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世纪华通总裁谢斐:游戏行业,缺少真正有品牌价值的IP | 财之道
Xin Lang Ke Ji· 2025-08-15 11:08
专题:财之道:才知道"财富有门道" 文|《财之道》栏目 罗宁 "希望《无尽冬日》能运营八年甚至十年" "很多业绩很好的公司,在资本市场的价值却处于洼地" "当初推动算力战略时,收到了很多质疑" "从红海市场找到一片蓝海,也是一种创新" "深耕自身、做擅长的事才能应对内卷" "游戏行业确实缺少一些真正有品牌价值的IP" …… 这一系列观点,是世纪华通总裁谢斐在与《财之道》栏目的独家对话中,对公司业绩增长、股价问题、 行业内卷、AI变革等话题给出的判断与分享。 8月12日,Sensor Tower发布了《2025年7月中国手游出海收入排行榜TOP30》榜单,世纪华通旗下 Century Games的两款产品《Whiteout Survival》和《Kingshot》分别位列该榜单第1和第2,成功会师收 入榜TOP2。 在近一小时的沟通中,谢斐详解了外界对世纪华通的诸多疑问与好奇,也深度分享了AI技术对企业带 来的机遇与挑战,同时也分享了公司在游戏IP打造、应对行业内卷等方面的思考与实践。 以下,我们整理了访谈对话内容,供您参考。 "希望《无尽冬日》运营八年甚至十年" 《财之道》:咱们前几天预告了半年度业绩,收入和 ...
【私募调研记录】玄卜投资调研爱施德
Zheng Quan Zhi Xing· 2025-07-02 00:13
Group 1 - Xuanbu Investment recently conducted research on a listed company, Aishide, which is a retail service provider for the Honor brand and has actively participated in various fields [1] - Aishide invested 660 million yuan in a joint acquisition of Honor, and the company is preparing for the initial public offering of Honor Terminal Co., Ltd. with a counseling status of "counseling record" [1] - Aishide has established a partnership focused on smart terminals, artificial intelligence, and low-altitude economy, and has completed the registration of Shenzhen Aishide Smart City Industrial Investment Partnership [1] Group 2 - Aishide has implemented a three-year shareholder return plan (2023-2025) and has distributed over 4 billion yuan in cash dividends since its listing [1] - The National Development and Reform Commission has initiated a "two new" policy, allocating a total of 162 billion yuan in central funds for consumer goods replacement, with an additional 138 billion yuan to be distributed [1]