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

Investment Rating - The industry investment rating is "Outperform" with an expectation of over 10% relative increase compared to the market index in the next six months [6][25]. 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 depth, which is expected to attract core players seeking a deep combat experience [2][16]. - The game achieved significant early success, ranking second on the iOS free games chart on its first day and reaching a peak daily download of 110,115 and revenue of $216,450 on December 20 [2][16]. Summary by Sections New Game Releases - In December 2025, eight new mobile games were launched, including titles from various developers such as "Giant Eye" by Fat Pudding Games and "Jiumu Zhi Ye" by Thunder Games, among others [1][10]. Game Performance - "Jiumu Zhi Ye" led the new releases with an average daily revenue of $95,873, significantly outperforming other titles like "Dudu Face Prank" which had an average daily revenue of $23,947 [12][19]. - The game also recorded a total revenue of $2,684,454 and a download count of 589,863 by January 14, 2026, indicating strong market traction [12][19]. Investment Recommendations - The report suggests focusing on leading companies with 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].