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At the end of the year, the Chinese game circle has stumbled through another year. For those Chinese game companies that have gone public, the bits and pieces of the past year have finally been reflected in the changes in stock prices.
In this article, GameLook summarizes the year-round changes in the stock prices of 28 major Chinese game companies listed on A-shares or Hong Kong stocks, and reviews the achievements of Chinese game companies in the capital market in 2021.
Hong Kong stocks A shares have two heavens, but do not affect the output and outbreak of new products
2021 is undoubtedly a year of strengthening the supervision of the game industry, and it is also a big year for the anti-monopoly of the Internet industry. The new anti-addiction policy that landed at the end of September this year and the suspension of the issuance of version numbers for 5 months have brought an impact on the game industry, and a number of US listed technology companies have also achieved secondary listings in Hong Kong stocks.
Overall, the stock prices of Hong Kong game companies this year generally showed a downward trend, while A-share listed game companies were relatively good this year. However, regardless of the magnitude of the change, the company's product launch rhythm has remained quite good, and at the moment when the release of the version number is suspended, game manufacturers still bring a lot of fine products to the industry.
For example, Tencent and NetEase, the two giants, Tencent launched a series of blockbuster products in 2021, such as "League of Legends Mobile Game" and "Pokémon Collection" attached to strong IP. In particular, "League of Legends Mobile Game", after the launch of the national service, quickly achieved the outstanding result of the second most active user in the Chinese market, ranking among the super explosive mobile games.
NetEase launched the IP adaptation mobile game "Harry Potter: Magic Awakening" in September, the product immersed in the restoration of the magical world in the original book, once it was launched, it gained phenomenal heat, and countless players rushed to Hogwarts to experience wonderful college life.
In addition, the comic adaptation product "Voyager King: Blood Route" cooperated by CMG and Sunrise Lightyear also caused a market sensation, and it landed on the Top 1 of the App Store free total list on the first day of launch. In addition to the traffic advantage of relying on the IP of "Voyager King", the diversified gameplay of the game itself and the design of the restored IP are also the key factors for it to win the market.
In the A-share market, the four major game stocks (Perfect World, Gigabit, 37 Interactive Entertainment, and Century Huatong) have also performed well in the past year.
For example, the classic IP mobile game "Sword Net 1: Return", jointly released by Century Huatong's Sheng qu games and Xishanju, has entered the top three of the iOS free list on the day of launch since the opening of the undeleted test on October 15. At the same time, this year's legendary copyright and World Huatong also won the support of the high court's judgment.
Perfect World's self-developed two-dimensional science fiction MMO "Magic Tower" also successfully set off a boom at the end of the year. In the game, the fusion of open world + MMO also makes many players feel the fun of common exploration. On the day of the game's launch, the turnover exceeded 50 million, and the first week of the turnover exceeded 200 million yuan.
After the launch of the gigabit self-developed Xiuxian placement mobile game "A Thought of Escape", it also ranked 5th on the iOS best-seller list, once again refreshing the outside world's perception of the placement track. The success of "One Thought Runaway" in operation and game design has also made itself the biggest hit in this year's placement game.
The "Douluo Continent: Soul Master Showdown" self-developed by 37 Interactive Entertainment relies on the blessing of top national comic IP and next-generation quality, and directly tops the iOS free list at the first time. According to the 2021 semi-annual report of 37 Interactive Entertainment, the first month of the game flowed 378 million, and the monthly flow in August exceeded 700 million. Puzzles & Survival, which was released by Sanqi Agent in overseas markets, has also achieved impressive results.
The highest gain is above 200%, and there are more possibilities in the future
From the rise of the stock price to standardize the ranking, Zhongqingbao reached the top with a staggering performance of 252.7%. The reason why it can get so much favor from the market stems from the "meta-universe" plan announced by Zhongqingbao in September this year. In the plan, Zhongqingbao said that it will launch a meta-universe game called "Brewing Master", which focuses on simulated operation and can realize the linkage between virtual and realistic dreams. In the game, the player's own "hand- brewed wine" can be picked up offline at the distillery brand store.
In addition, Dreamworld, which has the second largest increase, has also chosen to take the initiative to transform in recent years, and has developed the company's long-term strategy around the three major businesses of games, SaaS and offline physical stores, trying to deeply combine games with offline entertainment, so as to explore more commercial value.
The "industry veteran" Kaiying Network also determined the strategy of "investment + IP" in 2021, not only launched the IP adaptation mobile game "Sword Art Online Black Swordsman: Ace" in June, which received a good market response, and then continued to increase investment in different categories of studios to expand its own product types.
From the perspective of stock price decline, the top five decliners are Zulong, Station B, Jinshan, Biodow, and Perfect World. For Zulong, it has not launched too many new products in 2021, but considering its rich experience in the MMORPG field and holding an open world mobile game "Noah's Heart" created by Unreal Engine 4, the future is still worth paying attention to. At the end of 2021, Perfect World released "Magic Tower" became a hit and is expected to improve its performance in the future.
In the year's Ying Police announcement, Biao said that the company will pay more attention to the long-term value of IP. At present, THERE are 3 products under the test of BIOC, and 6 are under development next year. Among them, it should be pointed out that among the upcoming new products is the "Ob island" mobile game, which is very worthy of expectation.
Overall, although the stock price has risen and fallen, it has not stopped the pace of continuous exploration and innovation of game companies, and many companies still have many heavy weapons in their hands, which are expected to stir up the entire game market again in the new year, bringing unlimited possibilities.
Whether it's for players or for the gaming industry as a whole, 2022 is something to look forward to.
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GameLook Daily Game Industry Report
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