Core Viewpoint - The recent trend of multiple NetEase games ceasing operations on OPPO's platform reflects a broader shift in the gaming industry, driven by high channel fees and changing market dynamics [2][3][4]. Group 1: Game Cessation on OPPO - Several NetEase games, including "逆水寒" (Nirvana in Fire), have stopped operations on OPPO's platform due to "operational strategy adjustments" by NetEase [2][3]. - This trend is not new; multiple titles have previously announced their exit from OPPO, including "阴阳师：妖怪屋" (Onmyoji: Yokai House) and "梦幻西游" (Fantasy Westward Journey) [3][4]. - Analysts suggest that more prominent titles from NetEase may also follow suit, indicating a significant shift in the gaming landscape [3][4]. Group 2: Industry Dynamics - The gaming industry is witnessing a decline in the relevance of Android channels, with companies increasingly opting to withdraw from these platforms due to high revenue-sharing demands [4][5]. - The "hardcore alliance" formed by major players like Tencent has also contributed to this shift, as it established a 50/50 revenue-sharing model that is now being challenged [4][5]. - The contribution of channels to user acquisition is diminishing, while the revenue-sharing ratios remain high, leading to increased tension between game developers and platform providers [5][6]. Group 3: Strategic Shifts - Companies like NetEase and Tencent are confident in their games' appeal, believing that withdrawing from channel servers will not significantly impact user retention and may even enhance user migration to official servers [6]. - The industry is moving towards a model where high-quality games attract users directly, reducing reliance on traditional channel distribution methods [5][6].

Core Viewpoint - The era of channel-based revenue collection is coming to an end, as major game developers like NetEase are increasingly withdrawing their games from OPPO's channel services due to operational strategy adjustments and high revenue-sharing costs [1][4][5]. Group 1: Game Industry Trends - Multiple NetEase games have announced the cessation of their OPPO channel services, including popular titles like "Onmyoji: Yokai House" and "Reverse Water Cold," indicating a broader trend in the gaming industry [1][3]. - Analysts suggest that the withdrawal from channel services is driven by the rising costs associated with Android channels, which have become unsustainable for game developers [3][4]. - The gaming industry is witnessing a shift where developers are moving away from reliance on app store channels for user acquisition, as the contribution of these channels to new user growth diminishes while revenue-sharing ratios remain high [4][5]. Group 2: Developer Strategies - Game developers, including NetEase and Tencent, are confident in their games' appeal and are willing to withdraw from channel services, believing it will not significantly impact user retention [5]. - The trend of high-quality games attracting users through direct downloads rather than through channels is becoming more prevalent, allowing developers to bypass traditional revenue-sharing models [5]. - The "hardcore alliance" formed by major companies like Tencent has led to significant changes in how games are distributed on Android platforms, with developers seeking more favorable terms [4].

Core Viewpoint - The article highlights the booming ACG (Anime, Comic, Game) culture and consumption in Guangzhou during the summer, driven by various events and initiatives that integrate the exhibition economy with consumer vitality [1][2]. Group 1: ACG Events and Participation - In the first half of the year, Guangzhou hosted 11 large-scale ACG exhibitions, covering a total area of 520,000 square meters and attracting 840,000 visitors from both domestic and international locations [2]. - The 36th Firefly Animation and Game Carnival in Guangzhou attracted 1.5 million online ticket purchases and 288,000 attendees, marking a significant turnout for the event [2]. - The first Kurofest in Guangzhou drew over 10,000 players, with nearly half of the attendees traveling from outside the province, setting a record for the brand's offline participation [2]. Group 2: Economic Impact and Consumer Engagement - The ACG exhibitions have stimulated the "ticket root economy," enhancing the integration of business, travel, and cultural consumption in Guangzhou, leading to the emergence of influential ACG consumer markets [2][3]. - The Guangzhou ACG events have created a "exhibition-store integration" consumption model, effectively linking events with local commercial districts to drive consumer traffic [4][5]. - The Guangzhou Comic Exhibition showcased over 7,000 original IPs, generating significant sales and promoting a new consumption ecosystem that combines exhibitions, commerce, and tourism [7]. Group 3: Government Support and Future Prospects - The Guangzhou government is actively promoting the ACG industry through policies aimed at enhancing the digital economy and supporting the development of international competitive digital IPs [9][10]. - The gaming industry in Guangzhou is projected to generate approximately 140.67 billion yuan in total revenue in 2024, reflecting a year-on-year growth of about 10.5% [10]. - The city is implementing measures to reward new and expanding exhibitions, with financial incentives aimed at fostering the growth of the ACG sector [10].

Core Viewpoint - The controversy surrounding NetEase's game "World Beyond" stems from a price increase in the new card pool without prior notice, leading to significant player backlash and complaints about unfair trading practices [2][4][5]. Pricing and Value Misalignment - The new card pool "Summon King" saw a price increase from 300 diamonds to 400 diamonds, a 33% rise, without any official announcement, violating consumer rights [2]. - Players can still receive cards valued at only 300 diamonds despite paying the higher price, leading to accusations of unfair trading practices [2]. User Agreement Controversies - New user agreement clauses state that accounts may be permanently deleted if not logged in for 365 days, raising concerns about the infringement of virtual property rights [3][6]. - The agreement mandates that all disputes must be handled in a specific court, increasing the difficulty for players to seek redress [3]. Player Response and Company Reaction - Players organized collective complaints through consumer protection platforms, leading to over 3,200 complaints and an estimated financial impact exceeding 5 million yuan [2][4]. - A "stop spending" movement emerged, affecting not only "World Beyond" but also other NetEase games, resulting in a significant drop in revenue [4][5]. Legal Risks and Industry Impact - NetEase's actions may violate consumer protection laws and fair trading principles, potentially leading to legal repercussions [6]. - The situation could set a precedent in the gaming industry, influencing how companies manage virtual property and user agreements [6]. Company Challenges and Strategic Decisions - NetEase's gaming business accounts for nearly 80% of its revenue, but growth has slowed significantly, prompting the company to seek ways to increase average revenue per user (ARPU) [7]. - The incident highlights a disconnect between NetEase's operational strategies and its stated commitment to user experience, risking long-term brand trust for short-term financial gains [7][8]. Resolution Directions - To rebuild trust, NetEase must ensure transparency in pricing adjustments and provide reasonable compensation to affected players [10]. - Controversial user agreement clauses should be revised, particularly the 365-day account deletion policy, to protect players' virtual property rights [10][11]. Conclusion and Outlook - The "World Beyond" incident reflects broader challenges in the gaming industry regarding virtual property rights and user trust [13]. - NetEase faces a critical decision: to either ignore player concerns and risk losing users or to embrace this crisis as an opportunity for reform and improved user rights [13].

Core Insights - The 31st Beijing International Book Fair (BIBF) was held at the National Convention Center, showcasing NetEase's theme of "Technology Silk Road, Cultural Going Global" [1] - NetEase presented immersive exhibition areas focusing on three dimensions: "Technology Inheriting Intangible Cultural Heritage," "Technology Empowering Life," and "Technology Driving Breakthroughs" [1] Group 1 - The gaming AI experience area allowed visitors to interact with the intelligent NPC "Shen Qiusuo" from the game "Nirvana in Fire," powered by DeepSeek technology [3] - The non-material cultural heritage area highlighted NetEase's innovative practices in cultural inheritance through gaming, utilizing AI, 3D modeling, and motion capture technologies [3] - The exhibition featured collaborations between various games and traditional cultural elements, such as "A Dream of Jianghu" with "New Legend of the White Snake" and "Identity V" with Tang Sancai, showcasing the integration of gaming and cultural heritage [3] Group 2 - This year marked the first time NetEase's gaming, Youdao, and LOFTER businesses collaborated in the exhibition, demonstrating the synergy of digital technology in cultural heritage transmission [3] - The initiative aims to engage Generation Z as a new force in the inheritance of intangible cultural heritage, emphasizing NetEase's cultural responsibility to promote traditional culture globally [3]

" 在网易游戏度过了令人难以置信的十二年。 " 作者丨胡家铭 编辑丨董子博 雷峰网获悉，今日午间，网易游戏全球投资与合作部总裁Simon Zhu（朱原）在领英上发布告别信，官宣 离开网易。 另一篇告别信显示，朱原于上周四返回杭州，与李日强进行"无缝交接"。李日强在网易内部算得上"元老 级"人物，早期加入网易负责负责《大话西游2》《梦幻西游》的市场营销，推动《梦幻西游》成为国产网 游标杆； 朱原于2012年加入网易，初期接手的第一个项目为《英雄三国》，后续主要负责海外产品引进，并晋升为 网易游戏全球投资与合作部总裁。他分管全球投资、合作及海外第一方工作室，大部分时间常驻西雅图。 在告别信中，朱原表示， "在网易游戏度过了令人难以置信的十二年后，我将带着与第一天加入时同样的 热情，为这段旅程画上句点。从事游戏行业是一种殊荣。我热爱这个行业，并相信它的未来将由那些能够 释放创造力的开拓者塑造——尤其是那些有机会突破界限、为玩家带来精彩创新体验的人。这种信念始终 指引着我前行。 感谢多年来信任我的开发者、领导者、同事和合作伙伴们。"Game On, Break Free"凝聚了这十二年的奋 斗历程。网易是我职业生涯的 ...