Rastar(SZ:300043)2023-07-14 11:11Group 1: Game Business Overview - The company has a rich product pipeline, including self-developed games and licensed IP titles, with notable titles like "Battlefield Without Borders" and "Dou Po Cang Qiong" [1][2] - In the first half of the year, the company launched the pixel-style mini-program game "Adventure Returns" and has several mid-tier games released in various regions [2] - The flagship product "Battlefield Without Borders" is set to be exclusively distributed by Tencent in mainland China, with a planned launch in Q3 2023 [3] Group 2: Game Licensing and Development - Multiple games have received approval for distribution, including "Battlefield Without Borders" (approved in July 2022) and "Dou Po Cang Qiong:异火降世" (approved in June 2023) [2][3] - The company is actively applying for game licenses for self-developed titles, ensuring content accumulation during the approval process [2] Group 3: AI Technology Application - The company is implementing AI technology through third-party software, enhancing operational efficiency in game development [2] - AI research is integrated into the management system, emphasizing the importance of new technology learning and application [2] Group 4: Team Structure - The game development team consists of approximately 700 personnel, with nearly 500 in R&D and around 200 in distribution [3] - The R&D team operates under a studio management model, focusing on both flagship and innovative products [3] Group 5: Future Game Development Strategy - The company aims to deepen its focus on niche markets and leverage quality IPs for future game development [4] - Plans include developing five new games in strategy, idle, and RPG genres, capitalizing on the company's strengths [4] Group 6: Financing and Investment - The company plans to raise funds for five projects, including smart technology upgrades and game development [4] - The new game development projects will focus on strategy and idle genres, ensuring feasibility and market alignment [4] Group 7: Toy Business Advantages - The toy product line includes over 400 high-quality products, maintaining high gross margins [4] - The company has established long-term partnerships with toy distributors and online platforms, exporting to over 120 countries [4] Group 8: Future Directions in Toy Business - The company is advancing the integration of AI in toys, developing interactive and multifunctional products [5] - Plans include establishing a smart toy production base targeting the "Z generation" demographic [5] Group 9: Impact of Team's Relegation - The relegation will lead to decreased revenue from broadcasting rights, sponsorships, and merchandise sales, but the club will implement cost control measures [5][6] - The club is exploring player adjustments during transfer periods to manage costs effectively [5] Group 10: Club's Future Operations - The club aims to diversify its content operations, promoting its youth training system globally [6] - The club has opened over ten football academies worldwide, enhancing its brand and talent discovery [6] Group 11: Management Goals - The company will focus on coordinated development across its three main businesses: games, toys, and sports [6] - The strategy includes internationalization, brand development, and digital transformation to enhance competitiveness [6]