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中手遊盤中升超5% 遊戲行業利好不斷
格隆匯 03-04 12:29
3月4日開盤後,中手遊盤中升超5%至1.04港元,最終收盤時升超3%,成交量近1300萬股。目前已經進入業績密集公佈期,而截至2023年中報,中手遊營業總收入15.35億元、淨利潤5682.4萬元實現扭虧為盈。在2023年基礎上,2024年中手遊依然有雄厚產品儲備,由上海靈刃研發、中手遊與貪玩聯合發行的《斗羅大陸:史萊克學院》於1月31日全平台首發上線後,最高進入暢銷榜前30,至今仍穩定在暢銷榜前50名以內。此外,同為鬥羅IP的RPG遊戲《斗羅大陸:逆轉時空》已在2月23日全平台預約開啟。版號方面,中手遊《新三國志曹操傳》在2月時獲批版號。在行業層面,之前由於Sora出現,推動了文生視頻、圖生視頻等AI多模態應用落地加速,大幅降低短劇、動畫、劇集、電影等影視製作成本。加之谷歌發佈基礎世界模型Genie,可通過單張圖像提示生成可玩的交互式環境,可或助力遊戲場景生成降本提效,提升遊戲交互性及代入感。開源證券近期研報分析稱,上述舉措將極大提高IP開發效率、擴大IP變現產能,IP儲備、內容創意等方面具備優勢的頭部IP公司或可受益。與此同時,根據伽馬數據近期發佈的《2024年1月中國遊戲產業月度報吿》數據顯示,2024年1月,中國遊戲市場實際銷售收入243.46億元,同比上升1.22%,其中移動遊戲市場實際銷售收入176.87億元,同比上升0.39%。
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