The blockchain of hero mutual entertainment and Kaiying network
benefiting from the recovery of instry fundamentals and the improvement of risk preference, the media sector leader led the rise. With the decline of the overall index of the sector, the leading sub sectors have begun to show outstanding market performance, with visual China, Huace film and television, light media and Opera (opera
platform) all up more than 19%. In addition, in January 2018, the scale of advertising market increased by 9.6% year-on-year, reaching a four-year high, and the marketing sector rose by 1.4% from the beginning of the year to the end of February< According to the analysis report on media instry market prospect and investment strategic planning released by the foresight Instry Research Institute, the media instry achieved an operating revenue of 402.7 billion yuan in 2017, a year-on-year increase of 14%, a significant decrease compared with the growth rate of 36% in 2016, and a total operating revenue of 95.8 billion yuan in 2018q1, a year-on-year increase of 16%, Compared with 2017q1 and 2016q1, the growth rate continued to move down. On the whole, the overall growth rate of media began to decline graally from 2016q1. Although the growth rate of 2018q1 was higher than that of 2017q4, it was still at the bottom of the region in the past three years
game stocks came to the fore in 2017, and the overvalued varieties decreased significantly in 2017
in the list of gains, new stocks accounted for 60%, and some game stocks performed well. Among the top 15 stocks with year to date growth, 9 were new stocks issued in 2017, accounting for more than 60%. During the year, the prosperity of digital reading instry was high and the concept of digital reading was hot. Since its listing, ZhangYue technology has realized 24 trading boards, with an increase of 686.1%. If the secondary new shares are excluded, four game instry stocks, Kaiying network, Sanqi mutual entertainment, perfect world and Xunyou technology, perform well. Among them, Kaiying network and Sanqi mutual entertainment are driven by performance, and Xunyou technology is driven by the hot demand for game accelerators brought by the 17 year phenomenal end game "survival of the Jedi: big escape"
in 2017, the operating revenue of game companies totaled 63 billion yuan, only 19% higher than that in 2016, and the revenue in 2018q1 was 16.6 billion yuan, 14% higher than that in 2016. On the whole, although the growth rate of revenue in each quarter was still around 10%, the growth rate dropped
the growth rate of the overall performance of the media sector slowed down, and the valuation center of the segmented instries fell back
from the perspective of the profitability of the instry sector, the overall performance of the media sector has been growing at a high speed from 2008 to 2016. However, since 2016, the overall growth of the instry has slowed down significantly e to many factors, such as the stricter supervision of mergers and acquisitions, and the performance growth in 2017 has decreased significantly. From 2008 to 2016, the revenue and net profit of the media sector achieved compound annual growth of 25.94% and 36.26% respectively. However, in the first three quarters of 2017, the overall revenue of the media instry was 347.7 billion yuan, with a year-on-year growth rate of 17.81%, and the net profit was 38.6 billion yuan, with a year-on-year increase of only 8.72%
looking forward to 2018, the trend differentiation of the media sector will be more obvious
at the same time, under the situation that the regulatory authorities will probably maintain high-pressure supervision on the media instry, the growth of endogenous performance will become the only factor driving the stock price, except for policy changes. Among the many sub sectors of the media, the film and television and game instry will continue to grow rapidly next year, driven by high-quality content. The proction companies that can provide high-quality content will gain greater competitive advantage and gain greater market share in the future; Although advertising marketing is under pressure as a whole, it can still select the leading companies with large market share and vertical penetration rate for layout, and make use of their large scale effect to make the strong stronger and the stronger.
China's game companies are ranked as follows: Tencent game, Netease game, Shanda network, Changyou, perfect world, etc
1. Tencent game
Shanda game is committed to building a leading online game platform in China and even in the world. Shanda game has more than 2000 independent R & D personnel, and cooperates with more than 20000 developers. It adheres to a rich and diversified proct line, providing users with more than 70 procts including MMORPG, advanced leisure games, web games, social games and mobile Internet games, as well as more than 40000 flash games and mobile games
the best mobile version of miracle Mu is the miracle Mu awakening , and the rest of the Archangel sword H5, national miracle, papaya miracle, miracle God of war are also very good. You can have a look at them if you are interested
1. Sword of the archangel H5
this is a mobile game adapted from the page game. It has a good reputation in the page game, and also inherits the core playing method of miracle Mu to a certain extent. However, after the adaptation, the picture quality has declined. Maybe e to technical problems, the optimization is not very good, and there will be some problems such as frame dropping and blocking in the process of the game
{rrrrrrr}
5. Ares miracle
is also built by unity3d engine, and the picture is gorgeous. But there is a big gap between this mobile game and the orthodox miracle mu. It can be understood that another style of mobile game is just wearing the coat of mu. The main game has no lock-in and strike sense, which is unique in similar mobile games. In fact, this type of hand tour feels more like the dark wind. Those who like miracles and dark wind can try it
The popularity of "King's glory" continued, and various listed game companies handed over good "transcripts" in the first half of the year under the "assistance" of mobile game business
on August 24, the king's glory officially launched a new version of "gather on the Great Wall" and a new hero "Baili xuance". With the recent "new" 14 heroes and 22 skin styles in the fragment store, domestic players are excited about it. Almost at the same time, in the Cologne game exhibition held from August 22 to 26, the slogan of "excellent game going to sea" was "glory of the king", which won a lot of overseas fans
Data chartif the concept of demand determinism is applied, game players will continue to follow and pay attention to the latest heroes of King's glory, which not only reflects the market heat of mobile game procts, but also proves the user bonus of mobile game instry from the side. Relevant professionals pointed out that the mobile game instry may further develop under the promotion of demographic (user) dividends. In this regard, UBS Securities analyst Liu Zhijing believes that the base number of mobile game users last year was twice that of page game users, and mobile game players belong to a large and stable group. With the development of the game instry and the improvement of users' requirements, the quality of mobile games will continue to improve, which not only meets the needs of users, but also further promotes the development of the instry. One of the performances is that the payment rate of mobile games has risen steadily, reaching 68% in 2016. In addition, the current successful cases of end to hand travel will play an exemplary role in the whole market
indeed, in the development trend of mobile game from page tour to mobile game, "mobile game" provides a powerful "assist" for the performance growth of game enterprises. According to the latest semi annual report of several listed game companies, their mobile game revenue has doubled
giant network announced on August 25 that thanks to the expansion of mobile games and the adjustment of proct structure, the company achieved an operating revenue of 1.403 billion yuan ring the reporting period, with a year-on-year growth of 33.61%; The net profit attributable to shareholders of listed companies was 697 million yuan, an increase of 39.55% over the same period of last year. In particular, the company mentioned that the mobile game business accounted for 55.17% of the total revenue in the first half of the year, an increase of 143.07% over the same period of last year, and the "mobile game" strategy achieved phased results. Youzu network disclosed that the company's revenue and net profit in the first half of the year were 1.68 billion yuan and 339 million yuan respectively, with a year-on-year growth rate of 65.34% and 44.8% respectively. Among them, the company's mobile game business revenue was 1.074 billion yuan, an increase of 106.78% over the same period last year. According to the announcement of perfect world, in the first half of the year, the mobile game business achieved a revenue of 1.767 billion yuan, an increase of 174.39% over the same period of last year. Mobile games such as "Zhuxian hand tour", "light of the torch" and "Yitian Tulong Ji" performed well. Tianrun digital entertainment disclosed that in the first half of the year, it achieved a revenue of 91.3752 million yuan, a year-on-year increase of 153.88%. The layout of mobile game business has brought about the graal release of performance
What's the point of view of mobile game business in the second half of the year
judging from the market performance of the capital market, while the overall downturn of the media sector, the stock prices of mobile game concept stocks such as Sanqi mutual Entertainment (21.17 suspension, stock diagnosis) and Youzu network performed better in the first half of the year. As a result, under the background that the popularity of mobile games continues to heat up, the investment opportunities of mobile games in the second half of the year have attracted much attention
behind the simultaneous rise of Sanqi mutual entertainment performance and stock price is the eye-catching performance of the company's mobile game procts. In July this year, on the occasion of the first anniversary of the launch of the company's self-developed mobile game "eternal era", Sanqi mutual entertainment revealed that the annual flow of the game was more than 2.6 billion, with the highest flow of 65 million in a single day. As far as 37 mutual entertainment is concerned, in addition to the high flow of water, "eternal era" has brought the company a breakthrough in overseas distribution business, which is of great significance for the company to realize the game going to sea. It is reported that the mobile game has entered the top 10 of AOP store's best-selling list in many key business areas in the world, and has been ranked in the top 3 in the Korean market, occupying the top 10 of the list for a long time. Combined with this point, Liu Zhijing, an analyst at UBS Securities, pointed out that for some manufacturers, the time window for the success of ing "eternal era" may be only one year, so we must deepen the mobile game strategy
for listed game companies, under the common idea of actively arranging mobile games, their entry points are different. For example, perfect world, aiming at the diversified preferences of young users and emerging cultural hot spots, has chosen to actively lay out the game segments such as the second dimension, and deeply explored the film game linkage projects, including the original cute IP "shengouxiaoqi" and the cooperation with Jiaxing media "fiery as song". Giant network, for example, has chosen to increase its R & D strength and plans to invest more than 200 million yuan annually to increase the company's game R & D reserve resources. Tianrun digital entertainment takes women's mobile games as the entry point of the instry
according to Liu Zhijing's analysis, from the perspective of the development level of the whole instry, it is the golden age for the layout of mobile game field, which will last for 2 to 3 years, and the rival game instry will be optimistic for a long time. In terms of investment direction, it believes that the two types of companies may succeed in the environment of page to hand travel“ First, as in the page game market, a comprehensive manufacturer with both R & D and distribution capabilities may win. Second, companies that adopt differentiated competition strategy, realize the transformation of mobile games and go to sea earlier are also in a favorable position in the market. "
among the A-share game enterprises, century Huatong plans to build the whole instry chain of games to realize the development pattern of full coverage of online game business types, full coverage of game instry chain and globalization of game distribution. Century Huatong is promoting the acquisition of Diandian interactive, and after the shareholders complete the acquisition of 90.92% equity of Shanda game, the company expects to inject Shanda game into the listed company within one year. Wang Ji, CEO of century Huatong, said that at present, Shanda Games has six major R & D centers in the world, and the revenue of mobile games has accounted for more than 70% of the total revenue. He hopes that it can interact with Diandian to form a linkage at home and abroad. At present, Kaiying network has formed a strategic closed loop of "platform + content + VR", which promotes the in-depth layout of the game instry chain
in terms of overseas market, perfect world, giant network and Youzu network have made in-depth layout, among which Youzu network has set up an Indian subsidiary this year, with an overseas revenue of about 1 billion yuan from January to June, more than doubling year-on-year. The company's game distribution business has covered more than 190 countries and regions in the world and 800 million users; Several overseas games signed by gibbet will be released soon, and relevant tests have been carried out on the overseas versions of mobile travel and underground castle