Core Insights - WanKa YiLian's subsidiary, Huanyujidao Cultural Media, has officially become a Platinum Service Provider for Huawei's Petal Ads in the N1 domain for 2025, marking a strategic positioning in the HarmonyOS smart marketing ecosystem and validation of its AI technology barriers [1][2] - The upgrade to Platinum status signifies a transition from "commercial services" to "ecosystem co-construction," enhancing the company's role within Huawei's advertising framework [1] - The N1 domain covers 13 core industries, including reading, audio-visual, e-commerce, and automotive, directly addressing advertisers' integrated marketing needs [1] Financial Performance - For the first half of 2025, the company reported a revenue increase of 39% to 1.7 billion yuan, with an annual growth forecast raised to 50%, driven primarily by the large-scale implementation of AI technology [1] Strategic Developments - In September, WanKa YiLian partnered with Alibaba Cloud to integrate the Qwen3 model, leveraging vast user behavior data for automated advertising decision-making [2] - The Platinum Service Provider qualification is seen as a closure of the "AI + ecosystem" strategy, injecting validated AI decision-making capabilities into the HarmonyOS traffic pool, creating a data flywheel that is difficult for competitors to replicate [2] - The company is transitioning from a traditional mobile marketing service provider to a core infrastructure player within the HarmonyOS ecosystem, with the Platinum status securing a position at the IoT traffic entry point [2]

Core Viewpoint - The call to revoke ICP licenses for apps that do not support HarmonyOS NEXT is seen as an abuse of power and lacks legal basis, potentially harming user rights and the development of HarmonyOS NEXT itself [5]. Legal and Regulatory Issues - The legal basis for ICP licenses pertains to information service qualifications in China, focusing on content safety, network security, and user personal information protection. The demand to revoke licenses based on OS support does not align with these core regulatory goals, indicating a clear misuse of authority [5]. - This request improperly shifts the responsibility of app store reviews and OS ecosystem development onto the regulatory bodies responsible for ICP licensing, representing a significant functional misalignment [5]. Impact on User Rights - Reduced App Choices: The potential exit of many popular international apps or small apps unable to adapt could severely limit user options in the Chinese market [5]. - Decreased User Experience: Mandatory adaptation may lead to poorly optimized, incomplete, or outdated versions of apps for HarmonyOS NEXT, ultimately harming user experience [5]. - Cost Transfer: Increased adaptation costs for developers may be passed on to users through higher service prices or increased advertising [5]. Potential Negative Effects on HarmonyOS NEXT Development - Reputation Damage: Relying on administrative coercion rather than technical strength and ecosystem appeal could harm the domestic and international reputation of HarmonyOS, creating a negative perception of being "closed" and "coercive," which is detrimental to its global development [5]. - Concealment of Real Issues: Coercive measures may obscure genuine problems within HarmonyOS NEXT regarding developer tools, development experience, profitability models, and cross-platform compatibility, hindering its self-improvement through market competition [5]. Adverse International Impact - Such actions may be viewed by the international community as serious market barriers and trade protectionism, damaging China's image as a proponent of an open business environment and potentially leading to unnecessary trade friction and diplomatic disputes [5].