腾讯也出手？休闲游戏厂商正成为香饽饽

白鲸出海

03/01

彭博社 2 月 26 日报道，腾讯目前正计划收购休闲厂商 Hungry Studio 旗下的少数股份。据内部人士透露，腾讯可能会在接下来几个月中确定投资细节，但目前还没有做出最后决定。靠方块出圈，北京厂商旗下休闲品牌有望拿到腾讯投资？《游戏茶馆》等媒体的消息显示，Hungry Studio 是北京迦游网络旗下品牌。公司主打 IAA 休闲游戏，头部爆款是方块消除游戏“Block Blast！（中文名...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260301085231a43c8095&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1521","symbol_name":"挪威政府全球养老基金持仓","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260301085231a43c8095&s=b","article_id":"2616984253","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260301085231a43c8095&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Casual game manufacturers are becoming popular","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.9,"HTCD.SI":0.6,"00700":1.87,"TCEHY":1.87,"TCHmain":0.6},"content_text":"彭博社 2 月 26 日报道，腾讯目前正计划收购休闲厂商 Hungry Studio 旗下的少数股份。据内部人士透露，腾讯可能会在接下来几个月中确定投资细节，但目前还没有做出最后决定。靠方块出圈，北京厂商旗下休闲品牌有望拿到腾讯投资？《游戏茶馆》等媒体的消息显示，Hungry Studio 是北京迦游网络旗下品牌。公司主打 IAA 休闲游戏，头部爆款是方块消除游戏“Block Blast！（中文名“快乐爱消除”）”，游戏自 2022 年 9 月上线以来高速增长，AppMagic 数据显示最近 30 天下载总量约为 2583 万次。关于这款产品，我们此前也曾经与公司副总裁 Jason Wang 展开深入探讨 （ 详见文章《“爆发”4 千万 DAU 的“小方块”，背后故事是什么？ | 对话一线》），Jason 在对话中提到，选择最能够引起广大玩家共鸣的玩法作为切入点，再配合 AI 技术大规模展开 A/B 实验迭代新内容，是保持产品竞争力的关键。方块消除之外，公司也在尝试其它玩法。目前成绩相对突出的是最早在 2021 年 9 月上线的“Sudouku Master！（中文名数独大师）”，最近 30 天下载量在 109 万次左右。我们此前也有过体验 （ 详见文章《越普通越出彩，达成千万级 DAU 成就的厂商迎来第 2 个爆款？》）。这款产品，最近 30 天流水 3.6 万美元， 虽然数据很一般，但有从以 IAA 为绝对主要变现模式，转向混合变现的趋势。此外公司还在积极跟进其它热门休闲玩法，在 2025 年 10 月上线了一款麻将消除游戏“Double Tile”。随着休闲游戏迅速发展，Hungry Studio 此次传出的融资可能，是资本、甚至游戏大厂，对这一赛道潜力的认可。事实上，在过去两年间，有大量的休闲厂商拿到了融资或被并购。从中东到亚洲，休闲厂商都是融资“香饽饽”就在今天传出腾讯投资的前几天，春节期间，Scopely 刚刚收购了 Loom Games 的大部分股权，这家大厂给这个只有 2 款产品的游戏厂商，大方的开出了 10 亿美元的估值。但这背后，是 Loom Games 超强的吸金能力，其热门产品“Pixel Flow”正式上线大约四个月，月流水已经超过千万美元，保持这个流水 20 个月，就和估值等同了。而据我们的观察，好的混休游戏，起码至少能维持流水高位半年到一年左右。加之多次做出混休爆款的创始团队，Scopely 的大方事出有因。Loom Games 无疑是土耳其游戏创企生态里耀眼的一个团队，这背后更显示了土耳其现在丰富的混休优秀人才。在 2025 年 2 月-2026 年 2 月期间，土耳其有 6 家厂商宣布完成 8 起 10 万美元以上的融资交易，占该国全部融资交易的 70% 左右。这些厂商的创始人往往有丰富的开发和管理经验；而且新品数量并不多，往往只要有一款拿得出手的产品，甚至只要有成熟的构思，就能拿到投资。相比之下，虽然韩国和越南游戏市场公开的融资消息不多，但其中依然不乏休闲小团队的身影。比如在 2026 年 1 月宣布完成 69 万美元种子轮融资的韩国休闲厂商 Peb，该公司的创始人来自以做猫咪主题休闲游戏著称的 TREEPLLA。第一款产品也走休闲路线，是一款以“钻地”为主题的社交博弈游戏“Dig & Roll”，目前处于最终测试阶段，发行商也正是 TREEPLLA。大厂频频出手，休闲赛道的“军备竞赛”悄然开始从投资方的角度来看，除了混休和休闲游戏强大的变现能力，吸引了财务投资之外 （如 a16Z），一些本身未覆盖混休赛道的大厂也尤为积极。在腾讯之外，还有韩国的 RPG 大厂 NCSFOT，以及背后是有钱任性的中东财团、主要产品布局在 SLG 和社交博弈的 Scopely 等等。不论是用户的行为习惯（碎片化）、还是 AI 在休闲品类上的更大助益，这些在中重度赛道的头部玩家，也都无法忽视混休赛道这块不断做大的蛋糕。从另一方面看，头部厂商大量资本的加持，也让混休的竞争从单纯的“拼刺刀”升级到有人拿起“高级武器”。数据来自SimilarWeb、点点数据、Semrush、广大大等三方平台，可能与真实数据中存在一定误差，仅供参考。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}