同期，Switch 2的软件销量达到2062万套，其中，《马力欧卡丁车：世界》已售出957万份，《咚奇刚 蕉力全开》销量349万份。 图片来源：任天堂官方网站 任天堂近日公布的2025-26财年（自然年第三季度）最新财报显示，截至2025年9月30日，两个财季总收 入达10995亿日元，同比增长110%；营业利润达1451亿日元，同比增长19.5%。其中，第二财季营收 5272亿日元，经营利润882.5亿日元。分地区看，日本与北美地区贡献了超过60%的销售收入，亚太在 内的其他地区收入占比为14.8%。 其业绩的显著增长主要得益于Switch游戏机及其软件的强劲市场表现。 最新的财报显示，截至2025年9月30日，Switch 2游戏机全球累计销量已达1036万台。初代Switch的全球 总销量则攀升至1.54亿台，作为史上最畅销游戏机之一的地位越发巩固。与此同时，Switch的全球软件 总销量达14.5亿份。 8月1日，任天堂宣布，自8月3日起，美国地区Switch系列主机及产品的定价将根据市场状况进行调整， 包括Switch主机、Switch OLED机型、Switch Lite以及部分Switch配件。 ...

Core Viewpoint - The Nintendo Switch 2 is being sold in mainland China through Hong Kong imports, despite not being officially released in the region, leading to higher prices compared to Hong Kong and Japan [1][2]. Group 1: Market Dynamics - Chinese e-commerce platforms like JD.com and Taobao are selling the Hong Kong version of the Switch 2, with prices generally above 4000 RMB, which is higher than the expected retail price of 6,9980 JPY (approximately 3462 RMB) in Japan [1]. - The Switch 2 is claimed to be "officially authorized first batch supply" by JD.com, indicating a potential gray market operation [1]. - Analysts suggest that there is still growth potential for gaming consoles in mainland China, despite a limited number of gaming enthusiasts [2]. Group 2: Regulatory Environment - The sale of gaming software in mainland China is subject to strict content review regulations, which may impact the availability of the Switch 2 and its games [2]. - The absence of a domestic version of the Switch for an extended period could lead to an increase in cheap piracy [2]. Group 3: Competitive Landscape - Tencent Holdings previously sold the first-generation Switch in mainland China and has heavily invested in mobile gaming, which remains the mainstream gaming format in the region [2]. - There has been no direct response from Tencent regarding their involvement in the sale of the Hong Kong version of the Switch 2 in mainland China [2].

Group 1 - Nintendo's upcoming Switch 2 console is experiencing unprecedented demand in the Japanese market, with a lottery pre-sale mechanism introduced to prioritize original Switch high-frequency players and online subscription service users [1] - The lottery pre-sale received 2.2 million applications, significantly exceeding expectations, leading to an apology from Nintendo's president for the large number of applicants who could not secure a purchase [1] - The Switch 2 is priced at $450 in the U.S. and 49,980 yen (approximately $350) in Japan, which is nearly 25% cheaper than the international version, effectively stimulating local demand [1] Group 2 - Nintendo's stock price surged by 5.5% in Tokyo, marking the largest intraday gain in two weeks [1] - Japan accounts for one-third of the global Switch install base, suggesting that global pre-orders could reach 6.6 million units [1] - Analysts predict that Nintendo could produce between 6 million to 8 million units of the new console before its official release on June 5 [1] Group 3 - Nintendo is taking various measures to enhance production capacity, impacted by trade policies that previously imposed a 46% tariff on one-third of the new units assembled in Vietnam, which has now been reduced to 10% for a 90-day grace period [2] - The company announced a price increase for Switch 2 accessories in the U.S. market and indicated potential future price adjustments for other products [2]