国元证券指出，2024年三季度，中国游戏市场规模917.66亿元，环比增长22.96%，同比增长8.95%。10月下发113款国产游戏版号和15款进口游戏版号，版号供给持续充足。新品上线方面，腾讯的《宝可梦大集结》11.7上线，吉比特代理游戏《异象回声》定档11.13，快手《无尽梦回》将于11.21上线，优质新游供给有望提振行业景气度，带动游戏市场规模持续上行。Gaming stocks rose in early trading. As of press time, NetEase (09999) rose 12.64% to HK$134.6; Xindong (02400) rose 10.43% to HK$23.3; and Jinshan Software (03888) rose 3.87% to HK$29.5.
The Zhitong Finance App learned that gaming stocks were higher in early trading. As of press release, NetEase (09999) rose 12.64% to HK$134.6; Xindong (02400) rose 10.43% to HK$23.3; Jinshan Software (03888) rose 3.87% to HK$29.5; China Mobile Games (00302) rose 3.8% to HK$0.82; Tencent (00700) rose 0.64% to HK$406.
According to the news, game makers have successively disclosed three quarterly reports. NetEase's game revenue for the third quarter was 20.2 billion yuan, up 5% month-on-month, while mobile game revenue increased 29% year-on-year and 30% month-on-month. Long-term IPs such as “Journey to the West 2,” “The Fifth Personality,” and “Eternity” reached record highs, and “World of Warcraft” and “Hearthstone” returned to the Chinese market to break records. Tencent's game business revenue grew strongly in the third quarter. Game revenue in the local market increased 14% year over year to 37.3 billion yuan, thanks to games including “Fearless Contract”, “King's Glory”, “Peace Elite”, and “Dungeons and Warriors: Origins”.
According to Guoyuan Securities, in the third quarter of 2024, the size of China's game market was 91.766 billion yuan, up 22.96% month-on-month and 8.95% year-on-year. In October, 113 domestic game editions and 15 imported game editions were released, and the supply of editions continues to be sufficient. In terms of new product launches, Tencent's “Pokémon Gathering” was launched on 11.7, the Gigbit proxy game “Echo of Visions” is scheduled for 11.13, and Kuaishou's “Endless Dream Back” will be launched on 11.21. The supply of high-quality new games is expected to boost the industry's prosperity and drive the game market to continue to rise.