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《大行報告》大和:網易(09999.HK)與暴雪重新合作屬輕微利好
阿思達克 12-28 09:51
據報網易(09999.HK)與遊戲開發商動視暴雪可能重新合作,大和發表報告指,暴雪的旗艦遊戲如Diablo III等可能在中國全面重啟運作,若果消息屬實,網易需要重建營運團隊、測試伺服器及相關系統,並重新申請遊戲版號,因此重新推出遊戲可能需要兩至三個季度實行。 該行相信,雙方重新合作對網易輕微利好,在財務方面,暴雪版權相關的收入貢獻,在2021年至2022年首九個月期間,佔比只有單位數字,暴雪的遊戲回歸對中國遊戲玩家是好消息,但其遊戲利潤率較網易自家開發的遊戲低,因此網易需要取得較佳的合作條款,估計合作令網易的盈利有單位數提升。該行對網易評級為「買入」。
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