Group 1 - Tencent has secured global publishing rights for SHIFT UP's new game "Project Spirits," further deepening their strategic partnership after the success of "NIKKE" [1] - "Project Spirits" is a cross-platform game developed using UE5, themed around "Eastern Fantasy," and is expected to launch globally in 2027 [1] - This collaboration strengthens Tencent's leading position in the global gaming distribution sector and reserves important IP for future revenue growth [1] Group 2 - Century Huatong's chairman Wang Ji addressed investors for the first time after the company successfully removed its delisting risk, indicating a shift in value focus towards the application layer as industry infrastructure improves [2] - The core profit structure of the company is primarily driven by "DianDian Interactive," which accounts for about two-thirds of profits, while other business segments contribute the remaining third [2] - Wang Ji's comments on the impact of the Apple-WeChat revenue sharing agreement suggest limited effects on domestic revenue, while potentially enhancing user retention and payment efficiency [2] Group 3 - Sony's "Death Stranding 2: Director's Cut" PC version has received ESRB certification, rated M for mature audiences, indicating its upcoming cross-platform release [3] - The game, which launched on PS5 on June 26, is expected to expand its user base and generate additional revenue streams for Sony [3] - This move reinforces the "console first, then PC" business model in the gaming industry, benefiting developers with strong IPs and boosting market confidence in the longevity of AAA titles [3]

Core Insights - The article discusses the success of the game "NIKKE," which has achieved significant revenue milestones and maintained a strong position in a competitive market [1][3][6] - NIKKE's growth is attributed to its ability to engage players through quality content and community involvement, particularly in the context of the summer event version [3][6][24] Revenue and Performance - NIKKE surpassed $600 million (approximately 4.3 billion RMB) in global revenue within its first year and reached $1 billion (approximately 7.2 billion RMB) after two years and three months [1] - Following the launch of its summer event version, NIKKE climbed to high rankings in various regions, including Top 2 in Japan's iOS sales and Top 3 in South Korea's iOS sales [3] Player Engagement and Content Strategy - The game has successfully maintained player interest by focusing on both "no surprises" and "pleasant surprises," which involves understanding player preferences and delivering consistent quality [7][11] - NIKKE has avoided major controversies and has been proactive in addressing player feedback, which has contributed to its stable performance [10][46] Innovation and Quality - The development team has emphasized high standards for quality, ensuring that each version introduces new content and features to meet rising player expectations [11][23] - Examples of innovation include comprehensive voice acting for all characters and events, which is uncommon in the industry, and high-quality animations that have garnered positive player reactions [14][21] Community and Creator Ecosystem - NIKKE has fostered a strong creator ecosystem, encouraging player-generated content and integrating it into official narratives, exemplified by the popularity of the character "doro" [24][26][34] - The game has implemented systematic support for creators, helping to cultivate a community that continuously produces engaging content [41][42] Global Strategy and Market Penetration - NIKKE's international success is attributed to careful market entry strategies, including collaborations with local brands and participation in cultural events to build trust and recognition [46][51] - The game has adapted its content and marketing strategies to resonate with diverse global audiences, enhancing its appeal in various regions [45][56] Long-term Sustainability - The article highlights NIKKE's approach to sustainable development in the gaming industry, focusing on a triad of research, operation, and marketing to ensure longevity [56][57]