Group 1 - The article lists several new mobile and gaming titles, indicating a growing trend in the gaming industry towards diverse platforms such as mobile and consoles [2][2][2] - "Prince of Persia: The Lost King" is set to be released on multiple platforms including mobile, client, and PS5, showcasing the expansion of classic franchises into modern gaming formats [2][2][2] - "Fantasy Battle" and "Magic Hunter" are also highlighted as new mobile games, reflecting the increasing investment and innovation in mobile gaming by companies like Shenzhen Chuangmeng Tiandi Technology and Wuhan Fengze Zhongfu [2][2][2] Group 2 - The involvement of educational institutions like East China Normal University in game development suggests a collaboration between academia and the gaming industry, potentially enhancing the quality and creativity of game design [2][2][2] - The presence of multiple companies in the gaming sector, such as Shanghai Bihan Network Technology and Shenzhen Chuangmeng Tiandi, indicates a competitive landscape with various players contributing to the market's growth [2][2][2]

Group 1 - The core point of the article is that Shenzhen Chuangmeng Tiandi Technology Co., Ltd. has obtained a patent for a data analysis method, system, and related devices, with the patent number CN114781822B and an application date of April 2022 [1] - Shenzhen Chuangmeng Tiandi Technology Co., Ltd. was established in 2011 and is primarily engaged in software and information technology services, with a registered capital of 2,150.01755 million RMB [1] - The company has made investments in 44 enterprises and participated in 5 bidding projects, holding 878 trademark information and 107 patent information, along with 20 administrative licenses [1]

Group 1 - The core stock price of Chuangmeng Tiandi (01119) increased by over 9%, reaching 0.59 HKD with a trading volume of 6.32 million HKD [1] - At the "AI + Game" forum held on December 18, Chuangmeng Tiandi's co-founder and CTO, Guan Song, participated in discussions about the application of large models in the gaming industry and shared insights on the expected outcomes and benefits of game implementations based on large models by 2025 [1] - The company aims to enhance user experience in the AI sector and explore the potential of "AI + Game" in collaboration with partners [1] Group 2 - The Volcano Engine 2025 Power Conference will take place on December 18-19, featuring a forum on "AI + Game" that may showcase more AI-enabled gaming scenarios [1] - With the upcoming holiday seasons, including Christmas, New Year, and the Spring Festival, gaming time and spending are expected to increase, potentially leading to a significant rise in gaming revenue [1] - Open Source Securities recommends continued investment in the gaming sector, highlighting the value-for-money aspect of the industry [1]

Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of Chuangmeng Tiandi (01119), which increased by over 9% to HKD 0.59, with a trading volume of HKD 6.32 million [1] - Chuangmeng Tiandi's co-founder and CTO, Guan Song, participated in a roundtable discussion at the "AI + Games" forum during the Volcano Engine Force Power Conference, focusing on the practical applications of large models in the gaming industry and future AI strategies [1] - The company aims to enhance user experience and explore the potential of "AI + Games" in collaboration with partners, sharing insights on the expected outcomes and benefits of game implementations based on large models by 2025 [1] Group 2 - The Volcano Engine 2025 Power Conference will take place on December 18-19, featuring the launch of the updated Doubao large model family and an "AI + Games" sub-forum, which may showcase more AI-enabled gaming scenarios [1] - With the upcoming holiday season, including Christmas, New Year, and the domestic winter and Spring Festival holidays, gaming time and spending are expected to increase, potentially leading to a significant rise in gaming revenue [1] - Open Source Securities suggests maintaining a strong investment in the gaming sector, which offers attractive valuation opportunities, especially with the anticipated release of new major games and enhanced operations of existing titles [1]

Group 1 - The core viewpoint of the article highlights a collective rise in Hong Kong gaming stocks on December 19, with notable increases in share prices for several companies [1] Group 2 - Company Dreamland (01119.HK) saw a share price increase of 3.70% [1] - Company NetEase-S (09999.HK) experienced a rise of 1.42% in its share price [1] - Company Zhongjiu Mobile (00302.HK) had a share price increase of 1.37% [1]

Core Insights - The forum "AI + Games" held by Huoshan Engine highlighted the integration of AI technology in the gaming industry, with a focus on user experience enhancement and collaboration opportunities [1][4] - The company aims to leverage AI capabilities to achieve operational efficiency, research and development collaboration, and product experience improvements by 2025 [2][4] Company Strategy - The company has adopted a dual-driven strategy of "overseas premium publishing + self-research," utilizing AI technology to empower the entire gaming value chain and establish a robust growth model [1][2] - AI is viewed not just as a cost-reduction tool but as a catalyst for enhancing emotional connections with players and deepening immersive gaming experiences [1][2] AI Implementation - In the overseas premium game publishing sector, AI technology has become a core engine for improving operational efficiency, with tools like the "Fengsheng" player voice analysis system providing valuable insights for localization and content iteration [2][3] - The self-developed game "Kara Bichu" has integrated AI in two key areas: AI Bots for player support during matches and AI companionship for character development, significantly enhancing player engagement and interaction [3][4] Financial Performance - The company's mid-2025 financial report indicated a 68.2% year-on-year decrease in R&D expenses, with AI code assistants improving R&D efficiency by over 30% and contributing to a 24% increase in positive reviews for "Kara Bichu" on Steam [3] Future Outlook - The company plans to focus on upgrading user experiences and expanding the AI companionship system for the "Kara Bichu" IP, aiming for personalized interactions and continuous evolution of AI characters [4] - The company anticipates that AI will unlock a second growth curve for the gaming industry, collaborating with partners to explore the limitless potential of "AI + Games" [4]

Core Insights - The CEO of Chuangmeng Tiandi, Chen Xiangyu, has undergone a significant change in mindset this year, moving from anxiety over stock prices to a more grounded approach focused on product performance and long-term strategy [2][4][90] - The mobile game "Kara Bichu" has achieved profitability and has seen a significant increase in user engagement, with 1 million daily active users in its first week, 80% of whom are on the Android platform [4][16] - The success of the mobile game has positively impacted the active user data of the PC version, indicating a strong synergy between the two platforms [6][16] Company Performance - "Kara Bichu" mobile game topped the iOS free game chart on its launch day without large-scale marketing, demonstrating strong organic interest [4][16] - The game has maintained a stable performance, with the PC version experiencing its highest activity levels this year following the mobile launch [6][16] - The mobile game's first-week performance included 1 million daily active users, with a significant overlap of only 10% to 20% with the PC version, suggesting new user acquisition [16] Strategic Focus - The company is prioritizing a slow and steady approach to product development and marketing, emphasizing the importance of building a solid foundation before scaling [9][22][81] - Future marketing strategies will include establishing a KOC network, enhancing user-generated content, and increasing offline presence at events [27][28] - The company aims to maintain a team of around 400 people, ensuring that product quality and business cycles are in a positive loop [29][30] Industry Positioning - Chuangmeng Tiandi has positioned itself uniquely in the "2D + shooting" niche, focusing on character development and gameplay innovation as core strengths [15][69] - The company recognizes the importance of user engagement and cultural relevance, as evidenced by the emergence of a unique "meow language" among players [63][64] - The long-term vision includes creating a deep, evolving world view that resonates with younger audiences, moving beyond traditional 2D concepts [72][74] Future Outlook - The company plans to introduce new gameplay modes and character features to enhance user experience and engagement [33][49] - There is a commitment to refining gameplay mechanics to create a more social and enjoyable environment for players [45][49] - The focus remains on building a sustainable and profitable business model, with an emphasis on long-term growth rather than short-term gains [81][90]

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11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: 创梦天地科技控股有限公司 呈交日期: 2025年12月1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) | 01119 | 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 ...

Core Viewpoint - The Hong Kong stock market is experiencing a strong performance in artificial intelligence stocks, with notable gains among several companies [2] Group 1: Company Performance - Dreamland (01119.HK) has seen an increase of over 7% [2] - Meitu (01357.HK) has risen nearly 5% [2] - Reading Group (00772.HK) and GDS Holdings (09698.HK) have both increased by over 4% [2] - Baidu (09888.HK) has also experienced a rise of over 4% [2]

Core Insights - The establishment of the Guangdong (Shenzhen) Game Enterprise Service Center and the Guangdong (Shenzhen) Game Overseas Service Center aims to enhance the local gaming industry by providing comprehensive support services [1][3] Group 1: Service Centers Overview - The Guangdong (Shenzhen) Game Enterprise Service Center focuses on resource matching, policy analysis, license consultation, and compliance services, leveraging Nanshan's advantages in innovation, education, and capital [1] - The Guangdong (Shenzhen) Game Overseas Service Center will create a platform for market research, policy consulting, entrepreneurship incubation, distribution operations, and talent empowerment, promoting the growth of overseas gaming enterprises [1][3] Group 2: Collaborative Efforts - The two service centers will collaborate with the Shenzhen (Nanshan) Game Innovation Development Center and the upcoming Shenzhen Game Industry Association to form a three-tiered service system that promotes resource sharing and collaborative development [3] - Partnerships have been established with the Harmony Ecosystem (Shenzhen) Innovation Center and Shenzhen Vocational and Technical University to enhance technology adaptation and talent supply in the gaming sector [3] Group 3: Policy Support - The Nanshan District announced the "Shenzhen Nanshan Promotion of High-Quality Development Support Policy for the Gaming and E-sports Industry," which includes ten specific measures to support startups and attract top-tier gaming clubs [3][4] Group 4: Industry Scale and Growth - The gaming and e-sports industry in Nanshan has reached a scale of over 100 billion, with major companies like Tencent and Dreamland Technology contributing to the ecosystem [4]