汤姆猫(300459) - 2023年7月5日投资者关系活动记录表
TomTom(SZ:300459)2023-07-06 15:20

Group 1: Company Overview and Investor Relations - The company conducted an investor relations activity on July 5, 2023, in Beijing and Shanghai, including a conference call [3] - The meeting was attended by the General Manager Assistant and a Securities Representative, discussing business operations and future development plans [3] Group 2: Artificial Intelligence Product Development - The company is advancing its AI interactive product development with domestic and international teams working on various models, including the self-developed West Lake Heart model [4] - The overseas team is optimizing products by integrating pre-trained language models like GPT-3.5 and GPT-4, aiming to enhance user experience while reducing costs [4] Group 3: User Demographics of Tom Cat IP Series Games - The user demographic for the Tom Cat IP series games shows that approximately 45% are children aged 13 and under and their parents, while users aged 25-44 account for about 25% [5] Group 4: Game Business Growth - The company is launching new products, including RPG game "Land Hero," and celebrating the 10th anniversary of "My Talking Tom" with significant gameplay updates [6] - A new economic system is being tested in nurturing games, which is expected to improve user retention, engagement, and average daily revenue per user [7] Group 5: Mixed Reality (MR) Developments - The company is expanding its game products across multiple platforms, including Huawei Smart Screen and various in-car systems, enhancing user interaction without additional devices [8] Group 6: Non-Public Offering and Funding - The company is planning a non-public stock issuance to fund AI interactive terminal product development and IDC infrastructure, aiming to improve response speed and reduce costs [9][10] Group 7: Talent Acquisition in AI - The company has established a global team for AI product development and is actively recruiting top talent in AI and infrastructure to support sustainable growth [11]