证券代码：002624 证券简称：完美世界 公告编号：2024-052 （以下简称"Scopely"、"买方"）于 2024 年 12 月 23 日签订《资产购买协议》， Scopely 拟以 3,450 万美元购买完美时空旗下乘风工作室在研游戏相关的资产及 文档、电脑等办公设备。作为交易的一部分，该工作室包括主要核心团队在内的 大部分员工将从公司离职，另行设立一家新公司，进行新游戏的研发，Scopely 将 投资该公司并持有少数股权。 完美世界股份有限公司 关于出售资产的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次交易不构成关联交易，也不构成《上市公司重大资产重组管理办法》 所规定的重大资产重组。 2、本次交易在董事会权限范围之内，无需提交股东大会审议。 一、交易概述 1、本次交易的基本情况 完美世界股份有限公司（以下简称"公司"、"完美世界"）及全资子公司上 海完美时空软件有限公司（以下简称"完美时空"、"卖方"）与 Scopely, Inc. 2、交易履行的相关程序 2024 年 12 月 23 日，公司第六届董事会第十次会 ...

Group 1 - The CS 2024 Shanghai Major is a significant esports event, attracting 56 top teams globally and over 600 million online viewers, marking a record in scale and internationalization [1][2] - The event aims to showcase China's growing esports strength and lay a foundation for its future global presence, with 490 million esports users and sales exceeding 27.5 billion in 2024 [2][3] - The event is seen as a crucial moment for China's esports industry to expand its global reach, with a focus on cultural export and establishing an international esports system [3][4] Group 2 - Perfect World, the event organizer, has integrated cultural activities during the Major, such as city tours and cultural performances, to enhance the esports experience and promote Chinese culture [4][6] - Shanghai's hosting of the Major positions it as the first city to host three major international esports events, significantly benefiting its urban development and tourism [5][6] - The event attracted nearly 700 overseas participants and over 70,000 on-site viewers, with tickets selling out rapidly, indicating strong international interest [5][6] Group 3 - Perfect World has invested nearly two years in preparation for the Major, ensuring high international standards in venue selection, player reception, and live broadcasting [7][8] - The event features innovative VR viewing experiences and immersive stage designs to enhance audience engagement both on-site and online [7][8] - The global live streaming of the event covers multiple languages, showcasing Perfect World's extensive experience in organizing large-scale esports events [8]

Group 1 - A new company named Shanghai Perfect Youth Film and Television Co., Ltd. has been established with a registered capital of 3 million yuan [1] - The legal representative of the new company is Zeng Yingxue, and its business scope includes television program production, film distribution, and cultural entertainment services [1] - The company is wholly owned by Perfect World (002624) through its subsidiary Perfect World Film and Television Co., Ltd. [2]

具体详见刊登于巨潮资讯网 www.cninfo.com.cn 的相关公告。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》等相关规定，上市公司应当在每个月的前 3 个交易日内公告截 至上月末的回购进展情况。现将公司回购股份的进展情况公告如下： 截至2024年11月30日，公司通过集中竞价方式累计回购股份7,126,000股， 占公司总股本的 0.3673%，最高成交价为 11.98 元/股，最低成交价为 7.27 元/股， 成交总金额为 76,517,305 元（不含交易费用）。 公司回购股份的时间、回购股份数量、回购股份价格及集中竞价交易的委托 时段符合《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》等相关法 律法规的要求和公司本次实施回购股份的既定方案，具体如下： 证券代码：002624 证券简称：完美世界 公告编号：2024-050 完美世界股份有限公司 关于回购股份进展的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 完美世界股份有限公司（以下简称"公司"）于 2023 年 12 月 28 日召开 ...

Industry Overview - The 3rd World Metaverse Conference opened in Wuhan on November 23, focusing on "AI + Communication: Promoting the Healthy Development of the Metaverse from Virtual to Real" [1] - The conference featured 6 thematic forums including intelligent healthcare, social governance, general intelligence, intelligent communication, multi-dimensional media, and culture & education [1] - Over 700 experts, scholars, and industry professionals from academia, media, and enterprises attended the conference [1] AI and Metaverse Integration - AI is a crucial component of the metaverse, providing support for virtual environment construction, intelligent interaction, and content generation [2] - The metaverse offers a vast stage and rich application scenarios for AI innovation and application [2] - AI systems in the metaverse can analyze user behavior patterns and preferences to enable personalized recommendations and enhance user experience [2] - AI technology allows virtual characters and objects in the metaverse to exhibit intelligent behaviors, including autonomous decision-making, learning, and environmental adaptation [2] Company Strategy and Applications - Perfect World Group is driving the integration of cultural industry and real economy through a "virtual-real resonance and digital-real fusion" development strategy [3] - The company's MMO game "Zhu Xian World" introduced an AI NPC system with independent thinking and decision-making capabilities [3] - Perfect World Esports is leveraging AR, VR, and MR technologies to create better tournament scenes and user experiences [3] - The company's new spy drama "Special Agent Mission" incorporates VR technology to create a cyberpunk-style immersive metaverse [3] Cultural and Technological Innovation - Perfect World is promoting digitalization of cultural heritage, such as integrating intangible cultural heritage "Lijia Lion" with AIGC technology in the mobile game "Dream New Zhu Xian" [4] - The company collaborated with Beijing Dongcheng District Culture and Tourism Bureau to host the 2023 "East of the Forbidden City" Perfect World Cultural and Creative Campus Design Competition [4] - Perfect World Culture has launched CityGame, a digital-real fusion immersive cultural experience, and is cultivating interdisciplinary talents with AIGC expertise [4] Technological Challenges and Future Development - Developing the metaverse requires addressing challenges such as immersion and low latency, driving advancements in AI, AR, VR, cloud computing, 5G, and 6G technologies [4] - The combination of general artificial intelligence and the metaverse will enable true integration of virtual and real worlds, fostering new cultural ecosystems, lifestyles, and business models [4]

Summary of Perfect World Conference Call Company Overview - The conference call discusses Perfect World, a gaming company focusing on both classic and emerging game genres, with a strong emphasis on their upcoming titles and internal management adjustments. Key Points Game Releases and Performance - **"Zhu Xian World"**: The game has shown impressive testing data with retention rates exceeding 80% for both day 2 and day 3, and a 7-day retention rate around 70%. It is set to officially launch on December 19, 2024, and is expected to significantly boost the company's performance next year [2][3]. - **"Yi Huan"**: A cross-platform open-world game using UE5, with its first test scheduled for November 28, 2024. It aims for global distribution and is anticipated to be a future growth driver for the company [2][3]. - **"Zhu Xian II"**: An integrated MMORPG that is currently undergoing adjustments after underwhelming second test results, with a projected launch next year [2][4]. - **"Let the Wild Man Fly"**: A lightweight idle game currently in overseas testing, with plans for simultaneous domestic and international launch next year [2][4]. - **"P5X"**: The game is set to launch in Japan and Europe next year, utilizing an overseas agency model to reduce costs and potentially increase market share [2][4]. Future Development Strategy - The company plans to focus on two main directions: leveraging classic IPs like the "Zhu Xian" series and exploring new areas such as the innovative open-world genre represented by "Yi Huan" [2][5]. - Continuous optimization of existing projects is emphasized to ensure stable revenue and enhance overall competitiveness [5]. Internal Management Adjustments - Perfect World is undergoing significant internal restructuring, reducing its workforce by approximately 1,500-1,600 employees and halting or closing several high-risk projects to improve management efficiency and certainty [2][6]. - The company aims to shift from a relaxed nurturing approach to a more stringent, detail-oriented management style [6]. Existing Game Performance - **PC Games**: The existing titles, particularly "Zhu Xian," are performing steadily with annual revenue around 500 million RMB. The CS game is expected to see significant revenue growth this year, building on last year's 800 million RMB [2][8][9]. - **Mobile Games**: Older mobile titles are experiencing a decline but are stabilizing. The overall trend for existing mobile games is expected to continue downward but at a more stable rate [9]. Dividend and Buyback Plans - The company is currently executing its existing buyback plan and will consider new regular buyback plans based on market demand and financial conditions. Future dividends will be assessed based on financial health and market conditions [11]. Relationship with Welfare - Perfect World maintains a solid relationship with Welfare, considering future collaborations for new game releases, although specific details are currently unclear [12]. Additional Insights - The company is strategically positioned to capitalize on both established franchises and new gaming trends, with a clear focus on enhancing operational efficiency and market responsiveness.

2024 年 11 月 15 日 公司研究 关注《诛仙世界》、《异环》开启新周期 ——完美世界（002624.SZ）动态更新点评 买入（维持） 重点游戏新品《诛仙世界》、《异环》正稳步推进，期待储备产品上线表现。 1）新国风仙侠 MMORPG 端游《诛仙世界》已于 10 月 31 日完成"践行 测试"，定档 12 月 19 号上线公测，瞄准 MMO 核心玩家，有效匹配需求， 测试口碑良好，有望贡献确定性流水增量。制作高规格，物理光栅化配合 光追渲染，玩家体验到的云水雾等自然效果更拟真；技能特效绚丽，加之 音响与震动反馈，使玩家视听双重体验得到满足。加入大世界探索玩法， PVP 系统则提供 3V3、5V5、20 人战场等核心 MMO 玩法，有望提升游戏 性；休闲玩法包含家园、宠物、探索等内容，和主玩法搭配增强玩家黏性。 2）开放世界 RPG 二次元手游《异环》于 9 月 22 日举办线下封闭试玩会， 深受玩家喜爱，其 B 站、TapTap 预约量分别为 93、151 万，评分高达 9.5 和 9.2 分（截止 2024/11/13），现已开启"奇点测试"招募。《异环》 24 年 7 月 16 日首曝 PV 与实 ...

Group 1: Game Development and Performance - The MMORPG "Zhu Xian World" has completed its testing phase and is set for official public release on December 19, 2024 [1] - The open-world RPG "Yihuan" gained significant attention, with over 2.8 million pre-registrations in its first week after global reveal on July 16, 2024 [2] - The third quarter of 2024 saw the gaming business report a net profit of -94.67 million CNY after excluding non-recurring losses, with an investment loss of 115.96 million CNY impacting overall performance [2] Group 2: Esports Initiatives - The 2024 Shanghai Major, scheduled from November 30 to December 15, 2024, is expected to enhance the company's esports business, leveraging its experience as the exclusive operator for "DOTA2" and "CS:GO" in mainland China [2] - Official partners for the event include NVIDIA, AMD, and AGON, indicating strong industry support for the tournament [2] Group 3: Film and Television Business - The film and television segment reported a net profit of -87.49 million CNY in Q3 2024, primarily due to lower-than-expected sales prices for certain productions [2] - The company plans to adopt a "quality over quantity" strategy to mitigate investment risks in future film projects [2]

ि点证券 传媒/游戏 || 司研究 完美世界 (002624.SZ) 2024 年 11 月 07 日 《诛仙世界》《异环》 开启新品周期，业绩或迎反转 公司信息更新报告 投资评级：买入（维持） 方光照（分析师） 田鹏（分析师） fangguangzhao@kysec.cn 证书编号：S0790520030004 tianpeng@kysec.cn 证书编号： S0790523090001 ● 公司完成战略调整,或推动高效健康发展,维持"买入"评级 | --- | --- | |-------------------|------------| | 日 期 | 2024/11/6 | | 当前股价(元) | 12.16 | | 一年最高最低(元) | 14.28/6.79 | | 总市值(亿元) | 235.90 | | 流通市值(亿元) | 222.21 | | 总股本(亿股) | 19.40 | | 流通股本(亿股) | 18.27 | | 近３个月换手率(%) | 161.81 | 股价走势图 完美世界 沪深300 40% 20% 0% -20% -40% -60% 2023-11 2024-03 20 ...

[Table_Main] 公司研究|信息技术|软件与服务 证券研究报告 完美世界(002624)公司点评报告 2024 年 11 月 06 日 [Table_Title] 游戏业务环比改善，关注新品上线表现 ——完美世界（002624）2024 年三季报点评 [Table_Summary] 事件： 公司发布 2024 年三季报。 点评： 短期业绩持续承压，游戏业务经营环比改善 2024 年前三季度，公司实现营业收入 40.73 亿元，同比下滑 34.26%，实 现归母净亏损 3.89 亿元，同比下滑 163.25%，扣非归母净亏损 4.48 亿元， 同比下滑 197.98%。单季度看，24Q3 公司实现营业收入 13.13 亿元，同比 下滑 24.36%，归母净利润为 2.12 亿元，同比下滑 190.27%，扣非后归母 净利润为 2.13 亿元，同比下滑 223.90%。24Q3，公司游戏业务实现扣非 后净亏损 9466.64 万元，其中因被投企业亏损确认损失 11595.92 万元，剔 除该影响后，游戏业务的经营业绩环比改善，影视业务实现扣非后净亏损 8748.77 万元，主要由于部分影视剧销售价格低于预 ...