OURPALM(SZ:300315)2025-07-22 12:28Group 1: Company Overview and Strategy - The company has accumulated a significant cash reserve due to a focused product strategy and stringent project approval standards in previous years [3] - The company maintains a positive but cautious attitude towards future investment and acquisition opportunities, emphasizing the importance of investment returns [3] Group 2: Innovation and Market Adaptation - The company is actively monitoring industry trends and exploring innovative applications while balancing innovation with cost-effectiveness [4] - There is a focus on both conceptual and practical innovations, with ongoing observation and tracking of industry developments [4] Group 3: Revenue and Market Impact - In 2024, the company's overseas revenue accounted for 43.74%, with significant market presence in Europe, the United States, Japan, South Korea, and Southeast Asia [5] - The company's overseas gaming business is classified as "cross-border digital services," which are not subject to current U.S. tariff policies, thus minimizing direct negative impacts from trade tensions [5] Group 4: Investment in Animoca Group - The company invested in Animoca Group in 2015, holding 14,783,714 shares, with Animoca's total shares issued reaching 1,943,673,633 as of March 2025 [6][7] - The investment is accounted for under financial instruments, with recognized fair value losses recorded in other comprehensive income, which cannot be reclassified to profit or loss [7]