騰訊獲SHIFT UP新作全球發行權；世紀華通「摘帽」後董事長王佶首度回應熱點問題｜遊戲早參

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2025/11/27

｜2025年11月27日星期四｜　　NO.1 騰訊獲SHIFT UP新作《Project Spirits》全球發行權　　11月26日，騰訊旗下全球發行品牌Level Infinite宣佈與韓國知名遊戲開發商SHIFT UP達成合作，獲得其新作《Project Spirits》的全球發行權，這是雙方在《勝利女神：NIKKE》成功合作後再度攜手。《Project Spirits》是一款基於UE5（虛幻...

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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 騰訊獲SHIFT UP新作《Project Spirits》全球發行權　　11月26日，騰訊旗下全球發行品牌Level Infinite宣佈與韓國知名遊戲開發商SHIFT UP達成合作，獲得其新作《Project Spirits》的全球發行權，這是雙方在《勝利女神：NIKKE》成功合作後再度攜手。《Project Spirits》是一款基於UE5（虛幻5引擎）開發的跨平台遊戲，以「東方幻想」為主題，由SHIFT UP與騰訊旗下永星互動聯合研發。該作最初以「Project Witch」為代號，預計2027年面向全球市場推出。　　點評：騰訊再獲SHIFT UP新作全球發行權，進一步深化雙方戰略合作。此次合作不僅鞏固了騰訊在全球遊戲發行領域的領先地位，也為其未來業績增長儲備了重要IP。聯合研發模式凸顯了騰訊在產業鏈上游的佈局，對相關公司股價構成積極預期。　　NO.2 世紀華通「摘帽」後董事長王佶首度回應熱點問題　　11月25日下午，世紀華通在上海舉辦投資者交流會，這是公司成功「摘帽」後，董事長王佶首次公開與投資者面對面交流。王佶表示，隨着行業基礎設施佈局逐步完善，真正的價值爆發點已轉向應用層面。公司目前核心利潤構成方面，點點互動約佔2/3，剩餘老產品運營等其他業務板塊佔據1/3。針對小程序分成比例的問題，王佶表示，公司微信小程序體量相較於客户端小很多，iOS抽成調整對公司國內收入影響有限。而隨着蘋果和微信達成協議，反而有利於公司產品提升用户留存率與付費率，付費流程更順暢，轉化效率更高。若未來海外市場湧現出表現出色的小遊戲平台，公司將積極評估並考慮合作機會，持續拓展海外渠道版圖。　　點評：世紀華通「摘帽」後首次交流會釋放積極信號，董事長明確公司核心利潤來源為點點互動，業務結構清晰。其對蘋果微信分成協議的解讀消除了市場疑慮，並預示付費轉化效率提升。同時，公司積極拓展海外小遊戲平台的戰略，為遊戲板塊的渠道創新與全球化佈局提供了新思路，有望提振行業信心。　　NO.3 索尼《死亡擱淺 2：冥灘之上》PC版通過ESRB認證　　11月26日消息，索尼《死亡擱淺 2：冥灘之上》PC版已正式通過ESRB認證，被評為 M 級（17+）。遊戲於6月26日正式登陸PS5平台，後續還更新了中文配音免費補丁，目前仍暫時由PS5平台獨佔。《死亡擱淺 2：冥灘之上》是一款第三人稱開放世界動作冒險遊戲，採用異步多人遊玩設計，本作將延續前作劇情。該作的標準數字版在港服PS商店售價568港元（約合人民幣517.9元）。　　點評：這預示該遊戲跨平台發行臨近，有望擴大用户基數，為索尼帶來額外收入流，對公司股價形成積極預期。此舉也強化了遊戲行業「先主機後PC」的商業模式，對擁有重磅IP的遊戲開發商構成利好。此消息提振了市場對3A大作長線生命力的信心，對遊戲板塊整體情緒有正面支撐作用。（文章來源：每日經濟新聞）","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"}}}