文丨马晓迪 樱花隧道 2025科隆游戏展现场人流 2025科隆游戏展参展商 2025科隆游戏展参展商 编辑丨果脯 8月20日至24日，2025年科隆国际游戏在德国科隆举行。 作为欧洲规模最大、最具权威性的综合性互动娱乐展会，科隆游戏展定位始终聚焦于游戏硬件、软件、技术及衍生内容的展示与交流，同时也是全球游戏 厂商发布新作、探讨行业趋势的重要平台。它也一度与美国E3展（已停办）、日本东京电玩展（TGS）并列为国际三大游戏展。 2025科隆游戏展 本届科隆游戏展共吸引了来自72个国家和地区的1500家参展商，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。 并且展览面积达到创纪录的23.3万平方米，内容涵盖游戏互动体验、COSPLAY表演、独立游戏、棋牌卡牌、艺术家专区以及游戏周边产品销售等多个板 块。 2025科隆游戏展展区升级 在参展商数量与展区面积双双刷新纪录的背后，我们聚焦以下七件事，或可窥见游戏产业未来竞争的方向—— 1 中国厂商参展数量创新高 今年科隆游戏展的中国厂商超50家，较去年增长32%，并且多家都到来了最新作品的展示或试玩，比如腾 ...

8月22日，2025年科隆游戏展大奖正式公布获奖名单，叠纸旗下的《恋与深空》获得最佳移动游戏奖 项。自2023年科隆游戏展首次设置"最佳移动游戏奖"以来，中国的游戏厂商就展现出一骑绝尘的姿态。 从《光·遇》到《原神》，再到《恋与深空》，国产游戏已经连续3年获得这一奖项。《恋与深空》更是 首个获得国际奖项的女性向游戏。项目组在科隆现场接受采访时透露，截至目前，《恋与深空》全球玩 家总数已经突破7000万。此外，《原神》《明日方舟：终末地》《影之刃零》均获得奖项提名，国内厂 商2PGames参与发行的《小小书店》获得"最具影响力"奖。海外游戏方面，《生化危机：安魂曲》收获 4个奖项，《纪元117：罗马和平》《咚奇刚：蕉力全开》《空洞骑士：丝之歌》等均有奖项进账。 （文章来源：每日经济新闻） 中航证券发布研报称，政策持续加码、行业景气回升与AI落地加速，正构成游戏板块的三重驱动。短 期看，版号常态化释放和暑期档新品上线将支撑业绩兑现；中期看，AI技术对研发和运营的重塑将推 动降本增效与内容升级；长期看，全球化拓展将持续打开增长空间。 ...

Core Insights - The 2025 Cologne International Game Show showcased a significant increase in the presence and influence of Chinese gaming companies, reflecting their growing confidence in entering the European market [1][2][4] Group 1: Chinese Game Presence - The number of Chinese exhibitors at the Cologne Game Show reached a record high of 50, with over 10 new companies participating [4] - Chinese game developers are increasingly focusing on original content, enhancing their international competitiveness in visual style, narrative logic, and gameplay mechanics [4] - The game "Black Myth: Wukong" by Game Science was highlighted, with its sequel "Black Myth: Zhong Kui" being a major attraction at the event [2][3] Group 2: Market Impact - Germany, as Europe's largest gaming market, has approximately 37.5 million gamers, with mobile and console platforms being the most popular [5] - Four Chinese-developed games are projected to enter the top ten mobile download rankings in Germany in 2024 [5] Group 3: Sino-European Cooperation - Chinese gaming companies are increasingly localizing their content and operations to better connect with European players, as seen with miHoYo's "Genshin Impact" [6] - Collaborations between Chinese and European game studios are on the rise, with Tencent showcasing multiple new titles developed in partnership with international IPs and studios [7] - The focus on high-quality localization and community building is seen as essential for success in the competitive European market [6][7]

2025年科隆国际游戏展20日至24日在德国科隆举办。在本次展会上，中国游戏展台分布比去年更广、规 模更大、热度更高，多款新作试玩区前排起长龙。从内容日益丰富到影响力不断提升，从积极出海到深 化中欧合作，中国游戏正以更加自信的姿态走向欧洲，迈向世界。 更加普遍的中国元素 科隆国际游戏展创办于2009年，由德国游戏行业协会和科隆展览公司主办，与美国E3游戏展、日本东 京电玩展并称为世界三大游戏展会。本次展会上，不少中国展商以大展区亮相核心位置，散发着浓厚的 中国元素，不少企业展台前人潮涌动。 在一间展厅中央，一处长20余米的方形展区格外醒目。四周以幕布围合，墙面绘有水墨画，正面写 着"影之刃零"四个大字。等待入场试玩的队伍已绕展区一圈。这款游戏由北京灵游坊研发。该公司国内 发行负责人潘安妮介绍说，这是一款仍在研的动作类角色扮演游戏，叙事灵感来自中国武侠，美术风格 结合中式水墨与西方蒸汽朋克。 来自德国哈茨地区的蒂姆在试玩机前一坐就是半个小时，仍不舍放下手柄。他和记者分享试玩感受时 说，游戏的美术风格很酷，用刀剑与敌人战斗的方式也很有趣，"我一定会在发售后第一时间购买"。 在展会上，曾推出中国首部3A游戏《黑神话 ...

Core Insights - In July 2025, 32 Chinese game publishers made it to the global mobile game publisher revenue TOP 100, collectively generating $1.95 billion, accounting for 34% of the total revenue of the TOP 100 publishers during this period [1] Group 1: Top Performers - Tencent maintained its position as the top global mobile game publisher, with a 20% increase in revenue driven by popular titles like "Honor of Kings" and "PUBG MOBILE" [2] - Point Cloud Interactive secured the second position, with a 10% revenue increase, bolstered by strong performances from "Kingshot" and "Tasty Travels: Merge Game," which saw revenue growth of 34% and 52% respectively [2] - NetEase ranked third, with a 23% revenue increase attributed to the anniversary celebration of "Party of Eggs," which doubled its income [4] Group 2: Notable Revenue Growth - miHoYo's "Honkai: Star Rail" experienced a 325% revenue surge in July, marking a new high for 2025, contributing to a 28% increase in overall revenue for the company [4] - Florere Game's new title "Last Z: Survival Shooter" saw a 44% revenue increase, helping the publisher achieve a 24% overall revenue growth [4] - Paper Games' "Love and Deep Space" reached a record high in revenue following a major update, resulting in a 33% increase in overall income [5] Group 3: Emerging Publishers - Momo Technology's flagship title "Mobile Legends: Bang Bang" continued to perform well, with a 32% revenue increase, while its new title "Silver and Scarlet" debuted strongly in the iOS download charts [6] - Youka Network's two titles, "Three Kingdoms Kill" and "Finger Mountain and Sea," saw revenue increases of 110% and 252% respectively, leading to a doubling of overall income [6] - Giant Network's "Supernatural Action Group" experienced significant revenue growth of 76%, climbing to the 29th position in the revenue rankings [6] Group 4: Additional Publishers - Other Chinese game publishers that made it to the global TOP 100 include Bilibili and Mattel163, totaling 32 publishers [7]

Industry Dynamics - Shanghai has announced a policy to pilot foreign-funded game development in the city to be treated as domestically produced games, aiming to attract international companies to establish R&D teams in Shanghai [3][4] - In June, the revenue ranking of Chinese mobile game publishers was released, with Tencent, DianDian Interactive, and NetEase leading the list [5] - The "Meta Universe Neo World" in Xuhui District, Shanghai, has officially opened, featuring a 1.9-kilometer-long street with several prominent game companies participating [6] Company Developments - Tencent has restructured its organization by establishing the K9 Cooperation Department to manage strategic cooperation with Ubisoft, while dissolving several other cooperation departments [7] - BilibiliWorld is set to take place in Shanghai from July 11 to 13, with an expected attendance of 300,000 people [8] - Perfect World announced the shutdown of its new game "Million Arthur" [9][10] Compliance and Regulation - Epic Games and Samsung reached a settlement regarding mobile installation "popup harassment," resolving previous allegations of collusion with Google [11] - The European Games Association has expressed opposition to the "Stop Killing Games" movement, which aims to prevent game developers from shutting down games and teams [11] Employment Trends - King, a mobile game developer under Microsoft, announced a 10% workforce reduction, affecting studios in London, Berlin, and Stockholm [12] Esports Achievements - GEN defeated T1 with a score of 3-2 to win the 2025 MSI Championship, marking their second consecutive title [13][14]

Core Insights - BW2025, a major event for the "ACG" (Anime, Comic, Game) community, is taking place from July 11 to July 13, 2025, at the Shanghai National Exhibition and Convention Center, attracting significant attention from fans and exhibitors alike [2][3] Event Overview - The BW2025 exhibition covers an area of 130,000 square meters, a 30% increase from the previous year, with ticket sales and attendance expected to rise by 30%, reaching an estimated 300,000 visitors [3] - The number of exhibitors has doubled to over 700, with nearly 900,000 people registering for tickets, which sold out rapidly [3] Gaming Industry Participation - Major gaming companies are showcasing their titles, including popular games like "Call of Duty Mobile" and "Rainbow Six," alongside new domestic games [4][5] - The game "Love and Deep Space" has a dedicated exhibition area and is expected to generate significant revenue, with over $229 million (approximately 1.65 billion RMB) in the first half of 2025, marking a nearly 50% year-on-year increase [4] Economic Impact - The event is driving significant economic activity in Shanghai, with a 35% increase in cultural tourism bookings during the event week and a 36% rise in train ticket searches [6] - Hotel prices near the exhibition center have surged, with some hotels experiencing price increases of over 200% compared to other weekends [8] Cultural Trends - The event reflects a growing trend in the "ACG" sector, with increasing participation from international developers and a focus on engaging younger audiences [9] - The event is part of a broader cultural movement in Shanghai, contributing to the city's summer consumption season and attracting visitors from various cities [6][9]

Core Insights - The article highlights the growing prominence of non-listed gaming companies in the mobile gaming sector, particularly in China, as they increasingly compete with established listed companies like Tencent and NetEase [1] - The data from SensorTower indicates that the top 80 mobile game publishers in China for the first half of 2025 include 27 listed companies, with many non-listed companies showing strong performance, especially in the overseas market [1] - Notably, the revenue figures for listed companies are significantly understated in the SensorTower data, as it does not account for income from the Chinese Android market [1] Company Performance - Companies like Diandian Interactive and Jiangyu Interactive have made significant strides in the SLG (Simulation Game) category, with Diandian's "Whiteout Survival" maintaining a top position in overseas mobile game revenue [6][20] - Mihayou continues to dominate the ACG (Anime, Comic, and Game) sector with titles like "Genshin Impact" and "Honkai: Star Rail," although there are no new product announcements yet [8] - Lemon Microfun has seen success with its Merge-2 games, contributing significantly to its revenue, with "Gossip Harbor" and "Seaside Escape" being major hits [9] Market Trends - The article notes a trend of non-listed companies focusing on niche markets, such as female-oriented games by Paper Games and casual games by companies like Damo Longtu [1][14] - The performance of SLG games remains strong, with companies like FunPlus and Lilith Games launching new titles that have gained traction in overseas markets [16][18] - The gaming landscape is evolving, with companies like ByteDance expanding their gaming portfolio through acquisitions and new game launches, indicating a competitive environment [12][13] Revenue Insights - The revenue contributions of various companies are detailed, with Diandian Interactive reporting $1.49 billion in H1 2025, while Lemon Microfun reported $1.11 billion [6][9] - The article emphasizes that many non-listed companies are achieving substantial revenue growth, particularly in the overseas market, which is becoming increasingly important for their overall performance [1][20] - Companies like Tap4Fun and IGG are also highlighted for their successful SLG titles, contributing significantly to their revenue streams [34][36]

Core Insights - The global mobile game revenue rankings for June 2025 have been released, with Tencent's "Honor of Kings" leading the chart despite a month-over-month revenue decline [1][2]. Group 1: Top Revenue Generating Games - "Honor of Kings" by Tencent generated $143 million in June, maintaining its top position despite a $40 million drop from May's $184 million [2]. - "Whiteout Survival" and "LastWar" closely follow, with "Whiteout Survival" earning $128 million and "LastWar" at $127 million, showing a very narrow revenue gap [2]. - "Royal Match" ranked fourth with a revenue of $117 million, marking its first drop below $120 million since June 2024 [3]. Group 2: Notable Trends and Changes - "Monopoly Go" by Scopely has stabilized around $100 million for three consecutive months, while "Candy Crush Saga" saw its revenue fall below $100 million for the first time since February, now at $97 million [3]. - "PUBG Mobile" and "Peacekeeper Elite" also experienced revenue declines, with "Peacekeeper Elite" dropping from approximately $120 million in May to about $94 million in June [3]. - "Pokémon Go" saw a significant revenue increase to over $62 million due to community events, while "Pokémon TCG Pocket" faced a decline from approximately $81 million to $56 million [4]. Group 3: Rankings Beyond the Top 10 - "Genshin Impact" by miHoYo ranked 11th with $48.8 million, while "Gossip Harbor" reached $44.2 million, marking a new high [5][6]. - "Roblox" continued to struggle with a revenue drop to $39.2 million, while "Kingshot" surged to $37.3 million, climbing 13 positions [6][7]. - "Clash Royale" by Supercell achieved a revenue of approximately $36 million, marking its best performance since December 2021 [7].

Group 1 - The article highlights significant changes in the revenue rankings of mobile games, with "Whiteout Survival" by 点点互动 maintaining the top position, while "Gossip Harbor" by 柠檬微趣 surged to second place with an 8% month-over-month increase and a 254% year-over-year increase [2][8] - 柠檬微趣's new game "Flambé: Merge & Cook" has also shown continuous revenue growth, ranking 12th in the revenue list [2] - 点点互动's SLG game "Kingshot" achieved remarkable success, ranking 5th in the overseas mobile game revenue list just three months after its launch [2][37] Group 2 - The international version of "Delta Force" saw a 36% year-over-year revenue increase and a 108% month-over-month increase, reaching nearly $30 million in revenue [5][25] - "Gossip Harbor" and "Seaside Escape" have shown strong performance, with "Gossip Harbor" achieving an estimated monthly revenue of $36 million and "Seaside Escape" exceeding $16 million [10] - The new game "Lands of Jail" by 益世界 has quickly gained traction in the overseas market, with a 68% revenue increase in May, marking its entry into the revenue rankings [39][41] Group 3 - The female-oriented gaming market is expanding, with 柠檬微趣 leading the charge through successful titles like "Gossip Harbor" and "Seaside Escape," which leverage narrative-driven gameplay and classic mechanics [7][21] - The article notes that the SLG genre is evolving, with new titles like "Kingshot" and "Lands of Jail" demonstrating the potential for innovation and market disruption [35][39] - The competitive landscape is intensifying, with established titles maintaining their positions while new entrants are emerging, emphasizing the need for continuous innovation in game development [42]