Group 1 - Nintendo's upcoming Switch 2 console is experiencing unprecedented demand in the Japanese market, with a lottery pre-sale mechanism introduced to prioritize original Switch high-frequency players and online subscription service users [1] - The lottery pre-sale received 2.2 million applications, significantly exceeding expectations, leading to an apology from Nintendo's president for the large number of applicants who could not secure a purchase [1] - The Switch 2 is priced at $450 in the U.S. and 49,980 yen (approximately $350) in Japan, which is nearly 25% cheaper than the international version, effectively stimulating local demand [1] Group 2 - Nintendo's stock price surged by 5.5% in Tokyo, marking the largest intraday gain in two weeks [1] - Japan accounts for one-third of the global Switch install base, suggesting that global pre-orders could reach 6.6 million units [1] - Analysts predict that Nintendo could produce between 6 million to 8 million units of the new console before its official release on June 5 [1] Group 3 - Nintendo is taking various measures to enhance production capacity, impacted by trade policies that previously imposed a 46% tariff on one-third of the new units assembled in Vietnam, which has now been reduced to 10% for a 90-day grace period [2] - The company announced a price increase for Switch 2 accessories in the U.S. market and indicated potential future price adjustments for other products [2]

任天堂股价涨5%。此前任天堂表示，日本市场对Switch 2的需求极为火爆，远超预期。 ...

智通财经4月24日电，受SWITCH 2需求提振，任天堂股价一度上涨5%。 ...

任天堂表示，其即将推出的Switch 2游戏机在日本市场需求极为火爆，任天堂社长古川俊太郎发文称， 仅在日本地区就在官方在线商店收到了220万份抽签销售申请，远超预期。 ...

【环球网科技综合报道】4月22日消息，据外媒报道，美国三大零售商沃尔玛、GameStop和百思买对任天堂即将 推出的amiibo玩偶产品进行了价格调整，其中《街头霸王6》与《塞尔达传说》系列amiibo的售价涨幅引发市场关 注。 外媒认为，此次价格调整与近期美国关税政策调整密切相关。任天堂部分生产线位于越南和中国，而美国对这两 个国家的关税分别上调至46%和34%，导致生产成本显著增加。此外，Switch 2主机及配件的整体成本上涨趋势 也加剧了amiibo的定价压力。此前，Switch 2主机因日元贬值、开发成本增加等因素，海外版定价已较日版高出 近40%（日版49980日元/约2413元人民币，国际版69980日元/约3387元人民币）。 尽管百思买等平台仍显示原价，但GameStop等零售商已明确上调售价。部分玩家担忧，若关税持续影响，未来 游戏主机及配件价格或进一步上涨。此次调价尚未得到任天堂官方确认是否为长期调整。 值得关注的是，这批amiibo支持Switch 2主机的新功能，例如通过USB-C接口实现数据快速传输，并兼容最新发 布的AmiiJoy智能底座。这些技术升级可能进一步加剧生产成本，从而 ...

据路透社消息，随着任天堂下一代游戏主机Switch 2即将于6月5日正式亮相，这家日本电子游戏巨头正面 临全球贸易战带来的严峻考验。自第一代Switch于八年前问世以来，其销量已突破1.5亿台，打破了市场 对其生命周期的质疑。然而，在Switch 2发布之际，关税政策的变化为其供应链管理和定价策略增添了不 确定性。 尽管贸易战通常聚焦于汽车和芯片等高关税行业，但任天堂作为"超级马里奥"和"大金刚"等知名IP的持有 者，其业务同样受到关税波动的冲击。Switch 2的成功对任天堂未来盈利能力至关重要，而贸易壁垒可能 使这一核心产品的市场推广复杂化。公司需在确保美国市场供应的同时维持449.99美元的定价，这对供应 链管理提出了更高要求。 任天堂于4月2日宣布Switch 2的定价及发布日期，但随后因美国宣布全面征收进口关税暂停了美国市场的 预订。经过评估后，公司决定维持原定价，并于4月24日重新开放预订，但部分配件价格有所上调。咨询 公司Kantan Games创始人Serkan Toto指出，配件涨价仅能部分缓解关税影响，若关税压力持续，主机价 格仍可能上调。 供应链方面，任天堂计划通过越南和柬埔寨等替代生产 ...

Core Insights - Nintendo will increase the prices of some Switch 2 accessories while maintaining the console price at $450, amid concerns over potential tariff impacts on pricing [1][2][4] Price Adjustments - Pre-orders for the Switch 2 console will start on April 24, following a delay to evaluate tariff impacts [2] - Prices for several accessories have been raised by $5 to $10, including Joy-Con controllers from $89.99 to $94.99, Pro controllers from $79.99 to $84.99, and the Switch 2 camera from $49.99 to $54.99 [2][3] Market Conditions - Nintendo cited "changes in market conditions" as the reason for the price hikes, indicating that further adjustments may occur based on market dynamics [3] - The Switch 2 and its accessories are set to be released on June 5 [3] Tariff Impact - The price increases follow President Trump's tariff policies affecting manufacturing locations like China and Vietnam, with tariffs reaching 145% on China and 46% on Vietnam [4] - Experts had predicted accessory price increases of 10% to 15% due to these tariffs, which have significantly impacted Nintendo's manufacturing strategy [4] Consumer Reactions - The $450 price for the Switch 2 represents a 50% increase from the original Switch's launch price of $300 in 2017, leading to criticism from fans [5] - The pricing of launch games, such as "Mario Kart World" at $80, has also faced backlash for being higher than the industry standard of $70 [5]

Core Insights - Nintendo Switch 2 will begin retail pre-orders on April 24 [1] Company Summary - The announcement of the Nintendo Switch 2's pre-order date indicates a significant upcoming product launch for the company [1]

这并非PS5首次涨价。2022年和2024年，PS5也曾在部分地区提高售价。但是，此次涨价发生在美国总 统特朗普掀起的"关税战"浪潮中，受到市场普遍关注。 4月初以来，美国肆意加征所谓"对等关税"扰动全球市场。日本一些依赖硬件业务的游戏机制造商不可 避免地受到波及。 近日，游戏主机PlayStation 5（以下简称"PS5"）在部分地区提高价格，任天堂则推迟了新款主机Switch 2在美国的预购。 分析人士表示，游戏机制造商将产业链转移到美国的可能性微乎其微，其不仅要面对高昂投资、劳动力 成本飙升和供应链重构的难题，还要应对知识产权泄露的风险。 Switch 2在美预购推迟 4月13日，索尼方面宣布，提高PS5的价格。此次涨价涉及英国、欧洲、澳大利亚和新西兰等市场，涨 价措施在4月14日生效。 涨价后，PS5数字版欧洲地区的售价为499.99欧元，上涨50欧元，涨幅超11%。 "在高通胀和汇率波动等充满挑战的经济环境下，索尼互动娱乐做出了艰难的决定。"索尼方面并未在公 告中指明涨价的具体原因。 投大大数据研究院分析师胡怡文对《中国经营报》记者表示，在"关税战"风波中，日本受挫最重的产业 是汽车制造业。 4月 ...

An attendee wearing a Super Mario costume uses a Nintendo Switch 2 game console while playing a video game during the Nintendo Switch 2 Experience at the ExCeL London international exhibition and convention centre in London, Britain, April 11, 2025.Nintendo on Friday announced that retail preorder for its Nintendo Switch 2 gaming system will begin on April 24 starting at $449.99.Preorders for the hotly anticipated console were initially slated for April 9, but Nintendo delayed the date to assess the impact ...