游戏行业：优质产能及技术加持游戏产业望步入新一轮高景气周期-230212（41页）.pdf

1、 212-34-7-3383.4036,646.5518.3122.0125.1720.9417.4215.2321.69481.051.331.731.9716.3112.5411.0114.66284.400.740.770.9319.8119.0415.76368.81265.0518.8623.0527.8119.5616.0013.268.64185.980.520.660.7916.6213.0910.9427.05129.96-0.98-0.210.93-27.47-129.2729.172.0657.020.040.200.3349.2410.346.28 4/4/CONTEN

2、TS010203040506MRAIGC0708 5/5 6A+H01公司代码公司名称净利润增速净利润增速净利润增速市值日期：2023-02-10PE-TTM2022PE2023PE2024PE2022E2023E2024E（亿元）002555.SZ三七互娱14.1015.8813.7112.165.3215.8412.76481.05002602.SZ世纪华通119.4717.2212.4410.06-14.2438.3823.72343.56002624.SZ完美世界28.1318.2515.3613.12320.6719.2217.22284.40603444.SH吉比特20.7918.

3、8015.8113.61-4.0118.9616.14265.05002558.SZ巨人网络23.3422.8617.4615.82-8.0430.9910.35209.11300418.SZ昆仑万维292.7321.9719.0216.41-24.1615.4015.93257.49600373.SH中文传媒8.81-136.18300002.SZ神州泰岳21.2121.6317.5416.5141.7423.306.25117.86300315.SZ掌趣科技-7.39-99.27002425.SZ凯撒文化-21.5170.5720.7418.38-11.86240.2612.8650.70

4、002605.SZ姚记科技16.2915.0011.919.71-23.2325.9722.6666.06300031.SZ宝通科技38.6623.6012.2410.36-30.7792.8818.0965.79603258.SH电魂网络24.6519.6115.3813.29-7.7027.5615.7461.34300299.SZ富春股份106.62-40.780700.HK腾讯控股18.7328.1722.2419.10-49.9626.6716.4536,646.559999.HK网易18.5419.7419.0416.9917.583.7112.074,525.340799.HKI

5、GG-9.33-7.5965.41-225.66111.60-35.339990.HK祖龙-8.4612.09-36.16169.98-40.400302.HK中手游24.8439.768.635.78-79.74360.9249.3757.022100.HK百奥-21.4014.0211.847.72249.0318.4753.3714.966820.HK友谊时光29.9539.817.32-80.04443.64-25.301119.HK创梦天地-110.9922.519.7771.84592.11130.4456.84中位数21.0019.6115.3813.20-11.8627.561

6、6.3082.66PE 7A+H01010203040506070802016-01-042017-01-042018-01-042019-01-042020-01-042021-01-042022-01-042023-01-04PE 8/8 90220232taptap2022Q4roguelike2022.7.1440K2022.11PC/2022.9.30MOBA2022Q4taptap2022Q42022.3.17RPG*2022.12ProjectFighterPCValorant:taptapMMORPGLost ArksteamMOBAFPS+2021526FPS2022.11.