作为现象级派对游戏IP，《鹅鸭杀》曾风靡全球，并通过主播连麦等直播内容破圈，不仅引发社交媒体热议，用户规 模也不断攀升。今年6月，《鹅鸭杀》手游拿到国服版号，开启首轮"鸭力"测试，后于9月启动第二轮"鸭轴"测试，两 轮测试均引发全网热议，多个相关话题登陆抖音、微博、B站等平台热搜榜单。 测试阶段，通过游戏联合发行方虎牙攒局，"大司马""吕德华"等全网众多头部游戏主播参与了《鹅鸭杀》手游的测试 以及《鹅鸭杀》官方赛事综艺节目《鹅斯卡之夜》的录制，为游戏上线攒足了话题热度与用户期待。据了解，《鹅斯 卡之夜》第二季也将于1月7日游戏公测当天开播，为游戏持续造势。 公测阶段，《鹅鸭杀》手游除了延续端游经典玩法与IP世界观，还会上线国服限时独占角色"巫医"与"布谷鸟"。结 合"中式黑八"桌球的全新娱乐玩法"游艺城"也将拉开帷幕，对局趣味性与社交休闲体验会更加契合手游玩家需求。而 新手指引内容的优化也将保障新手玩家的对局环境与上手体验。 目前，《鹅鸭杀》手游在TapTap上的评分高达9.6分。临近公测，众多预约用户也愈发频繁地在小红书、微博等平台 发帖组队、拉群，寻找志同道合的"游戏搭子"，期待游戏上线。 （文章来源：2 ...

Group 1: Management Changes - Zhang Dong, a notable executive with a background in the gaming industry, has resigned as General Manager of Giant Network due to personal reasons, effective immediately [1] - Following Zhang's resignation, Liu Wei, a veteran figure in the company, has returned to take over the CEO position, having been with the company since 1992 and previously leading it through significant transitions [2] Group 2: Company Performance and Strategy - Giant Network has been focusing on expanding its gaming portfolio, particularly targeting younger players, and has successfully launched several popular games, including the hit mobile game "Supernatural Action Group," which has achieved over 1 million concurrent users [5] - The company reported a significant revenue increase, with a total revenue of 3.368 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 51.84%, and a net profit of 1.417 billion yuan, up 32.31% [6] - In the third quarter alone, revenue surged by 115.63% to 1.706 billion yuan, with net profit increasing by 81.19% to 640 million yuan, driven by a rise in game revenue [6]

Core Viewpoint - The article highlights the enduring appeal of party games as a social necessity, emphasizing the success of "Friendship Time" and its new game "Chaotic Cooking" as a key driver for stock performance and market interest [1][12]. Company Summary - "Friendship Time" (6820.HK) has seen a significant stock increase of 27.27%, reaching 1.12 HKD, marking a 100% rise this year, outperforming the Hang Seng Index [1][3]. - The launch of "Chaotic Cooking" has been pivotal, with the game achieving over 800 million pre-registrations and topping the free game charts shortly after its release [8][12]. - The game targets a younger demographic, particularly female players, with its cute characters and engaging social features, marking a strategic shift for the company [12][14]. Industry Summary - The party game sector has gained popularity, with user spending, downloads, and active users all increasing, particularly with a revenue growth of 84.4% in 2023 [13]. - "Chaotic Cooking" combines fast-paced competitive elements with slower simulation gameplay, appealing to a broad audience and enhancing social interaction among players [6][14]. - Despite the competitive landscape with established titles like "Egg Party" and "Dream Star," there remains room for new entrants like "Chaotic Cooking" to carve out market space through unique gameplay and cultural integration [14].

Core Viewpoint - The mobile game "Cooking Party" developed by Friendship Time has officially launched its public beta, generating significant interest in the capital market due to its strong user engagement and market performance [1][11]. Group 1: Game Features and Mechanics - "Cooking Party" features a unique multiplayer cooperation mode, immersive cooking experiences, and a variety of character configurations, quickly gaining attention in the gaming community [3][6]. - The game incorporates a competitive "chaotic" mode where players must quickly switch ingredients and manage cooking times, enhancing the excitement and unpredictability of gameplay [3][4]. - In addition to cooking competitions, the game introduces simulation management gameplay, allowing players to upgrade from chefs to restaurant managers, thus diversifying the gaming experience [4][6]. Group 2: Target Audience and Market Positioning - The game targets a female audience while also appealing to a broader demographic through its engaging characters and gameplay, creating a "breaking the circle" effect [6][12]. - The integration of food culture and regional culinary elements strengthens the game's cultural relevance and enhances player engagement [6][9]. Group 3: Marketing and Collaborations - On its first day of public testing, "Cooking Party" announced collaborations with popular brands and institutions, enhancing its appeal through special in-game events and unique content [7][9]. - The game plans to collaborate with over 30 food and beverage brands, creating a diverse ecosystem of activities and brand interactions [7][9]. Group 4: Performance Metrics and Future Outlook - The game has shown promising metrics, with over one million users on its first day and a high level of engagement reflected in its rankings across various platforms [1][11]. - The party game genre has seen significant growth, with a reported 84.4% increase in user spending in 2023, indicating a strong market potential for "Cooking Party" [12][11]. - The game has received a score of 8.0 on TapTap, with over 800,000 pre-registrations, validating its market potential and sustainability [12][11]. Group 5: Technological Innovations - The game utilizes AI to enhance player experience by optimizing level interactions and providing feedback for game balance, showcasing the company's commitment to technological advancement [14][16]. - Future updates will include new seasons, user-generated content, and continuous iteration based on player feedback, ensuring the game remains fresh and engaging [14][16].