证券代码：300043 证券简称：星辉娱乐 星辉互动娱乐股份有限公司 2019 年 5 月 22 日投资者关系活动记录表 编号：20190522 | --- | --- | --- | --- | --- | --- | |-----------------------|---------------------------------------|----------------------------------------------------------|-------|-------|-------| | | | | | | | | | □ 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 | □ 新闻发布会 | □ 路演活动 | | | | | 活动类别 | □ 现场参观 | | | | | | | 其他 （ | 集体接待日网上交流 ） | | | | | 参与单位名称及 | 投资者、网上交流者 | | | | | | 人员姓名 | | | | | | | 时间 | 2019 年 5 月 22 日，下午 | 14:00 起 ...

证券代码：300043 证券简称：星辉娱乐 编号：2019052301 | --- | --- | --- | |-----------------------|------------------------------|--------------------------------------------------------| | | 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 | □ 新闻发布会 | □ 路演活动 | | 活动类别 | □ 现场参观 | | | | □ 其他 （ | ） | | 参与单位名称 | 光大证券：孔蓉 | | | 及人员姓名 | 九泰基金 卢凯 | | | | 中加基金 于成琨 | | | | 华阜资本 李鋈 | | | 时间 | 2019 年 5 月 23 日 | | | | | | | 地点 | 广州市天河区黄埔大道西 | 122 号星辉中心 26 楼； | | 上市公司接待 人员姓名 | 董事会秘书王云龙 | | | | | 公司董事会秘书王云龙先生首先介绍了公司游戏、足球俱 | | | | 乐部、玩具衍生品等 ...

Group 1: Game Business Overview - The company has established a leading position in the SLG strategy game vertical, with the game business accounting for over 50% of total revenue in 2017 [2] - The key product "Three Kingdoms Heroes: The Overlord's Era" maintained a monthly revenue of 50-60 million after a peak period of over 100 million [2] - The first quarter's key product "The Era of the Sky" achieved over 100 million in revenue within the first 30 days, validating the company's game publishing capabilities [2] Group 2: Future Game Development Strategy - The company plans to focus on internationalization, series development, and brand building for future game projects [4] - Upcoming products include "The Era of the Sky," "Return to Civilization," "The Night of the Tang Dynasty," and "The Last King of the World" [3] - The company aims to leverage cross-industry IP incubation with film and animation, exemplified by the upcoming release of the film IP "The Night of the Tang Dynasty" in summer 2018 [3] Group 3: Toy Business Performance - The toy business achieved a gross margin of 36.85% in 2017, an increase of 1.27% [3] - The company's toy brand "RASTAR" has established trademark rights in over 50 countries and regions, securing more than 35 licenses from well-known automotive brands [3] - In January 2018, the company signed a six-year exclusive global licensing agreement with BMW, becoming the sole global licensee for dynamic car models and children's bicycles [3] Group 4: Football Club Operations - The value of the Spanish football club reached 105 million euros by the end of December 2017, showing significant improvement [4] - The club's youth training system has produced 57 players currently active in top European leagues [4] - The club has established international football schools in the USA, Algeria, Oman, and Japan, with a total of 800 students globally [4] Group 5: Financial Performance and Market Position - In 2017, the game business generated over 1.3 billion in revenue, while the toy and sports businesses each contributed around 600 million [6] - The company faces a competitive environment where Tencent and NetEase together hold over 70% market share [5] - The company remains optimistic about the growth of the Chinese gaming market and is focused on niche product lines in SLG and anime genres [5]

Group 1: Game Revenue - The game with the highest revenue contribution in 2017 was "Three Kingdoms Heroes," generating approximately 360 million [1] - The game maintained high revenue in China and performed well in overseas markets, ranking seventh in the Chinese mobile game's overseas revenue list in South Korea [1] Group 2: Football Business - The increase in revenue from the football business in 2017 was primarily due to the reform of La Liga's broadcasting rights, which boosted television broadcasting income [2] - Revenue sources included broadcasting rights, commercial sponsorship, ticket sales, derivative products, and player transfer income [2] Group 3: Expenses and Investments - The increase in expenses in 2017 was attributed to the purchase of a new building, Starshine Center, leading to higher interest expenses [2] - Advertising costs and foreign exchange losses also contributed to the rise in expenses [2] Group 4: Future Plans - In 2018, the company plans to release a modern warfare-themed SLG mobile game "Return to Civilization" in Q2-Q3, and an MMORPG mobile game based on the IP "The Night of the Tang Dynasty" in Q3 [2] - Another SLG mobile game "King of the Apocalypse" is scheduled for release in Q4, with more new product information to be announced at the upcoming game business conference in June [2]

RASTAR 星 辉 娱 乐 国 内 - 海 外 营 收 均 衡 齐 头 并 进 三 大 主 营 业 务 迎 来 高 成 长 期 (200 RASTAR 星辉娱乐 RASTAR GROUP cninf与 星 辉 娱 乐 国内-海外营收均衡齐头并进 6.1% 玩具-国内 29.2% 体育-海外 41.6% 营收 游戏-国内 3Q2018 7.0% 游戏-海外 13.8% 2.3% 玩具-海外 其他-国内 星辉娱乐 RASTAR GROUP RASTAR cninf与 @ 20 星 辉 娱 乐 游戏、玩具、体育业务迎来高成长发展期 BMW wordmark are trademarks of BMW AG and are used under License. 腾讯独代 《盛唐幻夜》官方手游《逍遥诀》 玩具IP储备厚积薄发 新品布局多样化 西班牙人新赛季实力尽显 冲击欧联欧冠席位 < ) 3 (> cninf RASTAR www.cninfo.com.cn 星辉娱乐 RASTAR GROUP 星 辉 娱 乐： 游 戏 业 务 卓越的研运一体+流量运营能力 型 创造101 F& E W S T 这!就是 MEIZ ...

证券代码：300043 证券简称：星辉娱乐 星辉互动娱乐股份有限公司投资者关系活动记录表 编号：20181101 | --- | --- | --- | |-----------------------------|----------------------------------------------|--------------------------------------------------------| | | 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 | □ 新闻发布会 | □ 路演活动 | | 活动类别 | □ 现场参观 | | | | □ 其他 | （ ） | | 参与单位名称及 | 广证恒生证券：肖明亮、叶琨 | | | 人员姓名 | 新时代证券：马笑 | | | 时间 | 2018 年 11 月 1 日 | | | 地点 | 广州市天河区黄埔大道西 | 122 号星辉中心 26 楼； | | 上市公司接待人 员姓名 | 董事会秘书王云龙 | | | | | 公司董事会秘书王云龙先生首先介绍了公司的基本情况、 | | | 20 ...

证券代码：300043 证券简称：星辉娱乐 编号：20181114 | --- | --- | --- | |----------------|--------------------------------------|-----------------------------------------------------------| | | 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 | □ 新闻发布会 | □ 路演活动 | | 活动类别 | □ 现场参观 | | | | □ 其他 | （ ） | | 参与单位名称及 | 长江证券：赵刚 | | | 人员姓名 | | | | 时间 | 2018 年 11 月 14 日 | | | 地点 | 广州市天河区黄埔大道西 | 122 号星辉中心 26 楼； | | 上市公司接待人 | 董事会秘书王云龙 | | | 员姓名 | | | | | | 公司董事会秘书王云龙先生介绍了公司各项业务的基本 | | | | 情况、业务进展以及未来发展战略，主要内容如下： | | | （ 1 ）公司 2018 | 年前三 ...

证券代码：300043 证券简称：星辉娱乐 星辉互动娱乐股份有限公司投资者关系活动记录表 编号：2019022501 | --- | --- | --- | --- | |-----------------------|----------------------------------|------------------------------|---------------------------------------------------------| | | | | | | | 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 | □ 新闻发布会 | □ 路演活动 | | | 活动类别 | □ 现场参观 | | | | | □ 其他 （ | ） | | | 参与单位名称 | 民生证券：刘欣 | | | | 及人员姓名 | 长城基金：杨维维 | | | | | 华商基金：黄灿 | | | | | 行健资本：林露佳 | | | | 时间 | 2019 年 2 月 25 日 | | | | | | | | | 地点 | 广州市天河区黄埔大道西 ...

证券代码：300043 证券简称：星辉娱乐 星辉互动娱乐股份有限公司投资者关系活动记录表 编号：2019010802 | --- | --- | --- | |---------------------------|----------------------------------------------|-------------------------------------------------------------------------------------------------------| | | | | | | 特定对象调研 □ 媒体采访 | □ 分析师会议 □ 业绩说明会 | | 投资者关系 | □ 新闻发布会 | □ 路演活动 | | 活动类别 | □ 现场参观 | | | | □ 其他 （ | ） | | 参与单位名称 | 交银施罗德基金：余李平 | | | 及人员姓名 | 长江证券：聂宇霄 | | | 时间 | 2019 年 1 月 8 日下午 2:30 | | | 地点 | 广州市天河区黄埔大道西 | 122 号星辉中心 26 楼； | | 上市公司接待 | | 副总经理仲 ...

Group 1: Company Overview and Business Development - The company operates in gaming, football clubs, and toy derivatives, with recent business progress and future development strategies discussed [1] - The transfer of Chinese player Wu Lei to Espanyol has attracted significant attention, with 4 million Chinese fans watching his debut match, enhancing the club's commercial value [1] Group 2: Future Development Strategies - Espanyol aims to improve its competitive level while developing commercial value in broadcasting, sponsorship, merchandise, and ticket sales [3] - The club will leverage its professional football management and youth training systems to cultivate Chinese players, positioning itself as a key overseas platform for Chinese football [3] Group 3: Financial Performance - In 2018, the company reported total revenue of 2.829 billion yuan and a net profit of 238 million yuan, representing year-on-year growth of 2.66% and 3.66% respectively [3] - The operating cash flow reached 647 million yuan, a significant increase of 130.34% compared to the previous year [3] Group 4: Goodwill and Risk Management - The company has 1.1 billion yuan in goodwill, primarily from the acquisition of Xinghui Tiantuo in 2014 and Espanyol in 2015, with no significant risk of goodwill impairment identified [3] - The company adheres to strict information disclosure regulations, ensuring the accuracy and completeness of disclosed information [3]