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【券商聚焦】广发证券指双端新品强势拉动游戏市场营收 二次元游戏出海表现可期

金吾财讯
Apr 23

金吾财讯 | 广发证券研究指，游戏市场需求持续增长，用户对精品游戏的付费意愿持续提升。2026Q1国内游戏市场实际销售收入971.72亿元，环比增长2.54%，同比增长13.38%。其中，客户端游戏市场实际销售收入为249.76亿元，环比增长11.17%，同比增长39.38%，增速领先于整体市场。报告显示，市场规模的环比提升，主要得益于多款双端互通新品在季度内上线并贡献了收入。该机构认为，PC端设备性能及产品沉浸感通常高于移动端，双端产品及PC市场的增长，本质上是用户对品质更高、体验更好的游戏的付费意愿增强，头部优质产品的市场空间持续扩大。二次元赛道具备全球属性，出海表现可期。二次元游戏出海空间广阔，二次元文化作为新兴的潮流文化，在海外的潜在用户规模持续扩张，海外调研机构Cognitive Market Research预计ACGN亚文化(即二次元文化)产业市场规模年均复合增速为11.3%，可以认为，二次元是海外市场重要的文化潮流，具备广泛的潜在受众。该机构表示，通过“都市”题材与其他二次元的玩法差异化，产品有望从已经较为同质化的二次元开放世界中找到新的玩法，提升用户留存意愿，推动产品流水规模的提升。

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