巨人网络(002558.SZ)为何能做出让丁磊都紧张的爆款《超自然行动组》?

Core Insights - NetEase's CEO Ding Lei acknowledged that the company's main products are facing competition, particularly from Giant Network's new hit game "Supernatural Action Group" [1][2] - "Supernatural Action Group" has shown remarkable growth, surpassing 1 million concurrent users within six months of its launch and reaching the top 4 in the iOS sales chart [3][11] - The success of "Supernatural Action Group" is attributed to its young development team, which has a deep understanding of the preferences of younger users [4][5] Company Performance - Giant Network's "Supernatural Action Group" has maintained a strong presence in the iOS free and sales charts, with its Halloween version propelling it from around 20th to the top 10 [9][11] - The game is positioned as a long-term product rather than a short-term hit, reflecting the company's strategy of focusing on sustainable growth and user engagement [12][13] Industry Trends - The gaming industry has seen a shift towards teams that are sensitive to current user preferences, which has contributed to the success of "Supernatural Action Group" [4] - The game redefines the micro-horror genre by combining cultural familiarity with social connectivity, appealing to the younger demographic's dual needs for cultural recognition and social sharing [17] - The competitive landscape has shifted, with "Supernatural Action Group" impacting the performance of established titles like "Identity V," as evidenced by their respective rankings on the iOS charts [17][20] Organizational Strategy - Giant Network is implementing a young talent strategy, allowing younger team members to take on leadership roles and participate in strategic decision-making [14][15][16] - The company emphasizes a long-term approach to game development, focusing on continuous improvement and user satisfaction rather than chasing fleeting trends [13][12] Market Impact - The success of "Supernatural Action Group" has created competitive pressure on existing products, leading to strategic adjustments in the industry [20] - The game's performance has prompted industry leaders to reassess their strategies and understand the importance of connecting with younger audiences [20]