金铲铲之战

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9月手游数据出炉:腾讯“霸榜”,《三角洲行动》收入排名超过《和平精英》
Guan Cha Zhe Wang· 2025-10-09 09:39
本文系观察者网独家稿件,未经授权,不得转载。 手游收入排行榜 Sensor Tower 据悉,在前五个赛季,《三角洲行动》的畅销榜成绩就表现出了明确的上升势态。在S5期间,《三角 洲行动》一度登上IOS畅销榜单的Top 2,并能持续停留在畅销榜Top 5。 目前,在国服iOS端游戏畅销榜Top 10中,腾讯旗下产品已能长期占据7-8个席位。 除了《三角洲行动》《王者荣耀》《和平精英》外,能够较为稳定留在Top 10内的腾讯系游戏还包括 《金铲铲之战》《穿越火线:枪战王者》《地下城与勇士:起源》《火影忍者》《英雄联盟手游》,以 及8月19日公测上线的《无畏契约:源能行动》,此外还有近期被腾讯集团高级副总裁马晓轶点名跨 越"长青游戏收入线"的《鸣潮》。 10月9日上午,Sensor Tower商店情报平台发布9月中国手游发行商全球收入排行榜,榜单显示《三角洲 行动》9月收入环比大涨76%,加之《王者荣耀》与《和平精英》等头部游戏的出色表现,腾讯稳居中 国手游发行商收入榜之首。 发行商收入排行榜 Sensor Tower 腾讯战术射击手游《三角洲行动》,2025年9月升至中国App Store手游收入榜的第二名。据 ...
「金铲铲」式自律,一款游戏怎么让宅男爱上健身的
36氪· 2025-09-23 00:12
Core Viewpoint - The article discusses how the game "Teamfight Tactics" (金铲铲之战) has become a new trend in gyms, replacing traditional workout routines with gaming, thus reshaping the way young people engage with fitness and leisure activities [4][10][51]. Group 1: Game Mechanics and Appeal - "Teamfight Tactics" is characterized by its low entry barrier, fixed game duration, and strategic depth, making it an attractive option for players looking to fill fragmented time during workouts [6][26]. - The game operates on a "passive competition" model, focusing on strategy and decision-making rather than fast reflexes, which aligns well with the lifestyles of busy young adults [26][57]. - Players experience a sense of achievement through strategic victories, which contrasts with the delayed gratification often found in real-life challenges [26][55]. Group 2: Social Dynamics and Community - The game fosters a strong social connection among players, with features like team modes that emphasize collaboration and shared experiences [43][46]. - The community around "Teamfight Tactics" has developed a culture of strategy sharing and learning, akin to academic study, indicating its deep integration into the social lives of young people [46][48]. - The emotional investment in the game is heightened by its connection to the larger "League of Legends" universe, creating a sense of belonging and nostalgia among players [37][39]. Group 3: Economic Aspects and Monetization - The game has seen significant revenue growth, with a nearly 49% increase in income due to seasonal events, highlighting its commercial success [41]. - Players are drawn into spending through a well-designed reward system that plays on psychological triggers, such as the thrill of chance and emotional attachment to characters [37][39]. - The monetization strategy transforms spending into a form of self-expression and identity within the digital realm, as players purchase skins and other items to enhance their gaming experience [33][39].
缺乏现象级新作接棒 8月国内游戏市场收入同比下降13%
Xin Hua Cai Jing· 2025-09-22 14:09
Core Insights - The Chinese gaming market revenue in August 2025 reached 29.263 billion yuan, showing a year-on-year decline of 13.01% and a month-on-month increase of 0.61% [1][2][4] - The overseas sales revenue of domestically developed games was 1.68 billion USD, reflecting a month-on-month decrease of 0.79% and a year-on-year decrease of 10.66% [1] - The decline in both domestic and overseas markets is attributed to a lack of new blockbuster games following the success of "Black Myth: Wukong" and a decrease in revenue share from IP adaptations, prompting the need for diverse IP operation strategies [1][4] Domestic Market Performance - The domestic client game market revenue in August was 6.563 billion yuan, with a month-on-month decrease of 1.11% but a year-on-year increase of 17.59% [7] - The mobile game market generated 21.541 billion yuan, showing a month-on-month increase of 0.85% but a year-on-year decline of 4.25% [7] - The market is experiencing a product cycle transition, with insufficient new releases to support revenue growth, highlighting the need for competitive new products [4][7] IP and Product Trends - In August, the share of revenue from IP adaptation products in the top 50 mobile games decreased year-on-year, while the share of non-IP products increased by 8.1 percentage points to 51.1% [8] - Successful non-IP products like "Egg Party" and "Supernatural Action Group" contributed significantly to the growth of non-IP revenue [8] - The frequency of IP collaborations increased by 65.4% in the first half of 2025 compared to the previous year, indicating a shift towards more diverse IP utilization strategies [10]
伽马数据:8月中国国内游戏市场收入为292.63亿元 同比下降13.01%
智通财经网· 2025-09-22 08:29
Core Insights - The Chinese gaming market revenue in August 2025 reached 29.263 billion yuan, showing a month-on-month increase of 0.61% but a year-on-year decline of 13.01% [1][2] - The decline is attributed to changes in user consumption behavior and a lack of new competitive products, particularly following the high revenue base set by last year's hit game [2][6] Market Performance - The client game market generated 6.563 billion yuan in August 2025, with a month-on-month decrease of 1.11% but a year-on-year increase of 17.59%, driven by new dual-end compatible products [6][10] - The mobile game market revenue was 21.541 billion yuan, reflecting a month-on-month growth of 0.85% but a year-on-year decline of 4.25%, with new releases contributing over 200 million yuan to the market [10][31] Product Insights - The top-performing new mobile game, "Valorant: Source Action," generated an estimated revenue of over 300 million yuan in its first month, showcasing strong market interest [28][30] - The client game "Dream Journey" achieved a peak of 2.93 million concurrent users after launching a new server, indicating robust player engagement [6][10] IP and Market Trends - The share of original IP products in the top 50 mobile games increased by 8.1 percentage points to 51.1%, while adaptations of existing IPs saw a decline [17][19] - The trend of multi-faceted IP utilization is growing, with a 65.4% increase in IP collaborations compared to the previous year, enhancing revenue potential for games like "Treading the Wind" [19][22] Advertising and Downloads - The game "Ling Beast Adventure" utilized information flow advertising effectively, achieving a stable position in the App Store's top 30 shortly after its launch [26][28] - In August 2025, the iOS download rankings were dominated by shooting games, with "Valorant: Source Action" leading the charts [23][25]
传媒行业周观察(20250908-20250912):互联网厂商AI布局加速,看好游戏板块Q3高景气,湖南民办高教转营有切实进展
Huachuang Securities· 2025-09-15 12:44
Investment Rating - The report maintains a "Recommendation" rating for the gaming sector, indicating a positive outlook for Q3 performance [2][3]. Core Insights - The media sector is experiencing high growth, particularly in gaming, with a strong performance expected in Q3. The report highlights the acceleration of AI applications in the industry, suggesting that 2025 will be a pivotal year for the transformation of AI capabilities and applications [3][6]. - The report emphasizes the importance of content output and cultural confidence, suggesting that companies with strong platforms and user engagement will benefit from AI advancements [3][6]. - The gaming market is noted for its improved competitive landscape and high product innovation success rates, with specific companies recommended for investment based on their upcoming performance [3][6]. - The education sector is seeing positive developments with policy changes, particularly in private higher education, which may signal a shift towards profitability [3][6]. - The film industry is expected to benefit from upcoming holidays and improved regulatory conditions, with several films set to release during the National Day holiday [3][6]. Market Performance Overview - The media sector index rose by 4.27% last week, outperforming the CSI 300 index, which increased by 1.38%, resulting in a relative outperformance of 2.89% [10]. - The gaming market is highlighted with Tencent's products dominating the iOS sales rankings, indicating strong consumer engagement [17][20]. - The film market has shown recovery, with ticket sales reaching 35.727 billion yuan and total viewership at 929 million, recovering approximately 84% of the pre-pandemic levels [21][22]. Key Company Recommendations - The report suggests focusing on companies like Tencent, Alibaba, and Kuaishou in the internet sector, as they are well-positioned to leverage AI advancements [3][6]. - In the gaming sector, companies such as Huatuo, Giant Network, and Jibite are recommended based on their upcoming product releases and expected performance [3][6]. - For the education sector, companies like Yuhua Education and Zhongjiao are highlighted for their stable operations and potential for valuation recovery [3][6]. - In the film industry, companies such as Mango and Huace are recommended due to their favorable positioning ahead of the National Day holiday [3][6].
2025年久久公益节收官,见证5.3亿件好事发生
Sou Hu Cai Jing· 2025-09-11 05:02
Group 1 - The core idea of the news is the rise of community-driven philanthropy through Tencent's "Good Deed Map," which connects people in need with those willing to help, exemplified by the "Zhengfanmian" noodle shop in Chengdu that offers affordable meals to those in need [1][2] - The 2025 "Jiujiu Public Welfare Festival" attracted 148 million participants, resulting in 530 million good deeds being accomplished [2][3] - The "Little Red Flower" initiative allows users to earn recognition for their charitable actions, becoming a new social symbol that connects online and offline philanthropic activities [3][5] Group 2 - Various community initiatives during the festival included elderly individuals creating handmade items for exchange, volunteers assisting with medical appointments, and health screenings for women [5][12] - Over 1,800 public welfare organizations and 4,300 projects participated in the festival, showcasing a collaborative effort to enhance public engagement in philanthropy [14][16] - Major brands like 7-Eleven and McDonald's integrated philanthropy into their daily operations by promoting the "Little Red Flower" code, making it easier for consumers to contribute [16][18] Group 3 - Tencent's digital technology facilitated efficient donation processes, allowing users to track their contributions and ensuring transparency in the distribution of donated items [7][9] - The festival highlighted a shift in public perception of philanthropy, emphasizing local community support and personal connections over distant charitable acts [19] - The integration of various Tencent products and platforms into philanthropic efforts has mobilized over 240 million users, demonstrating the potential of technology to enhance charitable participation [18][19]
首款出厂即搭载鸿蒙5的三折叠手机发布 鸿蒙生态布局完成关键一步
Zheng Quan Shi Bao Wang· 2025-09-04 11:49
Core Viewpoint - Huawei has launched the Mate XTs, the first foldable smartphone equipped with HarmonyOS 5, which supports PC-level applications and aims to enhance user experience across various scenarios, particularly targeting high-net-worth individuals. Group 1: Product Features and Applications - The Mate XTs features a 10.2-inch foldable screen that allows users to monitor global stock market dynamics and access financial reports in real-time, significantly improving efficiency for finance professionals [1][2] - The device supports deep integration with applications like Wind Financial Terminal, which can automatically summarize meeting points and analyze sentiment during discussions, enhancing productivity [1] - In the business context, the HarmonyOS version of Feishu adapts to different screen sizes, providing a seamless experience for users transitioning between mobile and PC-like interfaces [2] Group 2: Ecosystem Development - The launch of Mate XTs marks a significant step in enriching the HarmonyOS ecosystem, with over 14 million devices now running HarmonyOS 5 [3] - Numerous popular applications, including QQ, Xiaohongshu, and Meituan, are rapidly updating to enhance user experience, reflecting the ecosystem's vitality and developer commitment [3] - Industry analysts note that the continuous iteration of HarmonyOS applications indicates strong developer interest and investment, contributing to a richer application experience for users [3] Group 3: Future Directions - Huawei's rotating chairman emphasized the need for further refinement of existing applications to achieve an "ultimate" user experience, urging developers to enhance features for better consumer adoption [4] - The call for collaboration among various stakeholders to build a robust HarmonyOS ecosystem highlights the company's commitment to improving functionality and user satisfaction [4]
万联证券:25H1游戏市场同比增长14.08% 长青产品表现强劲
智通财经网· 2025-08-13 08:48
Core Insights - The Chinese gaming market experienced a year-on-year revenue growth of 14.08% in the first half of 2025, despite a quarter-on-quarter decline of 5.89% [1][2] - The growth is attributed to strong performance from evergreen products, updates, and IP collaborations that attract players, alongside a stable issuance of game licenses [1][2] Group 1: Market Performance - The actual sales revenue of the overall Chinese gaming market reached 168 billion yuan, with a quarter-on-quarter decline of 5.89% and a year-on-year growth of 14.08% [2] - The mobile gaming sector generated 125.31 billion yuan, showing a quarter-on-quarter decline of 4.12% but a year-on-year increase of 16.55% [2] Group 2: Global Market Trends - Tencent's "Honor of Kings" was the only mobile game to surpass $1 billion in revenue in the first half of 2025, maintaining a dominant position in the market [3] - Other top revenue-generating games included "Last War: Survival Game" and "Endless Winter," while "PUBG MOBILE" and "Pokémon TCG pocket" led in revenue growth [3] Group 3: Revenue Rankings - In June 2025, Tencent's games occupied four out of the top five spots in the App Store's iPhone game revenue rankings in China, highlighting its market dominance [4] - The top five games included "Honor of Kings," "Peace Elite," "Endless Winter," "Gold Shovel Battle," and "Dungeon & Fighter: Origin" [4] Group 4: International Market - Chinese self-developed games generated $9.501 billion in overseas sales in the first half of 2025, reflecting a year-on-year increase of 11.07% despite a quarter-on-quarter decline of 5.02% [5] - "Endless Winter" by Point Interactive led the overseas mobile game revenue, with total global revenue exceeding $2.8 billion [5]
腾讯(00700)Q2业绩前瞻:预计营收与利润将稳健增长
智通财经网· 2025-08-13 07:59
Core Viewpoint - Tencent Holdings is expected to report strong growth in its gaming and advertising businesses for Q2 2025, with a significant increase in stock price leading up to the earnings announcement [1][2]. Gaming Business - Market forecasts suggest Tencent's gaming revenue for Q2 2025 will reach 408 billion yuan, reflecting an 18% year-on-year growth, driven by popular titles such as "Honor of Kings" and "Peacekeeper Elite" [1]. - The game "Delta Action" has emerged as a new hit, contributing significantly to revenue growth, with a monthly active user count of 38.63 million in June 2025 [2]. Advertising Business - Advertising revenue is projected to increase by 16.5% year-on-year to 348 billion yuan, supported by the growth of video accounts and enhanced search revenue from WeChat [2]. - AI technology is expected to drive sustainable growth in advertising, improving user engagement and reducing conversion costs, thereby enhancing return on investment for advertisers [2][3]. Financial Technology and Enterprise Services - Financial technology and enterprise services are anticipated to see a slight improvement, with a projected year-on-year growth of 6.5% [3]. - The launch of "TenpayGlobal" aims to integrate multiple local payment methods into the WeChat ecosystem, starting with Singapore and potentially expanding to other regions [3].
《原神》PS4版本将停止更新并下架;国产游戏《失落之魂》宣布完成全部开发内容
Mei Ri Jing Ji Xin Wen· 2025-08-06 23:16
Group 1 - The core point of the news is that Genshin Impact will stop supporting and updating its PS4 version due to performance limitations, focusing on higher-performance platforms to enhance user experience and stabilize revenue [1] - The discontinuation of the PS4 version may temporarily impact user data, but it could also drive hardware upgrades, benefiting related hardware manufacturers and reflecting the industry's pursuit of high-quality content [1] Group 2 - The domestic action game Lost Soul has completed all development content and is set to release on August 29, 2025, with pre-orders available on Steam starting at 268 yuan [2] - If the game receives a positive market response post-launch, it could yield significant returns for investors and boost confidence in investing in the domestic gaming sector [2] Group 3 - Teamfight Tactics has initiated a closed beta testing recruitment on Tencent's cloud gaming platform, limited to Android users with a high historical rank, adding an element of mystery to the testing [3] - Successful testing could expand the player base and increase revenue, attracting more investor interest in Tencent's gaming segment, while also potentially innovating the cloud gaming payment model [3]