Group 1 - The National Press and Publication Administration approved 147 domestic games and 11 imported games, indicating a normalization in the issuance of game licenses, which is expected to drive demand in the gaming industry [1] - Major companies like Tencent and NetEase have key products in the approved list, with Tencent's "Crossfire: Rainbow" and NetEase's "No Master Star Abyss" set to enhance their market presence [1] - The upcoming summer season is anticipated to see a surge in new game launches, boosting the overall sector's activity [1] Group 2 - Gansu Provincial Department of Culture and Tourism partnered with NetEase's single-player game "Return to Tang" to promote the digital representation of historical culture, exemplifying the integration of gaming and cultural tourism [2] - The collaboration follows the success of "Black Myth: Wukong," which significantly increased tourism interest in Shanxi Province, showcasing the potential of games to drive local tourism [2] - This partnership may establish a closed-loop model of "game development - cultural tourism linkage - game derivatives" for future projects [2] Group 3 - The daily active users (DAU) for "Metro Escape" mode in "Peacekeeper Elite" surpassed 37 million during the May Day holiday, indicating strong engagement and market validation for the battle royale genre [3] - This performance highlights a shift in the gaming investment landscape, where the focus is moving from channel dominance to content quality [3] - The gaming industry has experienced significant fluctuations in 2023, with investors increasingly concerned about balancing DAU and profit margins [3]

搜打撤赛道居然还有高手？ 6月24日，《和平精英》首次公布了"地铁逃生"模式的DAU成绩—— 五一当日超3700万 。 几乎是直白的，这款腾讯游戏于射击市场的主力基本盘产品突然拆开了多个关于头部大DAU游戏和游戏产业变化的盲盒。 其一，"地铁逃生"以新品类游戏模式形态取得的DAU规模已领先于绝大多数独立游戏产品。这说明近四个季度中，连续录得增长的"旗舰长青"产品， 不止 因为成熟内容版块的生命力，也因为切实抓住了品类风口。 即便是运营多年，有生态固化、研发惯性嫌疑的 头部大DAU产品，仍有内容转向和应对市场变化的成功率。 其二，3700万也是目前已知的搜打撤品类市场中最高，且断层式地，数倍领先于上线不满一年的千万级DAU高热新品。搜打撤，这个被视作射击游戏乃至 整个产业的增量品类，还未行至正面的用户抢夺阶段，长线看来确有成为新一代基本盘品类的潜力。且相较于此前如战术竞技、开放世界、二次元等风口细 分品类的规模化路径， 如今更高效的"大众化玩法培育"正发生在头部品牌生态之内 ，而非老式的新品"千X大战"。 拥有生态优势的头部产品对风口的把控力可能处在增强趋势 ，"害怕错过XX"式的巨头焦虑似乎可以稍作舒缓。 当 ...