生活模拟赛道
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11月份游戏版号发放量创今年新高,游戏板块新品周期开启,聚焦游戏ETF(159869)布局机会
Mei Ri Jing Ji Xin Wen· 2025-12-03 02:59
每日经济新闻 11月游戏版号发放量创新高,涵盖多类型产品与知名厂商。年初至今国产游戏合计通过审批1532 款,11月份游戏版号发放量创今年新高,通过审批178款,包括B站《闪耀吧!噜咪》、完美世界《梦 幻新诛仙:轻享》、雷霆《再世仙途》、四三九九《造梦西游之黎尤浩劫篇》、恺英网络《冰雪王 者》、星辉《神荒太墟》、冰川网络《小小护卫队》、西山居《星砂岛》等;年初至今进口游戏合计通 过审批93款,11月份通过审批6款,其中包括了成都牧雅辰科技《韵律源点》、西安西品网络《百战天 虫》等。 11月份游戏版号中,以下作品受到市场关注:《星砂岛》主打海岛题材,生活模拟赛道竞争将会较 为激烈。《星砂岛》出自金山与西山居投资的SEED LAB工作室,是一款以亚热带岛屿为背景的乡村生 活模拟游戏,内容包括钓鱼、畜牧养殖、遗迹探索、宠物等。游戏此前曾先后亮相XBOX科隆发布会与 东京电玩展发布会,并在Steam上发布过Demo版本,截至11月13日,愿望单数量已突破40万。万联证券 认为在2026年生活模拟赛道竞争将会较为激烈,大型游戏厂商纷纷布局,例如米哈游《星布谷地》、腾 讯《粒粒小人国》、网易《星绘友晴天》等,《星砂岛》能 ...
传媒行业快评报告:11月游戏版号过审184款,西山居《星砂岛》布局生活模拟赛道
Wanlian Securities· 2025-11-28 08:11
Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected relative increase of over 10% in the industry index compared to the broader market within the next six months [4][7]. Core Insights - The number of game approvals in November reached a record high, with 178 domestic games and 6 imported games approved, contributing to a total of 1,532 domestic games approved year-to-date [2][3]. - The game "Star Sand Island," developed by SEED LAB, is positioned in the life simulation genre and has garnered significant market attention, with over 400,000 wish list entries on Steam as of November 13 [2]. - The competitive landscape for life simulation games is expected to intensify in 2026, with major developers like miHoYo and Tencent entering the market, making differentiation crucial for success [2]. Summary by Sections Game Approval Statistics - In November, 178 domestic games and 6 imported games received approval, marking a significant increase in the approval rate [2]. - Year-to-date, 1,532 domestic games and 93 imported games have been approved [2]. Market Trends - The approval of diverse game types indicates a stable trend in the normalization of game approvals, contributing to the ongoing recovery of the industry [3]. - The report highlights the importance of product reserves, R&D capabilities, and diverse thematic layouts for leading companies in the industry [3]. Competitive Landscape - "Star Sand Island" is highlighted as a key title in the life simulation genre, with its success dependent on differentiation and leveraging multi-platform advantages [2]. - The report anticipates a competitive environment with several major players entering the life simulation market, emphasizing the need for unique offerings [2].