2025年12月18日，知名全球游戏发行商贪玩(9890.HK)发布公告，宣布发行总规模为4.68亿港币(约6,000 万美金)的零息可转换债券。本次募集资金将专项用于AI相关产业的战略性布局与投资，为公司全面加 速推进"AI+游戏"战略提供长期资本支持，助力公司构建未来核心竞争力。 高转股溢价彰显市场信心，战略融资支持长期发展 根据公司与独家配售代理德意志银行及认购方LMR基金签署的认购协议，本次可转换债券的转换价格 为每股23.50港元。这一转换价格较协议签署前最后一个交易日收盘价17.00港元溢价约38.24%，较前五 个交易日平均收盘价16.59港元溢价约41.67%。本次发行成为自香港资本市场出现该类产品以来，历史 上溢价率最高的香港上市公司一年期可转债发行交易。 按此价格计算，全部债券可转换为19,914,804股新股份。悉数转股后，约占公司现有总股本的约 3.79%，及经发行扩大后股本的约3.65%。本次可转债在"高溢价+零息"条款下的成功发行，是国际投资 者支持公司于"AI+游戏"赛道持续投入的积极信号，体现了投资者对公司当前价值的认可，也传递出其 对企业长期战略与增长前景的坚定信心。 结语 ...

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Core Insights - Beijing Lingyi Wanyuan Technology Co., Ltd. and Hangzhou Jiyi Artificial Intelligence Technology Co., Ltd. have formed a deep cooperation to develop specialized AI models for the gaming industry, marking a significant milestone in the integration of large models and vertical intelligent applications [1][2] - The collaboration aims to enhance the efficiency of the entire game development and operation process through AI technology, optimizing production workflows and reducing repetitive tasks [1] - Lingyi Wanyuan has established itself as a leader in the large model field, offering a one-stop platform for enterprise model training, fine-tuning, deployment, and application development [1] Company Insights - Lingyi Wanyuan has launched several leading models, including Yi-Large and Yi-Lightne, and has partnered with major companies such as China Mobile, China Telecom, Alibaba Cloud, Huawei, and SF Technology [1] - Hangzhou Jiyi has rapidly emerged as a new force in the "AI + gaming" vertical, with its SOON platform significantly reducing game generation time to hours and improving efficiency in numerical planning by over 70% [2] - The partnership is the first of its kind in China, combining a general large model enterprise with a vertical AI generation platform, which is expected to lower technical barriers and enhance creative efficiency in the gaming industry [2]

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Group 1 - The company announced a share buyback on September 1, with 4.5673 million shares repurchased, accounting for 0.21% of total share capital, at a total cost of approximately 99.602 million yuan [1] - The buyback plan, announced on August 29, aims to repurchase shares with a total amount not exceeding 200 million yuan and not less than 100 million yuan, with a maximum price of 29.33 yuan per share [1] - The company's major shareholders and executives have committed to continuously increase their holdings using after-tax dividends received from the company between January 1, 2024, and December 31, 2028 [1] Group 2 - For the first half of the year, the company reported revenue of 2.578 billion yuan, a year-on-year increase of 0.89%, and a net profit attributable to shareholders of 950 million yuan, a year-on-year increase of 17.41% [2] - The company has shifted its business structure, increasing the proportion of high-margin R&D and platform businesses while decreasing the proportion of low-margin distribution businesses, leading to net profit growth despite stable overall revenue [2] - The company's overseas revenue reached 202 million yuan, a year-on-year increase of 59.57%, accounting for 7.82% of total revenue, reflecting its active global market expansion [2] Group 3 - The company introduced an AI full-process development platform named "SOON," designed specifically for the gaming industry, which automates the entire game development process, significantly reducing development time from months to hours [2][3] - "SOON" divides game generation into three core elements: art assets, code creation, and numerical design, utilizing AI agents for collaborative module generation [3] - The company is also developing an AI toy brand called "Warm Star Valley Dream Journey," targeting emotional companionship needs for individuals aged 12 to 35, with plans to launch the product within the year [3]

Core Insights - The gaming industry in Shanghai has shown strong growth in the first half of 2025, with total sales revenue reaching 83.283 billion yuan, a year-on-year increase of 10.8% [1] - The overseas market for Chinese games is growing faster than the domestic market, with a compound annual growth rate of 18.36% compared to 10.75% for domestic sales from 2015 to mid-2025 [2][3] - The success of Chinese gaming companies in international markets reflects a broader trend of globalization within the industry, with many companies focusing on overseas expansion [1][2] Industry Performance - In the first half of 2025, Shanghai's online gaming industry achieved a total sales revenue of 83.283 billion yuan, with domestic sales at 68.737 billion yuan and overseas sales at 14.546 billion yuan, marking increases of 10.73% and 11.12% respectively [1] - The electronic sports sector contributed 3.254 billion yuan, growing by 6.91% year-on-year [1] Globalization Trends - Chinese gaming companies are increasingly focusing on global strategies, with overseas market revenue growth outpacing domestic growth due to slower user growth in China [2][3] - The average spending per user in overseas markets is significantly higher, with U.S., Japan, and South Korea users spending 221, 249, and 218 USD respectively, compared to 63.34 USD for Chinese users [3] Technological Advancements - The development of AI technologies is facilitating the international expansion of Chinese gaming companies, enabling better localization and market analysis [4][5] - Companies like Mu Tong Technology are leveraging AI for player sentiment analysis and content creation, significantly reducing development costs and time [4][6] Challenges in International Markets - Despite the growth potential, Chinese gaming companies face challenges such as political and economic fluctuations, cultural differences, and legal barriers in foreign markets [6][7] - Smaller companies, particularly those with overseas revenues below 100 million yuan, are experiencing revenue declines due to these challenges [6] Strategic Recommendations - Companies are advised to focus on original IP development and long-term operational capabilities to enhance their presence in international markets [8][9] - The importance of cultural localization and community engagement is emphasized, with successful examples of integrating local cultural elements into games [10][11] Market Dynamics - The competitive landscape is intensifying, with rising costs of customer acquisition and increased competition from local developers in emerging markets [7][12] - The concentration of game types in the overseas market, particularly in strategy games, poses a risk as user preferences in developed countries lean towards casual and social games [7][12] Future Directions - Companies are encouraged to diversify their platforms and collaborate with overseas firms to enhance their global footprint [12][13] - The trend of establishing overseas studios is growing, with over 20 companies setting up operations in various countries to support their international strategies [13]

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