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“AI+出海”双轮驱动业绩爆发 万咖壹联营收增39%

Core Viewpoint - WanKa YiLian (01762) reported a significant increase in its mid-term performance for the first half of 2025, with total revenue exceeding 1.713 billion RMB, marking a year-on-year growth of 39.0% and overseas revenue reaching 41.9 million RMB, which is over 400% growth compared to the previous year [1] Group 1: Financial Performance - Total revenue for the first half of 2025 reached 1.713 billion RMB, reflecting a year-on-year increase of 39.0% [1] - Overseas revenue amounted to 41.9 million RMB, showing a remarkable growth of over 400% year-on-year [1] Group 2: Business Model and Partnerships - WanKa YiLian primarily provides comprehensive mobile ecosystem services, including commercial promotion and content distribution, to smartphone manufacturers and content developers [1] - The company is the only one in the industry that has deep collaborations with top smartphone manufacturers such as Huawei, Xiaomi, OPPO, Vivo, Honor, and Apple in the mobile game distribution sector [1] Group 3: Strategic Initiatives - The company has adopted a dual-driven strategy of "AI + Going Global" and has increased its investment in AI technology research and development since last year [1] - In 2025, WanKa YiLian plans to introduce a new CTO to empower the implementation of its technology strategy, focusing on core areas such as advertising engine, AI generation models, and data platforms [1] - The company aims to build a high-throughput, high-concurrency, and highly available distributed data processing system, transitioning towards an intelligent advertising and AI automated marketing platform to support rapid business growth [1]