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调研速递|星辉互动娱乐接受博时基金等60家机构调研 透露游戏业务及足球俱乐部业务要点
Xin Lang Cai Jing· 2025-09-22 13:29
Group 1 - The core viewpoint of the article is that Xinghui Interactive Entertainment Co., Ltd. is focusing on improving its gaming business and product pipeline while planning to divest its football club business to concentrate on core operations [1] Group 2 - The company held a roadshow on September 22, 2025, attracting participation from 60 institutions including major funds like Bosera Fund and Morgan Stanley [1] - The gaming business has shown rapid growth in the first half of the year, with several new games expected to contribute positively to performance in the second half [1] - The flagship product "Three Kingdoms Heroes: Strategy to Conquer the World" is set to launch in October 2025, showing promising test data [1] - Multiple games based on popular IPs are planned for release in various regions, including mainland China, Hong Kong, Macau, Taiwan, Japan, Southeast Asia, and Europe [1] - The company aims to focus on high-quality game products and leverage IP value in game development, while also expanding into mini-program games across major platforms [1] - The company plans to sell its 99.66% stake in the Spanish football club, which has been approved by a temporary shareholders' meeting and awaits final approval [1] - Post-divestment, the company intends to allocate more resources to its core business areas, including toys, gaming, AI technology applications, and overseas gaming operations [1]
星辉娱乐(300043) - 2025年9月22日投资者关系活动记录表
2025-09-22 12:28
1 晓》《战地无疆》等多款游戏在境内外上线,收入同比增加, 但多款新游戏处于市场投入初期阶段,对于经营业绩的贡献将 在下半年体现,同时公司计划于 2025 年 10 月推出的拳头产品 《三国群英传:策定九州》测试数据表现优秀,有望为公司游 戏业务持续增长带来有力支撑。 除《三国群英传:策定九州》外,两款《冒险岛》IP 游戏 以及《仙境传说:破晓》《盗墓笔记》《代号-Y12》《斗破苍 穹》《代号庆余年》等多款产品计划陆续在中国大陆、中国港 澳台、日韩东南亚、欧美等地区发行。产品上线仍需充分考虑 内容积累、调优测试、产品以及竞品档期、公司资源配置等多 方面因素,上线进度存在不确定性。公司将按经营计划有进度 推出相关的产品,产品上线后对公司经营业绩的影响具有不确 定性。 二、公司在游戏业务板块有哪些发展规划? 答:公司将坚持精品化、高质量的游戏产品策略,继续深 耕古风策略类、放置类等具有系列化开发经验的优势赛道,持 续研发和迭代游戏精品。 坚持优质 IP 赋能游戏产品也是公司重要策略之一,公司 将继续深度挖掘 IP 价值并融入游戏研发,打造高度契合 IP 世 界观与受众期待的游戏产品,增强产品效益的稳定性,同时借 ...