20230525_万联证券_传媒行业证券研究报告：春节提振带动收入环比上升头部游戏持续发力稳住底盘_17页.pdf

Table_RightTitle|Table_Title Table_IndustryRank()Table_ReportType Table_ReportDate 2023 05 25 Table_Summary 1 23Q1 675.09 15.61%15.06%2 23Q1 486.94 18.94%19.42%23Q1 App Store Google Play 196 7%TOP100 40 59.8 38.44%23Q1 App Store iPhone 1 3 2 23Q1 38.78 14.84%5.30%5 2023 80 Table_Chart 300 Table_ReportList 5 Q1 IP Table_Authors:S0270520050001 075583223620:17863087671-20%-10%0%10%20%30%40%50%60%70%传媒 沪深300 5440 Table_Pagehead|2 17$start$1.3 2.5 3.9 4.13 5.16 6.16 1:2021Q1-2023Q1.3 2:2022Q1-2023Q1.3 3:2022.3-2023.3.4 4:2021Q1-2023Q1.4 5:2022Q1-2023Q1.4 6:2022.3-2023.3.5 7:22Q1 23Q1 App Store+Google Play 5 8:22M1-M3 23M1-M3 App Store+Google Play.6 9:23Q1 App Store+Google Play.6 10:23Q1 TOP100.7 11:23Q1 App Store+Google Play.7 12:2023 1 TOP30 App Store+Google Play 8 13:2023 2 TOP30 App Store+Google Play 8 14:2023 3 TOP30 App Store+Google Play 9 15:23Q1 App Store iPhone.10 16:2023 1 App Store iPhone.10 17:2023 2 App Store iPhone.11 18:2023 3 App Store iPhone.11 19:2023 App Store iPhone.12 20:23Q1 App Store iPhone.12 21:23Q1 App Store iPhone.13 22:2021Q1-2023Q1.14 23:2022Q1-2023Q1.14 24:2022.3-2023.3.14 25:23Q1(App Store+Google Play).15 26:23Q1(App Store+Google Play.15 0YAZyRrMoNpOqOmPmRtMrQbRdN9PoMoOmOoNkPpPmReRnPrP7NpPxPNZrNnMvPoOmP Table_Pagehead|3 17 1 23 2023 675.09 15.61%15.06%2023 Q1 1 23.62%240.52 2 3 1 216.09 218.48 1:2021Q1-2023Q1 2:2022Q1-2023Q1 Table_Pagehead|4 17 3:2022.3-2023.3 2023 486.94 18.94%19.42%2023 1 1 26.88%176.19 2 3 154.86 155.89 4:2021Q1-2023Q1 5:2022Q1-2023Q1 Table_Pagehead|5 17 6:2022.3-2023.3 2 SensorTower 2023 App Store Google Play 196 7%23Q1 9%53.5 27.3%iOS 2%37.2 7%37.1 7:22Q1 23Q1 App Store+Google Play SensorTower Table_Pagehead|6 17 8:22M1-M3 23M1-M3 App Store+Google Play SensorTower 2023 1 PUBG Mobile 2 1420 3 PUBG Mobile 645 9:23Q1 App Store+Google Play SensorTower Table_Pagehead|7 17 SensorTower 2023 TOP100 40 59.8 TOP100 38.44%2023 1-3 3 37.10%10:23Q1 TOP100 SensorTower 1 26%14.8%17.5%1 2 18.5%3 46.7%3 11%11:23Q1 App Store+Google Play SensorTower Table_Pagehead|8 17 12:2023 1 TOP30 App Store+Google Play SensorTower 13:2023 2 TOP30 App Store+Google Play SensorTower 1 16 2 17 3 18 4 19 5 20 6 21 7 22 ONEMT 8 IM30 23 9 24 Tap4Fun 10 25 11 26 12 27 13 IGG 28 14 29 15 30 1 16 IGG 2 17 3 18 4 19 5 20 6 21 7 IM30 22 ONEMT8 23 9 24 Tap4Fun10 25 11 26 12 27 13 28 14 29 15 30 Table_Pagehead|9 17 14:2023 3 TOP30 App Store+Google Play SensorTower 3 iOS iPhone 2023 App Store iPhone 1 3 2 4 1 149.75%5 20 5 45 9 2 3.5 2 11 22.42%3 App Store iPhone 1 16 2 17 3 18 4 19 5 20 6 21 7 IM30 22 ONEMT8 23 Tap4Fun 9 24 Hortor Games 10 25 11 26 12 27 13 28 14 IGG 29 Mattel163 15 30 Table_Pagehead|10 17 15:23Q1 App Store iPhone 16:2023 1 App Store iPhone Table_Pagehead|11 17 17:2023 2 App Store iPhone 18:2023 3 App Store iPhone 2023 App Store iPhone 1 29801.95 33.37%6 9 2 3 3 19.62%Table_Pagehead|12 17 19:2023 App Store iPhone App Store iPhone 0.30%4.00%2,015 20:23Q1 App Store iPhone 1 16,281 52,911 3.64%3 12,119 39,900 3.81%2 12,456 39,810 3.29%4 10,981 34,930 1.70%5 8,492 27,089 2.38%6 7,110 22,335 1.57%7 7,229 21,861-0.30%8 4,123 13,143 2.17%9 4,065 12,622 1.42%10 3,717 11,617 0.55%11 3,543 11,052 1.65%12 3,273 10,421 2.24%13 2,517 7,812 1.11%14 2,450 7,732 2.28%15 2,291 7,251 3.04%16 889 2,792 1.79%17 623 2,015 4%Table_Pagehead|13 17 App Store iPhone 3.10%73,250.77 6 181.01%8307.53 21:23Q1 App Store iPhone 4 2023 38.78 14.84%5.30%5 1 2 3 3.39%12.81 Table_Pagehead|14 17 22:2021Q1-2023Q1 23:2022Q1-2023Q1 24:2022.3-2023.3 SensorTower SensorTower 1 Puzzles&Survival 10 2 2 2 MOBA Mobile Legends:Bang Bang 2 MLBB X Jujutsu Kaisen”Table_Pagehead|15 17 16%7 3 PUBG Mobile 5 PUBG Mobile 3 26%1 2 25:23Q1(App Store+Google Play)SensorTower 26:23Q1(App Store+Google Play SensorTower 1 1 1 PUBG MOBILE 2 Obsidian Games 2&GameBeans2 3 3 3 Whiteout Survival 4 4 Devil M 4 Puzzles&Survival 5 Frozen City 5 Frozen City 5 6 6 Immortal Soul 6 Age of Origins CamelGames7 7 7 8 Devil M 8 Whiteout Survival 8 9 9 9 Warpath:Ace Shooter 10 Pandada Games 10 DeathGard 10 Table_Pagehead|16 17 5 2023 80 6 Table_Pagehead|17 17$end$Table_InudstryRankInfo 6 10 6 10-10 6 10 Table_StockRankInfo 6 15 6 5 15 6-5 5 6 5 300 Table_RiskInfo Table_PromiseInfo Tale_ReliefInfo Table_AdressInfo 1528 28 2007 11