港股異動 | 遊戲股集體下跌 機構稱中國遊戲產業去年收入現近十年首次收縮
格隆匯2月14日丨聯眾跌7%,飛魚科技跌3.8%,遊萊互動、創夢天地、中手遊跌2%,金山軟件、網龍、騰訊跌1%。伽馬數據對外發布了《2023中國遊戲產業趨勢及潛力分析報吿》,報吿指出,自2022年3月起,中國遊戲產業產業實際銷售收入逐步由增長轉為下降,並最終導致去年全年實際銷售收入出現近十年的首次收縮。數據顯示,2022年中國遊戲市場實際銷售收入2658.84億元人民幣,同比減少10.3%。產業收入下降受多重因素影響,長期因素如新品產出放緩、融資難度提升。從產品角度,遊戲產品創新難度大、頭部產品固化的特徵讓新品更難突圍。報吿指,頭部產品固化的特徵主要體現在提供主要收入的產品仍為上線多年的老產品,佔據了大量用户,但又難以為市場規模提供有效增量,且部分產品逐步進入生命週期衰退期。2022年頭部企業新品產出數量減少41.8%,遠高於平均水平。

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