近3個月已頂去年半年！5月共86款遊戲獲批，騰訊網易有遊戲在列
5月22日晚，國家新聞出版署公佈了今年5月國產網絡遊戲審批版號名單，共86款遊戲過審，數量與4月持平。
其中三端遊戲（移動端+客戶端+Switch）1款，爲來自網元聖唐的《心淵夢境》，客戶端遊戲2款，分別爲林子互娛 《晶核：魔導覺醒》和中手遊 《全民街籃》，雙端遊戲4款，移動端遊戲79款。
此次獲批版號包括$網易(NTES.US)$旗下的《七日世界》、$騰訊控股(00700.HK)$旗下的《王牌戰士2》、莉莉絲《衆神派對》、中青寶《弈仙牌》、$嗶哩嗶哩(BILI.US)$$嗶哩嗶哩-W(09626.HK)$《依露希爾：星曉》等多家知名廠商的遊戲。
值得指出的是，這已經是連續第4個月版號發行數量保持在85個以上，今年以來，版號發放數量累計已達376個（含27個進口版號），其中近三個月，版號下發總數爲285。作爲參考，去年（2022年）全年發放的版號數量爲512個（含44個進口版號）。
圖源：東吳證券
東吳證券認爲，2023年，遊戲行業將迎來估值+業績雙修復機會：
1、版號延續高質量發放趨勢。自2022年11月以來，遊戲版號質量屢超我們預期，我們認爲作爲先進技術的試驗田以及文化出海的重要載體，遊戲的科技屬性正不斷被認可，官媒已多次肯定遊戲產業價值。展望後續，我們認爲在未成年人防沉迷工作（版號停發的主要原因）已取得較好成果的背景下，國產及進口遊戲版號發放數量及質量均值得期待！
2、強產品週期支撐，業績修復確定性強。當前行業產品週期已逐步開啓，新遊陸續上線驅動需求反彈，新遊表現亦屢超我們預期。2023Q2-3將是新遊密集上線期，各大廠商業績有望重啓高增長。展望後續，各大廠商產品儲備充沛，同時我們認爲遊戲版號質量及數量有望持續超預期，行業供給將延續向善趨勢，長期增長勢能充足。
3、AI降本已有體現，AI增收正不斷落地。AI降本已在部分廠商中有所體現，在增收方面，一方面，我們認爲內容產出效率提升將帶來遊戲內容供給增長，進而帶動收入端提升，另一方面各大廠商積極嘗試“AI+”玩法，年內將有各類產品不斷落地，看好中長期AI爆款玩法落地。我們認爲相比雲遊戲、元宇宙，“AI+遊戲”技術路徑清晰且降本增收持續落地，我們看好“AI+遊戲”將催化行業突破雲遊戲、元宇宙行情的估值上限。
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