1. Game performance.
Since its launch, Yuanmeng Star has performed brilliantly. On December 15, the game topped the free charts on the day of its launch, and on the 17th, it climbed to second place on the best-selling list. According to Qimai data, on the 15th and 16th, the revenue of Yuanmengxing in the iOS channel is estimated to be $1.56 million and $1.91 million respectively.
2. Game Highlights.
Game experience: The smooth operation and excellent experience of Yuanmengxing are one of its highlights. The short loading time allows players to jump into the game quickly.
Rich gameplay: In addition to the classic gameplay of racing levels, the game also provides a variety of entertainment modes such as Forza Motorsport, ** Master, Who is the Werewolf, and Break out of Neverland.
UGC content: Metadream Star encourages players to create maps and releases a dream creation plan. These maps are divided into three categories: Racing, Design, and Survival, among which the most popular UGC map has been played nearly 12 million times.
IP linkage: The game has obtained the genuine authorization of games such as Fall Guys and Human Defeat, and has been linked with various IPs such as Honor of Kings, Crayon Xiaoxin, Kung Fu Panda, and Meituan.
Ecological connection: Yuanmeng Star is linked with QQ** and Tencent**, allowing players to ***and** in the Star Home, and invite friends to enjoy it together.
Publicity and distribution investment: Tencent announced that it will invest 1.4 billion yuan in the promotion of Yuanmeng Star, including 1 billion UGC creator support, 300 million content incentives, and 100 million e-sports event ecology.
3. Commercialization.
The commercialization strategy of Yuanmengxing is also quite rich. Here are the main top-ups and promotions:
Recharge: The original price is 1 yuan = 10 star diamonds, 10 star diamonds = 1 star wish coin. 60 Wish Coins can be used for a 10-draw draw, ** is 60.
First deposit offer: The first recharge of 1 yuan can get the orange rabbit set, and the recharge of 6 yuan can get the additional Tang Seng and Monkey King sets.
Premium Pass: There are two tiers of 300 and 600 Star Diamonds, and you can get more advanced gifts by leveling up the season.
Star Wish Lucky Cat: 30 yuan and 18 yuan, respectively, get 60 star wish coins.
Star Treasure Membership Card: 12 yuan per month.
Special Pack: Limited purchase of Star Diamonds, Star Wish Coins, and Cloud Coins, with discounts starting from 17 5% off.
Fourth, strategic position.
Big DAU games are Tencent's core strengths, and Yuanmengxing, as one of them, has a high winning rate with its industrialization ability and social traffic, which helps consolidate Tencent's advantages in this field.
Yuanmengxing is not only a head party game, but also a UGC casual game platform. This is expected to make it a competitor to games like Roblox, Fortnite, Minecraft, and more, providing game developers with new options in conditions of scarce edition numbers.
DAU social interactive games are also expected to bring opportunities for diversified income such as brand advertising, online meetings, and IP derivatives.
5. Investment Perspectives.
The online performance of Yuanmengxing is outstanding, and it is recommended to pay attention to follow-up user retention and commercialization. Tencent Holdings' business has grown healthily, and artificial intelligence technology has brought product optimization and business increment. The current stock price corresponds to 16 14 12 times adjusted PE in 2023-2025, and the investment cost performance is highlighted, and the recommendation is maintained.
6. Pay attention to partners.
The partners who pay attention to Yuanmengxing include: [Alpha Entertainment] (IP peripherals), [Insai Group] (promotion), [CITS United] (promotion), [Blue Cursor] (promotion). At the same time, the partners who pay attention to Tencent Games include: [Shengtian Network] (King Promotion), [Guangbo Shares] (King IP Peripherals), [Tianyu Digital] (Game Content**) 3D Communication] (Game Promotion), [Evergrande High-tech] (Game Promotion).
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