Securities code: 002602 securities abbreviation: Zhejiang Century Huatong Group Co.Ltd(002602) No.: 2022-001
Zhejiang Century Huatong Group Co.Ltd(002602)
Record of investor relations activities
□ specific object research □ analyst meeting
□ media interview □ performance briefing
Investor relations activities
□ press conference □ Roadshow
category
□ site visit
√ others (investor exchange meeting)
Sealand Securities Co.Ltd(000750)
China Europe Fund
Shanghai Pudong Bank AXA fund
Participating units and personnel
Changxin fund
YONGYING fund
Hengyue fund
Time: 14:00, January 21, 2022
Place: company conference room
Receptionist of listed company
Zhejiang Century Huatong Group Co.Ltd(002602) chief strategy officer Hui, Zhejiang Century Huatong Group Co.Ltd(002602) investment director Zhou Mi
member
President Fang introduced the general situation of the company and answered the following questions:
1. Recently, Microsoft’s acquisition of Blizzard has become a sensation in the industry. What do you think?
Our well understood game R & D team is a scarce asset, which is why the investor relations activities of Tencent, Sony and Microsoft
It has been seizing and locking in such assets. The acquisition of Blizzard by Microsoft is a big deal in the industry and also represents the main content introduction
Its determination to enter the game and metauniverse; At the same time, Microsoft is also to enrich its Xbox business. We understand that the value of game companies is long-term. In the short term, there may be certain fluctuations with the product pipeline every year. In the long run, game companies are an important entrance to the meta universe.
Back to our company, in the main game business segment, we attach importance to the high-quality game products.
The boutique trend of Global Games is becoming more and more obvious, and the investment of single products has increased significantly.
2. What is the company’s online game plan and product reserve in 2022?
In 2022, the company will start a new year of products, with rich product reserves both in China and overseas. Including the classic novel adaptation of the game of the same name “Qing Nian”, the self-developed genuine legendary IP mobile game new work “legendary world”, etc. In addition, Diandian interactive also has a large number of self-developed games planned to be launched overseas, and the product types include but are not limited to strategies, cards, leisure, games and other types.
In addition, the company is also developing mobile game products based on some well-known IP, including the genuine mobile game of the animation series “JOJO’s wonderful adventure”, the legend of the ancient dragon Heroes (to be determined), famine: a new home and other new products covering multiple categories.
3. What is the company’s current cooperation with Tencent?
Tencent is not only the shareholder of the company, but also our important business partner. The two sides will continue to maintain a good momentum of cooperation.
4. What are the company’s plans for the future after the outcome of the legendary IP dispute?
The supreme law’s decision defines our control over legendary IP. We will actively manage and enrich the ecology of IP and build a viable environment; On the other hand, it will also strengthen rights protection and promote the compliance and legalization of the legendary IP market. At the same time, we will also actively establish the influence of legendary IP for younger people and continue to innovate to ensure that legends continue to span different age groups.
Specifically, the final judgment of the Supreme Court has a positive impact on the company’s current or future profits. The company is expected to hold and operate legend IP in the Chinese market more stably and for a long time in the future. We also plan to further expand the proportion of official clothing market and improve the integrated authorization market.
5. The level of homogenization of legend series games is high, but legend can maintain a stable flow for a long time. Why are players willing to play new legend games?
In our understanding, legend is not a simple game, but a game category. An important reason is that legends have evergreen vitality and cultivate a group of loyal players. Legends do a good job in social networking and generally become friends to play together. We also understand that a game is prone to fatigue after playing for a long time, and players will consider trying different modes. Therefore, we are trying to build a legendary ecology to provide users with rich content.
6. What is the company’s R & D strategy?
We understand that the core competitiveness of game companies is self-development ability, so we have always attached great importance to self-development
Training of development team. On the one hand, we adhere to the high-quality strategy and constantly enrich and absorb excellent R & D talents; On the other hand, we have also built a team around the middle stage capabilities such as engine, technical framework and art to improve the industrialization capability.
7. How to consider the layout of the company at the IDC business level?
We understand the current needs of immersive experience, automatic driving and digitization, and digital computing power is becoming more and more important. We understand that IDC is an infrastructure and an important resource. Therefore, it also laid out the business in this field in the early stage.
Annex list (if any) none
Record date: January 21, 2022
