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腾讯控股(0700.HK):周报

Tencent Holdings (0700.HK): Weekly Report

第一上海 ·  Jul 23

Domestic online game versions were released in July. A total of 105 games were approved. According to the China Press and Publication Administration's domestic online game approval information, a total of 105 game versions were released in July 2024, an increase over June. These include 90 mobile games (including 40 mobile-casual puzzle games); 1 client-side game (Tencent's “Dark Zone Breakthrough: Infinity”); 11 mobile & client games; 2 mobile & web games; and 1 web & mobile & client game. As of 2024, the number of domestic game versions released has reached 732, more than in the same period in 2023.

Tencent's “Dark Zone Breakout: Infinite” game has been approved. “Dark Zone Breakthrough: Infinity” is the PC version of the mobile game “Dark Zone Breakthrough” by Tencent's Rubik's Cube Studio. Like the mobile game, the PC version also uses hardcore gameplay. Players need to select suitable equipment, develop tactical strategies, gather supplies from dark areas, and seek evacuation before starting a battle.

The number of monthly active users of WeChat Mini Games exceeds 0.5 billion

The WeChat Mini Game Team announced at the Mini Game Developers Conference that the number of WeChat Mini Game users reached 1 billion, and the number of monthly active users exceeded 0.5 billion. User usage time continues to grow. Users spend about an hour online every day, and the 14-day user retention rate exceeds 50%. User portraits show that the proportion of female users is high, with users in third-tier cities accounting for half. The age of users is mainly between 24 and 40, and the distribution is diverse. Overall, users of WeChat mini-games are more diverse, mature, and geographically distributed.

The mini game platform continues to help improve the efficiency of the whole link of mini game production, operation, tuning, and growth, and has also created a new scene image of the “PC+ Video Number+IP Platform” for developers to provide creative soil. Over the past year, the applet platform has served more than 0.4 million developers. Of these, more than 80% are small teams with less than 30 people, and the quarterly turnover of more than 240 games exceeds 10 million yuan.

As a successful example of vertical applet application, mini-games have opened up a new incremental market for the game industry.

The cumulative number of registrants for the “Wang Zhe Rongyao” international service has exceeded 50 million

Tencent's “Wang Zhe Rongyao” international service “Honor of Kings” announced on July 20 that the cumulative number of registered users online worldwide has exceeded 50 million. “Honor of Kings” was developed by Tencent Tianmei Studio and released by Level Infinite. It officially landed in Southeast Asia, North America, Europe, Japan, South Korea, and Latin America on June 20. After launch, it won the iOS download list title in 10 markets including Canada, Indonesia, Malaysia, and the Philippines and runner-up in the US iOS download list, and also ranked in the top 10 iOS download lists in Japan, South Korea and other markets. According to SensorTower data, the number of downloads of “Honor of Kings” since June has increased 6.6 times that of May, ranking first in the category in the Southeast Asian local market.

“Honor of Kings” was launched in the Brazilian market in March of last year, in more than 50 countries and regions in February of this year, and in Southeast Asia, North America, Europe, Japan, South Korea, and Latin America in June. Currently, it covers more than 160 countries and regions around the world.

Yuanmeng Star has 10 million daily active users

The Tencent mobile game “Yuanmeng Star” is still popular in the gaming industry. According to 36 Kr, the DAU of “Yuanmeng Star” briefly broke through the 50 million mark during the Spring Festival, surpassing another popular mobile game “Egg Party” at one point.

This figure didn't last; it soon fell below 10 million, but then climbed back to over 12 million a few months later.

Now that the summer vacation program is approaching, a new round of user data competition will begin again. Party games with natural social attributes will face another round of impact. As an operating expert, Tencent clearly has a first-mover advantage over the healthy long-term operation of big IP products.

The translation is provided by third-party software.


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