華泰證券:暑期手遊市場同比微降 後續迎重點產品週期
華泰證券研報稱,據伽馬數據,2024年7/8月手遊市場規模分別同降4.3%/1.6%,主要由於2023年7/8月基數較高(同增51.1%/63.7%)。分公司看,產品週期有較大分化:神州泰嶽老產品流水環比相對穩定同比增長,預計四季度兩款新品上線;愷英網絡、巨人網絡三季度較少新品上線,但重點產品《盜墓》已開啟付費測,年內有望上線;吉比特《問道》《一念逍遙》流水有所下滑,三季度無重點新品上線。後續看,隨着版號持續大力發放,2025年遊戲公司將有新品上線,有望貢獻一定的業績彈性。
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