Rise of new wealth: Before the return of Shanda giants, who was the king of A-share game stocks in the first half of the year?
since last year, page gaming giants such as 002174.SZ and 002555.SZ have completed backdoor borrowing, while Kunlun Wanwei (300418.SZ) also completed its listing in the bull market in the first half of this year, creating a capital feast.
on the last trading day before the parade, the market failed to give a gift to the country with a positive line. The market is already so heavy, let's take a look at a lighter game industry.on the one hand, there is a collective accelerated return of general game stocks, and on the other hand, the securitization of A-share game industry is in full swing. With the mobile game boom in 2013, the capital curtain of game companies has gradually opened. Since last year, page game giants such as 002174.SZ and 002555.SZ have completed backdoor borrowing, while Kunlun Wanwei (300418.SZ) also completed its listing in the bull market in the first half of this year, creating a capital feast.
as of the semi-annual report, there are more than 10 A-share game companies, and several entertainers have selected the top ten. (this article does not consider the cases of mergers and acquisitions of traditional media transformation, although some of the acquired assets may be among the top 10.)
after the completion of the tourist network after the backdoor plum umbrella was completed in June last year, under the overall planning of the three major strategies of "global distribution, big IP, movie and game linkage", the company successfully iterated the past "page game + research and transportation integration" label to the new positioning of "global light entertainment supplier".
the company further strengthens the five major business modules of page games, mobile games, distribution, overseas and platform in the semi-annual report. In the main business, the revenue of mobile terminal games is 290.3239 million yuan, and that of Internet page games is 359.6791 million yuan.
Pan-entertainment layout: the "three-body" created by the brother company Ranger Pictures has earned all its attention.
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the company successfully completed a major asset restructuring in December 2014, bringing Sanqi Mutual Entertainment (Shanghai) Technology Co., Ltd. into the scope of the merger. After the completion of the reorganization, the company has changed from a single automobile plastic fuel tank manufacturing enterprise to a dual-main listed company with pan-entertainment industry and advanced manufacturing. In fact, the game has become the absolute main business, accounting for more than 90% of the main contribution.
it is worth noting that Sanqi Mutual Entertainment's market share in the page game market in 2014 was 12.3%. In the first quarter of 2015, the market share rose to 13.4%, ranking second only to Tencent.
Pan-entertainment layout: during the reporting period, it is proposed to conduct a non-public offering to introduce high-quality industry investors such as Mango Media, Alfie Animation and Star Hao Pictures, and to reach a strategic partnership with Mango Media, Alfie Animation and Xing Hao Pictures. More cooperation will be carried out around IP in the follow-up. With the help of the rich brand, copyright and channel resources of Mango Media, Aofei Animation and Xing Hao Pictures, the two sides will carry out in-depth cooperation in all aspects of interactive entertainment, such as animation programs, game programs, online games, mobile games, film production and so on.
strong > NO3. Kunlun Wanwei (300418): the second Entrepreneurship of Internet Finance / strong >
the company said in its semi-annual report that the company has laid out the growth trend of taking Internet games as the business foundation, Internet finance as the strategic breakthrough, and Internet products as the new point of business.
the main reason for the decline in performance is the good performance of mobile games such as "three Kingdoms" launched by the company in the same period last year, and during the reporting period, the company conducted several tuning tests on a number of products in order to ensure the success rate and the quality of its products, resulting in the postponement of the release of some high-quality games to the second half of the year. This is a compatible company in the face of performance fluctuations in the use of "excuse", so the company to transform-Internet finance.
at present, the company has made a number of investments in the field of Internet finance, including China's leading personal finance application service provider Shoushi Technology, with a shareholding of 8.25%. The domestic asset side includes the domestic leading financial service platform for college students' phased consumption, with a total direct and indirect shareholding of 23.85%, and an innovative Internet financial platform Yinke, with a shareholding ratio of 20%. Overseas assets include Lendinvest, a London-based P2P platform, with a 20 per cent stake. This is an approach that is completely different from the pan-entertainment layout.
with the good opportunity of listing, Palm Technology seized the craze of mobile games in 2013 and became the leader of A-share games. However, the effect of M & An is always declining.
in the first half of the year, the company's performance was slightly flat in May last year when the scope of the merger increased with the increase of crab technology and upstream information. In this regard, the company stressed that a number of self-developed products have entered the forefront of iOS lists, including "the Ultimate Battle of Boxing 98 OL", "Bad people", "Stone Age 2-3D genuine" and so on. The Bad Man launched on June 3, 2015, and the final Battle of Boxing 98 OL on July 13, 2015. the revenue of the two products is mainly reflected in the second half of this year.
in the stock market crash since June 12, it is impressive that Palm fun Technology has become the "king's woman" and has been swept by the national team. However, in the semi-annual report, the relevant information did not enter the disclosure sequence.
NO5. 002354.SZ: upgrade to "equal emphasis on R & D and Open platform"
during the reporting period, the company completed the name change from Dalian Kemian Wood Co., Ltd. to Dalian Tianshen Entertainment Co., Ltd., and obtained the business license issued by Dalian Administration for Industry and Commerce on April 2, 2015.
and the significant change in profit composition during the reporting period is due to the company's acquisition of Shenzhen Weiepu Information Technology Co., Ltd. Revenue from platform services for Epp is the reason for significant changes in the company's source of profits.
like other page game companies, they also face the challenge of developing mobile games. Sky changed to Mobile Games was successfully launched in July 2015. the product once topped the best-selling list of games in Apple's App Store and remained in the top 10 for a long time, with the monthly flow of games exceeding 40 million yuan.
strong > NO6. Shun net Technology (300113.SZ) / strong >
the expansion and integration effect of the market scale of Internet cafes has led to an increase in the company's online advertising and promotion revenue, an increase in the number of users of the user center system and an increase in the company's joint operation of games, resulting in a rapid growth in the company's user center system revenue; at the same time, due to the inclusion of Hangzhou floating clouds in the consolidated report, the company's operating income has increased.
as a Tencent game company, and the concept of video games and e-sports, the stock price of the company once soared. But in this round of debubbling process, there is no way to recover.
strong > NO.7 Tianzhou Culture (300148.SZ): the net profit of mobile games has increased by 349.19% over the same period last year / strong >
Mobile online game revenue has accounted for 53.70% of the total business revenue. The substantial increase in profits is the main factor for the company's medium-term performance to maintain substantial growth. The operating income of the mobile network game business was 121.3768 million yuan, an increase of 340.81% over the same period last year, and the net profit was 68.2526 million yuan, an increase of 349.19% over the same period last year.
the company's explanation for the increase is as follows: 1. The current mobile network game revenue merger period is from January to June, compared with May to June in the same period last year. Mobile network game revenue from January to April last year was 5281.76 yuan; 2, this period increased the income of the new game "Crouching Tiger, Hidden Dragon". 3D mobile game "Crouching Tiger, Hidden Dragon" has been regarded as one of the rare boutique games in domestic mobile games since the launch of the Android version and the traditional version in mainland China in the second half of 2014.
strong > NO.8 Youjiu Game (600652.SH): / strong >
in fact, games have become the main source of profits for listed companies. From January to June 2015, Youjiushi achieved operating income of 131.1412 million yuan, operating profit of 55.1105 million yuan, total profit of 58.6164 million yuan and net profit of 58.3528 million yuan.
strong > NO.9 300052.SZ: the launch of the new product has been delayed! Postpone! Postpone! / strong >
during the reporting period, the company achieved business income of 154.4835 million yuan, down 24.70% from the same period last year. This is mainly due to the fact that the newly launched games during the reporting period have not yet produced economies of scale. Due to the consideration of the market and product quality, the launch of the company's new products has been delayed. And the delayed list, can not bear to look directly at, there is a string.
strong > NO.10 Northern Latitude Communications (002148.SZ): in the first half of the year, the game department was consolidated and merged. / strong >
the decline in revenue is mainly due to the company's transformation from a traditional value-added service provider to a mobile Internet service integrator, the traditional value-added business continues to shrink, and the performance of mobile game self-development products and international cooperation is lower than expected.
the company integrates the game department in the first half of the year, actively talks and cooperates with domestic and foreign boutique game makers, and strives to find a breakthrough for game agents to release. The company's new series "plants v Zombies", "plants v Zombies: all-Star", was launched in May 2015, but game revenue fell sharply in the first half of 2015 due to the lower-than-expected performance of self-developed games and other agent-operated games.
Edit: yvonne