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]
万咖壹联(01762)AI驱动业务收入激增39% 海外超4倍腾飞 前瞻布局AI手机