According to the Zhitong Finance APP, on August 23, Blue Porcelain Games (06633) held its 2024 interim earnings conference. The company stated at the conference that the achievements of Blue Porcelain Games' global layout have become evident, with overseas revenue reaching new heights. At the same time, the company's long-term operation and new games have also performed well, and the overall operation of the company in the first half of 2024 has shown a steady upward trend. Looking ahead, Blue Porcelain Games will further enrich its product matrix and actively promote the testing and launch of games in domestic and overseas markets.

In terms of performance, in the first half of 2024, Blue Porcelain Games achieved a revenue of approximately RMB 0.343 billion, a year-on-year growth of 3%. The gross profit was approximately RMB 0.212 billion, and the net profit attributable to equity holders of the company was RMB 45.059 million, a year-on-year growth of 9%. In terms of user base, as of June 30, 2024, the company had accumulated 93.389 million registered players, a year-on-year increase of 13%. The average monthly active user base was approximately 2.1789 million, a year-on-year increase of 21.22%. The average monthly paying user base was approximately 0.2528 million, and the ARPPU exceeded RMB 275. At the same time, the company has a strong player community, with nearly 15 million Blue Porcelain fans.

Blue Porcelain Games has made great strides in the overseas market. At the performance exchange conference, the company stated that the achievements of its global layout are evident, and the scale and proportion of overseas revenue continue to increase. In the first half of 2024, the company's overseas revenue increased from approximately RMB 65 million in the same period last year to approximately RMB 0.143 billion, and the proportion of overseas revenue increased from 19.4% to 41.7%. In the first half of 2024, the company successfully launched several games globally, including "Fat Goose Fitness Club", which topped the iOS and Google Play free game rankings in Japan in February this year. "The Strongest Snail" was launched in Vietnam in April and subsequently launched in multiple languages, strengthening coverage in Southeast Asia and Europe. The outstanding performance in the overseas market demonstrates Blue Porcelain Games' capabilities in overseas distribution and operation.

Looking ahead to the second half of the year and the future development of the overseas business, Blue Porcelain Games stated that its strategy for the overseas market is to take steady steps. At the same time, the core of its overseas business focuses on refined localization operations. The company will continue to deeply understand and meet the cultural differences and user demands of different regions to promote steady growth in international markets. In specific terms, Blue Porcelain Games will first launch the Western fantasy-themed placement RPG card game "BloodAge" in South Korea in the second half of the year. This marks the company's official entry into the South Korean game market, and the company also plans to continue launching premium games in the region.

Currently, the company has a rich reserve of games and focuses on the development and launch of premium projects. In the first half of 2024, Blue Porcelain Games released a series of premium APP games, self-developed and licensed mini-games, and premium reserve games. It is worth noting that in the self-developed reserve games, which investors are most concerned about, the company stated at the performance exchange conference that the self-developed post-apocalyptic world SLG game "Project E" is the company's core product, led by the company's chairman. In terms of progress, "Project E" has entered the version iteration stage and will further expand the scale of testing in the second half of 2024. This project brings together the core research and development resources of the entire company, with a team of about 150 people. It is expected that this product will bring players and the market a completely new experience and impressive performance.

In terms of mini-games, the company's management stated that Blue Porcelain Games can enjoy the growing dividends in this track. However, considering the increasing number of entrants in the market, the company believes that mini-games are a supplement to its main business, and the company focuses more on continuing to develop and create premium products.

According to CNBC, Qingci games has always been committed to building integrated research and development capabilities. Its long-term operational capabilities are outstanding, and multiple games have shown stable performance in the long run. As of June 30, 2024, the company's flagship self-developed game 'The Strongest Snail' has recorded a cumulative revenue of approximately RMB 3.46 billion domestically and internationally, and 'The Lantern and the Dungeon' has recorded a cumulative revenue of approximately RMB 0.317 billion, while several other major games continue to contribute stable income to the company. With Qingci games continuing to deepen its high-quality content and actively promote quality products to international markets, the company's future growth momentum is promising.