Recently, a number of A-share listed game companies have successively released performance forecasts for the first half of the year.
According to the reporter’s incomplete statistics, as of August 8, 15 A-share listed game companies have announced their performance forecasts. Among them, 9 are expected to make profits and 6 are expected to lose money.
It is understood that since April this year, the national game version number has been re-issued after 8 months. As of now, a total of 241 games have obtained the version number.
The reporter noticed that as of August this year, most of the small and medium-sized game manufacturers have obtained new game version numbers, and many are unlisted game companies.
In the four rounds of approval information, the top game products such as Tencent and NetEase were not seen.
Games from well-known game manufacturers such as 37 Interactive Entertainment, Perfect World, and Yingying Network, or their subsidiaries have successively obtained version numbers.
However, according to the data of game companies that have announced their performance forecasts for the first half of the year, many game companies with a year-on-year increase in net profit attributable to their parent companies mainly rely on “old” games to contribute to their performance, and the influence of the version number has not yet been fully highlighted.
Text, table / Guangzhou Daily all media reporter Wen Jing
The semi-annual report of 15 A-share game companies predicts that 9 will make profits and 6 will lose money
The reporter sorted out and found that of the 15 game companies that announced their performance forecasts for the first half of the year, 9 are expected to make positive profits. Among them, the net profit attributable to shareholders of listed companies has increased compared with the same period last year, and 4 have decreased compared with the same period last year.
Among them, well-known companies such as Sanqi Interactive Entertainment, Perfect World, and Yingying Network are expected to increase their performance in the first half of the year.
According to the data, the net profit of Sanqi Mutual Entertainment attributable to shareholders of listed companies increased by 87.42%~99.13% over the same period of last year; the net profit of Perfect World attributable to shareholders of listed companies increased by 330.84%~350.25% year-on-year; The net profit of the company's shareholders increased by 69.63% to 134.60% year-on-year.
Regarding the performance growth in the first half of this year, many companies said that the online games entered the contribution period last year, and the income of the old games was stable.
It is worth noting that the performance of some game companies in the first half of this year increased by more than 30 times year-on-year.
Glacier Network's 2022 semi-annual performance forecast disclosed that during the reporting period, the net profit attributable to shareholders of listed companies was 270 million to 340 million yuan, an increase of 3924.74% to 4968.20% over the same period last year.
The company said that during the reporting period, the company continued to increase investment in game product research and development, continued to strengthen operations and distribution capabilities, and continuously improved user experience. During the reporting period, new card products were recharged and revenue increased.
Senior Internet observer Ding Daoshi pointed out that the current domestic game industry is going through a period of adjustment. During this period, the first is the gradual tightening and improvement of policies, the second is the reduction of population "dividends", and the third is that the external financing environment has become difficult .
A combination of factors has led to a decrease in consumers' willingness to spend money on games.
"Under this trend, some old games can contribute cash in the market, and new games still need to be tested by the market. In the short term, it is difficult for the market to achieve the same performance as in the past through the issuance of game version numbers or the emergence of new games. Explosive growth", Ding Daoshi said, "The basic market of the game industry can still be guaranteed."
Industry: The performance of A-share game companies still needs to be greatly improved compared with three years ago
In April this year, the version number of domestic online games was reissued after 8 months.
Subsequently, games were approved for three consecutive months in June, July, and August.
On August 1, the State Press and Publication Administration announced the fourth batch of game version numbers this year, and a total of 69 games were approved this time.
According to the approval information, a number of manufacturers, including Gigabit, Zhongqingbao, Duoyi Network, Chuangmengtiandi, Celadon Culture, Sohu Changyou, Xuancai Interactive (China Telecom), etc., have obtained the version number, and there has not yet been a Tencent and NetEase relationship. game product.
According to statistics, since April this year, a total of 241 games have obtained version numbers.
The Huaan Securities Research Report pointed out that in August, the game version number was issued, and the game version number distribution became more normalized, and the normalization and certainty of the policy were further verified. Follow-up suggestions paid more attention to the recovery of industry companies’ income and the ability to reduce costs and increase efficiency.
The game version number is a "pass" for a game to be released.
In the first half of this year, the approval of game version numbers has been restarted, and market investors are expected to improve.
In the first half of the year, is its stimulating effect on the game market in line with expectations?
Zhang Yi, CEO of iiMedia Research Consulting, believes that the so-called meeting expectations requires a long-term perspective.
Because it takes a period of time for an enterprise to get a version number to develop a product and go to market, from 5 months, half a year or even a year.
In the secondary market, the current overall level of stimulation has not reached a relatively high level, only a slight performance.
Zhang Yi said that the overall performance of A-share game companies in the current period still has a lot of room for improvement compared to the level three years ago.
In general, from the perspective of performance, including revenue and profit, as well as its market value performance, this year's game stocks are on the low side.