Giant Network(SZ:002558) Zheng Quan Ri Bao Zhi Sheng·2025-07-31 06:41Core Insights - The mobile game "Supernatural Action Team," developed by NIGHT STUDIOS and operated by Giant Network Group, has gained significant popularity among players, reflecting changes in the domestic "game + social" sector and shifting player preferences [1][2]. Group 1: Game Overview - "Supernatural Action Team" is set to officially launch on January 23, 2025, featuring a popular gameplay style known as "search, fight, and retreat" in a "PVE cooperative survival" mode where four players team up to explore mysterious ruins for high-value items while combating AI-controlled "monsters" [1]. - Unlike other popular "search, fight, and retreat" games, this title focuses on treasure hunting within a narrative that incorporates elements of traditional Chinese culture, positioning players as team members rather than isolated survivors [1]. Group 2: Market Performance - From January to May, the Chinese gaming market reached a scale of 141.1 billion yuan, showing a year-on-year growth of 17% [2]. - "Supernatural Action Team" is one of the few games that has shown a significant upward trend in revenue, increasing from 540,000 yuan in its first month to 17 million yuan by June [2]. - As of July 31, Giant Network's stock price has surged over 90% this year, influenced by the game's performance [2]. Group 3: Strategic Insights - Dongwu Securities has noted that "Supernatural Action Team" continues to achieve record user growth, indicating strong performance potential and validating the company's innovation in game categories [2]. - The founder of Giant Network, Shi Yuzhu, emphasized the importance of gameplay over revenue, indicating a strategic shift from "value-driven" to "gameplay-driven" approaches in response to market saturation and player fatigue [2].