TENCENT(HK:00700) 智通财经网·2025-12-08 03:54Core Insights - In November 2025, 33 Chinese companies made it to the global mobile game publisher revenue TOP 100, collectively generating $1.95 billion, accounting for 35.8% of the total revenue of the top 100 publishers [1] - Tencent maintained its position as the top global mobile game publisher, driven by strong performance from its flagship titles [1] - The mobile game market is witnessing significant revenue growth, with several companies reporting substantial increases in income due to new game releases and innovative gameplay [4][5] Group 1: Tencent's Performance - Tencent's "Delta Force" new season "Asala" launched on November 13, achieving a record high daily revenue, with a month-over-month increase of 12%, nearing $80 million in global mobile revenue [1] - "Delta Force" has become one of Tencent's highest-grossing mobile games, second only to "Honor of Kings" [1] Group 2: Point Point Interactive's Growth - Point Point Interactive ranked second among global mobile game publishers, with its flagship SLG "Whiteout Survival" contributing 54% of its revenue in November, totaling over $3.8 billion [2] - The new title "Kingshot" also performed well, accounting for 36% of revenue, while the casual merge game "Tasty Travels: Merge Game" saw a 10% revenue increase, ranking fourth in the global merge game revenue chart [2] Group 3: Lemon Microfun's Success - Lemon Microfun ranked third in publisher revenue, with three titles in the top ten of the global merge game revenue chart [3] - "Gossip Harbor" saw a 211% year-over-year revenue increase, while "Seaside Escape" maintained a strong position in the market [3] - The new title "Flambé: Merge & Cook" achieved a 20% revenue increase in November, further solidifying Lemon Microfun's dominance in the merge game sector [3] Group 4: Ice Age Network's Breakthrough - Ice Age Network's new game "X-Clash" experienced a 200% month-over-month revenue surge, contributing 45% to the publisher's total revenue [4] - The company returned to the revenue ranking at 26th place, showcasing its strength in gameplay innovation and overseas expansion [4] Group 5: Other Notable Performers - BeHeFun Games debuted at 30th place in the revenue ranking with "Top Tycoon: Coin Theme Empire," which saw a 30% revenue increase in November, nearing $30 million in total revenue [4] - Other Chinese mobile game publishers in the global TOP 100 include Xindong Network and Chaoxi Guangnian, among 32 companies [4] Group 6: Chinese App Store Rankings - Tencent's "Honor of Kings" and "Delta Force" topped the Chinese App Store revenue chart [5] - "Delta Force" experienced a 38% revenue increase following the launch of a new limited-time gameplay feature [5] - miHoYo's "Honkai: Star Rail" saw a 460% revenue surge in November, returning to the top 8 in the iOS market [5][6]