三七互娱(002555) - 三七互娱调研活动信息

Group 1: Company Overview and Strategy - The core strategy for the next 3-5 years is to focus on game business, adhering to the "integration of research and operation" strategy for dual development in domestic and overseas markets [8] - The company aims to become one of the top three independent game companies in China, emphasizing not only financial metrics but also high-quality game products and social responsibility [11] Group 2: Research and Development - The R&D team has achieved significant technological breakthroughs, including the implementation of Engine 1.0 and the upcoming launch of Engine 2.0, which features next-generation lighting systems and AAA-level materials [4] - The company has launched nearly 20 self-developed products, with over half generating monthly revenues exceeding 100 million [5] Group 3: Overseas Business Development - The goal for 2019 is to enter the top five of the App Annie list for Chinese overseas publishers, with strategies focusing on regional breakthroughs in Japan, South Korea, and the USA [6] - The company plans to release several key products in 2019, including "Samurai Spirits" and "Fist of the North Star Awakening," targeting the overseas market [6] Group 4: Mobile Game Strategy - The mobile game division emphasizes a flow management strategy, focusing on product, promotion, and user engagement [7] - Key upcoming mobile game releases include "Sword and Reincarnation" and "Angel Sword Mobile," reflecting a diversified product strategy [8] Group 5: Financial Performance and Market Position - The company aims for a market share target of 10%, viewing it as a milestone for future growth [11] - The company has experienced fluctuations in profit margins due to product lifecycle impacts, but maintains a stable profit range overall [11] Group 6: Marketing and User Acquisition - The cost of user acquisition is expected to remain stable due to the increasing scale of the traffic market, despite fewer companies competing at the top level [9] - The company is focusing on localized product selection and marketing strategies to penetrate high-potential markets like the USA, Japan, and South Korea [10]