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青瓷游戏(6633.HK)全球注册玩家破亿 海外收入占比超40%铸就全球化里程碑
Ge Long Hui· 2025-06-03 09:48
中国知名的移动游戏开发商及发行商——青瓷游戏有限公司(股份代号:6633.HK)欣然宣布,集团全球累计注册玩 家正式突破一亿,标志着集团在全球游戏市场深耕细作达成新的里程碑。这一成就不仅持续验证青瓷游戏持续打造 高品质、富有个性化产品策略的成功,也进一步夯实了集团在全球游戏领域的影响力。 青瓷游戏有限公司执行董事及首席执行官黄智强先生表示:"感谢全球玩家对青瓷的支持,这一亿个注册玩家的背 后,是一亿次对青瓷的认可与选择,也是青瓷团队长期坚持原创和探索的回报。展望未来,我们会继续以初心为 舵,以内容为桨,为全球玩家带来更多有趣、有料、有文化温度的游戏体验。" 近年来,集团不断强化研运一体的核心竞争力,持续推动游戏产品和运营的全球化布局。目前,全球化布局成效初 显,集团海外收入占比超过40%。集团为更贴近全球玩家,在中国大陆、澳大利亚、日本、韩国等地设有办公室, 持续提升用户活跃度,巩固游戏玩家社群,让更多玩家体验到"青瓷style"的独特魅力。 集团坚持精品原创,正在持续打磨储备自研游戏《项目E》,此为一款创新融合地图探索、背包管理、资源收集等 玩法的SLG游戏。2025 年,集团将丰富更多内容和玩法,加快"研 ...
青瓷游戏(06633) - 2024 - 年度财报
2025-04-16 08:36
Financial Performance - Total revenue for 2024 reached RMB 627.96 million, a decrease of 31% compared to RMB 905.74 million in 2023[6] - Gross profit for 2024 was RMB 363.12 million, down 35% from RMB 557.88 million in 2023[6] - Net profit attributable to equity holders was RMB 51.12 million, reversing a loss of RMB 37.37 million in the previous year[6] - The group reported a revenue of RMB 628 million for the reporting period, a decrease of 31% compared to the previous year, but achieved a profit of approximately RMB 51.12 million, reversing last year's loss[20] - The company's revenue for the year ending December 31, 2024, is projected to be approximately RMB 628.0 million, a decrease of 30.7% compared to RMB 905.7 million for the year ending December 31, 2023[32] - Game operation revenue is anticipated to decrease by 32.1% to approximately RMB 593.4 million for the year ending December 31, 2024[34] - Revenue from self-developed games is expected to decline by 28.1% to approximately RMB 365.2 million, primarily due to decreased income from "The Strong Snail" in various regions[37] - Revenue from licensed games is projected to decrease by 37.6% to approximately RMB 228.3 million, mainly due to reduced income from "New Sword and Fairy" and "Cardcaptor Sakura" in mainland China[37] User Metrics - Average Monthly Active Users (MAU) decreased by 5% to 2.36 million from 2.48 million in 2023[7] - Average Monthly Paying Users (MPU) dropped by 43% to 228,000 from 401,000 in 2023[7] - As of December 31, 2024, the total registered players reached 98.28 million, an increase of 11.24% year-on-year, while monthly active users decreased by 4.82%[21] - The average monthly paying users dropped by 43.24% to approximately 227,800, with ARPPU at RMB 265, down 12.16% year-on-year[21] - The player community has grown to 15.8427 million, an increase of 18.59% year-on-year[29] Game Performance - Revenue from the flagship self-developed game "The Strongest Snail" reached approximately RMB 340 million during the reporting period[11] - Cumulative revenue for "The Strongest Snail" exceeded RMB 3.629 billion since its launch, with over 29.05 million registered players[11] - The game "Lantern and Dungeon" saw a 43% revenue increase compared to the previous year following a major content update[12] - "New Legend of Sword and Fairy" recorded revenue of approximately RMB 976 million and topped the iOS free game chart after its launch[24] - "Magic Card Girl Sakura: Memory Key" achieved revenue of approximately RMB 229.9 million and reached the top of the iOS free game chart in multiple regions[25] - "Fat Goose Gym" generated revenue of approximately RMB 597.4 million and topped both iOS and Google Play free game charts in Japan[25] Strategic Initiatives - The company plans to expand its global footprint while enhancing the innovation and quality of self-developed games[10] - The company aims to address rising user acquisition costs and increasing player standards in the competitive gaming market[9] - The group is focusing on the development of "Project E," an innovative SLG game expected to expand testing in 2025, aiming to set new milestones for self-developed games[19] - The company plans to continue refining and actively advancing game reserves for testing and launch both domestically and internationally, with new titles like "Project W" and the Korean version of "The Strong Snail" expected to launch in 2025[31] Cost Management - The cost of revenue is expected to decrease by 23.9% to approximately RMB 264.8 million for the year ending December 31, 2024, down from RMB 347.9 million in 2023[38] - Commissions paid to distribution and payment channels are projected to decrease by 22.3% to approximately RMB 137.8 million, reflecting a reduction in game operation revenue[39] - Sales and marketing expenses reduced by 49.7% from approximately RMB 429.2 million for the year ended December 31, 2023, to approximately RMB 216.0 million for the year ended December 31, 2024, primarily due to decreased spending on certain game titles[43] Governance and Compliance - The company has established a financial risk management policy, which is detailed in the consolidated financial statements[71] - The company complies with various Chinese laws and regulations related to game publishing and operation, including but not limited to telecommunications services, game review, and privacy protection[78] - The company has a structured board with various committees, including a remuneration committee, audit committee, and nomination committee, as detailed in the corporate governance report[79] - The independent non-executive directors confirmed that the ongoing connected transactions are conducted in the ordinary course of business and on normal commercial terms[126] Environmental, Social, and Governance (ESG) Initiatives - The company is committed to promoting a sustainable and environmentally friendly environment, implementing effective measures for resource utilization and waste reduction[77] - The company aims to become a recognized leader in ESG practices within the gaming industry, focusing on four key areas: Responsible Operations, Green Operations, Employee Care, and Social Contribution[181] - The company has set a target to achieve 100% compliance in waste disposal by 2030, emphasizing its commitment to environmental sustainability[181] - The company has established a clear and effective governance mechanism for ESG management, recognizing the benefits of board diversity in member nominations[178] Regulatory Compliance for Minors - The company has implemented a real-name registration system requiring players to use valid identity information for account creation, with non-verified players unable to log in to games[200] - Players under the age of eight are prohibited from making in-game purchases, and there are restrictions on gaming time for minors, allowing only 1 hour per day on specified days[200] - The company has strengthened user identity verification requirements to limit and manage gaming behavior of underage users, including playtime and spending limits[196] - The company adheres strictly to national laws and regulations regarding the prevention of minors' addiction to online games, implementing various measures to mitigate this issue[195]
扭亏为盈,青瓷游戏(6633.HK)长线运营、创新储备、全球化的“战略耐力”验证
Ge Long Hui· 2025-03-31 00:51
在中国游戏产业深度转型的"双重变奏"中,战略演进路径愈发清晰,存量市场用户的价值深耕与全球增量空间的开拓 形成协同演进。这在政策红利释放以及市场需求增强的驱动下,也正不断推动行业迈进高质量、可持续发展阶段。 例如,近日《提振消费专项行动方案》明确将游戏产业纳入政策支持领域,行业政策导向愈发清晰,鼓励传统文化赋 能、原创IP培育及全产业链消费延伸,为市场注入新的增长动能。 产业基本面数据印证了这一趋势。游戏玩家数量、ARPU值等多项数据均创下新高,玩家的游戏意愿与消费力均有不同 程度的增强。 《中国游戏产业报告》数据显示,2024年国内游戏市场规模突破3257.83亿元,同比增长7.53%;用户规模约为6.74亿, 同比增长0.90%;用户ARPU值同比提升6.73%至485.52元。 图:中国游戏市场实际销售收入,以及中国整体市场 APRU 值 数据来源:中国游戏产业报告 并且,供给侧改革同步深化,各大游戏厂商都具有较多的游戏储备,特别进入2025年后,前两个月分别发放国产游戏 版号123款和110款,进口游戏分别发放13款和3款,展现出行业创新活力的加速迸发。 图:游戏版号发放情况 数据来源:中原证券 青瓷 ...
业绩会直击 | 青瓷游戏 (6633.HK) 净利同比激增225%实现扭亏,海外收入占比大幅增长
Ge Long Hui· 2025-03-28 03:41
3月27日盘后,青瓷游戏有限公司 (下称"青瓷游戏"或"公司") 公布了截至2024年12月31日的业绩报告并 同步召开了业绩说明会。 在行业竞争日趋白热化、内容同质化加剧的背景下,青瓷游戏凭借搭建梯次分明的产品矩阵、积极拓展 海外业务版图,重塑其在行业格局中的增长坐标,逐步确立其在新锐游戏厂商中的头部地位。 一、净利润扭亏为盈、业绩韧性凸显 从财务数据看,青瓷集团交出了一份充满韧性的成绩单。2024年公司实现总营收约6.3亿元,毛利约3.6 亿元,尽管主力产品进入成熟期导致两项指标有所回落,但海外业务的强劲增长有效构建了第二增长曲 线:2024年公司海外收入占比由2023年的28.47%大幅跃升至43.93%,不仅有效对冲了主力产品周期性 下行风险,更释放出巨大的成长性溢价空间。 值得关注的是,受益于投资组合公允价值变动等因素,公司实现净利润4712.8万元,较2023年同期的亏 损3760万元实现大幅逆转,同比变动率高达225%。 具体来看,核心产品《最强蜗牛》仍稳居集团"现金奶牛"地位。截至2024年末,该产品累计注册用户已 达2905万名,境内外累计流水约36.29亿元,境内外合计产生收入约3.4亿元 ...
青瓷游戏20250327
2025-03-28 03:14
2024 年,青瓷游戏积极应对行业发展新趋势,优化发展战略,更聚焦于产品质 量,提升运营效率,为未来的规模化发展奠定扎实基础。集团持续迭代现有游 戏,其中自研游戏《最强蜗牛》自 2020 年 6 月在内地上线以来,截至 2024 年 底累计流水达到人民币 36.29 亿元,累计注册玩家约 2,905 万。报告期内,该 • 《最强蜗牛》累计流水达 36.29 亿元,注册玩家约 2,905 万,2024 年境内 收入 3.4 亿元,并通过联动活动保持用户活跃度。该游戏已陆续在海外多 地上线,并计划发布升级版本和五周年庆内容,有望进一步提升收入。 • 长线运营游戏表现稳健,《地下城与勇士》联动哪吒版本收入同比增长 43%至 1,359 万元,《新仙剑奇侠传之挥剑问情》在东南亚登顶,收入 9,760 万元,《魔卡少女樱回忆钥匙》周年庆收入 2,300 万元,并计划拓 展越南及日本市场。 • 2024 年青瓷游戏总收入 6.28 亿元,同比下降 31%,但成功扭亏为盈,录得 盈利 5,112 万元。海外收入占比显著提升至 44%,达 2.8 亿元,表明全球 化战略初见成效。销售和营销开支大幅减少近 50%,研发投入保持 ...
青瓷游戏(06633)2024年业绩扭亏为盈 海外收入占比近44%创历史新高
智通财经网· 2025-03-27 09:55
青瓷游戏多款游戏长期运营表现出色。《提灯与地下城》于2021年3月上线,为公司引进授权的Rogue- like RPG。2024年2月,游戏与知名IP"哪咤"联动,推出自游戏上线以来最大的版本更新,年内录得收入 约人民币1,359万元,也在筹备于港澳台地区的发行工作。公司与中手游联合发行的剧情卡牌手游《新 仙剑奇侠传之挥剑问情》于年内迎来上线周年庆,并于7月上线东南亚地区,发布英语及泰语版本,登 顶新马及泰国地区iOS免费游戏排行榜。年内,游戏录得收入约人民币9,760万元。《魔卡少女樱:回忆 钥匙》为《库洛魔法使:透明牌篇》动画正版授权少女风手游,亦于年内迎来上线周年庆,年内录得收 入约人民币2,299万元。 智通财经APP讯,3月27日,青瓷游戏(06633)发布截至2024年12月31日年度全年业绩。公司年内收入录 得人民币6.28亿元,毛利3.63亿元,实现盈利人民币5,112万元,扭转去年同期人民币3,737万元的亏损。 海外收入规模及占比持续增长,由去年同期28.47%上升至43.93%。截至2024年12月31日,公司累计注 册玩家达9,828万名,较去年同期增长11.24%,全球用户规模持续扩 ...
青瓷游戏(06633)2024年业绩扭亏为盈 海外收入规模及占比持续增长
智通财经网· 2025-03-27 09:53
游戏运营数据方面:截至2024年12月31日,该集团累计注册玩家达9828万名,较去年同比上升 11.24%,即将破亿;月平均活跃用户数约为236.01万名,月平均付费用户数约为22.78万名;ARPPU达265 元。 智通财经APP讯,青瓷游戏(06633)公布2024年业绩,收入约6.28亿元,毛利约3.63亿元,公司权益持有 人应占利润5112万元,同比扭亏为盈。截至2024年12月31日,该集团拥有多款现有APP移动游戏,涵盖 放置类游戏、Rogue–likeRPG及其他RPG。 报告期内,该集团稳步强化研运一体的核心竞争力,持续推动游戏产品的全球化布局,海外市场版图进 一步拓展。 研发方面,该集团持续迭代现有自研游戏,长青游戏得以持续焕发活力。集团旗舰自研游戏《最强蜗 牛》陆续在海外多地上线,登上免费游戏排行榜及畅销榜高位。截至2024年12月31日,游戏境内外取得 累计流水约人民币36.29亿元,集团的自研能力获得世界各地玩家的认可。报告期内,集团亦持续打磨 储备自研游戏《项目E》,此为一款创新融合地图探索、背包管理、资源收集等玩法的SLG游戏,预计 将于2025年进一步丰富内容和玩法。发行方面, ...
青瓷游戏(06633) - 2024 - 年度业绩
2025-03-27 09:33
Financial Performance - For the fiscal year ending December 31, 2024, the company reported revenue of RMB 627.96 million, a decrease of 31% compared to RMB 905.74 million in 2023[3] - Gross profit for the same period was RMB 363.12 million, reflecting a decline of 35% from RMB 557.88 million in the previous year[3] - The company achieved a net profit attributable to equity holders of RMB 51.12 million, reversing a loss of RMB 37.37 million in 2023, marking a significant improvement of 237%[3] - The company's revenue for the year ending December 31, 2024, is approximately RMB 628.0 million, a decrease of 30.7% compared to RMB 905.7 million for the year ending December 31, 2023[21] - Total revenue for the year ended December 31, 2024, was RMB 3,627.962 million, compared to RMB 905.737 million for the year ended December 31, 2023, representing a significant increase[51] - The net profit for the year ended December 31, 2024, was RMB 47.128 million, a turnaround from a loss of RMB 37.600 million in the previous year[53] - Total comprehensive income for the year ended December 31, 2024, was RMB 63.961 million, compared to a loss of RMB 16.277 million in the previous year[53] User Metrics - The average monthly active users (MAU) decreased by 5% to 2.36 million from 2.48 million in the previous year[4] - The average monthly paying users (MPU) saw a significant drop of 43% to 228,000 from 401,000 in 2023[4] - The cumulative registered players increased by 11% to 98.28 million, up from 88.34 million in the previous year[8] - The player community, 青瓷铁粉, grew by 18.59% year-on-year, reaching 15.84 million members[17] Game Performance - The flagship self-developed game "The Strongest Snail" generated cumulative revenue of approximately RMB 3.63 billion as of December 31, 2024[7] - The game "T灯与地下城" generated approximately RMB 13.59 million in revenue during the reporting period[11] - "新仙剑奇侠传之挥剑问情" achieved revenue of about RMB 97.60 million and ranked first in the iOS free game chart after its launch[11] - "魔卡少女樱:回忆钥匙" recorded revenue of approximately RMB 22.99 million and topped the iOS free game chart in multiple regions[12] - "肥鹅健身房" launched in Japan and earned around RMB 59.74 million, reaching the top of both iOS and Google Play free game charts[13] - "迷途之光" generated revenue of about RMB 8.51 million during its reporting period[13] - Cumulative registered players for "不思议迷宫" exceeded 25 million as of December 31, 2024, with revenue of approximately RMB 7.44 million[14] - The group’s games generated a total revenue of approximately RMB 26.02 million from several titles during the reporting period[15] - The group’s mini-program games, including "最强蜗牛," recorded revenue of about RMB 21.52 million[16] Revenue Breakdown - Revenue from self-developed games decreased by 28.1% to approximately RMB 365.2 million, primarily due to declines in revenue from "The Strong Snail" and "Magic Plan" in various regions[26] - Revenue from licensed games decreased by 37.6% to approximately RMB 228.3 million, mainly due to declines from "New Sword and Fairy" and "Cardcaptor Sakura"[26] - Information services revenue increased by 66.8% to approximately RMB 16.3 million, driven by increased ad views or clicks within games[25] - Other services and sales revenue increased by 99.9% to approximately RMB 7.2 million, primarily due to increased sales of peripheral products and marketing through third-party platforms[27] - The proportion of revenue from mainland China decreased to 56.1% in 2024 from 71.5% in 2023, while revenue from other regions increased to 43.9% from 28.5%[21] Expenses and Costs - The cost of revenue decreased by 23.9% to approximately RMB 264.8 million, down from RMB 347.9 million in the previous year[28] - Sales and marketing expenses decreased by 49.7% from approximately RMB 429.2 million for the year ended December 31, 2023, to approximately RMB 216.0 million for the year ended December 31, 2024[34] - Research and development expenses increased by 0.6% from approximately RMB 105.5 million for the year ended December 31, 2023, to approximately RMB 106.1 million for the year ended December 31, 2024[35] - General and administrative expenses rose by 24.6% from approximately RMB 49.0 million for the year ended December 31, 2023, to approximately RMB 61.0 million for the year ended December 31, 2024[36] Financial Position - Total cash and cash equivalents decreased by 16.4% from approximately RMB 538.0 million as of December 31, 2023, to approximately RMB 450.0 million as of December 31, 2024[43] - The company had borrowings of RMB 20.0 million as of December 31, 2024, with an unused bank credit facility of RMB 70 million[43] - As of December 31, 2024, the group's current assets were approximately RMB 1,686.9 million, while current liabilities were approximately RMB 165.5 million, resulting in a current ratio of 1,019%[44] - The asset-liability ratio as of December 31, 2024, was 9%, down from 13% as of December 31, 2023, indicating improved financial stability[44] - Total liabilities as of December 31, 2024, amounted to RMB 174,232 thousand, a decrease from RMB 255,968 thousand in 2023[68] Future Plans and Developments - The company is focusing on enhancing product quality and operational efficiency to adapt to the evolving gaming industry landscape[5] - The upcoming game "Project E" is expected to undergo expanded testing in 2025, aiming to establish a new milestone for the company's self-developed game portfolio[7] - The company plans to continue launching new games and global releases to mitigate revenue declines from mature titles[24] - The company plans to enhance its game development capabilities and expand its overseas market presence by utilizing the proceeds from its global offering[85] - The group plans to launch multiple mobile games across various genres, with several titles expected to be released between 2025 and 2026[19] Governance and Compliance - The company has adopted the corporate governance code as its own and has complied with all provisions during the reporting period[86] - The audit committee, consisting of three independent non-executive directors, has reviewed the group's performance for the year ending December 31, 2024[89] - The new auditor, Hong Kong Lixin Dehao CPA Limited, will take effect from November 29, 2024, following the resignation of PwC[90] - The company maintains the minimum public float as required by the listing rules[88] Shareholder Information - The company will not recommend any final dividend for the year ending December 31, 2024[93] - The annual general meeting is scheduled for June 6, 2025, with a notice to be published in April 2025[92] - The company will suspend share transfer registration from June 3 to June 6, 2025, to determine shareholder attendance at the AGM[94] - The annual report for the year ending December 31, 2024, will be published in April 2025[95] - The company expresses sincere gratitude to shareholders, business partners, and employees for their continued support and efforts[100]
青瓷游戏(06633) - 2024 - 中期财报
2024-09-19 08:38
膏膏 游戏 QINGCI GAMES 青瓷游戏有限 Qingci Game (於開曼群島註册成立的有限公司) 股份代號:6633 中期報告2024 1 目錄 公司資料 2 財務摘要 4 管理層討論及分析 5 其他資料 18 中期財務資料的審閱報告 25 簡明綜合全面收益表 26 簡明綜合財務狀況表 28 簡明綜合權益變動表 30 簡明綜合現金流量表 32 中期財務資料附註 33 釋 義 82 2 青瓷遊戲有限公司 公司資料 董事會 執行董事 楊煦先生(主席) 黃智強先生 劉斯銘先生 曾祥碩先生 獨立非執行董事 林誠光教授 袁淵先生 方煒瑾女士 審核委員會 袁淵先生(主席) 林誠光教授 方煒瑾女士 薪酬委員會 林誠光教授(主席) 楊煦先生 袁淵先生 提名委員會 楊煦先生(主席) 林誠光教授 方煒瑾女士 聯席公司秘書 朱承印先生 翁美儀女士 授權代表 劉斯銘先生 翁美儀女士 開曼群島註冊辦事處 PO Box 309, Ugland House Grand Cayman, KY1–1104 Cayman Islands 中國主要營業地點及總辦事處 中 國 福建省廈門市 廈門軟件園二期 望海路4號5樓 郵 編3610 ...
青瓷游戏(06633) - 2024 - 中期业绩
2024-08-22 10:29
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其準確性或完整性亦 不發表任何聲明,並明確表示概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何 損失承擔任何責任。 Qingci Games Inc. 青瓷游戲有限公司 (於開曼群島註冊成立的有限公司) (股份代號:6633) 截 至 2024 年 6 月 3 0 日止六個月之 中期業績公告 青 瓷 遊 戲 有限公司董事會欣然宣佈本集團截至2024年6月30日止六個月的未經審核 綜合財務業績,連同截至2023年6月30日止六個月的比較數字,呈列如下。 本集團截至2024年6月30日止六個月的中期業績已由審核委員會及本公司獨立核數 師 羅 兵 咸 永 道 會 計 師 事 務 所 根 據 國 際 審 計 及 保 證 準 則 委 員 會 刊 發 的《國 際 審 閱 準 則 第2410號》「實 體 的 獨 立 核 數 師 對 中 期 財 務 資 料 的 審 閱」審 閱。 財務摘要 | --- | --- | --- | --- | |--------------------------|-----------------|-- ...