Group 1 - The short drama game concept declined by 1.67%, ranking among the top declines in the concept sector, with companies like Yuanlong Yatu, Chuanwang Media, and Yue Media experiencing significant drops [1][2] - Among the short drama game concept stocks, 8 stocks saw price increases, with Yanshan Technology, Feike Electric, and Perfect World leading the gains at 7.49%, 0.63%, and 0.52% respectively [1][4] - The short drama game concept experienced a net outflow of 1.695 billion yuan in main funds, with 45 stocks seeing net outflows, and 5 stocks exceeding 100 million yuan in outflows, led by Yuanlong Yatu with a net outflow of 437 million yuan [2][3] Group 2 - The top gainers in the concept sector included brain-computer interface at 6.63%, combustible ice at 3.34%, and shale gas at 2.48%, while the short drama game concept was among the top decliners [2] - The main funds saw inflows into stocks like Yanshan Technology, Perfect World, and Mango Super Media, with net inflows of 380 million yuan, 33.44 million yuan, and 14.70 million yuan respectively [2][4] - The short drama game concept's outflow list included Yuanlong Yatu, with a decline of 8.32% and a turnover rate of 41.62%, followed by other companies like Zhongwen Online and Yaowang Technology [3][4]

Group 1 - The gaming sector is experiencing volatility, with the gaming ETF (159869) dropping nearly 3% as of June 17, despite a significant rebound of 16.22% since May 16 [1] - New game releases are performing well, with titles like "暴吵萌厨" and "伊瑟" achieving top rankings in iOS game charts, indicating strong market interest and potential revenue growth for related companies [1] - Century Huatong's new 4X strategy game "Kingshot" has seen its revenue double month-over-month, reaching over $75 million in cumulative revenue within three months of launch, showcasing the potential for substantial earnings in the gaming industry [1] Group 2 - Zhejiang Province has introduced measures to support the international expansion of the gaming industry, proposing 20 specific initiatives aimed at enhancing global competitiveness and promoting cultural exchange [2] - The comprehensive support for the gaming sector from the government is expected to drive overall industry growth, with an upward product cycle and ongoing AI integration further enhancing performance [2]

Group 1 - The gaming sector experienced a volatile pullback on June 17, with the gaming ETF (159869) declining nearly 2%. Most holdings fell, while a few, including Fuchun Co., Perfect World, Mingchen Health, and 37 Interactive Entertainment, saw gains [1] - The gaming industry remains highly prosperous, with user sentiment and consumption demand resonating with game supply. According to Gamma Data, the Chinese gaming market size reached 85.704 billion yuan in Q1 2025, a year-on-year increase of 17.99%. In April 2025, the market size was 27.351 billion yuan, reflecting a year-on-year growth of 21.93% and a month-on-month increase of 2.47% [1] - The trend of "self-consumption" is driving demand for gaming experiences that provide stimulation, fun, and a sense of achievement, particularly boosting the demand for genres like ACG (Anime, Comic, Game), party games, and female-oriented games. In 2024, a total of 1,416 game licenses were issued, a 32% year-on-year increase, with an average of 118 licenses issued monthly [1] Group 2 - According to招商证券, the gaming sector's valuation is expected to recover. The firm remains optimistic about the media and gaming sectors, citing that these are among the best emerging consumer sectors. The valuation of gaming and media remains low compared to other emerging consumer sectors, with recent significant gains in Hong Kong media companies possibly indicating the beginning of valuation recovery [2] - The initial rebound of overseas AI applications is seen as a reflection of a similar trend expected in the domestic market. The most undervalued aspect of gaming and media is the beginning of cultural export overseas, supported by favorable policies [2]

Core Viewpoint - The success of "Dune: Awakening" is attributed to its strong IP backing and innovative gameplay design, which combines elements of SOC, MMO, and CRPG, allowing it to stand out in a competitive market [1][30]. Group 1: Game Performance - "Dune: Awakening" has achieved significant sales, ranking second globally on Steam, with a peak online player count of 140,000 [3][30]. - The game has received positive feedback from fans of the "Dune" franchise, indicating a successful adaptation of the IP [5][6]. Group 2: Game Design and Features - The game incorporates a rich world-building experience, allowing players to customize their characters' backgrounds, which influences gameplay [8][10]. - It features a blend of survival mechanics and RPG elements, enhancing the overall player experience and engagement [10][18]. - The game includes a unique tension-building mechanic with giant sandworms, adding to the immersive atmosphere [11][13]. Group 3: Company Background and Development - Funcom, the developer of "Dune: Awakening," has a tumultuous history, including multiple rounds of layoffs and project failures before finding success with this title [17][25]. - The company underwent significant changes under CEO Rui Casais, focusing on improving operational efficiency and game development processes [27][30]. - Tencent's investment in Funcom, acquiring a 29% stake and later full ownership, provided the necessary financial support for the development of "Dune: Awakening" [30][31]. Group 4: Industry Context - The competitive landscape for SOC games is intensifying, with successful titles needing to offer unique gameplay experiences to attract players [33]. - Tencent's strategic investments in various gaming studios have resulted in a growing portfolio of successful titles across different genres, indicating a strong presence in the global gaming market [30][33].

每经记者｜李宇彤 每经实习编辑｜余婷婷 ｜2025年6月17日 星期二｜ NO.1 柠檬微趣《Gossip Harbor》夺得5月出海手游榜第二 6月16日，韩国Nexon公司旗下休闲类赛车竞速游戏《跑跑卡丁车》的续作《跑跑卡丁车：漂移》发布 停运公告。该游戏于2023年1月上线，运营不到两年半。游戏总监赵在允表示："Nexon和Nitro Studio长 期以来一直在为跑跑卡丁车IP（知识产权）的永续性和未来寻找新方向，长远来看我们认为很难提供能 让赛车手们满意的服务，因此决定结束《跑跑卡丁车：漂移》的游戏服务。" 点评：《跑跑卡丁车：漂移》运营不足两年半便停运，反映出游戏产品生命周期管理的重要性。此事件 或引发市场对同类竞速游戏项目运营策略的关注，投资者可能更谨慎评估休闲游戏公司新产品的长期运 营能力，对休闲游戏板块的估值逻辑带来一定影响。 NO.3 网易《逆水寒》上线休闲竞技玩法"逆水侠棋" 6月15日，网易《逆水寒》宣布将带来休闲竞技新玩法"逆水侠棋"。"逆水侠棋"是将经典自走棋规则与 逆水寒世界观深度融合的新玩法，从玩法上来看和腾讯自走棋游戏《金铲铲之战》相似。据官方介 绍，"逆水侠棋"将在6月27 ...

5 月底部 call 游戏，当前持续重点推荐 20250616 摘要 A 股游戏公司估值偏低，二线公司估值约为 15-18 倍，低于港股同类型 公司 30 倍的估值水平，存在估值提升空间。行业竞争格局趋缓，为二 线公司提供了充足的市场空间。 中小体量游戏产品表现超预期，如巨人的《超自然行动组》和吉比特的 《M88》，在当前竞争环境下盈利能力显著提升，对公司报表产生积极 影响。 2025 年游戏行业买量格局稳定，各公司销售费用率同比下降，宣发策 略多样化，通过直播、KOL 和社区营销等方式降低成本，提高 ROI。 游戏行业供给侧放松，版号数量增加，需求端回暖，4 月份单月游戏行 业增速达到 22%，显示出行业增长潜力。 大厂未来几年大单品数量减少，重心放在老游戏运营上，这为中小公司 在细分赛道深耕提供了机会。 游戏行业满足新消费的定义，具有即时情绪释放、社交属性、高频互动 和高景气度等特点，估值相对较低，更容易被资金青睐。 地方政府出台鼓励游戏发展的政策，整体政策环境回暖，版号数量增加， 为行业发展提供支持。推荐关注巨人网络、金山软件和吉比特等公司。 Q&A 今年游戏行业的整体表现如何？ 今年游戏行业表现出显著 ...

SEOUL, South Korea, June 16, 2025 (GLOBE NEWSWIRE) -- DoubleDown Interactive Co., Ltd. (NASDAQ: DDI) (“DoubleDown” or the “Company”), a leading developer and publisher of digital games on mobile and web-based platforms, announced today a $10,000 donation to the ASPCA® (The American Society for the Prevention of Cruelty to Animals®) in support of its mission to provide effective means for the prevention of cruelty to dogs, cats, equines, and farm animals throughout the United States. DoubleDown Casino, play ...

智通财经APP获悉，Sensor Tower商店情报平台最新数据显示，柠檬微趣旗下以剧情为驱动的女性向合成手游《Gossip Harbor》(中文名《浪漫餐厅》)展现 出强劲的增长势头。5月，随着全新剧情的上线，以及"The Lost City of Heron Keys"、"Joyful Moments"等限时活动的推出，游戏海外收入环比增长8%，同 比大涨254%，首次攀升至出海手游收入榜第2名，进一步稳固其在合成手游赛道的冠军地位，表现出极高的用户留存能力和持续增长动能。 | | | 手游及发行商 | | | --- | --- | --- | --- | | 1 | Whiteout Survival | 16 | Archero 2 | | | 点点互动 | | 海彼 | | 2 | Gossip Harbor: Merge & Story | | Last Z: Survival Shooter | | | 柠檬微趣 | 17 | Florere Game | | 3 | PUBG MOBILE 腾讯 | 18 | 万国觉醒 莉莉丝游戏 | | 4 | 使命召唤手游 | | 荒野行动 | | | ...

Group 1 - Lilith Games' self-developed shooting game "Far Light 84" is scheduled for a July test, which will be available on both PC and mobile platforms, potentially attracting market attention towards the "gaming + AI + esports" concept [1] - NetEase's turn-based pet-catching mobile game "Spirit Beast Adventure" will begin testing on June 19, featuring a unique blend of "vertical screen + pet-catching + home management" gameplay, targeting casual players and aiming for rapid annual revenue growth if a stable user base is formed [2] - Sunborn Network's "Girls' Frontline" issued an apology for server issues experienced after its June 12 launch, attributing the problems to an underestimation of server capacity, which may weaken market confidence in its future products [3]

最近的话二次元手游市场掀起了一股"X环"命名的热潮，是出现了一大批还没上线是异环，火环，虚环，归环的"X环"游戏，在讨论这些游戏的命名原理之 前，二游的游戏命名其实挺有意思的。 以前的国产二游就是战舰少女，少女前线，少女咖啡枪，非常明确的美少女主题潮流，还有各种"xx学园"的日系风格，而近几年的深空之眼，白夜极光，尘 白禁区，白荆回廊，望月，不能说没有主题，但后续游戏文案基本都要求一些世界观塑造，比如金币，钻石，点券，大家基本都发明了各自一套专有名词， 导致游戏命名也都有点花里胡哨。 在二次元游戏圈，"谜语人式"命名往往被等同于高级审美，像简单一点的叫"白银之城"，还被不少玩家吐槽名字土，虽然人家工作室就叫silver studio，白银 之城也是西幻常见元素，不过乐元素也正常，以前的确没什么二游基因，换其他厂商可能会叫拉比林斯提升逼格了。 不过看起来很厉害但意义不明在二游市场还是蛮吃香的，类似"战双帕弥什"，一群玩家都不知道战双是什么意思，叫个全名还经常说成"战双帕米尔"，甚 至"鸣潮"这名字到现在都有点意义不明，虽然贴吧盛行朝代风水论。 而几个"X环"游戏，也基本都有自己的命名含义。可能真是埃尔登法环带的 ...