Group 1: Company Operations and Game Performance - The company has several active games, including "New Legend of Sword and Fairy," which has been stable for two to three years, and "Saint Seiya: Awakening," launched in May 2016, which continues to perform well [4] - Upcoming games include "Jin Xiu Wei Yang" expected to launch in Q1-Q2 2018, "Yin Zhi Shou Mu Ren" and "Yao Jing Zhong Zhi Shou Ce" in Q2-Q3, and "From the Past There Was a Spirit Sword Mountain" in Q3-Q4 [5] - The company is transitioning from online literature IP adaptations to MMO and H5 game types, with plans to release several new titles [4][5] Group 2: Strategic Partnerships and Market Expansion - The company visited Japan to explore market opportunities and strengthen relationships with past partners, including major entertainment companies [6] - Collaboration with Filosophia aims for long-term resource integration, leveraging both companies' strengths in content creation and operational capabilities [6] Group 3: Financial Performance and Future Plans - The company anticipates meeting profit expectations for 2017, with all three acquired subsidiaries also on track to meet their performance targets [6] - Future plans include maintaining performance incentives for subsidiary employees and setting clear performance goals [6] Group 4: Product Development and Compliance - The company is focusing on developing female-oriented games and exploring various dimensions of gaming, including social attributes [7] - All products will comply with national policies and government regulations to ensure content richness and compliance [7] Group 5: Collaboration with Tencent and Film Investments - The company prefers to collaborate with Tencent for high-quality products, leveraging Tencent's distribution capabilities [8] - Active investment in quality films and seeking additional investment rights for IP projects to build a brand in the film industry [8]

证券代码：002425 证券简称：凯撒文化 凯撒（中国）文化股份有限公司 投资者关系活动记录表 编号：2017-004 | --- | --- | --- | |----------------|---------------------------|---------------------------------------------------------------| | | | | | 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 | 瑞达基金 刘家声 | | | 人员姓名 | 嘉强基金 梁钊文 | | | | 诚鸣资产 马天鸣 | | | 时间 | 11 月 22 日（周三） | 9:00-11:00 | | 地点 | | 公司会议室（深圳市南山区科兴科学园 A2 单元 9 楼会议室 | | | 1） | | | 上市公司接待人 | | 副总经理 熊波 证券事务代表 邱明海 | | 员姓名 ...

证券代码：002425 证券简称：凯撒文化 凯撒（中国）文化股份有限公司 投资者关系活动记录表 编号：2018-003 | --- | --- | --- | |----------------|--------------------------|---------------------------------------------------------------| | | | | | 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 | 广发证券 旷实 | | | 人员姓名 | 广发证券 朱可夫 | | | | | | | | 国机财务 罗欣 | | | | 泰达宏利基金 | 周琦凯 | | | 兴全基金 邹欣 | | | | | | | 时间 | 2018 年 11 月 14 | 日（周三） 10:30-11:40 | | 地点 | 1） | 公司会议室（深圳市南山区科兴科学园 A2 单元 9 ...

证券代码：002425 证券简称：凯撒文化 凯撒（中国）文化股份有限公司 投资者关系活动记录表 编号：2018-005 | --- | --- | --- | |----------------|-------------------------------|---------------------------------------------------------------| | | | | | 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 | 兴全基金 陈聪 | | | 人员姓名 | 安信基金 叶芊 | | | | 普尔投资 马国庆 | | | | 华安合鑫资产 | 袁巍 | | | 方正证券 蔡靖 | | | | 方正证券 李振婷 | | | 时间 | 2018 年 12 月 11 | 日（周二） 15:00-16:00 | | 地点 | 1） | 公司会议室（深圳市南山区科兴科学园 A2 ...

证券代码：002425 证券简称：凯撒文化 凯撒（中国）文化股份有限公司 投资者关系活动记录表 编号：2018-002 | --- | --- | --- | |----------------|-----------------------|---------------------------------| | | | | | 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 | 天风证券 文浩 | | | 人员姓名 | 天风证券 冯翠婷 | | | | 前海开源基金 | 谭荐丰 | | | 创金合信基金 | 李照樾 | | | 清水源投资 袁煜森 | | | | 清水源投资 程宇楠 | | | | 新华资产 王振兴 | | | | 新华资产 薛冰岩 | | | | 鼎萨投资 易沛琪 | | | | 展博投资 陈俊斌 | | | | 中投证券资管 郭跃瀚 | | | --- | --- | |----- ...

证券代码：002425 证券简称：凯撒文化 凯撒（中国）文化股份有限公司 投资者关系活动记录表 编号：2019-001 | --- | --- | --- | |----------------|------------------------|---------------------------------------------------------------| | | | | | 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 | 普尔投资 左奕韦 | | | 人员姓名 | 长盛基金 纪虹韵 | | | | 恒生前海基金 | 李一同 | | | 兴全基金 薛怡然 | | | | 国泰君安资管 | 苏旺兴 | | | 广发证券 朱可夫 | | | 时间 | 2019 年 1 月 7 | 日（周一） 15:00-16:00 | | 地点 | 1） | 公司会议室（深圳市南山区科兴科学园 A2 单元 ...

证券代码：002425 证券简称：凯撒文化 凯撒（中国）文化股份有限公司 投资者关系活动记录表 编号：2019-002 | --- | --- | --- | |----------------|---------------------|--------------------------| | | | | | 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 （电话会议） | | | 参与单位名称及 | 招商证券 | 顾佳、罗亚琨 | | 人员姓名 | 博时基金 蒋娜、张鑫 | | | | 鼎萨投资 易佩琪 | | | | 凡星资本 刘星 | | | | 广州金域投资 | 郭金萌 | | | 国开泰富基金 | 高耀华 | | | 国联安基金 黄鑫 | | | | 海通资管 芮云 | | | | 华宝信托 张鑫 | | | | 华富资本 | 李磊 | | | 华润元大基金 | 罗黎军 | | --- | --- | |----------------------- ...

Group 1: Game Product Launches - The overseas version of "Glory of the New Three Kingdoms" has already launched, while the domestic version is pending approval for release [2] - "Naruto: Peak Showdown" has over 8 million reservations and is expected to launch in Q2, pending final confirmation from the publisher [2] - "Once Upon a Time in Lingjian Mountain" is in the final testing phase, with an expected launch around Q3 [2] Group 2: Revenue Expectations - The first-month revenue expectation for "Glory of the New Three Kingdoms" can be referenced from similar games by the same publisher, with both "Glory of the New Three Kingdoms" and "Naruto: Peak Showdown" anticipated to perform well [3] - The revenue from existing online products is expected to remain stable this year, with additional revenue anticipated from the new titles [3] Group 3: Partnerships and Collaborations - The collaboration with Kuaishou involves exclusive agency and distribution, with "Romance of the Three Kingdoms: Power Unleashed" being exclusively published by Kuaishou [3] - The company has established deep cooperation with multiple major platforms, enhancing its competitive edge in the strategy game sector [3] Group 4: Development and Strategy - The company focuses on strategy and card games, with a dedicated R&D team recognized by multiple platforms [3] - The company emphasizes craftsmanship in product development and maintains a clear understanding of industry trends [4] - Plans for personnel expansion are based on project progress, with ongoing attention to talent acquisition and core team development [4] Group 5: International Expansion - The company's overseas strategy includes both developing products for international markets and acting as an agent for overseas distribution, with established presence in regions like Hong Kong, Macau, Taiwan, Japan, and South Korea [4]

Group 1: Regulatory Environment and Industry Response - The gaming industry has undergone over 3 years of regulatory adjustments since the suspension of game approvals in 2018, with measures including age-appropriate warnings and real-name authentication systems [3] - Game companies are actively cooperating with regulatory authorities to comply with new systems aimed at protecting minors [3] - The implementation of a scoring system for games has been in progress for several months, focusing on promoting positive energy and cultural heritage [3] Group 2: Company Strategies and Market Position - The company has two lines of defense: compliance with regulations in product development and collaboration with distributors for product acceptance [3] - The company supports national decisions on regulatory measures, emphasizing the importance of industry-wide adherence for healthier development [4] - The company has invested in overseas projects, with its game platform recognized as a key cultural export project, and has generated over $200 million in overseas revenue [4] Group 3: Product Development and Future Plans - The company plans to release two major products in Q3 2021: "Glory of the New Three Kingdoms" and "Naruto: Peak Showdown" [5] - Future product releases include several titles scheduled for 2022 and 2023, with a focus on maintaining a rich product pipeline [5] - R&D investments vary from 30 million to over 100 million, with an emphasis on increasing investment in high-quality products [6] Group 4: Financial Performance and Market Impact - The revenue from "Seven Heroes" in its first month approached 40 million, with expectations for a new season to boost performance [5] - Advertising and management expenses have increased, attributed to the promotion of "Seven Heroes" and normal asset amortization [5] - The company is considering share buybacks based on market conditions and will announce any actions taken [5]

证券代码：002425 证券简称：凯撒文化 凯撒（中国）文化股份有限公司 投资者关系活动记录表 编号：2021-005 | --- | --- | --- | --- | |----------------------------|-------------------------------|---------|------------------------------------------------------------------| | 投资者关系活动 \n类别 \n | □媒体采访 \n□现场参观 \n□其他 | | 特定对象调研 □分析师会议 \n□业绩说明会 \n□新闻发布会 □路演活动 | | 参与单位名称及 | 中信建投 | 孙晓磊 | | | 人员姓名 | 上投摩根 蒋正山 | | | | | 浦银安盛 范军 | | | | | 环懿资产 | 高杉 | | | | 通怡资产 李科进 | | | | | 十力投资 林仲晞 | | | | | 南方基金 黄可心 | | | | | 申万菱信 徐远航 | | | | | 申万菱信 诸天力 | | | | 时间 2021 | 年 11 | 月 ...