二次元先帝终究还是扛不住了 在当下这么一个二游遍地且破圈过多次的时代下，还能记得"二次元先帝"的可都是名副其实的老东西了。所谓的二次元先帝，指的正是当年的《扩散性百 万亚瑟王》，一款在当时由SE开发，盛大代理的二游产品，为二游开出了一条先河。 01 二次元先帝总是撑不住 当时盛大引进后，曾用这款产品吃到了二次元市场的巨大红利，在两周时间里创下3000万的收入，甚至还带动了股价的上涨，这款二游可谓是一举惊艳了 整个国内游戏圈，让行业看到了二游市场的潜力。 但让人感到遗憾的是，这位"二次元先帝"每一部作品都非常短命，就在昨天（7月7日），由SE官方授权，完美旗下百万工作室开发的IP续作《乖离性百万 亚瑟王：环》繁中服正式宣布停服，加之上周完美世界官方发布反贪腐公告成果后，或许这款新作也已经处在了生死边缘。 尽管这款游戏国服在2013年上线后，曾取得过现象级的成功，但即便是这么一款当年一炮而红的产品，它的衰落也来得飞快，国服上线后仅仅过了一年， 日服就宣布关服，后续国服也没能挺住，在2016年倒下了。 在这之后，同一IP又诞生了三款产品《乖离性百万亚瑟王》《叛逆性百万亚瑟王》（前两款都是网易代理发行国服）以及《交响 ...

Core Insights - Chengdu is emerging as a hub for the gaming industry in China, particularly for single-player games, with a significant number of game studios and talent relocating to the city [1][3][4] - The success of the game "Black Myth: Wukong" has highlighted Chengdu's potential, with one-third of the most notable domestic single-player games being developed there [3][4] - Chengdu's gaming industry has a strong foundation due to early investments in talent and infrastructure, dating back to 2003 when the city began promoting the gaming sector [4][5] Industry Overview - Chengdu ranks first in job postings for the gaming industry among top cities in China, according to a report by Zhilian Recruitment [1] - The city has produced a notable number of acclaimed games, with 9 out of 30 highlighted titles in a recent media review originating from Chengdu, surpassing other major cities like Guangzhou and Beijing [3] - The gaming industry in Chengdu benefits from lower living costs and salaries compared to first-tier cities, making it an attractive location for game development [6][7] Cultural and Economic Factors - Chengdu's cultural environment and lifestyle contribute positively to game development, fostering creativity and work-life balance [6][8] - The city has been recognized for its livability, being named one of the "most happy cities" for 16 consecutive years, which enhances its appeal to young professionals in the gaming sector [7][8] - The local gaming industry is characterized by a mix of traditional and innovative themes, with studios exploring both Chinese cultural elements and international narratives [3][6]

henry 发自 凹非寺 量子位 | 公众号 QbitAI Steam，对于游戏玩家来说，是每天上号的快乐老家； 对于大众来说，是一个面向PC游戏玩家的商店和社区； 对于硅谷、媒体来说，它是一款可以无限印钞的产品，在有着令所有巨头都眼红的人均利润的同时，还有着屡创新高的用户数量。 人们好奇这位称霸4000亿美元游戏市场的游戏霸主，如何用区区336名员工（真正负责Steam业务的更是只有79人）让各位玩家心甘情愿付 费。 Steam究竟有什么魔法？ 小作坊，赚大钱 目前，网上关于Steam及其母公司Valve营收的数据大多都来自相关机构根据玩家人数、游戏销量、佣金抽成、硬件销量等收入的估算和猜 测，缺乏可信度。 不过，根据福布斯的报道，可以获知的是，Valve近十年来一直保持着超过40%的营业利润率，而且其人均员工利润往往高于全球一些市值最 高的公司，包括亚马逊、AIphabet和微软。 在2013年1月30日在德克萨斯大学奥斯汀分校（UT Austin）的演讲中，G胖亲自承认了这一小作坊、赚大钱的事实。 根据SteamDB的数据，截至2025年上半年，Steam同时在线人数峰值近4120万，游戏内同时在线玩家 ...

Market Overview - On July 8, the A-share market experienced a rise, with the ChiNext Index leading the gains. The Shanghai Composite Index closed at 3497.48, up by 0.7%, while the Shenzhen Component Index rose by 1.46% to 10588.39, and the ChiNext Index increased by 2.39% to 2181.08. The total trading volume in the Shanghai and Shenzhen markets reached 1.45 trillion yuan, an increase of 245.3 billion yuan compared to the previous trading day [1][2]. Sector Performance - The market showed a mixed performance with over 4200 stocks rising. Key sectors that performed well included computing hardware, photovoltaic concepts, PCB, CPO, and gaming, while sectors such as insurance, banking, and electricity saw declines [1]. International Market - In the U.S. stock market on July 8, the Dow Jones Industrial Average fell by 165.60 points to 44240.76, a decrease of 0.37%. The S&P 500 dropped by 4.46 points to 6225.52, down by 0.07%, while the Nasdaq Composite rose slightly by 5.95 points to 20418.46, an increase of 0.03%. In Europe, major indices all saw gains, with the average price index rising by 0.54% [2]. Commodity Prices - International oil prices increased on July 8, with light crude oil futures for August delivery rising by $0.40 to $68.33 per barrel, a gain of 0.59%. Brent crude for September delivery rose by $0.57 to $70.15 per barrel, an increase of 0.82% [3]. Industry Insights - The China Passenger Car Association reported that domestic retail sales of new energy passenger vehicles reached 1.111 million units in June, marking a year-on-year increase of 29.7%. Cumulatively, retail sales for the first half of the year reached 5.468 million units, up by 33.3% year-on-year [5]. Institutional Perspectives - CICC noted that the current trading activity is a crucial indicator of the capital market's depth and is a significant revenue source for market participants like exchanges and brokerages. The ongoing reforms in market mechanisms are expected to enhance the trading activity in Hong Kong stocks [9]. - Ping An Securities highlighted a recovery in overall demand in the electronics sector, driven by innovations in AI and high-speed communication, which are expected to support PCB demand growth [9]. - Minsheng Securities expressed optimism for the photovoltaic industry, anticipating a rebound as the sector stabilizes from previous price wars and focuses on innovation and value competition [9]. Key Announcements - Taiji Industry announced the formal signing of contracts for its subsidiary Haotai Semiconductor with SK Hynix. Northern Rare Earth reported a recovery in export orders for rare earth products in June, maintaining a positive outlook on future price trends [11].

每经记者｜张梓桐 每经编辑｜董兴生 ｜ 2025年7月9日 星期三 ｜ NO.1 腾讯《代号：饼干人》启动测试招募 7月8日，腾讯游戏宣布代理发行的《代号：饼干人》正式在腾讯游戏大玩咖平台开启测试招募，预计于 7月中下旬启动测试。此次招募对玩家经验提出明确要求，需具备动作类或卡牌类游戏体验背景。 点评：《代号：饼干人》若能在测试中验证"萌系+策略竞技"的玩法可行性，不仅可能成为腾讯在休闲 领域的新旗舰，更可能带动资本市场对整个休闲竞技赛道的重新评估。中小厂商的同类产品关注度或将 提升，而腾讯在代理发行领域的资源整合能力也将进一步凸显。 NO.2 英雄游戏《二重螺旋》公布三测总结 点评：这一总结聚焦玩家体验的优化，有助于提升玩家的满意度与留存率。若玩家在后续游戏过程中感 受到游戏难度适中、操作便捷、剧情引人入胜，更有可能长期留存并持续投入时间与精力，进而为游戏 带来稳定的活跃用户基础。这对于英雄游戏的收入增长至关重要，稳定的活跃用户意味着更高的付费潜 力 NO.3 创梦天地《卡拉彼丘手游》长廊测试定档7月10日 7月8日消息，创梦天地旗下备受关注的二次元射击游戏《卡拉彼丘手游》宣布，长廊测试于2025年7月 1 ...

抖音集团上海公司相关人士介绍，作为2025年上海旅游节和上海国际动漫月徐汇区重要活动，"元界夏日嘉年华"将于7月18日至 8月17日在元界举办，推出IP主题周、草地音乐节和"盛夏之夜"专场演出等活动。谷子市集将汇聚各类热门IP周边商品；IP快闪 店将带来限定内容；"见微知著"微缩模型展在方寸间展现二次元文化的魅力。 编辑：刘润榕 新华财经上海7月8日电（记者李荣）上海徐汇元宇宙街区"元界Neo World" 8日正式启幕，鑫耀·光环Live和越界锦和尚城两大商 业体与多家游戏公司总部以及徐汇区游戏产业服务中心、中国音数协游戏博物馆、上海无线电博物馆等文化服务设施，共同构 筑游戏IP产业链与城区消费双向赋能的创新生态。 据介绍，元界将二次元文化融入城市基础设施，打造"商业消费+文体休闲+自然生态"的城区综合场景和多元空间。作为元界的 核心商业载体，鑫耀·光环Live具有10万平方米的体量，不仅提供传统零售餐饮服务，更是呈现了完整的二次元消费生态，既有 泡泡玛特、大美术馆等潮玩文化地标，又有繁花谷、聚次元等谷子专卖店；既有番茄小说等沉浸式快闪空间，又有鹰角、莉莉 丝等主题妆造间。 依托上海徐汇深厚的游戏产业积淀， ...

板块方面，光伏、PCB、CPO、游戏等板块涨幅居前，保险、银行、电力等板块跌幅居前。 截至收盘，沪指涨0.7%，深成指涨1.46%，创业板指涨2.39%。 盘面上，市场热点较为杂乱，个股涨多跌少， 全市场超4200只个股上涨。 从板块来看，算力硬件股 集体爆发，工业富联封涨停，胜宏科技等多股再创历史新高。光伏概念股盘中再度拉升，权重股通 威股份涨停，人气股亚玛顿上演"地天板"。此外，大金融、稳定币、游戏等方向轮番活跃。 市场全天震荡走高，创业板指领涨， 沪指逼近3500点。 沪深两市全天成交额1.45万亿，较上个交易 日放量2453亿。 ...

记者梳理发现，近期在互联网公司内部反腐力度不断加大。 B站通报内部反腐新进展。7月2日，B站在内部邮件中通报， 原游戏合作部总经理张再敏在B站 工作期间存在严重的职务犯罪行为，已经被公安机关依法逮捕 。 在通报中，B站表示，公司所有员工都应遵守国家的法律法规，鼓励广大员工、合作伙伴投诉举 报公司员工的舞弊违规行为，并且公司会对举报人信息严格保密。 据公开信息显示，张再敏先后在汇丰银行、上海莫塞尔、华为任职，并曾任华为游戏中心部长。 据多名接近张再敏的人士称，2021年初她加入了B站，负责联运业务，花名「小姐姐」。 值得注意的是，有B站内部人士向记者表示， 张再敏是B站内部权重较高的游戏业务管理层之一 ，此前B站游戏业务曾经连续多个季度增长低迷，而在今年一季度，B站游戏业务收入同比大幅 增长76%，达17.3亿元，回温明显。 2022年11月，B站在内部通知中宣布，游戏发行事业部、游戏合作部、游戏社区部、爱可赛思 游戏工作室、晨星游戏工作室、时之砂游戏工作室、游戏创新产品部的汇报线直接交给公司CEO 陈睿。 6月23日，字节跳动内部发布一份企业纪律与职业道德委员会通报。通报中的一条内容，疑似与 此前流传的某举报 ...

Group 1 - The gaming sector is experiencing a strong recovery driven by four key factors: continuous improvement in fundamentals, marginal policy easing, significant valuation repair potential, and innovation driven by AI technology [1][2] - In June, 147 domestic games and 11 imported games were approved, with a total of 812 game licenses issued from January to June, representing a year-on-year increase of 17.9% [1] - In May, the revenue of China's gaming market reached 28.1 billion yuan, a year-on-year increase of 10%, while the mobile gaming market's actual sales revenue was 21.2 billion yuan, growing by 12% [1] Group 2 - The new game cycle is expected to drive continuous improvement in fundamentals, with the gaming sector still having upward valuation elasticity [2] - The gaming sector is catalyzed by multiple factors including AI, content, and changes in commercialization models, with the annual gaming event ChinaJoy approaching, presenting potential investment opportunities in gaming ETFs [2]

Core Viewpoint - Tencent and NetEase have implemented a gaming time restriction calendar for minors during the summer vacation, limiting gameplay to specific hours and total time to 27 hours over the holiday period [1][2]. Group 1: Tencent's Measures - Tencent's gaming time restriction for minors is set from July 1 to August 31, allowing gameplay only on Fridays, Saturdays, and Sundays from 8 PM to 9 PM [1]. - New features introduced by Tencent include "temporary game switch" for parents to set time limits on gaming accounts and "parental self-service facial recognition" for more discreet control [2][3]. - The "temporary game switch" allows parents to flexibly manage gaming time, while the facial recognition feature helps prevent direct conflicts between parents and children [3][4]. Group 2: NetEase's Initiatives - NetEase has launched a "black and gray industry governance action" to extend minor protection strategies beyond in-game restrictions to comprehensive external governance [4]. - The initiative includes combating the sale of real-name accounts and facial verification services to minors, with over 61,000 accounts banned this year to prevent identity misuse [4]. - NetEase has also addressed external fraud by collaborating with third-party platforms, processing over 26,000 fraudulent content cases and banning 234 accounts related to violations in the first half of 2025 [4].