Core Insights - The gaming industry is witnessing a shift away from traditional gacha systems, with several games announcing the removal of card-drawing mechanics to enhance player experience and trust [1][18] - The decline in the market size of RPG gacha games in China has prompted developers to explore alternative monetization strategies [1][18] Group 1: Industry Trends - Many games, including "Er Chong Luo Xian" and "Huan Ta," are adopting zero-spending models, indicating a significant change in the approach to monetization [1][16] - Sensor Tower reports a three-year continuous decline in the market size of RPG gacha games, suggesting that traditional monetization methods are becoming less effective [1][18] Group 2: Case Studies - GungHo's "Puzzle & Dragons" has successfully removed the gacha system in its new title "Puzzle & Dragons 0," focusing on material collection and synthesis instead [3][6] - The new monetization model in "Puzzle & Dragons 0" resembles an IAA (In-App Advertising) game, allowing players to earn rewards through ad views [5][6] - "Er Chong Luo Xian" has been compared to "Warframe" due to its gameplay and monetization changes, which include removing stamina limits and the gacha system [9][11] Group 3: Competitive Landscape - "Huan Ta" plans to launch a new server that eliminates the gacha system, offering players free SSR weapons and focusing on player retention [13][16] - "Liu Tu Zhi Bin" has introduced a "youth server" that allows players to draw cards without spending money, while still offering optional paid features [16][18] - The introduction of new gameplay modes and monetization strategies aims to attract and retain players in a competitive market [12][18]

Group 1 - The mobile game "Code: Football Restart" by Ruyi Jingshou is set to begin Android platform testing from September 10 to September 24, targeting sports enthusiasts and simulation game players [1] - The successful launch and market acceptance of "Code: Football Restart" could significantly enhance Ruyi Jingshou's game product line, attract more users, and increase market share, thereby driving revenue growth for the company [1] - The game business has become a crucial growth point for Ruyi Jingshou and its parent company, China Ruyi, indicating strong potential for future performance [1] Group 2 - The highly anticipated martial arts game "Shadow Blade Zero" by Lingyoufang revealed a new video at the Future Game Show, with the producer confirming that a release date will be announced within the year [2] - If "Shadow Blade Zero" successfully launches, it is expected to achieve considerable sales in the global gaming market, enhancing Lingyoufang's revenue and brand recognition [2] - A successful project will also improve the investment return rate for Lingyoufang's investors, boosting market confidence in their investment acumen and project management capabilities [2] Group 3 - Tencent's popular tactical shooting mobile game "Dark Zone Breakout" announced the development of a new "Zombie Mode," which has generated significant player interest [3] - The game has attracted a large player base, with global registered users reaching 180 million by April 2025, indicating its strong market presence [3] - The introduction of the new mode is expected to enhance user engagement and retention, potentially attracting new players and positively impacting Tencent's market performance [3]