Core Insights - The mobile esports industry in China is experiencing rapid growth, with the market size reaching 124.3 billion yuan in 2023 and projected to grow to approximately 139.9 billion yuan in 2024, driven by the proliferation of smartphones, advancements in mobile networks, and increasing demand for esports entertainment [1][10]. Industry Definition and Classification - Mobile esports refers to electronic sports activities conducted via mobile devices such as smartphones and tablets, characterized by low entry barriers, a large user base, and adaptability to fast-paced lifestyles [2]. Industry Chain Analysis - The mobile esports industry chain encompasses hardware, content, events, and commercialization, with upstream activities including game development and hardware supply, midstream activities involving game developers and event operators, and downstream activities focusing on user consumption and ancillary services [4]. Development History - The mobile esports industry in China has evolved significantly since its inception around 2015, marked by the rise of popular games like "Honor of Kings," leading to explosive market growth and increasing international influence [6]. Current Development Status - As of 2024, the number of esports users in China is expected to reach 490 million, a year-on-year growth of 0.42%, with a diverse range of game types catering to various user preferences [8]. Key Companies Analysis - Tencent is the industry leader with popular IPs like "Honor of Kings" and "Peacekeeper Elite," establishing a comprehensive esports ecosystem [14][15]. - NetEase, known for games like "Knives Out," emphasizes innovation and quality in esports content and event operations [18]. - Other notable companies include Perfect World, which focuses on international esports, and companies like Lilith Games and Zhongjiu Mobile, which leverage diverse game strategies to capture market share [14][15]. Future Development Trends - The mobile esports industry is moving towards a more diversified event system, incorporating various formats and combining online and offline elements to enhance audience engagement [20]. - Professionalization is increasing, with standardized roles for players, coaches, and referees, alongside the emergence of esports education to cultivate talent [21]. - The industry is also integrating with other sectors, such as tourism and cultural industries, creating new business models and enhancing the overall value of esports [22].

工程已经延迟了大半年，中间有几个月的时间不允许施工。应书岭感到焦虑。这位 80 后企业家是英 雄游戏、英雄体育 VSPO 两家公司的董事长。英雄体育占据中国电竞市场超 7 成份额，但在地产行 业，应书岭是个新人。这是他第三次从零开始做一件事。 他等了三年，才抓住机会，按自己的想法在上海市中心打造一个地标性建筑。他想在那里办更大规 模的电竞比赛，用一处开阔空间承接瞬发的人流。 2021 年初，应书岭打电话给他心目中的项目联合创始人人选，比他小十二岁的真格基金投资人关山 行："兄弟，我最近拿了一栋楼。咱们琢磨琢磨干点啥。" "全世界那么多体育活动，去看世界杯的用户体验像过节一样，你飞去那个城市看三五场比赛，它是 一个目的地消费。我希望电竞比赛也能变成那样的体验。" 他说。 开发一处商业地产不能只靠电竞比赛。不办比赛的间歇里，需要填充别的业态来挣钱。他们最终琢 磨出的方案，多少违背了行业的传统做法。 现在人们看到，这是一栋位于上海黄浦区核心地段的综合体，包含了 B 级电竞场馆、七家夜店、 live house、 喜剧剧场和一些餐厅酒吧。整幢楼摒弃了零售空间，只有娱乐和餐饮业态。 应书岭和他的 INS 新乐园。 文丨 ...