智通财经网·2025-05-06 03:13Group 1 - The core viewpoint is that SLG (Simulation and Strategy Game) products have a long lifecycle and stable revenue, with successful SLG products contributing significantly to company performance. The global mobile gaming market has shown signs of improvement in 2024, with in-app purchase revenues rebounding [1] - In 2024, China's self-developed game export scale reached $18.556 billion, a year-on-year increase of 13.4%. Strategy games, including SLG, accounted for 41.38% of the top products, suggesting a market size of approximately $7.7 billion per year for strategy games [1] - The report suggests focusing on companies with strong R&D capabilities and quality product reserves in the SLG field, recommending companies such as ST Huatuo, Tencent, NetEase, 37 Interactive Entertainment, and Kaiying Network [1] Group 2 - The integration of various gameplay styles has attracted users and reduced customer acquisition costs. SLG games, characterized by construction and combat, have a high entry barrier for new players, making customer acquisition challenging. However, lighter gameplay can quickly convert users, enhancing acquisition efficiency [2] - The game "Kingshot" shows a clear growth trend and high monetization potential. Its combination of tower defense and SLG gameplay enhances user acquisition efficiency, and its early performance is comparable to "Whiteout Survival," indicating strong commercial potential [3]