NO.2 鹰角《明日方舟：终末地》将启动新一轮测试 NO.1卡普空《怪物猎人物语3：命运双龙》开启预购 11月2日，卡普空宣布旗下"怪物猎人"IP（具有商业价值的创意内容或品牌）新作《怪物猎人物语3：命 运双龙》正式开启预购，游戏将于2026年3月13日发售，登录索尼PlayStation 5、微软Xbox Series X|S、 任天堂Switch 2及PC平台，支持简体中文。目前，本作在Steam国区标准版价格为298元，豪华版价格为 388元，高级豪华版价格为428元。据官方介绍，这是一款能让玩家化身为与怪物建立牵绊、培育怪物、 与怪物共存的"骑士"，体验《怪物猎人》世界的角色扮演游戏。 点评：卡普空宣布《怪物猎人物语3》定档2026年3月，并确认登录Switch 2等全平台，彰显其对"怪物猎 人"IP长线运营的强大信心。此次跨平台发售策略旨在最大化用户覆盖，其相对高昂的定价也反映了公 司对IP价值的深度挖掘。对游戏行业而言，顶级IP新作的全平台布局或成为行业标杆，推动精品内容的 多平台发行趋势。 10月31日，腾讯北极光工作室旗下女性向恋爱手游《光与夜之恋》鸿蒙版正式上线，支持HarmonyOS 5 ...

Core Insights - The classic game IP "Angry Birds" has made a return to the Chinese market after nearly four years, being pre-installed on Xiaomi's new smartphone models 17 Pro and 17 Pro Max [1][3] - The return is facilitated by a collaboration between Kingsoft, SEGA, and Rovio, marking a significant step in promoting "Angry Birds" in mainland China [3] Group 1 - "Angry Birds" was developed and published by Rovio, gaining global popularity since its launch in 2009, with over 5 billion downloads by 2022, establishing it as a highly influential game IP [3] - The IP has expanded its content offerings beyond games, including animated series and feature films, creating a diversified content matrix [3] Group 2 - Kingsoft, as the authorized distributor for "Angry Birds" in mainland China, has extensive experience in game publishing and operations, having successfully launched popular titles such as "Bubble Pop" and "Goose Goose Duck" [3]

Core Viewpoint - The gaming sector is experiencing a rebound, with Giant Network's stock hitting a new high for the year, driven by strong financial performance and the launch of new games [2][4]. Financial Performance - In the first half of the year, Giant Network achieved revenue of 1.662 billion yuan, a year-on-year increase of 16.47%, and a net profit of 777 million yuan, up 8.27% [4]. - The company plans to distribute a cash dividend of 1.50 yuan per 10 shares to all shareholders [2]. - The flagship mobile game "Original Journey" added over 20 million new users in the first half of the year, with a monthly revenue stabilizing at 100 million yuan [4]. New Game Launches - Giant Network's new game "Supernatural Action Group" launched on January 23, 2025, and has quickly gained market recognition, with a monthly revenue of approximately 49.98 million yuan in June, a 141% increase [7]. - The upcoming game "Moonlight Night CCG" will begin limited testing on September 4, 2023, featuring a 1v1 card battle mode [8]. Strategic Development - The company is focusing on developing mini-games based on existing IPs to leverage user growth and revenue expansion [5]. - Analysts suggest that the transition of traditional games to mini-game platforms can enhance user engagement and maintain the relevance of classic IPs [6]. Market Positioning - Giant Network is positioning itself to create new core IPs while continuing to leverage its existing successful franchises [8]. - The company aims to avoid relying solely on nostalgia and instead focus on innovative content that appeals to both new and existing players [9].

Core Viewpoint - The company Zhongxu Future (09890) announced the operation and release of a new mobile game titled "New Moon Continent," based on the classic game IP "Miracle MU" [1] Group 1: Game Development and Strategy - "New Moon Continent" is a new mobile game developed from the classic IP "Miracle MU," which was launched in 2002 by the South Korean company Webzen and has gained global popularity [1] - The "Miracle MU" IP has evolved beyond a single game, becoming a super IP that carries deep emotional connections for players and holds significant commercial potential [1] - The new game design does not merely replicate traditional gameplay but retains classic elements of the "Miracle MU" IP while introducing a unique "box-opening" gameplay mechanic as a core driving element [1] Group 2: Market Positioning and Future Outlook - The launch of "New Moon Continent" highlights the company's strategic commitment to high-quality game publishing and its proactive approach to globalizing its IP products [1] - The "Miracle MU" IP is a crucial part of the company's classic IP product strategy, indicating a focus on expanding its portfolio and enhancing its market presence [1]

Core Viewpoint - Zhongxu Future (09890) announced the operation and release of a new mobile game "New Moon Continent" based on the classic game IP "Miracle MU" [1] Group 1: Game Development and Strategy - "New Moon Continent" is a new mobile game developed from the classic IP "Miracle MU," which was launched in 2002 by Korean company Webzen and has gained global popularity [1] - The "Miracle MU" IP has evolved beyond a single game, becoming a super IP with deep emotional connections among players and significant commercial potential [1] - The new game features a unique "open-box-like" gameplay mechanic, retaining classic Western fantasy elements of "Miracle MU" while offering a fresh gaming experience [1] Group 2: Market Positioning and Future Outlook - The launch of "New Moon Continent" highlights the company's commitment to high-quality game publishing and its strategic focus on the global distribution and operation of IP products [1] - The continuous innovation of the "Miracle MU" IP, extending from PC games to web games and mobile games, has resulted in multiple successful derivative products in the market [1]