万咖壹联获Apple Ads认证：从安卓巨头到iOS生态玩家

Core Viewpoint - The recent Apple Ads certification marks a significant strategic milestone for WanKa YiLian, positioning the company uniquely in the global mobile advertising landscape and potentially leading to a comprehensive revaluation in the capital market [1][3]. Group 1: Certification Significance - The Apple Ads certification is a high-level recognition of WanKa YiLian's AI advertising technology, data compliance system, and global service network [3]. - This certification allows WanKa YiLian to access Apple's core data interfaces, enhancing its advertising precision on iOS and creating a significant competitive advantage over ordinary agencies [5]. Group 2: Revenue Growth - In the first half of 2025, WanKa YiLian's overseas revenue reached 41.9 million yuan, a staggering increase of 439.1% year-on-year, driven by direct service to Southeast Asian advertisers [6]. - The company anticipates that its overseas revenue will exceed 200 million yuan for the full year 2025, indicating a potential 3.77 times increase in the second half compared to the first half [7]. Group 3: Ecosystem Dominance - WanKa YiLian is the only third-party platform globally that has received recognition from Apple while being deeply integrated with Huawei's HarmonyOS and major Android manufacturers, showcasing its strong market position [8]. - The company covers over 95% of game distribution traffic in Chinese Android app stores and is a preferred technical partner across multiple industries on iOS [8]. Group 4: Future Business Model Transformation - The company is positioned to transition from an advertising revenue model to a commission-based model as the industry evolves towards AI-driven services, with projected ARPU values significantly increasing by 2027 [10][11]. - WanKa YiLian has established a multi-dimensional strategy to capitalize on the AI mobile era, including data collection, standard-setting, and application development [12]. Group 5: Valuation and Market Potential - The current market valuation of WanKa YiLian is approximately 1.5 billion HKD, which is significantly undervalued compared to the average 25x PE in the AI marketing sector [13]. - If the market recognizes WanKa YiLian as a core operator in the AI Agent ecosystem, a substantial revaluation could occur, with potential valuations reaching 600 billion HKD based on projected revenues [14]. Group 6: Conclusion - The Apple Ads certification is not an endpoint but a starting point for WanKa YiLian's journey from a hidden champion in China to a global AI marketing giant, with significant growth expected in the coming years [15].