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两会对话|米哈游总裁刘伟:上海游戏产业已具备世界一流工业化能力,要攻克AI模型等新技术
Xin Lang Cai Jing· 2026-02-05 15:05
"当全球创作者开始使用我们的技术标准、遵循我们的生态规则时,中华文化的国际影响力将实现系统 性跃升。"刘伟表示, 此外,随着出海进入"深水区",企业面临的挑战已从单纯的市场竞争,深化为知识产权保护、全球合规 与黑灰产治理等复杂的系统性挑战。刘伟表示,上海作为链接全球的桥头堡,在营商环境法治化方面走 在前列。 近年来,上海多次开展针对数字侵权、海外私服及盗版黑色产业链的专项治理,有效维护本土企业的全 球合法权益。建议进一步先行先试,构建对接国际高标准经贸规则的"全链条维权机制":搭建一站式全 球知识产权保护服务平台,建立海外维权预警体系,为企业在国际竞争中提供坚实的法治保障,通过优 化营商环境"软实力",构筑起抵御全球风浪的"避风港"和"加速器"。 回顾上海游戏产业的"出海群像",从米哈游到叠纸、鹰角、沐瞳等企业,"上海出品"之所以能赢得全球 市场,共性在于都选择"技术立身"的发展道路:以"高精尖制造"级的标准打磨产品,以工业化管线保障 高质量内容的持续产出,海外用户往往先被高精度的实时渲染、物理仿真带来的"技术震撼"所吸引,进 而才会沉浸其中,理解其中蕴含的东方哲学与中华文化。 他建议,上海在政策层面应当像支 ...
米哈游总裁刘伟:上海游戏产业已具备世界一流工业化能力,要攻克AI模型等新技术
Xin Lang Cai Jing· 2026-02-05 15:05
格隆汇2月5日|据澎湃,上海市人大代表、米哈游创始人、总裁刘伟表示,上海游戏产业已具备世界一 流的工业化管线能力,不应止步于做全球市场的"内容供应商",而应致力于成为全球数字文化生态 的"架构师"。刘伟认为,要利用上海在人才、资本和产业链上的集聚优势,主动参与全球数字文化规则 的制定。从数字资产的确权标准,到元宇宙空间的交互协议,再到生成式AI的伦理规范,上海企业应 在政府引导下,勇于在国际舞台发出"上海声音"。 ...
【提示】上海礼物马年新春市集周六开市!各类本土优质品牌优惠、赠礼众多,不容错过
Xin Lang Cai Jing· 2026-02-05 14:07
市文化旅游局介绍,2026年2月7日至8日,上海礼物马年新春市集将于浦东新区前滩公园巷钱家滩路限时步行街(耀龙路至前滩大道段)正式开市!市集 集结上海本土百家优质品牌,涵盖文创、美食、美妆、养生等多元品类。百余款重磅产品集中亮相,以马年生肖文化为纽带,让传统年货采购升级为沉浸 式文化消费体验。与此同时,巷里迎春·前滩新春大集也将同步展开,带你穿越回那个充满烟火气与期待的市集!详见↓ 尖货集结:海派好物解锁新春新味 上海礼物新春市集以销售与展示两大区域联动,全方位展现上海本土品牌的创新活力与文化底蕴,为市民打造一站式海派年货采购体验。 A 正 执 新 澳 方 o 0 8 60 限 好 110 # MS = 1 Shangha zerie l 正规方 (国际) 19997 每日餐茶 第2、第一种生活状态 (1) dd @ 孙佳沐客 SUN'S HUROKO . C. t from the state of the state of the state of the state of the state of the state of the station of the station of the state ...
20多家游戏公司年终发黄金
经济观察报· 2026-02-05 14:00
今年已经有22家游戏公司把黄金当成年终奖励。游戏公司发黄 金背后,是行业整体回暖。 作者:任晓宁 封图:图虫创意 1月30日,等着看年会线上演出的沐瞳科技员工小决(化名)开场便收到惊喜。公司CEO宣布, 给每位员工发一条5克黄金手链作为全员奖。按照当天1685元/克的首饰金价格,这条手链价值 8425元。 不止是沐瞳科技,据经济观察报不完全统计,今年已经有22家游戏公司把黄金当成年终奖励。 游戏公司发黄金背后,是行业整体回暖。2025年中国游戏市场收入3507.89亿元,同比增长 7.68%;用户规模6.83亿,同比增长1.35%,两项数据均创历史新高。多家游戏上市公司在2025 年度业绩预告中宣布扭亏为盈。 要发就发硬通货 一家上海游戏公司的HR告诉记者,年会发黄金是老板的决定。之前他们年会以数码产品为主,比 如显卡、电脑、手机三件套,或是游戏机、无人机、耳机等,从未发过黄金。 黄金在2025年受到游戏公司青睐,与金价暴涨走势有关。2025年黄金价格屡次刷新历史纪录,成 为全民疯抢的理财产品。在这种环境下发黄金,能给员工提供一种额外的情绪价值。 小决说,公司年会发的黄金手链是与周大福定制的,不仅保值,日常也 ...
20多家游戏公司年终发黄金
Jing Ji Guan Cha Wang· 2026-02-05 13:00
Core Insights - The gaming industry in China is experiencing a recovery, with projected revenue of 350.79 billion yuan in 2025, marking a year-on-year growth of 7.68% and a user base of 683 million, an increase of 1.35% [2][8] - 22 gaming companies have adopted gold as a year-end reward for employees, reflecting the industry's positive outlook and the rising gold prices [2][3] Group 1: Employee Rewards - Companies are giving gold as year-end rewards, with examples including a 5-gram gold bracelet valued at 8,425 yuan given to employees of Mu Tong Technology [2] - The distribution of gold rewards varies: some companies provide gold to all employees, while others include it in a lottery or award it to employees with special contributions [4][5] - The trend of giving gold is linked to its rising value and serves as a morale booster for employees [3][6] Group 2: Company Performance - Several gaming companies are reporting significant financial improvements, with many expected to turn losses into profits in 2025 [2][8] - Companies like Century Huatong and Gigabit are forecasting substantial profit increases, with Century Huatong's net profit expected to rise by 357.5% to 475.3% [8] - MiHoYo's flagship game "Genshin Impact" is projected to generate over 40 billion yuan in global revenue in 2025, highlighting the success of its products [7][8] Group 3: Market Trends - The popularity of gold as a reward is influenced by its status as a sought-after investment, with gold prices reaching historical highs in 2025 [3] - Companies that are less well-known, but have profitable products, are using gold rewards to enhance their employer brand and attract talent [6] - The gaming industry is seeing a resurgence, with many companies capitalizing on successful products and expanding their market presence [8]
多家公司年会“壕”奖曝光:有的人均顶配iPhone,有的狂送金条
Nan Fang Du Shi Bao· 2026-02-05 06:10
Core Insights - The annual meeting season for gaming companies is marked by lavish prizes, with gold items becoming increasingly popular [1][9] - Jibite, known as the "game king" in A-share gaming companies, awarded all eligible employees an iPhone 17 Pro Max and other high-value prizes during its annual meeting [2][4] - Jibite's projected net profit for 2025 is expected to reach between 1.69 billion to 1.86 billion yuan, a year-on-year increase of 79% to 97%, driven primarily by the game "Legend of the Wand" [4] Group 1: Jibite's Annual Meeting - Jibite awarded each eligible employee an iPhone 17 Pro Max and prizes including a property worth 10 million yuan and customized gold coins [2][4] - The company has a history of rewarding its core team significantly, as seen in previous years with substantial prizes for successful game projects [4] - Despite not launching major blockbuster games recently, Jibite continues to achieve stable profits through lightweight games and a buy-and-market strategy [5] Group 2: Industry Trends - Other gaming companies, such as Lilith Games and Mihayou, also held annual meetings with high-value prizes, including customized gold bars and high-end electronics [5][7] - The trend of offering gold prizes is growing, with companies like Mupeng Technology and Tuyu Games incorporating gold items into their prize lists [9] - The competition in the gaming industry is intensifying, with rising costs for user acquisition and the need for high-quality games to attract players [5]
1月全球手游收入Top20:《王者荣耀》飙升110%,三角洲第13,原神第14
3 6 Ke· 2026-02-05 00:10
Core Insights - The global mobile game revenue rankings for January 2026 show significant fluctuations in income among top titles, with some games experiencing substantial growth while others face declines. Group 1: Top Performers - "Honor of Kings" continues to shine with in-app revenue soaring from approximately $79 million in December to $172 million in January, nearing its historical record of $184 million set in October 2021 [1] - "PUBG Mobile" saw its in-app revenue nearly double from $53 million in December to nearly $103 million in January, with about 80% of revenue coming from Chinese players [2] - "Monopoly Go" rebounded to over $120 million in January, marking a significant year-on-year increase from $104 million in January 2025 [1] Group 2: Notable Trends - "Roblox" experienced a decline in revenue from approximately $125 million in December to $107 million in January, remaining stable compared to January 2025 [2] - "Candy Crush" maintained stable performance with a slight month-on-month increase in in-app revenue for four consecutive months [3] - "Genshin Impact" achieved its best revenue since June 2025, although its monthly income remains highly unstable compared to its peak from 2020 to 2023 [5] Group 3: Emerging Titles - "Kingshot" recorded a new historical high with in-app revenue close to $72 million in January, continuing its growth trend [3] - "MapleStory: Idle RPG" has shown strong performance since its launch in November, achieving approximately $33 million in in-app revenue for two consecutive months [5] - "Gossip Harbor" set a new record by surpassing $80 million in revenue for the first time [3] Group 4: Declining Performers - "Pokémon Go" saw its in-app revenue drop to $26 million in January, the lowest since November 2017, ranking 25th [6] - "Clash Royale" experienced a sharp decline, with in-app revenue falling to $2.6 million in January, nearly half of December's figures, marking the lowest monthly record since May 2025 [6]
游戏公司年会:有人千万房产重奖爆款团队,有人赔钱仍大撒币
Nan Fang Du Shi Bao· 2026-02-04 10:59
Core Insights - The annual meeting season for gaming companies is marked by lavish rewards, with gold items becoming increasingly popular as prizes [1][40] - Jibite, known as the "game king" in A-share gaming companies, awarded all eligible employees an iPhone 17 Pro Max 1TB and other high-value prizes during its annual meeting [1][4] - The company's projected net profit for 2025 is expected to reach between 1.69 billion to 1.86 billion yuan, a year-on-year increase of 79% to 97%, driven largely by the success of the game "Legend of the Staff" [4] Group 1: Jibite's Annual Meeting - Jibite's annual meeting included prizes such as a 10 million yuan property and customized gold coins, showcasing the company's financial strength [1][4] - The company has a history of rewarding its key contributors with significant prizes, including real estate, which reflects its strategy to incentivize and retain talent [4] - Despite not launching major blockbuster games recently, Jibite continues to achieve stable profits through a mix of light games and market expansion strategies [4] Group 2: Industry Trends - Other gaming companies, such as Lilith Games and Mihayou, also hosted extravagant annual meetings with high-value prizes, including customized gold bars and high-end electronics [5][8] - The trend of offering gold items as prizes is gaining traction among various gaming companies, indicating a shift in reward strategies [40] - The competitive landscape is challenging, with rising user acquisition costs and the need for high-quality games to attract players, which may impact long-term profitability for companies relying on traditional advertising methods [4]
一张卡卖2万,这个90后的公司堪比印钞机
盐财经· 2026-02-04 10:23
Core Viewpoint - The article discusses the booming market for collectible cards, particularly focusing on the company Suplay and its brand KAKAWOW, which targets adult collectors with high-quality, limited-edition cards featuring popular IPs like Disney and Marvel [6][19]. Group 1: Company Overview - Suplay has submitted its prospectus to the Hong Kong Stock Exchange, indicating its intention to go public and highlighting the growth of the collectible card business in China [8]. - From 2023 to 2024, Suplay's revenue increased from 146 million RMB to 281 million RMB, with the first nine months of 2025 already surpassing the entire revenue of 2024, reaching 283 million RMB [8][31]. - The company has established itself as a leader in the non-battle collectible card market in China, holding a 3.2% market share and surpassing the combined GMV of its second and third competitors [32]. Group 2: Product and Market Dynamics - KAKAWOW's collectible cards are priced between 76 RMB and 6,990 RMB per box, with popular series selling well at around 599 RMB to 699 RMB [16][18]. - The rarity and quality of the cards, along with their association with globally recognized IPs, contribute to their high market value, with some cards selling for over 20,000 RMB on platforms like eBay [5][22]. - The company has successfully tapped into the adult collector market, similar to the trend seen with brands like Pop Mart, by offering high-end designs and limited releases [6][9]. Group 3: Financial Performance - In 2023, KAKAWOW sold 1.56 million cards at an average price of 31 RMB, contributing to Suplay's revenue of 146 million RMB, with collectible items accounting for 32.9% of total revenue [29]. - By the first nine months of 2025, KAKAWOW sold over 4.58 million cards at an average price of 43 RMB, generating 70% of Suplay's revenue during that period [31][32]. - The gross profit margin for KAKAWOW increased from 57.9% in 2023 to 69.5% in the first nine months of 2025, indicating strong profitability [32]. Group 4: Challenges and Market Sentiment - There is growing concern among collectors regarding the rapid depreciation of card values in the secondary market, with some cards selling for significantly less than their original prices [36][38]. - The reliance on popular IPs poses a risk, as the company must continuously secure exclusive licenses to maintain its competitive edge [45][46]. - The potential for market saturation exists, as players express fatigue over the increasing number of card series released, which may dilute the perceived value of the cards [34][36].
日经Gaming精选:为什么是现在?《原神》在日本掀起大规模线下活动的理由
日经中文网· 2026-02-04 03:24
日经Gaming . 商业视角的日本游戏媒体。日经BP旗下。 编者荐语: 日经Gaming是2025年7月创刊的"以商业视点出发的游戏媒体"。日经BP利用在经营、技术、消费、营销 各领域培养的采访力、信息发布力,从商业角度出发,发布游戏及其周边产业的最新动向、商业模式。 以下文章来源于日经Gaming ,作者品田彩华 《原神》 已经迎来上线第六年。配合新版本"月之四"的发布,原神近期在日本多地推出了 大型线下活 动"月之所在(月の在処へ)" 。 隶属中国米哈游的品牌HoYoverse,为进入上线第6年的动画风开放世界RPG《原神》举办了名为"月之 所在"的大型线下活动,以此为新版本"月之四"发布 造势。 阅读更多内容请点击下方" 阅读原文 " (本文由日经BP提供) 三处会场中,东京东急歌舞伎町塔以展览、周边售卖、集章活动与联动餐饮等多条线同时展开。活动以 游戏最新上线的重磅角色 月神"哥伦比娅" 为核心, 打造一个能在现实中体验游戏世界观的场景 。这一 系列活动的反响如何呢? ...