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研報掘金丨招商證券:維持巨人網絡“強烈推薦”評級,征途全系近10款成熟產品整體經營表現穩健
格隆匯 01-14 15:47
招商證券研報指出,巨人網絡(002558.SZ)重點產品《原始征途》正式版於1月10日正式上線,或將帶動遊戲流水大幅上升。維持“強烈推薦”評級。正式版由巨人網絡董事長史玉柱先生親自帶隊改版,實現了技術革新,首次推出小程序版本,支持PC端、移動端APP和小程序多端登錄、兼容和互通。玩家可通過手機、電腦等設備隨時隨地開啟遊戲,與好友並肩作戰參與萬人國戰,極大提升遊戲體驗。同時,AI技術將更深入地參與未來NPC與玩家的互動。在正式版中,開放式經濟系統升級顯著,遊戲大幅增加高價值道具產出量,降低獲取門檻,玩家完成日常任務即可免費獲得重要資源,輕鬆實現邊玩遊戲邊賺錢。此外,正式版對拍賣行交易系統進行了優化,為玩家提供安全自由的交易環境。《王者征途》小程序遊戲於23年末啟動測試,2月上線後流水連續5個月環比增長,在微信小遊戲暢銷榜排名最高至第四。此外,征途全系近10款成熟產品整體經營表現穩健。
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