国庆中秋双节假期临近尾声，2025广州动漫游戏盛典（AGF×CICF）也已圆满收官，从10月2日至5日， 汇聚全球千余个顶尖品牌、7000余款IP周边产品，举办超百场特色活动，共吸引超45万人次到场。 今年5月，广东重磅发布推动文化产业高质量发展六大"政策包"，涵盖影视、演艺市场、动漫影视、网 络游戏、电子竞技、网络视听等6大领域，共87条具体举措，真金白银地提供支持，为我省相关产业高 质量发展解锁全新增长密码。据南都娱乐观察，一方面，"政策包"得到了多位行业大咖的点赞与高度肯 定，另一方面，在政策扶持、区域联动和产业协同等多方助力下，以游戏和动漫为主要载体的二次元经 济更有望成为粤港澳大湾区的发展新引擎。 多个动漫游戏展在国庆假期举行 《关于推动广东动漫影视产业高质量发展的若干政策措施》明确，支持办好中国国际漫画节（广州）、 萤火虫漫展、深圳漫画节、深圳动漫节等各类动漫活动，并资助粤港澳大湾区动画电影周等影视活动。 漫展、游戏展不仅是相关企业、协会展示最新产品、服务的重要舞台，也能成为Z世代感受动漫游戏文 化的沉浸式平台，更可有效刺激假日经济、文旅资源活力，并释放消费潜能。据南都N视频记者观察， 近年来，游 ...

Group 1 - Kuro Games' first carnival attracted over 10,000 players, showcasing its IP appeal and user engagement [1] - The event's tickets sold out within minutes, indicating strong demand and brand connection [1] - The rise of offline experience economy in the gaming industry may lead to a revaluation of the sector [1] Group 2 - Zero Creation Games announced a new text adventure game based on the "Dragon Tribe" IP, in collaboration with Tencent Video [2] - The game is set to be released at the end of 2026, aiming to leverage the top-tier IP to expand its user base [2] - The trend of IP collaboration in the gaming industry is deepening, potentially accelerating resource integration and market differentiation [2] Group 3 - Tencent updated the main visual and game description for "Wilderness Origin" in response to a copyright lawsuit from Sony [3] - This adjustment reflects the increasing awareness of copyright protection within the gaming industry [3] - There is a growing market focus on compliance and risk management capabilities of leading companies [3]

Industry Trends - Amazon's report indicates that the number of global PC and console gamers reached 1.43 billion in Q1 2025, a 19% increase from Q1 2023 [2] - In five European countries and Japan, the growth rate of PC and console gamers is outpacing that of mobile gamers, with Japan's growth rate being four times that of mobile gaming [2] Company Updates - Xindong Network forecasts a revenue of 3.05 billion RMB for the first half of 2025, representing a 37% year-on-year increase, with net profit expected to exceed 790 million RMB, a 215% surge [3] - The strong performance is attributed to self-developed products like "Ragnarok M: Original Server" and "Torchlight: Infinite," which have driven revenue and gross profit to new highs [3] - Xiaohongshu's "RED LAND" event in Shanghai showcased popular IPs and marked the platform's first large-scale offline event in the gaming sector [4] - Bilibili has launched a feature allowing users to link their Steam accounts, enhancing user engagement within its community [6] - The Kuro Carnival held in Guangzhou featured interactive gaming zones and exhibitions, covering over 24,000 square meters [7] - Zhongyou Mobile announced the detention of its former studio head for serious job-related crimes, impacting the development of the game "Xianjian World" [8] - Nexon has unveiled a new single-player game titled "Woochi the Wayfarer," based on a classic Korean novel [9]

Core Insights - Kuro Game held its first large-scale offline carnival, KUROFEST, in Guangzhou, attracting over 10,000 attendees [1][3] - The event focused on immersive experiences, cultural integration, and creator engagement, featuring popular IPs like "Ningchao" and "War Dual: Paramecia" [1][3] Group 1: Event Highlights - The carnival showcased realistic game scenes, with a 1:1 recreation of classic scenes from "Ningchao" and interactive elements from "War Dual: Paramecia" [1][3] - Various cultural and public welfare initiatives were integrated, including a collaboration with the China Green Foundation for environmental projects [3] - The event featured a themed market area for fans to interact with creators, enhancing community engagement [3] Group 2: Company Background and Strategy - Kuro Game, established in 2014, has become a representative of Chinese gaming companies going global, with successful titles topping app store charts [4] - The company benefits from Guangdong's policies aimed at promoting high-quality development in the gaming industry, supporting its focus on original IPs [4] - Kuro Game aims to continue linking passion and innovation through its IPs, contributing to cultural export and digital cultural innovation in Guangdong [4]

Core Insights - Guangzhou is emerging as a new hotspot for gamers, driven by favorable policies and events that attract young consumers [2][6] Group 1: Event Highlights - The first Kuro Games Carnival in Guangzhou attracted thousands of fans, with nearly half expected to come from outside Guangdong, boosting local hospitality and dining sectors [2][4] - The carnival featured immersive experiences with popular game IPs like "Mingchao" and "Zhanduopami," creating a strong connection between online and offline gaming communities [3][5] Group 2: Cultural Integration - The event showcased collaborations between traditional culture and gaming, with activities like woodblock printing and gold lacquer techniques led by national intangible cultural heritage representatives [5] - The integration of gaming IPs with cultural elements demonstrated the strong consumer pull of the "game+" economy, enhancing the appeal of the event [5] Group 3: Policy Support and Future Outlook - Guangdong's policies promoting the integration of gaming with tourism and other industries are expected to foster new consumption patterns and stimulate local economic activity [7][6] - The summer season is identified as a key period for attracting young consumers, with multiple gaming events planned to create new consumption scenarios [7]

Group 1 - The first "Shanghai Summer International Animation Month" has been launched, featuring a collaboration of three major events: CCG EXPO, Bilibili Offline Carnival, and ChinaJoy, creating a significant summer event for "two-dimensional" enthusiasts [1][2] - The collaboration of the three events is unprecedented, allowing for interactive experiences and exchanges between attendees, such as redeeming exclusive merchandise and enjoying performances from popular IPs [2][3] - CCG EXPO showcased well-known IPs and interactive experiences, while BW focused on esports and cutting-edge technology, providing immersive experiences for fans [2][3] Group 2 - ChinaJoy will start on August 1, emphasizing technological themes and introducing a "Smart Entertainment Robot" exhibition area, along with the ChinaJoy AIGC conference and a global AI game developer competition [3] - The events attracted international participation, with CCG EXPO featuring 480 exhibitors from various countries and BW drawing attendees from over 20 countries, highlighting Shanghai's global appeal [3] Group 3 - The integration of "anime + tourism" has revitalized urban spaces in Shanghai, with initiatives like "pain boats" decorated with popular game IPs, enhancing the cultural landscape along the Suzhou River [4][5] - The "dimension corridor" along the Suzhou River and various themed events are designed to engage visitors and promote cultural tourism [5] Group 4 - The "two-dimensional" economy in Shanghai is experiencing significant growth, with a 35% increase in cultural tourism bookings and a 50% year-on-year rise in flight reservations during the BW event week [6] - Shanghai leads the nation with 15 top "two-dimensional" malls and 80 well-known brand stores, indicating a robust market presence [7] Group 5 - The development of the "two-dimensional" economy requires collaboration among cultural, commercial, and urban planning sectors to enhance the integration of events and cultural experiences [8]

Core Viewpoint - The summer gaming season of 2025 is set to be unprecedentedly competitive, with over 20 new domestic games scheduled for release in July, highlighting the industry's peak period due to increased user engagement during student vacations [2][11]. Group 1: Market Dynamics - The summer season is traditionally a golden period for the gaming industry, with significant competition expected as major players like Tencent and NetEase launch products around the same time [2][4]. - The global gaming market also experiences a peak during this period, with Chinese game developers focusing on key products for overseas markets, particularly in Asia [2][9]. Group 2: Major Releases and Strategies - Tencent's strategy includes a dual approach with the launch of "Carbon Island" on July 2, which integrates low-carbon concepts into gameplay, and "Star Resonance" on July 17, a major title in the anime genre [5][6]. - NetEase is heavily investing in PC and overseas markets, with the release of "Uncharted Star Abyss" on July 17, developed by a studio founded by Blizzard's co-founder [5][6]. - The direct competition between NetEase's "Uncharted Star Abyss" and Tencent's "Star Resonance" on the same day is anticipated to be a significant highlight of the July gaming market [6]. Group 3: Trends in Game Development - The new game lineup for July reflects two major industry trends: the continued focus on core categories by major companies and a notable recovery in the PC gaming market [9][10]. - The revival of the PC gaming market is attributed to factors such as the normalization of game licensing, the recovery of internet cafes, and the increase in cross-platform games [2][9]. - The emergence of several new PC titles indicates a shift towards differentiated product offerings, as companies seek to provide stronger gaming experiences compared to the saturated mobile gaming market [9][10]. Group 4: Competitive Landscape - The competition among major gaming companies is expected to intensify as they launch multiple products, leading to increased marketing efforts and potential user acquisition challenges [8][9]. - The upcoming releases from both large and small developers aim to capture user attention through innovative gameplay, technological upgrades, and thematic breakthroughs [11].

Core Viewpoint - The gaming industry is experiencing a surge in new game releases during the summer of 2025, driven by the availability of university students and major events like ChinaJoy, which encourages companies to showcase their new titles [3][5]. Game Releases - In June, 20 new games were launched in China, with July seeing over 20 additional titles set to release, including Tencent's "Star Resonance" and NetEase's "Unowned Star Abyss" [4][6]. - Notable games include "Limitless Machine" by Xishanju and "Carbon Island" by Tencent, both released on July 2, marking the start of the summer gaming season [4]. Market Dynamics - The gaming stock market has shown volatility, with significant gains on July 8, as companies like Iceberg Network and Giant Network saw increases of over 10% and 5% respectively [3][8]. - The approval of 757 game licenses in the first half of the year, including a record 158 in June, indicates a stable trend in the gaming industry [8]. Nostalgia and Updates - Established games are also seeing updates and new versions, such as the nostalgic version of "Fantasy Westward Journey," which has attracted significant player interest, leading to server congestion [6][7]. - The strategy of updating older games helps maintain player engagement and ensures stable revenue for gaming companies [7]. Policy Support - Various local governments have introduced supportive policies for the gaming industry, focusing on promoting game exports and integrating AI technology [8]. - The trend of regular game license approvals is expected to continue, fostering a more robust gaming environment [8]. Industry Trends - The gaming industry is witnessing a diversification of genres, with companies exploring new gameplay mechanics and AI integration [9]. - The emergence of party games like "Goose Duck" is expected to intensify competition among major players like NetEase and Tencent [9].

Group 1 - The 20th China International Comics and Games Expo (CCG EXPO 2025) has commenced, attracting 480 exhibitors globally, featuring popular IPs such as "The Lord of the Mysterious" and "War Dual Paradox" [1] - The event marks the beginning of the first "Shanghai Summer International Animation Month," uniting three major anime and game exhibitions in Shanghai for a month-long celebration for fans [1] - A highlight of this year's expo is the tabletop games segment, with over 300 tabletop game companies participating, showcasing a variety of games and interactive experiences [2] Group 2 - The "COM ICUP Creative Exchange Exhibition" aims to support and cultivate original creators, featuring a collection of original short comics titled "Past·Future·Link" by 15 young comic artists [2] - The "Magic City Dimension Pass" was launched, providing fans with a convenient and immersive experience across the three major exhibitions and associated commercial areas [2] - A map for the "Shanghai Summer International Animation Month Cultural Tourism and Business Exhibition" was also released, enhancing the event's engagement with attendees [2]

Core Viewpoint - The gaming industry in Guangzhou is experiencing significant growth, with total revenue projected to reach approximately 140.67 billion yuan in 2024, marking a year-on-year increase of about 10.5% and accounting for 43.17% of the national gaming revenue [2][26]. Group 1: Industry Overview - The gaming industry in Guangzhou is the largest in China, with over 25% of the national workforce in this sector [2]. - Guangzhou has 28 companies listed in the top 100 Chinese mini-game enterprises, the highest number in the country [2][26]. - The gaming industry is recognized for its explosive growth potential, having surpassed the combined revenues of the music and film industries globally as early as 2018 [18]. Group 2: Company Spotlight - Kuro Technology - Kuro Technology, known for its game "Ningchao," has taken a unique approach by launching a globally synchronized version of the game, a strategy not commonly adopted even by larger companies [6][11]. - The development of "Ningchao" involved over three years of research and development with costs exceeding several hundred million yuan, showcasing a high-risk, high-reward strategy [11][12]. - The game achieved over 30 million global pre-registrations and ranked highly on iOS download charts in 107 countries upon its release [11][12]. Group 3: Policy and Future Development - Guangdong province has introduced targeted policies to enhance the gaming and e-sports industry, focusing on cultural empowerment and technological innovation [28][29]. - The gaming industry is seen as a vital part of the cultural economy, with Guangzhou's cultural industry revenue reaching 604.1 billion yuan in 2024, a 4% increase year-on-year [29]. - The establishment of the "Game Valley" in the Greater Bay Area aims to create a comprehensive gaming production ecosystem, integrating research, development, and distribution [23][27].