恺英网络股份有限公司 投资者关系活动记录表 回复：7 月 8 日，公司子公司闲趣互娱与天穹互动签署《热 血传奇》及《传奇世界》授权许可协议。许可协议约定天穹互 动授权闲趣互娱基于传奇、传世游戏及游戏要素独家开发、运 营、推广专注于传奇、传世游戏社区的盒子产品，闲趣互娱可 在该游戏盒子产品内管理、推广、宣传、运营改编传奇、传世 游戏，制作、发布改编游戏相关的短视频，对改编游戏进行直 播宣传，组织改编游戏竞技赛事，开设改编游戏论坛，开展改 编游戏道具交易及其他相关衍生服务。 证券代码：002517 证券简称：恺英网络 编号：2025-007 | 投资者关系 | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 路演活动 | | | □现场参观 其他 ☑ （投资者交流会） | | | 宝盈基金、博时基金、财通基金、财通证券、测度基金、长江 | | | 养老、城堡基金、东方财富证券、东方红、东方证券、东吴证 | | | 券、方正证券、复胜资产、富国基金、光大证券、广发证券、 | | | 国海证券、国金基金、国金证券、国联安、国联基金、 ...

Core Viewpoint - Century Huatong's financial performance in 2024 and Q1 2025 shows significant growth, driven by both domestic and international gaming sectors, with overseas business becoming a key revenue engine [1][2]. Financial Performance - In 2024, Century Huatong reported revenue of 22.62 billion yuan and a net profit of 1.213 billion yuan, marking a year-on-year increase of 131.51% [1]. - For Q1 2025, the company achieved revenue of 8.145 billion yuan, up 91.12%, and a net profit of 1.35 billion yuan, reflecting a growth of 107.2% [1]. - The overseas business generated 11.367 billion yuan in 2024, accounting for 50.26% of total revenue, marking a significant milestone [1]. Product Performance - The subsidiary, Diandian Interactive, reported that its flagship product, "Whiteout Survival," generated approximately 15 billion yuan in 2024, a 155% increase, contributing nearly 70% to the group's total revenue [2]. - "Whiteout Survival" achieved record global revenue in March, topping the global mobile game revenue chart [2]. Market Strategy - Century Huatong's success in overseas markets is attributed to establishing local teams in key regions like Europe, the US, Japan, and South Korea for community engagement and user feedback [2]. - The company emphasizes the importance of game genre selection in the competitive landscape of Chinese game exports, with "Whiteout Survival" innovating in the SLG category by incorporating simulation elements and a unique snow-themed setting [2][3]. Industry Insights - According to research, SLG products have a longer lifecycle and stable monetization, with successful titles like "Last War" and "Whiteout Survival" demonstrating strong performance in overseas markets [3]. - The domestic market strategy focuses on remastering classic IPs and adapting successful overseas titles for local audiences [4]. Technological Integration - Century Huatong has integrated AI technology across the entire game development and operation process, enhancing art production efficiency by 60% to 80% [4]. - The company is actively promoting AI applications in game development, with initiatives like the "Dragon Cup" global AI game competition aimed at discovering innovative projects and talent [4].

Core Viewpoint - Century Huatong has achieved record-breaking performance in 2024, with significant revenue growth and strong profitability, solidifying its position as the leading gaming company in A-shares [1][3]. Financial Performance - In 2024, Century Huatong reported revenue of 22.62 billion yuan, a year-on-year increase of 70.27%, and a net profit attributable to shareholders of 1.213 billion yuan, up 131.51% [1][2]. - The company's operating cash flow reached 5.046 billion yuan, reflecting a growth of 62.67% [1]. - For Q1 2025, revenue was 8.145 billion yuan, a 91.12% increase year-on-year, with net profit attributable to shareholders at 1.35 billion yuan, up 107.2% [2]. Business Growth Drivers - The company’s overseas revenue reached 11.367 billion yuan in 2024, marking a 52.3% increase, driven by successful titles like "Whiteout Survival" [3]. - Domestic operations also thrived, with significant growth in established IPs and new game launches, such as "Dragon Valley" and "Adventure Island" [5]. AI Integration and Innovation - Century Huatong is actively integrating AI into its game development and operations, enhancing production efficiency by 60%-80% [6]. - The company has initiated the "Dragon Cup" global AI game and application competition to foster innovation in AI technology [6]. ESG Commitment - The company has invested 6.21 million yuan in public welfare initiatives, focusing on areas like youth online protection and rural revitalization [8]. - Century Huatong has engaged in various community support activities, demonstrating its commitment to social responsibility [8].