Core Insights - The report titled "China Game Overseas Guide - France Edition" was jointly published by Gamma Data and the China Audio-Video and Digital Publishing Association Game Working Committee, providing insights into the French gaming market for Chinese companies looking to expand [1][2]. Market Overview - The French gaming industry is in a stable growth phase, with a market size projected at €5.7 billion (approximately ¥48 billion) in 2024, reflecting a year-on-year decline of 5.8% but still marking the second-highest historical value [2][6]. - France is the third-largest gaming market in Europe, with mobile gaming experiencing rapid growth [6][21]. Talent and Education - Over 60% of gaming professionals in France have at least five years of higher education, supported by a robust educational system that produces a significant number of skilled graduates annually [4][6]. Market Segmentation - The gaming market is characterized by three main segments: console games (45% market share), PC games, and mobile games, with mobile games surpassing PC games as the second-largest segment starting in 2023 [11][17]. - The console gaming market reached a historical peak in 2023, driven by the release of major titles, but is expected to decline by 18.9% in 2024 [13][15]. Tax Incentives - France has implemented a tax rebate policy for video games since 2008, with a deduction rate of 30% for qualifying games, resulting in a total tax reduction of €322 million from 2017 to 2023 [7][9]. Player Preferences - The primary demographic of gamers in France is aged 20-35, contributing 58% of total market revenue, while older players (50+) represent 10% of the gaming population [29][32]. - French players show a strong preference for historical-themed games, with local historical events resonating more with them [36][37]. Marketing and Localization - Effective marketing strategies, including media reviews and influencer promotions, significantly influence player purchasing decisions, with 82% of users indicating that media ratings affect their buying intentions [39][41]. - All games must adhere to the "French language first" principle, prohibiting the use of English terms in game content [46][44]. Growth Potential - The mobile gaming market in France is projected to reach €1.6 billion in 2024, with an annual growth rate of 8.2%, driven by the popularity of hyper-casual games and an increase in female and older players [21][25]. - China is the largest supplier of mobile games in France, holding over 30% market share, indicating significant opportunities for Chinese developers [6][27].

若关税政策持续，任天堂或将面临价格调整压力。 5月8日，任天堂发布了2025财年财报，财报披露，游戏机Switch各型号全球累计销量已突破1.52亿台，是史上最畅销的游戏主机之一。 但2025财年（2024年4月1日至2025年3月底）的业绩数据并不亮眼，这一财年任天堂的净销售额为1.16万亿日元（约合人民币580亿元），同比下降 30.3%； 归属公司股东净利润2788亿日元（约合人民币139亿元），同比下降43.2%。 任天堂未来的盈利能力，很大程度取决于即将发售的下一代主机Switch 2。在财报中任天堂给出预测，预计Switch 2首年销量将为1500万台，另外将售出 4500万份游戏软件。值得一提的是，这一销量显著低于市场此前预期，美国关税政策的不确定性是预期调整的核心因素之一。 | | FY24 | | | --- | --- | --- | | 売上高 | 16,718 億円 | 1 | | 営業利益 | 5,289 億円 | | | 営業利益率 | 31.6 % | | | 経常利益 | 6,804 億円 | | | 当期純利益 | 4,906 億円 | | | 当期純利益率 | 29.3 0 ...