莉莉丝跑出首个爆款《Palmon: Survival》后：26年帕鲁SLG竞争再起，4399加速新游上线数据几何？

Core Insights - The Palu-themed gaming genre is experiencing a resurgence in early 2026, with multiple new titles being announced and tested, indicating a growing interest in this segment within the industry [1][3][5]. Group 1: Game Releases and Testing - Bilibili's self-developed vertical healing pet management mobile game "Shining! Lumi" was officially revealed on December 19, 2025, and is set to differentiate itself with hand-drawn art style and lightweight gameplay [1]. - Lilith's new vertical screen Palu-themed SLG "Palmon Battle Diary" has opened pre-registration for its domestic version, which is scheduled for public release on February 5, 2026 [3]. - FunPlus-backed Hangzhou Claw Studio announced the second testing phase for its open-world pet RPG "Aniimo" on January 23, 2026, following a successful initial reveal at the Xbox conference in March 2025 [5]. Group 2: Market Performance and Data - "Catch & Build: Land of Pals," 4399's first Palu SLG, has gained attention for its rapid growth in overseas markets, achieving approximately 51,000 in daily revenue without significant marketing support [6][10]. - The game has been in testing since September 2024, initially as a mini-game, and saw a peak daily revenue of over 2 million in March 2025 before declining [7][10]. - As of January 17, 2026, "Catch & Build" has accumulated around 224,000 downloads in nine days, with total revenue reaching approximately 510,000, primarily from markets like Indonesia, the Philippines, and the United States [12][16]. Group 3: Gameplay and Features - The game features a unique world view where players explore and collect pets while managing a home base, utilizing a simplified operation system to attract casual gamers [18][24]. - Players can capture pets through battles or by hatching eggs obtained from various activities, with a complex pet development system that includes upgrades and special training [20][22]. - The game aims to transition from a Palu-like experience to deeper SLG content as players progress, ensuring a smooth gameplay experience [26]. Group 4: Competitive Landscape - The Palu SLG market is becoming increasingly competitive, with over 20 titles tested in the past year and a half, but only Lilith's "Palmon: Survival" has emerged as a significant success [32][34]. - 4399 is diversifying its Palu strategy beyond SLG, having tested various titles across different genres, indicating a broad approach to capturing market share in the Palu-themed gaming space [35][41].