Tom(300459)
Search documents
汤姆猫(300459) - 2023年3月9日投资者关系活动记录表
2023-03-13 00:16
Group 1: Company Overview and Business Model - The company is integrating various AI models, including ChatGPT, for enhancing user interaction and experience [3][5] - The company plans to expand its revenue generation models beyond advertising, including new monetization strategies and user engagement methods [6][5] - The company emphasizes user data protection and security in its global operations [7] Group 2: Product Development and Future Plans - The company is developing new games under the "Talking Tom" IP, including "Talking Tom Adventure" and "Talking Tom Time Rush," with ongoing updates and operations for existing products [4] - New IP and gameplay innovations are in progress, such as "弹弹奇妙冒险" and "Sonic Dash" series, with some products already launched and others pending approval [4] - The company is planning to build AI interaction terminals and pre-trained language models, with funding from a non-public stock issuance [8] Group 3: Financial Investments and Resource Allocation - The company has invested approximately 3 million RMB in the prototype testing of voice interaction products using ChatGPT since December 2022 [9] - An additional investment of around 20 million RMB has been allocated for data storage and computing power support through a wholly-owned subsidiary [9] - The specific financial details regarding the investment in pre-trained language models are still being finalized [8] Group 4: Revenue Streams - The "发行收入" (distribution revenue) in the company's reports primarily consists of in-game purchases and other game distribution revenues [10]
汤姆猫(300459) - 2023年02月11日投资者关系活动记录表
2023-02-12 11:10
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]