中手遊(0302.HK)盤中升超5% 小遊戲已帶來超過6億元營收
4月8日開盤後，中手遊交易活躍，盤中升超5%至1.11港元，截止午間收盤時成交量超1000萬股。此外，遊戲板塊實現温和反彈，午間收盤時，網龍升2.77%、祖龍娛樂升1.47%、嗶哩嗶哩升0.93%。
在行業面上，根據Gamelook發佈的3月份國內新遊戲成績單顯示，受到國內公司手遊產品排期影響，3月是春節後淡季，新遊戲準備不充分，導致當月實際過3000萬收入的新遊戲只有2款。於此同時，微信小遊戲市場Top5出現大換血，在3月底到4月初期間，4款小遊戲擠進了暢銷榜TOP5，已邁入"準億級月流水"產品序列。
有市場分析人士認為，在二次元細分市場內卷程度加深的情況下，小遊戲市場正成為廠商角逐的新增量賽道。而根據巨量引擎發佈數據，中國小遊戲市場整體規模在2023年已達到400億元以上，2024年還將進一步增長，整體預期超越600億元。
中手遊在小遊戲業務上佈局較早，根據其發佈的2023年全年業績顯示，2023年已推出《九州仙劍傳》和《全民槍神：邊境王者》等多款小遊戲，帶來超過6億元營收。獲得本山傳媒授權的全新小遊戲《鄉村愛情之經營人生》於2023年底開啟計費測試以驗證商業化模型，計劃2024年上半年正式上線。此外，2024年預計將有超10款小遊戲產品上線。
此外，中手遊不久宣佈與Hashkey Group達成戰略合作，共同推動Web3遊戲和遊戲平台業務的發展。Hashkey Group將提供區塊鏈技術以及數字貨幣合規化交易等Web3基礎設施。這將有助於中手遊所投資的項目實現區塊鏈上的去中心化交易和合規化操作。
日前，國投證券發佈研報，維持中手遊"買入"評級，未來6個月目標價1.82元。報吿稱，2023年經調整淨利扭虧為盈，顯示其業務經營能力穩健，同時IP 價值持續釋放，重磅產品《仙劍世界》蓄勢待發，未來成長性較為突出。另外，中手遊在業績公佈後隨即發佈回購公吿，視乎市況不時於公開市場購回股份，動用資金最多1億元。
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