Group 1: Game Development and Launch Plans - The company is developing or testing several SLG products, including "Code M" and "Code H," with plans to increase investment in "Code M" in 2023 after testing and meeting data standards [2][4] - The company is actively exploring the mini-game market through self-developed mini-games and adaptations of existing projects [2][3] Group 2: Current Game Operations and Performance - Currently operating games include "Miracle 2," "One Punch Man: The Strongest Man," and "King of Fighters 98 Ultimate Battle OL," focusing on enhancing user satisfaction and retention to extend product lifecycles [3][4] - In 2022, overseas game revenue was approximately 676 million CNY, accounting for 55.7% of total revenue, an increase of 7.17 percentage points compared to 2021 [3] Group 3: Strategic Direction and Business Planning - The company aims to adapt to industry changes by promoting business transformation and leveraging technological innovations [3][4] - Plans include focusing on the mini-game sector domestically and the SLG sector internationally, while optimizing talent structure and reducing costs [4][5] Group 4: Financial Performance and Profit Distribution - The gross profit margin for 2022 was 78.90%, an increase attributed to reduced IP sharing costs and higher contributions from self-developed IP games [5] - The company maintains a sufficient cash reserve to support the development of SLG products and explore new business opportunities, with limited dividends due to insufficient distributable profits [4][5] Group 5: Technological Integration and Efficiency - The company is utilizing AIGC technology in various aspects of game development, including art creation and code generation, to enhance production efficiency [5] - The impact of AIGC on efficiency varies by project, but it is expected to significantly improve game production and user experience [5]
掌趣科技(300315) - 2023年5月16日投资者关系活动记录表