第七大道2023 中期报告

CorporateProfile 董事會 BOARD OF DIRECTORS 執行董 事 Executive DirectorsMr. Meng Shuqi(Chairman)Mr. Peng ChengMr. Li ZhengquanMr. Yang Cheng 獨立非 執行董 事 Independent Non-executive DirectorsMr. Xue JunMs. Li YiqingMr. Lui Chi Ho 審 核委員會 AUDIT COMMITTEE Mr. Xue Jun(Chairman)Ms. Li YiqingMr. Lui Chi Ho 薪酬委員會 REMUNERATION COMMITTEE Ms. Li Yiqing(Chairwoman)Mr. Xue JunMr. Lui Chi HoMr. Meng Shuqi 提名委員會 NOMINATION COMMITTEE Mr. Meng Shuqi(Chairman)Mr. Xue JunMs. Li YiqingMr. Lui Chi Ho 聯席公司秘書 JOINT COMPANY SECRETARIES CPA, FCCA Mr. Li ZhengquanMr. Cheung Kai Cheong, Willie(CPA, FCCA) 授權代表 AUTHORIZED REPRESENTATIVES Mr. Meng ShuqiMr. Cheung Kai Cheong, Willie(CPA, FCCA) CPA, FCCA Corporate Profile (continued) 核 數師 AUDITOR 810 Elite Partners CPA LimitedCertified Public Accountants andRegistered Public Interest Entity Auditor10/F., 8 Observatory RoadTsim Sha TsuiKowloon, Hong Kong 香港法律顧問 HONG KONG LEGAL ADVISER 15393901–05 Han Kun Law Offices LLPRooms 3901–05, 39/FEdinburgh Tower, The Landmark15 Queen’s Road CentralHong Kong 公司網頁www.7road.com COMPANY WEBSITE www.7road.com 股份代號 STOCK CODE 797 797 開曼群島註冊辦事處 REGISTERED OFFICE IN THE CAYMANISLANDS Sertus Chambers, Governors SquareSuite #5-204, 23 Lime Tree Bay AvenueP.O. Box 2547Grand Cayman, KY1-1104Cayman Islands Sertus Chambers, Governors SquareSuite #5-204, 23 Lime Tree Bay AvenueP.O. Box 2547Grand Cayman, KY1-1104Cayman Islands 中國主要營業地點 PRINCIPAL PLACE OF BUSINESS INTHE PRC 2-18-1902 No. 2-18-1902, Long Shan RoadXin Wu District, WuxiJiangsu Province, PRC CorporateProfile(continued) 香港主要營業地點 PRINCIPAL PLACE OF BUSINESS INHONG KONG 40th Floor, Dah Sing Financial CentreNo. 248 Queen’s Road EastWanchaiHong Kong 24840 主要股份過戶及登記處 PRINCIPAL SHARE REGISTRAR ANDTRANSFER OFFICE Sertus Incorporations (Cayman) LimitedSertus Chambers, Governors SquareSuite #5-204, 23 Lime Tree Bay AvenueP.O. Box 2547, Grand CaymanKY1-1104, Cayman Islands Sertus Incorporations (Cayman) LimitedSertus Chambers, Governors SquareSuite #5-204, 23 Lime Tree Bay AvenueP.O. Box 2547, Grand CaymanKY1-1104, Cayman Islands 香港證券登記處 HONG KONG SHARE REGISTRAR 183171712 1716 Computershare Hong Kong Investor Services LimitedShops 1712–1716, 17th FloorHopewell Centre183 Queen’s Road EastWanchaiHong Kong 主要 往 來銀行 PRINCIPAL BANKS Hua Xia BankWuxi New District branch Bank of ChinaShenzhen Yi Yuan Road branch Financial Performance Highlights RevenueProfit for the periodProfit for the period attributableto owners of the Company 443.7117.0% 130.545.7% Management Discussion and Analysis 概 覽 OVERVIEW 一、公司所處的行業 整體 情 況 I.Overview of the industries in which the Companyoperates in According to the “2023 Global Games Market Report” (2023) released by Newzoo in 2023, the globalgaming market size was estimated to be US$187.7 billionin 2023, and the number of game players around the worldwas close to 3.4 billion, with a year-on-year increase of 6.3%.Among which, (i) mobile games still represented the mostimportant sector of the gaming industry, and the global mobilegaming market size was estimated to be US$92.6 billion in2023, accounting for 49% of the total revenue of the industry,with a year-on-year increase of 0.8%; and (ii) the PC gamingmarket size accounted for 18.5% of the total revenue of theindustry, reaching US$37.9 billion with a year-on-year increaseof 0.5%. According to the report, the gaming industry willcontinue to develop steadily. It is estimated that the number ofplayers around the world will increase to nearly 3.8 billion by2026, with the market size reaching US$2,124.7 billion. Newzoo2023202320231,877346.3%(i)202392649%0.8%(ii)PC18.5%0.5%37920263821,247 (GPC)20231–620231 61,442.632.39%22.2%20231 42023520231 66.681,067.053.41%329.437.17%20231 682.068.72%50%8.79%8.44% According to the “Report on China’s Gaming Industry fromJanuary to June 2023” (20231–6)published by the Game Publishing Committee (GPC) ofthe China Audio-video and Digital Publishing Association,China’s gaming market recorded an actual sales revenue ofRMB144.263 billion from January to June 2023, representinga year-on-year decrease of 2.39% and a period-to-periodincrease of 22.2%. The market recovered from the decline.The main reason for the year-on-year decline in revenue isthat the willingness and ability of users to spend has notrecovered between January and April 2023. From May 2023onwards, the large increase in market revenue has not offsetthe previous decline. Based on this trend, it is expected thata certain growth trend will also be maintained in the secondhalf of the year. From January to June 2023, the number ofChina’s game players reached a record high of approximately668 million. China’s mobile gaming market recorded an actualsales revenue of RMB106.705 billion, representing a year-on-year decrease of 3.41%. The client-based gaming marketrecorded an actual sales revenue of RMB32.943 billion,representing a year-on-year increase of 7.17%. The overseasmarket for China’s pro