投资者关系活动记录表 证券代码：002354 证券简称：天神娱乐 | --- | --- | --- | |------------------|-------------------------|--------------------------------------------------------| | \n投资者关系活动 | 编号： \n□ | 2016-001 \n特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □ 新闻发布会 √路演活动 | | | | □ 现场参观 | | | | □ 其他 | （请文字说明其他活动内容） | | 参与单位名称及 | | 前海开源基金管理有限公司、诺安基金管理有限公司、安信证 | | 人员姓名 | | 券股份有限公司、中银国际证券有限责任公司、西南证券股份 | | | | 有限公司、中欧基金管理有限公司、海通证券股份有限公司、 | | | | 华融证券股份有限公司、富敦投资咨询（上海）有限公司、北 | | | | 京亦庄国际投资发展有限公司、长城财富资产管理股份有限公 | | | | 司、凯基证券亚洲有限公司、红杉资 ...

Group 1: Investor Relations Activities - The investor relations activity was a roadshow held on June 12, 2017, from 4:00 PM to 5:30 PM at the Ritz-Carlton Hotel in Beijing [1][2]. - Attendees included representatives from various securities firms and financial institutions, such as China International Capital Corporation and Huatai Securities [1][2]. Group 2: Company Overview and Strategic Investments - The Chairman and General Manager, Zhu Ye, welcomed guests and provided an overview of the company's basic situation and its investment in the subsidiary Avazu [2][3]. - The company aims to enhance its overseas internet strategy, addressing the need for experienced personnel and strong execution capabilities through the acquisition of DotC [2][3]. Group 3: Product Development and Market Potential - DotC's products, primarily in the WiFi and input method categories, have significant growth potential, with the domestic WiFi product boasting over 100 million Daily Active Users (DAU) [3][4]. - The company plans to diversify revenue streams by introducing user fees and developing hardware products similar to Meitu [4][5]. Group 4: Gaming Strategy and IP Utilization - The company focuses on strengthening its position in the online gaming sector, particularly in card games, which have substantial growth potential [5][6]. - There is a strategic emphasis on leveraging IP from films and television to enhance game visibility and user engagement, with upcoming projects like "The King's Night" expected to generate significant interest [6][7]. Group 5: Overseas Market Trends - The overseas gaming market is experiencing high growth, with a trend towards competitive gaming, similar to domestic market developments [7].

投资者关系活动记录表 证券代码：002354 证券简称：天神娱乐 大连天神娱乐股份有限公司投资者关系活动记录表 编号：2017-002 | --- | --- | --- | |----------------|------------------------|--------------------------------------------------------| | | | | | 投资者关系活动 | ■ | 特定对象调研 □分析师会议 | | 类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ 其他 | （请文字说明其他活动内容） | | 参与单位名称及 | | 中国民生信托有限公司、财富证券有限责任公司、北京亿通金 | | 人员姓名 | | 马资产管理有限公司、国开证券有限责任公司、新时代证券股 | | | | 份有限公司、北京中教创联投资管理有限公司、普灵笙璞投资 | | | | 管理有限公司、太平洋（机构）、深圳前海韬选优胜资产管理 | | | | 有限公司、深圳熙山资本管理有限公司、广东新价值投资有限 | | ...

证券代码：002354 证券简称：天神娱乐 大连天神娱乐股份有限公司投资者关系活动记录表 编号：2018-001 | --- | --- | --- | |----------------|------------------------|--------------------------------------------------------| | | | | | 投资者关系活动 | ■ | 特定对象调研 □分析师会议 | | 类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ 其他 | （请文字说明其他活动内容） | | 参与单位名称及 | | 南京证券股份有限公司、西部证券股份有限公司、珠海唐丰投 | | 人员姓名 | | 资管理有限公司、浙银（上海）资产管理有限公司、中信银 | | | | 行、宁波银行、中信证券股份有限公司、新时代证券股份有限 | | | | 公司、信达证券股份有限公司、瑞玺投资管理有限公司、北京 | | | | 泰合天创投资有限公司、海通证券股份有限公司、东吴证券股 | | | | 份有限公司、华 ...

证券代码：002354 证券简称：天神娱乐 编号：2021-002 | --- | --- | --- | |----------------|-------------------------|----------------------------| | | | | | | □特定对象调研 | 分析师会议 | | | | □媒体采访 □业绩说明会 | | 投资者关系活动 | □新闻发布会 | 路演活动 | | 类别 | 现场参观 | | | | □其他 | （请文字说明其他活动内容） | | | 工银基金 田硕鹏 | | | | 华商基金 胡中原 | | | | 华夏久盈资产管理 | 肖桂东 | | | 中泰自营 周晟 | | | | 国泰君安 张昱 | | | | 渤海证券 姚磊 | | | | 广发证券 范卓宇 | | | | 德邦证券 崔世峰 | | | | 海通证券 康百川 | | | 参与单位名称及 | 东吴证券 李赛 | | | 人员姓名 | 中原证券 乔琪 | | | | 华安证券 姚天航 | | | | 开源证券 方光照 | | | | 上海证券 胡纯青 | | | | 新时代证券 马笑 ...

Group 1: Financial Performance - The company's data traffic business revenue for the first half of 2021 was approximately 450 million CNY, representing a year-on-year increase of 90.6% [3] - The gross profit margin for the data traffic business was 21.92%, significantly higher than industry peers [4] Group 2: Business Growth Drivers - The growth in data traffic business is primarily attributed to the aggregation effect of the Shanxi Data Traffic Ecological Park, which has attracted over 100 enterprises from various internet sectors [3] - The company has established a subsidiary, Juwei Technology, which has obtained key marketing qualifications and built a domestic digital marketing team with over 1,000 part-time and full-time actors [3] Group 3: Strategic Partnerships and Future Plans - The collaboration with the Japanese medical beauty brand Faith aims to leverage the company's data traffic advantages in short videos, live streaming, and content marketing to enhance brand growth [4] - The company is actively exploring opportunities in the metaverse and has launched a developer support program for its casual gaming platform, PK.NOW! [5] Group 4: Asset Management - The sale of the overseas game publishing business, Fantasy Joy, is intended to optimize the company's asset structure and reduce operational risks, with an expected gain of approximately 130 million CNY from the transaction [5]

证券代码：002354 证券简称：天神娱乐 编号：2021-006 大连天神娱乐股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------------------|--------|------------------------------------|--------| | 投资者关系活动 \n类别 | 特定对象调研 \n 媒体采访 \n 新闻发布会 \n 现场参观 \n 其他 （电话会议） | | 分析师会议 \n业绩说明会 \n路演活动 | | | | 新时代证券 | 马笑 | 浦银安盛 | 黄星霖 | | | 中信建投基金 | 王浩 | 方正富邦基金 | 曹卫东 | | | 银河基金 | 卢轶乔 | 国开证券 | 周成娟 | | | 丰岭资本 | 李涛 | 乘是资产 | 付饶 | | | 中银基金 | 史彬 | 太平资产管理 | 赵洋 | | | 中欧基金 | 魏晓康 | ...

证券代码：002354 证券简称：天神娱乐 编号：2021-004 大连天神娱乐股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | --- | --- | |----------------|---------------------|---------|-------|----------------|-------|--------| | | 特定对象调研 | | | 分析师会议 | | | | | 媒体采访 | | | 业绩说明会 | | | | 投资者关系活动 | 新闻发布会 | | | 路演活动 | | | | 类别 | 现场参观 | | | | | | | | 其他 （电话会议） | | | | | | | | 瑞达基金 | 张 蕾 | | 广银理财 | 陈 | 桂 | | | 海通国际方圆基金 | 董丰桥 | | 和谐汇一资管 | 凌 | 晨 | | | 进门财经 | 郭清悦 | | 嘉恳资管 | 张 | 华 | | | 宁波银行理财 | 吴 桐 | | 西部利得基金 | | 朱建玮 | | | 永赢基金 | 曾琬云 | | 社保基金理事会 | | ...

1 证券代码：002354 证券简称：天神娱乐 大连天神娱乐股份有限公司投资者关系活动记录表 编号：2021-005 | --- | --- | --- | |-----------------------------|-------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002354 证券简称：天神娱乐 大连天神娱乐股份有限公司投资者关系活动记录表 编号：2022-001 | --- | --- | --- | --- | --- | |-----------------------------|-------------------------------|------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...