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 Insights - The company has successfully transformed from an automotive parts manufacturer to a leading player in the internet gaming industry, capitalizing on China's digital transformation strategy since 2014 [1][2] - In the first half of 2025, the company reported significant growth with revenue reaching 17.2 billion yuan, a year-on-year increase of 85.5%, and net profit soaring to 2.656 billion yuan, up 129.33% [1] Business Segments - The company operates three main business segments: internet gaming, automotive parts manufacturing, and artificial intelligence cloud data, while also exploring cutting-edge fields like AI and brain science [1][2] - The company has made substantial investments in "hard technology" and virtual-interactive fields, including the development of digital therapy products for conditions like ADHD and Alzheimer's [3] Technological Innovations - The company has engaged in the construction of a digital red culture experience space, integrating AR, VR, and AI technologies to enhance cultural education [3] - It has also invested in AI-driven quality inspection robots for various industries, addressing challenges like labor shortages and high energy consumption [4] Global Expansion - Century Games, a subsidiary, has expanded its gaming business globally, covering over 200 countries and regions, and has seen explosive growth through innovative game releases [5][6] - The game "Whiteout Survival" has achieved over 100 million downloads and topped global mobile game revenue charts, significantly contributing to the company's overseas income of 8.958 billion yuan in the first half of 2025 [6] Cultural Initiatives - The company integrates traditional culture into gaming, creating immersive experiences that promote cultural heritage through modern technology [7] - Collaborations with educational institutions have led to the development of games that serve as resources for traditional culture education [7] Social Responsibility - The company has established a sustainable development committee and has made over 30 million yuan in charitable donations, focusing on community service and social responsibility [8][9] - It has initiated various projects aimed at protecting minors and enhancing digital literacy, demonstrating a commitment to social trust and responsibility [9]

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].