Core Insights - The establishment of the joint laboratory between Wanka Yilian and Beihang University marks a significant step in advancing technology innovation and industrial application in data intelligence and data security [1][2] - The collaboration aims to address key industry challenges such as "data silos," "model black boxes," and "compliance risks" through the development of an intelligent advertising engine [1][3] Group 1: Strategic Focus - The joint laboratory will focus on three core strategies: tackling core technology challenges, building a talent ecosystem, and facilitating the transformation of research outcomes into market-ready products [2] - The goal is to evolve the advertising system into a highly autonomous intelligent entity, enhancing the capabilities of Wanka Yilian's advertising platform [2] Group 2: Financial Performance - Wanka Yilian has achieved a 39.0% year-on-year revenue growth to 1.713 billion yuan in the first half of 2025, with overseas business revenue surging over 400% [2] - The company is on track to reach a revenue target of 10 billion yuan, supported by the strategic partnership with Beihang University [2] Group 3: Technological Development - The laboratory will focus on several research directions, including historical data analysis for advertising, development of automated advertising engines, and optimization of creative advertising materials [2] - The collaboration is expected to enhance Wanka Yilian's investment value and drive growth through the "AI + overseas expansion" strategy [3]

Core Insights - WanKa YiLian's subsidiary, Huanyujidao Cultural Media, has officially become a Platinum Service Provider for Huawei's Petal Ads in the N1 domain for 2025, marking a strategic positioning in the HarmonyOS smart marketing ecosystem and validation of its AI technology barriers [1][2] - The upgrade to Platinum status signifies a transition from "commercial services" to "ecosystem co-construction," enhancing the company's role within Huawei's advertising framework [1] - The N1 domain covers 13 core industries, including reading, audio-visual, e-commerce, and automotive, directly addressing advertisers' integrated marketing needs [1] Financial Performance - For the first half of 2025, the company reported a revenue increase of 39% to 1.7 billion yuan, with an annual growth forecast raised to 50%, driven primarily by the large-scale implementation of AI technology [1] Strategic Developments - In September, WanKa YiLian partnered with Alibaba Cloud to integrate the Qwen3 model, leveraging vast user behavior data for automated advertising decision-making [2] - The Platinum Service Provider qualification is seen as a closure of the "AI + ecosystem" strategy, injecting validated AI decision-making capabilities into the HarmonyOS traffic pool, creating a data flywheel that is difficult for competitors to replicate [2] - The company is transitioning from a traditional mobile marketing service provider to a core infrastructure player within the HarmonyOS ecosystem, with the Platinum status securing a position at the IoT traffic entry point [2]

Core Viewpoint - Wan Ka Yi Lian (01762) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1: Company Actions - The company plans to repurchase 410,000 shares at a total cost of HKD 28.7 million [1] - The buyback price per share is set at HKD 0.7 [1] Group 2: Financial Implications - The total expenditure for the buyback represents a significant investment in the company's own shares, reflecting a strategic move to enhance shareholder value [1]

Core Viewpoint - Wan Ka Yi Lian (01762.HK) announced a share buyback plan, indicating a strategic move to enhance shareholder value through repurchasing shares at a specified price [1] Group 1: Buyback Details - The company plans to repurchase 410,000 shares at a price of HKD 0.7 per share [1] - The total expenditure for the buyback is estimated at HKD 28.7 million [1] - The buyback is scheduled to occur on November 20, 2025 [1]

智通财经APP讯，万咖壹联(01762)发布公告，该公司于2025年11月20日斥资28.7万港元回购41万股股 份，每股回购价格为0.7港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 萬咖壹聯有限公司 呈交日期： 2025年11月20日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 FF305 確認 根據《主板上市規則》第13.25C條 / 《GEM上市規則》第17.27C條，我們在此確認，據我們所知所信，第一章節所述的每項股份發行或庫存股份出售或轉讓已獲發行人董事會正式授權批准，並遵 照所有適用上市規則、法律及其他監管規定進行，並在適用的情況下： (註7) (i) 上市發行人已收取其在是次股份發行或庫存股份出售或轉讓應得的全部款項； (viii) 有關債券、借貸股份、票據或公司債券的信託契約/平邊契據經已製備及簽署，有關詳情已送呈公司註冊處處長存檔（如法律如此規定）。 第一章節註釋： | 第一章節 | | | | ...

万咖壹联(01762)旗下子公司欢聚时代文化传媒(北京)有限公司正式荣膺2025年度华为鲸鸿动能(Petal Ads)N1领域铂金服务商——这一最高等级资质认证，标志着公司在鸿蒙全场景智慧营销生态中的战略 卡位与AI技术壁垒再获权威验证，为其在万亿级物联网流量市场的价值重估注入强劲催化剂。 此次铂金代理资质，正是"AI+生态"战略的闭环——将已验证的AI决策能力注入鸿蒙全场景流量池，构 建竞品难以复制的"生态级数据飞轮"，在提升广告主效能的同时，进一步巩固自身议价能力与市场份 额。 截至2025年，鸿蒙生态设备量已突破10亿台(覆盖手机、平板、车机、智慧家居等诸多领域)，截止25年 6月原生应用及元服务规模达3万个，年内有望突破10万个，用户时长覆盖率99.9%。鸿蒙生态流量即将 进入商业价值的集中兑现期。万咖壹联作为鲸鸿动能的铂金服务商的稀缺标的，已构建起"广度+深 度"的双重护城河： 广度：服务客户超200家，实现13大行业全品类覆盖； 深度：AI营销智能体深度融合鸿蒙全场景流量，通过"多屏触达+精准决策"实现ROI指数级提升。 技术裂变：AI赋能下的第二增长曲线 公司2025年上半年营收同比增长39%至 ...

Core Insights - WanKa YiLian's subsidiary, Huanyujida Cultural Media, has been awarded the Platinum Service Provider status in the N1 field by Huawei's Petal Ads for 2025, marking a significant validation of the company's strategic positioning in the smart marketing ecosystem and AI technology barriers [1][2] Group 1: Strategic Positioning - The elevation to Platinum Service Provider signifies a shift from "commercial services" to "ecosystem co-construction," enhancing the company's role within Huawei's ecosystem [2] - The N1 field is a core business area for Petal Ads, covering 13 key industries, and the Platinum status reflects Huawei's recognition of the company's capabilities in data insights and AI-driven marketing efficiency [2][3] Group 2: Market Opportunities - By 2025, the HarmonyOS ecosystem is expected to exceed 1 billion devices, with a significant increase in native applications and user engagement, indicating a forthcoming concentration of commercial value [2] - WanKa YiLian has established a dual moat of "breadth and depth," serving over 200 clients across various industries and integrating AI marketing technology to enhance return on investment [2][3] Group 3: Technological Advancements - The company's revenue for the first half of 2025 grew by 39% to 1.7 billion RMB, with a full-year growth forecast raised to 50%, driven by the large-scale implementation of AI technology [3] - The partnership with Alibaba Cloud to integrate advanced AI models aims to automate advertising decision-making processes, reinforcing the company's competitive edge [3] Group 4: Valuation Transformation - The capital market is witnessing a valuation shift for WanKa YiLian from a traditional mobile marketing service provider to a core infrastructure player within the HarmonyOS ecosystem [4] - The Platinum status not only enhances immediate revenue visibility but also secures a strategic position in the future IoT traffic landscape, potentially benefiting from ecosystem expansion and monetization [4]

万咖壹联(01762)发布公告，于2025年11月19日斥资39.8万港元回购50万股。 ...

智通财经APP讯，万咖壹联(01762)发布公告，于2025年11月19日斥资39.8万港元回购50万股。 ...