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盛天网络(300494) - 2025-09-23 投资者关系活动记录表
2025-09-23 11:04
Group 1: Game IP Business Strategy - The company has established a multi-dimensional classic category layout in the game IP sector, successfully launching several recognized IP adaptations such as "Romance of the Three Kingdoms 2017" and "Dynasty Warriors" [2][3] - The core resources of the IP game business are now fully focused on the development and optimization of "Dynasty Warriors: The World," which has obtained an import license and is currently in a critical review phase, with plans for multiple player tests to refine the product experience [3][5][6] - The company aims to transition from single IP operations to a comprehensive system of customized development and independent publishing, with "Dynasty Warriors: The World" expected to be a key growth driver for the IP business [3][6] Group 2: Original IP Development - The original IP game "Star Wings" has performed exceptionally well since its launch in Japan, ranking second in local app store charts and topping the Steam Japan sales chart, with over 80% of revenue coming from overseas [4] - The company plans to deepen its game IP business by solidifying long-term partnerships with international IP holders and accelerating the globalization of original IP through diverse collaborations [4] Group 3: New Game Releases and Performance - The company is focusing on the upcoming release of "Magical Bopi," an innovative pet-catching game, which has completed multiple testing phases and is set for a full platform launch in 2025 [6] - The independent game "Heroic Legend" has received positive reviews and has expanded its storyline with over 300,000 words of new content, indicating strong sales and player engagement [7] Group 4: AI Development and Applications - Since 2021, the company has been exploring AI applications, establishing a comprehensive AI entertainment platform that supports core business areas like gaming and social media [8] - Key AI products include the music social app "Give Mic," which integrates AI technology for enhanced user experience, and the gaming social app "Dai Dai eSports," which is developing AI-driven social features [8] Group 5: Online Entertainment Platform Growth - The online entertainment platform has benefited from the recovery of the PC gaming market, leveraging its strong market share in offline venues like internet cafes and eSports hotels [9][10] - The mobile advertising business has seen significant growth, driven by cross-platform advertising needs and partnerships with major media platforms, capitalizing on the resurgence of the PC gaming market [10]
阿里加码小游戏赛道,虎鲸文娱推出“熠点互动”平台
Sou Hu Cai Jing· 2025-09-20 09:26
IT之家 9 月 20 日消息,Tech 星球发现,距灵犀互娱从虎鲸文娱(原阿里大文娱)独立运营不到 1 个月,阿里在游戏赛道的又有了新的布局,将打造独立 的小游戏业务"熠点互动"。 公开报道显示,阿里最早在 2014 年就曾在手机淘宝短暂上线过"游戏中心",提供连连看、五子棋等类型游戏。 IT之家查询获悉,北京熠点互动网络科技有限公司成立于 2023 年 06 月 28 日,虎鲸文化娱乐(北京)有限公司持股 100%。今年 8 月 23 日,其法人和董 事变更为吴倩。公开信息显示,吴倩是优酷首席运营官、阿里鱼(阿里旗下 IP 交易及创新平台)总裁。 2016 年 1 月,九游宣布正式更名"阿里游戏"。2019 年,阿里游戏调整为互动娱乐事业部,由阿里巴巴大文娱管辖。阿里九游总经理张楠楠在 ChinaJoy 上 在接受采访时称,淘宝小游戏平台的数据增长非常快,但她并未透露具体数据。 官网显示,"熠点互动"是一个集 H5 游戏和小程序游戏平台运营于一体的综合型互联网游戏平台,专注于游戏的运营与推广,具备包括但不限于产品引 入、渠道分发、营销推广、商业化运营全周期服务能力。 但在那之后,阿里开始愈发重视《三国志・ ...
阿里游戏再加码:打造熠点互动,入局小游戏
3 6 Ke· 2025-09-20 01:27
距灵犀互娱从虎鲸文娱(原阿里大文娱)独立运营不到1个月,阿里在游戏赛道的布局又有新的动作。Tech星球独家获悉,阿里旗下的虎鲸文娱将目光投 向小游戏领域,将打造独立的小游戏业务"熠点互动",目前其官网已先行上线。 即将亮相的"熠点互动",并非简单的游戏聚合平台。据悉,"熠点互动"是一个集H5游戏和小程序游戏平台运营于一体的综合型互联网游戏平台,专注于游 戏的运营与推广,具备包括但不限于产品引入、渠道分发、营销推广、商业化运营全周期服务能力。 注:熠点互动官网,仍处于测试中。 简单而言,熠点互动,既要成为中小游戏开发者的 "孵化器",也要搭建连接阿里系流量与游戏内容的桥梁。 同时,虎鲸文娱加码小游戏的背后,也折射出行业格局的新变化,在中重度游戏研发成本高企、版号竞争激烈的当下,轻量化的小游戏正凭借低门槛、高 渗透、强变现的特性,成为互联网巨头争夺用户时长的新战场。譬如,在今年7月的2025抖音小游戏生态增长大会上,抖音披露,其内容流水规模增长 120%,日均开播数破万增长220%。毫无疑问,小游戏已成为平台长线经营和利润提升的重要抓手。 回到阿里游戏本身,此次动作的意图已然清晰,灵犀互娱独立后聚焦中重度游戏赛道 ...