图森未来转型后，第一款游戏实机PV曝光

Core Insights - The success of "Black Myth: Wukong" has ignited enthusiasm and confidence in the domestic gaming industry for AAA titles, prompting many companies to invest in traditional cultural IPs [1] - Original Generation (CreateAI) has unveiled a gameplay video for "Jin Yong's Heroes," marking a significant step in its development journey [3] Group 1: Company Developments - Original Generation, previously known as TuSimple, has transitioned from the autonomous driving sector to gaming, focusing on developing films and games based on the "Jin Yong" and "Three-Body" IPs [3] - The company has a game development team of approximately 200 people and aims to expand its workforce following the release of the gameplay video [3] - The company faced challenges in its gaming business over the past year, including the dissolution of a failed art team in Guangzhou and the establishment of a new team in Beijing for better communication and management [6] Group 2: Game Development Challenges - The transition from autonomous driving to gaming has proven to be more complex than anticipated, particularly for an open-world RPG like "Jin Yong's Heroes," which demands high-quality art and martial arts animations [6] - The company has invested in building its own motion capture studio and a hybrid production team to enhance the quality and controllability of its game development [7] - The game features a significant number of martial arts moves, with up to 500 unique actions, necessitating extensive post-production work [7] Group 3: Market Potential and Trends - The Chinese large-scale gaming content market is projected to reach 16.9 billion RMB by 2026, driven by high production costs and increasing narrative and performance expectations [7] - Following the success of "Black Myth: Wukong," the sales of domestic premium games surged, with total sales reaching 10.22 billion RMB in 2024, a 398.5% year-on-year increase [8] - "Black Myth: Wukong" alone contributed nearly 90% of this sales figure, with cumulative sales exceeding 30 million units, setting multiple records for domestic premium games [8] Group 4: Future Outlook - The company aims to target hardcore gamers with "Jin Yong's Heroes," planning to release it exclusively on PC and PS platforms [8] - There are concerns regarding the lifecycle of traditional IPs, as younger audiences may not engage with martial arts content due to insufficient quality in derivative works [8] - The company believes that while AI has advantages in its AIGC business, its application in AAA game development is still premature due to current limitations in image and video consistency [9][10]