【新闻点评】一只新game撑起腾讯

【新闻点评】一只新game撑起腾讯

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【新闻点评】一只新game撑起腾讯
【新闻点评】一只新game撑起腾讯
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《地下城与勇士:起源》将于五月二十一日正式上线,多家投行预期可为腾讯注入强心针。 (网上图片)

《地下城与勇士:起源》将于五月二十一日正式上线,多家投行预期可为腾讯注入强心针。 (网上图片)

港股连日反弹,腾讯(0700.HK)尤其强势,两日飙近10%,市值进账2700亿元。事缘腾讯本周一宣布,备受期待的手机游戏《地下城与勇士:起源》铁定于5月21日正式上线,多家投行预期可为该巨企注入强心针。这只新game威力惊人,皆因其前作自2005年推出后,成为全球史上最受欢迎游戏之一,累计创造逾1700亿元营收。十多年磨一剑,今次续作原定于2020年登场,却受「铁拳监管」打击延迟至今。随着新game上线,市场亦期望这象征监管政策常态化,令网游行业发展重返正轨。

DNF手游5月上线备受关注

介绍新game之前,首先要了解其前作。 《地下城与勇士》(Dungeon & Fighter)由南韩游戏商Neople于2005年推出,是一款电脑网络游戏(iPhone第一代于2007年才面世,此前的手机游戏主要只有「踩地雷」和「贪食蛇」)。顾名思义,该款游戏以西方传统冒险故事元素为背景,让玩家扮演「勇士」,在「地下城」里「打怪」和「寻宝」。同类题材游戏早于上世纪八十年代「红白机」时期已出现,最经典是1986年首度面市的《勇者斗恶龙》系列。

2005年的《地下城与勇士》在传统基础上进行破革与创新,首先是利用当时更先进的电脑性能,从静态RPG(角色扮演游戏)演变为2D动作ARPG(action role-playing game),让玩家直接操控角色杀敌,带来更爽快官能感受。其次,Neople善用网络技术,在《地下城与勇士》引入团队合作、PVP对战、「课金」买武器、玩家互相交易等功能;这些功能不但使玩家沉迷,还令开发商一次性「卖game 」之余,可持续从「课金」和「抽佣」赚取收入。

经典题材结合崭新玩法,《地下城与勇士》自2005年冒起,迅即风靡全球game迷,成为史上最受欢迎游戏之一。据Neople官方资料,该游戏至今录得8.5亿名独立玩家,累计创造逾220亿美元(约1716亿港元)营收。该游戏在内地尤其受欢迎,由腾讯代理发行,贡献绝大部分营业额。

腾讯于2019年曾拟收购Neople,后因中国政府「防止资本无序扩张」而未能成事,但两家公司仍维持紧密关系,包括合作开发《地下城与勇士》续作。

直到现在,内地每日仍有数百万玩家活跃于《地下城与勇士》这只接近20年历史的「旧game」。该游戏亦衍生出「职业搬砖」商机,意思是一些熟练的资深玩家,每日花十多小时在「地下城」打怪、挖金、寻宝,再把战利品卖给其他玩家,换取现金,现时每月可赚3000至5000元人民币(但十分耗神费时),反映该游戏相当「长青」。

更难得的是,有别于其他受欢迎游戏不断推出续作,《地下城与勇士》用十几年时间磨一剑,才炮制出今次的《地下城与勇士:起源》,亦象征这个经典游戏系列首次登陆手机平台。

然而,这款新game早于2015年开始研发,腾讯曾经宣布于2020年8月12日正式上线,却适逢当时中国政府对网游行业实施严格监管,《人民日报》更把网游形容为「精神鸦片」;结果腾讯于2020年8月10日发布紧急公告,称《地下城与勇士:起源》需要升级「防沉迷系统」,故延期上线,岂料一延便接近4年。

及至今年2月,《地下城与勇士:起源》终于获国家新闻出版署批出版号,得以进行试玩测试。腾讯本周一宣布该新game将于5月21日上线,倘若今次不会延期,便意味「勇士」们相隔接近20年可望再闯「地下城」,且由电脑网游「升呢」为手机游戏。再考虑到玩家们自2015年起望穿秋水,以及在2020年「空欢喜」,多年来积累的期待有机会大爆发,难怪这款新game被市场寄予厚望。

作为市值逾3万亿港元的科网巨擘,腾讯去年营业额超过6000亿元人民币。

作为市值逾3万亿港元的科网巨擘,腾讯去年营业额超过6000亿元人民币。 (VCG via Getty Images)

憧憬监管铁拳「封印」有利发展

当然,作为市值逾3万亿港元的科网巨擘,腾讯去年营业额超过6000亿元人民币,一只新game哪管多受欢迎,对整体业绩的提振也相对有限。惟市场同时关注,《地下城与勇士:起源》延迟近4年终获批上线,或许象征中国网游监管转趋常态化,毋须再轻易动用「铁拳」,有利于网游行业发展。

值得留意的是,中国相关部门应该也很清楚,《地下城与勇士:起源》备受万众期待,一旦上线很可能掀起现象级热潮,当局是否对近年的整顿工作感到满意?似乎腾讯颇「识做」,本周一公布新game即将上线之余,同时宣布,在今年五一黄金周假期前后25天之内,未成年人总共只可登入该公司旗下网游9小时,即平均每3日才可「打机」1小时,某程度上有助预防未成年人沉迷网游。

正因如此,这两日除了腾讯飙近10%,其他手游股如网龙(0777.HK)、中手游(0302.HK)、心动公司(2400.HK)、友谊时光(6820.HK )、天鸽互动(1980.HK)等亦齐报捷。无论如何,很多「勇士」们已摩拳擦掌,准备5月21日「入城」开战。

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