ChinaJoy TV Game Hot connect stick hand swim to become the new favorite

Intermediary transaction SEO diagnosis Taobao guest Cloud host technology Hall

The annual ChinaJoy (China International digital Interactive entertainment products and technology application exhibition, referred to as CJ) recently launched, as the gaming industry's gluttonous feast, ChinaJoy has been the game industry vane, for the market to indicate the direction of the game development.

In the 2012 ChinaJoy, mobile game emerging, only a few months, the concept of hand-travel has become the most dazzling star in a-share market, in 2013, ChinaJoy, the theme of the show directly "game interpretation of the dream, mobile fantasy future", mobile games has become the leading role of the show.

In the 2014 ChinaJoy exhibition, the central video game of the living room entertainment began to rob People's eyes, this will become the next like a hand swim as popular concept plate?

《《《

Market article

ChinaJoy opening: TV games become a new bright spot

In July this year, the game maker's annual "drama" ChinaJoy opened in Shanghai. With the lifting of the game host, the domestic video game is moving towards a new climax, this is also reflected in the ChinaJoy, this year's ChinaJoy is China's 13-year ban on games after the first major exhibition.

"Daily economic news" reporter noted that the chinajoy, many manufacturers have shown the living room digital entertainment field. Microsoft brings the Xbox for the first time, and the perfect World is on the ChinaJoy on the Xboxone platform host online games "No winter ol", video games began to rob the field of vision.

The beginning of the hot video game

With the lifting of the game host, the domestic video game market finally began to exert force, this chinajoy on the obvious performance. Before the show is mainly on the computer and cell phone-related derivatives display, products also to the end of the tour, the page tour and the main hand tour.

But this year's ChinaJoy wind has mutated, the game exhibits the category to be richer, the video game kills into the market. The two major entertainment giants Sony and Microsoft with PS and Xbox exhibitors, in addition, many companies also launched a home game box, to occupy the living room entertainment market. With the Continent Electronics exhibition with 4 K game box "fly to see 2" a series of boxed products. The perfect World is also the first game based on Xboxone platform of the host games "no winter ol".

And the domestic giant TCL Unicom Broadband, Atet, in the exhibition site held "Enjoy!—— Tcl to join hands with China Unicom Broadband, Atet dual-screen integration game platform, game Resources Eco-Circle Conference", announced the launch of the largest TV game platform of the ecological circle, while the first new seven-V Set-top box, As an important game platform and game content provider, Atet will continue to invest more in the content of the game, and announced that Gameloft and other well-known game manufacturers will join TCL Gaming TV Eco-Circle Alliance.

It is not difficult to see, the exhibition, Home appliances giants and game companies have to beach exhibitions, and the emergence of home games and game boxes, means that TV will also become the main battlefield of the game, and the living room entertainment in Europe and America has been prevalent.

2012 began a hand-swim outbreak

Video games that are concentrated on display are impressive. Time back to two years ago, the 2012 ChinaJoy, mobile gaming, the first time in the year to pay tens of millions of hand tour. 91 Wireless, the apple of the eye, fun games and many other excellent hand travel company became the new protagonist of the session, ChinaJoy will also be held for 8 consecutive years of China Mobile Entertainment Development Forum officially renamed as the Global Wireless Internet entertainment Applications Conference and Exhibition (Wwecon).

Hand tour of the event in the second year to continue, the 2013 ChinaJoy directly to the "game interpretation of the dream, mobile fantasy Future" for the exhibition theme, hand Tour has become the most active game market, not only spawned a number of emerging gaming companies, but also to promote the traditional end-travel enterprises to join the competition in the Even attracted a lot of non-gaming enterprises to participate in depth.

CITIC Investment securities in the study reported that 2012 Chinese game users have reached 89 million, an increase of 73.7%, the real hand tour market sales also reached 3.24 billion, year-on-year growth of 90.6%. According to IRIS Statistics, 2012 hand Tour market size reached 5.87 billion yuan, an increase of 79% compared with 2011. Among them, the 2012 China Mobile phone network game market size reached 2.177 billion yuan.

For a-share market, who also did not think, in 2012 ChinaJoy held only half a year later, the concept of hand-tour in a A-share market blew a whirlwind, one after the 2013 a-share market in the star industry. 300052,sz, the leading company, started its share price starting at the end of 2012, with the biggest gain of more than 1000% in 2013 years. And the other hand tour company Palm Technology 2013-year gain also more than 600%.

《《《

Review article

The experience of hand March: Capital acquisition and stock price galloping

For game stocks, the A-share market is not unfamiliar, the 2013 market scraping the game stock whirlwind so far investors relish. To the palm of the technology, China Green Bao, Zhejiang newspaper representative of the concept of hand tour in 2013, the stock price unstoppable, as long as the listed companies with the hands of the top, then the stock rose double or even several times.

"Daily economic news" Reporter noted that the birth of the basic factors of the outbreak of the hand parade is due to the industry mergers and acquisitions and Giants enter, now with Alibaba (rolling information), China Telecom and other giants to occupy the video game market, video games can "copy" the successful path of hand tour?

Stock market interpretation of hand Parade

The 2013 hand stock is definitely a story to tell. Japan mobile gaming company Gung-ho first aroused concern, its share price jumped more than 60 times times a year, the company's market value in a year from more than 200 million U.S. dollars to about 14.4 billion U.S. dollars, which gave domestic hand to play an external catalyst. With the domestic hot hand tour of the daily flow of income record has been refreshed, in the Shanghai Composite index of the same period of increase of only 3.53% per cent of the premise, the hands of the shares have soared. According to the daily economic news reporter statistics, in accordance with the right to deal with the 2013 a-share market in the top 10 stocks, 4 only involved in the concept of hand tour, is the palm of the fun technology, in green Bao, Huayi Jia Xin and Huayi Brothers. One of the "hand-hung" palm fun technology and the second and fourth in the list, respectively, the increase in the same period of 397% and 355%.

Everbright Securities analyst in the study reported that the 2013 hand tour shares of the boom and the wide use of smart phones are closely linked. According to the survey data, 2013 China's smartphone ownership has broken through the 500 million mark, mobile terminals of the hot promotion of the hand tour market.

According to the game work, CNG in the new game of the "2013 China Game Industry Report" shows that in 2013, the number of Chinese game market users of about 495 million people, of which the number of mobile game users in 2012 increased by 248.5%, the future mobile game growth is expected to be strong.

Capital Crazy merger Hand Tour

The outbreak of hand-stock, but also with the industry mergers and acquisitions giants inseparable. According to the reporter not complete statistics, 2013 A shares a total of 18 listed companies launched 20 related to the game category of mergers and acquisitions, of which 12 for hand tour acquisition, involving the acquisition amount of up to 18.839 billion yuan. But the purpose of mergers and acquisitions is not the same. Among them not only similar to the green treasure, palm interest acquisition, such as "main business mergers and acquisitions", is intended to complement the operational capacity of mobile gaming deficiencies, but also Huayi Brothers to acquire Silverside technology, hope that the film and hand tour products, so as to improve the company's entire industry chain.

The penetration rate of smartphone has slowed down, and the market competition has become a difficult problem for the company. According to the data, the 2013 domestic smartphone shipments accounted for 5 consecutive months of stability in the 82%~86%, the rise has been very limited; At present, the first line brand price center of gravity Move Down, the survival environment of small and medium-sized brands deteriorated, the loss of industry expansion. According to the survey, the data show that 2009 China's smartphone shipments of 44 million units, the smartphone shipments are expected this year than 2012 year-on-year growth of 60.6% to 302 million units, but the 2014 smartphone growth rate may be only 17.5%.

The daily economic news reporter noted that, in addition to the peak of smartphone penetration factor, competition and other issues are also plaguing the market. A Guangdong industry analyst so regrets, "the Hand tour industry competition is unusually brutal, there may be a new variety of games a day, but the survival of the possibility of not even 5%, the ultimate real money and how many?"

The Giants occupy the living room entertainment

Last year, the intervention of various capital, detonated the hand tour industry and the fiery market, now this scene in the video game market again. At present, with the ChinaJoy held, China Telecom, hundred-vision-Microsoft, Ali and other giants have recently disclosed the home digital entertainment strategy. China Telecom released the "Yue Me" brand, including video, game services, smart home and intelligent home, hundred-vision-Microsoft announced the exhibition 2014ChinaJoy, and released by the Perfect World the first host games "no winter Ol"; Ali released his home digital entertainment strategy on July 16, Wandering play is the most important part of the game.

In addition to the game host, Box games and players are gradually approaching. Especially when the music box is banned, the box market under the supervision of the pressure, the most need to find a new breakthrough. "Daily economic news" Reporter noted that just the past Ali Ecological press conference, Ali has quietly changed its ecological system's biggest bright spot into the cloud game, including EA produced by the "Need for Speed", Konami produced "Live football", Capcom production of "Street Fighter" and so on. Baidu, Millet, music, Archie Art also will be released in the second half of the game box news, 360 of the video game box has entered the beta stage.

Millet TV 2 with more game content, ZTE joined hands with nine cities released the game Box Funbox, Baidu has launched the Baidu hard Stick 3 also strongly downplayed the identity of the video box, highlighting its game function, and with a dedicated game handle. Giants, capital has stepped into the video game, these are not difficult to remind people of the past hand-travel development path.

《《《

Industry articles

The prospect of video games still needs to break through three major bottlenecks

On the 2014 ChinaJoy, TV games were a big show of publicity. Jinya Technology Vice President Wang Hailong told the Daily Economic news reporter, "video game now the biggest problem is content, including host, Box, Cloud game, now the video game market does not have a good profit model and content, the whole industry is trying wrong, in the search for the right path." "He said," when the beginning of the start of the people are also very confused, but Angry Birds, cut fruit and other games come out, the whole industry is on fire, if the video game has a similar masterpiece, will soon fire. ”

Video game market space is vast

For the prospects of video games, many organizations have given expectations, "video games are expected to be the next generation of games in the Blue Sea market, given the uniqueness of the Chinese market, with the Xbox as the host game or will occupy the high-end market, smart TV set-top box is expected to become the main form of future video games," Sywg said in a paper. Online gaming is expected to become a major form of change. ”

Shanda Games Vice President Liu Hong told reporters, "Shanda has been very optimistic about the prospects of video games, has been exploring." The future direction of video games may be to work with the television station. The key issue is the need for some of the video game products, which is currently a relatively scarce market. At present, Shanda is also starting to study some products suitable for the new platform. ”

In addition to market prospects, the policy also gives support to the video game market. Earlier this year, the State Council formally issued the State Council on the China (Shanghai) free trade in the pilot zone to temporarily adjust the administrative regulations and the State Council's documents stipulated in the Administrative examination and approval or access to special management measures, the end of the 13-year ban on the game host.

The popularity of smart TV/set-top boxes and the lifting of the ban on video game operations in the FTA will push up the growth of the video game market, according to an Guotai Securities research report. 2013 China's game industry scale of 83.17 billion yuan, the past 5 years CAGR (composite annual growth rate) 40.6%, online games and mobile game growth quickly. With the popularization of intelligent TV/set-top box and the liberalization of the related policies of video games, the video game terminals that meet consumer's consumption habit and income level have come out successively, and the large number of light game users transformed by mobile games may convert to video games with higher game quality and entertainment experience. Will accelerate the rapid development of the video game market from scratch.

It just looks beautiful?

But while the outlook looks beautiful, the big cake is not as easy to eat as the video game. Eric Cao Di, a gaming analyst, told the Daily economic news reporter the entire video game industry chain mainly divides into two parts, the first part is based on the traditional host game, mainly is the Xbox and so on overseas product, the country earlier this year has promulgated the related policy, has lifted some manufacturers genuine sales channel, to this little market confidence is very sufficient. However, for the box game market, there is no clear positive policy, although we can see the market space, but the future of the box game who can not tell.

For the box game whether it is the quality, experience and many other aspects of the problem is not enough, Cao Di said: "From the user's point of view, the current market to show the user's work is relatively weak." The industry is still at a very early stage. Although companies have a lot of input, they are mostly based on business expansion or small-scale attempts. The box exclusive game has not appeared, at present everybody still take the Android game to get the game box, just make a custom to it. ”

For Cao Di, Jinya, vice president of Science and Technology Wang Hailong agreed, he said, hand tour is the channel for the King, but the video game must be the content of the king, the biggest problem is the content of the video game is basically the Android game directly to the television, and then to be transformed, The original hand swim that slide 屛 play to adapt to the game of video games.

In addition, video games also face the problems of piracy, pay and other aspects. On July 10 this year, the 2014 Shanghai Games Elite Summit and the Shanghai Game Publishing Industry Report Conference, when it comes to how domestic video games can attract pirated users back through pricing and service strategies, China's two biggest TV game makers and sellers-Microsoft's authorized party, Sony's authorized party Oriental Pearl, Combating piracy is the most fundamental solution.

Hangzhou Public Play Technology Co., Ltd. General manager Huang accepted the "Daily economic news" reporter interviewed, said that the future of video games is very beautiful, but now the video game also faces three major problems: the first is the matching of hardware and software, the second is the development of TV payment system, the third is the policy risk.

"It's a big question to pay for video games, would you like to tie your credit card to the TV?" Alibaba make the day cat box, which contains a lot of games, but as far as I know, paid users are not many, Ali has such a powerful Alipay are not open the situation, other businesses can imagine. "Huang said. But the reporter failed to get confirmation from Alibaba.

《《《

Company article

Nuggets video game industry chain related company

Video game industry chain is very long, involving content, platform, terminal, distribution and many other parts, the current a-share market involving video games listed companies are also many, "Daily economic news" reporter for investors to cut into the industrial chain of different sectors of the listed companies, including hardware manufacturers, Android game A-share unique Jinya technology, host game concept shares hundred-vision, cloud game A-share unique Everest information.

Jinya technology: The only object of Android game

Jinya technology is the only target of Android game A shares, the company's main products are set-top boxes, listed when customers mainly for small and medium operators, and later with the "one-province-net" of the new policy implementation, the company's customers into a large provincial network companies, resulting in the market changes are: less and fewer users of Wired. In the above background, Jinya technology decided to transform. "Video games must be the future trend, the industry has a lot of exchanges, the same optimistic about the future of TV games, now many big companies have launched Box games." Wang Hailong, vice president of Jinya Technology, said.

At present, the exploration of video games is roughly divided into three directions: host game, Box game and cloud game. For Jinya Technology Why choose to do box game, Wang Hailong said, the current market host game is monopolized, cloud game depends on the bandwidth, and OTT (Internet TV set-top box) The number of increase, quality is also improving, bandwidth requirements are not so high. In addition, Jinya technology used to do the set-top box, with a certain degree of software development strength. In short, box games are the most operable.

Reporter learned that Jinya technology will create a "content + Platform + terminal" home Internet ecological circle. Wang Hailong said, Jinya technology to do the hardware and terminals are conveniently and for, hardware has launched two-generation game box, in software, Jinya technology set up a company specialized platform and content, the independent research and development of the TV game platform "Home Rubik's Cube" has been online in May, focused on the video game customization, distribution, promotion.

Everest information: The only object of cloud game A shares

Cloud gaming Platform is the innovative application of cloud computing technology in the field of gaming, with the game on demand on demand technology as the leading, relying on network broadband, user advantages and operational advantages, integration of game access, game coaching, game security, game marketing, game payment of these five support systems for game users and game manufacturers to provide a unified service platform.

At present, the domestic TV game cloud computing platform for the construction of the company is not many, a-share listed companies only Everest information, Everest information is a company engaged in computer technology and software development, network game development and operations business.

In order to enter the "New Living room economy" field, Everest information through the acquisition of the country's top technical team "Dynamic View Cloud" (team members have worked in the Microsoft Asian Engineering Institute, Sohu and other enterprises) into the cloud-based video game industry. A cloud computing platform based on internet video games is being set up and is expected to launch a cloud-based TV game app in the near future. The app will have a strong cloud to support its game, which will greatly speed up the game.

It is worth mentioning that, although the future is good, but the current cloud game is only a direction, foreign this aspect of the top Playcast company began commercialization in 2013, Sony products in this direction are still testing.

Hundred-Vision: XboxOne9 Month official sale

Hundred-Vision Company is the leading IPTV new media audio-visual business operators, service providers. September 2013, the company set up a joint venture with Microsoft, Shanghai Hundred Information Technology Development Co., Ltd., one of its key projects is to xboxone into China's "new Generation of Home entertainment center."

This July 30, Microsoft Xboxone Conference was held at the Shanghai Film Museum. In the press conference, Xboxone announced the official approval, the accurate sale date is scheduled on September 23. The perfect world will be the Chinese version of Xboxone production game, currently released three games for the "No Winter ol", "Counter Blade" and "Ultimate weapon." In the first game, in the foreign big hot "Titan Day Drop" will also be sold in Simplified Chinese version, in addition to the "extreme Speed 5", "Nba2k15", "Star Golf" and "Sports Congress: Competitive opponents" and so on.