春节期间由于疫情升级，为了尽量减少外出，移动游戏成了大多数人在家消磨时间的一种生活方式。从下载榜单来看，竞技类和棋牌类游戏排行上升较快，其中腾讯旗下多款游戏上榜，其余游戏厂商疫情期间旗下游戏下载量表现不一。

1.疫情对移动游戏下载量的影响 .............. 4

1.1 春节期间竞技类游戏、棋牌游戏下载排行攀升 ·········· 4

1.2 各厂商主要游戏春节下载量表现不一 ··························· 4

1.3 春节游戏下载量攀升并不罕见，棋牌游戏受疫情影响更大 ···························· 7

2. 疫情对移动游戏收入的影响 ................ 9

2.1 腾讯游戏收入增长明显，老游戏整体表现良好 ······························ 9

2.2 二次元游戏整体表现强势 ················································ 11

3. 疫情下主要新游表现.......................... 11

3.1《剑与远征》出海回归表现强势 ·························· 11

3.2 角色扮演类游戏开服后下载量难以维持 ································· 12

4. 投资建议..... 13

5. 风险提示..... 14