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《大行報告》高盛:嗶哩嗶哩(09626.HK)獲批日本2021年IOS最高收入手遊「閃耀!優俊少女」的內地版號
高盛發表研究報告指出,國家新聞出版署昨日(20日)發布今年首批進口網絡遊戲版號,而對上一次進口網絡遊戲版號批覆為100日前,對上一次國產網絡遊戲版號批覆為38日前,符合該行對版號正常化的預期。 該行認為,更重要的是嗶哩嗶哩(09626.HK)的「閃耀!優俊少女」亦獲批,該手遊的日文版為日本2021年IOS最高收入手遊,發布後首月已創造約10億人民幣的收入,於2月23日達至3億元人民幣。該遊戲的中國用戶約20萬人,佔日本伺服器總用戶240萬人的7%至8%。 此外,高盛指公司的主要渠道收入可作為「閃耀!優俊少女」的國內表現參考,於首十二個月,「公主連結(Princess Connect)」收入達9億至10億元人民幣,而「守望傳說(Guardian Tales)」收入達7億至8億元人民幣。該行對嗶哩嗶哩維持「中性」評級,目標價200元。
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