Every technological revolution ultimately finds its validation in the commercial ledger. The past two years witnessed an epic "arms race" in AI, where major tech giants and startups focused intensely on "model competition," from GPT-3 to GPT-4, scaling parameters from hundreds of billions to trillions. Computing power, parameter count, and performance benchmarks became the gold standards for measuring AI's value. As we enter 2025, with models like Gemini 3.0 achieving substantial leaps in multimodal capabilities and giants like Alibaba fully entering the consumer application space, a clear signal is emerging: the global AI industry is shifting from a "technology competition" to a "value realization" phase in the market. The winners in the next stage will be those who can most quickly and efficiently convert AI capabilities into commercial returns.
Among numerous potential application scenarios, the advertising and marketing industry—always closely tied to cash flow and extremely sensitive to content productivity and precise matching—has become the frontline for AI value monetization. Globally, companies like Meta and Google, alongside domestic players like Tencent and Alibaba, have already leveraged AI advertising to drive performance growth. In this transition from "forging large models" to "application deployment," Easy Click Worldwide Network Technology Co.,Ltd. (301171.SZ) has quietly secured a key position at the table, thanks to its solid industry accumulation and technology integration capabilities.
In the AI industry chain of 2025, market attention initially moved like a relay race, with the spotlight first on overseas computing power, then shifting to domestic computing power, followed sequentially to storage and power, consistently attracting market focus to the upstream segments. In contrast, the downstream application layer once appeared relatively quiet. However, approaching the year's end, market sentiment has undergone a subtle change. As discussions about AI implementation deepen, the tangible profit potential at the application end has begun to surface, prompting the market to re-evaluate the value of AI application companies capable of absorbing technological spillover and truly bridging the commercial "last mile." The gaze of capital is quietly shifting from a pure pursuit of computing scale towards a more sober search for implementation value.
Signals are already appearing in financial reports; in the third quarter of this year, several AI application companies across various sub-sectors showed signs of profit recovery. For instance, Kingsoft Office's WPS AI is driving a comprehensive product upgrade towards intelligence, boosting both user experience and payment willingness. Its Q3 operating revenue grew 25.33% year-over-year, with net profit attributable to shareholders increasing 35.42%, demonstrating the initial financial impact of AI empowerment. Similarly, 360 Security Technology, through its focus on "AI + Security" and large model business, achieved a 16.88% YoY revenue growth in Q3 and returned to profitability. Concurrently, domestic tech giants are accelerating the productization and commercialization of AI: from the "Qianwen" App setting a record of 30 million monthly active users in 23 days, to the "Doubao Phone" attempting to rebuild the entry point for the AI era, and the debut of the full-modal general assistant "Ling Guang," a dense rollout of consumer and enterprise applications is injecting a long-awaited sense of reality into the entire industry chain.
User-side enthusiasm is equally palpable. Icons like DeepSeek's dolphin or Doubao's big-eyed character have become "hit" mobile apps this year. A report from third-party data agency QuestMobile, "2025 China AI Terminal Ecosystem Development Research Report," indicates that as of October 2025, the user base for AI mobile applications had reached 720 million. It's evident that the main focus of the AI industry is extending from "hard power" to "soft applications." Companies that can seamlessly embed AI technology into existing business workflows, genuinely solving user pain points or significantly reducing industry costs, are already cashing in commercial value from the technological wave.
Among the various AI application tracks, advertising and marketing is the field that has most quickly validated its business logic and completed the technological loop. From the red-hot AI advertising leader AppLovin in the US stock market, to Meta and Google, which have climbed new performance heights by reconstructing their ad systems with AI, and even domestic giants like Tencent and Alibaba achieving strong growth through AI advertising technology. Compared to sectors like education and healthcare, which face industry barriers and long payback cycles, advertising and marketing can achieve value closure first because, on one hand, AI-driven reconstruction of the entire business chain helps automate previously manual processes, reducing costs and improving efficiency while expanding the overall base. On the other hand, at the core algorithmic level, a deeper "cognitive engine" understands user and client needs more profoundly. These two aspects complement each other, directly addressing the core of the advertising industry.
Against this backdrop, Easy Click Worldwide, a long-time player in overseas marketing, is being re-examined in the current wave of AI applications. On the financial statement level, for the first three quarters of 2025, Easy Click achieved revenue of 2.717 billion yuan, a year-on-year increase of 54.94%. Excluding exchange gains/losses and share-based payment expenses, total profit was 295 million yuan, up 43.37% year-on-year.
As the "water carrier" for Chinese companies going global, Easy Click's competitive foundation stems from its accumulated full-chain marketing data assets, built alongside leading Chinese e-commerce and overseas brands. Through continuously iterating AI technology and deep data mining, this data is transformed into "data nutrients" that drive business optimization, thereby building a deep data moat. On this foundation, the company focuses on the continuous optimization of Return on Advertising Spend (ROAS) algorithms. It combines this accumulated capability with its programmatic advertising platform, zMaticoo, forming a virtuous cycle from data accumulation and algorithm optimization to platform empowerment, gradually creating a business flywheel effect. As of the first three quarters of 2025, zMaticoo collaborates with over 12,000 apps, covering more than 2 billion unique devices and over 1.33 billion unique users, with daily ad requests reaching 220 billion.
In the AI-driven marketing era, this model of deep integration between contextual data, AI technology, and commercial platforms not only strengthens Easy Click's existing advantages but also endows it with continuous evolutionary capabilities, becoming the key logic for the company to navigate industry uncertainties and maintain long-term competitiveness. Notably, Easy Click has already taken the lead in covering AI content creator groups, represented by AI comic series, further expanding its business flywheel. In November, it reached a framework cooperation agreement with Alibaba Cloud for the overseas expansion of AI comic series, building a full-chain vertical solution to create a growth engine for Chinese AI comic series going global, covering a complete loop from computing support and content production to commercial monetization.
From the demand side, cultural products including micro-dramas, "Black Myth: Wukong," and even Pop Mart over the past two years have demonstrated the strong vitality of Chinese content and creativity going global. With the continuous improvement in AIGC production capacity and quality, the overseas export of such content has become an inevitable trend. Just as the mobile gaming boom gave birth to platform giants like AppLovin, the AI content industry harbors similar ecosystem-level opportunities. Based on its forward-looking布局 in the AI track, Easy Click is poised to build a "flywheel model" centered on AI content creators, thereby capturing broader growth space.
It is an undeniable consensus within the industry that AI technology is comprehensively reshaping the advertising sector. From strategic insights and content creation to precise targeting and performance evaluation, AI's penetration covers the entire chain of advertising production and distribution, pushing the industry towards greater intelligence, efficiency, and personalization. As a cloud-native enterprise, Easy Click, leveraging its inherently AI-compatible DNA, is undergoing a transformation from a "service provider" to an "ecosystem builder" along the advertising and marketing track. For a long time, Easy Click was seen as a "bridge" connecting Chinese enterprises with traffic platforms like Meta, Google, and TikTok. As AI technology permeates various marketing环节, the company has proactively built integrated solutions combining AI, BI, and CI, launching products like AI marketing digital humans and AIGC content generation.
However, Easy Click also understands that isolated AI capabilities are insufficient to reshape the marketing ecosystem; the real breakthrough lies in building an intelligent marketing system that spans the entire chain. In September this year, Easy Click launched its new-generation digital intelligence marketing solution, AI Drive 2.0, metaphorically described as an "autopilot cockpit." At its core is the self-developed EC MCP Server intelligent hub as the central调度 platform, integrating three major AI Toolboxes for creative generation, intelligent投放, and insight analysis. Through its AI product matrix—including FunsData, KreadoAI, CyberGrow, AdsGo.ai, and Cycor—it coordinates multiple AI agents to work collaboratively, achieving a fully automated closed loop from intelligent insight and creative generation to automatic投放 and data attribution. "We chose to自主结合 large models to develop intelligent agents, gradually covering key环节 in AI marketing," a relevant负责人 from Easy Click stated. "In the future, we will release more products and organically串联 them to build a truly vertical-scenario-oriented Agentic AI ecosystem." To date, Easy Click has integrated with over 10 global cloud vendors. Through a multi-cloud combination strategy, it has strengthened its capabilities across three key areas: computing cost, recommendation algorithms, and投放 tools.
This is not merely a simple叠加 of capabilities but a system capable of parallel-scheduling multiple AI agents to form complex, orderly task workflows. This system provides more precise and intelligent growth solutions for leading enterprises while also opening its capabilities to startups and growing businesses, helping more companies break through overseas expansion bottlenecks. Looking at the client structure, Easy Click has expanded from a primarily e-commerce client base to multiple tracks including applications, games, and brands. This not only enhances profitability but also signifies that the company is gradually reducing its reliance on a single industry, significantly strengthening its risk resilience.
Overall, Easy Click Worldwide is no longer confined to the traditional "service provider" role but is锚定 on becoming a technology platform enterprise driven by AI and data, possessing full闭环 capabilities. This also implies that the market's assessment of its medium to long-term value needs to tilt towards tracks that combine high growth, high barriers to entry, and significant technological spillover effects.