国内公司方面，网易发布2025年Q3财报，游戏业务营收增长11.8%；米哈游旗舰款新游《Varsapura》发 布实机演示视频。 合规监管与海外方面，Roblox实装"人脸识别认证"与强制年龄认证；育碧宣布腾讯完成对其新子公司的 战略投资；苹果开放日区Siri语音助手更换。 《33号远征队》获金摇杆年度游戏 近日，游戏界大众选择奖——金摇杆奖结果正式揭晓。Sandfall Interactive开发的《光与影：33号远征 队》摘得"终极年度游戏"桂冠，并同时包揽了最佳叙事、最佳视觉设计、最佳原声带以及最佳主角/配 角表演等多项大奖。 此外，《羊蹄山之魂》获年度主机游戏，《空洞骑士：丝之歌》获年度PC游戏，《蓝途王子》获最佳 独立游戏，《侠盗猎车手6》获最受期待游戏。 宝可梦卡牌获GooglePlay年度手游 11月18日，谷歌公布了Google Play 2025 年度最佳奖项获奖名单。由The Pokémon Company与DeNA共同 开发的《PTCG Pocket》摘得"年度最佳游戏"的桂冠。此外，中国厂商库洛旗下《鸣潮》也获得"最佳持 续运营游戏"（Best Ongoing）奖项。 TGA年度游戏提 ...

Group 1 - The gaming sector is experiencing a downturn, with the gaming ETF (159869) dropping over 1% during midday trading on November 20. Notable declines were seen in stocks such as Fuchun Co., Mingchen Health, Xinghui Entertainment, Youzu Network, and Yaoji Technology, while Aofei Entertainment saw an increase [1] - Despite the recent volatility, there is a trend of increased buying as prices drop, with a net inflow of 926 million yuan into the gaming ETF over the past five trading days, bringing the total product scale to 11.461 billion yuan [1] - The nomination of "Ningchao" by Kuro Games for "Best Mobile Game" at the TGA 2025 has led to a reward distribution of "Star Voice*1000" to players, highlighting the recognition of domestic games in areas such as open-world design and narrative depth [1] Group 2 - According to a report by CICC, a favorable policy environment is fostering a new content cycle, accelerating the development of the cultural industry. The 15th Five-Year Plan emphasizes the importance of cultural prosperity as a hallmark of modernization in China [2] - The gaming industry has demonstrated potential for growth during this policy-friendly period, with a normalization in the issuance of game licenses leading to a recovery in supply-side dynamics and an increase in content richness [2] - The gaming sector is catalyzed by advancements in AI, content, and commercialization models, with the gaming ETF (159869) tracking the performance of A-share listed companies in the animation and gaming industry, presenting investment opportunities [2]

Group 1 - The mobile game "Xianxia Era" developed by Dihun Network and published by Tencent will begin a limited, non-chargeable test on November 27, 2023, for Android users, with qualification applications open until November 23, 2023 [1] - The launch of "Xianxia Era" signifies Dihun Network's entry into the competitive landscape of new games expected in Q4 2025, alongside titles like "Black Clover: Quartet Knights" and "Wasteland Dawn" [1] - "Xianxia Era" aims to differentiate itself in the Xianxia genre through its "open world + high difficulty challenges" positioning [1] Group 2 - Kuro Game's "Ningchao" has been nominated for the TGA 2025 Best Mobile Game award, prompting the company to reward players with "Star Voice *1000" as a gesture of appreciation [2] - The nomination of "Ningchao" reflects the recognition of domestic games in areas such as open world design, action mechanics, and narrative depth [2] - This marks the second consecutive year that "Ningchao" has received a TGA nomination, making it the only purely domestic mobile game to achieve this [2] Group 3 - Bilibili Games has opened recruitment for a limited test of the mobile game "Magic Craft," with applications closing on November 20, 2023 [3] - "Magic Craft" is set in a fantasy world invaded by ancient gods, where players will take on the role of a hero to defeat monsters and save the world [3] - The recruitment for "Magic Craft" indicates Bilibili Games' deeper involvement in the independent game publishing sector, enhancing its influence in the international market [3]

Core Insights - The Game Awards (TGA) announced its nominations for 2025, reflecting a mix of industry recognition and player/media controversies, highlighting the tension between developer intentions and player experiences [1] - This year's nominations appear conventional and lack significant surprises, with notable titles included in various categories [2][4] Nominations Overview - The "Game of the Year" nominees include titles such as "Light and Shadow: Expedition 33," "Death Stranding 2: Above the Abyss," "Doki Doki: Banana Power," "Hades 2," "Hollow Knight: Silksong," and "Kingdom Come: Deliverance 2" [2] - Best Narrative nominees feature "Light and Shadow: Expedition 33," "Death Stranding 2: Above the Abyss," "Soul of the Sheep Mountain," "Kingdom Come: Deliverance 2," and "Silent Hill f" [2] - Best Independent Game nominations include familiar titles like "Absolute Magic," "Balloon Battle," "Blue Path Prince," "Light and Shadow: Expedition 33," "Hades 2," and "Hollow Knight: Silksong" [4] - Best RPG nominees consist of "Oath," "Light and Shadow: Expedition 33," "Kingdom Come: Deliverance 2," "Outer Worlds 2," and "Monster Hunter: Wilderness" [4] - Best Multiplayer Game nominees include "Arc Raiders," "Battlefield 6," "Elden Ring: Nightfall," "PEAK," and "Dual Shadow Realm" [4] - The mobile game "Victory Peak" by Mutong Technology is nominated for Best Esports Game, marking its second consecutive nomination, competing against "Counter-Strike 2," "Dota 2," "Valorant," and "League of Legends" [4] - "Ming Tide" by Kuro Games is nominated for Best Mobile Game, also receiving a nomination for the second year [4] Industry Trends - The nominations this year lack significant controversy, indicating a competitive yet somewhat uninspired landscape, leading to perceptions of a "small year" for gaming due to the absence of standout titles [7] - The TGA's judging criteria, which heavily favors Western media, continues to draw criticism, particularly regarding the underrepresentation of Japanese RPGs and the growing dissatisfaction among domestic players towards the neglect of Chinese games [8][10] - Despite the criticisms, TGA maintains its status as the "Oscars of the gaming industry," with domestic companies like Tencent sponsoring the awards to gain international recognition [10]

Core Points - The Game Awards (TGA) announced its nominations for 2025, with several Chinese game developers receiving nominations, highlighting the increasing recognition of Chinese games in the global market [1][5] Group 1: Nominations and Awards - TGA features 29 regular awards, with six games nominated for "Game of the Year," including titles like "Light and Shadow: Expedition 33" and "Hades 2" [1] - "Light and Shadow: Expedition 33" stands out with 12 nominations, including "Game of the Year," "Best Game Direction," and "Best Narrative" [3] - Other notable nominations include "Ming Chao" for Best Mobile Game and "Mobile Legends: Bang Bang" for Best Esports Game, showcasing the diversity of genres represented [3] Group 2: Industry Insights - Analyst Zhang Shule noted that the frequency of Chinese games appearing at TGA is increasing, indicating a shift from occasional successes to a more consistent presence across multiple genres [5] - TGA, often referred to as the "Oscars of the gaming industry," has been held annually since 2014, recognizing excellence in various aspects of gaming [5] - The awards ceremony is set to take place on December 11 in Los Angeles, further emphasizing the event's significance in the global gaming industry [5]

会玩《原神》的AI 这两天，一款号称能玩《原神》的AI模型Lumine-Agent突然刷屏。 在B站，Lumine团队放出了总长超过25小时的8段实录视频，主要展示了AI游玩《原神》《崩坏：星穹铁道》和《鸣潮》的过程。 在实录视频中，团队公开的内容除了游戏流程实机，还包括下方的「AI思考过程」，右侧的AI鼠标键盘指令——通过这些视频，我们能比较清楚地看出 AI玩游戏的具体过程： 01 居然还知道看教程 从实机来看，Lumine不仅能顺利完成多款游戏的体验流程，还闹出了不少笑话。如果加上配音，其节目效果可能不亚于一些游戏实况UP主——看来又一 个职业要被AI威胁到了。 朝凯亚发起攻击 理直气壮地跳过《鸣潮》动画 据官网介绍，Lumine在《原神》中的应用场景包括： 1. 基础交互：能完成战斗后开宝箱、通关秘境、完成日常委托等复合操作； 2. 应对BOSS机制：可理解并应对无相之雷、风魔龙等BOSS的特定玩法，如躲避攻击、攻击弱点、拾取元素颗粒等等； 3. 精密操作：能完成飞行搜集、瞄准射击、点燃荆棘、激活元素方碑、限时挑战等复杂解谜； 4. 界面适应：可在3D探索与2D界面（如NPC交互、GUI操作）间自然切换 ...

Core Viewpoint - ByteDance has developed a new gaming agent named Lumine, capable of autonomously playing games like Genshin Impact, showcasing advanced skills in exploration, combat, and puzzle-solving [1][4][16]. Group 1: Agent Capabilities - Lumine can perform complex tasks such as dynamic enemy tracking, precise long-range shooting, and smooth character switching, effectively handling various game scenarios [4][6][10]. - The agent demonstrates strong understanding in boss battles and can solve intricate puzzles, indicating high spatial awareness [6][8][10]. - Lumine is capable of executing GUI operations and can follow complex instructions with clear prior information, enhancing its usability in gaming [12][14]. Group 2: Technical Framework - Lumine is built on the Qwen2-VL-7B-Base model, leveraging multimodal understanding and generation capabilities acquired from extensive training on web data [16]. - The agent employs a unified language space for modeling operations and reasoning, facilitating seamless integration of perception, reasoning, and action [16][19]. - Three core mechanisms are designed for Lumine: Observation Space for visual input processing, Hybrid Thinking for decision-making efficiency, and Keyboard and Mouse Modelling for operational commands [19][22][23]. Group 3: Training Process - The training process consists of three phases: pre-training for basic actions, instruction-following training for task comprehension, and decision reasoning training for long-term task execution [25][27][29]. - Lumine-Base model emerges with core capabilities like object interaction and basic combat, while Lumine-Instruct model achieves over 80% success in short tasks [26][28]. - The Lumine-Thinking model can autonomously complete long-term tasks without human intervention, showcasing its advanced planning and reasoning abilities [30]. Group 4: Performance Evaluation - In comparative tests, Lumine-Base shows over 90% success in basic interactions but lacks goal-oriented behavior in untrained areas [39]. - Lumine-Instruct outperforms mainstream VLMs in task completion rates, achieving 92.5% in simple tasks and 76.8% in difficult tasks, demonstrating superior tactical planning [41]. - Lumine-Thinking completes main story tasks in Genshin Impact with a 100% completion rate in 56 minutes, significantly outperforming competitors like GPT-5 [44][45]. Group 5: Industry Implications - The development of gaming agents like Lumine represents a significant step towards creating general-purpose AI capable of operating in complex 3D environments [50][55]. - Companies like Google are also exploring similar paths with their SIMA 2 agent, indicating a broader industry trend towards utilizing gaming scenarios for training AI [52][56]. - The belief in the eventual transition of gaming agents into real-world applications highlights the potential for embodied intelligence in various sectors [56].

Core Viewpoint - ByteDance has developed a new gaming agent named Lumine, capable of autonomously playing games like Genshin Impact, showcasing advanced skills in exploration, combat, and puzzle-solving [1][4][9]. Group 1: Agent Capabilities - Lumine can perform complex tasks in Genshin Impact, including dynamic enemy tracking, precise long-range shooting, and smooth character switching [4][5]. - The agent demonstrates strong understanding in boss battles and can solve various puzzles, such as collecting items based on environmental cues [6][12]. - Lumine is capable of executing GUI operations and can follow complex instructions by understanding prior task information [7][8]. Group 2: Technical Framework - Lumine is built on the Qwen2-VL-7B-Base model, leveraging multimodal understanding and generation capabilities from extensive web data training [9][10]. - The agent employs three core mechanisms: Observation Space for visual input processing, Hybrid Thinking for decision-making efficiency, and Keyboard and Mouse Modelling for action representation [12][14][15]. - A three-phase training process was implemented, including pre-training for basic actions, instruction-following training, and decision reasoning training, leading to high task completion rates [17][20][23]. Group 3: Performance Metrics - Lumine-Base shows a stepwise emergence of capabilities, achieving over 90% success in basic interactions but lacking goal-directed behavior [38]. - Lumine-Instruct outperforms mainstream VLMs in short-cycle tasks, achieving a success rate of 92.5% in simple tasks and 76.8% in difficult tasks [33][35]. - Lumine-Thinking demonstrates exceptional performance in long-term tasks, completing the main storyline of Genshin Impact in 56 minutes with a 100% task completion rate, significantly faster than competitors [41][42]. Group 4: Cross-Game Adaptability - Lumine-Thinking exhibits strong adaptability across different games, successfully completing tasks in titles like Honkai: Star Rail and Black Myth: Wukong, showcasing its general agent characteristics [45][46]. - The agent's ability to navigate unfamiliar environments and execute complex tasks highlights its potential for broader applications beyond gaming [45][46]. Group 5: Industry Implications - The development of Lumine reflects a trend in the industry where companies like Google are also creating agents capable of operating in 3D game environments, indicating a clear path towards embodied AGI [48][51]. - The belief in the eventual transition of gaming agents into real-world applications underscores the significance of advancements in AI and gaming technology [51].

Core Insights - The open-world gaming genre has evolved from being a niche market to a strategic necessity for major game developers, driven by the success of titles like Genshin Impact [2][6][8] - Many companies have misjudged the complexity and challenges of developing open-world games, leading to a wave of failures among those who attempted to replicate Genshin Impact's success without adequate preparation [5][7][8] Industry Trends - The demand for open-world games has been tempered by the rise of lightweight and fragmented entertainment options, making high-quality immersive experiences less appealing to some players [2][4] - Despite the challenges, there remains significant untapped potential in the open-world genre, particularly in enhancing replayability and catering to diverse player needs through innovative gameplay and themes [2][4] Competitive Landscape - The success of Genshin Impact has disrupted the industry, with its revenue reaching hundreds of billions, positioning it alongside major titles from companies like NetEase and Tencent [5][6] - Other major developers have struggled to produce comparable multi-platform open-world games, despite substantial investments and resources, highlighting the high barriers to entry in this genre [6][7] Development Challenges - The development of multi-platform open-world games requires overcoming significant technical hurdles, including latency, graphical fidelity, and user experience across different devices [5][6] - Many companies have attempted to enter the open-world space without the necessary experience or infrastructure, leading to project failures and a return to more traditional game formats [12][13] Strategic Implications - Open-world gaming is viewed as a critical strategic category that companies cannot afford to ignore, as the market dynamics shift and competition intensifies [7][8] - The industry's focus should shift from blind imitation of successful titles to a more respectful approach that acknowledges the complexities and long-term commitment required for successful open-world game development [8][9]

Core Viewpoint - ASUS Computer (Chongqing) Co., Ltd. issued an apology to Tencent Game Security ACE for a misleading video that raised concerns about software safety and computer performance among players [1][4] Group 1: Apology and Response - ASUS has removed the controversial video and is conducting an internal investigation and process review [2] - The company acknowledged that the incident stemmed from management oversights regarding the supplier team and a lack of strict content review processes [4] - Tencent Game Security expressed gratitude for ASUS's sincerity and looks forward to future collaboration to promote a healthy gaming industry and public opinion environment [4] Group 2: Product Background - Tencent Game Security ACE is a self-developed game security product focusing on comprehensive safety protection throughout the game lifecycle, serving hundreds of games and over 700 million players [6] - ACE evolved from Tencent's early anti-cheat systems and was officially launched in November 2021, transitioning into a comprehensive security solution covering anti-cheat, content security, and economic safety [6] - The controversial video claimed that the ACE anti-cheat system excessively scans the hard drive, leading to memory usage issues and performance drops in games [6] Group 3: Ongoing Issues - Despite the removal of the original video by ASUS, copies have been circulated on Bilibili, and various user-uploaded tutorials on disabling ACE continue to appear [7] - As of the report, Tencent Game Security has not provided further responses regarding the issues mentioned in the video [7]