Group 1: Strategic Partnerships and Technology Integration - In 2022, the company signed a strategic cooperation agreement with iFLYTEK and Peking University Information Technology Institute to leverage digital technology resources and content creation advantages, focusing on the Tom Cat IP for joint operations in AI applications and product development [3] - The company is exploring the integration of ChatGPT with its existing products, aiming to enhance user interaction by evolving "Talking Tom" into "Chatting Tom" [4] - The company is actively engaging in VR/AR technologies, having launched educational products like "Tom Cat AR English" and partnered with Rokid for immersive experiences [5][6] Group 2: Business Expansion and Performance - The company operates a dual model of "self-operated + city partners" for its parent-child amusement parks, with over ten parks currently in operation [7] - The Jiangxi Nanchang park received over 2,000 visitors during its trial operation, and the Yancheng park averaged over 300 family groups daily within two weeks of opening [7] - The company plans to expand its amusement park business in 2023, with multiple new locations under consideration across various provinces [9] Group 3: Game Development and Future Directions - The company aims to maintain its industry advantage in nurturing and running games, focusing on high-quality content output to attract new users [10] - Upcoming game projects include "Talking Tom Adventure" and "Talking Tom Time Rush," with the latter already launched in overseas markets [11][12] - The company is also developing new IPs and gameplay, including titles like "Bouncing Adventure" and "God King Gladiator," with ongoing efforts to enhance user experience and feedback [12]

Business Outlook - The optimization of pandemic control measures is expected to positively impact both online and offline business operations, with a gradual recovery in consumer behavior anticipated [3] - The company expects that consumption will remain a key driver of economic growth, supported by government initiatives to expand domestic demand [3] Parent-Child Amusement Park Operations - The company has successfully operated over 10 parent-child amusement parks, with a 28% year-on-year increase in family visits to self-operated parks in 2021 [4] - New parks in Jiangsu and Hangzhou opened in June and September 2022, respectively, with additional locations planned for opening in early 2023 [4] Offline Business Development Strategy - The company aims to expand its parent-child amusement park network and develop large-scale cultural tourism projects to enhance the Tom Cat IP brand [5] - Ongoing market research has identified advantageous locations for new parks across various provinces, including Jiangsu, Anhui, and Hunan [5] Future Development and Revenue Structure - The company plans to maintain a dual focus on online and offline business growth, leveraging the Tom Cat IP ecosystem to enhance brand engagement and user connection [6] - Continuous development of new products and experiences is expected to drive steady revenue growth [6] Core Game Products - Key products include "My Talking Tom," "My Angela," and "Talking Tom Gold Run," with monthly active users (MAU) ranging from 30 million to 80 million for various titles [7][8] - "My Talking Angela 2" achieved the highest global download ranking in Q3 2021, showcasing the brand's strong market presence [8] New Product Development - Upcoming games include "Talking Tom Time Rush" and "Talking Tom Adventure," with several new IPs and gameplay innovations in the pipeline [9] - The company has a robust global R&D team and a comprehensive product development system to ensure high-quality content output [9]

编号：2015-001 证券代码：300459 证券简称：浙江金科 浙江金科过氧化物股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |----------------|--------------------------------------------------------|-----------------------|------------|--------| | | | | | | | 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 | | | | | 参与单位名称及 | 宝盈基金管理有限公司 | | 研究部总监 | 段鹏程 | | 人员姓名 | 宝盈基金管理有限公司 | | 研究员 | 杨思亮 | | | 国泰君安证券 | | 研究员 | 王政之 | | | 国泰君安证券 | | 助理董事 | 杨思亮 | | | | | | | | | 国泰君安证券 | | 投 ...

编号：2016-001 证券代码：300459 证券简称：浙江金科 浙江金科过氧化物股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------------|--------------------------|--------------------------------------------------------| | | | | | 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 | | | 参与单位名称及 | | 太平洋证券股份有限公司分析师杨林、东兴证券股份有限公司 | | 人员姓名 | | 分析师杨行远、宝盈基金管理有限公司研究员陈金伟、浙江益 | | | | 恒投资管理有限公司董事长徐冠华、杭州恒强投资管理有限公 | | | | 司董事长卢立君、元龙利通（上海）股权投资管理有限公司总 | | | | 经理文擎、杭州鑫奥格思投资管理有限公司总经理管圣启 | | 时间 | 2016 ...

编号：2016-004 证券代码：300459 证券简称：浙江金科 浙江金科过氧化物股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|------------|----------------------------------------------------| | | | | | 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 | | | 参与单位名称及 | 1 | 、太平洋资产管理有限公司高级投资经理郑琪、徐毅樑； | | 人员姓名 | 2 | 、华宝兴业基金管理有限公司国内投资部总经理闫旭； | | | 3 | 、富国基金管理有限公司投资总监朱少醒； | | | | 4、银河基金管理有限公司研究总监刘风华； | | | 5 | 、平安资产管理有限责任公司易杰、姜永明； | | | 6 | 、华泰柏瑞基金管理有限公司方伦煜、沈雪峰； | | | 7 | 、国海富兰克林基金管理有限公司研究员高 ...

Business Performance - The company has enhanced its profitability, with a projected net profit increase of 25%-45% for 2015 compared to the previous year [4] - The SPC production line is operating at full capacity, with the company being the largest SPC producer in China, accounting for over 50% of the national export volume [4] - The company is actively implementing fundraising projects and new joint ventures, which are expected to provide new profit growth points [4] Acquisition and Business Model - The company plans to acquire Hangzhou Zhexin, which operates in mobile casual game distribution and relies on big data analysis [5] - Hangzhou Zhexin has developed an open mobile casual game ecosystem, utilizing an automated game distribution model based on big data [5] - The core competitive advantages of Hangzhou Zhexin include strong game content resources, extensive channel coverage, and a robust data analysis system [6] Future Plans and Strategies - Hangzhou Zhexin aims to enhance its open platform and data analysis capabilities, transitioning from a platform-based to an ecosystem-based mobile internet enterprise [6][7] - Future plans include upgrading the open mobile game distribution model, expanding channel partnerships, and enhancing content offerings to meet diverse user needs [7][8] - The company has nearly 200 million activated users and plans to leverage user behavior data to launch new high-quality content products [8] Performance Commitments - The management team is confident in meeting performance commitments for the acquired company, focusing on increasing user numbers and average revenue per user (ARPPU) [8]

编号：2016-006 证券代码：300459 证券简称：浙江金科 浙江金科过氧化物股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------|----------------------------------------------------| | | | | | 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 | | | 参与单位名称及 | | 中银国际证券申林英、冯秀娟；汇添富郑乐凯；广发基金 | | 人员姓名 | | 周小萃；建信基金付竹云；诺安基金吴博俊；大成基金陈 | | | | 晓光；前海开源基金董治国；万家基金束金伟；平安大华 | | | | 基金何思璇；中信证券孙喜伟、陈英；光大资管周维；华 | | | | 泰资管任莹莹；浙商证券李新义；长城财富资管韩小禹； | | | | 谦石投资姚梅；巴沃睿德资产泮益平；从容投资王琴；平 | | | ...