AIGC refers to the use of artificial intelligence technology to generate content.
AIGC has a wide range of application scenarios, including but not limited to automated writing, image generation, video production, virtual character generation and other fields.
The concept of artificial intelligence is hot, and the rapid development of AIGC technology is expected to help game manufacturers reduce costs and improve efficiency, which is beneficial to the game industry.
At present, 25 game companies have released 2022 performance related reports. Statistics based on annual report data or lower limit of forecast interval:
1. Perfect World's net profit doubled, a year-on-year increase of 268.41%.
2. The net profit of Shengtian Network, Kaiying Network and Shenzhou Taiyue increased by 67.85%, 61.25% and 42.54% year-on-year.
From a personal point of view, the future development of the game industry has a lot of space:
1. Mobile games and web games provide a lot of convenience for gamers, and the operation method is becoming more and more simple, which is conducive to players getting started.
2. The outbreak of the global economic crisis, the pressure of life, the pressure of work and other factors lead to the need for a release channel. Playing games is a great way to vent.
3. Now there are many 3D and 4D games with very good picture quality, which is easy to attract the attention of many players and let more people join.
4. The game industry can drive the development of other industries, such as animation, film and television, social platforms, self-media, etc.
I also loved playing games in high school and college, when web games were just getting started and there were no mobile games.
Mainstream games World of Warcraft, DOTA, Go-Kart, Legends, etc. And my favorite is DOTA, and it feels really cool for a few friends to open four kills, five kills, and break each other's cities together. AND THE BURNING FEELING WHEN TEAMS SUCH AS EHOME, LGD, IG AND OTHER TEAMS WON THE CHAMPIONSHIP IS STILL UNFORGETTABLE IN RETROSPECT.
As I get older, I have a family and children, and I focus more on work and life. But in his spare time, he will still play small games such as fighting landlords to relax his mood.
Everyone will have their own story and mood for the game, and I hope to see your sharing in the comment area to rekindle that passion.
Huatai Securities is optimistic about the recovery of the game industry in 2023, and the valuation performance is expected to be double-clicked by Davis.
Davis double-click: refers to buying stocks at low P/E ratios and selling at high P/E ratios.
According to the "January 2023 Game Industry Report" released by Gamma Data, the domestic game market has picked up and mobile games have grown significantly. The size of China's game market in January was 24.052 billion yuan, an increase of 23.62% month-on-month; The sales revenue of China's mobile game market was 17.619 billion yuan, an increase of 26.88% from the previous month.
Listed companies in the game industry: Focus Media, 37 Interactive Entertainment, Songcheng Performing Arts, Century Huatong, Perfect World, Gibbit, Phoenix Media, Giant Network, Kunlun Wanwei, Kaiying Network, etc.
Xiamen Gigabit Network Technology Co., Ltd. is a national key software enterprise specializing in creative planning, R&D, production and commercial operation of online games. The company has successfully developed or operated many games such as "Ask the Road", "Ask the Road Mobile Game", "The Mystery Labyrinth", "Underground Castle 2: Dark Awakening (Android Version)", "Alienated Land", "Strange Fighter", "Greedy Cave 2", "Ilona", "Lost Castle", "Blade of the Abyss" and so on.
Gigabit (ticker: 603444)
Gigabit annual chart
Financial Data:
P/E ratio: 20.52 times.
Gross margin: 90.87%-84.44% in the past five years.
Earnings per share: 8.53-20.43 in the past five years, increasing year by year.
Return on equity: 29.58%-35.97% in the past five years.
Operating income: increasing year by year in the past five years.
Net profit: increasing year by year in the past five years.
Analysis: The company has good long-term trends and financial data, suitable for long-term investment. At present, the stock price is at a high level and wide range of volatility. You can follow the trend when the direction is clear.
In summary, the game industry benefits from the help of AIGC technology, and there is still a lot of room for development in the future. However, the industry competition is fierce, and it is important to pay attention to whether the innovation ability and R&D ability of leading stocks can continue to bring high growth in performance.
Finally, I still want to tip: the stock market is risky, you need to be cautious when entering the market, the above is only a personal view, for your reference.
It is not easy to create, and your likes, followes, shares and retweets are the greatest support for me.