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盛天網絡(300494.SZ):有信心繼續投入三國無雙8IP的開發
格隆匯 05-19 22:44

格隆匯5月19日丨盛天網絡(300494.SZ)5月18日舉行業績説明會時表示,《三國志2017》上線已有6年,雖然緩慢下滑,2022年全年流水仍有7.5億元。作為長線運營的產品,後續依然會不斷更新版本。在版本更新節奏方面,遊戲大版本更新一般為9到12個月一次;小版本更新平均每個月一次,更新內容多數為新的運營活動;如果遇到週年慶活動會額外更新一些玩法內容。通過持續的運營活動和版本更新,預期仍將具備長期運營的能力。

《三國志戰略版》於2019年8月在大陸上線,2021年在港澳台地區及日本、韓國地區上線。作為一款現象級SLG遊戲,該產品上線前兩年給公司創造的收入利潤快速增長,2022年給公司帶來的收入雖略有下降,但是因為推廣成本的減少,毛利率大幅度提高。我們認為《三國志戰略版》的產品力明顯要強於《三國志2017》,預期生命週期也會更長。

《真三國無雙霸》於2021年8月在大陸上線,首日上線在國內登頂免費遊戲榜,2022年在港澳台地區、越南、泰國、印度、菲律賓上線,海外表現較為平淡,考慮到後續還有更多國家和地區可以上線,給公司帶來的收益還有進一步增長的潛力。我們認為三國無雙的IP是優質的,基於三國無雙6的IP運營經驗,我們有信心繼續投入三國無雙8IP的開發。

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