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class="subject"> <h1>疫情催化游戲暴漲硬核聯(lián)盟業(yè)務激增萬咖壹聯(lián)或?qū)⑹芤?/h1> <div id="zjvhxpf1b7" class="attr"><span id="zjvhxpf1b7" class="time">2020/2/19 11:58:50</span> <span id="zjvhxpf1b7" class="source">挖貝網(wǎng)</span> <span id="zjvhxpf1b7" class="author"></span></div> <div id="zjvhxpf1b7" class="subject-content"> <p style="text-indent: 2em; text-align: left;">2020年，受新冠肺炎的影響，網(wǎng)民假期時間拉長，互聯(lián)網(wǎng)用戶規(guī)模和在線時長激增，在線游戲和家庭娛樂大屏成為了主要的休閑方式，游戲行業(yè)迎來前所未有的激增和暴漲。</p><p style="text-indent: 2em; text-align: left;">伽馬數(shù)據(jù)監(jiān)測顯示，春節(jié)期間7日內(nèi)（從除夕到初六原法定節(jié)假日7天），蘋果暢銷榜TOP10游戲流水同比增長達到40%以上，TOP10-60的游戲流水增長幅度更高，超過了100%。這也意味著，相較于騰訊、網(wǎng)易等巨頭，腰部企業(yè)營收增長更為迅猛。</p><p style="text-indent: 2em; text-align: left;">而在安卓游戲渠道發(fā)行端同樣呈現(xiàn)出爆發(fā)增長的趨勢。第一財經(jīng)報道顯示，由華為、OPPO、vivo、魅族等8個國內(nèi)一線手機廠商組成的硬核聯(lián)盟春節(jié)期間游戲業(yè)務猛增，推廣效果顯著。硬核聯(lián)盟官方秘書處表示，熬過游戲寒冬存活下來的游戲公司，只要在春節(jié)期間有產(chǎn)品上線和持續(xù)運營，收入都比往年同期至少增長50%，在硬核聯(lián)盟渠道推廣的游戲公司，其在春節(jié)假期的增長率能有效覆蓋和彌補最近兩年因市場環(huán)境調(diào)整所受到的影響。</p><p style="text-indent: 2em; text-align: left;">據(jù)了解，硬核聯(lián)盟的官方秘書處為玩咖歡聚，其母公司為港股上市公司萬咖壹聯(lián)（01762.HK），與華為、OPPO、vivo等國內(nèi)一線手機廠商關(guān)系緊密，掌握了硬核聯(lián)盟重要的分發(fā)渠道。公司業(yè)務網(wǎng)站顯示，騰訊、網(wǎng)易、完美世界等均為該公司重要客戶。根據(jù)《2019硬核聯(lián)盟白皮書》數(shù)據(jù)，<span style="color: rgb(51, 51, 51);">截止至2019年10月，硬核聯(lián)盟應用商店/游戲中心的月度活躍用戶數(shù)達7.15億。硬核聯(lián)盟的用戶規(guī)模巨大且仍保持穩(wěn)步增長</span><span style="color: rgb(51, 51, 51);">。</span></p><p style="text-indent: 2em; text-align: left;">今年春節(jié)除《王者榮耀》、《和平精英》游戲火爆之外，因社交性和休閑性凸出的棋牌游戲表現(xiàn)也十分矚目。民生證券研報表示，線上棋牌類游戲下載量明顯爆發(fā)，頭部棋牌類游戲下載量峰值較疫情發(fā)酵前均上漲200%以上。</p><p style="text-indent: 2em; text-align: left;"><span style="color: rgb(51, 51, 51); background: rgb(255, 255, 255);">根據(jù)</span><span style="color: rgb(51, 51, 51); background: rgb(255, 255, 255);">2019年</span><span style="color: rgb(51, 51, 51); background: rgb(255, 255, 255);">硬核聯(lián)盟的游戲下載數(shù)據(jù)，硬核聯(lián)盟用戶下載動作冒險、經(jīng)營策略、角色扮演這三類重度游戲品類的占比均超過</span><span style="color: rgb(51, 51, 51); background: rgb(255, 255, 255);">了</span><span style="color: rgb(51, 51, 51); background: rgb(255, 255, 255);">10%</span><span style="color: rgb(51, 51, 51); background: rgb(255, 255, 255);">，在棋牌天地類游戲中的下載量同樣達到了7%。隨著線上棋牌游戲下載量的爆發(fā)，硬核聯(lián)盟休閑類的游戲量也會激增。</span></p><p style="text-indent: 2em; text-align: left;"><span style="color: rgb(51, 51, 51); background: rgb(255, 255, 255);">在整體游戲行業(yè)爆發(fā)增長的趨勢下，</span>多家游戲公司2020年一季報收入會大幅增長，有分析師預測，今年一季度游戲行業(yè)收入增速會在25%以上。從具體公司來看，游族網(wǎng)絡（002174.SZ）、完美世界（002624.SZ）、巨人網(wǎng)絡（002558.SZ）、姚記科技（002605.SZ）等上市公司相關(guān)游戲均有亮眼表現(xiàn)。這也意味著，<span style="color: rgb(51, 51, 51); background: rgb(255, 255, 255);">隨著硬核聯(lián)盟業(yè)務暴漲的萬咖壹聯(lián)（01762）HK）也將受益。</span></p><p style="text-indent: 2em; text-align: left;"><span style="color: rgb(51, 51, 51); background: rgb(255, 255, 255);">近日，多家機構(gòu)上調(diào)了對相關(guān)游戲業(yè)務公司的評級。</span>花旗發(fā)表研究報告指，騰訊(0700.HK)今年的線上游戲、視頻和社交網(wǎng)絡業(yè)務已經(jīng)在武漢新型<span id="zjvhxpf1b7" class="mgc">冠狀</span>病毒肺炎疫情中受惠，加上穩(wěn)健的游戲開發(fā)數(shù)量和海外收入等也將使游戲收入加速增長。小幅下調(diào)公司2020年每股盈利預測0.7％，并分別上調(diào)2021年收入和每股盈利預測1％和1.9％。上調(diào)公司目標價14％至484港元。</p><p><br/></p> </div> </div> <div id="zjvhxpf1b7" class="model-tags"> <a class="tag" onclick="javascript:void(0)" title="萬咖壹聯(lián)">萬咖壹聯(lián)</a> </div> <div id="zjvhxpf1b7" class="model-share"> <dl class="model-share-inner"> <dt>分享到</dt> <dd> <a href="javascript:void(0)" title="分享到微信" class="item item-wx"><i class="icon-share icon-share-wx"></i></a> <a href="javascript:void(0)" title="分享到微博" class="item item-wx"><i class="icon-share icon-share-wb"></i></a> </dd> </dl> <div id="zjvhxpf1b7" class="bdsharebuttonbox 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