大厂撤退、腰部分化:游戏不再是一门好生意了吗?

第一财经
Sep 02

8月底,游戏厂商中期财报季落幕。  如果看行业大盘,游戏仍然有不错的增长。2026年上半年,中国游戏市场收入同比增长12%。但如果看向各家游戏公司财报,呈现的是另一幅图景:实现营收、利润双增长的厂商并不多,头部公司继续吃下大部分增量,中腰部厂商业绩明显分化,有的亏损、有的掉出行业前十。  游戏市场没有停止增长,但增长正在变得越来越集中。CIC灼识董事总经理姜骁潇对第一财经记者表示,企业层面正在呈现...

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