The "Eat Chicken" mobile game is hot. What concept stocks need to be understood?
During the the glory of the king boom, A shares also produced a number of the glory of the king concept stocks. The stock prices of A-share listed companies such as Evergrande High-tech (00259 1, Share Bar), Youjiu Game (600652, Share Bar) and Lei Bai Science and Technology (002577, Share Bar) have changed one after another, which has been sought after by investors.
After that, both investors and gamers are guessing who will be the next phenomenal mobile game after the glory of the king. The answer may have gradually surfaced, that is, the mobile game "Eat Chicken" and "Glorious Mission".
According to the latest data of "Tencent Glorious Mission Jun" Weibo, Tencent's "Eat Chicken" mobile game "Glorious Mission" was launched in just three days, and the download volume has exceeded140,000, which will be downloaded in June16,5438+03; Another chicken-eating game "CF Desert Island Special Training" has more than10 million reservations in just 3 days. Since the game "Eat Chicken" was launched on the Steam platform in March this year, it has received great response around the world. At present, the sales volume is close to 20 million copies, breaking the PC game record. Recently, domestic game giants, including Netease and Xiaomi, have launched mobile game versions similar to the "Eat Chicken" game.
The explosion once again ignited the enthusiasm of the game industry, and big manufacturers laid out "eat chicken" mobile games. Among them, Netease launched Operation Wilderness and Terminator 2: Judgment Day. Since the launch of 165438+ on June 4th, it has surpassed the glory of the king in just a few days and quickly climbed to 1, ranking second in the free list. The industry believes that the "eat chicken" product combined with FPS gameplay has strong social attributes and high sense of participation of players, so it spreads rapidly on multimedia. At present, judging from the performance of existing products, the huge base of mobile game players determines that several explosions will be born in the short term.
Haitong Securities (600837, stock bar) believes that the innovation iteration of the game industry will not stop, and actively grasp the theme investment opportunities brought about by the outbreak. According to the latest data of the new zoo, the game market in China is estimated to be 27.547 billion dollars in 20 17, and it will continue to be the first in the world. Driven by mobile games, the overall scale of the industry is still improving. The research report predicts that the average growth rate of mobile games will be 37.9% in the next three years, and the industry prosperity will remain the same. From the glory of the king, Yin Yang Shi and other phenomenal mobile games to the emergence of "eat chicken" mobile games, the outbreak also has a life cycle law. At present, the demographic dividend of the game industry is coming to an end, and the innovation of content quality in the future will promote ARPU value, which will become an important way to promote the growth of the industry. Domestic game giants have just launched "eat chicken" products, and their influence on the industry has just begun to ferment, so they can actively grasp the corresponding theme opportunities.
In terms of investment opportunities, Haitong Securities combed the relevant targets of the "Eat Chicken" game. In addition to the above-mentioned Hong Kong stocks (Tencent, Xishanju) and US stocks (Netease) that have launched relevant "eat chicken" products, A-share related companies mainly include:
China Media: Its Zhixingtong released a chicken-eating mobile game "The Last Battlefield: Survival", which was mainly distributed on overseas Google play channels. According to App annie's data, the product has been launched in Southeast Asia, Hongkong and Taiwan Province since mid-June, 65438, and currently ranks in the top 2 in Google paly free game rankings in many countries and regions. This product is only aimed at overseas markets and does not form direct competition with domestic manufacturers. At present, there is also a lack of competing products in overseas markets, and there is a vast space;
Xun You Science and Technology: The company is mainly the only official acceleration service provider for Absolute Survival PC games, providing players with accelerated services. In the future, with the launch of the "Eat Chicken" mobile game, the accelerated service of such products is expected to become a new increment for the company.
Some concept stocks of eating chicken and mobile games
Xinghui Entertainment: The official version of the chicken-eating game "The Law of the Jungle: The Great Escape" issued by its company has more than 2.54 million reservations, ranking first among similar games.
Gionee Technology: The company provides services such as authorization and registration code for Jedi Survival, and its MMOGA is the largest vertical e-commerce company in Europe, providing trading services related to genuine authorization/registration code and game virtual goods. The company has added many popular large-scale games to its platform, such as Survival of the Jedi.
Wang Shun Science and Technology: Established in 2005, it is the leading Internet entertainment platform of Internet cafes in China. Its main products include Master, a management software for Internet cafes, Star Media, a media marketing platform, online games on a page-to-page combined transport platform, desktop products for Internet cafes, and Internet cafe housekeepers. It has established three business systems: Internet cafe management, game combined transport and advertising marketing, which has occupied 70% of the Internet cafe software market.