5月20日，2025网易游戏520线上发布会圆满举办。本次发布会以"热爱"为内核，发布超40款产品的重磅 内容，既有《燕云十六声》《射雕》等传统武侠题材作品的深度创新，也有《蛋仔派对》《永劫无间》 等热门 IP的社会价值探索，更有9款涵盖多元题材的新游亮相展现，不仅有经久不衰的三国题材、冒险 刺激的太空题材、多人派对生活模拟题材、海洋冒险题材，甚至还有耳熟能详的漫威IP题材新作，覆盖 RPG、FPS、SLG等多种玩法，展现了国产游戏产业在技术、文化与社会责任层面的综合实力。 传统文化"破圈"：在数字产品中触摸历史脉络 《第五人格》长期致力于持续推动自身践行社会公益。2024年，《第五人格》开展了"百分之一的星 球"儿童孤独症公益活动，游戏内公益游戏道具的国服销售所得利润全部捐赠与中国儿童少年基金会， 用于支持孤独症儿童相关的公益项目。今年植树节期间，《第五人格》与蚂蚁森林开展了"萌芽行动"公 益活动，助力内蒙古防风固沙和荒漠化治理。在发布会上《第五人格》也宣布全新的公益活动即将上 线。 产业生态布局：技术驱动与人才战略双轨并行 最后发布会公布了"网易 GPT极客热爱青年人才计划"，据了解该计划是网易面向职场新 ...

Core Insights - NACON showcased 9 upcoming games and accessories during the 8th Bigben Week held in Paris from May 19, 2025, providing an exclusive preview to journalists and international partners [3][4][5]. Game Previews - "Hell is Us," an action-adventure game by Rogue Factor, will be released on September 4, 2025, for PlayStation®5, Xbox Series X|S, and PC, featuring a unique design philosophy that emphasizes player exploration without maps or quest markers [5]. - "Robocop: Rogue City - Unfinished Business," a standalone sequel to the 2023 title, is set to launch on July 17, 2025, allowing players to experience new gameplay elements and play as Alex Murphy for the first time [6]. - "Edge of Memories," a JRPG developed by Midgar Studio, will be available in autumn 2025 on multiple platforms, featuring a dynamic combat system and collaboration with renowned artists [7]. - "Architect Life," NACON's first architectural simulation game, will be released on June 19, 2025, allowing players to design and build homes in both career and free modes [9]. - The new editions of "Tour de France 2025" and "Pro Cycling Manager 25," both adopting Unreal Engine 5, will be available on June 5, 2025, introducing new features like a sponsor system and refueling mechanics [10]. Sim Racing Innovations - NACON's Racing Division unveiled new accessories for sim racing, including a hybrid gearbox and load cell handbrake, enhancing the REVOSIM ecosystem [12][14]. - Two new sim racing titles were announced: "Endurance Motorsport Series," focusing on team strategy and race management, and "RENNSPORT," designed for e-sports with realistic driving physics, both set for release in autumn and September 2025, respectively [15][16]. Accessories and Product Launches - NACON celebrated 10 years of gaming accessories, showcasing flagship models that highlight the brand's expertise [17]. - The "Revolution X Unlimited," a high-end wireless controller, was released on April 23, 2025, designed for precision and comfort for action game enthusiasts [18]. - New colorful versions of the RIG gaming headsets were introduced, expanding the product line with unique designs [19]. - Anticipating the Nintendo Switch 2, NACON presented protective accessories to ensure console safety upon release [20]. Company Overview - NACON, part of the BIGBEN group, was established in 2019, focusing on optimizing expertise in the video game market with 16 development studios and a strong emphasis on innovation and competitive advantages [22].

Core Insights - The first batch of domestic game licenses for 2024 has been issued, with a total of 115 games approved, surpassing the previous month's 105 licenses, indicating a significant increase in the approval rate [1][8] - The stock market reacted positively to the news, with notable gains in several gaming companies, including Zhongqingbao, which rose over 12% [1][2] Group 1: License Issuance - The issuance of 115 game licenses marks a continuous increase, with the previous high being 105 licenses in December 2023 [1][8] - The 2023 total for game licenses reached 1,075, with 977 being domestic and 98 imported, compared to 512 licenses in 2022 [8][9] Group 2: Market Reaction - Following the announcement, A-share gaming stocks experienced a rebound, with Zhongqingbao increasing by 12.44% to 16.72, and other companies like Bingchuan Network and Shengtian Network also seeing gains [2][3] - In the Hong Kong market, companies such as Xindong Company and Zhongyou Game also reported increases, reflecting a broader positive sentiment in the gaming sector [2][3] Group 3: Industry Trends - The stability of the license policy is seen as a positive signal for gaming companies, fostering a trend towards the premiumization of games in the domestic market [9][10] - The gaming industry is moving towards self-regulation, with companies actively participating in setting industry standards, indicating a shift towards sustainable development [9][10]

Core Points - After over four years of legal disputes, Epic Games' Fortnite has returned to Apple's U.S. App Store, following a court decision favoring Epic [1][2] - The conflict originated from Epic's desire to implement direct payments from players, avoiding Apple's 30% commission on purchases [1][3] - The court's injunction prevents Apple from rejecting apps like Fortnite based on the inclusion of external purchase links, which could significantly impact the digital marketplace by allowing publishers to bypass traditional revenue cuts [3] Company Impact - Epic Games successfully reinstated Fortnite on the App Store, indicating a potential shift in the app distribution landscape [2][3] - Apple's initial resistance to comply with the court's decision suggests ongoing tensions between the two companies, which may affect future app approvals and policies [2][3] Industry Ramifications - The resolution of this dispute may set a precedent for other developers seeking to avoid high commission fees imposed by digital storefronts, potentially reshaping revenue models across the industry [3]

同人Coser亮相CP展会爆火出圈，《恋与深空》如何用"技术力"与"沉浸感"打动玩家？ 游戏新动态引发讨论热潮 5月16日至18日，一年一度的中国原创动漫作品展览会(即COMIC UP，以下简称"CP")在杭州正式召开。作为国内具有强代表性的"二次元"盛会之一，本 届CP吸纳了超12000个摊位以及400多个主题街区，众多游戏、动漫热门IP汇聚于此。 值得关注的是，在人头攒动的CP现场，叠纸游戏旗下超现实3D沉浸恋爱互动手游《恋与深空》成为了一大关注焦点。在《恋与深空》专区中，每一位男 主角都有各自对应的主题街道。除了众多玩家自发搭建摊位贩售周边外，也有专业Coser扮演的《恋与深空》五位男主角现身CP展会，吸引了大量参展者 的目光。 同期，《恋与深空》也公布了游戏内的最新动态，并更新了主线篇章"以寂灭，以新生"，同样在玩家群体引发了讨论热潮。此外，5月19日至5月29日期 间，游戏中将上线名为"两情款款时"的组合服饰，包括一套男主通用服装和一套"我"的服装(即玩家操控角色的服装)，以及三件限定配饰。 然而，这套服饰收获了高关注度的同时，其双人海报也在社群中引发了玩家的讨论。其中，有部分玩家对服饰宣发海报产生 ...

Core Viewpoint - The Schall Law Firm is investigating claims against Take-Two Interactive Software, Inc. for potential violations of securities laws related to misleading statements and failure to disclose important information to investors [1][2]. Group 1: Investigation Details - The investigation centers on whether Take-Two issued false or misleading statements or failed to disclose relevant information to investors [2]. - Take-Two's Rockstar Games announced a delay for the highly anticipated video game Grand Theft Auto VI, moving the release date from fall 2025 to May 26, 2026 [2]. - Following the announcement of the delay, Take-Two's shares dropped by over 6.6% on the same day [2].

20 May 2025 | 7:33AM HKT Navigating China Internet: eCommerce & Top 400 app tracker Apr industry online GMV up 6% on strong trade-in category sales; steady overall app time-spent growth In our latest eCommerce & top 400 app tracker, we highlight 1) healthy April industry online retail growth, with sustained momentum at 6% growth in Apr, in line with 1Q25, despite softer overall retail sales. We expect potentially strong May online retail growth yoy on further front-loading of this year's 618 shopping festiv ...

Group 1 - Electrolit is collaborating with Activision for the release of Tony Hawk's Pro Skater 3 + 4, featuring in-game integrations such as branded billboards and exclusive skater gear [1][2] - A retail sweepstakes will run from May 19, 2025, to August 31, 2025, allowing gamers to unlock exclusive items and win real-life merchandise [2][3] - The sweepstakes includes 50 grand prize winners receiving an Electrolit skateboard and a digital download code for the game, along with 75 secondary prizes and 5,000 instant winners [3] Group 2 - Tony Hawk's Pro Skater 3 + 4 is a remake that combines classic content with new features, including cross-platform online multiplayer for up to eight players [4] - The game is set to launch on July 11, 2025, and is available for pre-order on multiple platforms including Xbox, PlayStation, PC, and Nintendo Switch [5] - Electrolit is a premium hydration beverage known for its electrolyte formulation, available in various retail and online channels across the U.S. [10]

Core Viewpoint - The emergence of the game "Mingchao" has created a significant shift in the competitive landscape of the ACG (Anime, Comic, and Game) gaming sector, positioning it as a formidable rival to miHoYo's flagship titles like "Genshin Impact" [1][4][13]. Group 1: Industry Dynamics - The competitive landscape has shifted from a stable three-player dominance (Tencent, NetEase, and miHoYo) to a more fluid situation, with "Mingchao" emerging as a serious contender [15][30]. - The gaming market is experiencing a decline, with the actual sales revenue of China's ACG mobile game market dropping to 29.348 billion yuan in 2024, a year-on-year decrease of 7.44% [27]. - The introduction of "Mingchao" has prompted miHoYo to abandon its complacency and re-engage with the market, leading to a renewed focus on content and player engagement [21][24]. Group 2: Company Performance - "Mingchao" initially struggled upon launch, with first-week revenue estimated at approximately 947 million yuan, significantly lower than "Genshin Impact," which earned between 3.5 billion to 4 billion yuan in its first week [9][10]. - Despite a rocky start, "Mingchao" has seen a resurgence in popularity, with its revenue recovering due to subsequent updates and improvements [10][16]. - miHoYo's revenue from its three main products is projected to decline by nearly 10 billion yuan in 2024 compared to 2023, indicating challenges in long-term product sustainability [14]. Group 3: Future Outlook - The competitive pressure from "Mingchao" is expected to stimulate innovation and investment in the ACG gaming sector, potentially leading to a more diverse range of successful titles [20][30]. - Both Tencent and NetEase are intensifying their efforts in the ACG space, with Tencent launching "Xinghen Gongming" and NetEase focusing on "Wuxianda," indicating a strategic shift towards this growing market segment [29][30]. - The industry may witness a new wave of competition, with "Mingchao" setting a precedent for future titles to challenge established players like miHoYo [30].

以下文章来源于野马财经 ，作者野马财经 野马财经 . 关注资本市场、金融市场、新经济发展和商业创新 作者： 高远山 缪凌云 来源：野马财经 许久未露面的史玉柱，因为股权被冻结，又被送上了风口浪尖。 而这已经不是史玉柱第一次因为担保给自己和公司惹上麻烦了 。此前， 据天眼查信息显示， 巨 人投资有限公司1.14亿元股权被冻结，被执行人为史玉柱。执行法院为北京金融法院，冻结期限 为2023年9月18日至2026年9月17日。 当时 ，巨人集团发言人、 巨人网络 品牌营销负责人马全智 也 在社交媒体上回应： "是老史帮 朋友担保引起的事，会妥善处理。老史主要精力在参与游戏研发。去年9月他就想明白了，前些 年退休后交了100多个男性朋友，损失了不少钱，现在就想好好做游戏。" 近日，据 中国执行信息公开网信息显示， 巨人投资有限公司 （以下简称"巨人投资"）、紫晶置 业投资管理有限公司 （ 下称"紫晶置业" ） 新增 一则被执行人信息， 执行标的金额达 4.9亿余 元 ，执行法院为北京金融法院，立案日期为2025年5月6日 。 其中， 巨人投资 为 知名企业家史玉柱 麾下 的核心投资平台 ； 而 紫晶置业 股权穿透之后 ...