Kunlun(SZ:300418)2022-12-06 11:31Group 1: Business Focus Areas - Gaming is the company's main business and cash cow [3] - Internet finance represents a significant emerging industry for the next 10 years [3] - Overseas markets are areas where the company has a competitive advantage and substantial market space [3] Group 2: Strategic Directions - In 2016, the company focused on international markets and identified "international" as a key aspect of its identity [3] - The company aims to establish an international internet ecosystem by 2020, focusing on five areas: software tools, community, gaming and film, internet finance, and video entertainment [3][5] - The software tools and social platforms are expected to support over 500 million monthly active users (MAU) globally [3] Group 3: Key Business Segments - Software Tools: Plans to double active users and search volume through mobile and PC browser improvements [4] - Social Platform: Targeting 150 million MAU by building a community platform based on vertical and general user bases [4] - Gaming: Self-developed games will account for 50% of releases, enhancing gross margins [4] - Internet Finance: The company has invested in several platforms, with a valuation exceeding $1 billion for some [4] - Video Entertainment: Aiming for 500 million MAU by 2016, with a focus on integrating various business segments [5] Group 4: Financial Projections and Growth - The advertising business is projected to grow by 50% annually [4] - The company plans to expand its internet finance projects in Japan and South Korea in 2016, with Southeast Asia targeted for 2017 [4] - The overall strategy aims for geometric growth in company performance from 2019 to 2020 through business integration [5] Group 5: Market Position and Future Outlook - The company is not merely an investment firm but a strategic investor focusing on technology trends [6] - There is potential for the company to reach 1 billion MAU through socialization of mobile browsers [6][7] - The company emphasizes the importance of user synergy across its five business areas, leveraging a large user base for monetization [6]