证券代码：835670 证券简称：数字人 公告编号：2025-044 山东数字人科技股份有限公司 关于对北京证券交易所2024年年报问询函 回复的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律责任。 北京证券交易所上市公司管理部： 近期，山东数字人科技股份有限公司（以下简称"公司"、"数字人"）收到北京 证券交易所出具的《关于对山东数字人科技股份有限公司的年报问询函》（年报问询函 【2025】第 039 号），公司和信永中和会计师事务所(特殊普通合伙)（以下简称"年审 会计师"）对问询函所关注的事项高度重视，本着勤勉尽责、诚实守信的原则，就相关 问题逐项进行认真讨论、核查与落实。现就年报问询函关注的事项回复说明如下： 说明：如无特殊说明，本回复中涉及货币单位均为人民币万元，本说明中若出现总 计数尾数与所列数值总和尾数不符的情况，均为四舍五入所致。 1 1、关于经营业绩 2024 年期间，你公司实现营业收入 66,341,007.26 元，同比下滑 31.31%， 营业成本 18,423,845.48 元， ...

告别 "模板化虚拟人"：让数字人成为品牌的 "数字分身" 传统数字人服务常陷入一个尴尬的陷阱：企业花了大价钱，拿到的却只是个 "通用模板改造款"—— 虚拟形象的语言风格、交互逻辑和品牌调性若即若离， 甚至可能因文化误读引发争议。 在数字经济与实体经济深度交融的 2025 年，品牌竞争早已不止于 "产品功能" 的比拼，而是升级为 "体验生态" 的较量 —— 从单向传播转向与用户的双向共 生。当消费者对 "千篇一律的虚拟形象" 逐渐审美疲劳，当企业被困在数字人服务 "有形无魂、能用难精" 的困境里，现在推出的数字人贴牌服务，正以 "品 牌基因深度融合、技术能力全程托底、商业生态持续赋能" 为核心，为企业打造 "专属智能生命体"。这让数字人从单纯的 "工具" 蜕变为 "品牌战略资产"， 重新定义企业与用户、市场、未来的连接方式。 现在的数字人通过 "品牌 DNA 解码 — 数字人基因重组 — 动态适配进化" 的三阶模型，让虚拟形象真正成为品牌的 "数字分身"。 就像某国际奢侈品牌，其核心价值是 "时间沉淀的优雅与永恒的创新"。客易云团队深入分析了品牌百年历史中的广告影像、用户访谈和社交媒体互动数 据，提炼出 "慢节 ...

Group 1: Company Developments - Huoshan Engine is currently testing a new digital human platform named "Chimera," which is in a closed beta phase and will begin public testing by the end of the month [1] - The Chimera platform, developed by ByteDance's intelligent creation digital human team, will offer services such as digital humans, image dressing, and video translation, with a future pricing model based on usage or video generation duration [1] - Huoshan Engine has been actively expanding in the digital human sector, having received the first batch of digital human system capability certification from the Ministry of Industry and Information Technology in June 2022 [1] Group 2: Industry Trends - The digital human industry is experiencing rapid growth, driven by technological advancements, market demand, and capital investment, creating a positive feedback loop [2] - With the maturation of AI large models and multilingual interaction technologies, digital humans are expected to expand their application scenarios and enhance interaction experiences, leading to large-scale industry development [2] - Market forecasts predict that the digital human market will reach a scale of 5.91 billion yuan by 2025 and could grow to 25.05 billion yuan by 2029 [2] Group 3: Other Company Initiatives - ShengTian Network has developed technologies for AI virtual social interactions, AI virtual human companions, and AI virtual human avatars, with plans to launch features supporting various roles such as AI therapists and AI hosts [3] - Yidian Tianxia's KreadoAI can create virtual characters and anime figures through text-to-animation technology [4]

Core Viewpoint - ByteDance's subsidiary Volcano Engine is reportedly testing a new digital human platform named "Chimera," with plans for public testing by the end of the month [1] Group 1 - Volcano Engine is currently in the closed beta phase for the Chimera digital human platform, which is being offered on an invitation-only basis [1] - The service is free during the invitation testing phase, with public testing expected to begin soon [1] - ByteDance has not provided any official comment regarding the launch of the Chimera platform [1]

Core Insights - The concert "Time-Space Poetry Journey" by the legendary Chinese music group Shui Mu Nian Hua successfully showcased the integration of digital immortality, metaverse interaction, and artificial intelligence technology, marking a milestone in the reconstruction of live music experiences [1][11]. Technological Breakthroughs - The concert utilized high-precision AI motion capture technology to create digital avatars of the four musicians, preserving their vocal characteristics and performance styles while allowing for real-time learning of new interactive modes [4][11]. - MarsX's unique "Time-Space Folding" engine enabled the creation of a 360° cyber island stage, allowing audiences to switch between surreal scenes like volcanic lava and deep-sea auroras, enhancing the immersive audio-visual experience [6][11]. Emotional Resonance - The concert featured 15 iconic songs that resonate with a generation's memories, creating a unique farewell ceremony that redefined emotional permanence through digital immortality technology [9][11]. Industry Implications - This concert exemplified a paradigm shift in the music industry from physical spaces to digital ecosystems, representing a transformation from "offline alternatives" to "independent digital cultural products" [11][13]. - It aligns with national cultural digitalization strategies and serves as a demonstration of technology empowering culture, showcasing the trend of immersive experience upgrades driven by AI algorithms and 3D modeling [11][13]. Cultural Integration - The concert's core value lies in transcending traditional concert limitations, achieving intergenerational emotional connections while exploring new paths for "technology + culture" integration in the industry [13][15]. - The immersive experience, lasting one hour, concluded with the song "A Lifetime with You," symbolizing the connection of thousands of digital avatars witnessing the ascent of starlight into the metaverse [13][15].

Core Insights - The company Kexiyun has launched the world's first "Digital Human Mobile All-in-One Machine," which has achieved a market share exceeding 10% in the AI digital human industry [1] - This innovative device integrates hardware and software, establishing a new standard in the live streaming industry and marking the beginning of a new era of "boundaryless interaction" in commercial live streaming [1][4] - The device utilizes advanced technologies such as deep learning, natural language processing, and computer vision, featuring a proprietary AI waveform spectrum confusion chip for military-grade encryption during audio and video transmission [1][4] Product Features - The device can replicate a real human host's appearance, body language, and micro-expressions using multi-modal cloning technology with just 3 minutes of video material [2] - It supports real-time translation and contextual adaptation in over 100 languages, enhancing cross-border e-commerce live streaming capabilities [2] - The system allows seamless switching to a real human host when complex issues arise, providing operational flexibility for businesses [4] Market Impact - During trial operations, over 2,300 companies have adopted the system across eight sectors, including e-commerce, education, and cultural tourism [4] - A cross-border clothing brand using the device has seen a 380% increase in GMV by operating 32 accounts simultaneously [4] - The device's audience profiling feature has helped a maternal and infant brand increase customer retention rates to 72% and shorten repurchase cycles to 28 days [4] Technological Advancements - The system includes digital watermark technology to protect the rights of content creators and prevent misuse, with a deletion resistance rate of 99.7% [4] - The device supports API connections with major e-commerce platforms and social media, allowing businesses to develop custom plugins [6] - An "AI screenwriter" module generates live script based on real-time data, reducing script repetition by 83% and increasing viewer engagement time by 2.3 times [6] Industry Transformation - The launch of this device signifies a shift in the live streaming industry towards a collaborative model of "digital humans + real humans" [6] - AI technology is evolving from a tool to a strategic asset, enabling businesses to have 24/7 digital employees and breaking down language and regional barriers [6] - The CTO of Kexiyun emphasized that the company is not just creating new tools but is fundamentally reconstructing the paradigm of commercial interaction [6]

Group 1 - The core viewpoint of the article highlights the success of Chuangxinzhong, a subsidiary of Yika Technology, in the digital human advertising competition hosted by ByteDance, where it ranked first in the financial industry AIGC consumption [1][2] - The traditional advertising model is becoming less effective due to rising costs and declining ROI, prompting advertisers to explore new strategies such as the "horse racing mechanism" and multiple ad placements on platforms like Douyin and WeChat [1][2] - The use of digital humans is presented as an optimal solution for advertisers, allowing for the rapid generation of video content without the complexities of traditional filming and editing [2][3] Group 2 - Chuangxinzhong has developed over 800 proprietary digital humans, primarily based on real actors, and is the first partner within the ByteDance ecosystem to transition to public digital humans [3] - The application of AI technology has significantly enhanced Chuangxinzhong's business growth, achieving a 391% week-on-week increase in consumption during the competition and a 20% industry penetration rate [2][3] - The company plans to expand its operations internationally, aligning with Yika's global business strategy to provide digital solutions alongside its payment services and e-commerce offerings [3]

Core Insights - The demand for digital human capabilities driven by AI large models is growing exponentially among enterprises, emphasizing the need for rapid integration, flexible customization, and scenario adaptation [1] - The launch of KYC Cloud's Digital Human API offers a standardized interface and scenario-based toolchain, significantly enhancing development efficiency by 90% and reducing costs to 1/15 of traditional solutions [1][11] - KYC Cloud's competitive edge lies in its comprehensive self-developed technology platform, integrating 12 core technologies into four main modules, each providing standardized RESTful interfaces and SDKs [1][3] Technology and Development - The image generation API allows businesses to create complete digital human avatars in just 3 minutes from a 10-second video or 3D model, a significant reduction from the traditional 72 hours [3] - The multi-modal interaction algorithm supports various input channels and has capabilities for context memory, intent recognition, and emotional computation, enhancing user interaction [3][4] - KYC Cloud has established a solution library with over 40 industry-specific applications, enabling businesses to implement "plug-and-play" scenarios [4] Industry Applications - In e-commerce, a leading apparel brand utilized the digital human anchor API to achieve a single live broadcast GMV exceeding 5 million yuan, with a 60% reduction in customer acquisition costs [4] - The AI policy assistant developed for a provincial government platform achieved over 99% automation in responses, handling more than 100,000 inquiries daily with a 99.5% satisfaction rate [6] - In healthcare, a major hospital's virtual triage assistant reduced patient wait times from 30 minutes to 5 minutes while ensuring compliance with data privacy regulations [6] Ecosystem and Community - KYC Cloud has built a three-tier ecosystem comprising a developer community, industry solution library, and commercial revenue sharing, attracting over 20,000 technology service providers and developers [7] - The company offers substantial support for technology empowerment, including expert services and AI innovation competitions, fostering practical applications in various sectors [7][8] Future Strategies - KYC Cloud plans to enhance its technology through the integration of AIGC, digital twins, and edge computing to improve interaction realism and response speed [10] - The company aims to expand its ecosystem and market reach by enabling partners to develop vertical industry applications, targeting 100 specific scenarios [10] - The Digital Human API is now open for global collaboration, supporting various deployment models and customization options, which has led to significant success in international markets [10][11]

币界网7月14日讯，在当今的金融领域，一个引人注目的现象正在上演：全球各地的上市公司正纷纷涌 入比特币市场。据XBIT的最新报告显示，到2025年底，持有比特币的上市公司数量预计将增长120%， 总数达到141家。更令人瞩目的是，到年底，至少还有36家公司计划将比特币纳入其资产负债表，这意 味着企业比特币持有量将较当前水平再增长25%。 图源:币界网 这一趋势表明，比特币正从早期的散户投资工具，逐渐成为企业资产配置的重要组成部分。XBIT去中 心化交易所平台分析师预测，在未来六个月内，可能会有超过30家新公司加入所谓的"比特币财务公 司"行列，这些公司将充当传统金融市场与加密货币世界之间的桥梁，推动更多企业探索比特币投资。 2025年上半年，企业比特币购买量创下历史新高。据XBIT去中心化交易平台统计，全球大大小小的公 司共购买了超过159,107枚BTC，这一数字远超以往任何时期的企业购币规模。XBIT支持BTC、ETH、 稳定币等主流资产的跨链兑换，其独创的"原子交换"技术可实现不同区块链间的无缝资产转移，满足企 业多元化的资产配置需求。越来越多的企业开始在平台上将比特币等数字货币视为一种对冲通胀、优化 ...

Core Insights - The global digital economy is expected to exceed 65 trillion yuan by 2025, marking a pivotal shift where AI technology evolves from a "laboratory toy" to "business infrastructure" [1] - Over 85% of small and medium-sized enterprises (SMEs) are unable to commercialize AI due to a lack of technical teams, R&D funding, and implementation capabilities [1] - The "closed innovation" model of leading tech companies has led to a homogenization of digital human products, limiting their integration into business scenarios [1] Company Strategy - Zhichuang Future Group launched a "digital human white-label strategy" to democratize technology, providing partners with a comprehensive support system from technical foundation to brand customization and commercial monetization [1][12] - The company’s "full-stack digital human engine" allows businesses to quickly develop digital human products using a modular architecture and automated toolchain, significantly reducing development time and costs [2][4] Technological Advancements - The introduction of a "dynamic scene adaptation system" addresses the issue of digital humans being "out of place" by enabling real-time data access and adaptive interaction [4] - The system integrates with enterprise ERP, CRM, and IoT systems, allowing digital humans to provide real-time responses and continuously optimize interaction logic based on user feedback [4] Brand Customization and Monetization - The white-label strategy emphasizes deep brand integration, allowing companies to define the digital human's appearance, voice, personality, and interaction style, thus enhancing brand identity [5] - Various monetization models such as subscription, revenue sharing, and outright purchase are offered, allowing businesses to choose based on their needs [7] Ecosystem Development - Zhichuang Future has established three major ecosystem initiatives: "Star Sea Plan," "Lighthouse Plan," and "Seed Plan," creating a four-dimensional symbiotic network of technology, brand, scene, and capital [8] - The "Star Sea Plan" provides one-stop white-label services for SMEs, while the "Lighthouse Plan" focuses on joint R&D with industry leaders [8] Industry Impact - The digital human white-label strategy has led to standardized solutions across 15 industries, including finance, retail, healthcare, education, and government [11] - Successful case studies demonstrate significant improvements in operational efficiency, customer engagement, and revenue generation for various sectors [11] Vision for the Future - The essence of the digital human white-label strategy is to empower every enterprise to become an "innovation主体" in the AI era, promoting the widespread adoption of AI technology across various industries [12]