三是在互动层面，社交游戏化正塑造社交连接方式。 以法国社交平台BeReal、Zenly为例，通过每日限时自拍挑战、出行距离排行榜与勋章奖励系统等方式，将 真实分享转化为具有规则性的互动任务，为社交活动增添游戏属性。更进一步的是，游戏本身已演变为轻 量化的社交场域，如《Roblox》以游戏为表达形式，凭借低门槛的互动设计，使"一起玩"取代传统的"先加 好友，再一起玩"，成为建立社交关系的起点。这种以共同体验为核心的瞬时连接模式，既契合Z世代对低 负担社交的内在需求，也标志着社交与娱乐边界趋于消融。 霍浩華 腾讯研究院研究员 随着全球环境不确定性增强与数字生态的持续演变，全球Z世代正在加速转向灵活且低负担的"轻社交"。这 不仅是一种行为模式的调整，更是年轻一代在复杂环境中形成的适应性策略。 这一趋势将影响全球数字服务格局，推动社交和游戏产品向轻量化迭代，并对未来数字生态构建带来重要 启示。 全球Z世代社交方式的三种转变 一是在关系层面，社交模块化特征更加突出。 Z世代的社交重心正逐渐从构建与维护稳定的泛化友谊网络，转向根据不同场景和即时需求，精准匹配轻 量、灵活且服务于单一目标的社交零件。由新京报贝壳财经与商务部 ...

Investment Rating - The report does not explicitly state an investment rating for the mobile gaming industry in East Asia Core Insights - The East Asia mobile gaming market is projected to show strong growth, with a total download of 1.93 billion in Q1 2025, marking a 3% increase from Q4 2024, indicating high player engagement and demand for new content [32][33] - In-app purchase (IAP) revenue for the region reached $625 million in Q1 2025, ranking seventh globally, showcasing significant monetization potential driven by a large user base and improved digital payment systems [32][34] - The report highlights the success of top games like "Mobile Legends: Bang Bang" in maintaining long-term user engagement and operational success in the East Asian market [19][34] Summary by Sections East Asia Mobile Gaming Overview - The report provides a comprehensive analysis of the mobile gaming market in East Asia, covering revenue and download trends, major game types, and country-specific performance [19][27] Download and Revenue Trends - In Q1 2025, Indonesia led the region with 870 million downloads, a 9% increase, while Thailand topped the revenue charts with $162 million, driven by strong digital payment infrastructure [34][35] - The overall download growth in East Asia is expected to drive player spending, establishing a foundation for revenue growth [32][33] Game Type Performance - Casual and arcade games dominate download volumes, while strategy and role-playing games lead in revenue, indicating diverse player preferences [38][40] - The report notes that games with strong social features and personalization, particularly RPGs, effectively convert player engagement into revenue [38][40] Country Highlights - Indonesia's mobile gaming market is characterized by strong performance in simulation and arcade genres, while strategy and MOBA games lead in revenue [45][46] - Thailand's market shows a diverse revenue landscape with sports games leading in income, while puzzle games see significant download growth [51][53] - Vietnam's market reflects a strong demand for diverse gaming experiences, with both local and international titles performing well [56][58] Top Games and Market Dynamics - The report lists top-performing games in the region, highlighting the impact of new titles and established franchises on market dynamics [41][59] - Games like "Garena Free Fire" and "Last War: Survival" are noted for their strong performance in downloads and revenue, showcasing the competitive landscape [41][59]