The new rules of the game over the weekend hurt the stock market, and most of the articles on the Internet were also scolded.
But there is a group of voices that have been almost ignored by the market, that is, the consumers of games, the real player group.
It is estimated that many old fans know that Lao Nan is also a former P, although he is not a heavy krypton player, but he has still slightly krypton in recent years.
(It is strictly forbidden to discuss how much Lao Nankr has in the comment area, he will be scolded by his wife, you are merciful, and the dog will save your life)
So in this article, it's not that Lao Nan's point of view is necessarily right, but I hope you can see more angles, so that you can have a more comprehensive understanding of one thing.
01
When the draft of the new game regulations first came out, a group of friends in the industry came to Nanjing to communicate, and Lao Nan was busy entertaining, so the draft took a cursory look.
At that time, the first feeling was that as a gamer, it was quite good, and as an investor, the first judgment was also on the mainstream game manufacturers, and the impact on revenue was very limited.
As a result, after the market closed in the afternoon, I looked at the market and was shocked. The stock market itself is not good, and if it is like this, the whole network will definitely crusade.
That night, I went to station B and NGA, where the game group is concentrated, and found it very interesting, relatively the whole network crusade, most gamers, and even some game industry practitioners, are applauding, this contrast has been ignored by the market.
To give a few examples, this is a UP master of station B who specializes in analyzing miHoYo games, claiming to have been resident in the United States and Japan, and has also been a trader, I can't confirm the above, but his game analysis of Genshin Impact and Star Iron under miHoYo is at the top level in Lao Nan's opinion, and the operation ability is also very strong, Lao Nan can only envy this kind of handicap, so I have been with this UP master for more than 2 years.
He posted this video discussion on the day the new regulations were released, close to 30w of playbacks, and the overall recognition of the new rules is still recognized, such as "If the daily check-in is canceled, it will be good for all players, and players don't need to sit on the lap of the capitalist", and most of the barrage also expressed support.
And he thinks that this draft of the draft, these terms are definitely formulated by the game industry, and he understands the suffering of players too well.
The comments below this video are also very interesting, such as this one:
And this sentence, you see how profound it is:
The implementation of the new regulations will urge manufacturers to promote the development of the content quality of the game instead of thinking about how to cheat Krypton and force Krypton, which is definitely more beneficial than disadvantageous for the development of domestic games.
Players are consumers, customers, not piggy banks for gaming companies. What players get from game companies is entertainment, not PUA.
02
If you go to the NGA forum to take a look, there are many masters, and you will find that a lot of highly praised content is in support of the new regulations, and even some practitioners.
For example, this:
This draft is fundamentally different from the previous regulations on the management of games, which were all shackles on the cultural and entertainment attributes of games, and what content should be presented in the game, while this time it is aimed at the commodity attributes of games and how games collect money.
It's because in the past, the management of games was focused on entertainment attributes, but there were almost no restrictions on how it charged, and game manufacturers were allowed to grow savagely in terms of making money, so that now domestic games are unique in the world in terms of cheating Krypton and forcing Krypton, and many friends who really love games are also dissatisfied with this status quo.
Because the domestic game industry has grown savagely for too long, so that game industry practitioners and investors have tacitly accepted that the game should be forced to cheat Krypton in this way, and come up with all kinds of crooked and evil tricks, such as a large number of trolls drowning out the voices of normal players, and boasting about the loudspeaker of self-media money, such a low-cost garbage game can also collect a lot of money.
See, these expressions are deafening, and the cognition of the game is more than one level higher than that of some brokerage research reports.
This look is an old player, pay attention to the key words:
Each one is cut at the arteries of the game's routine.
It blocks a lot of basic routines from page games to mobile games.
There must be senior game practitioners involved in this, otherwise it wouldn't be so accurate...
And the cuts are all good for the players.,Why are there still people complaining on the forum?Is the water army?
And this, a former gaming practitioner:
Except for the first point that online games are not allowed to set daily logins I don't understand, I agree with the other points, because the Chinese game market has exceeded 300 billion, of which the revenue of China's mobile games is 226.86 billion, but most of it is commercial garbage.
Everyone knows what the nature of domestic MMO games is, most of them are cheating Krypton gameplay, taking the old journey, big DAU light paid MOBA, FPS games only account for 4% and 7%. From this perspective, China's game market is in fact in a state where bad money drives out good money.
When the European and American markets rely on 3A for cultural output, what else can we do except Genshin Impact, Star Iron, and Black Myth?
Take advantage of the release of the "Measures for the Administration of Online Games (Draft for Solicitation of Comments)", go into the trash, let the game return to fun, return to playability, please let users pay for the playability of the game, don't comment on how a game is only concerned about income, only pay attention to running water, after all, the game is a creative industry, and the game itself is fun.
03
After reading the above, did you suddenly find that you have a new understanding of this matter?
Don't worry, it's not over yet.
This is Morgan Stanley's research report on the new rules of the game, and this conclusion is estimated to be unexpected by most people, in fact, it is highly consistent with Lao Nan's first reaction at that time:
This is not a new round of regulatory repression, so the impact on real income is negligible (<5%);
Large/more compliant video game publishers, who are already following these guidelines;
The industry will continue to grow at a healthy pace.
04
Mind you, that's not all.
On December 21, someone accurately bought 6-day Tencent put options, more than 12,000, and the price of a single one was less than 1 yuan.
After the news was released on the 22nd, this put option rose to a maximum of 35 yuan, making a profit of more than 30 times in one day.
On the 21st, there were 3 purchases of Tencent's 270 strike price put options, and the purchase price was only about 2 cents, making a profit of more than 500 times in one day.
Goldman Sachs' seat was also one day before the new regulations, and it accurately shorted 8 billion Tencent.
Why do big funds know in advance? And combined with our above analysis, this policy really hit Tencent so hard?
So, again, your emotions are just a tool for others to make money. After all, this new game regulation is more similar to the "Game Consumer Rights Protection Law".
knot
Therefore, as a gamer, Lao Nan agrees with the analysis of the above player.
Players are consumers, customers, not piggy banks for gaming companies. What players get from game companies is entertainment, not PUA. Let the game return to fun, back to playability, please let users pay for the playability of the game.
By the way, Tencent's weekly 5 decline, you can think about it, is it an overreaction? After all, the biggest impact of this policy is some third- and fourth-line cheating Krypton game companies.
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