港股異動|心動公司大升逾11% 《心動小鎮》預下載獲iOS免費榜第1
心動公司(2400.HK)再度拉昇升超11%,現報19.2港元,總市值93億港元。消息上,7月17日,公司自研生活模擬手遊《心動小鎮》公測上線,在15日《心動小鎮》全平台預約量已超300 萬,16日《心動小鎮》開啟公測預下載,排名App Store免費榜第1以及TapTap熱門榜第1。開源證券認為作為一款慢節奏生活模擬遊戲,《心動小鎮》的玩法與付費邏輯偏向於高DAU低ARPU值,前期通過遊戲品質與口碑傳播吸引用户,以豐富內容與強社交互動留住用户,《心動小鎮》上線前期或將經歷用户爬坡期,隨着活躍用户量提升,流水亦有望持續爬升。此外,《心動小鎮》受眾用户偏女性玩家與休閒玩家,與目前TapTap核心用户有所區別,有望帶動TapTap進一步破圈,驅動用户增長。該行看好新遊戲及TapTap 驅動公司業績增長,維持“買入”評級。

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