Group 1 - Alibaba Cloud's financial report exceeded market expectations, with AI-related product revenue achieving triple-digit year-on-year growth for eight consecutive quarters, accounting for over 20% of total revenue [1] - Alibaba's stock surged by 12.90% following the announcement, highlighting the positive market reaction to the strong performance of Alibaba Cloud [1] - WanKaw YiLian announced a comprehensive cooperation memorandum with Alibaba Cloud, aiming to develop "AI Marketing Intelligence" and "AI Mobile Intelligence" as dual engines for industry transformation [1] Group 2 - WanKaw YiLian, originally a champion in game advertising, has expanded its business to include iOS and HarmonyOS, leveraging strong data processing capabilities and partnerships with major mobile manufacturers [2] - The collaboration will integrate WanKaw YiLian's extensive industry data with Alibaba Cloud's Tongyi Qianwen model, creating a multi-dimensional AI intelligence matrix [2] - The advertising strategy AI will enhance efficiency by over 30% through improved data and algorithm collaboration, enabling personalized marketing solutions [2] Group 3 - The advertising distribution AI will optimize global ad spending, improving conversion rates by 15% through real-time bidding and dynamic budget adjustments [3] - WanKaw YiLian's localization strategy for overseas markets focuses on Asia and India, utilizing automated multilingual advertising to reduce customer complaints by 20% [3] - The AI customer service system will operate 24/7 across 15 time zones, achieving over 90% customer satisfaction through emotional analysis and intent recognition [4] Group 4 - The partnership aims to establish an AI smartphone ecosystem, with a focus on creating AI intelligence that integrates deeply into mobile operating systems [5] - WanKaw YiLian plans to build AI data service standards with mobile manufacturers, facilitating high-quality data collection and reducing ecosystem integration barriers [5] - The AI intelligence will enable seamless user interactions without the need for traditional app navigation, enhancing service efficiency [6] Group 5 - Alibaba Cloud will provide dedicated computing resources to support WanKaw YiLian's data training, significantly reducing model iteration cycles from months to weeks [7] - The collaboration seeks to redefine "smart marketing" by integrating data processing, AI model development, and global deployment into a cohesive ecosystem [7] - This partnership exemplifies the deep integration of AI technology with vertical industries, aiming for a more intelligent and globalized marketing approach [7]

Group 1: Financial Performance and Market Impact - Alibaba Cloud's financial report exceeded market expectations, with AI-related product revenue achieving triple-digit year-on-year growth for eight consecutive quarters, accounting for over 20% of total revenue [1] - Following the announcement, Alibaba's stock surged by 12.90%, reflecting strong market confidence in its cloud services [1] Group 2: Strategic Partnership and AI Marketing Innovations - WanKa YiLian announced a comprehensive cooperation memorandum with Alibaba Cloud, focusing on developing "AI Marketing Intelligence" and "AI Mobile Intelligence" to drive industry transformation [1] - The partnership aims to leverage AI models and cloud computing to build a global ecosystem for "AI + Marketing" [1] Group 3: AI Marketing Engine Development - WanKa YiLian plans to integrate Alibaba Cloud's Tongyi Qianwen model with its extensive industry data to create a multi-dimensional AI intelligence matrix [2] - The advertising strategy AI will enhance efficiency by over 30% through improved data and algorithm collaboration [2] Group 4: Global Advertising Distribution and Localization - WanKa YiLian has established a global real-time bidding and dynamic budget adjustment system, improving conversion rates by 15% [3] - The company focuses on emerging markets like Southeast Asia and India, utilizing automated multilingual advertising to reduce customer complaints by 20% [3] Group 5: AI Customer Service Innovations - WanKa YiLian has developed a 24/7 multilingual AI customer service system, achieving over 90% customer satisfaction through emotional analysis and intent recognition [4] Group 6: AI Mobile Ecosystem Development - The collaboration will also focus on creating an AI mobile ecosystem, leveraging the upcoming surge in AI smartphones like the iPhone 17 [5] - WanKa YiLian aims to establish AI data service standards with mobile manufacturers, facilitating high-quality data collection and reducing ecosystem integration barriers [6] Group 7: Seamless User Experience and Service Integration - The AI intelligence will be deeply integrated into mobile systems, allowing users to access services through voice commands without opening apps, enhancing user interaction [7] - This approach aims to redefine user engagement with mobile services, promoting a seamless "command-to-service" experience [8] Group 8: Infrastructure and Global Support - Alibaba Cloud will provide dedicated computing resources to support daily training of trillions of data features, significantly reducing model iteration cycles [9] - The partnership represents a deep integration of AI technology with vertical industries, aiming to redefine the concept of intelligent marketing [9]

Core Viewpoint - The company has entered into a comprehensive cooperation memorandum with Alibaba Cloud to leverage AI technology and cloud infrastructure for enhancing global marketing intelligence [1] Group 1: Partnership Details - The partnership involves the establishment of a joint research and development initiative, with Alibaba Cloud providing experts to the company's R&D centers in Beijing and Suzhou [1] - A new "Wanka AI Marketing Laboratory" will be created as part of this collaboration [1] - The partnership aims to share Alibaba Cloud's international infrastructure across 18 regions and the company's localization experience for a "one-stop AI marketing overseas" solution [1] Group 2: Strategic Implications - The board believes this cooperation will strengthen the company's leading position in the "AI + marketing" sector [1] - The collaboration is expected to accelerate the development of a global intelligent ecosystem, creating long-term sustainable value for shareholders [1] - The initiative aligns with the overall interests of the company and its shareholders [1]

Core Viewpoint - The company WanKa YiLian (01762) has signed a comprehensive cooperation memorandum with Alibaba Cloud to enhance its position in the "AI + marketing" sector through the development of AI marketing and mobile AI solutions [1] Group 1: Partnership Details - The partnership involves the establishment of the "WanKa AI Marketing Laboratory" with experts from Alibaba Cloud stationed at the company's research centers in Beijing and Suzhou [1] - The collaboration will leverage Alibaba Cloud's global infrastructure and the company's experience in mobile advertising to create a "one-stop AI marketing overseas" solution [1] Group 2: Strategic Implications - The board believes this cooperation will solidify the company's leading position in the AI marketing space and accelerate the development of a global intelligent ecosystem [1] - The initiative aims to create long-term sustainable value for shareholders, aligning with the overall interests of the company and its stakeholders [1]

Core Viewpoint - The company, Wanka Yilian (01762.HK), has signed a comprehensive cooperation memorandum with Alibaba Cloud to leverage AI technologies and cloud infrastructure for enhancing global marketing intelligence and services [1] Group 1: Cooperation Areas - The collaboration will focus on developing an AI marketing intelligence matrix, which includes automated advertising strategies, real-time bidding for ad distribution, localized advertising for emerging markets, and 24/7 multilingual AI customer service [2] - The AI terminal intelligence will involve creating a service ecosystem for smart devices, establishing data interface standards, and building a global AI service distribution platform [3] Group 2: Cloud Resources and Computational Power - Alibaba Cloud will provide dedicated computing clusters to support the training of massive datasets, significantly reducing model iteration cycles from months to weeks [4] Group 3: Collaboration Model - The partnership will involve joint research and development, with Alibaba Cloud experts stationed at the company's R&D centers, and a shared approach to international marketing solutions [5] - The board believes this collaboration will strengthen the company's position in the "AI + marketing" sector and create long-term sustainable value for shareholders [5]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 WANKA ONLINE INC. 萬 咖 壹 聯 有 限 公 司 * （於開曼群島註冊成立的有限公司） （股份代號：1762） 自願性公告 全面合作備忘錄 根據全面合作備忘錄，本集團及阿里雲預期於以下領域展開合作，包括： 合作內容 與阿里雲簽訂全面合作備忘錄共建「AI+營銷」全球化智能體生態 本公告由萬咖壹聯有限公司（「本公司」，連同其附屬公司統稱「本集團」）自願作出，以知會本 公司股東（「股東」）及潛在投資者本集團的最新業務進展。 本公司董事（「董事」）會（「董事會」）欣然宣佈，於二零二五年八月二十九日，本集團間接非 全資附屬公司蘇州龍盈軟件開發有限公司與阿里雲計算有限公司（「阿里雲」）正式簽訂全面合作 備忘錄（「備忘錄」）。本公司與阿里雲正式達成全面合作，依託阿里雲通義千問（「通義千問」） 大模型及全球雲基礎設施，結合本集團在移動廣告及手機廠商生態的深厚積累，共同打造「AI營銷 智能體」與「AI手 ...

Core Viewpoint - Wanka Yilian (01762) experienced a significant stock increase of over 14%, reaching 1.05 HKD, with a trading volume of 41.41 million HKD, following the announcement of its interim results for the first half of 2025 [1] Financial Performance - The company reported total revenue exceeding 1.713 billion RMB, representing a substantial year-on-year growth of 39.0%, with overseas revenue increasing even more dramatically by 439% [1] - Gross profit was approximately 177 million RMB, reflecting a year-on-year increase of 29.2% [1] - Adjusted net profit was around 51.81 million RMB, indicating a continuous enhancement in profitability [1] Strategic Initiatives - The company is actively embracing the ecological transformation brought by AI smartphones, exemplified by the iPhone 17, and is collaborating with Alibaba Cloud to develop AI agents based on AI smartphones [1] - Wanka Yilian aims to become a pioneer in the AI smartphone advertising sector [1] - The company is also exploring innovations in digital assets, including stablecoin payments and RWA Token issuance [1]

Core Viewpoint - The company, Wanka Yilian (01762), has entered a new phase of explosive growth, with significant increases in revenue and overseas income, solidifying its leading position in the Chinese market [1][2] Financial Performance - Total revenue reached approximately 1.713 billion RMB, representing a year-on-year growth of 39% [1] - Overseas revenue experienced a remarkable increase of 439% [1] - Gross profit recorded around 177 million RMB, up by 29.2% year-on-year [1] - Adjusted net profit was approximately 51.81 million RMB, indicating enhanced profitability [1] Strategic Transformation - The company's strategic shift from "technical accumulation" to "ecological win-win" has contributed to its financial success [1] - The integration of AI technology into advertising has improved efficiency and created tangible business value for clients [1] International Expansion - The company has effectively captured overseas opportunities, with self-developed games' overseas sales accounting for 33.62% in 2024 [2] - The overseas business has become one of the fastest-growing segments, driven by multi-regional and multi-lingual promotional capabilities [2] Future Outlook - The company is embracing the ecological changes brought by AI smartphones, aiming to be a pioneer in AI smartphone advertising [2] - Plans to explore innovations in digital assets, including stablecoin payments and RWA Token issuance, are underway [2]

Core Insights - The company, Wanka Yilian, reported a significant growth in its mid-term performance for the first half of 2025, with total revenue reaching approximately 1.713 billion RMB, a year-on-year increase of 39% [1] - Overseas revenue saw an impressive growth of 439%, marking a new phase of explosive growth for the company and solidifying its leading position in the Chinese market [1] Financial Performance - Total revenue surpassed 1.713 billion RMB, reflecting a substantial year-on-year growth of 39% [1] - Gross profit recorded around 177 million RMB, with a year-on-year increase of 29.2% [1] - Adjusted net profit was approximately 51.81 million RMB, indicating a continuous enhancement in profitability [1] Strategic Transformation - The company's strategic shift from "technical accumulation" to "ecological win-win" has contributed to its remarkable financial performance [1] - Wanka Yilian is leveraging AI technology by integrating leading models from Alibaba Cloud into its advertising processes, enhancing efficiency and creating tangible business value [1] International Expansion - The company has effectively captured overseas opportunities, with self-developed games' overseas sales revenue accounting for 33.62% in 2024, indicating a positive trend in game exports [2] - Wanka Yilian has successfully assisted numerous developers in entering emerging markets such as Southeast Asia, India, the Middle East, and South America, as well as mature markets like South Korea and Japan [2] - The overseas segment has become one of the fastest-growing areas for the company, injecting momentum for future growth [2] Future Outlook - The company is embracing the ecological changes brought by AI smartphones, such as the iPhone 17, and is collaborating with Alibaba Cloud to develop AI agents based on these devices [2] - Wanka Yilian is exploring innovations in digital assets, including stablecoin payments and RWA Token issuance, to stay ahead in the market [2] - The company is building a more resilient and multi-dimensional business ecosystem, positioning itself as a potential leader in the AI smartphone advertising sector [2]

Core Insights - The company reported strong financial performance for the first half of 2025, with revenue reaching RMB 1.713 billion, a year-on-year increase of 39.0% [1] - Gross profit was RMB 177 million, up 29.2% year-on-year, while adjusted EBITDA was RMB 73.9 million, reflecting a 7.6% increase [1] - Adjusted net profit stood at RMB 51.8 million, marking a 10.3% year-on-year growth [1] Business Expansion - The company's overseas strategy has expanded its business footprint beyond China, with overseas revenue now exceeding half of the domestic market revenue for Chinese game developers [1] - There is potential for further growth in the overseas revenue segment, which could become a major source of income for the company [1] Strategic Partnerships and AI Development - The company is currently engaged in mobile advertising service strategic partnerships with six leading smartphone manufacturers, including Huawei, Xiaomi, OPPO, vivo, Honor, and Apple [1] - Increased investment in AI research and development has significantly enhanced the effectiveness of mobile advertising, strengthening business partnerships and core competitiveness [1] Future Growth Areas - The company's AI precision marketing and advertising business will continue to focus on the mobile gaming sector while also exploring other new growth areas [2] - To achieve rapid expansion in potentially high-growth new business areas, the company will consider internal team development, incubation, or external acquisitions [2]