最近，一款名为"折螺丝"的小游戏广告，悄然在微信朋友圈刷屏，其下方整齐排列着微信好友们统一的评论 ——"别笑，你试你也过不了第二关"，勾起 了众多用户的好奇心。 跳转至游戏后，可以发现"折螺丝"小游戏真名叫做"疯狂玩螺丝"，玩法看似简单，实则暗藏玄机。 游戏第一关往往以轻松愉悦的操作，引导玩家快速上手，比如只需按照简单的提示，将螺丝按照颜色或形状进行匹配、拆卸，让玩家在短时间内获得成就 感，进而对游戏产生兴趣。然而，当玩家自信满满地进入第二关时，难度陡然提升。这种"第一关入门轻松，第二关难度陡增"的设计，像极了当年火爆刷 屏的小游戏《羊了个羊》。 但千万别小看这些画风简陋的小游戏，它们正在创造互联网时代最凶猛的流量神话。据36氪报道，三七互娱的《寻道大千》上线不久月流水就突破4亿， 这个数字足以让不少传统手游望尘莫及，吸金程度堪比《原神》。当用户在地铁上、午休时不自觉点开这些"杀时间"游戏时，一场精心设计的流量收割早 已拉开帷幕。 实际上，这些看似不起眼的小游戏深谙朋友圈等社交链传播之道，不仅仅是在朋友圈，包括在抖音内，还有着向僵尸开炮、砍树升级等各类小游戏。通过 各类有趣的广告投放，它们不仅成为人们碎片化时 ...

Group 1 - The gaming sector is experiencing a positive trend, with companies like Zhangqu Technology rising over 3% and others such as Ice Glacier Network and Perfect World also showing gains [1][2] - As of April 2023, a total of 118 domestic games have been approved, including titles from Perfect World and NetEase, contributing to a total of 510 game approvals this year [3] - The domestic gaming market shows strong internal demand, with monthly growth rates of 28% and 12% in January and February respectively, indicating a robust market environment [3] Group 2 - The gaming industry is expected to perform well under the cultural export backdrop, with continuous technological upgrades and rich content enhancing its capacity to carry Chinese cultural elements [4] - Companies with strong research and development capabilities and a focus on overseas markets are recommended for investment, as they are likely to enhance profitability through global expansion [4]

Group 1: Game Approval and Market Trends - In April 2024, a total of 127 game licenses were approved in China, including 118 domestic games and 9 imported games, indicating a stable monthly issuance of over 100 licenses [1] - The total number of approved games from January to April 2024 reached 489, with a notable increase in the approval rate for domestic games, providing certainty for major companies' new product launches [1] - The global mobile game market is projected to grow by 4.8% in 2024, reaching a market size of 635.57 billion yuan, with China's share expanding to 37.5% [2] Group 2: Financial Performance of Major Companies - Tencent's total revenue for 2024 is expected to be 660.3 billion yuan, with its gaming business revenue reaching 197.7 billion yuan, a year-on-year increase of approximately 9.9% [3] - Net revenue for NetEase in Q4 2024 was 26.7 billion yuan, with an annual total of 105.3 billion yuan, supported by strong performance from games like "Naraka: Bladepoint" and "World of Warcraft" [3][4] - Zhongjiu Mobile plans to launch a new game, "Code: Night Legend," in the first half of 2025, focusing on agile development and competitive products in the mini-game market [4]

Core Viewpoint - The collaboration between the popular mobile game "Honor of Kings" and the blockbuster animated film "Nezha: The Devil's Child" has sparked significant controversy, primarily due to the connection between the characters Aohin and Aobing, leading to a cultural clash among fans [1][9][20]. Group 1: Controversy and Reactions - The announcement of new skins for Aohin and Aobing led to a backlash on social media, with over 220,000 comments and 27,000 shares, predominantly negative [1][3]. - The conflict involves various groups, including movie fans, character loyalists, and game players, escalating to a cultural war on platforms like Weibo and Xiaohongshu [3][12]. - Despite the negative feedback, Tencent seems unfazed, continuing to promote other collaborations, which received more positive responses [3][4]. Group 2: Character Dynamics - The main controversy centers around the relationship between the lesser-known character Aohin, with a mere 4.2% appearance rate, and the prominent character Aobing from "Nezha: The Devil's Child" [9][10]. - Fans of Aohin perceive the collaboration as a threat to their emotional connection with the character, viewing it as an identity appropriation [12][14]. - The emotional investment of players in their characters has evolved, making them sensitive to any perceived threats to their identity [14][16]. Group 3: Cultural Significance - "Nezha: The Devil's Child" is not just a successful film with a box office exceeding 15 billion but also a cultural symbol representing national confidence, complicating its use in commercial collaborations [17][20]. - The collaboration is seen as a clash of two cultural icons, with both communities having strong identities and loyalties, making simple commercial partnerships challenging [23][25]. - The incident highlights the need for brands to understand the cultural implications of their collaborations, as not all brands possess the resilience of "Honor of Kings" to withstand backlash [25][26].

尽管AI布局者众，但真正将AI深融进业务/投资的企业，可谓屈指可数。 导语 ：当AI+游戏必选项，从工具应用到产业投资，体系化的AI布局，将带来新一轮价值重估。 一个被称为"互联网下个世代的钥匙"，另一个被称为"第九艺术"——AI与游戏，正以高居不下的热度，碰撞出改变行 业的火花。 稳健的业绩已是三七互娱的基本操作，从这份报告中，我们更应该去看到三七互娱对AI的应用与投资，其并非简单地 追热点、造事件，而是借前瞻布局眼光，在这场生产力变革的浪潮中，讲出了一个估值重构的新故事。 三七互娱全球总部大厦，图片来源：三七互娱官网 "AI，让游戏再次伟大" 在这场AI重塑浪潮里，三七互娱（002555.SZ）不是最惹人关注的，但实力则是不容小觑。近日，三七互娱发布了 2024年度报告，报告期内，公司实现营业收入174.41亿元，同比增长5.4%，实现归属于上市公司股东的净利润26.73亿 元，同比增长0.54%。 近年来，"AI，让游戏再次伟大"的论调此起彼伏，其核心论点之一，在于AI对代码生成、美术/音频制作开发、运营、 服务、营销等"人力黑洞"环节的解放。 许多游戏厂商对AI工具的使用在近一两年呈现大幅增长。以St ...

导语：当AI+游戏必选项，从工具应用到产业投资，体系化的AI布局，将带来新一轮价值重估。 一个被称为"互联网下个世代的钥匙"，另一个被称为"第九艺术"——AI与游戏，正以高居不下的热度，碰撞出改变行业的 火花。 尽管AI布局者众，但真正将AI深融进业务/投资的企业，可谓屈指可数。 在这场AI重塑浪潮里，三七互娱（002555.SZ）不是最惹人关注的，但实力则是不容小觑。近日，三七互娱发布了2024年 度报告，报告期内，公司实现营业收入174.41亿元，同比增长5.4%，实现归属于上市公司股东的净利润26.73亿元，同比增 长0.54%。 稳健的业绩已是三七互娱的基本操作，从这份报告中，我们更应该去看到三七互娱对AI的应用与投资，其并非简单地追热 点、造事件，而是借前瞻布局眼光，在这场生产力变革的浪潮中，讲出了一个估值重构的新故事。 01 "AI，让游戏再次伟大" 近年来，"AI，让游戏再次伟大"的论调此起彼伏，其核心论点之一，在于AI对代码生成、美术/音频制作开发、运营、服 务、营销等"人力黑洞"环节的解放。 许多游戏厂商对AI工具的使用在近一两年呈现大幅增长。以Steam为例，其美术、音频等效率类AI工具在 ...

以下文章来源于明亮公司 ，作者主编24小时在线 明亮公司 . 追踪新商业、好公司，提供一手情报与领先认知。 作者：MD 出品：明亮公司 4月18日， 由上海科创金融研究院和上海天使会联合主办的 2025天使投资大会 在上海举行，大会 上，米加健康董事长、米哈游天使投资人宋涛与高榕资本顾问、天使投资人辛伟进行了一场对谈。 在对谈中 ，宋涛分享了他投资米哈游的细节以及对天使投资的思考。 据公开信息，宋涛是米哈游唯 一一位外部投资人，其在 2012年以100万投资了米哈游，占股15%。去年胡润研究院的数据显示，米 哈游估值约1750亿人民币，若以此计算， 宋涛该比投资回报已超过2. 5 万倍。 宋涛此前曾创立斯凯网络，后者于 2010年登陆纳斯达克，是最早登陆美股的中国移动互联网企业之 一，后在2016年完成私有化。 以下为宋涛分享的正文（有删节）： 谈从企业战投资到市场化投资转型：调整投资的立场和激励机制 中国比较喜欢把人具像化，我这个创业感觉不是很成功，大家都知道我投了一个企业比较成功，我严 格意义上讲不是个专业的投资人，我自己一直在做创业，我也给大家分享下当时为什么投米哈游这个 项目。 我们 05年创业，07 ...

Industry Trends - The gaming industry is experiencing diversified development, with domestic companies accelerating strategic adjustments amid legal disputes and policy support [1] - Newzoo's report indicates a 1.2% increase in annual revenue for PC games from 2021 to 2024, while console game revenue is projected to decline by 2.1% [3] - The 2025 National Cultural Innovation Experimental Zone Investment Conference signed three key projects aimed at promoting the integration of culture and technology [4] Company News - Zhongjiu Mobile appointed Wang Chunye as co-CEO, effective April 9, 2025, while current CEO Xiao Jian remains in his position [5] - NetEase's Zen division has been renamed to the Onmyoji division, with plans for organizational restructuring and new team development [6] - 2PGames and Double-Headed Dragon Studio addressed recent online controversies regarding their operations [7][8] - The "Black Myth: Wukong" art exhibition opened in Hangzhou, showcasing the game's artistic creation process [9] Legal and Regulatory Developments - Kaiying Network received over 300 million RMB in arbitration compensation related to a legendary IP dispute [10] - The Suzhou Industrial Park People's Court ruled in favor of Paper Games in a trademark infringement case against Zulong Technology, ordering Zulong to pay 100,000 RMB for trademark infringement and 50,000 RMB for unfair competition [11] International Developments - Krafton acquired a controlling stake in Indian game developer Nautilus Mobile for $14 million (approximately 102 million RMB) [12] - Yandex introduced market expansion solutions for Chinese manufacturers, including YandexPaySDK and EasyMonetization [13] - Unity China explained the removal of the Unity 6 engine and its future charging plans for the Unity engine professional and personal versions [14] - Blockchain gaming platform Ultra completed a $12 million financing round to enhance its services [15] Esports Events - The Snapdragon Esports Pioneer Global Championship kicked off in Jakarta on April 7, 2025 [16] - The KPL Annual Finals for Honor of Kings will be held at the Bird's Nest in the second half of 2025, expected to attract over 50,000 spectators [18] - The Hero Asian Champions League x CS2 China qualifiers commenced in Yancheng on April 10, 2025 [19]

技术更替与人才流动，造成了如今的强者恒强。 如今，国内游戏行业从业者想要跳槽、求职，除了看厂商实力和项目方向之外，往往还会问一句"你们Base在哪里"。上海"四小龙"，广州的游戏公司集 群……厂商们早已逐渐打出了地域性的名号。 游戏行业确实一直存在着比较明显的城市集聚性。几座核心城市厂商扎堆，从业者也趋之若鹜，二线城市的新兴厂商也在崛起。二游聚集地、小游戏孵化 基地、新兴单机游戏新秀……不同的城市与地区，逐渐形成了自己的产业特色。 细究的话，这种现象自然受到历史与政策因素的双重影响，而人才与资本流动进一步巩固了目前的地理格局。随着形势的变化，下一批"游戏之都"也正在 崛起。依循着这个思路，本文对中国游戏产业在几大核心城市的聚集与演变过程进行了简单梳理，并尝试剖析其中的原因。 单机时代的游戏之都：北京与上海的先发优势 上世纪90年代，网络游戏尚未全面兴起，中国大陆的游戏开发以单机游戏为主。当时，北京是当之无愧的游戏产业摇篮。北京中关村依托高校和中科院等 科研机构的人才优势，聚集了一批软件公司。这些公司最早投入到游戏代理和开发的业务中。 1992年，北京金盘电子公司引进了大陆第一款正版教育游戏《卡门·圣地亚哥在哪 ...

Core Viewpoint - The article discusses the unveiling of Mihayou's AI game "Whispers From The Star," highlighting its unique interactive storytelling and character engagement through AI technology [1][48]. Group 1: Game Overview - The main character, Stella, is stranded on an alien planet, and players must assist her in surviving and escaping [4]. - Players can interact with Stella through text, voice, and video, creating an immersive dialogue experience [5]. - Unlike traditional narrative adventures, the game's plot unfolds in real-time and is not bound by a script, with player conversations influencing Stella's fate [6][7]. Group 2: Gameplay Mechanics - The game interface displays Stella's real-time heart rate and environmental conditions, enhancing the immersive experience [14]. - Players' spoken responses are only transmitted when a button is pressed, adding a layer of interactivity [15]. - The gameplay involves players strategizing to help Stella escape, with outcomes based on their decisions [20][22]. Group 3: Company Background - Anuttacon, the company behind the game, aims to create personalized and immersive experiences that foster a deeper connection between players and virtual worlds [30]. - The company's focus has shifted from emphasizing AGI to prioritizing personalization and immersion in gaming experiences [33][40]. - Anuttacon's team has grown to nearly 50 members, attracting talent from major tech companies, indicating a strong foundation for future developments [42][44]. Group 4: Industry Context - The article notes that AI gaming is becoming a competitive frontier, with major players like Microsoft and Nvidia also exploring AI integration in games [49][50]. - Innovations such as Microsoft's Muse AI and Nvidia's RTX ACE are examples of how AI is being utilized to enhance player interactions in gaming [53][56].