In 2025, as the mobile marketing industry undergoes profound restructuring, WANKA ONLINE (01762) has achieved its most strategic milestone in a decade of development. The company's intelligent marketing platform, Wanka Huanyu, recently passed Apple's official audit, becoming one of the few tech-driven service providers in Greater China to earn the Apple Ads Certified Partner designation. This certification not only signifies Apple's highest recognition of Wanka Huanyu's AI-driven ad placement capabilities, data compliance systems, and global service network but also marks WANKA ONLINE's successful integration of Android and iOS ecosystems. This positions the company uniquely in the global mobile advertising landscape, with its value poised for a comprehensive market reassessment.
**The Certification's Value: Not Just a Badge, but a Ticket to the Global Game** The selection criteria for Apple Ads Certified Partners are exceptionally stringent, requiring candidates to excel in three dimensions: AI algorithm capabilities, cross-cultural operational experience, and data security compliance. WANKA ONLINE secured this recognition through three breakthroughs in its self-developed platform, Ad Maven (ADM): 1. **Smart Budget Allocation Engine**: Built on 28 billion historical ad placement data points, its predictive model boosts ad ROI by over 30%. In gaming pre-order scenarios, ADM accurately forecasts user conversion curves 30 days pre-launch, automating budget pacing—helping a top SLG game achieve a 2.4x increase in pre-registration conversions in Southeast Asia. 2. **Real-Time Share-of-Voice (SOV) Battlefield Awareness**: For iOS's competitive keyword bidding, ADM refreshes SOV data every 15 minutes, intelligently diagnosing competitor bids to auto-adjust strategies. A finance app client saw a 40% reduction in customer acquisition costs while doubling new users for core keywords like "loans." 3. **Full-Lifecycle Automation**: From account alerts to one-click execution, AI replaces 80% of repetitive tasks, boosting operational efficiency to 5x the industry average—embodying Apple's preference for "tech-driven" over "manual-heavy" solutions.
Crucially, the certification grants WANKA ONLINE access to Apple's core data interfaces, including search term trends, user behavior analysis, and attribution modeling—resources previously reserved for top-tier partners. This cements WANKA ONLINE's generational lead in iOS ad precision, further solidifying its moat.
**Strategic Transformation: 439% Overseas Revenue Surge Is Just the Start** As an Apple App Store developer service provider, WANKA ONLINE's certification has already delivered tangible results. In H1 2025, overseas revenue skyrocketed 439.1% to RMB 41.9 million, driven not by Chinese clients going global but by direct services to Southeast Asian advertisers via its Singapore team. The Apple Ads certification will now act as "nuclear fuel" for WANKA ONLINE's overseas expansion, unlocking market access, client diversification, and cross-ecosystem synergies.
- **Market Access**: WANKA ONLINE's Singapore branch now taps into Apple's APAC support system, slashing localization timelines by 60% with shared creative libraries and compliance guides. - **Client Upgrade**: The shift from serving Chinese apps abroad to securing local budgets is complete, with ADM now managing monthly ad spends exceeding $500k for giants like Grab and Garena. - **Cross-Ecosystem Synergy**: Clients can launch "one-click global campaigns" across Apple, Xiaomi, and OPPO, with data strategies synchronized. An e-commerce client in Indonesia saw a 35% drop in CPI across iOS and Android.
Management projects H2 2025 overseas revenue to hit RMB 158 million (3.77x H1), pushing annual overseas income past RMB 200 million—a clear signal that globalization is now WANKA ONLINE's second growth curve.
**Ecosystem Dominance: The Only Third-Party Platform Spanning Android, iOS, and HarmonyOS** Beyond financials, the Apple Ads certification fortifies WANKA ONLINE's ecosystem moat, making it the sole tech hub globally endorsed by Apple while deeply integrated with Huawei's HarmonyOS and top Android OEMs.
- **Android**: As OPPO/vivo/Xiaomi's core gaming agent and Honor's exclusive partner, WANKA ONLINE controls 95%+ of China's Android game distribution. - **iOS**: Now Apple's preferred tech partner for gaming, social, finance, and tools globally. - **HarmonyOS**: A co-founder of Huawei's fast-app ecosystem, WANKA ONLINE helps set ad standards for HarmonyOS NEXT and is a platinum partner for Huawei's "1+8" screen strategy.
This "trinity" ecosystem yields two disruptive advantages: 1. **Data Flywheel**: 72 million daily cross-ecosystem data points reveal insights like "Android-to-iOS user behavior shifts" and "high-value HarmonyOS user profiles," underpinning WANKA ONLINE's ROI edge. 2. **Pricing Power**: As the only one-stop solution for multi-ecosystem campaigns, WANKA ONLINE achieved 95% client retention and 20% higher spend per client in H1 2025.
**From Ads to Commissions: The 10x Opportunity in the AI Phone Era** The Apple Ads certification positions WANKA ONLINE for the AI phone revolution. With iPhone 17 integrating Apple Intelligence, voice-driven interactions will replace taps, reshaping mobile ecosystems and unlocking three-phase value: 1. **Phase 1 (Now)**: Ad monetization (e.g., Xiaomi's ARPU of RMB 29/device). 2. **Phase 2 (2026-2027)**: AI data services, charging for API calls as a standards co-creator. 3. **Phase 3 (2027-2030)**: AI Agent-driven transactions (e.g., ride-hailing, food delivery), lifting ARPU to RMB 200-300—10x current levels.
WANKA ONLINE is preparing via: - **Data**: Authorized voice-command data collection for AI Agent training. - **Standards**: Co-designing fast-app protocols with Apple, Huawei, and Android OEMs. - **Execution**: Acquiring vertical Agent apps, with an exclusive ride-hailing partnership imminent.
**Valuation Rerun: Clear Roadmap to a 600B HKD Potential** Management guides for: - 2025: 10x overseas growth, 50%+ AI ad revenue growth. - 2026: HarmonyOS ad acceleration, ADM's Google/Meta/TikTok integration. - 2027: First million-DAU AI Agent app, 15% commission revenue.
At 15B HKD market cap (0.4x 2025 P/S vs. sector's 25x PE), WANKA ONLINE is mispriced as a traditional ad agent. Applying AppLovin's 15x P/S to its projected RMB 4B AI ad revenue implies a 600B HKD valuation. AI Agent contributions could add another 100B HKD by 2027.
**Conclusion: The Inflection Point Is Here** The Apple Ads certification is just the beginning for WANKA ONLINE's ascent from a Chinese champion to a global AI marketing leader. While peers grapple with iOS barriers or AI phone theories, WANKA ONLINE holds Apple's keys and executes Agent strategies. As the only third-party platform embraced by Apple, Huawei, and Android, its rarity—plus 439% overseas growth and the ad-to-commission shift—fuels a three-year rerating thesis. For investors, this AI dark horse offers a golden entry window ahead of Q3/Q4 earnings catalysts and a potential Davis Double play.
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