A game company practitioner told surging news reporters , The resumption of edition number issuance may bring a good trend to the game industry , But the industry still holds a calm and wait-and-see attitude ,2021 The phenomenon of seizing talents with millions of annual salary may be difficult to reproduce .
Previous 4 month 11 Sunday night , The State Press and Publication Administration officially announced 4 Monthly approval information of domestic online games ：45 Game approved . among , Baidu 、 Gigabit 、 Heart Network 、 Notoginseng and entertainment 、 Youzu network 、 Zhongqingbao 、 lilith 、 There are games in the dream world . This is far from last year 7 In January, a batch of game version numbers were publicized , It's past and near 8 Months .
The version number is “ Hard currency ”, The industry as a whole tends to be calm
For game industry practitioners , On the evening of the day when the edition number is resumed , The degree of jubilation is no less than that of the Chinese New Year .
On the day when the edition number is resumed , Heart Network CEO Huang Yimeng made a circle of friends and said ：“ Make dumplings tonight ”, Gao liandun, President of dreamworld, shared a song 《Feeling Good》; You family CEO Chen Fangcheng ：“ The champagne is open .” Jun hai CEO Chen Jinhai was in the early morning 5 Click the circle of friends to say ：“ It's not easy , One project in three years .”
Heart Network CEO Huang Yimeng
Gao liandun, President of Chuang mengtiandi
You family CEO Chen Fang
For all that , The promotion effect of the edition number on the game industry is still obvious . In terms of market performance , The next day after the revision number is resumed , The whole game board is red , The market intuitively gives the response of version number restart .
4 month 12 Japan , Glacier network （300533）、 Dasheng culture （600892）、 Youzu network （002174） Wait for the game stocks to rise and open , Zhongqingbao （300052）、 Gigabit （603444）、 Notoginseng and entertainment （002555） Isoinflation excess 7%. But at the close of the day , The share prices of these companies have begun to fall . Take the mutual entertainment of Panax notoginseng as an example , After opening up quickly , Dive quickly and turn green , For a time, the decline was more than 7%, Final closing report 23.63 element , fall 1.95%.
According to the reporter , At present, the industry still holds a wait-and-see attitude towards the resumption of version number issuance . Many practitioners said ：“ You still need to wait until the next version number is approved and issued , In order to have a clearer grasp of the current trend .” Practitioners of a head enterprise in Shanghai told reporters , The edition number is correct T1-T2 The influence of enterprises is not big , Because the original cash flow is abundant , It mainly has a greater impact on small game enterprises and work , Will directly affect its revenue .
However, some game companies have begun to transform and adjust . Surging news reporter according to public telephone , Trying to contact includes 《 Magic eye fighting 》、《 Dream dog 》、《 Little city Lord 》 And many other game registration and operation units , Or be told “ dial the wrong number ”, Or you can't get through .
Insiders told surging journalists , It is not uncommon for the team to adjust before the release of the version number is suspended . For example, when the company sets up a project for research and development , May be optimistic about the future of the project , Then start research and development and apply for version number , But the application process takes about half a year to a year , During this period, various emergencies may occur .“ Even if the version number is sent down , Maybe the game has long stopped developing , Or give up commercialization , The suspension of edition numbers only exacerbates this situation .”
From a recruitment perspective , The version number has become the key for game companies to attract talents “ Hard currency ”. The day after the version number is restored , A game company changed its recruitment notice on its home page , It focuses on ：“ The project under research has obtained the domestic version number .”
“ According to the tradition of previous years , Gold, silver and four have always been the season of frequent talent flow in the game industry , But this year is completely different .” Insiders told surging news reporters . Affected by the general layoffs of Internet enterprises this year , Before the version number is restarted , Large companies seek transformation , Small publicity seeks survival , The pace of expansion slows down , The mobility of the talent market has become worse .
A number of industry insiders said , The resumption of edition number issuance may bring a new round of recruitment , But it's hard to go back to 2021 Year of “ Rob war ”.“ After this round of edition number suspension , Most game companies are actually sober , Talent recruitment may be more demanding , After all, the current version number is a scarce resource , Can't afford to waste , If you want to do a good job in the project, you must have better talents .” Zhang Xiong, a game industry observer, introduced to surging journalists .
“ When the tide of the whole game industry going to sea is relatively hot , Most game manufacturers are also looking overseas , Then such talents may become the meat and potatoes of the industry .” Zhang Xiong believes .
Previously, the head of a game industry department disclosed to surging journalists , The game industry has great talent mobility , stay 2020 It appeared around “ Rob war ”, Many companies offer very high salaries to tap talents .
“2020 year , A company once said publicly that it would recruit artists from all over the world with an annual salary of millions ; Shanghai game circle TA、 engine 、 Salary increases for scarce positions such as art 20%-30%; A cutting-edge large factory planned to attract a Tencent , Don't hesitate to open 30w Signing fee ; Many recruiters HR Less than 30 year , But the annual salary has reached 70-80 ten thousand .”
According to the reporter's observation , At present, the resumption and issuance of the first batch of edition numbers , No significant impact on the game talent market .“ The main reason is that the total amount of this batch of edition numbers is less , It can only be said that the situation has marginal improvement , But no reversal .” According to one insider .
Securities companies pay attention to the recovery of the valuation of the game industry
2016 year 6 month , Issued by the former State Administration of press, publication, radio, film and television 《 Notice on the management of mobile game publishing service 》（ hereinafter referred to as 《 notice 》）, Propose unapproved mobile games , No online publishing and operation . Since then , The edition number has ushered in a wave of explosive growth .
According to the statistics of surging journalists ,2017 In, the cumulative number of domestic and imported online game editions was 9368 individual ,2018 Years for 2064 individual , here we are 2019-2020 year , The number of edition numbers is 1570 And 1405 individual . stay 2021 year , The number of approved game version numbers is only 755 individual , The number of edition numbers shows an obvious downward trend year by year .
before , The game version number has also experienced a round of suspension ： Due to institutional reform , The version number used to be from 2018 year 3 Suspended from 9 Months , And in 2018 year 12 Monthly resumption of distribution . And from 《 notice 》 Between distribution and the first round of suspension , It was the peak of the number of game editions ： According to statistics ,2016 year 7 Month to 2018 year 3 Version number issued during the month , occupy 11 Of the total number of game editions reviewed in the past years 68%.
“ The number of editions during that time can be seen as wild growth , In the past two years , With the tightening of industrial policies , Including the formulation of relevant specifications , The total amount of version number distribution has also reached the stage of gradual regulation .” A brokerage analyst told surging news reporters .“ For the whole industry , In fact, the restart of edition number also means that there will be a new round of competition . In the context of total amount regulation , Want to apply for the scarce resource of edition number , Considering the compliance of game content , Taking the lead in getting the version number can only improve the quality , In this context , It will also promote the healthy development of the whole game industry .”
From the attitude of the capital market , On the whole, they still show confidence in the game industry . China Merchants Securities Research Report shows that , With the release of the later version number restarted, it is expected to open , It is expected that the game sector will usher in the first round of rebound . The game goes out to sea 、 The meta universe and VR/AR game , It will become the core driving line of the game sector this year .
China Merchants Securities thinks , be relative to 2018 Before and after, the order of the game industry's version numbers was chaotic 、 The supervision of chess and card games and other special categories is insufficient , At present, the overall order of the game industry is better . And game companies actively embrace regulation , Effectively and strictly implement the regulatory requirements . Strong supervision can also realize the protection of high-quality game products .
And Guojin Securities said in the Research Report , The valuation of game companies is currently at a historically low level , Focus on the recovery of the valuation center of high-quality game companies . For example, game companies represented by Tencent are still at a low valuation level , With the resumption of the edition number 、 The continuous promotion of the game to the sea , Can further layout the assets of high-quality game companies .
It is worth noting that , Including the above two securities companies , A number of research reports have shown almost consistent interest in sea going business . One of the game companies that got the version number this time , Lu Hongyan, chairman of gibbet, also stated at the performance meeting recently that , At this stage, the company requires that the subject matter of the newly approved products can be distributed overseas .
“ High quality sailing is still the main line of investment , Pay attention to the internationalization process of listed game companies . Under the background of flow shortage and total amount control , The growth of domestic game market slows down , On a large scale 、 High quality domestic games go to sea more in line with the cultural output orientation , meanwhile , Go to sea relative to the platform , As a content product, games also face less overseas regulatory risk .” According to the analysis of the Research Report of securities companies .