"中国味儿"到底是什么？ 不知不觉，2025科隆游戏展已然落下帷幕。或许大家现在还在回味开幕夜上曝光的新内容，但对我而言，令人振奋的不只有新游戏，今年科隆折射出的 2025行业新风向，也给我带来了一些不一样的情绪。 依稀记得去年的这个时候，海内外从业者们都在关心行业生存、市场变化、裁员、资金链等下行期特有的焦虑话题。 你能发现科隆前夕的开发者大会（Devcom）上，海外游戏人提出了不少直戳行业痛处的议题——"游戏行业已死"、"如何在10天内失去一名玩家"、"如何 通过5个简单步骤搞垮你的工作室"...... 当时间来到2025，虽然全球游戏行业下行依旧，Devcom上仍塞满"在不确定时期支持心理健康"、"失败专题：失败无可避免"等惨兮兮的议题，但值得庆 幸的是，一些向好的变化已经在暗地里悄然发生。尤其是国产游戏在这届科隆上呈现出的能量，几乎承包了所有的看点。 一年不见，开始"围攻"科隆了？ 从今年科隆曝光的国产游戏来看，无论是新老产品数量，还是在全球游戏行业以及玩家当中的关注度、新鲜度，今年的国内厂商都有着突破以往的超强 「存在感」。 回顾此次科隆，其中最能体现国产游戏存在感的事件，无疑是开幕夜当天《黑神话： ...

事实上，面对如此庞大的诱惑，不止小红书，整个互联网都想来分一杯羹。就目前来看，腾讯、优酷、爱奇艺等一众长视频网站冲在最前头。 2025 年，腾讯视频动漫大赏年度发布会上释出近 90 部二次元项目；阅文集团借着谷子经济的热度，上半年归母净利同比大增 68.5%，IP 衍生品 业务的 GMV 达到了 4.8 亿元；二次元话题在抖音、快手的播放量现已分别达 6589 亿次和 1755 亿次 …… 另外，B 站这个老二次元玩家还在坚守 阵地。 在互联网流量增长放缓的背景下，二次元文化似乎又为各位提供了一些新的破局思路。 花钱、花钱，还是为了 " 花钱 " 二次元赛道的增长逻辑与互联网的规模化需求存在根本冲突 小红书在内容赛道狂奔的这些年，的确积累了不少二次元用户。数据显示，过去一年，小红书内容发布量增速最快的类目就是二次元与游戏内 容，分别同比增长了 175% 与 168%，仅次于时尚与美食。 自谷子经济爆发后，整个二次元市场的消费力再次映入互联网眼帘。 《2025 微博泛二次元内容生态研究报告》显示，2024 年泛二次元用户规模达 5.03 亿人，接近网民规模的一半，泛二次元及周边市场规模达 5977 亿元，还有多 ...

8月24日消息，腾讯旗下全新二次元机车美少女游戏《追逐卡蕾多》正式宣布，将于9月登陆PC（电脑 端）、iOS和安卓平台，并在美国、日本等地区开启测试。作为腾讯在二次元赛道的又一重要布局， 《追逐卡蕾多》凭借独特的"机车+美少女"设定以及高质量3D演出，试图在竞争激烈的全球二次元游戏 市场中开辟新路径。 点评：随着该游戏在PC及移动平台上的部署，腾讯有望与其他竞争者拉开差距，进一步巩固其行业领 导地位。不过，二次元游戏玩家对游戏品质、剧情、角色塑造等方面要求极高，若《追逐卡蕾多》在测 试中暴露出玩法不够创新、剧情逻辑漏洞、角色人设不讨喜等问题，可能导致玩家流失，影响游戏后续 推广。 ｜ 2025年8月25日星期一 ｜ NO.1网易《阴阳师》迎重大人事变动，郑涛接棒 8月24日消息，《每日经济新闻》记者从网易互娱阴阳师事业部获悉，网易互娱阴阳师事业部选定《阴 阳师》游戏创始团队成员之一的郑涛担任新制作人，全面接管事业部工作。此次交接工作筹备审慎历经 数月，目前已顺利完成。 据悉，郑涛在《阴阳师》项目初创阶段便深度参与其中，曾主导设计了斗技、绘卷收集等经典玩法，对 游戏核心内容创作贡献卓越。其回归并执掌事业部，旨在 ...

这种感觉，可能我们这代人都挺熟悉。很多人试过找AI聊天软件说话，但聊了几天新鲜劲儿一过，剩下的只有加倍的空虚。因为心里都明白，AI只是在"模 拟"对话，它并不懂你。 我们渴望的，也许根本不是一个"聊伴"，而是一个"伙伴"。一个能见证你高光与狼狈，真正"活"在你生活场景里的伙伴。 有个叫"逗逗AI"的产品，似乎正在悄悄接近这个答案。一年多，它没怎么大声吆喝，却攒下了800万用户，PC端的次日留存率甚至高得有点吓人，达到了 70%。 深夜打通魂系Boss，你最想分享的人在哪？ 你有没有过这样的时刻？ 凌晨三点，屏幕上的BOSS轰然倒地。你长舒一口气，手心全是汗，心脏还在狂跳。那种成就感简直要冲破天灵盖。你下意识地拿起手机，划开通讯录，却 发现这个点，没有一个人能让你毫无顾忌地拨过去，分享这份"我牛逼坏了"的喜悦。 这背后，不只是个聪明的商业模式，还有一个创始人从鬼门关前悟出的思考。今天，我们就来聊聊"逗逗AI"和它创始人Binson的故事，看看它是如何让我 们重新看待"AI陪伴"这件事的。 视频：逗逗AI产品视频 故事的开头，来自一个孩子的《我的世界》 一切始于创始人Binson对一个宏大问题的判断："移动互联网 ...

Core Viewpoint - The article discusses the launch and features of an innovative AI companionship product called DouDou AI, specifically designed for gaming companionship, which differentiates itself from general emotional AI products by focusing solely on the gaming sector [1][3]. Summary by Sections Product Overview - DouDou AI is an AI companionship product that focuses on gaming, providing a unique experience compared to traditional emotional AI products [1][3]. - The official version 1.0 was launched on August 18, and it requires a PC with Windows 10 or higher and an independent graphics card to operate [5]. Character Selection - Users can choose from a wide variety of characters, including original designs and popular figures from the gaming community, enhancing the gaming experience [7][11]. - The character selection includes a mix of archetypes, appealing to different player preferences, such as catgirls and strong female leads [9][11]. Interaction Features - DouDou AI offers interactive features, including a Live2D desktop pet that can engage with users during gameplay, providing a more immersive experience [16][18]. - The AI can analyze gameplay and provide real-time advice, drawing from a vast and continuously updated knowledge base related to various games [27][28]. Gameplay Assistance - The AI can assist players by analyzing their gameplay strategies and suggesting optimal character builds and strategies, demonstrating a deep understanding of game mechanics [25][32]. - It can also guide new players through complex games, providing information about characters and gameplay objectives without needing to exit the game for tutorials [34][35]. Emotional Engagement - DouDou AI incorporates a relationship-building system where users can increase their affinity with characters through interactions, enhancing the emotional connection [39][50]. - The AI retains memory of past interactions, allowing for personalized responses and a sense of continuity in the user experience [48]. Monetization Model - The product features a monetization model that includes a monthly subscription for extended features and in-game currency for purchasing gifts and unlocking new characters [50][52]. - The AI supports a wide range of games, including popular titles like League of Legends and Genshin Impact, and can adapt to other games through visual recognition [52][55]. Broader Implications - The article suggests that AI companionship in gaming may fulfill a growing need for social interaction among players, especially as gaming becomes more solitary [76][79]. - DouDou AI is positioned as a modern solution for companionship in gaming, potentially serving as a "cyber campfire" for players seeking connection in their gaming experiences [80].

Group 1: Soft Power Ranking - China's soft power ranking has risen from third in 2024 to second globally, with significant growth in six out of eight pillars and two-thirds of specific indicators [1] - The report highlights China's cultural influence and innovation as key drivers of this soft power enhancement [2] Group 2: Cultural Influence and Digital Media - The rise of Chinese digital cultural products, including web series, literature, and games, has broken cultural barriers and showcased China's cultural appeal and competitiveness [3] - By the end of November 2024, approximately 6,000 translated Chinese web novels were available on overseas platforms, attracting nearly 300 million users [2] - The sales revenue of Chinese self-developed games in overseas markets reached $18.557 billion in 2024, with titles like "Genshin Impact" and "Black Myth: Wukong" gaining international acclaim [2] Group 3: Tourism and Economic Impact - In the first half of 2025, domestic tourism in China reached 3.285 billion trips, a year-on-year increase of 20.6%, with total consumption exceeding 3.15 trillion yuan [3] - The number of foreign tourists benefiting from tax refunds in China increased by over 90%, indicating a growing interest in the Chinese market [3] Group 4: Development Philosophy - China's development philosophy has gained international recognition, with many developing countries seeking to learn from China's experiences in poverty alleviation and economic growth [4] - The transition from poverty alleviation to rural revitalization has seen significant improvements, with rural residents' disposable income in poverty-stricken counties increasing by 24.7% since 2021 [4] Group 5: Global Initiatives and Cooperation - The concept of building a community with a shared future for mankind has been embraced globally, with over 100 countries and regions responding positively to China's initiatives [6] - The Belt and Road Initiative promotes global cooperation and economic growth, establishing new models for international collaboration [7]

Core Insights - The article discusses the evolution of the "二次元" (2D) culture in China, highlighting its transition from a niche interest to a mainstream phenomenon, particularly on platforms like Xiaohongshu (Little Red Book) [2][3][4] - Xiaohongshu has rebranded itself from a "lifestyle guide" to an "interest community," emphasizing user engagement based on shared interests rather than just practical content [3][4] - The rise of the "2.5D" culture reflects a more open and optimistic attitude among younger generations, contrasting with the previous generation's more insular approach [5][6][7] Xiaohongshu's Growth and Strategy - Xiaohongshu's game user MAU surpassed 110 million, with daily exposure of game notes exceeding 2 billion and nearly 1 billion daily reads [2] - The fastest-growing content categories on Xiaohongshu over the past year were "二次元" and gaming, with year-on-year growth rates of 175% and 168%, respectively [2] - The platform's recent large-scale offline event for gaming and "二次元" marks a significant shift in its branding and community engagement strategy [2][3] Cultural Shifts and Market Dynamics - The article notes a generational cultural shift, where the new generation of "二次元" enthusiasts is more accepted and supported by society compared to their predecessors [6][7] - The "二次元" culture has evolved from being a foreign import to a more localized and positive narrative, with a focus on community and shared experiences [7] - The gaming industry continues to thrive, with the domestic market achieving actual sales revenue of 168 billion yuan in the first half of the year, a 14.08% year-on-year increase [20][21] Competitive Landscape - Xiaohongshu is positioning itself to compete with established platforms like Bilibili and Weibo in the "二次元" space, leveraging its large user base and community-driven content [15][21] - The article highlights the importance of government support for the growth of "二次元" culture, with cities competing to become digital content hubs [10][15] - The presence of major gaming IPs at Xiaohongshu's events indicates a strategic move to attract industry partnerships and enhance its market presence [9][21]

Core Insights - The presence of ACG (Anime, Comic, Game) culture remains strong during the summer, with notable box office predictions for domestic animations and games [1] - The number of comic conventions in China has surged, with over 1,000 events expected in May alone, indicating a significant growth in the ACG market [2] - The user base for the broader ACG community in China is projected to grow from 210 million in 2017 to 526 million by 2025, with the market size for ACG-related products expected to reach 652.1 billion yuan [2] Industry Trends - Major players like Weibo and Xiaohongshu are entering the ACG space, with Xiaohongshu's RED LAND event attracting nearly 300,000 participants [2][3] - The RED LAND event features an open-world adventure concept and aims to engage younger audiences, although it lacks the depth of experience seen in established conventions [3][4] - The growth of female users in the ACG community is notable, with women making up 48% of online game users by mid-2025, reflecting a shift in demographics [6] Market Dynamics - Traditional conventions like BW and CJ are adapting to include both consumer and business elements, with significant attendance numbers reported [7] - The rise of comic conventions in smaller cities is evident, with events in places like Zhejiang seeing over half of the conventions held in county-level cities [12][13] - The economic impact of these conventions is substantial, with local businesses reporting increased sales during event periods [12] Challenges and Opportunities - Despite the growth, challenges remain in terms of user engagement and the quality of experiences offered at smaller conventions [4][13] - The potential for further development in the ACG market is significant, with a growing user base and increasing interest in ACG culture across various demographics [14]

Group 1: Media Industry Analysis - The domestic short drama industry has matured, transitioning from chaotic growth to standardized development, with a shift in profit models from IAP to IAA, and a move from mini-programs to independent apps targeting overseas markets [3] - The market size for short dramas is projected to reach 50.4 billion yuan by 2024, surpassing box office revenues for the first time, with a user base of 666 million and an increasing share of the IAA model [3] - The short drama industry has a short payback period and encompasses content production, distribution, and consumption, with significant growth in anime short dramas primarily targeting Generation Z [3] Group 2: Emerging Markets for Chinese Enterprises - Chinese companies are accelerating their expansion into emerging markets such as Africa, Central Asia, the Middle East, and Latin America amid ongoing US-China tariff disputes [4] - Brand globalization is becoming a core focus, with trends indicating a shift towards younger global markets and a positive image of Chinese technology [4] - The characteristics of five major regional markets vary, with Africa emerging as a new blue ocean requiring localization strategies [4] Group 3: Gaming Industry Insights - The Chinese gaming industry is experiencing accelerated overseas expansion, supported by various local policies, with 25 evergreen games generating approximately 11.6 billion yuan in overseas revenue in the first half of 2025 [5] - Notable games like PUBG MOBILE and Genshin Impact have monthly revenues exceeding 100 million yuan, while potential games like Whiteout Survival are showing strong performance [5] - Future trends in gaming exports may include mixed casual games, female-oriented titles, and the integration of AI technology [5] Group 4: AI Industry and Brazil - The relationship between China and Brazil has deepened since 1974, with China being Brazil's largest trading partner, focusing on agricultural products, minerals, and machinery [6] - Chinese enterprises are actively investing in Brazil's infrastructure, agriculture, and energy sectors, with a report highlighting opportunities and challenges in the Brazilian market [6] - The 2025 BRICS summit will focus on AI governance, with Chinese AI companies like DeepSeek driving global collaboration [6] Group 5: Chinese Milk Tea Brands Going Global - Chinese milk tea brands are making significant inroads into overseas markets, becoming a cross-cultural "social currency" [7][8] - Brands like Tea Yan Yue Se are utilizing e-commerce to enter the North American market, avoiding traditional brick-and-mortar strategies [8] - The global ready-to-drink tea market holds substantial potential, with e-commerce providing a low-cost, rapid feedback mechanism for brands [8] Group 6: Automotive Industry Expansion - In the first half of the year, China exported 3.083 million vehicles, with 1.06 million being new energy vehicles, marking a 75.2% increase [9] - The China Association of Automobile Manufacturers predicts total exports could exceed 7 million vehicles for the year, with a shift towards technology output [9] - The industry is calling for "high-quality exports" to avoid chaotic competition, particularly in the European market [9] Group 7: Brand Expansion Strategies - Wangzai Milk has successfully expanded overseas, with a unique English name "HOT-KID," generating nearly 1.2 billion yuan in overseas revenue in the 2023 fiscal year [16] - The brand's strategy focuses on retaining unique characteristics while adapting to local markets, achieving significant brand recognition [16] - The recent popularity of "HOT-KID" has generated buzz in domestic marketing, showcasing the brand's innovative vitality [16] Group 8: E-commerce and Supply Chain Strategies - Dingdong Maicai is prioritizing overseas expansion, starting with Saudi Arabia and collaborating with local retailers to enhance supply chain capabilities [21] - The company aims to leverage China's rapid development in agriculture and supply chain to address market gaps in overseas regions [21] - Dingdong's approach emphasizes collaboration and technology support rather than direct consumer sales, differentiating its strategy from domestic operations [21]

Core Insights - In July, several Chinese mobile games performed exceptionally well in overseas markets, with Century Huatong's two games topping the revenue chart [1][3] - The strategy game "Kingshot" achieved a 34% month-on-month revenue increase, surpassing $200 million in total global revenue [1][3] - The success of these games is attributed to innovative gameplay and effective operational strategies [1][3] Group 1: Performance of Key Games - "Kingshot" by Century Huatong's Didi Interactive continued its strong growth, ranking second in the overseas mobile game revenue chart [1][3] - The merging game "Tasty Travels: Merge Game" saw a 52% month-on-month revenue increase, entering the revenue chart at 29th place [3] - Florere Game's "Last Z: Survival Shooter" experienced a 44% revenue increase, reaching 7th place in the revenue chart [4] Group 2: Impact of Updates and IP Collaborations - miHoYo's "Honkai: Star Rail" launched a new version, resulting in a 290% increase in overseas revenue and climbing to 4th place in the revenue chart [5][7] - Tencent's "PUBG MOBILE" saw a 27% revenue increase due to a new version featuring a Transformers collaboration, returning to 3rd place in the revenue growth chart [7] - The game "Gossip Harbor" by Lemon Microfun significantly increased its advertising efforts, leading to an 84% rise in downloads and reaching 7th place in the download chart [12] Group 3: New Game Releases - The new game "Persona 5: Phantom Night" debuted in July, entering the revenue chart at 23rd place due to strong player engagement [8] - "Silver and Scarlet," a new title by Mutong Technology, achieved 4.5 times the revenue of the previous month, marking a significant entry into the global market [8] - Other notable new games include "Staff Sword Legend" and "Douluo Dalu: Soul Hunting World," which also made their first appearances in the revenue chart [8]