Thursday, December 19.

In the morning, after Fang Hong paid attention to the public opinion on the Internet, he logged in to his personal Weibo account and updated a message:

[Today, the company's investment research and analysis department released a game industry data report, the revenue of the game market in Greater China in 2013 is expected to be about 83.1 billion yuan, an increase of +38% from last year's 60.2 billion. Among them, 53.6 billion were terminal games, an increase of +18.9% over last year's 45.1 billion, 11.2 billion mobile games, an increase of +246% from last year's 3.2 billion, 12.7 billion web games, an increase of +57% over last year, 5.4 billion in the actual sales revenue of the social game market, and 89 million in the stand-alone game market.

Everything else is not bad, but the stand-alone game is really a bit miserable, and there is a huge difference between the actual situation of the domestic stand-alone game player group.

In addition, research data shows that this year, the number of domestic online game users is close to 500 million, and the number of mobile game users has reached 215 million, with the growth rate being the most eye-catching, with an increase of more than 50 percentage points and an increase of more than 75 million mobile game users.

With 2.5 billion people around the world playing games and engaging in the joy of interactive games, gaming has grown into the largest and fastest-growing form of entertainment.

The game track is an area that Qunxing Capital attaches great importance to, and the company will further accelerate the scale of game business investment in mobile, PC, cloud gaming and other fields in the future. 】

Fang Hong wants to be a game subscription platform, and the huge domestic market alone can support it, and it will not be difficult for the future gamer user scale to exceed 600 million to 700 million in a few years.

This model is equivalent to the "unified market" of the game industry, which can greatly reduce costs under the scale effect, but the profits will still not be low, under such a huge scale, even if the player pays 30 yuan per month, it is more than 200 billion revenue scale.

It's a win-win situation for platforms, developers, and players.

However, this mode is not something that ordinary people can play, because the investment is huge, and the time cycle is not short.

At present, Qunxing Capital has not yet exposed the strategic intention of the game subscription platform, and now it needs to acquire more game IPs, the more the merrier, and collect as many game content and game developers as possible.

Without a huge library of game content, it is difficult to attract players, and it is difficult to form a scale effect, and it is impossible to build a platform.

After Fang Hong sent this Weibo, the game sector of the A-share market rose sharply again, and the data report of Qunxing Capital must be very authoritative and professional, not to mention that Fang Hong made it clear that Qunxing Capital would enter the game track in a big way.

Judging from this data report, the most eye-catching performance this year is mobile mobile games, whose revenue and the number of users have both grown explosively, thanks to the further increase in the penetration rate of smart terminals.

At the same time, it also benefits from the convenience of mobile games and the characteristics of catering to fragmented time.

In addition, the low barrier to entry in the mobile game market has also boosted a large number of "capital-light" teams, VCs and PEs to enter the mobile game field.

To put it simply, it is a small investment, but you can make a lot of money if you become a hit.

Compared with those 3A masterpieces that invest hundreds of millions or even hundreds of millions of dollars to develop, the risk is much smaller.

The investment in 3A masterpieces is huge, and the development cycle is long, and if it fails, the company will go bankrupt.

The content of mobile game products is also simple and interesting, convenient to operate, and caters to fragmented time, so it has rapidly developed to all kinds of people.

Qunxing Capital's current layout in the mobile mobile game market is already engaged in "Honor of Kings", and it is also talking with the MihoYo team, which is expected to become the largest mobile game developer in China in the future.

But this is far from enough, and you still have to buy and buy mobile games.

Fang Hong's layout of the game track, in a word, is that the giant of Qunxing Capital wants to enter the game field in a big way, expand its territory in the game field, and enter the market in an all-round way, covering mobile games, PCs, consoles, cloud games, etc.

At present, in the overall direction of public opinion on the Internet, most players hope that Qunxing Capital can enter the game market, hoping to break the current pattern of only goose factories and pig factories in the domestic game market, and bring new changes.

The follow-up impact of Qunxing Capital's plan to spend $50 billion to acquire Activision Blizzard is still occurring, and this matter has also had an impact on the stock price of Goose Factory, although the market value of Goose Factory has also increased to 500 billion yuan in the past two years, it is 400 billion less than Fang Hong's 900 billion in the same period in his previous life.

The impact of WeChat on the goose factory is very large.

Now in the field of domestic social networks, the goose factory is no longer dominant, and quantum beating relies on its Weibo, WeChat and the goose factory are equally divided, and even in the mobile Internet era, it is vaguely overshadowing the momentum of the goose factory.

The overall valuation of quantum beating in the capital market has reached a height of 850 billion yuan, just 100 million, Weibo's current market value is more than 130 billion, and quantum beating also has three major business subsidiaries of Maker Square, Ukefang and Kyushu Bank, which are also listed at present, with a market value of 100 billion yuan.

The moat of the social kingdom of the goose factory has been dug a hole, and now it can no longer be called the title of "social overlord" in China, and the capital market is more inclined to regard the goose factory as a game giant rather than a social giant, and the core profit source of the goose factory is also the game business sector.

Now that Qunxing Capital has entered the game market in such a high-profile manner, this will inevitably put pressure on the goose factory, and the trend reflected by its stock price is the best interpretation, and the stock price of the two swan factories has plummeted.

Everyone found that as soon as the acquisition of Activision Blizzard came out by Qunxing Capital, it had already knocked down the stock prices of several large companies, such as the stock price of the pig factory Net, the stock price of the goose factory, and the stock price of Sony......

Just this afternoon, there was another day of news in the gaming industry that attracted the attention of the industry.

The mobile game company MihoYo announced the introduction of capital and accepted the investment of Qunxing Capital, and obtained an investment of 4.5 billion yuan from Qunxing Capital by selling 65% of the equity, and the post-investment valuation of Mihoyou was 7 billion yuan.

As soon as this news came out, MihoYo's attention in the industry soared.

Not much attention has been paid to the mobile game company, which has been around for less than two years, received only one round of angel investment, and has not sought financing in the market since.

Because the current development of Mihoyou is not bad, although it is not the top manufacturer in the industry, its annual sales revenue is already hundreds of millions, and there is no shortage of money, and the company's team has "stud" the money earned into the development of new products.

Many people don't quite understand that Qunxing Capital is so optimistic about this company, and it is 4.5 billion yuan as soon as it is sold.

However, compared with the sky-high price of 50 billion US dollars offered by Activision Blizzard, the most popular acquisition at the moment, which is equivalent to an astronomical amount of more than 300 billion yuan, the 4.5 billion yuan invested in MihoYo can only be regarded as a fraction at best.

Everyone can only sigh that the "money ability" is really doing whatever they want.

This also made people inside and outside the industry realize that Qunxing Capital is really going to show its strength in the game industry, and plans to acquire Activision Blizzard corresponding to the PC and console departments, and the investment in MihoYo corresponds to the mobile game department.

This is a proper all-round attack in the game circle, and a big expansion.

The large-scale entry of capital has also promoted the further development of the game industry, and a large number of talents have entered this field.

Although the production of games is not simple, sometimes a burst of inspiration can lead to the development of a game, or even the establishment of a new game company or studio, so there are countless small-scale game companies today, and sometimes they are valued by large companies by fighting to fame, and then there are mergers and acquisitions.

Qunxing Capital's strategic investment in MihoYo to become the largest shareholder, coupled with a series of recent actions in the game track, has inspired many start-up teams to set their sights on the game industry.

Relying on a game to become famous, maybe it can be valued by Qunxing Capital like MihoYo.

…… (End of chapter)