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集体“抗税”大势已成,游戏厂商终于迎来低抽成时代?
Sou Hu Cai Jing· 2025-11-21 09:27
"高抽成"模式走向终结 撰文/ 孟会缘 编辑/ 陈邓新 排版/ Annalee 近日,苹果和腾讯自2024年开始的"抽成之争"迎来终局——苹果将对腾讯APP内小游戏的内购项目抽成15%,低于苹果App Store通常实行的30%比例。 要知道在达成这项协议之前,腾讯正通过微信生态的特性设计支付跳转路径,以此绕开苹果iOS平台的内购抽成政策。即说,如"游戏公司给手机厂商打 工"之类的论调,有望得到较大程度地缓解。 当然,这一消息对于不少游戏开发者而言,更大意义在于它释放了一个相当积极的信号。 长期以来,高额的抽成比例一直是压在游戏公司心头的一块大石,不论是iOS端30%的抽成,还是华为、OPPO等安卓渠道50%的抽成,都让游戏开发者在 盈利之路上步履维艰。 如今这15%的新抽成比例方案横空出世,终于为游戏行业带来一丝转机与希望。因为这不仅意味着游戏公司在收益分配上将获得更大的自主权,更预示着 整个行业生态都将迎来全面的优化与重塑。 其实在苹果和腾讯的"抽成之战"止戈之前,或许有人也关注到了游戏圈的另一件大事:部分网易游戏在OPPO渠道停服,原因是与网易的合作终止。 网易和OPPO之间的拉锯进程也不短,据相关报道 ...
盛天网络(300494) - 2025-09-23 投资者关系活动记录表
2025-09-23 11:04
Group 1: Game IP Business Strategy - The company has established a multi-dimensional classic category layout in the game IP sector, successfully launching several recognized IP adaptations such as "Romance of the Three Kingdoms 2017" and "Dynasty Warriors" [2][3] - The core resources of the IP game business are now fully focused on the development and optimization of "Dynasty Warriors: The World," which has obtained an import license and is currently in a critical review phase, with plans for multiple player tests to refine the product experience [3][5][6] - The company aims to transition from single IP operations to a comprehensive system of customized development and independent publishing, with "Dynasty Warriors: The World" expected to be a key growth driver for the IP business [3][6] Group 2: Original IP Development - The original IP game "Star Wings" has performed exceptionally well since its launch in Japan, ranking second in local app store charts and topping the Steam Japan sales chart, with over 80% of revenue coming from overseas [4] - The company plans to deepen its game IP business by solidifying long-term partnerships with international IP holders and accelerating the globalization of original IP through diverse collaborations [4] Group 3: New Game Releases and Performance - The company is focusing on the upcoming release of "Magical Bopi," an innovative pet-catching game, which has completed multiple testing phases and is set for a full platform launch in 2025 [6] - The independent game "Heroic Legend" has received positive reviews and has expanded its storyline with over 300,000 words of new content, indicating strong sales and player engagement [7] Group 4: AI Development and Applications - Since 2021, the company has been exploring AI applications, establishing a comprehensive AI entertainment platform that supports core business areas like gaming and social media [8] - Key AI products include the music social app "Give Mic," which integrates AI technology for enhanced user experience, and the gaming social app "Dai Dai eSports," which is developing AI-driven social features [8] Group 5: Online Entertainment Platform Growth - The online entertainment platform has benefited from the recovery of the PC gaming market, leveraging its strong market share in offline venues like internet cafes and eSports hotels [9][10] - The mobile advertising business has seen significant growth, driven by cross-platform advertising needs and partnerships with major media platforms, capitalizing on the resurgence of the PC gaming market [10]
阿里加码小游戏赛道,虎鲸文娱推出“熠点互动”平台
Sou Hu Cai Jing· 2025-09-20 09:26
IT之家 9 月 20 日消息,Tech 星球发现,距灵犀互娱从虎鲸文娱(原阿里大文娱)独立运营不到 1 个月,阿里在游戏赛道的又有了新的布局,将打造独立 的小游戏业务"熠点互动"。 公开报道显示,阿里最早在 2014 年就曾在手机淘宝短暂上线过"游戏中心",提供连连看、五子棋等类型游戏。 IT之家查询获悉,北京熠点互动网络科技有限公司成立于 2023 年 06 月 28 日,虎鲸文化娱乐(北京)有限公司持股 100%。今年 8 月 23 日,其法人和董 事变更为吴倩。公开信息显示,吴倩是优酷首席运营官、阿里鱼(阿里旗下 IP 交易及创新平台)总裁。 2016 年 1 月,九游宣布正式更名"阿里游戏"。2019 年,阿里游戏调整为互动娱乐事业部,由阿里巴巴大文娱管辖。阿里九游总经理张楠楠在 ChinaJoy 上 在接受采访时称,淘宝小游戏平台的数据增长非常快,但她并未透露具体数据。 官网显示,"熠点互动"是一个集 H5 游戏和小程序游戏平台运营于一体的综合型互联网游戏平台,专注于游戏的运营与推广,具备包括但不限于产品引 入、渠道分发、营销推广、商业化运营全周期服务能力。 但在那之后,阿里开始愈发重视《三国志・ ...
阿里游戏再加码:打造熠点互动,入局小游戏
3 6 Ke· 2025-09-20 01:27
Core Insights - Alibaba is expanding its gaming strategy by launching a new mini-game platform called "Yidian Interactive," which aims to integrate H5 games and mini-programs into a comprehensive internet gaming platform [1][3][4] - The move reflects a shift in the gaming industry towards lightweight mini-games, which are gaining traction due to their low entry barriers, high penetration, and strong monetization potential [3][8] - The new platform is positioned as both an incubator for small to medium game developers and a bridge connecting Alibaba's traffic with gaming content [3][4] Company Strategy - Yidian Interactive is designed to fill the gap in Alibaba's gaming portfolio, especially after the independence of Lingxi Interactive, which focuses on mid-to-heavy games [3][12] - The platform will leverage Alibaba's existing user base from Taobao and Tmall, integrating gaming with e-commerce to create a seamless experience for users [9][10] - The leadership of Yidian Interactive is under Wu Qian, who has a successful track record in managing game IPs, indicating a strategic focus on lightweight, socially engaging games [5][9] Market Context - The mini-game market is becoming increasingly competitive, with platforms like WeChat and Douyin reporting significant user engagement and revenue growth [8][9] - Mini-games are no longer seen as secondary products; they are emerging as serious contenders in the gaming market, with some achieving revenues comparable to major titles [8][9] - The gaming landscape is evolving, with rising development costs for mid-to-heavy games and intense competition for licenses, making the mini-game sector an attractive opportunity for major players [8][10] Competitive Advantage - Alibaba's unique advantage lies in its ability to create a natural ecosystem that connects gaming, content, and e-commerce, which is difficult for competitors to replicate [9][10] - The integration of gaming with shopping experiences, such as using game points for discounts, could enhance user engagement and monetization [9][10] - The dual strategy of focusing on both mid-to-heavy games through Lingxi Interactive and lightweight games through Yidian Interactive aims to establish a comprehensive gaming ecosystem for Alibaba [11][12] Future Outlook - The success of Yidian Interactive will depend on its ability to overcome social sharing challenges, as Alibaba's core platforms are primarily shopping-oriented rather than socially driven [10] - The ongoing development of both business lines suggests that Alibaba is committed to carving out a significant position in the gaming industry, potentially challenging the dominance of Tencent and NetEase [12]