Tom(SZ:300459)2022-12-15 23:08Business Outlook - The optimization of pandemic control measures is expected to positively impact both online and offline business operations, with a gradual recovery in consumer behavior anticipated [3] - The company expects that consumption will remain a key driver of economic growth, supported by government initiatives to expand domestic demand [3] Parent-Child Amusement Park Operations - The company has successfully operated over 10 parent-child amusement parks, with a 28% year-on-year increase in family visits to self-operated parks in 2021 [4] - New parks in Jiangsu and Hangzhou opened in June and September 2022, respectively, with additional locations planned for opening in early 2023 [4] Offline Business Development Strategy - The company aims to expand its parent-child amusement park network and develop large-scale cultural tourism projects to enhance the Tom Cat IP brand [5] - Ongoing market research has identified advantageous locations for new parks across various provinces, including Jiangsu, Anhui, and Hunan [5] Future Development and Revenue Structure - The company plans to maintain a dual focus on online and offline business growth, leveraging the Tom Cat IP ecosystem to enhance brand engagement and user connection [6] - Continuous development of new products and experiences is expected to drive steady revenue growth [6] Core Game Products - Key products include "My Talking Tom," "My Angela," and "Talking Tom Gold Run," with monthly active users (MAU) ranging from 30 million to 80 million for various titles [7][8] - "My Talking Angela 2" achieved the highest global download ranking in Q3 2021, showcasing the brand's strong market presence [8] New Product Development - Upcoming games include "Talking Tom Time Rush" and "Talking Tom Adventure," with several new IPs and gameplay innovations in the pipeline [9] - The company has a robust global R&D team and a comprehensive product development system to ensure high-quality content output [9]