版號年內二次發放,中手遊午盤收漲4.31%站上60日均線,成交顯著放大
格隆匯6月8日丨受第二批版號下發影響,中手遊(0302.HK)6月8日盤中最高達到2.28元港幣。截止午間收盤時,中手遊報收2.18元港幣,站上60日均線,成交1360萬股,涉及資金2988萬港元,相比前一交易日顯著放大。同時,港股手遊股迎來普漲,騰訊控股漲超4%,網易遊戲漲幅接近3%,嗶哩嗶哩漲超15%。
多家市場分析機構指出,隨着國內第二批60款遊戲版號的下發,較4月時發佈的45款遊戲版號更多,從而加強遊戲審批流程更加正常化的信心,市場正逐漸釋放對中國遊戲產業前景的擔憂情緒,投資者將變得更加積極。此外,內地批出60款國產網絡遊戲,亦向互聯網行業發出政策支持正面信號。
此前,東方財富曾發佈研報首予中手遊“買入”評級。研報稱,中手遊自身研發能力突出,海外業務取得突破,發行能力得到驗證。同時,2022—2023年產品線強勁,有多款新遊靜待上線,產品結構相較業內其他公司更爲多元化。加之深耕IP生態,IP運營覆蓋產業鏈,價值亦會持續發酵。
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