TENCENT(HK:00700) Mei Ri Jing Ji Xin Wen·2025-12-03 23:16Group 1 - The core event is the 8th anniversary celebration of the game "Love and Producer," which will start on December 4, featuring limited-time content and system updates under the theme "Long Live Love" [1] - "Love and Producer" continues to maintain its leading position in the otome game sector, demonstrating the commercial logic of "emotional connection driving long-term payments," which boosts confidence in the growth potential of the otome game market [1] - The dual strategy of "classic IP stabilization + new product breakthrough" has been established by the company through the long-term operation of "Love and Producer" and the technological advancements of "Love and Deep Space" [1] Group 2 - The voting for the "Player's Voice" award at TGA 2025 has begun, with three Chinese games nominated: miHoYo's "Genshin Impact," Kuro Game's "Ming Chao," and Tencent's "Delta Action" [2] - The nomination reflects the global influence of Chinese games, continuing the trend set by last year's winner, "Black Myth: Wukong," which has led to increased government support for the AAA game industry [2] - The inclusion of these three titles is expected to accelerate capital investment in high-quality development and global operations, shifting the industry focus from "traffic-driven" to "value-driven" models, enhancing profitability stability for leading game companies [2] Group 3 - Tencent's mobile game "Victory Goddess: New Hope" will launch a new version on December 4, introducing two limited characters and a fully voiced storyline event, generating significant buzz in player communities [3] - The investment in character design and narrative development indicates Tencent's maturity in creating content for the two-dimensional genre, narrowing the gap with leading companies like miHoYo and Kuro Game [3] - This enhancement in capability is expected to optimize Tencent's gaming business valuation structure, reducing reliance on traditional hits like "Honor of Kings" and "Peacekeeper Elite," and establishing a dual strategy of "mature category stabilization + emerging sector growth" [3]