中手游2023中期报告

245202728293032333558 126 11125 PO BOX 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 410 813 Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary HallCricket SquareGrand Cayman KY1-1102Cayman Islands 183171712-1716 http://www.cmge.com 0302 1.20222023630 IPIPIPIPIPIP2023630IP55IP68IP123202320238(AIGC)AIGC202320236301,535.424.6%76.2 (i)(ii)(iii)ARPPU(iv) IP IP IP20236+RPG+SLG800IP20231IP2023420235 TapTap·2023 SNK Corporation3DSNK20232 2022PC202352023 2023266.930.6%24(AI NPC)(UGC)(PC)(VR)202362023 20232202320212023630PC55212022820236309PC11202210SteamSwitch2023320236WeGame2023630101116327 IP202220232024202220232023202372820235 IP 202359.8IPIP20234 202362023MMORPG VR2022VRVRVRVRXRPICOVR2024VRPICO VR 202398·APEX-TOYSTriEagles StudioMyethosGift+· 20232AI20235Azure OpenAIAIAINPCNPCNPCAIGCUGCAI 202342023427PVRPG 20236PC2023 2023IP 202332022-20232022 20232023IPMMORPG2023IP 20232023 8911212165020016181004002023180.01% :20242024 20232023 202322023PC2023 IP IP IPIP 20236PC20232023 MRIPMRAI20232024 20236302022630 1. (i)(ii)(iii)IP 20226301,232.824.6%20236301,535.42023 (i)CP(ii)IP(iii)IP 2022630731.839.3%20236301,019.2(i)CP(ii)(iii)IPIP20226308.6315.5%202363035.7 2022630501.03.0%2023630516.2202263040.6%202363033.6% (i)(ii)(iii) 202263029.7133.9%202363069.6(i)(ii) (i)(ii) 2022630114.65.0%2023630120.3 (i)(ii) 2022630312.512.5%2023630351.72022630204.330.6%2023630266.9 92023630283.0%35.152.917.720226309.2 202363020226306.720236309.517.64.04.3 202263090.760.7%202363035.7(i)(ii) 202263019.4202363042.6 20226306.020236308.4202363017.5 202263016.339.7%20236309.9 202263025.4202363051.0 202363060%202263054.0100.0%20236300 202363027.8202363010.1%62.5%27.4%202363030 2023630188.420221231237.020.5% 20236302,195.81,010.4 20236302.17202212311.6202212312023630 20236306.7%202212317.8%202212312023630 354.0407.4 2023630390.220221231444.2104.22.50%5.00% 202363031.52022123142.5 20236301,424.7202212316.9%808.2553.163.490100 2023630 2023630 2023630 202363020221231 202363020221231133.9 IP2023630 202212312023630300.2256.52023630IP 20236302022630 202363013.51(2)(a)(e)(g) 2023112023630 13.1313.19 2023630C.2.1C.2.1 202363013.1313.19 2023825 202363084120226301,116 2019920172023630 (1)(2)2024328(a)20213292024328(b)20223292024328(c)20233292024328(3)2024328(a)20225272024328(b)20233292024328(4)2026119(a)20231202026119(b)20241202026119(5)1%17(6)12170.1%2023630(7)202363019 2023630186,795,000139,023,000 202363062,077,0002,752,672,0002.26% 2023630XVXV78352 (i) (1)L (2)20236302,752,672,000 (3)2023630780,894,067 (i)14,236,000(ii)ZSY HoldingTrident Trust Company (B.V.I.) Limited(a)BVI70,598,642(b)Profound PowerChangpeiCaymanAmbitious ProfitBVI64%Changpei CaymanFairviewRidge693,309,425(iii)2,750,000 (4)2023630822,137,663(i)2,328,000(ii)Silver Joyce123,750,238(iii)Profound PowerChangpei CaymanAmbitious ProfitSilver Joyce36%Changpei CaymanFairviewRidge693,309,425(iv)2,750,000 (5)20236303,718,000(i)918,000(ii)2,800,000 2023630200,000 2023630350,000 (8)2023630325,000 2023630325,000 (9) (ii) (1)31.53% 2023630XVXV78352 2023630XV23336 2023630XV23336 (1)L (2)20236302,752,672,000 (3)(i)14,236,000(ii)ZSY HoldingTrident TrustCompany (B.V.I.) Limited(a)BVI70,598,642(b)Profound PowerChangpei CaymanAmbitious ProfitBVI64%Changpei CaymanFairview Ridge693,309,425(iii)2,750,000780,894,067 CHANGPEI CAYMAN Changpei Cayman202363025.19%Ambitious ProfitBVISilver Joyce64%36% (4)(i)2,328,000(ii)Silver Joyce123,750,238(iii)ProfoundPowerChangpeiCaymanAmbitiousProfit SilverJoyce36%Changpei CaymanFairview Ridge693,309,425(iv)2,750,000822,137,663 2023630Changpei CaymanAmbitious Profit0.004%00260299.996% (5)Pegasus Technology LimitedPegasusBVIPegasus BVI0.4%99.6% (6)202363076,133,5902.76%Yichong TechnologyLimited0.4%99.6% 28572023630343434 2410 34 P060472023825 2022123120236305,672,888,0005,785,259,000 2023630 1. 2018320P.O. Box 309, Ugland House, Grand Cayman, KY1-1104, Cayman Islands 2. 20236303420221231 3. 20221231 171281212 4. 20221231 5. 2023630 5. 2022630 6. 2023630 2023630 6. 2022630 7. * 8. 9. 9. (a)002602202363035,282,000202262,620,00020236302,040,000202212319,741,000 (b) (c) (d) 10. 16.5%202216.5%2,000,00020222,000,0008.25%20228.25%16.5%202216.5% 20081125% 2023630 10. 20202020202215% 2016202212202212312023123115% 2009202115% 201620162021202512.5% 2020201920202021202312.5% 2019201920202021202312.5% 20202020 10. 2022202315% 202212312023123115% 2021202120222023202512.5% 11. 20236302022 2023630 12. 2,752,672,00020226302,768,050,000 20232022630 13. 20236302,398,00020222,898,000 2023630116,0002022190,00010,0002022103,000 14. 20185Angel (Partners) Investments Limited26%Ridgeview Well Investment Limited1,270,9639,740,56220.368%6111202363058,955,0002022123145,806,000 202366.8%7.93%33,405,0002022123115,000,000 20184China Prosperity Capital MobileInternet Fund L.P.201868,300,00054,442,00025.65%2023630233