中信建投:今年以来游戏行业供需两旺 游戏平台社区有望充分受益于行业高景气

E公司
18 Jul

人民财讯7月18日电,中信建投证券研报认为,今年以来游戏行业供需两旺,需求端,1—5月国内手游市场规模同比增长20%;供给端,1—6月国产游戏版号数量同比增长21%,6月单月创22年以来新高。游戏平台社区有望充分受益于游戏行业的高景气。一方面,游戏社区的用户活跃度有望增加,在不增加adload的情况下,也可以提升平台的广告收入。另一方面,长青游戏的稳健运营和中小体量新游戏上线,有望提升游戏平台社区...

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