这个月网易可谓动作频频，与之相关的消息更是满天飞。 首先是在新一代潜力长青产品端，上周五突然传出旗下乙女游戏《世界之外》（隶属梦幻事业部）制作人璇子因不接受公司高层拟定的职位及部门汇报线 调整选择离职，引发行业高度关注。 玩法上主打策略卡牌与角色养成，玩家需要收集经典角色（角色分为射手、战士、防御者和操控者4大职业，总计超150位）组建三人小队，通过养成系统 （等级、进阶星级、技能、专武、命座、装备等）提高战斗力，利用技能、战术配合、环境地形与敌人对抗。核心战斗上采用了战棋式地图设计结合卡牌 驱动的半即时制战斗系统，策略维度有所提升。游戏模式上有PVE主线推进、PVP竞技场以及公会系统，能满足大部分玩家的需求。 紧接着就有知情人小红书发帖爆料（原贴已删除）同时有媒体跟进报道，大概一周前，网易顶层领导突访广州，拟对梦幻事业部和第十事业部展开整顿， 本周三晚些时候网易互娱副总裁、第十事业部负责人李凯明（《率土之滨》、《无尽的拉格朗日》制作人）发布内部信表示由于个人职业发展的长远规划 已计划于网易离职。与此同时，还传出网易高级副总裁、梦幻事业部负责人林云枫（小白）也将离开，网易最大事业部——梦幻事业部将被拆分重组， ...

Core Insights - Recent personnel changes at NetEase's gaming division indicate a significant restructuring, particularly affecting the Guangzhou-based teams, which have historically been crucial to the company's success [1][4][8] Group 1: Personnel Changes - NetEase's gaming division has experienced a series of high-profile departures, including the resignation of key figures such as Lin Yunfeng and Li Kaiming, indicating a potential shift in leadership strategy [2][6][16] - Li Kaiming announced his departure to pursue entrepreneurial ventures, countering rumors of being forced out, and confirmed he had initiated his resignation process earlier [7][11] - The restructuring is seen as part of a broader strategy by CEO Ding Lei to address underperformance in the Guangzhou region, which has seen a lack of successful new titles in recent years [9][28][36] Group 2: Performance and Strategy - The Guangzhou gaming units, particularly the Dream and Tenth divisions, have faced challenges with recent projects, including the underwhelming performance of "射雕" and the cancellation of "万民长歌：三国," leading to a reassessment of their operational effectiveness [29][31][34] - The restructuring aligns with a trend of shifting focus towards younger talent and innovative projects, as evidenced by the success of titles emerging from the Hangzhou-based teams [25][37] - NetEase's strategy appears to be moving away from its historical reliance on veteran teams in Guangzhou, as the company seeks to rejuvenate its game offerings and adapt to changing market demands [36][37] Group 3: Market Position - Despite the upheaval, NetEase continues to maintain a presence in the mobile gaming market, with "梦幻西游手游" and "率土之滨" remaining top performers, showcasing the enduring appeal of its legacy titles [10][34] - The company is actively recruiting in Hangzhou, indicating a strategic shift in its operational focus from Guangzhou to its headquarters, reflecting a broader trend in the gaming industry towards centralization of talent and resources [36]

在Sensor Tower最新公布的中国手游发行商收入榜单中，紧跟在腾讯、点点互动、网易后面的，是一家叫柠檬微趣的公司，比米哈游还要高一位。 这家公司早期代表作正是DAU破千万的国民级爆款游戏《宾果消消乐》，如今在海外市场闯出一番天地，依然是靠以小搏大的策略。公司沿袭消除游戏 的精髓、融入更丰富的剧情，带着《Gossip Harbor》和《Seaside Escape》两款休闲游戏走向全球。 在海外摸索到掘金之道的不只柠檬微趣，最新的全球手游收入榜Top 100中，有32家是中国厂商。 这些年，中国游戏火遍全球的案例不在少数，整个行业的跃升历历在目。2024年，中国自主研发游戏在海外市场的实际销售收入185.57亿美元，同比增长 13.39%，而2014年，这个数字还是30.76亿美元，十年间翻了6倍有余。 Google数据也显示，美国市场收入Top 100的中国手游，在2025 年达到了27款，中国出海游戏的应用内付费收入增长达到 11%，大大超过全球2%的平均水 平。 掘金者满载而归，而这仅仅只是中国游戏出海与游戏行业变革的冰山一角。 快乐无国界 今年4月，天美J3工作室创作的《三角洲行动》在海外上线移动 ...

来源：滚动播报 周四热门中概股多数收涨，纳斯达克中国金龙指数涨1.66%。阿里涨超3%，拼多多涨超2%，网易涨超 1%，京东涨超2%，百度涨超2%，理想涨超1%，富途涨超3%，小鹏涨超1%。 ...

Core Insights - The company is expected to report a 28% year-on-year increase in Non-GAAP net profit to 9.6 billion yuan for Q3 2025, with revenue projected to grow by 14% to 23.9 billion yuan, aligning with Bloomberg consensus estimates [1][2] Group 1: Q3 2025 Performance Expectations - The flagship product "Fa Xin Ya" and new games are showing strong performance, with online game service revenue expected to increase by 15% in Q3 2025 [1] - The desktop version of "Dream of the Red Chamber" has seen record high online users, surpassing 3.15 million on September 7 [1] - The mobile version of "Dream of the Red Chamber" launched a new service at the end of August, contributing to user engagement [1] Group 2: New Product Cycle and Future Focus - The company is set to focus on key products in 2026, including the multi-platform RPG "Forgotten Sea," which began its first round of testing at the end of June [2] - The open-world game "Infinite" was showcased at the Tokyo Game Show, highlighting innovations in traditional gaming frameworks and user interaction [2] - The life simulation party game "Starry Sky" received its license in September and is expected to begin testing within the year [2] Group 3: Profit Forecast and Valuation - The company has raised its Non-GAAP net profit forecasts for 2025 and 2026 by 2% and 3% to 39.3 billion yuan and 41.5 billion yuan, respectively [2] - Current stock prices correspond to a P/E ratio of 17x for 2025 and 16x for 2026, with target prices increased by 5% to 275 HKD and 177 USD, indicating an upside potential of 20% and 22% for HK and US stocks [2]

网易游戏又有一位关键人物离职。 10月22日，记者获悉，网易《率土之滨》制作人李凯明宣告因"个人职业发展长远规划"离职创业，他也成为年内第三位从网易离职的事业部级 核心高管。 10月23日，网易互娱第十事业部向《每日经济新闻》记者回应称，原负责人李凯明因个人原因近期已向公司提出离职，相关交接工作顺利进 行，不会影响到工作室正常运行。感谢凯明此前为团队作出的贡献，也希望他未来工作生活一切顺利。 除李凯明之外，过去一年来，原网易游戏旗下天下事业部总裁少云、Zen事业部总裁金韬也已相继出走。三人分别执掌网易在竞技、二次元、 策略三大赛道的核心业务，其密集离职折射出这家游戏巨头正经历前所未有的组织调整。 10月23日，艾媒咨询CEO（首席执行官）张毅在接受《每日经济新闻》记者采访时表示，网易一直被行业公认为游戏人才的"黄埔军校"，公司 中台权力不断加强，这本质上是为了确保品质体系以及公司整体利益，这种转变利弊都有，但总体来说，会向更加健康的现代化游戏企业方向 发展。 操盘《率土之滨》《光遇》双爆款后离场 图片来源：新浪微博@网易率土之滨 据网易2025年第一季度财报及业绩电话会披露的信息，《率土之滨》被公司定义为"长 ...

10月22日，记者获悉，网易《率土之滨》制作人李凯明宣告因"个人职业发展长远规划"离职创业，他也成为年内第三位从网易离职的事业部级 核心高管。 10月23日，网易互娱第十事业部向《每日经济新闻》记者回应称，原负责人李凯明因个人原因近期已向公司提出离职，相关交接工作顺利进 行，不会影响到工作室正常运行。感谢凯明此前为团队作出的贡献，也希望他未来工作生活一切顺利。 除李凯明之外，过去一年来，原网易游戏旗下天下事业部总裁少云、Zen事业部总裁金韬也已相继出走。三人分别执掌网易在竞技、二次元、 策略三大赛道的核心业务，其密集离职折射出这家游戏巨头正经历前所未有的组织调整。 网易游戏又有一位关键人物离职。 10月23日，艾媒咨询CEO（首席执行官）张毅在接受《每日经济新闻》记者采访时表示，网易一直被行业公认为游戏人才的"黄埔军校"，公司 中台权力不断加强，这本质上是为了确保品质体系以及公司整体利益，这种转变利弊都有，但总体来说，会向更加健康的现代化游戏企业方向 发展。 操盘《率土之滨》《光遇》双爆款后离场 李凯明的网易生涯堪称行业标杆。2013年7月加入网易后，他主导研发的三国SLG（策略游戏）《率土之滨》不仅实现十年 ...

网易在一年半内关闭至少四家海外工作室，昔日重金布局的全球游戏梦正被务实考量取代。 网易终止投资的核心原因在于项目进展与回报预期存在巨大差距。在游戏行业资本降温的背景下，网易 选择及时止损，而非继续投入一个看不到明确回报周期的项目。 连番受挫，网易MMO赛道集体遇冷 Fantastic Pixel Castle的关闭并非孤例。网易在MMO领域近期屡受重创。 2025年9月，网易宣布耗资十亿、立下"150年运营"宏愿的《射雕》正式停运。该游戏上线仅一年半，在 回炉重造后仍未能扭转颓势。 此前，腾讯旗下《塔斯瑞世界》国际服也宣布停运，中手游斥巨资打造的《仙剑世界》遭遇滑铁卢。数 据显示，国内手游MMO市场规模已跌回2015年水平。 传统MMO的重度肝氪特性与当下玩家偏好背道而驰。在短视频和小游戏盛行的时代，用户需求越来越 趋向轻量化、碎片化。 2025年10月，网易旗下由前《魔兽世界》首席系统设计师Greg Street（鬼蟹）领衔的Fantastic Pixel Castle工作室面临解散。该工作室成立仅一年半，尚未推出任何作品。 这已是网易自2024年以来关闭的又一家海外明星工作室。此前，日本樱花工作室、Jar ...

蓝鲸新闻10月22日电，蓝鲸科技记者获悉，网易互娱第十事业部负责人李凯明发布了一封手写内部信， 其表示，由于个人职业发展的长远规划，近日将从网易离职，开启创业的新征程。对此，网易互娱第十 事业部回应蓝鲸科技记者称，原负责人李凯明因个人原因近期已向公司提出离职，相关交接工作顺利进 行，不会影响到工作室正常运行，并表示"感谢凯明此前为团队作出的贡献，也希望他未来工作生活一 切顺利"。小鲸注：李凯明于2013年加入网易，制作出了网易的长青游戏《率土之滨》，该游戏也开创 出"率土like"品类，今年迎来游戏上线十周年。（蓝鲸新闻 彭乐怡） ...

Core Viewpoint - NetEase Cloud Communication is celebrating its 10th anniversary with a brand upgrade and the launch of AI-driven products, aiming to enhance value delivery to enterprise clients across various industries [1][5]. Group 1: Company Background and Development - NetEase Cloud Communication has evolved from providing SDK-based instant messaging solutions to becoming a key player in the AI-driven communication landscape, having served 2.35 million enterprise developers and over 800,000 registered applications globally [4][6]. - The company has a strong foundation in instant messaging technology, having previously collaborated with China Telecom to develop applications like YiXin and NetEase POPO, which contributed to its expertise in enterprise-level IM cloud services [4][6]. Group 2: AI Integration and Transformation - The recent brand upgrade signifies a shift from being a basic communication channel to becoming a critical engine for AI interaction, leveraging AI's capabilities in knowledge storage, understanding, and human-like interaction [5][6]. - The integration of AI into communication services allows for the transmission of information not only between individuals but also between individuals and AI, enhancing the depth of communication [6][7]. Group 3: AI Applications and Value Delivery - NetEase Cloud Communication introduced a comprehensive AI application suite, including emotional companion agents and AI meeting assistants, aimed at delivering tangible value to clients in sectors like entertainment, smart hardware, and corporate office environments [7][8]. - The emotional companion agent addresses the growing need for emotional interaction in an aging society, utilizing features like emotional perception and memory to facilitate deep, human-like conversations [7][8]. - The AI meeting assistant enhances meeting efficiency by providing real-time transcription, translation, and automatic meeting summaries, thereby improving knowledge retention and workflow connectivity within organizations [8][9]. - The AI bidding review assistant streamlines the bidding process by ensuring compliance with tender requirements and enhancing the overall quality of bid documents, thus reducing potential errors and risks [9]. Group 4: Future Outlook - With AI deeply integrated into its operations, NetEase Cloud Communication is poised to leverage ongoing advancements in AI technology and macro policies to foster human-machine collaboration and value co-creation across various industries [9].