《崩坏:星穹铁道》

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2025再出征:国产游戏不再怂了
3 6 Ke· 2025-08-26 03:49
"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: ...
为了这个 6000 亿市场,互联网大厂又“打起来”了
Sou Hu Cai Jing· 2025-08-25 15:01
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 ...
网易互娱阴阳师事业部迎重大人事变动;腾讯《追逐卡蕾多》9月海外开测丨游戏早参
Mei Ri Jing Ji Xin Wen· 2025-08-24 22:36
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 ...
伽马数据:7月中国游戏市场规模为290.84亿元 环比增长8.14% 同比增长4.62%
智通财经网· 2025-08-18 11:05
Core Insights - The Chinese gaming market reached a size of 29.084 billion yuan in July 2025, with a month-on-month growth of 8.14% and a year-on-year growth of 4.62% [1] - The growth in the gaming market is primarily driven by mobile and client games, with new and mature products contributing significantly to the revenue increase [1] Client Games Market - The client games market in China grew to 6.637 billion yuan in July 2025, reflecting a month-on-month increase of 13.13% and a year-on-year increase of 16.56% [3] - The growth was mainly attributed to mature products, new releases, and cross-platform products, with significant contributions from titles like "斗罗大陆:猎魂世界" and "大航海时代:传说" [3] Mobile Games Market - The mobile games market size reached 21.36 billion yuan in July 2025, with a month-on-month growth of 6.36% and a year-on-year growth of 0.92% [5] - Notable performances were seen in new releases and mature products, particularly "三角洲行动" and "王者荣耀," which benefited from seasonal updates and promotional activities [5] Top Games Performance - In July 2025, the top 10 mobile games saw 70% of products maintaining or improving their rankings, with "崩坏:星穹铁道" achieving the most significant rise, climbing 39 places [7] - "三角洲行动" and "蛋仔派对" also showed notable upward trends in their rankings due to successful updates and promotional events [7] iOS Download Rankings - "三角洲行动" topped the iOS download rankings in July 2025, with new IP games like "斗罗大陆:猎魂世界" and "纸嫁衣8千子树" also making significant entries [9] - "斗罗大陆:猎魂世界" achieved strong performance, ranking first in the App Store free chart shortly after its launch [14] Overseas Market Performance - The overseas market for Chinese self-developed games generated a revenue of 1.693 billion USD in July 2025, marking a month-on-month growth of 8.2% and a year-on-year growth of 6.76% [16] - "崩坏:星穹铁道" led the revenue growth in overseas markets, supported by new content and collaborations with popular IPs [18]
嚯!刚刚,张麻子陪我玩黑猴了
量子位· 2025-08-18 04:00
Core Viewpoint - The article discusses the launch and features of DouDou AI 1.0, an AI gaming companion designed to enhance the gaming experience by providing real-time assistance and emotional support during gameplay [8][56]. Group 1: Product Features - DouDou AI 1.0 utilizes real-time VLM (Visual Language Model) technology to understand game visuals and provide context-aware assistance [11][45]. - The AI can recognize various game scenarios and initiate conversations, offering gameplay tips, strategies, and emotional encouragement [12][19]. - It supports a wide range of game genres, from hardcore action games like "Black Myth: Wukong" to casual games like "Stardew Valley" [13][21]. Group 2: User Experience - Users have reported a highly engaging experience, with the AI providing real-time feedback and suggestions during gameplay, enhancing both performance and enjoyment [6][26]. - The AI's ability to analyze gameplay and provide post-game reviews adds a layer of depth to the gaming experience [28][29]. - Emotional support is a key feature, with the AI offering encouragement and maintaining a positive atmosphere during gameplay [24][36]. Group 3: Broader Applications - Beyond gaming, DouDou AI 1.0 is positioned as a versatile companion for various activities, including watching shows, shopping, and online learning [43][62]. - The AI's capabilities extend to real-time screen reading and analysis, making it applicable in multiple contexts beyond just gaming [45][46]. Group 4: Technical Insights - The AI's multi-modal perception capabilities allow it to integrate visual and auditory inputs for a more human-like interaction [47][48]. - DouDou AI 1.0 incorporates long-term memory features, enabling it to learn user preferences and provide personalized recommendations over time [52][53]. - Data security measures are in place, limiting the AI's visual recognition capabilities to specific applications, ensuring user privacy [54].
实测首款AI游戏伙伴,它甚至能陪我玩《黑神话:悟空》。
数字生命卡兹克· 2025-08-18 01:04
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].
当二次元向世界“打直球”,互联网大厂与地方政府都想接住
Tai Mei Ti A P P· 2025-08-17 03:11
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]
2025年第31周:跨境出海周度市场观察
艾瑞咨询· 2025-08-14 00:06
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]
这家A股公司出海产品,包揽国产游戏7月出海收入榜冠亚军
Nan Fang Du Shi Bao· 2025-08-13 13:28
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]
中国游戏市场交出亮眼“中报”,游戏产业已成为中国数字经济重要一环
Mei Ri Jing Ji Xin Wen· 2025-08-13 03:01
Group 1 - The Shanghai Composite Index reached 3680 points on August 13, marking the highest level since December 2021, with sectors like electronic chemicals, shipbuilding, non-ferrous metals, and power equipment leading the gains [1] - The Chinese gaming market reported a sales revenue of 168 billion yuan in the first half of the year, representing a year-on-year growth of 14.08%, with a user base of 679 million, showing a steady increase of 0.72% [1] - Self-developed games saw domestic market sales revenue grow by nearly 20% year-on-year, while overseas revenue exceeded 9.5 billion USD, indicating the gaming industry's significant role in China's digital economy [1] Group 2 - The international performance of self-developed games has improved, transitioning from low-cost reskins to high-quality originals, with titles like "Genshin Impact" and "Honkai: Star Rail" consistently ranking high in overseas app stores [2] - This growth not only contributes to foreign exchange income but also enhances China's global influence in the digital content industry [2] - The gaming sector is experiencing multiple catalysts, including AI, content, and commercialization model transformations, with gaming ETFs tracking the performance of the A-share listed companies in the animation and gaming industry [2]