Bo Rui Dissemination of the net 60 fund brokers focus on research

Every reporter Zeng spread as a A-share market net swims the first stock is born, the message determined after the competition on the plate is not fierce, there seems to be "See the Light Dead" feeling, in fact, under the surface undercurrent surging, the fund agencies in the absence of clear before will not make rash, after all, they are mature investors,　　Not just for a concept and desperate.　　Yesterday in CICC, Citic, Investment, Guotai, Wanguo and other five securities companies under the invitation, more than 60 fund institutions more than 80 people gathered in Chengdu Longquan Bo Rui Garden Hotel, on the development of the current situation, especially after the merger of the Dream factory, the situation, prospects and company executives including DreamWorks founder Qiu had a face-to-face communication. It is rare for so many institutional investors to examine a listed company at the same time. Bo Rui Spread the Secretary Zhang Yueming introduction, since the company June 6 officially announced the merger of the Dream Factory, the fund agency requirements to the company site visits to the telephone, if the reception does not appear to be transparent company, if the one by one reception companies can not arrange, so they set a small range of unified time to chat, did not expect to have so many people,　　Show that the market is still very concerned about the merger.　　Traditional media slows Bo's face challenge yesterday 9 o'clock in the morning Bo Rui spread investors meet on time, from all over the body of institutional investors to sit in a large meeting room.　　First, the chairman of the Bo Sun Xujun introduced the company's situation, said in recent years in the network and mobile phone new media strong growth impact, the traditional media market share gradually narrowed, advertising revenue growth slowed, how to further optimize the media industry structure, the realization of sustainable development of the company, is the challenge to the communications. In order to obtain new media for the rapid development of the huge growth space, Bo Rui spread as early as four years ago on the company's development strategy has been adjusted, clearly put forward the "New media content provider" development ideas, and in 2007, the successful participation in the "hands of the Universe" project. Up to now, the hands of the game has more than 56 mobile phone games, mobile gaming revenue ranked among the top 3 China Mobile Partners, the total number of wireless business ranked 5th in the same industry. "The Hands of the Universe" has met the domestic gem listing conditions.　　The Dream Factory 100% equity issues is the company's implementation of the development strategy of the concrete embodiment. "Online competition is not fierce" into the interactive questioning stage, the issue of a lot of capital investment, institutional investors than the reporter questions are enthusiastic. Chang Sheng Fund first asked: "Online competition is very fierce, dream factory is mainly to take a joint operation of the model, how to operate with the big game operators competition?" "Qiu decisively replied:" I do not think that the online competition is very fierce, compared with home appliances, the media, the competition is not too intense, only 25% of the company is competitive. Online games are part of the Chinese way of life, and the "chivalrous Way" player spends 4 hours a daily average. 2008 Domestic Games income is 21 billion yuan, 10 years will increase to 100 billion yuan, DreamWorks last year accounted for 1% of the share, and so the entire market reached 100 billion yuan, not to say too much, hopeHope can account for 3%~5% 's share.　　"100 billion of 3%~5%, institutional investors can calculate what this concept is, and how much room for development." "Joint operation is forced out," Chivalrous Road "is the company's initial product, research and development out of money, dream factory has been tied to the development of hands and feet." and Bo Rui Cooperation, my dream is to dream factory to do with the grand, Jinshan, perfect time and space to keep abreast of the company, the first echelon of 8 enterprises are listed overseas, Dream Factory is listed in the domestic most front of the game company. I am confident that I can do better in the next few years. "When it comes to the stability of the team, Qiu is very strong:" The Dream Factory team is mainly from Sichuan, they are mostly from Beijing, Shanghai, Guangzhou, Shenzhen back. They struggled in Beijing and Shanghai for several years to buy a house, and Chengdu has a good company will come back. Dream Factory backbone staff annual salary of 50, 600,000, very comfortable, not everyone wants to be Bill Gates, they do not need to leave. "" Online gaming industry has no God, "Hua Bao Xingye asked:" The gem immediately opened, Dream Factory why not to make more money on the market, but to sell? "Qiu Answer:" Gem has not opened, such as the listing of the audit queue time, the dream factory urgently need to develop and expand to squeeze into the first echelon, and the original major shareholder also has a relatively strong demand for funds. A fund manager asked: "How to guarantee the long-term profitability of online games?" Where are its core competencies?　　"Qiu said, the core competitiveness of online games is product research and development capabilities, the growth of paid users, the growth of Internet users to bring the growth of the game is the guarantee of profit." An institutional investor from Shanghai took a grand comparison, Qiu replied: "There is no God in the online gaming world!" Outside the industry, the media have some companies, some people deified. Grand now very powerful, but the dream factory will not lose money, will never stop the development! Games market is very big, no one can monopolize. According to the reporter understand, before Shanda once close to buy dream factory, finally did not talk about. Bo Rui Self-Knowledge in the capital, in the game operation experience with Grand there is a gap, but Bo think the Dream factory in Shanda is just a Tim, Ubory is the hope of industrial upgrading, Bo Rui to dream Factory will go all out to support.