游戏板块:政策利好+产品周期 行业持续估值修复

中国国际金融股...
25 Jun

行业近况国家新闻出版署于6 月24 日下发年内第6 批游戏版号(国产版号147 个/进口版号11 个/审批信息变更7 个)。我们就行业近期情况进行更新点评。评论政策边际向好、立体化覆盖,版号节奏稳中有升。政策端主要围绕三个主题:游戏出海、文化科技发展、新消费。今年3 月在国务院《提振消费专项行动方案》中提及游戏、传媒娱乐消费等。近期区域层面,广东、浙江、成都、北京等均出台鼓励政策,强化资金支持与...

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