Core Viewpoint - The recent Apple Ads certification marks a significant strategic milestone for WanKa YiLian, positioning the company uniquely in the global mobile advertising landscape and potentially leading to a comprehensive revaluation in the capital market [1][3]. Group 1: Certification Significance - The Apple Ads certification is a high-level recognition of WanKa YiLian's AI advertising technology, data compliance system, and global service network [3]. - This certification allows WanKa YiLian to access Apple's core data interfaces, enhancing its advertising precision on iOS and creating a significant competitive advantage over ordinary agencies [5]. Group 2: Revenue Growth - In the first half of 2025, WanKa YiLian's overseas revenue reached 41.9 million yuan, a staggering increase of 439.1% year-on-year, driven by direct service to Southeast Asian advertisers [6]. - The company anticipates that its overseas revenue will exceed 200 million yuan for the full year 2025, indicating a potential 3.77 times increase in the second half compared to the first half [7]. Group 3: Ecosystem Dominance - WanKa YiLian is the only third-party platform globally that has received recognition from Apple while being deeply integrated with Huawei's HarmonyOS and major Android manufacturers, showcasing its strong market position [8]. - The company covers over 95% of game distribution traffic in Chinese Android app stores and is a preferred technical partner across multiple industries on iOS [8]. Group 4: Future Business Model Transformation - The company is positioned to transition from an advertising revenue model to a commission-based model as the industry evolves towards AI-driven services, with projected ARPU values significantly increasing by 2027 [10][11]. - WanKa YiLian has established a multi-dimensional strategy to capitalize on the AI mobile era, including data collection, standard-setting, and application development [12]. Group 5: Valuation and Market Potential - The current market valuation of WanKa YiLian is approximately 1.5 billion HKD, which is significantly undervalued compared to the average 25x PE in the AI marketing sector [13]. - If the market recognizes WanKa YiLian as a core operator in the AI Agent ecosystem, a substantial revaluation could occur, with potential valuations reaching 600 billion HKD based on projected revenues [14]. Group 6: Conclusion - The Apple Ads certification is not an endpoint but a starting point for WanKa YiLian's journey from a hidden champion in China to a global AI marketing giant, with significant growth expected in the coming years [15].

Core Insights - The article highlights that 万咖壹联 has achieved a significant milestone by becoming an official Apple Ads partner, marking a strategic turning point in its development and positioning within the mobile marketing industry [1][3]. Group 1: Certification Significance - The Apple Ads partnership certification is a recognition of 万咖壹联's AI advertising technology, data compliance, and global service network, allowing the company to bridge the gap between Android and iOS platforms [3][4]. - The certification provides 万咖壹联 access to core data interfaces from Apple, enhancing its advertising precision on iOS and creating a competitive edge over ordinary agencies [5]. Group 2: Revenue Growth and Market Expansion - In the first half of 2025, 万咖壹联's overseas revenue surged to 41.9 million yuan, a year-on-year increase of 439.1%, driven by its local team in Singapore servicing Southeast Asian advertisers [6]. - The company anticipates that its overseas revenue will exceed 200 million yuan for the entire year, indicating a significant growth trajectory [7]. Group 3: Ecosystem Dominance - 万咖壹联 is positioned as the only third-party platform globally that integrates Android, iOS, and HarmonyOS, enhancing its market dominance [7][8]. - The company has established itself as a core agent for major Android manufacturers and has deep partnerships with Apple and Huawei, solidifying its competitive barrier [9]. Group 4: Future Industry Evolution - The article discusses the transition of the advertising industry from a focus on CPI/CPM to a model based on AI data services and transaction commissions, predicting a substantial increase in ARPU values in the coming years [10][11]. - 万咖壹联 is preparing for this shift by developing capabilities in AI data collection and establishing itself as a key player in the future AI ecosystem [12]. Group 5: Valuation and Market Potential - The management of 万咖壹联 has provided clear guidance on future growth, projecting a tenfold increase in overseas revenue and over 50% growth in AI marketing business revenue by 2025 [13]. - The current market valuation of 万咖壹联 is significantly lower than the average for AI marketing companies, suggesting a potential for substantial revaluation as the company transitions to an AI technology platform [15][16].

Core Insights - The article highlights that WanKa YiLian (01762) has achieved a significant milestone by becoming an official Apple Ads partner in Greater China, marking a strategic identity authentication in its ten-year development journey [1][3]. Group 1: Certification Significance - The Apple Ads partnership certification is a recognition of WanKa YiLian's AI advertising technology, data compliance system, and global service network, allowing the company to bridge the gap between Android and iOS ecosystems [3][6]. - The certification serves as a "ticket" to the global game rules, with stringent selection criteria focusing on AI algorithm capabilities, cross-cultural operational experience, and data security compliance [3][6]. Group 2: Technological Advancements - WanKa YiLian's self-developed platform, Ad Maven (ADM), features three core technological breakthroughs: 1. An intelligent budget allocation engine that improves advertising ROI by over 30% based on 28 billion historical data points [3][4]. 2. A real-time SOV battlefield perception system that refreshes display share data every 15 minutes, helping clients reduce customer acquisition costs by 40% [3][4]. 3. A full lifecycle automation loop that replaces 80% of repetitive manual operations, enhancing operational efficiency to five times the industry average [4][6]. Group 3: Revenue Growth and Market Expansion - In the first half of 2025, WanKa YiLian's overseas revenue reached 41.9 million yuan, a staggering increase of 439.1% year-on-year, driven by its local team in Singapore serving Southeast Asian advertisers [7][8]. - The certification is expected to accelerate WanKa YiLian's international strategy, enhancing market access, client structure, and cross-ecosystem collaboration [7][8]. Group 4: Ecosystem Dominance - WanKa YiLian is positioned as the only third-party platform globally that integrates Android, iOS, and HarmonyOS, solidifying its competitive edge in the mobile advertising ecosystem [8][10]. - The company has established deep partnerships with major players like Huawei and has become a platinum agent for Huawei's "Whale Energy" program, enhancing its market presence [10][11]. Group 5: Future Growth and Valuation - The management has indicated that overseas revenue is expected to exceed 200 million yuan in 2025, with a projected 10-fold increase in overseas income and over 50% growth in AI marketing business revenue [15][16]. - Current market valuation of WanKa YiLian is significantly below the average for AI marketing peers, suggesting a potential for substantial revaluation as the company transitions from an advertising agency to an AI technology platform [16][17].