金吾财讯 | 华泰证券表示，据苹果官网宣布，自3月15日起，中国内地（大陆）App Store的内购及付费App的佣金率将由30%降低为25%，同时，小型企业项目、小程序合作伙伴开发者，应用内购和自动订阅续费满一年后的优惠费率，同步从15%下调至12%。该机构认为，苹果端分成比例的下调，将直接带动游戏厂商利润率提升，渠道降费与开放为行业大趋势，利好游戏产业健康持续发展。该机构建议关注游戏板块内出海游戏收入占比较高及整体竞争力较强的头部公司。
金吾财讯 | 华泰证券表示，据苹果官网宣布，自3月15日起，中国内地（大陆）App Store的内购及付费App的佣金率将由30%降低为25%，同时，小型企业项目、小程序合作伙伴开发者，应用内购和自动订阅续费满一年后的优惠费率，同步从15%下调至12%。该机构认为，苹果端分成比例的下调，将直接带动游戏厂商利润率提升，渠道降费与开放为行业大趋势，利好游戏产业健康持续发展。该机构建议关注游戏板块内出海游戏收入占比较高及整体竞争力较强的头部公司。
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