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NetEase Newsroom
Goldman Sachs: Assigns a "Buy" rating to NTES-S (09999) with a Target Price of 169 Hong Kong dollars.
Goldman Sachs predicts that NTES-S (09999) will have a gross revenue of 4.2 billion yuan in the first 12 months.
NetEase to Launch Mobile Version of New Martial Arts Game Where Winds Meet Next Week
[Brokerage Focus] Kaiyuan Securities maintains a "Buy" rating on NetEase (09999), as overseas PC games continue to break through and are expected to further open up its growth potential.
Jinwu Financial News | According to a research report by Kaiyuan Securities, on December 24, NetEase (09999) received approval for its self-developed game "Infinite" on mobile, client, and console platforms. Other games that also received approval include "Top Pursuit" and "Legion Wars". "Infinite" is an open-world RPG with a high degree of freedom, set in a two-dimensional urban theme. The game features a city that merges various regional characteristics, making the game world richer and more colorful. Currently, "Infinite" has over 8 million global pre-registrations, and the report believes that "Infinite" is expected to provide players with a more free and novel open-world gaming experience. Its unique urban life gameplay is beneficial for enhancing user social stickiness, and after its launch, it is expected to continuously contribute significant revenue growth to the company. In addition, the company's self-developed martial arts open-world game "Sixteen Sounds of Yan Yun" will enter public testing on th
[Brokerage Focus] Citibank: In 2024, the approval volume for games in China is expected to increase by over 30%, Bullish on the industry's development next year.
In 2024, the number of game approvals in China showed a positive trend, with a total of 1,417 games approved throughout the year, including 1,306 domestic games and 111 imported games, representing a 32% increase from the 1,076 games in 2023, exceeding Citigroup's previous expectation of a range of 1,200 to 1,400 games.
Citi: In December, 122 domestic game licenses were granted in mainland China, with the annual approval number exceeding expectations.
In mainland China, there were a total of 1,306 domestic game approvals and 111 imported games for the entire year, slightly exceeding the expected range of 1,200 to 1,400.
Major rating丨Citi: Believes that the mainland gaming industry will continue to develop healthily next year, supporting stable and defensive profits.
Citigroup published a report stating that in December, the mainland approved 122 domestic game licenses and 13 imported game licenses, totaling 1,417 game licenses approved for the year, representing a 32% year-on-year growth. Among these, 1,306 domestic game licenses and 111 imported game licenses were issued, slightly higher than the company's forecast of 1,200 to 1,400 licenses. This includes Tencent's "Monster Hunter: Travelers" and "Red Alert: Glory", as well as NetEase's "Top Sniper" and "Infinity". On the other hand, A-share listed companies like 37 Interactive Entertainment Network Technology Group and Kingnet Network also received 2 and 4 game licenses, respectively. The company believes that with improvements in supply quantity and quality,
Huajin Securities: The number of games released on Steam reached a new high this year, with premium games and IP driving the market.
The number of games released by major platforms reached a record high for the year, "Black Myth" continues to win awards, and high-quality content and IP are expected to continue to lay a solid foundation for top-quality games, empowering the development of the gaming industry.
NetEase Cloud Music responds to the "annual report inaccuracies": the overall logic of the data is accurate, but it is affected by three factors.
According to Sina Technology news on the morning of December 27, several users have complained on Weibo that the annual listening report from NetEase Cloud Music is inaccurate. In response, NetEase Cloud Music's customer service stated that after communicating and verifying with the users, the overall logic of the listening report data is accurate. However, there are several common factors that may influence users' perceptions of data accuracy. NetEase Cloud Music indicated that the factors affecting user perceptions mainly include: 1. Multiple devices and multiple users listening to music: If music has been listened to using various devices such as car systems, televisions, Smart Speakers, etc.; or if the account has been lent to others for use, all this listening data will be recorded, which may affect users' perception of the data.
Minsheng Securities: Initiated a "recommended" rating for NetEase Cloud Music (09899), with an increase in memberships being the current focus.
Minsheng Securities expects NetEase Cloud Music's net income for 2024, 2025, and 2026 to be 1.3, 1.5, and 1.7 billion yuan, respectively.
NetEase Shuts Down Chinese-Japanese Gaming Spin-off Ouka Studios, Developer of Visions of Mana
Huajin Securities: The issuance of game approvals in December reached a record high, driven by quality content and strong IP.
HuaJin Securities released a Research Report stating that on the afternoon of December 24, the National Press and Publication Administration released the "Approval Information for Domestic Online Games in December 2024" and "Approval Information for Imported Online Games in December 2024", with a total of 135 games receiving licenses, the highest for this year.
China Approves 135 Games in December, Including NetEase's ANANTA and Tencent's Monster Hunter: Outlanders
Bank stocks have surged for several consecutive days, and the Hang Seng Index has recovered to 20,000 points. Bullish Signals from the fiscal side are favorable for the continuation of the rebound | Hong Kong stock barometer.
① The Hang Seng Index stands above the 20,000-point mark; why is it so strong in the short term? ② The fiscal side releases Bullish Signals; can it help sustain the rebound?
'Marvel Rivals' Climbs Gamer Charts in Win for NetEase, Disney
In December, both domestic and imported game licenses were released! A total of 1416 licenses have been issued this year, the highest in the past five years.
① A total of 122 domestic games and 13 imported new games were approved today, marking the third consecutive month of simultaneous issuance of domestic and imported game licenses. Major games from Tencent and NetEase received approvals, along with several other publicly listed game companies also achieving gains. ② As of the time of writing, 1,416 new games have obtained licenses this year, the highest total in nearly five years.
Hong Kong stock market morning report on December 23: Biden signed a bill to prevent the USA government from "shutting down". The performance of China Concept Stocks shows divergence.
① Biden signed an emergency funding bill to prevent a "shutdown" of the USA government. ② The USA's November core PCE price index rose 2.8% year-on-year, which was lower than expected. ③ The three major stock indexes in the USA opened lower and closed higher last Friday, while China Concept Stocks showed mixed performance. ④ NYMEX Henry Hub Natural Gas Futures rose more than 14% last week. ⑤ Federal Reserve's Goolsbee stated that interest rates may decline within 12 to 18 months.
Sensor Tower: In November, 35 Chinese mobile game companies collectively earned 1.87 billion USD, accounting for 34.8% of the income of the Global TOP 100 mobile game publishers.
The Sensor Tower store intelligence platform shows that in November 2024, 35 Chinese companies made it to the Global mobile game publisher revenue ranking TOP 100, collectively earning 1.87 billion dollars, accounting for 34.8% of the total revenue of the Global TOP 100 mobile game publishers this period.
Huachuang Securities: Pay attention to the advantage of free cash flow in the Hong Kong stock market.
The free cash flow advantage of the Hong Kong stock market is significant, and the next six months is a rare window for long-term investors to collect dividend value Assets.
U.S. Videogame Sales Down 7% in November Hurt by Declines in Game Content Spending
Disney's Marvel Rivals Game Hits 20 Million Players, Proves Superhero Power Still Reigns