2025.05. 15 "那个阶段SLG（策略类游戏）赛道里跑通的产品，月流水也就300万-400万美元这一量级，我们当时 想，做个1000万美元的游戏就可以了。"上线后，成绩超出预期，5年里总流水已破百亿元。 在游戏行业，做爆款是个"玄学"，出海更是"有壁"，似乎没人能完全预判用户喜好和走势。第一财经 记者近期独家调研多家出海手游公司，试图寻找爆款背后的秘密。 百亿爆款背后 休闲游戏和重度游戏在游戏圈一度是两个完全不同的游戏品类，以往游戏公司会择一发力，但三七团 队通过融合创造了爆款。 彭美在接受第一财经独家采访时说，在做《P&S》前，三七做了很久的SLG，同时团队发现三消类游 戏欧美的用户体量特别大，于是希望以此降低重度游戏的门槛，吸引用户。 本文字数：4050，阅读时长大约7分钟 作者 | 第一财经 刘晓洁 "确实没预料到。"谈及这一年出海风头最盛的手游，世纪华通董事会秘书、副总裁黄怡在接受第一财 经独家采访时说，点点互动是卧薪尝胆，蛰伏三年，"最后熬出来了"。 上线两年，世纪华通旗下点点互动研发的《Whiteout Survival》（《无尽冬日》）一跃成为中国出海 手游收入榜第一，总收入超160亿元 ...

做爆款是个"玄学"，但也可以是"科学"。 "确实没预料到。"谈及这一年出海风头最盛的手游，世纪华通董事会秘书、副总裁黄怡在接受第一财经独家采访时说，点点互动是卧薪尝胆，蛰伏三 年，"最后熬出来了"。 爆款游戏都有类似的经历，在《Puzzles&Survival》（下文简称《P&S》）上线前，三七互娱海外发行品牌37GAMES副总裁彭美很忐忑的是，用户是不是能 接受玩法，以及数据的表现是否真如模型预测的一样。 "那个阶段SLG（策略类游戏）赛道里跑通的产品，月流水也就300万-400万美元这一量级，我们当时想，做个1000万美元的游戏就可以了。"上线后，成绩 超出预期，5年里总流水已破百亿元。 在游戏行业，做爆款是个"玄学"，出海更是"有壁"，似乎没人能完全预判用户喜好和走势。第一财经记者近期独家调研多家出海手游公司，试图寻找爆款背 后的秘密。 百亿爆款背后 休闲游戏和重度游戏在游戏圈一度是两个完全不同的游戏品类，以往游戏公司会择一发力，但三七团队通过融合创造了爆款。 彭美在接受第一财经独家采访时说，在做《P&S》前，三七做了很久的SLG，同时团队发现三消类游戏欧美的用户体量特别大，于是希望以此降低重度游戏 的 ...

Group 1 - The gaming industry is gaining recognition as a significant cultural force, highlighted by Game Science's achievement of the "Chinese Youth May Fourth Medal" for "Black Myth: Wukong" [2] - The Ministry of Education has officially included the game art design major in the "Directory of Undergraduate Majors in General Higher Education," indicating the formal entry of gaming into higher education [2][3] - By April 2025, over 500 games are expected to receive licenses, further demonstrating the industry's growing acceptance [2] Group 2 - Historically, gaming faced criticism, especially during the rise of online gaming in internet cafes, leading to a negative societal perception [3][4] - The complexity of educational backgrounds among gaming professionals is evident, with many coming from diverse fields such as computer science, management, and literature [5][7] - The establishment of game design programs is crucial for nurturing talent in the gaming industry, which is increasingly recognized for its economic contribution [7][8] Group 3 - The international trade landscape is shifting, and gaming, as a virtual product, is positioned to fill gaps left by traditional exports [8][9] - In 2024, China's self-developed games' overseas sales grew by 13.39%, significantly outpacing the global market growth of 3.31% [9] - Major markets for Chinese mobile games include the United States, Japan, and South Korea, with respective revenue shares of 31.06%, 17.32%, and 8.89% [9] Group 4 - The gaming industry is becoming a new cultural ambassador for China, enhancing the country's soft power through cultural exports [10][11] - The gaming sector is increasingly seen as a vital part of the economy, with the Ministry of Commerce advocating for the development of the gaming export business [11] - Major gaming companies are implementing self-regulation measures to address societal concerns, such as limiting gaming time for minors [12][13] Group 5 - Leading companies like Tencent, NetEase, and miHoYo are benefiting significantly from the gaming industry's expansion, with Tencent's gaming revenue reaching 197.7 billion yuan in 2024, a 9.9% increase [15] - Tencent's international market revenue for the fourth quarter of 2024 was 16 billion yuan, marking a 15% year-on-year growth [15] - Other companies, such as DotDot Interactive and Lemon Microfun, are also achieving success in the overseas market, with DotDot's "Whiteout Survival" becoming a top-grossing mobile game [18]

也是从去年开始，沐瞳科技和朝夕光年开始合作一些项目。更早之前，沐瞳科技更加独立，与朝夕光年的工作系统都是分开的，二者的合作更多时候停留 在朝夕光年为沐瞳科技提供一些技术上或权限上的支持。该人士表示，"我感觉预计今年年底或明年年初，两边就会打通。" 此外，在这一消息传出来之前，字节的游戏业务（主要是朝夕光年）已经在复苏过程中，且在不断立一些新的项目。 如今的字节游戏，不再有曾经的野心。 作者 | 兰杰 编辑 | 乔芊 距离字节游戏重整旗鼓已经过去了一年多，当下字节游戏决定选择一条怎样的路？ 近期，有传言表示字节跳动正在推进朝夕光年并入沐瞳科技，整合后字节游戏将独立运营并筹备上市。 对此，字节跳动方面只表示，目前暂无上市计划。另据36氪从接近沐瞳科技人士处获悉，合并是确定的，但具体是谁并入谁尚无明确通知。 上述人士表示，在去年张云帆就任字节游戏业务负责人（同时管理沐瞳科技、朝夕光年和UGC部门）后的All Hands上，他曾表示过朝夕光年和沐瞳科技 之间会有更多的交集，有员工提问未来是否会合并，张云帆也没有给出明确的否认或确认信号。 字节跳动从宣布裁撤关停朝夕光年，到宣布重新推动游戏业务，再到空降新的负责人，前后 ...

Core Insights - In March 2025, Chinese mobile game publishers generated a total revenue of $2 billion, accounting for 36.9% of the global top 100 mobile game publishers' revenue, with 36 Chinese companies making the list [1][4]. Group 1: Market Performance - Tencent maintained its dominance with four games, including "Honor of Kings" and "Peacekeeper Elite," occupying the top four positions in the Chinese App Store revenue rankings for March [4]. - Point Interactive surpassed NetEase to claim the second position in the Chinese mobile game publisher revenue rankings, with its game "Whiteout Survival" achieving a historical monthly revenue high [8]. - The new game "Heroes Never Flash" and "Dragon Valley World" entered the top 20 revenue list, significantly boosting their respective publishers' rankings [5]. Group 2: Game-Specific Achievements - "Whiteout Survival" reached a cumulative global revenue of $2.25 billion, becoming one of the fastest mobile games to surpass $2 billion in revenue within five years of its launch [8]. - "Mobile Legends: Bang Bang" from ByteDance's subsidiary, Moonton, saw a 53% revenue increase in March after launching a new version and new heroes, elevating its ranking from 8th to 5th in the overseas mobile game revenue list [9]. - "Gossip Harbor" from Lemon Microfun also achieved a historical monthly revenue high, driven by seasonal events and new content [8]. Group 3: Industry Trends - The mobile gaming market is entering a stable cycle, with publishers focusing on high-quality operational strategies to enhance user retention and engagement amid intense competition [5]. - The overseas market for Chinese mobile games is characterized by significant fluctuations in rankings, providing opportunities for new entrants while posing challenges for established titles [10].

"好玩的游戏才是根本，舍本逐末不会有出路。" 文丨 高洪浩 编辑丨宋玮 5 月 31 日，字节跳动游戏业务宣布最新调整。 张云帆加入字节游戏，作为字节游戏业务的第一负责人，向字节跳动人力资源负责人华巍汇报。 月他已接管沐瞳，目前则接管了朝夕光年和 UGC（用户生产内容） 部门。 绿洲工作室负责人王奎武、有爱事业部负责人胡冰、ONE 发行工作室负责人 Hector、江南工作室负 责人罗辑、技术中台负责人 Jeffrey 、广州 UGC Block 项目负责人戴俊毅 Tony 均向张云帆汇报。此 外，AIGC（生成式人工智能） 团队和杭州 UGC 项目向罗辑汇报，戴俊毅向罗辑虚线汇报。任命 Sky 为广州工作室技术负责人，向张云帆汇报。 据了解，字节跳动已停止出售游戏业务。知情人士称，目前字节游戏业务年收入约在 100 亿-150 亿 元，收入体量上，可排在中国游戏公司前列。 2013 年张云帆加入完美世界带队移动业务，为集团贡献一半以上营收。2015 年，张云帆先后出任完美 世界 COO 与总裁，主管国内外游戏业务，期间代理了 DOTA 2 等知名产品。 张云帆从 4 月 10 日起接管沐瞳，并开始与朝夕光年等 ...