从进榜游戏类别来看，动作类有8款进榜，冒险类手游有5款进榜，其中由灵犀互娱发行的"荒原曙光"表现亮眼，强势冲进榜单Top17。 "荒原曙光"是一款以冷兵器为核心的高自由度生存建造游戏，自首次曝光以来便引起了广泛关注，上线前预约人数已突破800万。该游戏于11月13日正式 开启公测，据七麦数据显示，自上线以来，其连续多日登上App Store冒险类免费游戏排行榜Top1。 近日，七麦数据发布了2025年11月热门游戏排行榜，其中包括热门游戏下载榜Top30和热门游戏收入榜Top30。11月手游市场百花齐放，经典IP改编新游一 经上线便获得市场热度，老牌产品靠优质内容驱动实现了新一轮爆发。热门游戏下载榜方面，Top3分别是"三角洲行动""无畏契约：源能行动"以及"王者 荣耀"。热门游戏收入榜中，"王者荣耀""三角洲行动"分别位居Top1、Top2，"无尽冬日"排名上升1位，跻身Top3。 从手游新进榜产品来看，11月共有6款产品冲进下载榜Top30，其中"百战群英""境·界 刀鸣""荒原曙光"3款游戏为该月上线的新游。在以上新游中，由字节 跳动旗下"朝夕光年"发行的"境·界 刀鸣"凭借11月的强劲表现，成功跻身榜 ...

Core Insights - The mobile gaming market in November 2025 saw a diverse range of popular games, with classic IP adaptations gaining significant traction and established titles experiencing renewed success through quality content [1] Download Rankings - The top three games in the download rankings were "Delta Force," "Fearless Covenant: Source Action," and "Honor of Kings" [1] - Six new games entered the download rankings, including "Hundred Battles Heroes," "Realm: Blade Sound," and "Dawn of the Wilderness," with "Realm: Blade Sound" achieving a strong performance, ranking 12th [1][3] - "Realm: Blade Sound," based on the popular anime "BLEACH," had over 15 million pre-registrations and topped the iOS free game chart in mainland China shortly after its launch [1][3] Revenue Rankings - "Honor of Kings" and "Delta Force" ranked first and second in the revenue rankings, respectively, with "Endless Winter" rising to third place [1][8] - Six new games entered the revenue rankings, including "Honkai: Star Rail," "Arknights," and "QQ Dance," with "Honkai: Star Rail" achieving a notable rise to 12th place following its version 3.7 update [1][8] - The 3.7 version of "Honkai: Star Rail" introduced a highly anticipated character and various engaging activities, significantly boosting player engagement and revenue [10][12] Game Design and Features - "Realm: Blade Sound" features a unique combat system that emphasizes skill coordination and replicates the original anime's battle aesthetics, enhancing both IP fidelity and gameplay experience [5] - "Dawn of the Wilderness," a survival construction game, focuses on primitive survival themes and has garnered significant attention, with over 8 million pre-registrations [6] Publisher Performance - Tencent had 11 products in the download rankings, while NetEase had 3 [8] - The success of "Honkai: Star Rail" and "Light: Encounter" indicates strong performance from both Tencent and NetEase in the revenue rankings [12][14] Market Trends - The November market performance highlights the importance of deep content innovation and refined operations as key drivers for growth in the mobile gaming sector [17]

Core Insights - Multiple games from NetEase have experienced service interruptions on the OPPO channel, affecting players significantly [2] - The cessation of services began last year with "Onmyoji: Yokai House" and has continued with several other titles, including major products like "Dream of the Westward Journey" and "The Last of Us" [2] - OPPO's customer service indicated that the service interruptions are due to the expiration of the partnership with NetEase, with no current plans for renewal [2] Industry Analysis - The high revenue-sharing model between game developers and channel providers in China, which can reach up to 50%, is significantly higher than the 30% seen in overseas markets, potentially contributing to the termination of partnerships [2] - NetEase's CEO expressed dissatisfaction with the high revenue-sharing rates during a financial call, highlighting that the current model is detrimental to the industry ecosystem [2]

Core Viewpoint - The ongoing conflict between game developers and distribution channels, particularly regarding the withdrawal of multiple NetEase games from the OPPO platform, highlights a significant shift in the gaming industry dynamics, driven by cost issues associated with Android distribution channels [1][2][3] Group 1: Game Withdrawals - Multiple NetEase games have been removed from the OPPO channel, including titles like "Onmyoji: Yokai House" and "Onmyoji: Card Game," with the latest being "Nirvana in Fire" and "Pro Evolution Soccer" [2] - The trend of withdrawing games from OPPO has escalated from smaller titles last year to major flagship products this year, indicating a broader industry shift [2] Group 2: Industry Dynamics - Analysts suggest that the era of distribution channels charging exorbitant fees is coming to an end, as game developers seek to optimize their operational strategies [3] - The situation reflects a growing trend in the gaming industry where developers are reassessing their partnerships with distribution platforms due to financial pressures [2][3]

Core Viewpoint - OPPO has ceased cooperation with NetEase for several games, leading to multiple game shutdowns on the OPPO platform, with no current plans for restoration [1][2][4]. Group 1: Game Shutdowns - Numerous NetEase games have stopped operating on OPPO's platform, including popular titles like "Dream of Jianghu" and "Onmyoji: Yokai House" [2][4]. - The shutdowns began in November 2022 and continued into 2025, with several major games announcing their exit from the OPPO platform [4]. Group 2: Company Responses - OPPO customer service confirmed the cessation of certain games due to the end of cooperation with NetEase, but did not provide details on potential partnerships with other game developers [1]. - As of the latest updates, neither OPPO nor NetEase has issued a unified statement regarding the operational strategy changes [6]. Group 3: Industry Analysis - The high revenue-sharing model of traditional Android channels, which can reach up to 50%, has been a limiting factor for game developers' profit margins [6]. - As NetEase and other game developers grow, they are increasingly negotiating better terms with distribution channels to reduce reliance on traditional platforms [6]. Group 4: Financial Performance - NetEase reported a net income of 27.9 billion yuan for Q2 2025, a 9.4% year-on-year increase, but below market expectations [7]. - The net income from games and related services was 22.8 billion yuan, reflecting a 13.7% year-on-year growth [7]. - The net profit attributable to shareholders decreased to 8.6 billion yuan compared to 10.3 billion yuan in the previous quarter and 6.8 billion yuan in the same quarter last year [7].