传媒行业月报：12月八款重点新游上线，SLG赛道《九牧之野》表现突出-20260119

Investment Rating - The industry investment rating is "Outperform the Market" with an expected relative increase of over 10% in the industry index compared to the broader market in the next six months [6]. Core Insights - The report highlights that December 2025 saw the launch of eight key mobile games, with "Jiumu Zhi Ye" standing out due to its innovative gameplay and strong market performance [1][10]. - "Jiumu Zhi Ye" employs a unique "free movement + real-time combat + horizontal strategy" approach, enhancing player engagement and gameplay experience [2][16]. - The game achieved significant milestones, including reaching the top 2 in the iOS free game chart on its first day and ranking 23rd in the iOS revenue chart on launch day [2][16]. Summary by Sections New Game Releases - Eight key mobile games were launched in December 2025, including titles from various developers such as "Jiumu Zhi Ye" by Thunder Game and "Tianxia: Wanxiang" by NetEase [1][10]. Game Performance - "Jiumu Zhi Ye" recorded an average daily revenue of $95,873, significantly outperforming other new releases like "Dudu Face Prank" which had an average daily revenue of $23,947 [12][19]. - The game reached a peak download of 110,115 times on December 20, with a maximum daily revenue of $216,450 [2][19]. Investment Recommendations - The report suggests focusing on leading companies with strong product reserves, R&D capabilities, and diverse thematic layouts, as the gaming market is expected to reach new highs in revenue and user scale in 2025 [3][22].