（原标题：国内游戏年收入3507亿元；上海发布游戏"沪十条"丨游戏周报） 21世纪经济报道 吴立洋 近日，一年一度的游戏产业年会在上海市徐汇区举办，年会期间发布多个行业研究报告和数据，亦有多 位从业者围绕不同主题展开论坛研讨。 报告数据方面，音数协游戏工委发布《2025年中国游戏产业报告》，2025年，国内游戏市场实际销售收 入3507.89亿元，同比增长7.68%；用户规模6.83亿人，同比增长1.35%；《中国游戏产业未成年人保护 进展报告2025》则显示，截至2025年6月底，我国19岁及以下网民规模达到2.09亿人，约占全国网民总 数的18.6%。 政策动态方面，在本届产业年会上，上海宣布即将推出支持游戏电竞产业发展十条举措（"沪十条"）， 将优质的资源精准投向关键环节，支持上海乃至中国游戏产业的高质量发展；此前，广州市天河区也发 布两项促进数字文化产业高质量发展的政策措施。 国内公司方面，网易宣布《燕云十六声》海外版玩家首月突破1500万；二次元游戏《新月同行》宣布停 止更新。 合规与海外方面，索尼腾讯《荒野起源》侵权一案达成和解；育碧收购亚马逊工作室在研4V4MOBA游 戏；日本知名游戏厂商Cyg ...

12 月 18 日，加州北区联邦法院的一纸文书，为今年游戏界最受关注的跨国纠纷画上了句号。 信息显示， 索尼已正式撤回对腾讯旗下游戏《荒野起源》的侵权起诉 。目前索尼与腾讯已达成保 密和解，双方将不再就此事发表公开评论，并在一份联合表态中称，期待未来继续携手共进。 从 7 月剑拔弩张的法律指控，到 12 月握手言和，这出大戏在短短五个月内完成了从法庭对垒到商 业利益重构的转场。 在复杂的商业语境下，这种变化，也折射出全球游戏巨头之间深刻的竞合逻辑。 剑拔弩张的法庭对垒 这场纠纷的源头可追溯至 2024 年 3 月 —— 腾讯旗下北极光工作室群已立项开发《荒野起源》 （当时名为《代号：新生》），旧金山游戏开发者大会（GDC）期间，腾讯高管向索尼提交《扩展 地平线》提案，希望获得《地平线》IP 授权开发手游；4 月，索尼拒绝该授权请求。 《荒野起源》 2025 年 7 月，索尼旗下索尼互动娱乐（SIE）正式提起诉讼，指控《荒野起源》对《地平线》系 列 IP 构成"实质性抄袭"，认为该游戏从世界观、角色形象到音乐风格都复刻了其核心创意，痛斥 其为"拙劣的仿制品"，并提出每部作品 15 万美元的法定赔偿及永久禁令。 ...

Group 1 - The core dispute between Tencent and Sony revolves around allegations of intellectual property infringement regarding Tencent's game "Wild Origin," which Sony claims has copied elements from its "Horizon" series [2][5] - In response to the lawsuit, Tencent argued that core gameplay mechanics should not be monopolized by any single company and that the infringement claims lack substantial evidence since the game has not yet been released [5][6] - After a series of negotiations, both companies announced a resolution to their dispute on December 18, 2025, deciding to refrain from further public comments and to continue their collaboration [8][12] Group 2 - The gaming industry is witnessing a shift where traditional single-purchase games are being challenged by free-to-play models, prompting Sony to develop its own online titles [10] - Tencent, known for its service-oriented games, has a strong portfolio of long-standing IPs, which positions it favorably in the current gaming landscape [12] - The collaboration between Tencent and Sony is seen as a strategic move to maximize mutual benefits rather than engaging in prolonged legal battles over a single game's IP [12]

Group 1 - Honda plans to suspend production at its factories in China and Japan due to semiconductor shortages, with a five-day shutdown starting December 29 at its joint venture with GAC Group [5][6] - NIO is implementing a new channel cooperation model where users can open stores without authorization, with sales consultants present to sell cars, marking a shift from traditional sales models [10] - GAC Group announced significant internal personnel changes, including the establishment of a new business unit for its brands Aion and Haobo, aiming for a comprehensive integration of sales channels by March 31 [11] Group 2 - Xiaomi is set to launch the Xiaomi 17 Ultra next week, featuring a new optical system developed in collaboration with Leica, aiming to enhance its position in the high-end smartphone market [12][33] - Sony has closed its factory in Huizhou, Guangdong, providing substantial severance packages to employees, as part of a strategic shift in its operations in China [23] - iRobot has filed for bankruptcy, citing inability to compete with Chinese brands, with its largest creditor being a Chinese company, indicating a significant shift in the competitive landscape of the home robotics market [40][41] Group 3 - Volkswagen has confirmed it will no longer produce new small fuel vehicles, focusing solely on electric models, as part of its strategy to comply with stricter emissions regulations [36] - Micron Technology reported strong earnings driven by high demand for AI-related products, projecting significant revenue growth in the upcoming quarters [42][43] - Nvidia has reached a settlement with Valeo regarding a former employee's theft of trade secrets, highlighting ongoing issues related to intellectual property in the tech industry [44]

2025年12月初，全球游戏行业瞩目的法律对决迎来阶段性转折。腾讯与索尼互动娱乐就《荒野起源》版 权纠纷达成临时协议，同意暂停该游戏所有市场营销及公开测试活动，并将关键听证会延至2026年1月 29日。 这场始于2025年7月的诉讼，因涉及"抄袭"边界界定、巨头战略博弈与行业知识产权保护等核心议题， 持续引发全球市场关注。 八个月后，腾讯公布自研游戏《荒野起源》，其红发女主角、机械生物横行的后末日世界观与《地平 线》系列高度相似。颇具戏剧性的是，索尼PlayStation中国官方账号曾转发该游戏宣传片并提及"未来 合作"，但随后删除动态，双方关系急转直下。 索尼在诉状中指控《荒野起源》为"拙劣复制品"，列举其角色设计（如红发女猎手形象）、核心视觉风 格（机械生物与自然共存的场景）及宣传素材构图均存在实质性相似。 腾讯则反驳称，相关元素属科幻题材通用表达，并指责索尼试图"垄断行业公共领域内容"。法律攻防 中，腾讯曾援引迪士尼"米老鼠"案例，质疑索尼对角色红发特征商标化的主张；索尼则提交35页文件驳 斥腾讯的"空壳游戏"论，强调埃洛伊形象已成为PlayStation的"来源标识"。 临时协议的战略考量：各取所需的 ...

据了解，驳回动议听证会与禁令听证会均定于2026年1月29日举行。在此之前，腾讯将于2025年12月17日提交针对索尼禁令申请的答辩书，索尼的反驳答辩 则定于2026年1月2日提交。 此前，索尼向加州联邦法院起诉腾讯，指控腾讯即将推出的游戏《荒野起源》抄袭其《地平线》系列游戏。 索尼在诉讼中称，《荒野起源》是《地平线》的"照搬克隆版"，在玩法机制、故事主题、艺术风格、机械生物设计等核心要素上高度雷同，尤其是游戏中出 现的红发女猎手形象与《地平线》主角埃洛伊高度相似，可能造成玩家混淆。 据媒体报道，近日，索尼与腾讯就《荒野起源》侵权《地平线》系列一案达成临时协议。 双方提交的法庭文件显示，在2026年初举行关键听证会之前，腾讯同意暂停《荒野起源》所有市场推广活动和公开测试活动，并承诺游戏不会在2027年第四 季度前发售。 诉讼发起后，该游戏已陆续下架Steam页面、修改部分美术素材，并低调推迟发行计划。 ...

Group 1 - OpenAI CEO Sam Altman has declared a "red alert" to prioritize the rapid improvement of ChatGPT, delaying other projects such as autonomous AI agents and advertising [1][2] - The urgency for ChatGPT upgrades is partly due to Google's strong re-entry into the AI space with its Gemini 3 model, which has received positive reviews for its reasoning and programming capabilities [1][3] - Altman has encouraged temporary team reallocations and plans to communicate daily with the teams responsible for ChatGPT enhancements [3] Group 2 - A new version of the ChatGPT app for iPhone may integrate with Apple Health, allowing access to user health data for personalized fitness plans [3][4] - The integration could enable ChatGPT to analyze users' overall health by accessing data such as heart rate and weight, and provide tailored exercise plans [4][5] Group 3 - NVIDIA announced a $2 billion investment to acquire shares in Synopsys, aiming to expand their strategic partnership to drive innovation in engineering and design across industries [7] - The collaboration will focus on GPU-accelerated engineering solutions, including AI capabilities and digital twin technology, to enhance simulation speed and scale [7] Group 4 - Tencent has agreed to pause all marketing and public testing of its game "Light of Motiram" amid a legal dispute with Sony over copyright infringement related to the "Horizon" series [10][11] - The case is set for a significant hearing in early 2026, with both companies seeking to resolve the matter through legal channels [10][11] Group 5 - Transsion Holdings has submitted an application for an H-share listing on the Hong Kong Stock Exchange, aiming to expand its market presence as a leading smartphone provider in Africa [12] - The company has sold over 201.4 million mobile phones in 2024 and has a strong user base with over 270 million monthly active users [12]

Core Viewpoint - Tencent is shifting its focus towards "evergreen games" as a strategic response to the changing dynamics in the gaming industry, particularly in light of recent legal challenges and market conditions [4][6][21]. Group 1: Evergreen Games Strategy - The term "evergreen games" refers to projects that have sustained popularity and revenue over time, with Tencent defining them as games generating annual revenue of at least 4 billion RMB and maintaining a daily active user (DAU) count of over 5 million for mobile games [6][7]. - Tencent currently has 14 games that meet the evergreen standard, including flagship titles like "Honor of Kings" and "Peacekeeper Elite" [7][11]. - The gaming industry has experienced a significant downturn since 2020, leading to a reduction in new project launches and a scarcity of blockbuster games, which has prompted Tencent to focus on maximizing the potential of its existing evergreen titles [7][12]. Group 2: Market Dynamics and Challenges - The gaming industry is facing a cyclical downturn, with a shift in player preferences towards diverse entertainment options such as live streaming and short videos, making the development of evergreen games a necessity for survival [43][44]. - Tencent's investments in content-heavy games and large-scale projects have not yielded the expected returns, leading to a strategic pivot back to platform games that leverage its established social networks and user bases [21][25][44]. - The company has faced significant challenges in developing new content-driven games, as evidenced by the high costs and risks associated with such projects, which have led to a preference for investing in existing successful titles [27][31]. Group 3: Development and Innovation - Tencent's approach to game development emphasizes the importance of industrialized processes and the ability to produce engaging content consistently, which is crucial for maintaining player interest in evergreen games [40][41]. - The company has recognized that the success of its evergreen games relies not only on strong operational strategies but also on the capability of development teams to deliver interesting content regularly [10][12]. - Tencent's historical investments in various game genres, including first-person shooters and MOBA games, have positioned it well to capitalize on the evergreen game strategy, as these genres typically have higher player retention rates [34][40].

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]

Group 1 - Tencent is facing simultaneous lawsuits both domestically and internationally, with Sony accusing Tencent of copying its game "Horizon" in the game "Wild Origin" and filing a lawsuit in California federal court [2] - A player of "Honor of Kings" has sued Tencent over the game's matchmaking system, claiming it lacks transparency and demanding the disclosure of algorithm weight parameters, with the case set to be heard on August 12 in Shenzhen [2] - The player alleges that after winning streaks, the system intentionally matches them with "actor teammates" or higher-ranked opponents, resulting in a win rate that hovers around 50% [2] Group 2 - Tencent's official response denies manipulating win rates, stating that the goal is to achieve "evenly matched games," attributing winning and losing streaks to player skill fluctuations or opponent strategy adjustments, unrelated to the algorithm [2] - The lawsuit has garnered significant public attention due to the popularity of "Honor of Kings," with related topics on Douyin exceeding 1 billion views, sparking debates about whether game algorithms are "black boxes" and if core algorithms are considered trade secrets [2] - According to the Consumer Rights Protection Law, consumers have the right to know the true conditions of the products or services they purchase, which may impact the outcome of the lawsuits regarding algorithm transparency [3]