游戏商业化

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哔哩哔哩-W涨超9% 近期新游表现亮眼 公司商业化价值有望逐步释放
Zhi Tong Cai Jing· 2025-10-21 02:45
哔哩哔哩-W(09626)涨超9%,截至发稿,涨9.36%,报229港元,成交额9.26亿港元。 招商证券指出,公司广告及游戏业务维持亮眼表现,新游储备丰富,商业化价值逐步释放。三季度预期 公司实现收入76亿元,同比增长4%;预期实现经调整归母净利润6.5亿元,同比增长175%,环比增长 16%。该行看好公司商业化加速及经营杠杆释放带来的盈利能力提升。 消息面上,由碳酸小队(Team Soda)开发,bilibili发行的鸭子题材PvE俯视角撤离射击游戏《逃离鸭科 夫》自10月16日发售以来,销量已经突破50万份。此外,代理二次元卡牌RPG游戏《嘟嘟脸恶作剧》国 际服于10月9日上线,上线次日登顶中国港澳台及日本iOS游戏免费榜。另值得关注的是,其三国题材 休闲非对称竞技卡牌新游戏《三国:百将牌》,定档10月开启测试。 ...
昔日顶流《原神》遇瓶颈,推付费UGC新玩法突围?
3 6 Ke· 2025-08-07 23:35
Core Insights - Genshin Impact is undergoing significant changes in its commercialization strategy, including the development of a new UGC gameplay mode called "Qianxing Qiyu" [1][4][19] - The game has reached a critical point in its lifecycle, having been active for nearly five years, and is facing challenges related to long-term player engagement and monetization [1][19] - Recent updates and new gameplay features have sparked mixed reactions from players, highlighting a growing tension between monetization efforts and player experience [10][19] Group 1: Commercialization and Gameplay Changes - The upcoming "Kongyue Zhi Ge" version is a signal of Genshin Impact's shift in gameplay planning, featuring a complex narrative involving multiple factions [5][19] - The new UGC mode "Qianxing Qiyu" is being developed by miHoYo's Singapore team and is expected to introduce independent gameplay mechanics and monetization opportunities [7][9] - The introduction of new gameplay features, such as the card battle mode "Qisheng Zhaohuan," has received a lukewarm response, indicating potential misalignment with player expectations [10][11] Group 2: Player Reactions and Challenges - Players have expressed dissatisfaction with the high requirements for character diversity in new gameplay modes, which they feel pressures them to spend more money [12][14] - The ongoing tension between monetization strategies and player enjoyment has led to a decline in player engagement and trust [17][19] - The company faces the challenge of balancing commercial goals with maintaining a positive player experience, as evidenced by the backlash against certain gameplay mechanics [19] Group 3: Future Developments and New Projects - miHoYo is diversifying its portfolio by developing new games, including "Xingbugudi" and "Honkai: Twine Anima," to explore new growth opportunities [18][19] - The return of "Genshin's father," Cai Haoyu, to miHoYo has generated interest in the potential for innovative game development [18][19] - The company is at a crossroads, needing to find a new balance between its established IP and new ventures to ensure sustainable growth [19]
腾讯打击《三角洲行动》外挂;《冒险岛2》全球停服丨游戏早参
Mei Ri Jing Ji Xin Wen· 2025-05-28 22:59
Group 1 - Tencent's game "Delta Action" has banned over 116,000 cheating accounts in one week, showcasing its commitment to anti-cheat technology upgrades [1] - The bans include ten-year suspensions and leaderboard data resets for the involved accounts, indicating a strict approach to combating cheating [1] - Effective management of cheats is expected to extend the retention period of active users, indirectly supporting revenue stability [1] Group 2 - Nexon announced the global shutdown of "MapleStory 2," marking the end of a game that operated for nearly a decade [2] - The company's core revenue still relies on classic titles like "MapleStory" and "Dungeon & Fighter," raising concerns about Nexon's ability to modernize its classic IPs following the failure of "MapleStory 2" [2] - This event may heighten market caution regarding Nexon's innovation capabilities, as recent attempts to modernize older games have yielded mixed results [2] Group 3 - From Software released a promotional video for the Chinese version of "Elden Ring: Night's Call," confirming its launch on major platforms on May 30 [3] - The release is considered a key event in the gaming industry for 2025, with implications for sales and the expansion of the commercial boundaries of high-difficulty action games [3] - The multiplayer aspect is expected to attract new users and foster a vibrant community, potentially boosting the stock prices of Bandai and Kadokawa, and may lead to more derivative content like esports and animations [3]