游族网络(002174) - 2020年7月15日投资者关系活动记录表
YOOZOOYOOZOO(SZ:002174)2022-12-04 09:32

Group 1: Company Performance - In Q2 2020, the company saw improved product revenue, particularly with the launch of "少年三国志 2" in regions like Hong Kong, Macau, Taiwan, Japan, and South Korea, leading to increased revenue compared to January's peak [3] - The initial high advertising costs for "少年三国志 2" in new markets resulted in lower profits in Q2 compared to Q1 [3] - The company aims to maintain a stable revenue level for "少年三国志 2" in the domestic market, with expectations of consistent performance during the summer and subsequent version updates [5] Group 2: Strategic Focus - The company is pursuing three strategic initiatives: deepening its focus on card games, implementing a globalization strategy centered on Greater Asia, and continuing IP management [3] - The successful performance of "少年三国志 2" in South Korea, ranking fourth on Google’s best-seller list, highlights the effectiveness of the company's card game strategy [4] Group 3: Market Expansion - The company plans to launch "权力的游戏: 凛冬将至" in the Asia-Pacific region on July 21, 2020, leveraging its existing game framework for significant market impact [4] - The company has successfully entered the Japanese market with "兽娘," achieving a ranking of 12 on the best-seller list [4] Group 4: Marketing and User Acquisition - The company has observed an increase in overseas marketing costs, with initial high marketing expenses expected to decrease over time as products mature [6] - The company is adapting its marketing strategies based on regional characteristics, noting that user loyalty in China is lower than in Japan, necessitating different approaches for user acquisition [6] Group 5: Product Development and IP Management - The company is developing new card products under the "少年" series and plans to enhance the "山海镜花" IP through technical improvements and derivative products [7] - The company holds adaptation rights for multiple "盗墓笔记" games, planning to align game releases with related media content for promotional synergy [7]