Beginning in 2017, the popularity of various products such as “The Legend of Xi Fei Q”, “Love and Producer”, and “Shining Warmth” triggered a financial boom among women in games. After the development of the market in recent years, the number of women among game users has gradually expanded, and its influence in the market continues to increase. At a time when game versions are being released on a regular basis, women have also followed the trend and ushered in new opportunities in the game market. According to the data, from January to October 2023, the domestic regulatory authorities announced a total of 9 batches of domestic online game versions. This year, the total number of domestic game versions has reached 785, surpassing 512 in 2022 and 755 in 2021. This includes some women-oriented game versions, such as the new game “Living in Love Time (6820.HK),” a new game called “Floating Life and Remembering,” of Friendship Time (6820.HK).
Since the game version was approved in February of this year, Friendship Time has begun multiple rounds of testing for “Living and Remembering,” which is expected to go live in a network-wide public beta on January 2, 2024. On November 15, new news came from the market. Friendship Time invited popular star Luo Yun-hee to act as the spokesperson for the new game “Floating Life and Remembering,” and set up an NPC with Luo Yun-hee's image in the game. Players can interact with Luo Xiyun in the game. The company will also give players the opportunity to interact with celebrities in real time at close range through live broadcasts and other means, enhancing players' comprehensive sense of experience.
According to information, Luo Yun-hee is a well-known actor in costume idol dramas, with 28 million Weibo followers and more than 10 million fans on Douyin. His film and television masterpieces include “The Embers of Fragrant Honey” and “The Last Name of Long Moon”. Her actor image is highly compatible with game products, and is expected to strengthen the partnership to help the company's user base expand again while continuing to enhance the brand influence of both parties. As soon as the spokesperson was released, we saw that the number of game reservation users quickly climbed to 1.63 million.
“Sweet Pet+Detective” Innovative gameplay, a more open world of ancient style
Currently, the women-to-game circuit has entered a new period of development, and players are demanding more and more comprehensive game experiences. Game manufacturers are continuously introducing new game themes, characters, stories, and art to meet users' new value orientations and game experience needs. According to reports, “Fusheng Remembering” inherits the IP influence of “Floating Life is a Song”. It is another innovative masterpiece of Friendship Time in the field of ancient mobile games, which has achieved breakthroughs in many areas.
In terms of the story of the game, “Flowing Memories” uses “detective” as the core, and promotes intertwined plot development through the protagonist's own value; in terms of gameplay, unlike other ancient women in games, “Fusheng Memories” combines “sweet pets” with “detective stories” to provide rich gameplay such as case exploration, picture collection, talent identity, sweet pet protection, and ever-changing appearance (including “beauty level” face-pinching gameplay), bringing players a full range of immersive ancient life experiences, satisfying the user's brain-burning, feel-burning, etc., the demand for an immersive gaming experience has created a differentiated competitive advantage. In terms of user targeting, the target users of “Floating Memories” span a broad age range of 13 to 45, including students, white-collar workers, and exquisite mothers. This group of users loves traditional cultural elements such as ancient novels, costume movies, TV dramas, and ancient music, which is in perfect harmony with the game content presented in “Floating Memories”.
The potential to explode money is widely anticipated and is expected to ignite the capital market
Judging from the test data, “Living in Wonder Life” has already developed a high level of popularity and reputation in the market, and the characteristics of the popular product are very clear. As of November 16, “Living in Wonderland” has a rating of 9.2 on TapTap. The game's official website shows that more than 1.6 million players have made reservations, and platforms such as Weibo, Xiaohongshu, and Station B also have a lot of discussions about “Floating Memories”. Many game players have expressed their high expectations for “Floating Life and Memories”, urging the official launch of “Floating Memories” and the early launch of “Floating Memories” has spread all over the major game discussion communities.
In fact, the launch of “Wonderful Memories” will not only be a carnival for game users, but it is also expected to be a feast for investors. According to the CITIC Construction Investment Research Report, “Living in Wonderland” is likely to become the next popular ancient strategy game, which is expected to drive overall performance growth and maintain the “buy” rating. At the same time, CMB International released a research report pointing out the growth potential of the company's diversified product reserves and mini-game market layout in 24-25 years, maintained the Friendship Time “buy” rating, and raised the target price to HK$2. It is easy to imagine that with the full launch of “Living in Wonderful Life” in 2024, Friendship Time's ability to continue to produce high-quality phenomenal products may be verified once again. At the same time, the company's business growth is also expected to usher in a new bright moment.
