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万咖壹联:“AI+出海”双轮驱动,剑指未来五年百亿营收
Core Viewpoint - Wanka Yilian (01762.HK) aims to achieve a revenue target of 10 billion yuan by 2029 through a dual strategy of "AI + overseas expansion" and a focus on both organic growth and external acquisitions [1][4] Group 1: Strategic Goals - The company is accelerating its strategic upgrade to fully embrace AI, aspiring to become a global intelligent service provider with capabilities in AI data services, standardization, and vertical AI intelligent agents [1] - Wanka Yilian has set a goal of achieving an average annual compound growth rate of approximately 30% until 2029, with the "AI + overseas expansion" dual strategy being a key engine for this target [4] Group 2: Market Position and Data Utilization - Over the past decade, Wanka Yilian has become the leading player in the game advertising industry in China, with a market share exceeding 50% [2] - The company leverages its vast data accumulated from its leading position and marketing experience to create an AI autonomous marketing platform, enhancing advertising precision and significantly improving marketing ROI [2] Group 3: AI Development and Future Plans - Wanka Yilian is increasing its investment in AI technology research and development, with plans to build an AI data standardization interface platform and establish an AI terminal ecosystem in collaboration with smartphone manufacturers [3] - The company is preparing to assist smartphone manufacturers in setting AI data access standards and exploring commercial applications of fast application technology [3] Group 4: International Expansion - In 2024, Wanka Yilian will take its first step towards overseas expansion, relying on smartphone manufacturers' overseas traffic and seeking to develop other international media channels for new revenue growth [3]