股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中手游科技集团有限公司 呈交日期: 2025年10月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00302 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.0001 | USD | | 500,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0.0001 | USD | | 500,000 | 本月底法定/註冊股本 ...

Core Viewpoint - Zhong Shouyou (00302) has seen a stock price increase of over 6%, currently at 0.485 HKD, following the announcement of a strategic partnership with Amber International Holding Limited to advance their Web3 initiatives [1] Group 1: Company Developments - On September 29, Zhong Shouyou announced a strategic cooperation with Amber International Holding Limited, a leading provider of institutional-grade crypto financial services [1] - The partnership aims to integrate their strengths in the gaming industry and Web3 sector, focusing on the compliant implementation of the "Xianjian Qixia Zhuan" IP RWA project [1] - This collaboration is a significant step in Zhong Shouyou's ongoing efforts to expand its Web3 business, following its previously announced Web3 strategy and collaboration with a Hong Kong stablecoin sandbox pilot issuer [1] Group 2: Market Reaction - Following the announcement, Zhong Shouyou's stock price rose by 6.59%, with a trading volume of 2.6234 million HKD [1]

Core Viewpoint - Zhongshouyou (00302) has seen a stock price increase of over 6%, currently trading at 0.485 HKD, with a transaction volume of 2.6234 million HKD, following the announcement of a strategic partnership with Amber International Holding Limited to advance their Web3 initiatives [1]. Group 1 - Zhongshouyou announced a strategic cooperation with Amber International Holding Limited, a leading provider of institutional-grade crypto financial services [1]. - The partnership aims to integrate their strengths in the gaming industry and Web3 sector, focusing on the compliant implementation of the "Xianjian Qixia Zhuan" IP RWA project [1]. - This collaboration is a significant step in Zhongshouyou's ongoing efforts to accelerate its Web3 business development, following its previously announced Web3 strategy and partnership with a Hong Kong stablecoin sandbox pilot issuer [1].

Core Viewpoint - The strategic partnership between Zhong Shouyou Technology Group and Amber Premium aims to leverage their respective strengths in the gaming and Web3 sectors to enhance the commercial value of the classic IP "Xianjian Qixia Zhuan" while ensuring compliance with regulations [1][3][4]. Group 1: Strategic Partnership - Zhong Shouyou has announced a strategic collaboration with Amber Premium to integrate their advantages in the gaming industry and Web3 [1][3]. - Amber Premium will provide customized services, including blockchain development, wallet security, payment solutions, and digital asset management, to support Zhong Shouyou's Web3 ecosystem [3][4]. - The partnership is expected to explore further opportunities in the Web3 space, leveraging Amber Premium's extensive client base and industry recognition [3][4]. Group 2: Web3 Business Development - This collaboration is a significant step in Zhong Shouyou's Web3 business strategy, following its announcement of a Web3 strategy and collaboration with a stablecoin sandbox pilot issuer [2][3]. - Zhong Shouyou's Web3 plans include the RWA (Real World Asset) tokenization of the "Xianjian" IP, a Web3 aggregation payment tool supporting fiat and major cryptocurrencies, and the launch of a decentralized esports platform "KKFun Esports" by late 2025 to early 2026 [4][5]. - The partnership with Amber Premium is anticipated to play a crucial role in the implementation and growth of Zhong Shouyou's Web3 initiatives [4]. Group 3: Company Background - Zhong Shouyou Technology Group is a leading global IP game operator, focusing on creating high-quality IP games through self-developed and co-developed projects [6]. - The company went public on NASDAQ in September 2012 and later listed on the Hong Kong Stock Exchange in October 2019 [6]. - Amber Premium, a subsidiary of Amber Group, provides institutional-grade financial services and aims to redefine digital wealth management in the Web3 economy [7].

Core Insights - The company Zhongshouyou (0302.HK) has announced a strategic partnership with Amber International Holding Limited, a provider of institutional-level crypto financial services [1] - The collaboration aims to advance the RWA (Real World Asset) plan for the IP of "Xianjian Qixia Zhuan" under the premise of regulatory compliance [1] Company Summary - Zhongshouyou is actively engaging in the integration of blockchain technology with its intellectual property, indicating a forward-looking approach in the gaming industry [1] - The partnership with Amber International highlights the company's commitment to exploring innovative financial solutions within the gaming sector [1] Industry Summary - The collaboration reflects a growing trend in the gaming industry towards leveraging blockchain and crypto financial services to enhance asset management and monetization strategies [1] - The focus on regulatory compliance suggests that the industry is increasingly prioritizing legal frameworks as it navigates the complexities of integrating traditional gaming with emerging technologies [1]

Group 1 - The core point of the article highlights the recent stock transfer of Zhongyou Mobile (00302) from Futu Securities International Hong Kong to Morgan Stanley Hong Kong Securities, with a transfer value of HKD 112 million, accounting for 7.98% of the total shares [1] - In the first half of 2025, Zhongyou Mobile reported revenues of RMB 763 million, representing a year-on-year decrease of 38.13% [1] - The company experienced a net loss attributable to shareholders of RMB 639 million, which is an increase of 170.32% compared to the previous year [1]

Core Insights - The recent transfer of shares for Zhong Shou You (00302) from Futu Securities International Hong Kong to Morgan Stanley Hong Kong Securities amounted to HKD 112 million, representing 7.98% of the total shareholding [1] Financial Performance - In the first half of 2025, Zhong Shou You reported revenues of RMB 763 million, a year-on-year decrease of 38.13% [1] - The company experienced a net loss attributable to shareholders of RMB 639 million, which is an increase of 170.32% compared to the previous year [1]

Core Viewpoint - The financial report of Zhongshou (stock code: 0302.HK) for the first half of 2025 indicates a significant revenue of RMB 763 million but an adjusted net loss of RMB 638 million, primarily due to high marketing expenses for new strategic products and one-time restructuring costs [1] Group 1: Financial Performance - The company reported a revenue of RMB 763 million for the first half of 2025, with an adjusted net loss of RMB 638 million [1] - The loss is attributed to high marketing costs for new products launched in early 2025 and one-time expenses related to restructuring [1] - Operating cash flow turned positive at RMB 108 million, laying a foundation for performance recovery in the second half of the year [1] Group 2: Overseas Business Growth - Overseas business revenue reached RMB 235 million, a year-on-year increase of 33.2%, accounting for 30.8% of total revenue, marking a significant growth driver for the company [2] - Successful launches of games like "斗破苍穹：無雙" and "斗罗大陆：史莱克学院" in various regions have demonstrated strong market appeal [2][3] - The company has a robust pipeline for overseas products, including titles set to launch in Southeast Asia and Korea, indicating sustained growth potential [3] Group 3: Mini Game Sector - The mini game segment has shown impressive performance, with the market experiencing a 40.2% year-on-year growth, reaching a sales revenue of RMB 23.276 billion in the first half of 2025 [4] - The game "春秋玄奇" achieved over RMB 100 million in revenue within three months of launch, highlighting the company's competitive edge in this sector [4] - Upcoming mini games are expected to further enhance user engagement and revenue generation [4] Group 4: Web3 Initiatives - The company is actively exploring Web3 opportunities, including the on-chain plan for the "仙剑奇侠传" IP and the development of a decentralized esports platform [5] - Strategic partnerships with industry leaders signal a commitment to leveraging Web3 technologies for future growth [5] - The focus remains on optimizing product structure and deepening IP operations while exploring cutting-edge technologies [5]

Group 1: Overview of China's Gaming Industry Growth - The Chinese gaming industry is experiencing a new wave of growth in overseas markets, with actual sales revenue from self-developed games reaching $9.501 billion in the first half of 2025, a year-on-year increase of over 11% [1] - Traditional markets such as North America, Japan, South Korea, and Western Europe remain key revenue contributors, but competition is intensifying, prompting Chinese companies to explore underdeveloped emerging markets [1] - Emerging markets in the Middle East, Latin America, and Southeast Asia are rising, presenting new growth opportunities for manufacturers [1] Group 2: Vietnam's Gaming Market - Vietnam has emerged as a significant player in the global gaming scene, with mobile game downloads reaching the highest globally in 2024, surpassing China [5] - Chinese games dominate the Vietnamese market, with 81% of approved games being from China, and titles like "Sword of Legends Online" have historically held a significant market share [7] - The success of Chinese games in Vietnam is attributed to cultural proximity, effective localization strategies, and integration with local payment platforms [9] Group 3: Challenges in the Vietnamese Market - Despite the potential, challenges such as strict approval processes and market size versus commercial return discrepancies exist, requiring companies to adjust expectations [9] - The Vietnamese gaming market is projected to reach $1.5 to $2 billion by 2025, with an annual growth rate of 15% to 25% [9] Group 4: Middle East Gaming Market - The Middle East is becoming a new blue ocean for the gaming industry, driven by a large population, strong consumer spending, and government support [12] - Saudi Arabia's government has elevated the gaming industry as a national strategy, planning to invest $38 billion in gaming and esports [14] - The market is characterized by high consumer spending, with Saudi users' average revenue per user (ARPU) being twice that of the U.S. and five times that of China [14] Group 5: Russia's Gaming Market - Russia's mobile game downloads reached 1.18 billion in the first half of 2024, making it the fifth largest globally, supported by a smartphone penetration rate of 83% [17] - The local digital ecosystem has shown resilience despite international sanctions, with in-app purchase revenue expected to reach $247 million in 2024, growing 12% year-on-year [17] - The exit of Western companies has created a "window of opportunity" for Chinese developers to fill the gap in the market [20] Group 6: Latin America's Gaming Market - Latin America is a growing market with approximately 150 million gamers and a market size of around $3.8 billion, with Brazil being the largest market [21] - The effectiveness of marketing strategies has shifted towards leveraging KOLs (Key Opinion Leaders) for brand promotion, especially in gaming [23] - The market is in a recovery phase, with Chinese companies increasingly establishing local teams for customized operations [24] Group 7: Future Outlook - The Chinese gaming industry is entering a new phase focused on strategic depth and localization, moving away from a reliance on traffic and short-term gains [25] - The next decade will see competition driven by the ability to transition from "game developers" to "localization partners," enabling sustainable global development [26]

CMGE Technology Group Limited 中手游科技集团有限公司 (Incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立的有限公司） (Stock Code 股份代號 : 0302) Pursuant to Rule 2.07A of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Listing Rules") under the expansion of paperless listing regime and electronic dissemination of corporate communications that came into effect on 31 December 2023, the Company is writing to inform you that the Company has adopted electronic dissem ...