金吾财讯 | 游戏股多数上行，哔哩哔哩(09626)涨15.89%，网易(09999)涨4.12%，心动公司(02400)涨2.94%，IGG(00799)涨2.83%，腾讯控股(00700)涨2.52%。消息面上，中国音数协游戏工委发布《2024年8月中国游戏产业月度报告》，报告显示，8月中国游戏市场收入达336.4亿元（人民币），环比增长21.01%，同比增长15.10%。中国自主研发游戏国内市场实际销售收入为272.61亿元，环比增长32.90%，同比增长8.35%。我们认为显著增长主要系《黑神话：悟空》发布所致。华泰证券研报称，据伽马数据，2024年7/8月手游市场规模分别同降4.3%/1.6%，主要由于2023年7/8月基数较高（同增51.1%/63.7%）。分公司看，产品周期有较大分化。后续看，随着版号持续大力发放，2025年游戏公司将有新品上线，有望贡献一定的业绩弹性。
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