每日经济新闻 11月17日，由开罗社授权，雷霆和开罗社共同开发和改编的像素风模拟经营游戏《开罗游戏世界》 将开启限量删档首测。 测试平台为安卓、iOS双端，测试时间为11月17日至12月1日。《开罗游戏世 界》是根据开罗游戏系列的IP人物和经典玩法授权改编而成的游戏。据官方介绍，游戏中玩家可以解锁 无限种生活可能，还可以打造专属开罗形象，探索居民背后的故事，与好友切磋经营技巧。 雷霆游戏与开罗社联合开发的《开罗游戏世界》开启首测，标志着国内厂商与海外知名IP的深度合 作模式日趋成熟。此举通过整合开罗社的经典玩法与雷霆的本土化运营能力，旨在精准吸引怀旧玩家与 模拟经营爱好者，开拓细分市场。对游戏行业而言，这种"海外IP授权+本土联合开发"的模式，为中小 厂商提供了差异化竞争的新路径，或引发市场对经典IP价值的重估。 国盛证券指出，2025年前三季度游戏行业显著回暖，A股游戏板块营收达786.9亿元，同比增长 28.3%。驱动增长的核心因素在于：稳定的版号政策、游戏公司海外收入的快速增长，以及AI技术对游 戏研发、创新和用户体验的深度赋能。AIGC技术已全面渗透游戏开发全流程，不仅大幅提升效率，更 催生了"动态生 ...

11月17日，由开罗社授权，雷霆和开罗社共同开发和改编的像素风模拟经营游戏《开罗游戏世界》将开 启限量删档首测。测试平台为安卓、iOS双端，测试时间为11月17日至12月1日。《开罗游戏世界》是 根据开罗游戏系列的IP人物和经典玩法授权改编而成的游戏。据官方介绍，游戏中玩家可以解锁无限种 生活可能，还可以打造专属开罗形象，探索居民背后的故事，与好友切磋经营技巧。 点评：雷霆游戏与开罗社联合开发的《开罗游戏世界》开启首测，标志着国内厂商与海外知名IP的深度 合作模式日趋成熟。此举通过整合开罗社的经典玩法与雷霆的本土化运营能力，旨在精准吸引怀旧玩家 与模拟经营爱好者，开拓细分市场。对游戏行业而言，这种"海外IP授权+本土联合开发"的模式，为中 小厂商提供了差异化竞争的新路径，或引发市场对经典IP价值的重估。 ｜ 2025年11月17日星期一 ｜ NO.1 《JJ欢乐斗地主》开发商就侵权腾讯《欢乐斗地主》一事致歉 11月15日，《JJ斗地主》开发商竞技世界（北京）网络技术有限公司（以下简称"竞技世界"）发布致歉 声明。据声明内容，竞技世界于2023年9月起，在第三方App中上线了《JJ欢乐斗地主》游戏小程序。在 此 ...

Core Insights - The gaming industry in China is experiencing a high prosperity cycle, with a significant number of game approvals indicating strong demand and supply dynamics [1][2] - The approval of 159 domestic games in October is the second highest this year, reflecting ongoing growth in the sector [1] - The A-share gaming sector has seen substantial stock price increases, with the Shenwan secondary gaming index rising approximately 66% year-to-date [2] Domestic Game Approvals - In October, 159 domestic games received approval, with 73 categorized as mobile-casual and 70 as mobile games [1] - Notable games include Tencent's "八荒奇旅," 37 Interactive's "生存33天," and others from companies like ST中青宝 and 祖龙娱乐 [1] Import Game Approvals - Seven new imported games received approval in October, including "蜡笔小新" from 游族网络 [2] - The total number of game approvals this year has reached 1,441, maintaining a consistent monthly issuance rate [2] Market Performance - The gaming sector has shown strong performance, with several stocks doubling in value this year, including 巨人网络 and 吉比特 [2] - The current valuation of the gaming sector remains attractive, prompting recommendations for increased investment [1][2] Future Growth Projections - Omdia forecasts that the total revenue from game subscriptions in the Asia-Pacific region will grow from $6.5 billion to $9.4 billion between 2025 and 2029 [3] - The domestic self-developed online game market saw a 19% year-on-year growth in the first half of this year, indicating a robust recovery [3] Company Performance Highlights - Tencent reported a revenue of 364.53 billion yuan in the first half of 2025, with a 13.7% year-on-year increase, driven by its gaming and social services [4] - 祖龙娱乐 achieved a revenue of 634 million yuan in the first half of 2025, a 44.4% increase compared to the same period last year, attributed to new game launches [4] - 友谊时光's revenue reached 623 million yuan in the first half of 2025, marking an 18.5% increase, with a significant turnaround in profitability [5] - 网易 reported a net income of 56.72 billion yuan in the first half of 2025, with its gaming segment showing stable performance and growth [6]