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].

Group 1: Zhejiang Business Representatives - The entrepreneurial trajectories of ten Zhejiang business representatives reflect a micro-epic of individual resonance with the times, showcasing their resilience and technological faith in a globalized context [1] - These entrepreneurs span various industries, from beverage empires to e-commerce and renewable energy, illustrating a collective narrative of adaptation and innovation [1] Group 2: Notable Entrepreneurs - Zhong Shanshan, known as the "Water King," transformed China's drinking water landscape and successfully launched the first domestic HPV vaccine, with his company Wan Tai Biologics now valued over 100 billion [3][4] - Huang Zheng, a math genius and founder of Pinduoduo, utilized a group-buying model to tap into the "five-ring" consumer base, achieving a GMV of over 300 billion USD in three years with Temu [4] - Jack Ma, founder of Alibaba, transitioned from a disruptive internet figure to an ecological steward, focusing on environmental projects like desert afforestation while maintaining a low public profile [6] - Ding Lei, CEO of NetEase, transformed the company from an email service to a cultural empire, emphasizing innovation driven by passion and hands-on involvement in product development [7] - Li Shufu, founder of Geely, successfully acquired Volvo and expanded into electric vehicles, demonstrating a practical approach to the automotive industry [8] - Zong Qinghou, founder of Wahaha, built a beverage empire through a militarized management style and innovative marketing strategies, now adapting to younger consumer trends [9] - Lin Jianhua and Zhang Hong, a husband-and-wife team, achieved over 50% market share in the photovoltaic industry with their innovative EVA film technology [10] - Luo Ligong, founder of Hoshine Silicon Industry, adopted a vertical integration strategy to dominate the silicon material market, capturing 20% of global industrial silicon capacity [11] - Ruan Liping and Ruan Xueping, founders of Bull Group, focused on quality control in the electrical accessories market, achieving a market share of 65% in safety sockets [13] - Zhang Hejun, founder of Deye, successfully transitioned from traditional manufacturing to renewable energy, with his company's inverter products ranking among the top five globally [14]