8月1日，极光(JG)盘中上涨10.97%，截至21:48，报10.98美元/股，成交3.06万美元，总市值6671.68万美 元。 资料显示，极光移动有限责任公司(Aurora Mobile,纳斯达克股票代码:JG)成立于2012年,是中国领先的开 发者服务提供商,专注于为开发者提供稳定高效的消息推送、一键认证以及流量变现等服务,助力开发者 的运营、增长与变现。同时,极光的行业应用已经拓展至市场洞察、金融风控与商业地理服务,助力各行 各业优化决策、提升效率。 本文源自：金融界 财务数据显示，截至2025年03月31日，极光收入总额8896.1万人民币，同比增长37.87%；归母净利 润-255.2万人民币，同比减少6.38%。 作者：行情君 大事提醒： 9月4日，极光将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时间，实际披 露日期以公司公告为准）。 ...

Industry Overview - The internet advertising industry is experiencing rapid growth due to the development of internet technology and diversified user demands, with mobile internet advertising becoming the mainstream form due to its interactivity and real-time capabilities [1] - The global mobile advertising market is growing at an annual rate of over 21%, with the market size reaching approximately 1,198.29 billion RMB in 2023 and projected to reach about 2,773.03 billion RMB by 2029 [1] - The market is characterized by continuous expansion, with a significant increase in market size expected in the coming years [1] Key Features of Mobile Advertising - Precision in advertising has improved due to the application of big data and artificial intelligence, allowing advertisers to target audiences based on interests, behaviors, and locations, thereby enhancing conversion rates [1] - The diversity of advertising formats includes images, text, interstitial ads, H5, links, videos, and motion-sensing ads, catering to various advertiser needs [1] Competitive Landscape - The competition in the internet advertising market is intensifying, with major internet companies increasing investments in advertising and traditional advertising firms seeking partnerships with internet companies to explore new markets [2] Leading Companies in Mobile Advertising - **Yeahmobi**: Founded in 2011, it provides global marketing services and has established long-term partnerships with major media giants like Google and Facebook, covering over 200 countries [3] - **InMobi**: Established in 2007, it is one of the earliest mobile advertising networks and has become the largest mobile advertising company in India and the second largest globally [4] - **Mobvista**: Founded in 2013, it offers a comprehensive suite of advertising products and services to over 2,000 active app developers across 60 countries, reaching over 900 million independent mobile devices daily [5] - **Deeper Journey**: Focused on overseas mobile internet products, it has achieved 100% growth in advertising revenue through partnerships with top global web novel and short drama products, utilizing AI technology for content production [6] - **穿山甲 (Pangle)**: Established in 2017, it provides growth services for developers and has rapidly expanded its overseas business, becoming one of the fastest-growing advertising platforms in regions like Japan, the Middle East, and Southeast Asia [7] Future Outlook - The mobile internet advertising industry is expected to see more innovative opportunities with advancements in artificial intelligence, big data, and cloud computing, leading to more precise and personalized advertising [7] - Emerging technologies such as virtual reality and augmented reality will introduce new advertising formats, enhancing engagement and interactivity [7]