Core Viewpoint - The stock of Chuangmeng Tiandi (01119) has seen an increase of over 3% during trading, currently up by 2.59% at HKD 1.19, with a trading volume of HKD 4.49 million [1] Group 1: Game Launch and Performance - Chuangmeng Tiandi's mobile game "Karabichu" officially launched its public beta at 10 AM today, with over 10 million pre-registrations across all platforms [1] - The PC version of "Karabichu" has been well-received globally since its launch on November 22, 2024 [1] Group 2: Market Outlook - According to a report from Kaisheng Securities, there is optimism regarding the mobile game leveraging the content and player base from the PC version to rapidly expand in the vast mobile gaming market, driving significant performance growth [1]

Core Viewpoint - The stock of Dreamland (01119) has seen an increase of over 3% during trading, currently up by 2.59% at HKD 1.19, with a trading volume of HKD 4.49 million [1] Group 1: Game Launch and Performance - Dreamland's mobile game "Kara Bichu" officially launched its public beta at 10 AM today, with over 10 million pre-registrations across all platforms [1] - The PC version of "Kara Bichu" has been well-received globally since its launch on November 22, 2024 [1] Group 2: Market Outlook - Open Source Securities has expressed optimism regarding the mobile game, citing its potential to leverage the content and player base from the PC version to rapidly expand in the mobile gaming market, driving significant revenue growth [1]

Core Viewpoint - Chuangmeng Tiandi (01119) shares increased by over 5%, currently at 1.19 HKD, with a trading volume of 17.77 million HKD, driven by the upcoming launch of its mobile game "Karabichu" in October 2025, which has already surpassed 10 million pre-registrations [1] Group 1: Game Launch and Performance - The mobile game "Karabichu" is set to enter full platform public testing on October 23, 2025 [1] - The game has achieved over 10 million pre-registrations, indicating strong market interest [1] - According to a report from Kaisheng Securities, the self-developed game "Karabichu" has seen significant improvements in user engagement metrics, with MAU, revenue, payment rate, and average monthly payment amount increasing by 10%, 75%, 23%, and 59% respectively [1] Group 2: Market Position and Future Outlook - The PC version of "Karabichu" remains in the top ten of the Steam weekly sales chart in Japan, showcasing a solid player base [1] - The mobile version has completed three rounds of testing and is expected to launch domestically in 2025, leveraging the existing content and player base from the PC version to capture a larger share of the mobile gaming market [1] - The anticipated growth in the mobile gaming sector is expected to drive significant performance increases for the company [1]

Core Viewpoint - Chuangmeng Tiandi (01119) shares increased by over 5%, currently at 1.2 HKD with a trading volume of 23.83 million HKD, driven by the announcement of the mobile game "Karabichu" set for public testing in October 2025 [1] Company Performance - The mobile game "Karabichu" has surpassed 8 million pre-registrations as of September 16 [1] - In the first half of the year, the self-developed game "Karabichu" introduced new modes and a secondary weapon shop, resulting in a 10% increase in Monthly Active Users (MAU), 75% in revenue, 23% in payment rate, and 59% in average monthly payment per active user [1] Market Position - The PC version of "Karabichu" consistently ranks among the top ten bestsellers on Steam in Japan, indicating a strong player base [1] - The mobile version has completed three rounds of testing and is expected to launch domestically in 2025, leveraging the content and player base from the PC version to rapidly expand in the mobile market [1]

Group 1 - Tencent's game "Code Name: Cookie Man" has officially started testing recruitment, with expectations to launch testing in mid to late July 2025. The recruitment requires players to have experience in action or card games [1] - If "Code Name: Cookie Man" proves the viability of its "cute + strategic competition" gameplay during testing, it could become a new flagship for Tencent in the casual gaming sector, potentially leading to a reevaluation of the entire casual competitive market by capital [1] - The success of this game could increase attention on similar products from smaller developers, while also highlighting Tencent's resource integration capabilities in the agency publishing sector [1] Group 2 - Hero Game's "Double Helix" has concluded its third test, which began on June 12, 2025, and provided a detailed summary and optimization plan. This test was a limited, paid, and deleted test covering both PC and mobile platforms [2] - The focus on optimizing player experience in the summary is crucial for enhancing player satisfaction and retention rates. A balanced difficulty, convenient controls, and engaging storylines could lead to a stable active user base, which is vital for revenue growth [2] - A stable active user base indicates higher payment potential, which is essential for Hero Game's financial performance [2] Group 3 - Chuangmeng Tiandi's highly anticipated mobile game "Kara Bichu" has announced its long corridor test starting on July 10, 2025, and lasting until July 19, 2025. This test is a limited paid deletion test and is only open to Android platforms [3] - If the long corridor test receives positive player feedback and attracts a large number of participants, it could enhance market expectations for the future commercialization prospects of "Kara Bichu" [3] - Good performance in testing may draw more investor attention to Chuangmeng Tiandi and provide growth potential for revenue after the official game launch, boosting investor confidence in the company's future performance [3]

Group 1 - The game "Goddess of Victory: Nikke" officially launched on May 22 and topped the iOS free game chart, indicating strong market appeal [1] - The successful launch may boost market confidence in the 2D shooting game genre and the joint operation model, positively impacting related gaming companies and sectors [1] Group 2 - Sony announced on May 21 that the PlayStation Stars program will no longer accept new registrations, posing challenges to its ecosystem and player loyalty initiatives [2] - The discontinuation of new user registrations may raise concerns about the sustainability of game subscription services and affect market expectations regarding long-term user engagement and profitability in the gaming industry [2] Group 3 - Guangdong Province released policies on May 22 aimed at promoting high-quality development in the online gaming industry, including 13 measures to support original content and technological innovation [3] - The policies are designed to create a better development environment for gaming companies, enhancing overall sector vitality and positively influencing related industry stocks and market sentiment [3]