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生态卡位 +“AI、出海”双轮驱动,万咖壹联(01762)下半场将如何破局冲刺百亿?
智通财经网· 2025-07-11 03:28
Core Insights - The article highlights the transformative impact of AI technology on mobile marketing, marking a significant shift towards efficiency, precision, and creativity in the industry [1] - The company, Wanka Yilian, aims to leverage its unique position in the smartphone ecosystem to achieve a revenue target of 10 billion RMB within five years through a dual strategy of embracing AI and expanding overseas [1][8] - The company has established itself as a leading service provider in mobile game distribution, holding core agency qualifications with major smartphone manufacturers, covering over 90% of the mobile market [2] Financial Performance - In 2024, Wanka Yilian reported a revenue of 2.627 billion RMB, representing a year-on-year growth of 25.2%, with an adjusted net profit of 33.609 million RMB, up 3.4% [4] - The company’s partnership with Apple and Huawei has been pivotal, with Apple Store becoming a core agency since 2023, contributing to the expansion of its business into overseas markets [4] Strategic Direction - Wanka Yilian has outlined a strategic plan focusing on "AI + Overseas Expansion" to drive rapid business growth, aiming for a compound annual growth rate of approximately 30% to reach 10 billion RMB in revenue by 2029 [8][10] - The company plans to maintain its leadership in traditional advertising while expanding its overseas business, which is expected to match domestic revenue levels in the future [10] AI Integration - The integration of AI technology is seen as a key driver for the company's future growth, with plans to enhance its digital marketing services through three core modules: advertising engine, creative engine, and intelligent service [13] - The company aims to evolve from a platform-based model to an intelligent ecosystem, emphasizing the importance of continuous investment in talent and technology [7][11] Market Positioning - Wanka Yilian is positioned to capitalize on the global market trends, breaking geographical boundaries and reducing reliance on a single market, thereby creating a more robust growth trajectory [14] - The company’s deep partnerships with major smartphone manufacturers enhance its ecological collaboration capabilities, facilitating its transition from a mobile marketing expert to an AI-driven global intelligent service provider [14]
盛天网络副总邝耀华曾辞职又回归 2024年薪酬174万 比董事长赖春林都高
Sou Hu Cai Jing· 2025-07-10 09:07
运营商财经网 实习生郑永杰/文 近期,盛天网络公布了2024年财报数据。公司营业总收入为11.36亿元,同比下降14.56%。净利润 为-2.605亿元,同比下降253.84%,归属于母公司股东的净利润为-2.605亿,相比去年下降253.84%。 运营商财经网由此注意到了盛天网络的高管层,特别是副总经理邝耀华。 2006年,邝耀华在盛天网络从事软件研发工作;2009年至2011年任盛天网络董事、副总经理。2011年至 2020年任盛天网络董事、副总经理。 如今邝耀华是公司首席架构师、副总经理。长期掌管公司技术研发工作,曾主持易乐游、EYOONET游戏 分发引擎、盛天云、随乐游云游戏、易乐途电竞酒店等诸多重点项目的架构设计和核心开发,可以算的 上盛天网络的核心骨干。 据财报数据显示,2024年邝耀华的薪酬水平在盛天网络高管团队中位居前列。 2024年,在所有公布薪酬的高管中,邝耀华以174.7万元的薪酬位居第一,比董事长赖春林高46.16万 元。 运营商财经网还发现,2020年邝耀华的薪酬显示为10.64万。通过盛天网络2020年5月25日发布的公告可 知,邝耀华曾因个人原因申请辞去公司董事、副总经理职务。 ...
万咖壹联:海外移动游戏市场前景乐观,全面加大“出海”力度
Jing Ji Guan Cha Wang· 2025-07-08 11:49
高弟男则在发布会上表示,在过去10年,万咖壹联在智能手机时代把基于应用商店的游戏广告做到了中 国第一,市场占有率超过50%;展望未来10年,公司要在AI手机时代承载百亿营收的目标,成为新一代 的科技公司。 在此次战略发布会上,蒋宇表示,2024年中国自主研发游戏海外市场实际销售收入185.57亿美元,同比 增长13.39%。他同时预计,未来3年海外移动游戏市场规模将持续扩大,市场前景较为乐观。 "2024年公司迈出了出海的第一步,并取得了一定成绩。"蒋宇表示,在这一基础上,2025年公司将全面 加码出海力度,并将其升级为双轮驱动战略的一个重要环节;在具体操作上,公司将充分运用AI技术 赋能游戏企业,帮助企业在出海过程中实现精准触达和本土化运营,大幅提升效率;与此同时,公司也 将继续依托手机厂商的海外流量开展业务,并努力开拓其他的海外媒体渠道,扩大新的营收增长点。 2025年7月7日下午,港股上市公司万咖壹联有限公司(01762.HK,下称"万咖壹联")举办战略发布会,董 事会主席高弟男、首席执行官蒋宇、首席技术官石佳钦等多位高管出席,就该公司未来5年的战略规划 ——"AI+出海"双轮驱动战略进行了详细发布。 ...
HUYA(HUYA) - 2025 Q1 - Earnings Call Transcript
2025-05-13 13:02
HUYA (HUYA) Q1 2025 Earnings Call May 13, 2025 08:00 AM ET Company Participants Junhong Huang - Acting Co-CEO, Senior VP & DirectorRaymond Lei - Acting Co-CEO & CFONelson Cheung - Vice President, Equity Research Conference Call Participants Ritchie Sun - AnalystYanyan Xiao - VP - Research Analyst Operator Posted online. You can also view the earnings press release by visiting the IR website at ir.huya.com. A replay of the call will be available on the IR website soon. Participants of management on today's c ...
HUYA(HUYA) - 2025 Q1 - Earnings Call Transcript
2025-05-13 13:00
HUYA (HUYA) Q1 2025 Earnings Call May 13, 2025 08:00 AM ET Speaker0 Posted online. You can also view the earnings press release by visiting the IR website at ir.huya.com. A replay of the call will be available on the IR website soon. Participants of management on today's call will be Mr. Junping Huang, our acting co CEO and the senior vice president and Ms. Raymond Peng Lei, our acting Co CEO and CFO. Management will begin with prepared remarks and the call will conclude with a Q and A session. Before we co ...