"A Sheep" income for millions of daily income?You are playing games, and you are actually watching advertisements

Daily Economic News news, "Look at it yourself, is this a number of times people can play?!" On the Weibo comment area, a player talked. The screenshot of the game he shared showed that "8493 times today."

Picture source: Weibo screenshot

In just two days, this mini -game that stirred up countless players "damn the desire to victory and defeat" and called "Sheep" quickly swiped the screen social platform, even the server collapsed many times, becoming a phenomenon -level explosion payment.

"Daily Economic News" reporter noticed that before "Sheep's Sheep", the casual game "Jumping", "Synthetic Big Watermelon" and "Moore Manor" were all hot, but most of them were in a flash. "The gameplay and social fission mode of this kind of super casual game are relatively mature, and the explosive model has not been broken, but the common problem is that the popularity is difficult to maintain." A well -known game company executive said in an interview with each reporter.

How long can player be on the capital and blessing of capital blessings? How much help can the game listed company Gibbit be able to bring in the capital market? Recently, each reporter has contacted Jianyou Technology through many channels. As of now, there is no relevant response. The staff of the Gibbit Securities Department told each reporter that due to the tightness of the R & D company, it was not convenient to be interviewed for the time being.

The second level that can't pass

Is it difficult to customize the customs clearance 985?

"On it, it's very up. I often feel that I have found the trick. I believe that there is a chance in the next one. I first wanted to send a circle of friends in the Broadcom, but now I just want to play with it. Game players told each reporter.

The ghost animal's BGM and interface are similar to the gameplay of "elimination". The operation is simple, but it has made countless netizens "card" in the second level. "The first level to the kindergarten and the second level to the postgraduate entrance examination" is the first feeling that this game brings to most players.

After each reporter's experience, the player will be attributed to the "team" of the province after entering the game. The number of customs clearance in each province is displayed on the homepage of the game. The customs clearance is successful. The player will "add 1 sheep" for the province. Players need to clear the customs, and need to be eliminated in a limited punch position to eliminate three cards with the same pattern until all the cards are eliminated. Once the pit is full of cards that are not eliminated, it fails. After failure, players can get a "resurrection" opportunity by watching an advertisement or forwarding the game mini -program link.

Source of the second level of "A Sheep": Screenshot of the game

The first level is basically "no need to bring the brain" to clear the level; but in the second level, the number, type, arrangement complexity, and difficulty of the card have increased instantly. Every time a reporter failed ten times in a row, he began to try to "take three steps to look at three steps", but he still doubted his IQ, and even willingly went to see the advertisement to get the "resurrection" opportunity.

"If it is not so difficult, 99%of people will not play. This is the characteristic of Hard Fun style." Liao Xuhua, an analyst of Analysys Analysis, told each reporter that the main difficulty is high enough, and the gameplay has the spread point. "The WeChat and Douyin where they are located are the communication platform again. After ordering the first fire, it was soon exploded by the waves. The hot accident is greater."

As of the morning of September 16, the game interface data showed that a total of about 44.0785 million people challenged, of which the number of customs clearance was 264,800. According to the rough estimate, the customs clearance rate on the day was 0.6%. what is this concept? "Vista Seeing the World" explained: The number of national college entrance examinations in 2022 was about 11 million, while a total of 60,960 undergraduates accepted 985 universities across the country, with a ratio of 0.554%.

Picture source: game screenshot

The above -mentioned well -known game company executives believe that: "" Sheep's Sheep "is very powerful in terms of social essay and spreading points, especially in the two comparative absorption points of" people's dish addiction 'and' unconvinced '' Up, do the extreme. "

Under the popularity, some netizens questioned "Sheep's Sheep" suspected to plagiarize another game "3 Tiles". However, according to Zhongxin Jingwei previously reported, the person in charge of the game denied plagiarism, saying that "A Sheep" used the most basic gameplay.

Is it difficult to pass the customs to attract players to watch ads?

Hot cycle limited

"A Sheep" is not the first hot casual game. Prior to this, the leisure game "Jump and Jump", "Synthetic Watermelon", etc., all became popular, causing players to support it, but the popularity of these games has not continued for a long time.

"A Sheep" also faces such doubts. "In theory, from the past many times, this type of game is difficult to continue to be popular, basically it is staged, and it is carried as social topics. At the same time, the depth and thickness of the product quality are limited." Ai Media Media. Consultation CEO Zhang Yi said.

"Now there are some sounds that the game deliberately sets the second level difficulty, and it is almost impossible to clear the level. In order to induce players to share or watch the advertisement, some players have a bit of rebound, so the subsequent reputation may be reversed. , "A Sheep" may be difficult to (realize) long cycles. "The senior game company executives above believe.

For these disputes, Liao Xuhua said that the key is whether the game really has a large number of cards that can never pass the level. If you exist, there is a reason to blame him for fraud; "If not, this is a game of Hard Fun style to the extreme."

In Liao Xuhua's view, although the players of "Sheep" have exceeded 100 million, the life cycle must be longer than most mini games, but the mini -game itself is a short life cycle, so the hot cycle will be relatively short. Every reporter noticed that on the official Weibo comment area of ​​"Sheep", some netizens believe that the second level is so difficult to attract players to watch advertisements. "If yesterday (September 15), the dual platform survives 100 million (on the premise of the first page data). Based on industry experience, according to such a large traffic, there are tens of millions of conservatively in a single -day income." Liao Xuhua said.

"This type of leisure game with creative creativity, how to convert the hot traffic into actual income, the challenge has always been very large, and there are similar problems in" Synthetic Big Watermelon ". At present, this type of game is mainly advertising. ; But the income of advertising monetization is difficult to guarantee. Once the heat is no longer, the income of IAA games has fallen very quickly. "

"Synthetic Big Watermelon" picture source last year: screenshot of the game

During the interview, the user base, the relatively low production difficulty and threshold, easy to buy, and low cost were the unified evaluation of many industry insiders and analysts for leisure games. And this also leads to the mature gameplay and social fission mode of leisure games, the market sees a product burst, but behind it may be hundreds of thousands of similar products.

Liao Xuhua believes that leisure games are a mature market with low cost and most of the income. Compared with heavy commercial games, the plate is too small. "This type of type has low competition due to the low category restrictions and low thresholds, so the gameplay is simple, so the paid data is low. It is not a large number of large manufacturers to make a lot of money."

Back to A -share game leader

Can the stock price of Gabi Bit go to the level?

While "Sheep's Sheep" swept the social platform, a group of companies and capital behind it also became the focus of market attention.

On September 14th, a recruitment notice for "Jianyou Urgent Recruitment of Back -end Server Development" released by the official Weibo of "Sheep", which allowed R & D team to enter the public vision.

Qixinbao showed that Jianyou Technology was established in January 2021 and has the copyright of "a sheep with a sheep software". The company's registered capital is about 1.17 million yuan, and the legal representative is Zhang Jiaxu. The company's largest shareholder is Zhang Jiaxu, with a shareholding of 85.5%; the second largest shareholder is Xiamen Thunder Network Technology Co., Ltd. (hereinafter referred to as "Thunder Network"), with a shareholding ratio of 10%.

Jianyou Technology Equity Structure Picture Source: Shi Xinbao Screenshot

Although it has been established for more than a year, Jianyou Technology has previously developed another WeChat mini -game "Pirates", and the shareholder Thunder Network behind it is a well -known game listed company Gibit's company. Recently, Gabit (SH603444, 285 yuan, market value of 20.5 billion yuan) also said on the investor Q & A platform: "The company indirectly holds Beijing Jianyou 10%equity through the holding subsidiary." September 8th ~ September 16th On the day, Gabit's stock price in 6 trading days rose 4.63%. Gabit was listed in 2017, and the highest share price of the company reached 626.20 yuan.

"Whether" a sheep is a sheep "will bring good fire to Gibbit in the capital market. At present, it has not been seen in the past two days. Because the company is just a few shares with shares, it has not participated in the issuance, and the actual performance contribution is still limited." Liao Xuhua said.

As an A -share game company, Gabit holds a number of explosive games such as "Ask", "Questioning Mobile Games", "One Nostalgia". The last time Gabit attracted attention due to the popularity of the game. When the Moore Manor was launched in 2021, the number of new users in the game in 12 hours exceeded 7 million; the first month increased by more than 30 million users.

Every reporter noticed that Gabit has maintained a year -on -year increase since its landing on the capital market. In the first half of this year, the company's performance rarely declined. This is the first time that Gibbit has declined for the first time.

According to Wind data, from 2017 to 2021, Gabit's annual net profit was 610 million yuan, 723 million yuan, 809 million yuan, 1.046 billion yuan, and 1.468 billion yuan, a year -on -year increase of 4.14%, 18.58%, 11.93%, 29.32, 29.32 %, 40.34%.

In the first half of 2022, the company's net profit was 688 million yuan, a year -on -year decrease of 23.59%. Gabit said that the performance changes in the first half of this year were mainly due to the transfer of 233 million yuan in the equity of the celadon digital part of the last year of the last year.

Image source: Wind screenshot

Choice data shows that since September 1st this year, Gabit's stock price has risen by 0.4%; from January 4 this year, Gabit's stock price has fallen by 28.68%. If the timeline is stretched again, from January 4, 2021 to September 16, 2022, Gabit's stock price fell 27.87%.

Image source: screenshot of Choice Oriental Wealth

From August to September this year, a number of investors asked the company's stock price fluctuations on the investor Q & A platform, and whether the company's person in charge had concerns about stock price fluctuations.Gabit said: "There is no anxiety about the great fluctuations in the stock price, the company's cash flow is healthy, and the listing has not been questioned." "The stock price changes are affected by many factors, the company's operation is normal, and no major adverse changes have occurred."Original title: "A Sheep with a Sheep" revenue for millions of daily income?You are playing games, and you are actually watching advertisements

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