IDREAMSKY(HK:01119) 智通财经网·2025-07-29 01:06Group 1 - The core point of the news is that Dream Games (创梦天地) has signed a capital agreement with Playrix's PLR Worldwide Sales Limited, where Playrix will subscribe to approximately 38.08 million shares at HKD 1.024 per share, totaling HKD 39 million, which represents a discount of about 3.4% from the closing price on July 28 [1] - Following this transaction, Playrix will hold approximately 2.11% of Dream Games' shares, indicating a strategic investment based on the company's strengths in the overseas premium game distribution business [1] - Dream Games has successfully launched the "Dream Series" games in China, achieving over 200 million registered users over eight years, with "Dream Garden" reaching record revenue in 2024 [1] Group 2 - Game industry research media GameLook analyzed how Dream Games has become a unique global distribution platform by deeply understanding game content and accurately connecting with culture, successfully introducing and operating several well-known IPs [2] - Dream Games has announced a profit forecast for the first half of 2025, expecting net profits between RMB 20 million and 50 million, driven by the results of strategic adjustments and the gradual delivery of self-developed products [2] - The company is set to enter a product launch phase in the second half of 2025, with multiple games, including "Kara Bichu" and "Chong Chong Qibing," expected to be released, showcasing the recognition from overseas developers of Dream Games' capabilities in premium game distribution [2][3] Group 3 - Dream Games is focusing on introducing unique vertical niche products and has reserved several overseas premium games, indicating a shift in collaboration with overseas developers from "agency distribution" to "equity binding," which is expected to create a stable and mutually beneficial long-term partnership [3] - The upcoming product launches and the strategic investment from Playrix are anticipated to accelerate the company's performance release period [3]