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掌趣科技:AI+游戏 拓展游戏产业发展新路径
Zheng Quan Shi Bao· 2025-09-24 05:00
Group 1 - The core strategy of the company is a dual-driven approach combining product development and technological innovation, focusing on SLG games and AI applications to unlock new growth opportunities [1][4] - The company has been actively transforming its product lineup by emphasizing high-potential SLG games and mini-program games, which are expected to provide stable revenue streams [2][4] - The launch of LayaIdea, a commercial AI game engine tool, marks a significant advancement in the company's technological capabilities, enhancing efficiency in game development and positioning the company favorably in the "AI + gaming" sector [3][4] Group 2 - The company has established partnerships with leading firms like NVIDIA and Blue Box to explore the application of AIGC in game development, indicating a strong commitment to innovation [3] - The company’s proactive investments and collaborations, such as those with Animoca and WEBZEN, are aimed at enhancing growth flexibility and expanding business boundaries [4] - The future development path of the company is increasingly clear, with a focus on launching new SLG titles and mini-games, alongside the commercialization of AI tools to improve research and development efficiency [4]
掌趣科技:AI+游戏 拓展游戏产业发展新路径
Group 1 - The core strategy of the company is a dual-driven approach of "products + technology," focusing on SLG games and mini-games while embracing AI advancements to open new growth opportunities [1][4] - Since its establishment in 2004, the company has maintained competitiveness through a "research and operation integration, quality first" model, adapting to industry changes by restructuring its product lineup towards SLG and mini-program games [2][4] - The company has accelerated the development and launch of new SLG projects, such as "Code H" and "Code S," which are expected to provide significant revenue support due to their high user engagement and long lifecycle [2][4] Group 2 - The company has established partnerships with firms like NVIDIA and Blue Box to explore AI applications in game development, marking a significant step towards integrating AI into its processes [3][4] - The launch of LayaIdea, a commercial 3D game AIGC development tool, represents a breakthrough in China's gaming industry, enhancing the company's capabilities in interactive advertising, game prototyping, and lightweight 3D production [3][4] - The company is focused on expanding its investment and collaboration efforts, enhancing growth flexibility and business boundaries, while aiming for a clear development path in the new cycle with a focus on SLG and AI applications [4]
掌趣科技(300315) - 2025年5月15日投资者关系活动记录表
2025-05-15 10:02
Group 1: Product Development and Market Strategy - The company is actively developing mini-games for the domestic market and focusing on SLG games for the overseas market, with titles like "Code S" and "Code H" in progress [1] - Currently launched mini-games have experienced a decline in revenue compared to their initial launch due to product lifecycle factors [2] - The company plans to adjust the development and promotion pace of mini-games based on testing data and market conditions [2] Group 2: Financial Performance and Cost Factors - The gross margin for mobile terminal games decreased by 1.60% in 2024, influenced by the structural adjustment of game product types [1] - The company is implementing strategies to maintain market share and brand awareness through new game launches and promotions [2] Group 3: Talent Acquisition and Resource Allocation - The company aims to attract and retain high-end talent through reasonable incentives, empowerment, and development opportunities [2] - The current focus is on mini-games and SLG games, with potential research and small-scale trials for new game categories [2] Group 4: Currency Risk Management - The company acknowledges that a decline in the US dollar could impact profits due to the significant contribution of overseas business to revenue [2] - A currency risk management strategy is in place to monitor global exchange rate fluctuations [2] Group 5: Disclosure of Information - The investor relations activity did not involve any undisclosed significant information [3]