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《王者榮耀》再登頂全球手遊收入排行榜;《航海王熱血航線》上線後表現亮眼

Sensor Tower近日發佈2021年3月全球手遊收入排行榜,騰訊旗下《王者榮耀》再次登上榜首,3月份收入約為2.58億美元,同比增長63%,中國地區貢獻約96%的收入。而騰訊旗下另一款爆款《PUBG Mobile》則排名第二,3月份收入約為2.41億美元,中國/美國地區分別貢獻60%/10%的收入。

另一方面,IGG推出的《王國紀元》則在 3 月份成為 Google Play 收入排名第四的遊戲,收入超0.59億美元,同比升250%,主要由於該遊戲在1月份成功導入戰鬥通行證玩法(戰令)。

此外,由中手游及字節跳動旗下朝夕光年合作發行的IP巨作《航海王熱血航線》於4月22日公測上線,上線後表現亮眼,上線首日即獲得IOS免費榜第一、暢銷榜第七的佳績。截止4月28日,《航海王熱血航線》在IOS免費榜及暢銷榜分別排名第3名及第6名,表現穩定。

我們認為遊戲行業的整體增長邏輯仍然保持強勢,預計2021年將會有不同遊戲大作上線,我們依然看好研發能力較強及擁有強大IP優勢的廠商,中長線推薦騰訊(700.HK)、網易(9999.HK)、中手游(302.HK)、IGG(799.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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