板块轮动继续！游戏股逆势活跃，行业Q4能否进入回升通道？

格隆汇11-14

今日，游戏板块多股逆势上涨，截止午盘，姚记科技、实丰文化、ST华通涨停，拓维信息、冰川网络涨超8%，天娱数科、中青宝等纷纷跟涨。消息上，得益于海内外长青游戏的稳健表现，Q3腾讯游戏业务在本土市场和国际市场均延续了Q2的增长态势，本土市场收入增长提速，国际市场收入创季度新高。国内游戏市场加速复苏受《黑神话：悟空》和移动新品的驱动，《2024年Q3中国游戏产业报告》显示，今年三季度国内游戏市场实际...

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Game stocks are active against the trend. Can the industry enter the recovery channel in Q4?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"300533":0.9,"002602":0.9,"002605":0.9,"002862":0.9,"002261":0.9,"00700":0.67,"TCEHY":0.6,"HTCD.SI":0.6},"content_text":"今日，游戏板块多股逆势上涨，截止午盘，姚记科技、实丰文化、ST华通涨停，拓维信息、冰川网络涨超8%，天娱数科、中青宝等纷纷跟涨。消息上，得益于海内外长青游戏的稳健表现，Q3腾讯游戏业务在本土市场和国际市场均延续了Q2的增长态势，本土市场收入增长提速，国际市场收入创季度新高。国内游戏市场加速复苏受《黑神话：悟空》和移动新品的驱动，《2024年Q3中国游戏产业报告》显示，今年三季度国内游戏市场实际销售收入为917.66亿元，同比增长8.95%，创下单季收入历史新高。与此同时，客户端游戏IP的崛起和自主研发游戏海外市场的拓展成为推动游戏产业增长的重要力量。在出海方面，今年1-9月，中国自主研发游戏海外市场实际销售收入51.69亿美元，环比增长15.40%，同比增长20.75%。另据《2023年中国游戏产业IP发展报告》显示，2024年1-9月，中国游戏IP市场实际销售收入达1960亿元，全年收入预计超过去年水平（2023年为2459.2亿元）。供给端来看，单月游戏版号数量维持高位，游戏行业政策支持信号明确。10月下发113款国产游戏版号和15款进口游戏版号。其中包括恺英网络《黑龙风暴》《永恒龙族》、腾讯《龙石战争》《爆裂小队》《天堂2：盟约》《胜利女神：妮姬》、快手《三国望神州》等大厂新作获批版号，版号供给持续充足。新品游戏上线方面，据不完全统计，Q4有46家厂商共计54款新游戏蓄势待发，各大游戏厂商纷纷祭出“杀手锏”血拼收官战。其中，腾讯的《宝可梦大集结》将于11.7上线，吉比特代理游戏《异象回声》定档11.13，快手《无尽梦回》将于11.21上线。游戏板块Q4将步入回升通道？尽管今年游戏版号数量有所增加，并且三季度有《黑神话：悟空》等重磅大作刺激市场热度，但显然这些并不能完全反映游戏市场的全貌。从行业三季度业绩来看，各大厂商游戏业绩冷暖不一，A股仅有5家游戏公司实现前三季度营收与净利润的双增长。其中，世纪华通仍然保持领先优势，为A股游戏公司营收第一名，三七互娱则在净利润方面更胜一筹，以18.97亿元位于A股游戏公司净利润榜首；另外，由于完美世界进入深度调整阶段，神州泰岳强势跻身营收榜单第三名。不过，腾讯昨日公布的三季报让市场重新看好游戏景气度。财报显示，腾讯今年第三季度，网络游戏业务收入518亿元，同比增长12.6%；本土和国际市场收入分别同比增长14%和9%，延续二季度的增长势头。二级市场表现来看，今年以来，游戏行业指数涨6.5%，不及沪指15.3%的涨幅。不过，自9月24日以来，游戏行业指数大涨48%，远超沪指24%的涨幅。招商证券指出，今年A股游戏板块表现疲软的一个重要原因是新游戏上线较少，相比之下，港股游戏公司如腾讯、网易、哔哩哔哩、心动等则推出了众多新游戏。但新游戏方面近期有望出现放量，四季度各家厂商均推进产品测试，随着新游戏的陆续上线，游戏公司的业绩或将在后期实现环比反转。天风证券认为，游戏行业政策支持信号明确，板块估值修复基础相对扎实。A股游戏厂商产品储备丰富，9月开始其成熟游戏受新品竞争压力将边际减弱，同时新游戏发行窗口也将明显改善，由此四季度开始游戏板块业绩增长有望进入回升通道。国元证券表示，整体随新游上线改善景气度向上，小游戏、MR贡献增量看点，建议布局产品管线丰富的游戏厂商。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2483906438"}