April 12 news, yesterday evening, the State Press and Publication Administration announced the "April 2022 domestic online game approval information", a total of 45 games were approved. This is the first game version number announced by the State Press and Publication Administration since July 2021.
45 games approved Game stocks opened sharply higher
In the list of game version numbers released by the State Press and Publication Administration this time, a number of listed companies have products on the list, including Youzu, Gigabit, 37 Interactive Entertainment, Dream World, etc., the specific list is as follows:
On July 22, 2021, after the State Press and Publication Administration announced the latest batch of game version numbers, it did not announce the new game approval numbers. The version numbers released this time are the first batch of version numbers in 2022, and the first batch of game version numbers to be restarted after 8 months.
In fact, before the National Press and Publication Administration released the specific list, there was already news on social media that the domestic game version would be restarted. Among them, there are "Dream Voyage" of Sanqi Interactive Entertainment, "Sword Net 3 Origins" of Xishanju, and "Tower Hunter" of Thunder Network, a gigabit subsidiary.
After the list was officially announced, Huang Yimeng, chairman of The Heartthrob Network, sighed in the circle of friends: "Finally there is a version number, and I cry with joy." Chen Cheng, head of public relations of the Heartbeat Network, told the media, "Previously, there was news every month that the version number was to be issued but it was debunked, so the company did not bet on the April version number, but carried out strategic and business planning according to the expectation of the industry's lower version number recovery and issuance." ”
The game that Heartbeat Network got the version number this time is "Party Star". According to public information, this is a cartoon-style casual competitive mobile game, players can choose different weapon systems, modes and characters to carry out adventures, defeat all the enemies in front of them, you can receive rewards.
Shanghai Shenyin Wanguo Securities Research Institute believes that the recovery of game version numbers not only injects fresh content blood into the game industry, but also improves the performance expectations of game companies in the second half of 2022 and 2023, which has a positive impact on advertising and game live broadcasting.
Not only game makers, but also gamers cheered. After the version number was restored, "Congratulations to Sword Network 3 Yuanyuan Xi Ti's first batch of game version numbers" and "Finally ushered in this day" and other emotions on social media.
Affected by this news, the stock prices of game listed companies opened today and ushered in a sharp rise. Glacier Network, Dasheng Culture, Youzu Network, etc. as of press time, Bilibili Hong Kong stocks rose 9.15%, Tencent rose 3.39%, NetEase Hong Kong stocks rose 3.3%, Dreamworld rose 2.64%, and Gigabit rose 0.89%.
Going to sea has become the consensus of the industry
After the suspension of the issuance of the game version number, the domestic game industry ushered in a major reshuffle. Small and medium-sized game companies have accelerated their elimination, or turned overseas, and large game companies have opened up the development path of boutique + going to sea. Going to sea has become the consensus of the game industry.
It is understood that the Southeast Asian market is one of the potential markets for domestic game companies to go to sea, and the cultural habits here are similar to the Chinese market, and it is the fastest growing Internet region in the world. According to Sensor Tower data, a total of 48 Chinese mobile games were shortlisted for the Top 100 in the Southeast Asian best-seller list in 2021, attracting a total of about $980 million, accounting for 54% of the total revenue of the Top100.
Over the years, the domestic game market has mainly been monopolized by the two giants of Tencent and NetEase. In contrast, the overseas market is more diverse, and some new companies can also run out. For example, "Mobile Legends: Bang Bang", launched by Mu Hitomi Technology in the Southeast Asian market, has become a national product in the region, and its influence is comparable to the status of "Glory of the King" in the domestic game market.
Mu Hitomi Technology is a Shanghai-based game company that was acquired by ByteDance in March 2021. Yuan Jing, CEO of Mu Hitomi Technology, said at the time that ByteDance is a very successful company in globalization, with a wide range of users and channels around the world. Mu Hitomi has many years of experience in game research and development, and the game has been successful in many countries around the world. In the future, the two sides will continue to integrate superior resources at the level of technology, channels, content, etc., create greater user value, and "go further on the road of global game companies."
Since the beginning of this year, the pace of game companies going to sea has further accelerated. According to the Sensor Tower store intelligence platform, in March this year, a total of 38 Chinese manufacturers were shortlisted in the top 100 of the global mobile game publisher revenue list, with a total of more than 2.22 billion US dollars, accounting for nearly 40.2% of the revenue of the world's top 100 mobile game publishers. Among them, Tencent, NetEase and Mihayou are among the top three in the global mobile game distribution company revenue list.
In Q3 2021, Tencent announced its game revenue separately for the first time in the international market. The latest financial report shows that the international market revenue has accounted for 26% of Tencent's game business revenue in 2021, of which this proportion reached 30.8% in the fourth quarter. In December last year, Tencent also launched a new brand, LEVEL INFINITE overseas, and plans to launch products such as "Tower of Fantasy" and "Apex Legends Mobile" in the future in the international market.
NetEase plans to launch Harry Potter: Magic Awakening and Deadby Daylight Mobile - NetEase overseas. Cmgevie also said that it will launch more excellent games for overseas markets during the year, including "True Three Kingdoms Peerless" and "Douluo Continent: The Return of the God of Fighting" Vietnamese, European and American versions. The heart-pounding online mobile game "Party Star" also chose to launch in Japan before getting the domestic version number.
Judging from the release of the list in the first three months of this year data.ai, the revenue and anti-risk ability advantages of the head enterprises are still obvious, and the new overseas market players need to work harder to quickly find a foothold in the fierce overseas competition.