TENCENT(HK:00700) Mei Ri Jing Ji Xin Wen·2025-11-05 23:24Group 1: Krafton and "幻兽帕鲁" - Krafton announced that the mobile game "幻兽帕鲁" will begin testing in Q4 2025, developed in collaboration with Japanese developer Pocketpair, featuring core gameplay elements from the PC version [1] - The success of "幻兽帕鲁" in 2024 led to a surge in similar game development by domestic companies, but many faced market rejection due to lack of official licensing and poor gameplay integration [1] - The entry of Krafton with an official mobile version shifts the competitive focus in the pet-catching genre from gameplay imitation to a combination of IP management and development strength [1] Group 2: Tencent and "终极角逐" - Tencent confirmed that the first-person shooter game "终极角逐" will officially launch on November 18, 2025, with players able to register through Tencent's cloud gaming platform [2] - The game, a domestic version of the overseas hit "THE FINALS," features a unique terrain destruction system that allows players to create tactical advantages through environmental manipulation [2] - The public release of "终极角逐" is expected to be a significant catalyst for market sentiment, as shooting games are a core revenue pillar for Tencent, which has faced growth pressures due to insufficient new product iterations [2] Group 3: "光与夜之恋" Voice Actor Change - Tencent's "光与夜之恋" announced a change in the voice actor for the character "查理苏" due to the health issues of the current actor, 吴磊, prompting a search for a replacement [3] - The project team is focusing on character compatibility in the selection process, which has garnered significant attention from both players and the capital market [3] - Companies with risk mitigation mechanisms, such as multiple voice actor reserves or advanced AI voice technology, may achieve higher valuation premiums, while those relying on a single actor without contingency plans may face increased valuation risks [3]