腾讯获SHIFT UP新作全球发行权；世纪华通“摘帽”后董事长王佶首度回应热点问题｜游戏早参

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2025/11/27

｜2025年11月27日星期四｜　　NO.1 腾讯获SHIFT UP新作《Project Spirits》全球发行权　　11月26日，腾讯旗下全球发行品牌Level Infinite宣布与韩国知名游戏开发商SHIFT UP达成合作，获得其新作《Project Spirits》的全球发行权，这是双方在《胜利女神：NIKKE》成功合作后再度携手。《Project Spirits》是一款基于UE5（虚幻...

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participation","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00700":1.5,"TCEHY":1.5,"TCHmain":0.6,"002602":1.5,"HTCD.SI":0.6,"UP":1.5},"content_text":"｜2025年11月27日星期四｜　　NO.1 腾讯获SHIFT UP新作《Project Spirits》全球发行权　　11月26日，腾讯旗下全球发行品牌Level Infinite宣布与韩国知名游戏开发商SHIFT UP达成合作，获得其新作《Project Spirits》的全球发行权，这是双方在《胜利女神：NIKKE》成功合作后再度携手。《Project Spirits》是一款基于UE5（虚幻5引擎）开发的跨平台游戏，以“东方幻想”为主题，由SHIFT UP与腾讯旗下永星互动联合研发。该作最初以“Project Witch”为代号，预计2027年面向全球市场推出。　　点评：腾讯再获SHIFT UP新作全球发行权，进一步深化双方战略合作。此次合作不仅巩固了腾讯在全球游戏发行领域的领先地位，也为其未来业绩增长储备了重要IP。联合研发模式凸显了腾讯在产业链上游的布局，对相关公司股价构成积极预期。　　NO.2 世纪华通“摘帽”后董事长王佶首度回应热点问题　　11月25日下午，世纪华通在上海举办投资者交流会，这是公司成功“摘帽”后，董事长王佶首次公开与投资者面对面交流。王佶表示，随着行业基础设施布局逐步完善，真正的价值爆发点已转向应用层面。公司目前核心利润构成方面，点点互动约占2/3，剩余老产品运营等其他业务板块占据1/3。针对小程序分成比例的问题，王佶表示，公司微信小程序体量相较于客户端小很多，iOS抽成调整对公司国内收入影响有限。而随着苹果和微信达成协议，反而有利于公司产品提升用户留存率与付费率，付费流程更顺畅，转化效率更高。若未来海外市场涌现出表现出色的小游戏平台，公司将积极评估并考虑合作机会，持续拓展海外渠道版图。　　点评：世纪华通“摘帽”后首次交流会释放积极信号，董事长明确公司核心利润来源为点点互动，业务结构清晰。其对苹果微信分成协议的解读消除了市场疑虑，并预示付费转化效率提升。同时，公司积极拓展海外小游戏平台的战略，为游戏板块的渠道创新与全球化布局提供了新思路，有望提振行业信心。　　NO.3 索尼《死亡搁浅 2：冥滩之上》PC版通过ESRB认证　　11月26日消息，索尼《死亡搁浅 2：冥滩之上》PC版已正式通过ESRB认证，被评为 M 级（17+）。游戏于6月26日正式登陆PS5平台，后续还更新了中文配音免费补丁，目前仍暂时由PS5平台独占。《死亡搁浅 2：冥滩之上》是一款第三人称开放世界动作冒险游戏，采用异步多人游玩设计，本作将延续前作剧情。该作的标准数字版在港服PS商店售价568港元（约合人民币517.9元）。　　点评：这预示该游戏跨平台发行临近，有望扩大用户基数，为索尼带来额外收入流，对公司股价形成积极预期。此举也强化了游戏行业“先主机后PC”的商业模式，对拥有重磅IP的游戏开发商构成利好。此消息提振了市场对3A大作长线生命力的信心，对游戏板块整体情绪有正面支撑作用。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}