港股异动 | 游戏股普涨 苹果调低应用商店佣金率或产生示范效应 有助国内开发商提升盈利空间

智通财经
Mar 17

智通财经APP获悉,游戏股普涨,截至发稿,蓝港互动(08267)涨7.94%,报0.34港元;博雅互动(00434)涨5.41%,报3.12港元;哔哩哔哩-W(09626)涨3.55%,报210.2港元;心动公司(02400)涨3.06%,报74.2港元;网易-W(09999)涨1.39%,报185.3港元;腾讯(00700)涨0.36%,报560.5港元。

消息面上,高盛最新研报指出,苹果上周宣布调低中国内地App Store的佣金率;而谷歌亦于3月初宣布对Google Play商店的应用内购买佣金率将从30%降至20%或更低,并将开放第三方支付,允许开发者使用谷歌自家外的计费系统。高盛认为,上述两家公司调低佣金率,将降低手游开发商/发行商的渠道成本,有助扩大其利润,并可节约成本增加研发投入,为初创团队/中小企业提供更长的发展周期,推动整个行业发展,培育更多创新产品。

高盛续指,Google Play商店的举措,亦可能为国内企业海外扩张铺平道路。更重要的是,苹果的举措可能产生示范效应,并成为游戏开发商向国内安卓渠道施压、促使其进行类似改革的重要筹码。如果国内安卓渠道效法苹果降低佣金率,游戏发行商/开发商的盈利能力尚有进一步提升空间。

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