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]
生态卡位 +“AI、出海”双轮驱动，万咖壹联(01762)下半场将如何破局冲刺百亿？