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tianfeng: Performance of US stock AI application companies exceeds expectations. Pay attention to the progress of A-share media application.
tianfeng released research reports, overseas US stocks AI application related individual stock financial reports are gradually disclosed, OpenAI plans to release AI Agent product, asia vets AI launches autonomous intelligent body AutoGLM, overseas OpenAI releases the strongest model o1, AI application competition continues to maintain intense momentum, pay attention to AI large models and related high-quality data investment opportunities.
zhejiang jinke tom culture industry (300459.SZ): The AI robot products are positioned as AI companions for children, mainly focusing on interactive companionship for children.
On November 22, Glorious Group stated in its investor relations that the zhejiang jinke tom culture industry (300459.SZ) has developed its AI robot products around the characters of the zhejiang jinke tom culture industry family IP. The zhejiang jinke tom culture industry family IP has accumulated a certain number of fan users and recognition globally, among which the game products based on the zhejiang jinke tom culture industry family IP have seen a total download of over 24 billion times worldwide, and the animated series of the zhejiang jinke tom culture industry has reached 110 billion views globally. Additionally, the company's AI robots have different product positioning and functionalities compared to smart speakers like Tmall Genie, with the main products in the market differing significantly.
Zhejiang Jinke Tom Culture Industry (300459.SZ): Collaborated with several globally renowned advertising marketing service providers such as Google, Meta, Huawei, and OPPO to secure ample and high-quality advertising business orders.
On November 22, Gelonghui reported that zhejiang jinke tom culture industry (300459.SZ) stated in its investor relations that in the embedded advertising business within games, the company has benefited from the vast user base accumulated by the zhejiang jinke tom culture industry family IP. The company collaborates with several well-known global advertising marketing service providers including Google, Meta, Mobvista, ironSource, AppLovin, ByteDance's ChuanShanJia, Smaato, Huawei, and OPPO. Through these internet plus-related advertising service providers, the company obtains sufficient and high-quality advertising business orders from around the world.
Zhejiang Jinke Tom Culture Industry (300459.SZ): Its leisure shooting game product "Tom Cat Adventure Park" has signed an exclusive agency agreement with Apple Arcade.
Gelonghui, November 20th丨 Zhejiang Jinke Tom Culture Industry (300459.SZ) stated in its investor relations that recently, the company's leisure shooting game product "Zhejiang Jinke Tom Culture Industry's Adventure Park" has signed an exclusive agency agreement with Apple Apple Arcade, planning to officially launch on platforms such as AppleVision Pro, iPhone, and Apple TV in December; in addition, the company's overseas subsidiary is collaborating with Apple VisionPro Developer Labs.
zhejiang jinke tom culture industry (300459.SZ): The zhejiang jinke tom culture industry family IP series game products have successively collaborated with Rokid AR glasses, apple Vision Pro and other devices.
On November 20, Gelonghui reported that zhejiang jinke tom culture industry (300459.SZ) stated in its investor relations that its zhejiang jinke tom culture industry family IP series game products have successively collaborated with devices such as Rokid AR glasses and apple Vision Pro. Among them, as early as 2022, the company's high-quality parkour game "zhejiang jinke tom culture industry parkour" was launched on the Rokid Air app store, allowing users to experience immersive parkour through Rokid AR asia vets; earlier this February, apple Vision Pro officially launched overseas, and the company's core.
zhejiang jinke tom culture industry (300459.SZ): In terms of business, the company has prepared several new gameplay and new mode products for the second half of the year, including 'My Hank Dog: Island' and 'Jinjie Cat Enlightenment Park'.
According to the investor relations statement from zhejiang jinke tom culture industry (300459.SZ) on November 20, the company has prepared several new gameplay and product modes for the gaming business in the second half of the year, including "My Hank Dog: Island", "Jin Jie Cat Enlightenment Paradise", "Tom Cat's Adventure Park", "Sonic Blast", "Sonic Parkour", and "弹弹奇妙冒险 H5". Among them, the new generation virtual pet raising game "My Hank Dog: Island" incorporates semi-open world island exploration gameplay. This product was launched in the overseas market in July and has obtained a domestic version number. It is currently available for download reservation in major domestic application stores.
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