盛天网络20250211

Summary of Conference Call Notes Company and Industry Overview - The conference call discusses ShengTian Network, focusing on its integration of AI technology into gaming and social applications, particularly in the context of mini-games and social platforms [2][3]. Key Points and Arguments AI Integration and Innovations - ShengTian Network has established an AI laboratory to incorporate AI applications into all employee KPIs, aiming to enhance productivity, R&D capabilities, and product performance [2][5]. - The company is actively exploring the use of open-source and closed-source large models in its products, with a strong emphasis on data security, particularly in Chinese language pre-training [2][5]. Social Business Developments - The core products in the social business are "DaiDai" and "GeiMai," which have stable revenue and profit. In 2025, the company plans to launch virtual companionship and virtual play features to enhance user engagement and monetization [2][6]. - New features such as music greeting cards and horoscope games are set to be introduced to increase user activity and payment rates [2][6]. Game Publishing Achievements - The game "New Wings" launched overseas in November 2024 has performed exceptionally well, with nearly 70% of revenue coming from Japan, achieving over 10 million in revenue for two consecutive months. The company plans to expand into South Korea and Southeast Asia in 2025, expecting to maintain over 100 million in revenue with high profit margins [2][7]. Future Plans and Product Development - ShengTian Network is developing a social platform that will integrate multiple AI mini-games and applications, providing AI companionship features to enhance user experience [2][8]. - The upcoming game "Dynasty Warriors 8" is the first self-developed large IP fighting game, with plans for three different types of fighting games to be online simultaneously next year [2][8][9]. Financial Performance and Strategy - The company reported a recovery in the fourth quarter for the strategy game "Three Kingdoms Strategy Edition," which has a long lifecycle. The overall loss for the year was primarily due to credit and goodwill impairments, but operational stability and cash flow remain strong [2][10]. - The company plans to focus on specific niches to achieve greater specialization and leadership, having set aside underperforming products and made impairment arrangements to streamline operations [2][13]. Additional Important Insights - The DeepSeek model, an open-source large model, is expected to significantly reduce costs and enhance innovation within the company, aligning with its internal culture [4][5]. - The company is testing various large models for integration into its products, emphasizing the importance of operational details and innovative applications to maintain a competitive edge [2][18]. - During the Spring Festival, user data for GeiMai showed growth, while DaiDai experienced a slight decline due to seasonal factors. The introduction of AI companionship features is anticipated to boost user engagement and revenue [2][17]. This summary encapsulates the key developments and strategic directions of ShengTian Network as discussed in the conference call, highlighting its focus on AI integration, social and gaming innovations, and financial strategies.