大行評級丨花旗:相信內地遊戲業將在明年持續健康發展 支持盈利穩健且具防禦性
花旗發表報吿指出,內地12月批出122款國產遊戲版號和13款進口遊戲版號,全年共1417款遊戲版號獲批,按年增長32%。當中,國產遊戲版號共1306款,進口遊戲111款,略高於該行預期的1,200至1400款。其中包括騰訊的《怪物獵人:旅人》及《紅警:榮耀》,以及網易的《頭號狙擊》與《無限大》。至於A股上市的公司如三七互娛及愷英網絡亦分別獲得2款和4款遊戲的版號。該行相信,隨着供應量和質量的改善,內地遊戲業將在明年持續健康發展,支持盈利穩健且具防禦性。該行估計明年獲批的遊戲版號將介乎1300至1500款之間,其中國產遊戲版號料約1200至1350款,進口遊戲預計將增加至100至150款。
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