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《玉蒲团之西厢艳谈》,发现不一样的美,沉浸于极致的感官体验!
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《玉蒲团之西厢艳谈》,发现不一样的美,沉浸于极致的感官体验!

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文/迷宫

导语

游戏业务坍塌

在大众视线隐身已久的蓝港互动,上月底发布了2024年年报。年报所披露的数字令游戏茶馆唏嘘不已。

去年蓝港营收1.46亿,同比增长7.78%;净亏损0.29亿,同比扩大66.60%;员工仅57人,环比骤减56.15%;支付离职补偿758.6万,同比增长64.70%。

亏损对于蓝港而言已是家常便饭,自2014年上市以来9年里蓝港从未盈利,并且营业收入更呈现出断崖式下跌。蓝港上市首年,年收入尚能达6.79亿,而到去年收入已跌至1.46亿。

蓝港止不住下滑颓势的背后,是游戏业务的崩塌。

游戏茶馆了解到,蓝港游戏业务已全面萎缩,只剩少量人手维护老游戏,更无新游戏在研。伴随着蓝港业务重心迁移至Web3,同期影视业务又屡有突破,蓝港的游戏味越来越淡。

蓝港游戏业务持续萎缩

01

旗舰新游公测前,制作人跑了,半年即出0.1折服

去年9月,蓝港研发四年之久的旗舰新游《闹闹天宫2》终于上线了,但没有激起多少水花。《闹闹天宫2》自从去年11月后再无任何更新,目前没内容没活动。倒是在上月底时,游戏光速推出了0.1折福利服。通常而言,只有下架或不再更新的游戏才会推出0.1折服。

半年就推出0.1折服

就在《闹闹天宫2》公测前夕,蓝港副总裁、游戏业务负责人陈浩一纸辞呈挂印而去。游戏茶馆获悉,陈浩就是《闹闹天宫2》的制作人。

公开资料显示,陈浩是蓝港元老级人物,曾负责运营蓝港三剑之一的《神之刃》(另外两剑是《苍穹之剑》和《王者之剑》)。后期他又带队成功发行《十万个冷笑话》和《黎明之光》,积极开拓海外市场。陈浩在《苍穹之剑》制作人赵军、《王者之剑》制作人梅嵩相继离职后,于2018年升任游戏业务负责人。

旗舰游戏公测在即,但制作人却离职。似乎预示着《闹闹天宫2》命运最终触礁沉没。

《闹闹天宫》是蓝港近八年来最为成功的自研IP,续作《闹闹天宫2》自然被寄予厚望。不过《闹闹天宫2》玩法由轻度MOBA变成了塔防卡牌,多少有点货不对板,在四年的开发周期中最终迷失了方向。

部分老玩家对2代玩法大改感到不适应

据知情人士回忆,《闹闹天宫2》几轮测试下来数据一直不理想,团队内部也对项目前途感到忧心忡忡。不过在陈浩的坚持下,《闹闹天宫2》从2023年延期至2024年,期间反复不断地进行调优、测试,但收效甚微。

一家非常擅长小游戏发行的大厂,曾一度接近签下《闹闹天宫2》的发行权。不过当他们看到《闹闹天宫2》小游戏版本的测试数据后,顿时意兴索然。这可能也是《闹闹天宫2》小游戏版最终消失在蓝港年报中的一大原因。

修改数月后,蓝港最后硬着头皮强行发《闹闹天宫2》。果不其然,微量的宣发操作后,《闹闹天宫2》很快就被新游浪潮淹没。而那时项目组人员已所剩无几,再无内容更新。

蓝港年报披露,去年游戏业务收入3980万,同比下降43.2%。蓝港将下滑归因于2023年确认了《伊苏:梦境交织的长夜》(已取消)发行权的一次性收入。

蓝港负责引进的《伊苏8》改编手游

在有旗舰新游上线的当年,蓝港游戏收入却录得高双位数下滑。可见《闹闹天宫2》的实际收入有多不如人意,还远不如一款被砍游戏的发行权版金高!

02

曾婉拒16亿收购要约,如今市值仅7800万

十年前时,蓝港也曾风光过。赴港上市前,蓝港顺利从端游转页游,再从页游转手游,每一步都踏准了市场节奏。

蓝港创始人王峰曾任金山高级副总裁,分管游戏业务,是雷军的下属。据听过王峰演讲的人描述,王峰演讲能力完全不输雷军,故事和干货穿插,趣味盎然。

2007年,看到了端游大浪潮机会的王峰,拿着IDG给的200万美元天使投资创立了蓝港互动。

创业早期时,蓝港的端游产品也不赚钱,一度困难至需要裁员缩减开支。直到王峰决定公司转型去做手游,蓝港完成华丽蜕变,成为当时炙手可热的一家手游公司。

2013年蓝港推出《王者之剑》手游,一炮而红,高峰时月流水破4500万。当年就为蓝港带来2.39亿元,撑起来了半壁江山。

王者之剑

彼时移动互联网风口方兴未艾,各大厂商都在疯抢一张新世代的门票。快速崛起的蓝港犹如一颗闪耀的钻石,吸引着其他资本争相竞逐。多家上市公司挥携带重金,与王峰洽谈收购事宜。

2013年7月,A股上市公司朗玛信息发布公告,拟以16亿元收购蓝港。然而双方未能在交易价格、交易结构和方案上达成一致,一个月后交易终止。其实收购案告吹的核心原因还是:蓝港不愿卖,创始团队不甘寄人檐下。

王峰认为A股上市公司盈利能力差,主要依靠“并购+对赌”推动利润增长。在他看来,蓝港那时年收入已经过亿,卖公司相当于把自己能赚到的钱提前拿到,但要被上市公司老板拿着对赌鞭笞着干活。王峰直言“心里不平衡”。

在获得投资人支持后,王峰决定推动蓝港独立上市。为了尽快上市,蓝港也等不及满足香港市场主板条件,直接选择上交易量更小、但财务要求不高的创业板。

蓝港赴港IPO,但创业板

2014年蓝港赴港上市,成功挂牌港交所创业板,市值36.24亿港元。站在那个时间点来看,王峰不卖蓝港是对的,毕竟独立上市估值可比朗玛信息的收购价高得多。然而香港创业板远弱于主板,交易量萎缩得厉害,撑不起互联网公司估值。再加上蓝港始终无法盈利,很快就沦为仙股(低于1港元的股票)。当然这些都是通过后视镜得出的结论。

眼下,蓝港股价只有两毛四港元,市值相比刚上市时跌去了97.54%。

03

相比游戏,创始人更信仰比特币

身为蓝港的掌舵人,王峰一直在推动公司多元化经营。他始终认为,作为CEO不能仅忙于眼下,还要察觉外部市场的变化和新产品趋势,不然恐失去“明日的早餐”。手握IPO募得的7.2亿港元,又有手游稳定的现金流,蓝港尝试了诸多新业务。

2016年,蓝港进军家用机市场,发布了战斧F1主机,结果销量惨淡,铩羽而归。

同年,蓝港影业扬帆起航。王峰曾表示影视是游戏向外延伸到泛娱乐内容,“一定要做”。蓝港影业屡次尝试改编自家游戏IP,但最终跑出来的却是网文IP改编的网剧。

2018年,王峰个人精力转向投入区块链,创办火星财经,后又辞去蓝港CEO,将火星财经股份免费转让给蓝港。

2021年,时任CEO的廖明香组建一支小团队尝试做食品业务,希望食品业务做好后能养游戏研发。廖明香后来在接受游戏新知采访中透露,食品业务上线半年就做到了月GMV破千万。

2022年,王峰回归蓝港,重任CEO,提出聚焦Web3,关停了食品业务。王峰回归后,首先请来了火币美国原CEO担任独立董事,任命火星财经原产品负责人赖伟锋担任蓝港海外Web3副总裁,负责Web3游戏平台和GameFi产品的运营。

王峰在朋友圈中直抒胸臆,认为Web3和游戏结合的奇妙世界,大有可为。

2023年,在王峰的大力推动下,蓝港首次购买加密货币,共花费2000万元。

2024年,王峰将自己持有的NFT交易平台Element股权(35%)赠予蓝港。这一年蓝港投资了比特币算力供应商EcoPowX,并继续花费5340万元购买加密货币。

年报披露,截止去年年底,蓝港共持有102.06个比特币、818.13个以太坊,浮盈460万美元。蓝港投资加密货币,的确实现了公司资产的保值、增值。

翻看蓝港的2024年报,如今Web3业务评述已放在所有业务的最前面,也是着墨最多的部分,充分体现了Web3业务的优先级。董事会审议年报时,王峰对于游戏的态度是保持关注但“不会急于动手”;对于加密资产,他则大胆地表示不排除完全以比特币本位管理公司。

相比游戏,王峰无疑更信仰比特币。

04

回过神来已是沧海桑田

回顾蓝港上市以来的发展轨迹,似乎他们偏好穿梭于热门风口之间,从影游联动、VR、区块链到直播电商,再到AI领域。除了影视业务做出了一些成绩外,其他尝试皆乏善可陈。

现在的蓝港即缺能力又缺资源,去制作一款符合当下市场审美的游戏。而创始人的兴趣、精力早已转移至其他领域,游戏业务能以最低成本维系下去,已是不错局面。

国内游戏市场生态早已天翻地覆,老牌游戏厂商或存在路径依赖,回过神来已是沧海桑田。

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