消息面上，8月22日，祖龙娱乐发布2025年中期业绩公告。2025年上半年实现营业收入6.343亿元，同比 增长44.4%，考虑到2024年增速为25.6%、2023年增速为55.5%，营业收入顺利实现"三连增"；经调整亏 损净额相较于上年同期缩减93.6%，经营状况持续改善。 对于业绩改善的原因，祖龙娱乐在业绩公告中表示，主要由于《龙族：卡塞尔之门》和《踏风行》分别 于2024年下半年和2025年上半年在中国大陆上线，以及《以闪亮之名》的持续稳定表现所致。此外，为 打造不同类型及多样化的游戏组合，公司预期于2025年下半年至2027年期间在全球各地推出7款不同类 型的游戏产品。 祖龙娱乐(09990)涨超6%，截至发稿，涨6.18%，报1.89港元，成交额252.87万港元。 ...

Group 1 - Deep Blue Interactive announced its next flagship product will be a 3D open-world game developed using Unreal Engine 5, marking its entry into the high-spec 3D gaming market [1] - The new game aims to challenge the dominance of miHoYo's Genshin Impact in the open-world genre, leveraging the company's narrative and artistic strengths demonstrated in its previous title, "Return to the Future: 1999" [1] - The transition to 3D development may increase cash flow pressure due to high R&D costs associated with UE5, amidst intensifying competition in the 2D open-world segment [1] Group 2 - Infinite Abyss Studio's new game "Infinite Journey" is set to launch on August 21, continuing the studio's pixel art style and combining action with maze adventure gameplay [2] - The game has received investment from Easy Play Technology, which may support its distribution and resource integration [2] - The pixel art genre remains competitive, with established titles like Hades and Warm Snow dominating the market, raising questions about "Infinite Journey's" ability to stand out [2] Group 3 - Zulong Entertainment's female-oriented mobile game "In the Name of Shining" has launched a major update called "Spirit Hunting Era," available until September 8 [3] - The update introduces six high-end outfits with switchable forms and a floating accessory feature, enhancing the game's fashion social and personalization experience [3] - The timing of the update during the summer consumption peak may boost game revenue, but competition from similar titles could pressure profit margins [3]

以下文章来源于定焦One ，作者定焦One团队 定焦One . 深度影响创新。 虚拟恋人游戏已不是新奇事物，但在AI的加持下，该品类隐约有翻红的势头。 2024年10月前后，乙游（女性向的恋爱游戏）厂商自然选择（深圳）智能有限公司进军AI女友游戏，推出首款3D AI伴侣"EVE"。该公司已获得天使投 资，估值已过亿元。 今年3月，米哈游创始人蔡浩宇创立的神秘AI游戏公司Anuttacon也浮出水面，其首个游戏名为"Whispers From The Star/《群星低语》"，是一款以AI语音 交互为核心玩法的太空生存游戏，号称主角Stella与玩家的所有反应、情感、动作都是AI实时生成，游戏画面也是实时渲染，玩家的每一句话都将影响故 事的走向。尽管这还不能严格算作是AI女友游戏，但方向仍然值得关注。 老品类遇上新技术。 文 ｜ 李唐 编辑 ｜ 魏佳 来源｜ 定焦One（ID：dingjiaoone） 封面来源 ｜ 视觉中国 AI女友游戏广告，正在悄悄入侵你的朋友圈。 母胎单身二十年的阿宝躺在沙发上刷手机，朋友圈一则游戏广告引起了他的注意。此时的他还不知道，一次出于好奇的点击，不仅让他打开了新世界的大 门，还即 ...

以下文章来源于定焦One ，作者定焦One团队 定焦One . 深度影响创新。 来源丨定焦One（ID：dingjiaoone） 作者丨李唐 编辑丨魏佳 图源丨Midjourney AI女友游戏广告，正在悄悄入侵你的朋友圈。 母胎单身二十年的阿宝躺在沙发上刷手机，朋友圈一则游戏广告引起了他的注意。此时的他还不知道， 一次出于好奇的点击，不仅让他打开了新世界的大门，还即将令他莫名其妙损失9.9元。 虚拟恋人游戏已不是新奇事物，但在AI的加持下，该品类隐约有翻红的势头。 2024年10月前后，乙游（女性向的恋爱游戏）厂商自然选择（深圳）智能有限公司进军AI女友游戏，推 出首款3D AI伴侣"EVE"。该公司已获得天使投资，估值已过亿元。 今年3月，米哈游创始人蔡浩宇创立的神秘AI游戏公司Anuttacon也浮出水面，其首个游戏名为"Whispers From The Star/《群星低语》"，是一款以AI语音交互为核心玩法的太空生存游戏，号称主角Stella与玩家 的所有反应、情感、动作都是AI实时生成，游戏画面也是实时渲染，玩家的每一句话都将影响故事的走 向。尽管这还不能严格算作是AI女友游戏，但方向仍然值得关 ...

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]