证券时报·数据宝统计显示，7月11日有32家香港上市公司进行了股份回购，合计回购2508.39万股，回购 金额3.15亿港元。 友邦保险回购数量400.00万股，回购金额2.80亿港元，回购最高价为70.600港元，最低价为68.250港元， 年内累计回购金额175.21亿港元；百胜中国回购数量1.65万股，回购金额623.58万港元，回购最高价为 381.200港元，最低价为374.600港元，年内累计回购金额8.87亿港元；万咖壹联回购数量514.00万股，回 购金额426.82万港元，回购最高价为0.850港元，最低价为0.750港元，年内累计回购金额790.49万港元。 以金额进行统计，7月11日回购金额最多的是友邦保险，回购金额为2.80亿港元；其次是百胜中国，回 购金额为623.58万港元；回购金额居前的还有万咖壹联、中集集团等。回购数量上看，7月11日回购股 数最多的是万咖壹联，当日回购量为514.00万股；其次是中电光谷、友邦保险等，回购数量分别为 404.00万股、400.00万股。 值得关注的是，本次回购2.80亿港元的友邦保险，年内则进行多次回购，合计回购金额为175.21亿港 元。（数 ...

| 股票名称 | 回购数 | 回购额 | 年累计回购数量 | 年累计回购数量/总 | | --- | --- | --- | --- | --- | | | | | (股) | 股本 | | 友邦保险(01299) | 400.00 万 | 2.80 亿 | 1.24 亿 | 1.157% | | 百胜中国(09987) | 1.65 万 | 623.58 万 | 241.69 万 | 0.650% | | 万咖壹联(01762) | 514.00 万 | 426.82 万 | 968.00 万 | 0.547% | | 中集集团(02039) | 62.86 万 | 410.85 万 | 513.13 万 | 0.170% | | 贝壳-W(02423) | 64.35 万 | 400.00 万 | 769.01 万 | 0.213% | | 蒙牛乳业(02319) | 20.00 万 | 327.72 万 | 365.00 万 | 0.093% | | 百胜中国(09987) | 6.73 万 | 320.00 万 | 241.69 万 | 0.650% | | 和铂医药-B(02142) | 30.00 ...

Core Insights - The article highlights the transformative impact of AI technology on mobile marketing, marking a significant shift towards efficiency, precision, and creativity in the industry [1] - The company, Wanka Yilian, aims to leverage its unique position in the smartphone ecosystem to achieve a revenue target of 10 billion RMB within five years through a dual strategy of embracing AI and expanding overseas [1][8] - The company has established itself as a leading service provider in mobile game distribution, holding core agency qualifications with major smartphone manufacturers, covering over 90% of the mobile market [2] Financial Performance - In 2024, Wanka Yilian reported a revenue of 2.627 billion RMB, representing a year-on-year growth of 25.2%, with an adjusted net profit of 33.609 million RMB, up 3.4% [4] - The company’s partnership with Apple and Huawei has been pivotal, with Apple Store becoming a core agency since 2023, contributing to the expansion of its business into overseas markets [4] Strategic Direction - Wanka Yilian has outlined a strategic plan focusing on "AI + Overseas Expansion" to drive rapid business growth, aiming for a compound annual growth rate of approximately 30% to reach 10 billion RMB in revenue by 2029 [8][10] - The company plans to maintain its leadership in traditional advertising while expanding its overseas business, which is expected to match domestic revenue levels in the future [10] AI Integration - The integration of AI technology is seen as a key driver for the company's future growth, with plans to enhance its digital marketing services through three core modules: advertising engine, creative engine, and intelligent service [13] - The company aims to evolve from a platform-based model to an intelligent ecosystem, emphasizing the importance of continuous investment in talent and technology [7][11] Market Positioning - Wanka Yilian is positioned to capitalize on the global market trends, breaking geographical boundaries and reducing reliance on a single market, thereby creating a more robust growth trajectory [14] - The company’s deep partnerships with major smartphone manufacturers enhance its ecological collaboration capabilities, facilitating its transition from a mobile marketing expert to an AI-driven global intelligent service provider [14]

高弟男则在发布会上表示，在过去10年，万咖壹联在智能手机时代把基于应用商店的游戏广告做到了中 国第一，市场占有率超过50%；展望未来10年，公司要在AI手机时代承载百亿营收的目标，成为新一代 的科技公司。 在此次战略发布会上，蒋宇表示，2024年中国自主研发游戏海外市场实际销售收入185.57亿美元，同比 增长13.39%。他同时预计，未来3年海外移动游戏市场规模将持续扩大，市场前景较为乐观。 "2024年公司迈出了出海的第一步，并取得了一定成绩。"蒋宇表示，在这一基础上，2025年公司将全面 加码出海力度，并将其升级为双轮驱动战略的一个重要环节；在具体操作上，公司将充分运用AI技术 赋能游戏企业，帮助企业在出海过程中实现精准触达和本土化运营，大幅提升效率；与此同时，公司也 将继续依托手机厂商的海外流量开展业务，并努力开拓其他的海外媒体渠道，扩大新的营收增长点。 2025年7月7日下午，港股上市公司万咖壹联有限公司(01762.HK，下称"万咖壹联")举办战略发布会，董 事会主席高弟男、首席执行官蒋宇、首席技术官石佳钦等多位高管出席，就该公司未来5年的战略规划 ——"AI+出海"双轮驱动战略进行了详细发布。 ...

Core Insights - The company, Wanka Yilian, has launched a strategy focused on "Artificial Intelligence + Global Expansion" aiming to achieve a revenue target of 10 billion RMB by 2029 [1] Group 1 - The strategic initiative emphasizes the integration of artificial intelligence into its operations to enhance efficiency and innovation [1] - The company plans to expand its global footprint, indicating a commitment to international markets and potential partnerships [1] - The revenue goal of 10 billion RMB reflects a significant growth ambition, suggesting confidence in market demand and operational capabilities [1]

7月7日港股公司回购一览 | 代码 | 简称 | 回购股数 | 回购金额（万 | 回购最高价 | 回购最低价 | 年内累计回购金额 | | --- | --- | --- | --- | --- | --- | --- | | | | （万股） | 港元） | （港元） | （港元） | （万港元） | | 00700 | 腾讯控股 | 100.20 | 50058.94 | 502.000 | 494.400 | 3854195.72 | | 01299 | 友邦保险 | 550.00 | 37676.01 | 69.150 | 68.050 | 1635193.90 | | 00418 | 方正控股 | 1038.60 | 1174.36 | 1.150 | 1.110 | 3540.93 | | 01681 | 康臣药业 | 40.60 | 448.53 | 11.080 | 10.960 | 3689.99 | | 01907 | 中国旭阳 集团 | 175.00 | 435.95 | 2.510 | 2.480 | 14713.68 | | 02039 | 中集集团 | 48.83 | 309.43 ...

7月7日，万咖壹联(01762.HK)在深圳举办战略发布会，正式发布"AI+出海双轮驱动，迈向百亿营收新目 标"战略，以"内生增长+对外并购"双轨模式，剑指2029年实现百亿元营收目标。 万咖壹联表示，正加速战略升级，全面拥抱AI，未来希望成为拥有AI数据服务能力、AI数据标准化建 设及垂类AI智能体能力的全球化智能服务商。 一直以来，万咖壹联主要向智能手机制造商、广告主及内容开发者，提供移动推广、内容分发等综合服 务。公司深耕游戏营销业务多年，同时成为Apple、华为、小米、OPPO、vivo、荣耀等顶级智能手机制 造商的生态服务商，主要耕耘于终端厂商渠道，帮助各行各业的企业与全球超20亿智能终端用户建立生 态桥梁。 在AI应用技术不断得到加强的当下，公司判断，具备高效算力、真实世界感知、自主学习及创作能力 的AI终端，将成为未来十年行业发展的新起点。为此，万咖壹联已加大AI技术研发投入，分阶段推进 战略落地。近期，对标AppLovin开展基于AI技术移动营销，拓展AI数据处理业务、探索快应用技术的 应用场景及商业化模式。中期，积极准备协助手机厂商进行AI数据的接入标准制定，搭建AI数据标准 化接口平台，实 ...

智通财经APP获悉，截止7月7日收盘，有102只股票创52周新高，其中中国国家文化产业(00745)、首佳 科技(00103)、云知声(09678)创高率位于前3位，分别为24.29%、17.31%、15.65%。 | 万咖壹联(01762) | 0.890 | 1.000 | 2.04% | | --- | --- | --- | --- | | 电讯盈科(00008) | 5.550 | 5.590 | 2.01% | | 中国儒意(00136) | 2.720 | 2.730 | 1.87% | | 科利实业控股(01455) | 0.270 | 0.300 | 1.69% | | 香港电讯－ＳＳ(06823) | 12.160 | 12.160 | 1.67% | | 四川成渝高速公路 | 5.090 | 5.110 | 1.59% | | (00107) | | | | | 中国再保险(01508) | 1.260 | 1.290 | 1.57% | | 百奥家庭互动(02100) | 0.640 | 0.650 | 1.56% | | 凤祥股份(09977) | 1.950 | 1.960 | 1 ...

Summary of Key Points Core Viewpoint - As of May 28, a total of 65 stocks reached their 52-week highs, with notable performances from Kingway Medical Holdings (08559), China Silver Technology (00515), and Honghui Group (00183) leading the list with high rates of increase [1]. Group 1: Stocks Reaching 52-Week Highs - Kingway Medical Holdings (08559) achieved a closing price of 0.027 with a peak of 0.045, marking a high rate of 32.35% [1]. - China Silver Technology (00515) closed at 0.280, reaching a maximum of 0.305, resulting in a high rate of 28.15% [1]. - Honghui Group (00183) had a closing price of 0.255, with a peak price of 0.255, reflecting a high rate of 27.50% [1]. - Other notable stocks include Emperor Watch and Jewellery (00887) with a high rate of 27.14% and Sogo Department Store (00312) at 21.79% [1]. Group 2: Additional Stocks with Significant Increases - Lehua Entertainment (02306) reached a high rate of 13.73% with a closing price of 2.540 [1]. - Kingway Medical (08143) had a closing price of 0.124 and a peak of 0.230, resulting in a high rate of 10.05% [1]. - Other stocks with notable increases include Zhu Feng Gold (01815) at 6.98% and Yaoshi Bang (09885) at 6.68% [1]. Group 3: Stocks with Lower Performance - The report also includes stocks that did not perform as well, with some reaching their 52-week lows, such as China Parenting Network (01736) with a low rate of -14.40% [2]. - XI Nan Tes-U (09366) and XI Nan Tes (07366) also showed declines of -10.08% and -8.60% respectively [2]. - Other stocks like He Fu Hui Huang (00733) and Pai Ge Biomedical-B (02565) experienced decreases of -7.04% and -6.95% [2].

Awards and Recognitions - Wanka Huanju, a subsidiary of the Group, was awarded the High-growth Enterprise under the 3rd "Phoenix Program" in Chaoyang District[17]. - Huanju Times, a subsidiary of the Group, was selected as one of the "Top 100 Private Cultural Enterprises in Beijing" and ranked 48th[43]. - Huanju Times was certified as an "innovative" SME in Beijing[46]. - Huanju Times was certified as a "specialized, high-end and innovation-driven" SME in Beijing[49]. - The Group was certified as "2025 Elite Service Provider under the Petal Ads Initiative" by Huawei[57]. - The Group was selected as one of the "Top 10 Innovative Listed Enterprises in 2024" by the 8th Boao Enterprise Forum[60]. - The Group received the 2024 Effie Performance Marketing Awards[63]. Financial Performance - In 2024, the Group's revenue reached RMB2,627.3 million, a year-on-year increase of 25.2%[75]. - Gross profit for 2024 was RMB234.0 million, reflecting a year-on-year growth of 4.8%[75]. - Adjusted EBITDA amounted to RMB68.0 million, representing a year-on-year increase of 3.7%[75]. - Adjusted net profit for the year was RMB33.6 million, showing a year-on-year increase of 3.4%[75]. - Total assets increased to RMB2,328.0 million, up 18.0% year-on-year[75]. - Total revenue for 2024 reached RMB2,627.3 million, a significant increase from RMB2,098.2 million in 2023[102]. - Mobile advertising accounted for 97.6% of total revenue in 2024, up from 95.2% in 2023[102]. - Profit for the year decreased to RMB7.6 million in 2024 from RMB22.0 million in 2023[139]. - Adjusted net profit for 2024 was RMB33.6 million, compared to RMB32.5 million in 2023[151]. Revenue Breakdown - Mobile advertising revenue reached RMB2,563.7 million, marking a 28.3% year-on-year increase[81]. - Revenue from mobile advertising services increased by 28.3% from RMB1,997.8 million in 2023 to RMB2,563.7 million in 2024, driven by partnerships with top-tier smartphone manufacturers[99]. - Mobile advertising revenue from mobile game distribution increased from RMB1,976.6 million in 2023 to RMB2,478.1 million in 2024, representing a growth of 25.4%[106]. - Revenue from mobile app distribution rose from RMB21.2 million in 2023 to RMB85.6 million in 2024, marking an increase of 304.1%[106]. - Revenue from online-video distribution services decreased by RMB36.5 million, or 64.5%, from RMB56.6 million in 2023 to RMB20.1 million in 2024[109]. - Game co-publishing services revenue increased by 51.3% from RMB4.3 million in 2023 to RMB6.5 million in 2024[111]. Expenses and Costs - Cost of sales rose by 27.6% from RMB1,875.0 million in 2023 to RMB2,393.2 million in 2024[115]. - Selling and distribution expenses increased by 24.7% from RMB25.8 million in 2023 to RMB32.1 million in 2024[118]. - Research and development expenses rose by 15.2% from RMB80.7 million in 2023 to RMB92.9 million in 2024[123]. - Impairment loss on goodwill related to the acquisition of Shanghai ChiLe increased to approximately RMB26.0 million in 2024 from RMB2.4 million in 2023[125]. - Other expenses and losses increased from RMB6.0 million in 2023 to RMB9.9 million in 2024, primarily due to foreign exchange losses[127]. - Finance costs rose from RMB10.0 million in 2023 to RMB14.6 million in 2024, mainly due to increased bank borrowings[136]. - Administrative expenses remained stable at RMB51.2 million in 2024, up from RMB50.4 million in 2023[132]. Assets and Equity - Total assets as of December 31, 2023, were RMB1,973.7 million, with a projected increase to RMB2,328.0 million by the end of 2024[98]. - Total equity as of December 31, 2023, was RMB1,405.0 million, with a slight increase to RMB1,411.8 million expected in 2024[98]. - Cash and bank balances increased to RMB602.8 million as of December 31, 2024, from RMB534.9 million in 2023[154]. - Bank borrowings increased to RMB567.7 million as of December 31, 2024, from RMB303.5 million as of December 31, 2023, primarily due to external loans for business expansion[155][157]. - Net current assets increased to RMB1,313.0 million as of December 31, 2024, from RMB1,231.7 million as of December 31, 2023, driven by higher accounts receivables and prepayments[159][161]. - Total equity was RMB1,411.8 million as of December 31, 2024, slightly up from RMB1,405.0 million as of December 31, 2023, mainly due to net profit achieved during 2024[160][162]. Management and Strategy - Mr. Gao Dinan, the founder and chairman, has 20 years of experience in the technology industry[194]. - Mr. Gao served as the CEO from March 2014 to December 2022, overseeing overall business management and strategy[194]. - Mr. Nie Xin joined the Group in March 2019 as senior vice president, responsible for operating management, with over 15 years of experience[196]. - The Group's leadership team has significant experience in operations and management within the technology sector[198]. - The company is focused on corporate development and strategic investments to enhance its market position[194]. - The Group aims to leverage its leadership's expertise to drive future growth and innovation[198].