放在以前，暑期档向来是一年里新品战况最为惨烈的时段，但对比2024，今年大家那股针尖对麦芒的火药味反倒收敛了不少。 从今年49家厂商放出的59款产品来看，即便2025暑期档依旧大作扎堆，可相较于去年同期的《三角洲行动》《绝区零》《燕云十六声》《黑神话：悟空》 等一众爆款，今年暑期档的确少了一些能够"一锤定音"的产品。 究其原因，我认为这跟2024年游戏行业"研发收缩"的趋势离不开关系——据游戏那点事统计，2024年大概有7成（67.6%）的上市游戏公司降低研发费用。 如果把这批厂商合起来算，那平均每家的研发支出更是有着2成（20.79%）的同比减少。 好在，24年的"研发收缩"趋势对25年市场大盘的影响存在一定滞后性，如果现在我们把目光拉回到2025年这59名暑期档"选手"，就不难发现其中仍有不少 具备爆款相的潜力新游。 借此机会，我们也来好好唠一唠2025年的暑期档，看看都有哪些产品能够在这个"游戏小年"突出重围。 | | | 2025年暑期档新品 | | | | --- | --- | --- | --- | --- | | | | | | 整理及制图:游戏那点事 | | 厂商 | 产品 | 游戏类型 | ...

Core Viewpoint - The summer gaming season of 2025 is set to be unprecedentedly competitive, with over 20 new domestic games scheduled for release in July, highlighting the industry's peak period due to increased user engagement during student vacations [2][11]. Group 1: Market Dynamics - The summer season is traditionally a golden period for the gaming industry, with significant competition expected as major players like Tencent and NetEase launch products around the same time [2][4]. - The global gaming market also experiences a peak during this period, with Chinese game developers focusing on key products for overseas markets, particularly in Asia [2][9]. Group 2: Major Releases and Strategies - Tencent's strategy includes a dual approach with the launch of "Carbon Island" on July 2, which integrates low-carbon concepts into gameplay, and "Star Resonance" on July 17, a major title in the anime genre [5][6]. - NetEase is heavily investing in PC and overseas markets, with the release of "Uncharted Star Abyss" on July 17, developed by a studio founded by Blizzard's co-founder [5][6]. - The direct competition between NetEase's "Uncharted Star Abyss" and Tencent's "Star Resonance" on the same day is anticipated to be a significant highlight of the July gaming market [6]. Group 3: Trends in Game Development - The new game lineup for July reflects two major industry trends: the continued focus on core categories by major companies and a notable recovery in the PC gaming market [9][10]. - The revival of the PC gaming market is attributed to factors such as the normalization of game licensing, the recovery of internet cafes, and the increase in cross-platform games [2][9]. - The emergence of several new PC titles indicates a shift towards differentiated product offerings, as companies seek to provide stronger gaming experiences compared to the saturated mobile gaming market [9][10]. Group 4: Competitive Landscape - The competition among major gaming companies is expected to intensify as they launch multiple products, leading to increased marketing efforts and potential user acquisition challenges [8][9]. - The upcoming releases from both large and small developers aim to capture user attention through innovative gameplay, technological upgrades, and thematic breakthroughs [11].

Core Viewpoint - The gaming industry is experiencing a surge in new game releases during the summer of 2025, driven by the availability of university students and major events like ChinaJoy, which encourages companies to showcase their new titles [3][5]. Game Releases - In June, 20 new games were launched in China, with July seeing over 20 additional titles set to release, including Tencent's "Star Resonance" and NetEase's "Unowned Star Abyss" [4][6]. - Notable games include "Limitless Machine" by Xishanju and "Carbon Island" by Tencent, both released on July 2, marking the start of the summer gaming season [4]. Market Dynamics - The gaming stock market has shown volatility, with significant gains on July 8, as companies like Iceberg Network and Giant Network saw increases of over 10% and 5% respectively [3][8]. - The approval of 757 game licenses in the first half of the year, including a record 158 in June, indicates a stable trend in the gaming industry [8]. Nostalgia and Updates - Established games are also seeing updates and new versions, such as the nostalgic version of "Fantasy Westward Journey," which has attracted significant player interest, leading to server congestion [6][7]. - The strategy of updating older games helps maintain player engagement and ensures stable revenue for gaming companies [7]. Policy Support - Various local governments have introduced supportive policies for the gaming industry, focusing on promoting game exports and integrating AI technology [8]. - The trend of regular game license approvals is expected to continue, fostering a more robust gaming environment [8]. Industry Trends - The gaming industry is witnessing a diversification of genres, with companies exploring new gameplay mechanics and AI integration [9]. - The emergence of party games like "Goose Duck" is expected to intensify competition among major players like NetEase and Tencent [9].

每经记者｜张梓桐 每经实习编辑｜余婷婷 ｜2025年6月16日 星期一｜ NO.3 散爆网络《少女前线》发布道歉声明 近日，散爆网络《少女前线》发布公告称："在6月12日《少女前线》开服后，游戏内出现了服务器卡 顿、掉线及CODE 3报错等各种问题，给各位指挥官带来了非常糟糕的游戏体验。为此，项目组全体向 各位指挥官致以最诚挚的歉意。"公告称，此次服务器异常问题，其核心原因在于对承压能力的预估有 误，导致在开服后服务器后台无法承受大量的访问请求，出现各种问题。 点评：《少女前线》系列是散爆网络的核心产品，若此次事故叠加此前《少前2》的争议，可能削弱市 场对其后续产品（如《逆向坍塌》）的信心。散爆若有融资或上市计划，技术事故可能让潜在投资者更 关注其基础设施投入和运维能力。 6月15日消息，莉莉丝自研的射击游戏《远光84》宣布定档7月测试。本次测试开放PC（个人计算机） 和移动端，同时也会放出第一人称视角影片。 点评：莉莉丝作为国内知名游戏厂商，其重磅产品《远光84》的测试可能引发市场对"游戏+AI（人工 智能）+电竞"概念的关注。若暑期档表现强劲，可能带动相关游戏股的短线交易情绪。 NO.2 网易回合制抓宠手 ...

今年的游戏暑期档竞争又即将打响了。 虽然相比起去年的《地下城与勇士：起源》《燕云十六声》，今年准备在暑期上线重磅产品似乎要少一些，不过当中仍有一些值得关注的新品。比如鹰角 网络推出了首款买断制的多人合作主机游戏《泡姆泡姆》，被视为国产主机游戏中「村里第二个大学生」的《明末：渊虚之羽》也准备在暑期上线。此外 包括腾讯、网易、灵犀互娱、莉莉丝、沐瞳等公司都有可能在暑期发布新品的计划。 游戏新知根据App Store的预订信息整理了部分可能在暑期档上线的新游戏。需要留意的是，游戏的上线时间可能会出现变动，相关消息仅供参考。 | | | 2025年暑期档新品 | | | | --- | --- | --- | --- | --- | | | | 制图:游戏新知(youxixinzhi) | | | | 序号 | 游戏 | 研发/发行 | 游戏类型 | 预计上线时间 | | 1 | 泡姆泡姆 | 鹰角网络 | 多人合作平台冒险 | 6月2日 | | 2 | 冰汽时代:最后的家园 | 网易 | 末日生存经营 | 6月5日 | | 3 | 黎明飞驰 | 疾行工作室 | 竞速 | 6月5日 | | 4 | 龙魂旅人 | 紫龙 ...

Core Insights - The gaming companies in Shanghai appear to be recovering, signaling a potential new phase for the industry [1][26] Group 1: Company Performance - Eagle's new game "Pom Pom" has achieved significant success, ranking Top 3 in China and Top 10 globally on Steam with an 88% approval rating [1][2][3] - Paper Games has seen a remarkable turnaround, with its flagship store topping the sales chart on Tmall during the "618" shopping festival [5][6] - The game "Love and Deep Space" has shown strong performance, with projected revenue exceeding 6 billion yuan across all platforms in 2024 [6][7] - Heartbeat Games has reported a nearly 70% year-on-year revenue increase, reaching 3.3 billion yuan in 2024, driven by successful titles [10][12] Group 2: Industry Trends - The gaming industry in Shanghai is experiencing a collective improvement, which may indicate the beginning of a recovery cycle [26] - Despite the positive trends, many companies remain cautious regarding project launches and hiring, with a significant oversupply of talent in the job market [24][25] - The past two years saw a wave of layoffs and project cancellations across the industry, but the current signs of recovery suggest a potential shift in the market dynamics [23][26]

Core Insights - The article discusses the transition of Lilith Games with its new game "Farlight 84," which is seen as a crucial response to the company's shift towards achieving a high Daily Active User (DAU) count after the failure of "Party Life" [1] - "Farlight 84" is an export-to-domestic game that has undergone significant adjustments and is expected to launch in the summer, marking the final sprint phase [1] Industry Context - The current leading trend in the domestic FPS market is the "mole digging" gameplay, with "Delta Force" continuing to dominate [2] - "Farlight 84" focuses on the battle royale genre, which was once the most popular direction six years ago but has since evolved significantly, as seen with games like "Peace Elite" that maintain longevity through fresh content [2] Challenges and Adjustments - The FPS genre is seen as a double-edged sword, offering substantial returns due to its global user base while also demanding high standards in design, technology, art, operations, and user ecology [3] - Lilith Games has faced challenges in its transition, having to adjust its direction multiple times, which has extended the development cycle of "Farlight 84" [4] - The game underwent a "reconstruction-level" change in systems and art resources after shifting focus from overseas to the domestic market, contributing to the prolonged development timeline [4] Market Strategy - The current market landscape for FPS games has limited competition for new products, allowing "Farlight 84" to adopt a strategy of competing against established titles [6] - Lilith Games aims to leverage design to break into the market while learning from the operational failures of "APEX," particularly regarding anti-cheat measures [6] - The company has implemented a self-developed anti-cheat system that can quickly respond to reports of cheating, which is crucial for maintaining game quality [6] User Engagement and Growth - "Farlight 84" has reportedly achieved over 1 million daily active users and 50 million registered users through natural growth during its overseas testing phase [9] - However, the game's overseas popularity may not significantly aid its domestic launch, as the PC gaming experience is generally superior, and mobile users tend to engage more with paid content [9] Future Outlook - Lilith Games is attempting to distance itself from a reliance on paid user acquisition, which has characterized its previous successes in card and SLG games [10] - The company is focused on creating a differentiated product through design, but faces challenges in execution, user engagement, and competition from established giants in the FPS market [12] - The upcoming summer launch of "Farlight 84" represents a critical moment for Lilith Games as it seeks to establish itself in a highly competitive environment [12]

" 从「手工作坊」到「完全重构」，莉莉丝射击品类的「破壁计 划」还有多少路要走？ " 作者丨胡家铭 编辑丨董子博 截止到官宣"国服上线"，莉莉丝游戏旗下的战术竞技类新项目《远光84》，在海外已经免费运营了一年半的 时间。 《远光84》的定位，跟雷峰网 此前报道的《生活派对》 类似，同样肩负着为莉莉丝开拓新的用户群体和增长 曲线的任务。 一位《远光84》前开发组成员告诉雷峰网，《远光84》的立项时间大约在2020年，其立项背景更像是莉莉丝 针对腾讯网易在射击赛道的垄断地位，所祭出的"破壁计划"。一如当时腾讯的逆战，面向韩国的cf一样。 逆战的开发思路不难猜到，也是"拆解代码+摸索学习"，就项目品质而言，也在及格线以上的水准。加上腾讯 的宣发能力，市场表现也算中规中矩。 但就目前国内射击赛道的"内卷"现状，同样是"及格线水平"的项目，成功率相比以往低了几个数量级。因此 在项目上线的前半年，《远光84》在开发架构上的劣势，所导致的品质问题，便开始逐渐暴露。 如果单从官宣前后几个月的市场数据，《远光84》的表现足够"令人担心"。但综合其内部状况，其实是"转战 国服"之后的必然结果。 微沃告诉雷峰网，此前远光84瞄准的 ...