湯姆貓(300459.SZ):3月以來公司陸續接入TikTok海外國家和地區的廣吿SDK,有望對湯姆貓系列遊戲內的廣吿收入帶來積極影響
格隆匯6月19日丨湯姆貓(300459.SZ)於2023年6月14日-6月17日參與分析師會議或召開電話交流會,交流環節中,就“可否介紹下今年公司線上遊戲業務的業績增長情況?”,公司回覆稱,在公司傳統遊戲業務領域,一方面,公司在持續推進新產品的上線計劃與已運營產品的更新迭代。其中,由公司國內團隊研發的RPG遊戲《種地勇者》,已於今年4月正式上線國內市場;後續公司將推動《湯姆貓闖樂園》《湯姆貓圖畫冊》《Sonic Dash : Endless Running(暫譯名:音速快跑)》《Sonic Dash2 : Sonic Boom(暫譯名:音速快跑2)》以及《沼澤激戰2》等新產品的上線。除此之外,今年7月將是《我的湯姆貓》遊戲上線10週年,公司將在《我的湯姆貓2》遊戲中進行重大玩法更新以開展10週年慶祝活動,預計將一定程度提升公司整體產品的額外新增用户。
另一方面,在產品的盈利模式及客户結構上,公司計劃在養成類遊戲中逐步推廣新的經濟體系,初步測試數據顯示,新的經濟體系將帶來用户留存率、用户時長、平均日活用户收入等指標的增長;此外,針對TikTok在海外市場的發展態勢,2023年3月以來,公司陸續接入TikTok海外國家和地區的廣吿SDK,接入TikTok海外廣吿SDK後,有望對公司湯姆貓系列遊戲內的廣吿收入帶來積極影響。
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