｜2025年10月15日星期三｜ NO.3 创梦天地《卡拉彼丘》全平台预约破1000万 10月14日，创梦天地旗下二次元战术射击手游《卡拉彼丘》宣布全平台预约人数突破1000万，成功解锁 此前承诺的"神秘大奖"预约里程碑奖励，至此游戏全平台预约奖励已全部解锁。据官方信息，该游戏将 于10月23日正式开启公测，此前在直播中还透露，公测版本将包含性能优化、匹配机制调整等关键改 动。 点评：从资本市场视角来看，《卡拉彼丘》预约人数破千万及公测临近，将为创梦天地带来多重积极影 响。首先，此前游戏预约人数突破800万时，创梦天地股价已出现一定的涨幅，此次预约破千万或进一 步释放市场信心，短期有望推动股价再次获得提振，尤其是在游戏板块整体情绪回暖的背景下，业绩预 期的强化将吸引更多投资者关注。 B站发行的热门手游《三国：谋定天下》全国巡回倾听会青岛站将开启报名，玩家可通过专属问卷参与 报名，选择线上或线下参与形式，与游戏策划零距离沟通。 据悉，《三国：谋定天下》全国巡回倾听会此前已在全国7个城市落地。此次青岛站延续"到你身边"的 宗旨，玩家现场不仅能与策划畅聊游戏未来发展方向、提出优化建议，还能结识同好分享玩法心得，更 ...

Company Overview - The company, Chuangmeng Tiandi, faced significant challenges this year, with its stock price dropping to a historical low of 0.68 HKD from an average of 2-3 HKD [1] - The flagship self-developed product, "Kara Bichu," has been in development for six years, with four years of research and two years of public testing, and has established a stable user base despite not being a blockbuster [1][3] - The company reported a turnaround in its financial performance, achieving profitability, with notable growth in long-term products and new releases [1][57] Product Development - "Kara Bichu" saw a 10% increase in monthly active users and a 75% increase in revenue in the first half of the year, finally achieving profitability in May [3] - The game features a unique "string transformation" gameplay mechanic, allowing characters to transform into 2D paper figures during combat, which has garnered positive player feedback [7][10] - The development team shifted focus from competitive gameplay to enhancing character value and social interaction, leading to a more casual gaming experience [19][24][36] Strategic Adjustments - The CEO, Chen Xiangyu, emphasized the importance of understanding player needs and fostering a collaborative environment, which has led to a more player-centric approach in game development [41][50] - The company has streamlined its operations by focusing on its core business and gradually divesting from non-gaming ventures, allowing for sustained investment in "Kara Bichu" [50][59] - The company aims to leverage its IP for long-term growth, with plans for merchandise and community engagement, as evidenced by the successful pre-sale of 5,000 figurines [55][68] Industry Insights - The competitive landscape for shooting games is intense, and the company recognizes the need for differentiation rather than direct competition with larger firms [60][63] - Innovations in gameplay mechanics, such as the "string transformation," are seen as critical for attracting players and retaining talent within the industry [63][64] - The company believes that the gaming industry offers unique opportunities for creativity and player engagement, contrasting with the complexities of offline business models [66][68]