騰訊也出手？休閒遊戲廠商正成為香餑餑

白鯨出海

03/01

彭博社 2 月 26 日報道，騰訊目前正計劃收購休閒廠商 Hungry Studio 旗下的少數股份。據內部人士透露，騰訊可能會在接下來幾個月中確月供資細節，但目前還沒有做出最後決定。靠方塊出圈，北京廠商旗下休閒品牌有望拿到騰訊投資？《遊戲茶館》等媒體的消息顯示，Hungry Studio 是北京迦遊網絡旗下品牌。公司主打 IAA 休閒遊戲，頭部爆款是方塊消除遊戲「Block Blast！（中文名...

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熱議股票

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08:57","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2616984253","market":"hk","top_or_hot":-1,"title":"騰訊也出手？休閒遊戲廠商正成為香餑餑","media":"白鯨出海","content":"<div>\n<p>彭博社 2 月 26 日報道，騰訊目前正計劃收購休閒廠商 Hungry Studio 旗下的少數股份。據內部人士透露，騰訊可能會在接下來幾個月中確月供資細節，但目前還沒有做出最後決定。靠方塊出圈，北京廠商旗下休閒品牌有望拿到騰訊投資？《遊戲茶館》等媒體的消息顯示，Hungry Studio 是北京迦遊網絡旗下品牌。公司主打 IAA 休閒遊戲，頭部爆款是方塊消除遊戲「Block Blast！（中文名...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260301085231a43c8095&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>騰訊也出手？休閒遊戲廠商正成為香餑餑</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260301085231a43c8095&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260301085231a43c8095&s=b\">白鯨出海</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1521","symbol_name":"挪威政府全球養老基金持倉","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, 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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 日報道，騰訊目前正計劃收購休閒廠商 Hungry Studio 旗下的少數股份。據內部人士透露，騰訊可能會在接下來幾個月中確月供資細節，但目前還沒有做出最後決定。靠方塊出圈，北京廠商旗下休閒品牌有望拿到騰訊投資？《遊戲茶館》等媒體的消息顯示，Hungry Studio 是北京迦遊網絡旗下品牌。公司主打 IAA 休閒遊戲，頭部爆款是方塊消除遊戲「Block Blast！（中文名「快樂愛消除」）」，遊戲自 2022 年 9 月上線以來高速增長，AppMagic 數據顯示最近 30 天下載總量約為 2583 萬次。關於這款產品，我們此前也曾經與公司副總裁 Jason Wang 展開深入探討 （ 詳見文章《「爆發」4 千萬 DAU 的「小方塊」，背後故事是什麼？ | 對話一線》），Jason 在對話中提到，選擇最能夠引起廣大玩家共鳴的玩法作為切入點，再配合 AI 技術大規模展開 A/B 實驗迭代新內容，是保持產品競爭力的關鍵。方塊消除之外，公司也在嘗試其它玩法。目前成績相對突出的是最早在 2021 年 9 月上線的「Sudouku Master！（中文名數獨大師）」，最近 30 天下載量在 109 萬次左右。我們此前也有過體驗 （ 詳見文章《越普通越出彩，達成千萬級 DAU 成就的廠商迎來第 2 個爆款？》）。這款產品，最近 30 天流水 3.6 萬美元， 雖然數據很一般，但有從以 IAA 為絕對主要變現模式，轉向混合變現的趨勢。此外公司還在積極跟進其它熱門休閒玩法，在 2025 年 10 月上線了一款麻將消除遊戲「Double Tile」。隨着休閒遊戲迅速發展，Hungry Studio 此次傳出的融資可能，是資本、甚至遊戲大廠，對這一賽道潛力的認可。事實上，在過去兩年間，有大量的休閒廠商拿到了融資或被併購。從中東到亞洲，休閒廠商都是融資「香餑餑」就在今天傳出騰訊投資的前幾天，春節期間，Scopely 啱啱收購了 Loom Games 的大部分股權，這家大廠給這個只有 2 款產品的遊戲廠商，大方的開出了 10 億美元的估值。但這背後，是 Loom Games 超強的吸金能力，其熱門產品「Pixel Flow」正式上線大約四個月，月流水已經超過千萬美元，保持這個流水 20 個月，就和估值等同了。而據我們的觀察，好的混休遊戲，起碼至少能維持流水高位半年到一年左右。加之多次做出混休爆款的創始團隊，Scopely 的大方事出有因。Loom Games 無疑是土耳其遊戲創企生態裏耀眼的一個團隊，這背後更顯示了土耳其現在豐富的混休優秀人才。在 2025 年 2 月-2026 年 2 月期間，土耳其有 6 家廠商宣佈完成 8 起 10 萬美元以上的融資交易，佔該國全部融資交易的 70% 左右。這些廠商的創始人往往有豐富的開發和管理經驗；而且新品數量並不多，往往只要有一款拿得出手的產品，甚至只要有成熟的構思，就能拿到投資。相比之下，雖然韓國和越南遊戲市場公開的融資消息不多，但其中依然不乏休閒小團隊的身影。比如在 2026 年 1 月宣佈完成 69 萬美元種子輪融資的韓國休閒廠商 Peb，該公司的創始人來自以做貓咪主題休閒遊戲著稱的 TREEPLLA。第一款產品也走休閒路線，是一款以「鑽地」為主題的社交博弈遊戲「Dig & Roll」，目前處於最終測試階段，發行商也正是 TREEPLLA。大廠頻頻出手，休閒賽道的「軍備競賽」悄然開始從投資方的角度來看，除了混休和休閒遊戲強大的變現能力，吸引了財務投資之外 （如 a16Z），一些本身未覆蓋混休賽道的大廠也尤為積極。在騰訊之外，還有韓國的 RPG 大廠 NCSFOT，以及背後是有錢任性的中東財團、主要產品佈局在 SLG 和社交博弈的 Scopely 等等。不論是用户的行為習慣（碎片化）、還是 AI 在休閒品類上的更大助益，這些在中重度賽道的頭部玩家，也都無法忽視混休賽道這塊不斷做大的蛋糕。從另一方面看，頭部廠商大量資本的加持，也讓混休的競爭從單純的「拼刺刀」升級到有人拿起「高級武器」。數據來自SimilarWeb、點點數據、Semrush、廣大大等三方平台，可能與真實數據中存在一定誤差，僅供參考。","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"}}}