Group 1: Financial Performance - The company's data traffic business revenue for the first half of 2021 was approximately 450 million CNY, representing a year-on-year increase of 90.6% [3] - The gross profit margin for the data traffic business was 21.92%, significantly higher than industry peers [4] Group 2: Business Growth Drivers - The growth in data traffic business is primarily attributed to the aggregation effect of the Shanxi Data Traffic Ecological Park, which has attracted over 100 enterprises from various internet sectors [3] - The company has established a subsidiary, Juwei Technology, which has obtained key marketing qualifications and built a domestic digital marketing team with over 1,000 part-time and full-time actors [3] Group 3: Strategic Partnerships and Future Plans - The collaboration with the Japanese medical beauty brand Faith aims to leverage the company's data traffic advantages in short videos, live streaming, and content marketing to enhance brand growth [4] - The company is actively exploring opportunities in the metaverse and has launched a developer support program for its casual gaming platform, PK.NOW! [5] Group 4: Asset Management - The sale of the overseas game publishing business, Fantasy Joy, is intended to optimize the company's asset structure and reduce operational risks, with an expected gain of approximately 130 million CNY from the transaction [5]
天娱数科(002354) - 2021年9月23日投资者关系活动记录表(投资者交流会)