吉比特(603444) - 厦门吉比特网络技术股份有限公司2023年12月1日至12月31日投资者调研沟通活动纪要
G-bitsG-bits(SH:603444)2024-01-03 07:38

Product Launch and Development - The self-developed first-person shooter game "Outpost: Infinity Siege" is scheduled for release on Steam in Q1 2024 [1] - "Immortal Family" has opened for public beta reservation, with a planned launch on January 11, 2024 [1] - The magical-themed idle game project code-named M88 is expected to launch its overseas version in 2024 [1] - The company has submitted version number applications for the Western fantasy-themed idle card game and the cultivation-themed idle game projects [1] Q4 2023 Game Performance - "Wandao Mobile" averaged a ranking of 42 on the App Store game bestseller list, peaking at 22 [2] - "Yinian Xiaoyao" averaged a ranking of 68, with a peak at 27; both games experienced a decline compared to the same period last year [2] Long-term Operation Strategies - "Wandao Mobile" focuses on player experience and employs comprehensive promotional strategies for long-term operation [3] - Regular player engagement activities are conducted to gather feedback and optimize the game experience [3] - "Yinian Xiaoyao" has over 24 million registered users, with future strategies focusing on existing users and refining marketing expenditures [4] New Product Development - The app version of "Brave and Equipment" is still under development, with the launch date yet to be determined [5] Personnel and Team Expansion - The company maintains a cautious approach to personnel expansion, with a slight increase expected in the short term due to ongoing projects [6] - A comprehensive talent development system is in place to retain talent through competitive compensation and growth opportunities [6] Overseas Business Development - The company emphasizes the development of overseas business, requiring self-developed products to target international markets [7] - Several products have been launched in overseas markets, including various versions of "Yinian Xiaoyao" [7] - No specific revenue expectations for overseas products, with ongoing testing and market validation needed [7] Investment Business Overview - From January to September 2023, the investment business generated a financial gain of 94.39 million yuan, primarily due to increased investment income from joint ventures [8] - The investment strategy focuses on the cultural and creative industry, particularly in the gaming sector [9] Dividend Policy - The company values shareholder returns and evaluates profit distribution plans based on product performance and future funding needs [10]