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Sensor Tower發佈“2021年1月中國手遊發行商全球收入排行榜”

Sensor Tower近日發佈2021年1月中國手遊發行商在全球App Store + Google Play商店的收入排名。排行榜單上的30個中國手遊發行商1月在全球共吸金約23億美元,同比增加47.3%。騰訊排名蟬聯榜首,Sensor Tower預計騰訊遊戲1月份收入環比增加18%,該增長為自去年3月份以來最高的環比增長率。其中,Sensor Tower指出,在PUBG Mobile(《和平精英》)全球總決賽熱烈氛圍的帶動下,PUBG Mobile(《和平精英》)的1月收入環比增長51%。此外,IGG旗下主打遊戲《王國紀元》在上線5年後於2021年1月份創下單月最高流水,帶動IGG 1月份總收入環比增長79%。

在單個遊戲方面,“2021年1月中國App Store手遊收入排行榜”的前7位排名遊戲與2020年12月份的一致,但騰訊旗下12月底上線的《使命召喚》手遊收入環比增長91%,榮升至榜單第8名,環比提升4個排名。另一方面,網易旗下1月上線的MMORPG新遊《天諭》憑藉上線後的優秀流水表現,登上榜單第9名。

即使全球宅經濟紅利在逐漸消退,惟遊戲流水增長態勢依舊保持強勁,尤其是龍頭廠商旗下的精品遊戲,多個精品遊戲於2021年1月份創下單月歷史最高流水。我們持續長線看好中國龍頭遊戲廠商,建議投資者重點關注騰訊(700.HK)、網易(9999.HK)。

撰稿: 趙明志研究分析員
電話:
+852 2277 1514

電郵地址:
kevinchiu@phillip.com.hk
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