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Table_MainInfo/2023 10 30 Table_InvestInfo Table_QuoteInfo 0.00%14.36%28.72%43.08%57.44%71.80%2022/10 2023/1 2023/4 2023/7 Table_ReportInfo AI 2023.10.22 GPT AI 2023.10.15 10 9 AI 2023.10.08 Table_AuthorInfo:Tel:(010)58067907 Email:S0850518080001:Tel:(021)23154120 Email:S0850517080001:Tel:(021)23219104 Email:S0850519070002:Tel:(021)23212208 Email:S0850523030003:Tel:(021)23219774 Email:Table_Summary DataEye 2022 2017 12 2018 4 2023 6 6 16 30 10 MAU 4 23H1 30%310%&1 Unity&Unity&2 3 IAP 12 85%IAA 73%&=ARPU MAU MAU ARPU 1 MAU 2 ARPU&IAA+IAP ARPU IAA+IAP ARPU MAU 1 23H2 2 3 IP 2 1.6 1.1.6 1.2 17 23 MAU 4.7 1.3.8 2.&.10 2.1 Unity&Unity 10 2.2.12 2.3.13 3.&.15 3.1&IAA+IAP ARPU.15 3.2 MAU.16 3.3&.17 4.18 5.20 XVEVvMmRsRpOtNtQsPsNqR6MaOaQsQnNoMmPiNpOmMjMoNoObRqRnNvPmPvNMYnMqQ 3 1.6 2.7 3.7 4.7 5.8 6.8 7.8 8.9 9.9 10.9 11 2022H1&.9 12.9 13.10 14.11 15.11 16.11 17.11 18 2022-2023 H1.12 19 2023 H1.12 20.13 21 2022 6.13 22.13 23 CPS.13 24&.15 25 2023H1.15 26&.15 27/.16 28.16 29.17 30.17 4 31.17 32.18 33 37 SLG.19 34 37.19 35.19 36.19 5 1 23H1 TOP 15.12 2.14 3.14 4.18 6 1.1.1+IAP()IAA()Table_PicPe 1 2022 2022-2023 2021 10 7 2 2022-2023 3 2022 4 Game Look 1.2 17 23 MAU 4 DataEye 2022 2017 12 2018 4 2023 6 6 16 30 10 MAU 4 23H1 30%310%8 Table_ 5 2022 DataEye Game Look 36 1.3 2022 2000 ARPU=/ARPU 295/2022 2022 340 5 ARPU 68/ARPU 23%6 7 60%40%50%50%24-40 50%9 40 30%APP 8 Game Look 9 2022&2000 ARPU=/A RP U 29 5/A RP U 68/ARPU=50/4 MAU 4 50=200&36.36%ARPU 16.9%MAU 200 10 2022 11 2022H1&2022 12 10 2.&2.1 Unity&Unity Cocos LayaAir Egret Unity JavaScript BOM DOMAPI HTML5 BOM DOMAPI Cocos Egret Laya Table_PicPe 13 layabox Unity CSDN Unity Unity app JS Web Assembly Unity Unity Unity MT2 Unity 300 12 Unity Game Look 8 23 Unity Unity Unity 2022 LTS PC iOS Android 11 14 Unity&Crash CPU-4 30%15 16 17 12 2.2 23H1 2023 9300 7000 310%2023 5800 61.6%2023H1 2048 2023H1 18 2022-2023 H1 2023 19 2023 H1 2023 1 23H1 TOP 15 2023 H1 TOP 15 1 6 11 2 7 12 3 8 13 4 9 14 5 10 15 2023 H1 TOP 15 1 6 11 2 2048 7 12 3 8 13 4 9 14 冏 5 10 15 2023 23Q2 WeChat 13.27 30 11 13 20 Quest mobile 21 2022 6 Quest mobile CPS 1 CPS CPS 2 CPS 22 23 CPS 2.3 1 IAP 6:4+10%70%200 200 1 1 12 50*50%+60%+200-50 10%+10=25+120+15+10=170 12 170/200=85%14 2 21 22 60%70%-50 50%25 12:1 12 30 200 10 50 50 10%-200 200 1 1 12 50*50%+60%+200-50 10%+10=25+120+15+10=170 12 170/200=85%2022 DataEye 2022 DataEye 2 IAA 500 30 250 31 90 150 500*50%=250=250*40%+150*10%=115 250+115/500=73%3 2022 7 16 2022 7 16 50%200 70%200 50%-()APP 30(1);(2)5(1)(2)5 40%31 90:(1)30 40%;(2)31 90 10%31 90 10%(1)200 20%;(2)200 40%500 30 250 31 90 150 500*50%=250=250*40%+150*10%=115 250+115/500=73%2022 DataEye DataEye 15 3.&=ARPU MAU MAU ARPU 1 MAU 2 ARPU 24&3.1&IAA+IAP ARPU LTV LTV 25 2023H1 2023 26&Game Look 16 27/2022 DataEye DataEye&1 IAA+IAP+2 DAU IAP IAA IAA+IAP ARPU Table_PicPe 28 2022 DataEye DataEye 3.2 MAU 2023 7 10 1 17 2 KOL 3 PGC+UGC UGC PGC UGC 1+1 2 29 2022 DataEye 2023 5 24 30 31 3.3&4 50=200 36.36%16.95%&=MAU/MAU=ARPU/ARPU 18 32 2022=MAU/MAU=ARPU/ARPU 4.1 23H2 2023 2023 5 2023 Outpost:Infinity Siege 24 M88 M72 M11 M88 8 24 2 4 BUG 2023 Outpost:Infinity Siege 2024 M66 2023 3D-2024 M88 2024 M72 M11 2023 8 24 2 Beast Planet Project S Roguelike SLG 2023 2023 19 Unity 1.6%Unity 2021 11 29 Unity Technologies Unity Technologies 2004 2021 Unity 50 PC 50%Unity 2 7 2022 IP 33 37 SLG Game Look 34 37 Game Look 3 H5 2023 IP MMO 2023 2 35 36 wind 20 29%2023 8 14 29%2021-2022 9.3 11.9 5.21 Table_Analysts Table_Reports,1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%
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