??????????5?????????????????95%

Chengsoul

??????????????

6?25????????????????????????????????????????????????????????????????B??????2020???????????????????????????

???????????????

??????????????????????1.15???

2013??????????4000?????????????????500?????12.50%????????????????3000???????????1.5????

??2017?????????????????Rouguelike?????????????????????2019???????????????????????9???

???????????????????????????????????????????????????2020?6??????????????????????????????30??????????????B???????30???????

????????IPO?????????9???????5???????????

1.???????????2013?????500???????????????2019??4%????????????2000????????????3.41%????

2.???????????2015???1400????????????????4800??????????????????????????????

3.??????????1.3?????????????????2021?4???3.03????????10.11%???????????????B?????????????????????????23.10%?

4.????2015?????????????????????????????????2021?4???????30???????2700??????????????????????????0.50%????

5.??????????????????2020?5??2800??????????????4.81%?????????????????????????????????1.30??????????????4.6???????????????????????

?????????????

2020??????????????????

?????????????????????????????2020????????12.27????????????????????????11????????????11??

??????????????????????????96%???????????????????????????????????????????????????????????????????????????

?????????????????????????????2018???????????????????????4.8????????????????????????????????????????2020?????????3000???

????????????????????????????????11.26???????????23.32?????????28.06????????38.2????????????

?????????????????????2020?????????????1.2???????10%?

?????????????????????????????????????????????????????10?iOS?????1??????????4????????????????????????????????????2020?????????????10??

2020?????????????5.5???????31?????????????????25%????????22%??????8.9%???????10.6%?????????????????????????????

2021?Q1????????1.82?????????????????????????????????????????????4.7??????Q1???????1.7????????2020?????????


????????????95%??

??????????????????????Roguelike RPG????????????

2020?????????????????????????14?????????????????????43???????????????????????????????????????????????????

?????Roguelike?????????????????????Roguelike????????2015?????????????2020?Roguelike  RPG??????2021??????????????????????Roguelike RPG?????????????1.8???

??????????

??????????????????????????2021?4???????76%????30????????????65%?????????????????????????????????????????

???????MAU???MPU???2020????????????2021?Q1???????2020????MAU??2018????????344?????MPU??2018???4?????78???

???????????????????????2021?3???????6500???????????1100?????????????????????????????????????????????????????????2021?3??380??????????170??????????????????

????????????????????Roguelike RPG?????????????

??????????16?

???????2020?6?????????????????????????????4???????????????iOS???100???????????????????????????????

??2021?3??????16?????????15.1???????????????????95%?????????????????????Q1??????????70%?

???????????1.68?

????????2016?8??????????????Roguelike RPG???????????????????????iOS?????300????

???2020?????????1.02??????????1.68????????????2.3???

????????????1.35?

?????????2021?3????????????????????????Roguelike RPG???????????iOS????????????????????TOP100?

????????1.85?????2021?Q1??MAU380?????MPU120??????????????43%???????1.35???

????????????3400?

????????2018?8???????????????????????????RPG??????????????????????iOS????????????????150????????????3490???

????????????3200?

????????2015?6????????????????????????????RPG????iOS??????????150???????600??????????3280???

???10?????????SLG

???????????????????????????????????????10???????????????????????????????????????Roguelike RPG????????????SLG???

???2021?Q4????????????????Roguelike??????????????????????????????????????????????????Rogeulike?????

??2022?Q2?????????????????????????????????????????????????????????????????????????????????????????????????????????

??

????????????????????????????????????????????????????????????????????????

?/???Jagger
???????
???https://mp.weixin.qq.com/s/lqXXgxmMYyYzYlyo4RpWAA