Domestic Company News - Kaiying Network plans to launch its female-oriented AI companionship application "EVE" by the end of this year, which features a unique "real-world perception module" to enhance user experience [3] - NetEase's "Dahua Xiyou" mobile game has launched a "free trading server" to revolutionize traditional turn-based mobile games, aiming to maximize asset preservation [4] - Point Touch Technology reported a significant recovery in its performance for the first half of 2025, with revenue of 421 million and a net profit of 102 million, marking year-on-year increases of 57.32% and 115.27% respectively [5] - Chuangmeng Tiandi's mobile game "Kalabichiu" has surpassed 8 million pre-registrations and is set to officially launch on the domestic mobile platform in October [6] Compliance and Regulation - Zulong Technology was ordered to pay 150,000 yuan for trademark infringement and unfair competition, as the court found that its actions led to user confusion [9] Overseas Developments - Microsoft is seeking a "China Business Development Manager" for Xbox, indicating its intent to strengthen its presence in the Chinese gaming market and enhance partnerships with local developers [11] Esports News - BLG won the 2025 LPL annual championship by defeating TES with a score of 3-2, securing their position as the number one seed for the 2025 global finals [12]

Group 1 - Tencent's "Delta Action" anniversary celebration will take place on September 21, featuring offline experiences, online live streaming, and the "2025 Fire World Cup Finals" [1] - The anniversary event is expected to drive significant revenue growth, similar to the "100 billion subsidy" during the May Day holiday, through limited skin sales and event-related collaborations [1] - The capital market has formed clear performance expectations, positioning Tencent's FPS segment as a potential catalyst for investor interest [1] Group 2 - Xinghui Games has launched the pre-selection state feature for its mobile game "Three Kingdoms: Strategy of the Nine Provinces," enhancing user retention and optimizing the alliance experience [2] - This feature allows alliance leaders to secure servers and birth states once their alliance reaches 80 members, facilitating a smoother entry for players during the public test [2] - Xinghui Games' strategic focus on deepening classic products is evident in the pre-launch preparations for "Three Kingdoms: Strategy of the Nine Provinces," aimed at strengthening user loyalty amid intense market competition [2] Group 3 - Chuangmeng Tiandi's mobile game "Kara Bichu" has surpassed 8 million pre-registrations ahead of its official launch in October, indicating strong market anticipation for domestic innovative shooting games [3] - The game has already demonstrated international potential by being the first domestic shooting game to participate in the Saudi eSports World Cup, enhancing its global value [3] - The company's dual strategy of "self-developed + overseas distribution" is expected to clarify its profit structure, with a focus on both new product contributions and stable cash flow from classic products [3]

Group 1 - Tencent's "Delta Action" anniversary celebration will take place on September 21, featuring immersive experiences, live streaming, and the "2025 Fire World Cup Finals" [1] - The anniversary event is expected to drive significant revenue growth, similar to the "100 billion subsidy" during the May Day holiday, through limited skin sales and event-related merchandise [1] - The capital market has formed clear performance expectations, positioning Tencent's FPS segment as a potential catalyst for investor interest [1] Group 2 - Xinghui Games has launched the pre-selection state feature for its mobile game "Three Kingdoms: Strategy in the Nine Provinces," enhancing user retention and market potential [2] - The pre-selection feature allows alliance leaders to secure servers and birth states, improving the overall gaming experience [2] - This strategic move reflects Xinghui Games' commitment to deepening its classic product development capabilities amid intense market competition [2] Group 3 - Chuangmeng Tiandi's mobile game "Kara Bichu" has surpassed 8 million pre-registrations ahead of its October launch, indicating strong market anticipation [3] - The game is positioned as a key product in the company's "self-developed + overseas distribution" strategy, showcasing its potential in the global market [3] - The successful international launch of "Kara Bichu" highlights the company's ability to accumulate global operational experience, with plans to integrate compliant stablecoin payment systems [3]

Group 1 - Bilibili's mobile game "Three Kingdoms: Strategizing the World" introduces a new GVG gameplay mode called "Kingdoms' Contest" and plans to launch a GVE mode "Subduing the Rebels" [1] - The game will feature a crossover with the national comic "Fire Phoenix Liao Yuan," allowing players to obtain a limited appearance of "Xiao Meng × Diao Chan" for free [1] - The content upgrade occurs just three months after the game's public launch, indicating Bilibili's commitment to heavy operation [1] Group 2 - Chuangmeng Tiandi announces that its self-developed mobile game "Kara Bichu" will officially launch on all platforms in October [2] - The game is a key part of Chuangmeng Tiandi's dual strategy of "overseas premium distribution + self-developed breakthroughs," aiming to differentiate itself in the competitive two-dimensional market [2] - The success of "Kara Bichu" could validate the company's strategic focus, especially as its current P/E ratio is lower than leading competitors [2] Group 3 - Indian unicorn Hike officially shuts down following a ban on real-money gaming, becoming a significant event after the implementation of the country's online gaming promotion and regulation bill in 2025 [3] - The new law prohibits all online games involving real money transactions, with violators facing severe penalties, which directly impacts Hike's revenue model [3] - Hike's founder, Kavin Bharti Mittal, acknowledged the need for a complete capital restructuring for global expansion, indicating that the current situation is not the best use of capital and time [3]

Group 1 - Tencent's game "Code Name: Cookie Man" has officially started testing recruitment, with expectations to launch testing in mid to late July 2025. The recruitment requires players to have experience in action or card games [1] - If "Code Name: Cookie Man" proves the viability of its "cute + strategic competition" gameplay during testing, it could become a new flagship for Tencent in the casual gaming sector, potentially leading to a reevaluation of the entire casual competitive market by capital [1] - The success of this game could increase attention on similar products from smaller developers, while also highlighting Tencent's resource integration capabilities in the agency publishing sector [1] Group 2 - Hero Game's "Double Helix" has concluded its third test, which began on June 12, 2025, and provided a detailed summary and optimization plan. This test was a limited, paid, and deleted test covering both PC and mobile platforms [2] - The focus on optimizing player experience in the summary is crucial for enhancing player satisfaction and retention rates. A balanced difficulty, convenient controls, and engaging storylines could lead to a stable active user base, which is vital for revenue growth [2] - A stable active user base indicates higher payment potential, which is essential for Hero Game's financial performance [2] Group 3 - Chuangmeng Tiandi's highly anticipated mobile game "Kara Bichu" has announced its long corridor test starting on July 10, 2025, and lasting until July 19, 2025. This test is a limited paid deletion test and is only open to Android platforms [3] - If the long corridor test receives positive player feedback and attracts a large number of participants, it could enhance market expectations for the future commercialization prospects of "Kara Bichu" [3] - Good performance in testing may draw more investor attention to Chuangmeng Tiandi and provide growth potential for revenue after the official game launch, boosting investor confidence in the company's future performance [3]