TENCENT(HK:00700) Xin Lang Ke Ji·2025-09-11 02:58Core Insights - The 2025 WeChat Advertising Ecosystem Partner Conference showcased the latest advancements in commercialization across various segments of the WeChat ecosystem, highlighting a thriving commercial ecosystem with a growing number of partners [1] Group 1: WeChat Advertising Growth - In the past year, WeChat advertising has helped nearly 8 million developers and creators monetize their content [1] - The number of creators publishing articles daily increased significantly, with daily reading volume for articles growing over threefold year-on-year [1] - The number of monetizing creators and advertising revenue from the WeChat public account ecosystem has shown stable growth [1] Group 2: Mini Games Performance - WeChat mini games have demonstrated strong monetization performance, with revenue growth for four consecutive years and a steady increase in player scale and engagement [2] - The number of developers monetizing mini games saw double-digit growth from January to August this year, with the number of mini games launched from January to May increasing by 165% [2] - The proportion of revenue from pure IAA mini games has reached 70%, becoming a key driver for monetization growth [2] Group 3: Short Dramas and Novels - The rapid growth of short dramas and novels has led to impressive monetization results, with a significant increase in the number of developers for short drama mini programs, growing over 40% in the past six months [2] - Daily monetization revenue for short dramas has reached tens of millions, with an average of one blockbuster short drama generating over ten million in revenue each week [2] - The advertising monetization scale for novel mini programs has increased twelvefold in the past year [2] Group 4: Developer Support and Revenue Sharing - The platform supports short drama developers with up to 90% revenue sharing, along with cash incentives and advertising funds for stable returns [3] - Developers can enhance creative production and advertising efficiency using Tencent's advertising tools, such as creating promotional materials for short dramas and novels [3] Group 5: Financial Performance - Tencent's Q2 2025 financial report indicated that advertising revenue reached a record high of 35.8 billion yuan, benefiting from AI-driven improvements and enhancements in the WeChat transaction ecosystem, achieving double-digit growth for 11 consecutive quarters [3]