中证报中证网讯(记者杨梓岩)记者22日获悉，全球规模最大的游戏展会科隆国际游戏展目前正在德国科 隆举办。展会官方介绍，今年有超过1500家、来自全球72个国家和地区的厂商参展，数量较去年增加 11%，包括任天堂、微软、腾讯、万代南梦宫、育碧、卡普空等知名厂商，创下科隆国际游戏展历史纪 录。 中国厂商借国际展会契机，拓展国际市场，交流技术经验。腾讯全资子公司萨罗斯带来了《命运扳 机》，为战术竞技射击类游戏带来新突破。腾讯旗下国际游戏业务品牌Level Infinite展区带来《消逝的 光芒：困兽》《沙丘：觉醒》《Exoborne》《PUBG MOBILE》四款产品。此外，本届科隆展还吸引了 来自世界各地的游戏开发者及技术团队。腾讯游戏旗下全链路AI创作解决方案——VISVISE，也在科隆 展期间首次亮相。 据了解，今年有超过50家中国游戏厂商参展，包括腾讯、米哈游、西山居、鹰角、叠纸、灵游坊、英雄 游戏等，整体数量上较去年增长32%。《王者荣耀世界》《三角洲行动》《穿越火线：虹》《命运扳 机》《明日方舟：终末地》《异环》等中国本土游戏产品在科隆国际游戏展发布了最新宣传片及消息。 其中，由腾讯自研的《三角洲行动》 ...

来源：环球网 【环球网互娱综合报道 记者 李文瑶】8月20日，全球规模最大的游戏展会之一科隆国际游戏展 （gamescom）在德国科隆开幕。展会官方介绍，今年有超过1500家、来自全球72个国家和地区的厂商 参展，数量较去年增加11%，包括任天堂、微软、腾讯、万代南梦宫、育碧、卡普空等知名厂商，创下 科隆国际游戏展历史纪录。 中国厂商方面，今年有超过50家参展，包括腾讯、米哈游、西山居、鹰角、叠纸、灵游坊、英雄游戏 等，整体数量上较去年增长32%。值得一提的是， 在当地时间8月19日晚的科隆展开幕夜直播 （Opening Night Live）上，游戏科学新作《黑神话：钟馗》压轴登场，引发现场热烈掌声。除此以 外，《古剑》《王者荣耀世界》《三角洲行动》《穿越火线：虹》《命运扳机》《明日方舟：终末地》 《异环》等8款中国本土游戏产品也在开幕夜直播上发布了最新宣传片及消息。其中，由腾讯自研的 《三角洲行动》正式公布了其主机版上线的信息，成为目前首款三端数据互通、并在全球发行的国产自 研FPS游戏。 与此同时，科隆展展会现场，几乎每一个展馆都能看到中国厂商的身影，腾讯《王者荣耀世界》展台、 Level Infini ...

Core Insights - Tencent's Q2 2025 earnings report highlighted the unexpected success of the game "Delta Action," which has rapidly climbed to the top of the industry in terms of daily active users (DAU) and revenue [1][4][10] Game Performance - "Delta Action" launched in September last year and has shown significant growth, entering the top five in industry DAU and top three in revenue [1][4] - The game achieved over 10 billion yuan in revenue in Q4 last year and currently boasts over 20 million daily active users, marking a 66% quarter-on-quarter increase [4][10] - It has become a rare dual-platform evergreen product, performing exceptionally well on both PC and mobile [4][10] Strategic Importance - Tencent's management has consistently highlighted "Delta Action" as a key contributor in every earnings report since Q3 last year, positioning it alongside major titles like "Honor of Kings" and "Peace Elite" [2][5] - The game aligns with Tencent's strategy for long-term service-oriented games (GAAS), marking it as the most successful self-developed evergreen product since "Peace Elite" in 2019 [5][20] Market Dynamics - "Delta Action" has reached a peak of nearly 200,000 concurrent users on the Steam platform and ranks among the top three in net bar popularity [6] - On mobile, it competes closely with "Peace Elite," ranking in the top three of both the App Store free and revenue charts [8] - The game has the highest average daily active accounts among new releases in the past three years [9] Revenue Structure - The strong performance of "Delta Action" has shifted Tencent's revenue structure towards self-developed products, directly enhancing the gross margin of Tencent's value-added services, which saw a year-on-year increase of 23% [10] Competitive Landscape - Tencent's management has addressed concerns regarding potential cannibalization among its flagship games, emphasizing that the shooting game genre in China remains underexploited compared to Western markets [15] - The company believes that the introduction of new gameplay modes can expand the user base rather than merely competing for existing users [15] - "Delta Action" and "Peace Elite" currently have low overlap in user demographics, reducing immediate competition [15][18] Future Considerations - Tencent aims for "Delta Action" to complement "Peace Elite," potentially attracting players interested in extraction gameplay [18] - The company holds the IP for "Delta Action," allowing for greater revenue control and operational flexibility compared to "Peace Elite," which is based on an IP controlled by a third party [20] - The competition between Tencent's internal studios could lead to significant shifts in its game development strategy, especially if "Delta Action" continues to outperform "Peace Elite" [20]

Core Insights - Level Infinite announced its participation in the 2025 Gamescom, showcasing multiple games during the event, both for on-site attendees and global viewers through the "Into the Infinite Showcase" livestream [1] Game Highlights - **Dune: Awakening**: Developed by Funcom, this game has gained global popularity since its launch. Attendees at Gamescom will have the opportunity to experience various gameplay elements and immersive environments, including encounters with the sandworm boss [3] - **Dying Light: The Beast**: The latest installment in the Dying Light series, featuring protagonist Kyle Crane, is set to release on September 19 across multiple platforms. Players will engage in a mix of open-world and survival horror gameplay, with opportunities for exclusive merchandise and experiences at the event [5] - **Exoborne**: A tactical extraction shooter developed by Sharkmob, currently in development for PC and consoles. Players will face both enemy players and unpredictable natural disasters during gameplay. Attendees can experience live gameplay and activities at Gamescom [6] - **PUBG MOBILE**: The globally popular tactical battle royale mobile game will showcase its highly anticipated 4.0 version update at Gamescom, offering players new gameplay modes and experiences [7] Event Details - The "Into the Infinite Showcase" will feature exclusive content and updates, including a presentation from 10 Chambers Studio's CEO and creative director, Ulf Andersson, about the new first-person shooter game, Den of Wolves [9] - The event will also include insights from the Dying Light series director and the creative director of Dune: Awakening, sharing the latest developments from their respective games [10][11] - The latest updates on Exoborne will be revealed during the Gamescom event [12] - The showcase will be broadcasted live on Level Infinite's official website and platforms like Twitch and YouTube on August 20, 2025 [13] Company Overview - Level Infinite is a global gaming brand under Tencent, focused on delivering engaging and authentic gaming experiences to players worldwide. The company aims to foster a community that promotes sharing and interaction among players [14]