智通财经APP获悉,心动公司(02400)尾盘涨超5%,截至发稿,涨5.25%,报22.1港元,成交额5263.04万港元。
消息面上,海南在全国率先开展“游戏出海”试点工作,目前已部署游戏 186 款,游戏玩家覆盖 100 多个国家和地区。申万宏源指出,游戏是互联网赛道出海成绩最显著的方向之一(工程师红利、产业链成熟、本地化强),根据白鲸出海,截至 2024 年 10 月,我国游戏出海企业超 4200 家,占互联网整体出海企业比例 38%。
国泰君安指出,心动公司旗下《出发吧麦芬》《心动小镇》两款产品年内在大陆上线,均取得了不错的成绩。24年底到明年,公司重点在推动《出发吧麦芬》日服及英语服;长线产品《仙境传说M》海外初心服版本;《伊瑟:重启日》预计25年1月上线港澳台地区。远期可期待RO项目组新产品、《心动小镇》海外,但是还处于早期阶段,时间未定。
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