2月2日消息，巨人网络(002558)宣布旗下《超自然行动组》日活跃用户(DAU)突破 1000 万。市场数据显 示，在用户规模持续增长的同时，该产品收入表现稳健，长期稳居 iOS 游戏畅销榜前列，展现出强劲 的商业化能力，并已具备长线运营的基础。 作为国内摸金搜打撤玩法的开创者，《超自然行动组》从立项到上线仅用较短周期完成产品验证。公开 信息显示，该项目在相对克制的投入条件下完成了核心玩法与系统搭建，并在上线后迅速跑通留存与增 长模型。《超自然行动组》以显著低于行业惯性的投入跑通大 DAU 模型，使其不仅成为一款现象级产 品，也被视为近年来少见的高 ROI 样本，引发了行业与资本市场对"非工业化增长路径"的重新讨论。 从行业视角看，《超自然行动组》的增长并非建立在短期爆发或单点营销之上。过去一年中，"搜打 撤"相关玩法持续升温，多家头部厂商与成熟产品相继尝试跟进与验证，产品密集入场，但《超自然行 动组》的用户规模稳步抬升，显示其增长并非依赖风口红利，而是在用户心智与玩法深度层面建立了真 实壁垒。 在技术层面，《超自然行动组》同样走在行业前沿。其"AI 假人"玩法将大模型能力直接引入核心对局 结构，让 AI ...

智通财经APP获悉，2月2日消息，巨人网络(002558.SZ)旗下《超自然行动组》日活跃用户(DAU)正式突破 1000 万，成为当前 A 股市场唯一拥有单款日活过 千万产品的游戏公司。在中国游戏行业整体进入存量竞争的背景下，一款新产品能够在上线一年内持续拉升用户规模，并长期占据畅销榜，属极为罕见的现 象。 市场数据显示，在用户规模持续增长的同时，该产品收入表现稳健，长期稳居 iOS 游戏畅销榜前列，显示出强劲的商业化能力。这一成绩不仅刷新了市场 对新游戏成长速度的认知，也为近年来备受关注的"摸金搜打撤"玩法赛道，提供了一个清晰、可验证的成功范本。 作为国内摸金搜打撤玩法的开创者，《超自然行动组》从立项到上线仅用较短周期完成产品验证。公开信息显示，该项目在相对克制的投入条件下完成了核 心玩法与系统搭建，并在上线后迅速跑通留存与增长模型。《超自然行动组》以显著低于行业惯性的投入跑通大 DAU 模型，使其不仅成为一款现象级产 品，也被视为近年来少见的高 ROI 样本，引发了行业与资本市场对"非工业化增长路径"的重新讨论。 从行业视角看，《超自然行动组》的增长并非建立在短期爆发或单点营销之上。过去一年中，"搜打撤 ...

Core Insights - Giant Network's product "Supernatural Action Group" has surpassed 10 million daily active users (DAU), making it the only game company in the A-share market with a single product achieving this milestone [1] - The game has shown strong revenue growth while maintaining a leading position in the iOS game sales rankings, recently reaching the 4th position, indicating robust commercialization capabilities [3] Company Performance - "Supernatural Action Group" has achieved significant user growth and revenue increase, reflecting a strong commercial performance and setting a new benchmark for new game growth expectations [3] - The game has successfully implemented a low-investment model to achieve high DAU, breaking away from traditional high-investment growth strategies [7][8] Industry Context - The game's user growth is not reliant on short-term spikes or single marketing events, but rather on deep gameplay, user engagement, and long-term content supply capabilities [8] - The competitive landscape has intensified with multiple leading companies entering the "search and attack" gameplay segment, yet "Supernatural Action Group" has maintained steady user growth [8] Content and Community Engagement - Continuous and predictable content updates have been crucial for sustaining the game's active user base, with the introduction of a global brand ambassador and community engagement on platforms like Douyin and Xiaohongshu [9] - The game design incorporates frequent gameplay and system iterations, enhancing player experience and retention [9] Technological Innovation - "Supernatural Action Group" is the first domestic game to integrate large model capabilities into its core gameplay, collaborating with major cloud platforms for system testing [10] Strategic Positioning - The emergence of a product with over 10 million DAU reinforces Giant Network's leading position in the A-share gaming sector, with further growth potential anticipated [11] - The game’s growth is attributed to systematic capabilities in gameplay innovation and community engagement rather than reliance on single variables, allowing it to maintain a clear market distinction [11]

Market Strategy - The market experienced a volume contraction rebound, with the electric grid equipment sector showing strength [6][7] - The overall market saw a slight increase, with the Wind All A Index rising by 0.41% to 6798.66 points, while the Shanghai Composite Index increased by 0.29% to 4114 points [6][7] - The electric grid equipment sector is expected to continue its upward trend, supported by a projected fixed asset investment of 4 trillion yuan by the State Grid Corporation during the 14th Five-Year Plan, representing a 40% increase from the previous plan [7][8] Economic Indicators - In 2025, China's total retail sales of consumer goods reached 501.202 billion yuan, a year-on-year increase of 3.7% [14] - Fixed asset investment in China decreased by 3.8% year-on-year in 2025, totaling 485.186 billion yuan [16] - The GDP growth for the fourth quarter of 2025 was reported at 4.5% year-on-year, with an annual GDP of 14,018.79 billion yuan, reflecting a 5.0% increase [18] Industry Dynamics - In 2025, the national pig slaughter volume reached 720 million heads, with a total pork production of 5.938 million tons, marking a 4.1% increase [31] - The milk production in China for 2025 was 4.091 million tons, showing a slight growth of 0.3% compared to the previous year [33] - The commercial housing loan down payment ratio has been adjusted to a minimum of 30% [36] Company Updates - Victory Technology announced an expected net profit of 4.16 billion to 4.56 billion yuan for 2025, with a fourth-quarter net profit median of 1.115 billion yuan, reflecting a year-on-year growth of 186.03% [38] - XGIMI Technology disclosed a development notification from a well-known domestic automotive manufacturer, indicating its subsidiary will supply in-car projection products [41] - OCO Group projected a net profit of 96 million to 110 million yuan for 2025, representing a year-on-year increase of 67.53% to 91.96% [46]

Core Insights - Giant Network has integrated AI large model capabilities into its popular mobile game "Supernatural Action Group," marking a significant advancement in gameplay by allowing AI-driven NPCs to interact with players in real-time [1][3][6] Group 1: AI Integration in Gaming - The new "AI Large Model Challenge" feature allows AI-driven NPCs to act as real opponents, engaging in voice communication and mimicking human player behavior, enhancing the gaming experience [3][4] - Over 25 million matches have involved AI participation, making it one of the most discussed new features among players [3][4] - This implementation is seen as a landmark case in the industry, being the first to fully embed AI capabilities into a high DAU product [3][6] Group 2: Gameplay Dynamics - Unlike traditional scripted NPCs, the AI NPCs in "Supernatural Action Group" possess advanced decision-making abilities, creating a more unpredictable and engaging gameplay experience [4][6] - The AI NPCs utilize technologies such as ASR, LLM, and TTS to understand player semantics and generate strategies based on real-time game conditions [4][6] - The introduction of AI has sparked significant player engagement on social media, with discussions around the AI's ability to blend in with human players [4][6] Group 3: Industry Implications - The successful integration of AI into core gameplay represents a shift in the gaming industry, moving from AI as a tool to AI as a driver of gameplay and content [6][7] - Giant Network has previously explored AI in social deduction games, accumulating valuable experience that contributed to the current implementation [7] - The company is committed to further exploring scalable and sustainable innovations in AI-driven gameplay, indicating a long-term vision for AI in gaming [7]