世纪华通黄怡:坚持长期主义,出海要选择相对较长的赛道

Core Insights - The conference "Breaking Waves · Coexistence - 2025 China Digital Industry Ecosystem Conference" highlighted the overseas expansion strategies of DianDian Interactive, a subsidiary of Century Huatong, emphasizing the importance of understanding foreign user habits, market changes, and focusing on internal development [1] Group 1: Company Performance - Century Huatong reported approximately 17 billion yuan in revenue for the first half of the year, with around 10 billion yuan coming from overseas gaming [1] - Notable games such as "Whiteout Survival" and "Kingshot" have significantly contributed to this revenue, with "Whiteout Survival" achieving over 2.8 billion USD in cumulative global revenue [1] Group 2: Market Insights - The primary game genre in foreign markets is casual games, contrasting with the domestic focus on shooting and MOBA games, which has influenced DianDian Interactive's success in integrating casual and traditional SLG games [2] - The overseas advertising landscape has evolved, with major ad companies utilizing AI for more precise targeting, which has changed the rules of user acquisition [2] Group 3: Strategic Focus - DianDian Interactive emphasizes the need for long-term commitment in overseas markets, particularly in the SLG genre, which has a product lifecycle of approximately 8 to 10 years [2] - The company maintains a high level of operational focus, with a small overseas team that is responsive to changes in product and traffic, enhancing its operational capabilities compared to typical gaming companies [2]