传媒-IP 时代-游戏与泛娱乐的创新之路（一）

Summary of Conference Call Records Industry Overview - The conference call discusses the Chinese IP gaming market, highlighting that 82% of the actual sales revenue from January to September 2024 is derived from IP products [1] - The market size for original IP games in China reached 945.8 billion in the same period, with the overall gaming market projected to exceed 245.9 billion for the full year 2023 [2] Key Insights and Arguments - The company emphasizes the importance of self-developed and co-developed IP, aiming for global promotion and sustainable operations through acquisitions like Xianjian Yaozhuan [1] - Original IP games are characterized by high freedom and potential cost-effectiveness, as they represent assets that can be continuously developed and accumulated [3] - The company has successfully launched popular IP games, such as One Piece: Bloodline, which generated over 400 million in monthly revenue, and Xianjian Qixia Zhuan, which has a user base exceeding 60 million [9][10] - The company has established deep collaborations with various IP rights holders, including Chinese and Japanese anime, and has over 128 IP cooperation resources [8] Trends and Market Dynamics - There is a growing trend of cross-platform releases, with simultaneous launches on PC and mobile to capture a larger user base [2] - The integration of traditional culture into games, such as Nezha and Black Monkey Flower, positively impacts the cultural tourism industry [3] - The company notes the increasing importance of quality and innovation in IP development, with a formula for success based on IP popularity, gameplay compatibility, and fan emotional connection [6] Potential Risks and Considerations - Despite the high value of IP, there is a need to avoid over-reliance on IP alone, as quality and innovation are critical for success [6] - The company is cautious about selecting IPs for collaboration, focusing on those with high potential and low competition [7] Future Plans and Developments - The company plans to continue expanding its IP portfolio, with upcoming projects including Disney Speed Legends and DreamWorks All-Stars [11] - There are plans for new single-player games and various animation projects in collaboration with platforms like Bilibili [16] - The company aims to leverage its IPs for broader engagement, including community-building platforms and derivative products [14][15] Conclusion - The conference call highlights the robust growth and potential of the Chinese IP gaming market, with the company positioning itself as a leader in IP development and collaboration, while also addressing the challenges and strategies for future success.