Group 1 - The core viewpoint of the news highlights the significant rise in stock prices of companies related to the GEO concept, despite clarifications that many do not engage in GEO business or have yet to achieve profitability [1] - Notable stock performances include Worth Buying reaching a 20% limit up, and other companies like Yidian Tianxia and Tianlong Group seeing increases of over 15% and 10% respectively [1] - The AI application in the entertainment and media sector is recognized as a key area benefiting from AI marketing empowerment, with many media companies already having established AI marketing business layouts [2] Group 2 - Yidian Tianxia, as an overseas internet marketing service provider, serves over a thousand enterprises including Alibaba, and has developed multiple AI-driven marketing platforms [2] - APPLOVIN, a leader in overseas programmatic advertising, reported a total revenue of $4.71 billion for 2024, a 43% year-on-year increase, with advertising revenue growing by 75% [3] - The rapid growth of AI applications is expected to drive an upward cycle in the domestic entertainment industry, with major models like DeepSeek and Qianwen showing increasing user numbers and potential for commercial opportunities [3]

Performance Overview - In Q1-Q3 2025, the company achieved revenue of 2.717 billion, a year-on-year increase of 54.94% [1] - The net profit attributable to shareholders was 204 million, up 4.41% year-on-year; excluding foreign exchange gains and share-based payments, the net profit was 252 million, a 15.98% increase [1] - In Q3 2025, the company reported revenue of 980 million, a 46.80% year-on-year growth; however, the net profit attributable to shareholders decreased by 4.80% to 60.06 million, while the adjusted net profit grew by 16.95% to 89.72 million [1] Market Position and Strategy - The company is steadily increasing its market share in the cross-border e-commerce sector, supported by a dual-driven strategy of "services + products" [1] - The zMaticoo programmatic advertising platform is experiencing rapid growth, with a completed upgrade of its SDK and DSP 2.0, significantly enhancing service efficiency and data integration [1] Technological Advancements - The company has increased its R&D investment to 109 million, a 64.52% year-on-year growth, accelerating the formation of the Agentic AI marketing ecosystem [2] - In July 2025, the company pre-released the AI Drive 2.0 smart marketing solution, integrating various AI capabilities for a full-cycle marketing automation process [2] - The solution utilizes advanced multimodal models like Sora2 and GPT-5, enhancing the company's ability to penetrate the mid-to-long tail market [2] Strategic Partnerships - The company became the first-level e-commerce agent for AppLovin in Greater China, enhancing its capabilities in e-commerce advertising [3] - In July 2025, the company was certified by Snapchat as an official advertising service provider, marking a deep integration in DTC brand marketing [3] Profit Forecast - The company is expected to achieve net profits of 253 million, 293 million, and 321 million for the years 2025, 2026, and 2027, respectively, with corresponding PE ratios of 54.4, 46.9, and 42.9 [3]