G-bits(SH:603444)2022-11-17 15:02Group 1: Game Launch and Performance - "Aobi Island: Dreamland" is scheduled to launch on July 12, 2022, with over 8.48 million pre-registrations [1] - Long-term retention data for "Aobi Island: Dreamland" is promising, aligning with expectations for the product [1] - The company anticipates long-term operation for "Aobi Island" based on the successful management and development capabilities of the team [1] Group 2: Marketing and User Engagement Strategies - "Wandao" mobile game will continue to utilize comprehensive promotional strategies for long-term operation [2] - Regular events such as "Lun Dao Conference" and "Player Meetups" will be held to enhance player experience and gather feedback [2] - The company plans to introduce a summer version of "Wandao" to attract returning users during the summer season [2] Group 3: User Acquisition and Advertising - "Yinian Xiaoyao" has a significant initial advertising investment, with ongoing stable daily user acquisition [3] - The company will focus on concentrated advertising during major updates while maintaining a steady flow of organic users [3] Group 4: International Expansion - The company is actively expanding its overseas business, with a focus on English-speaking regions, high-paying markets in Japan and South Korea, and culturally similar Southeast Asia [4][5] - Future self-developed products must target overseas markets before project approval [4] Group 5: Research and Development Mechanism - The company employs a "bottom-up" product development mechanism, focusing on MMORPG, SLG, and idle games [6] - Existing products will be upgraded to enhance performance and extend their lifecycle [6] Group 6: R&D Team Growth and Incentives - As of the end of 2021, the company had 530 R&D personnel, accounting for 56.08% of total employees [7] - Future growth of R&D personnel will be moderate to maintain company culture and efficiency [7] Group 7: Investment Risks - The company primarily invests in cultural creative industries related to its core business, facing certain investment risks due to market changes [8] - The company has experienced both losses and successful investments, maintaining a small investment amount per target to mitigate risks [8]