正在外界对其传言纷纷时，8月25日，《黑色信标》官方发布了最新公告，公告表示，延迟1.2版本结束 时间至10月14日，迟到了整整五十天。 近期有消息显示，《黑色信标》明昼科技大楼搬迁。 之后很长一段时间，除了复刻活动之外没有任何新内容更新。 公告一出，社区更是引发跑路猜测。从国服上线4月28日至今短短四个月左右时间，如果真的如猜测所 言实在令人唏嘘。 | 评论 161 相关 只看作者 三 热门 | | --- | | 无名 | | 实在不行咱们出个陪伴服吧 | | 你要跑路的话吱个声,我有个心理准备 | | 98楼 · 昨天 19:36 回复 | | 白猫 | | 这不就是死了 就把性价比青和最强男角色拉出来复 | | 刻再圈最后一波吗 | | 110楼 · 昨天 21:07 回复 | | 家居哥 OPC MW | | 准备跑路的征兆。 | | 1,公司搬迁,人员缩减 | | 2,新版本不能稳定更新,延后。 | | 3,复刻跳过相对弱势的,先上强势人气高的角色。 | | 你就氪吧,欢迎补充。 | | 86 楼 · 昨天 18:21 回复 | | 灯列 22024年度报告 | | 永久月卡69 | | 昨天 2 ...

"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： ...

以下文章来源于游戏葡萄 ，作者游戏葡萄君 游戏葡萄 . 有前瞻、有判断。投稿与合作：hi@youxiputao.com 一个惊喜。 作者 | 修理 来源 | 游戏葡萄 (ID: youxiputao) 坦白说，这届科隆游戏展的ONL（Op e n i n g Ni g h t Li v e 开幕之夜）真的有些沉闷，甚至 差点让我看睡着了。 不是没有令人期待的大作，只是《羊蹄山之魂》《鬼武者》《忍龙4》《生化危机安魂 曲》这些东西早就被曝光了，真是没有一点惊喜感。 所以最后主持人杰夫宣布活动结束后，现场就有不少人急不可耐地准备离开现场了。随 后杰夫急忙在那吐槽："你们为什么走了？应该留下看这个惊喜。" 而这个所谓的惊喜，就是游戏科学的新作《黑神话：钟馗》。是的，不是网传的《黑神 话：悟空》的DLC，而是全新作品。 我想应该不用我翻译什么叫惊喜了吧。 要知道，在海外游戏展前发布会或者开幕之夜这样的场合中，能被主持人说「On e Mor e Th i ng 」 ， 以 彩 蛋 压 轴 形 式 登 场 的 ， 都 是 绝 对 的 重 量 级 产 品 ， 不 是 《 战 神 》 《 神 秘 海 域》《光环》就是《马里奥 ...

Group 1 - Tencent's Saros Studio announced the tactical shooting game "Destiny Trigger" will launch in Q1 2026 on Steam and Epic Games Store, showcasing the company's stable game development pipeline and execution capabilities [1] - The game trailer demonstrated technical strength and innovative gameplay, boosting investor confidence in the product's commercialization potential, which could lead to a valuation recovery for Tencent's gaming segment [1] - Positive testing data could catalyze short-term stock price increases, especially with expectations for overseas business growth [1] Group 2 - Eagle Horn Network's "Arknights: End of the World" was revealed at the Cologne Game Show, featuring a new character that sparked global player interest, highlighting the game's unique wasteland style and open-world exploration [2] - The ongoing development and innovation of "Arknights: End of the World" enhance investor confidence in its market performance, with potential for increased brand recognition and revenue growth [2] - The existing large fanbase of "Arknights" could further drive engagement and related product sales, expanding profit opportunities for the company [2] Group 3 - Tencent's "Honor of Kings World" showcased new gameplay and real-time graphics at the Cologne Game Show, indicating substantial progress in game development [3] - The expanded gameplay could attract a broader audience, leading to higher revenue expectations for the game [3] - Successful launch and performance of the game could provide new growth points for Tencent's gaming business, positively impacting stock price and market valuation [3]

Core Viewpoint - The Chinese "ACG (Anime, Comic, Game)" gaming sector is experiencing a resurgence after a period of stagnation, with several major titles receiving approval or launching, marking a new industry peak similar to previous waves in 2015 and 2020 [1][2][5] Industry Trends - The current wave of ACG games is characterized by domestic developers no longer blindly following trends but instead focusing on developing their own intellectual properties (IPs) and integrating ACG elements with familiar game types, exploring niche markets [1][11] - The market is seeing a significant influx of new and established players, leading to a competitive environment that may result in a reshuffling of market positions [4][11] Game Launches and Performance - Notable game launches include "Victory Goddess: NIKKE," which achieved $1 billion in global revenue by January 2025, and "Pretty Derby," which returned after a 622-day hiatus, generating approximately $203 million in its first 12 days [2][3] - Other successful titles include "杖剑传说," which generated over 200 million yuan in its first month, and "最终幻想14：水晶世界," which began testing in June 2025 [3][4] Market Dynamics - The ACG gaming sector has experienced three major peaks over the past decade, with the current trend being driven by a more mature understanding of the market and player preferences [5][6] - Previous failures in the sector were often due to a lack of depth in storytelling and gameplay, leading to a "winner-takes-all" scenario where only a few titles succeeded [6][10] Cultural Shifts - The rise of "Guochao" (national trend) has allowed domestic developers to resonate more with local audiences, reducing cultural barriers and enhancing emotional connections with players [12][13] - The development of game-related merchandise is gaining traction, reflecting a shift in focus towards creating a broader ecosystem around ACG titles [12][13] Future Outlook - The current trend indicates a diversification of gameplay styles, with developers exploring various genres such as ARPG, shooting, and open-world games, which may lead to new market opportunities [11][12] - There is speculation about the potential for a "GTA-style" ACG game to emerge, with titles like "异环" and "无限大" being closely watched for their market impact [14][15][16]

Core Insights - The gaming companies in Shanghai appear to be recovering, signaling a potential new phase for the industry [1][26] Group 1: Company Performance - Eagle's new game "Pom Pom" has achieved significant success, ranking Top 3 in China and Top 10 globally on Steam with an 88% approval rating [1][2][3] - Paper Games has seen a remarkable turnaround, with its flagship store topping the sales chart on Tmall during the "618" shopping festival [5][6] - The game "Love and Deep Space" has shown strong performance, with projected revenue exceeding 6 billion yuan across all platforms in 2024 [6][7] - Heartbeat Games has reported a nearly 70% year-on-year revenue increase, reaching 3.3 billion yuan in 2024, driven by successful titles [10][12] Group 2: Industry Trends - The gaming industry in Shanghai is experiencing a collective improvement, which may indicate the beginning of a recovery cycle [26] - Despite the positive trends, many companies remain cautious regarding project launches and hiring, with a significant oversupply of talent in the job market [24][25] - The past two years saw a wave of layoffs and project cancellations across the industry, but the current signs of recovery suggest a potential shift in the market dynamics [23][26]

Group 1 - Tencent's game "Path of Exile: Ascendancy" is officially named as the Chinese version of "Path of Exile 2" [1] - Players can continue using their items from "Path of Exile" in "Path of Exile: Ascendancy" after data migration is completed [1] - Successful operation of "Path of Exile: Ascendancy" could strengthen Tencent's influence among core gamers and become a new long-term revenue growth point [1] Group 2 - Eagle Horn Network announced the start of a closed beta test for its new game "Arknights: End of the World" from April 28 to May 11 [2] - The test is a small-scale, non-billing, and data-wiping closed test limited to mobile devices [2] - If "Arknights: End of the World" performs well, it may enhance the value of the "Arknights" series and boost Eagle Horn Network's valuation [2] Group 3 - Teyon and NACON announced the independent new game "RoboCop: Rogue City" will be released on July 17 [3] - The game will introduce new weapons and flashback elements, and it is an independent title that does not require the original game to play [3] - The competitive nature of the gaming industry means that the market performance of new games is uncertain, which could put pressure on the related companies if expectations are not met [3]