Core Insights - BlueFocus Data Technology Group achieved a revenue of 32.36 billion yuan in the first half of 2025, driven by its "AI + Globalization 2.0" dual strategy [1] - The overseas business generated 27.00 billion yuan, accounting for 83.45% of total revenue, showing both year-on-year and quarter-on-quarter growth [1] - The company has made significant breakthroughs in core and emerging media collaborations, technological product innovation, and platform expansion, solidifying its industry-leading position [1] Revenue Breakdown - The advertising revenue from strategic partners Meta, Google, and TikTok for Business experienced both year-on-year and quarter-on-quarter growth [1] - AI-driven revenue reached 1.57 billion yuan in the first half of 2025, surpassing the total of 1.20 billion yuan from the previous year, with expectations of reaching 3.00 billion to 5.00 billion yuan for the entire year [2] Strategic Initiatives - BlueFocus plans to accelerate the implementation of its Globalization 2.0 strategy, focusing on expanding its service network in Southeast Asia, Latin America, and Europe [2] - The company aims to become the leading cross-border brand in Southeast Asia and a market leader in Latin America, while establishing a strong presence in Europe [2] Industry Positioning - The company is positioned as a "Chinese model" in the evolution of the global marketing industry, leveraging its technological innovations and global layout [2] - The dual strategy of "AI + Globalization 2.0" is expected to create new high-quality growth opportunities, driving the marketing services industry towards a technology-driven and AI-native paradigm [2]