The game sector comprehensively outbreak game ETF (516010) rose more than 3% in the market

Today, the game sector performed strongly, opened early, online games broke out, and multiple stocks daily limit. The ETF (516010) of the relevant industry ETF (516010) once increased by more than 3%, once leading the market. The Shanghai -Hong Kong -Shenzhen ETF (517500) once rose to 2.9%, driving the film and television ETF (516620) more than 1.7%.

In terms of individual stocks, Beiwei Technology and Caesar Culture have daily limit, Fuchun's shares rose more than 10%, Zhongqingbao rose more than 6%, Baotong Technology rose more than 5%, Zhejiang Shuku culture, Youzu network and other stocks rose.

On the policy side, recent policies related to games and film and television sectors have been favorable. The impact of the policy side of the media sector is expected to gradually turn better, and the pressure brought by the policy is relieved.

On July 28, multiple departments jointly released the "Opinions on Promoting the High -quality Development of Foreign Cultural Trade". The segments of many cultural industries such as online literature have to varying degrees of coverage. The corresponding supporting policies have also proposed a number of support policies such as fiscal funding support, supporting cultural trade enterprises listing financing, and implementing cultural service export tax exemption or zero tax rates.

On August 1, the relevant departments released the fourth batch of game version number during the year. This time a total of 69 games were approved, and there were 65 mobile games. This time, many manufacturers such as Gibi, Zhongqingbao, Duoyi Network, Dreaming World, Celadon Culture and other manufacturers obtained the version number.

Zhongyuan Securities believes that the new batch of game versions and the previous batch of time interval are only 19 days. The display number of the display version has accelerated, the cycle is shortened, and the number of issuance has also increased. The gaming industry's regulatory pressure is reduced, and the policies release positive signals. The normalized distribution of the game version number will help the game product's launch rhythm to return to normal, provide market and users with more game product choices, and drive the growth of market scale to grow.

On August 17, the global marketing measurement and experience management platform APPSFLYER officially released the "2022 China Mobile Game APP to the Sea Driving Power Report". The report shows that in the past 5 years, the total installation volume of China Mobile Game APP in the global market has increased by 115%year -on -year. Among them, from the third quarter of 2017 to the third quarter of 2021, China Mobile Games applied in overseas markets, which performed particularly brightly, in the "golden period" of rapid growth, and the total installation volume increased by 172%year -on -year.

In addition, as of the second quarter of 2022, the NOI (net revenue) of the Chinese game out of sea decreased by 10%compared with the same period last year, but the proportion of paid users increased by 34%compared with the same period last year. This largely explains that the attention of domestic manufacturers is shifting from the pursuit of the number of users to focusing on the quality of the user. The report believes that with the restart of the domestic game version number, the domestic market is gradually recovering, and game manufacturers have gradually regained confidence and make more strategic layouts overseas.

Open source securities believe that new overseas games have brought performance increase to the game sector, and it is recommended to increase the layout of the game sector at the current low position. The US economy has eased, and entertainment consumption represented by games may usher in repair in the second half of the year, and TIKTOK commercialization is also accelerating or helping domestic game companies to speed up new products overseas. The performance of domestic games in the second half of the year is worth looking forward to.

In addition, the new air outlets such as the Yuan universe and VR have attracted wide attention. According to the gyro research institute, the shipping volume of VR header equipment in 21 years has reached 11.1 million units, and it is expected to reach 14.5 million units in 22 years. According to Aibang VR, the total number of 22H1VR shipments was 5.08 million units, and the total shipments of AR were 168,000 units.

Tianfeng Securities said that the game is an XR first -in application scenario, and the VR game content platform is relatively mature. It is recommended to pay attention to VR gaming hardware and content direction. The business model is relatively mature. With the improvement of the play experience with the all -in -one machine, the hardware is gradually serving, and the content is developed. The types of AR gameplay, interactive experience, hardware quality and battery life need to be further improved. It is expected that AR hardware accumulation is thin.

For the game sector, investors can lay out the game and the film and television industry leader through the game ETF (516010) and the Shanghai -Hong Kong Shenzhen ETF (517500) one -click to welcome the east wind of the sea and enjoy the policy bonus.

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