Core Viewpoint - The AI agent concept experienced significant fluctuations during trading, with Kunlun Wanwei rising over 10%, and other companies such as Haitai Ruisheng, Yongyou Network, Yanhua Intelligent, Wanxing Technology, and Dingjie Zhizhi also seeing gains [1] Company Summary - Kunlun Wanwei saw a rise of over 10% in its stock price [1] - Haitai Ruisheng, Yongyou Network, Yanhua Intelligent, Wanxing Technology, and Dingjie Zhizhi also experienced stock price increases, indicating a positive market response to the AI sector [1]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) 格隆汇8月22日｜科创50指数涨超3%创近三年半新高，AI芯片概念涨幅居前，科德教育20cm涨停，海 光信息、寒武纪、航锦科技、昆仑万维(300418)等个股跟涨。DeepSeek日前发布新模型DeepSeek- V3.1，其表示，针对即将发布的下一代国产芯片，DeepSeek-V3.1使用了UE8M0FP8Scale的参数精度。 ...

快手CFO：预计昆仑万维财年营收将较此前目标翻一番。 ...

Group 1 - The core viewpoint of the news is that Yingyuzhou Group (3700.HK) has announced a positive profit forecast, expecting a net profit of no less than 260 million RMB for the first half of 2025, representing an increase of over 90% compared to the same period last year [1] - The company has entered into a related transaction by signing an A-series preferred stock purchase agreement with Skywork AI, which involves the purchase of 9,950,617 shares for a total price of 100 million RMB, accounting for approximately 0.67% of Skywork's expanded issued share capital [1] - Skywork AI is recognized as one of the few companies globally that has independently developed and implemented a full-modal layout in the field of artificial intelligence models, showcasing strong technical advantages and extensive R&D experience [2] Group 2 - Yingyuzhou Group is focused on exploring opportunities in social, entertainment, artificial intelligence, and Web3.0 sectors, believing that AI technology is reshaping the way work, products, business structures, and organizational boundaries operate in these fields [2] - The board of directors believes that this transaction will enhance the collaboration between Yingyuzhou Group and Skywork AI in the field of AI large model technology, which is significant for the strategic implementation of Yingyuzhou Group [2]

（原标题：泡泡玛特王宁称营收300亿很轻松；OpenAI考虑上市） 21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。 【巨头风向标】 泡泡玛特召开2025中期业绩发布会，王宁称感觉营收300亿很轻松 8月20日，泡泡玛特召开2025中期业绩发布会，创始人王宁在会上表示，集团取得了有史以来最好的业绩，"今年希望营收能够做到200亿，但是感 觉今年应该300亿也很轻松。"8月19日，泡泡玛特发布2025年半年报，财报显示，上半年泡泡玛特营收138.8亿元，同比增长204.4%，经调整净利 润47.1亿元，同比增长362.8%。 OpenAI首席财务官：将考虑在未来某个时间点上市 据报道，OpenAI首席财务官萨拉·弗莱尔表示，将考虑在未来某个时间点上市。 钉钉或优化不主张加班高管？回应称"消息不实" 有博主发文称钉钉将对多位不主张加班高管进行优化。其表示有可靠消息，目前，钉钉CEO无招已经布置完任务，涉及4位P10以及15位P8级别以 上员工，三个月内会进行边缘或者优化。对此，钉钉方面表示"消息不实"。 卢伟冰：小 ...

Core Insights - The company plans to increase capital by 200 million yuan for its subsidiary Skywork, with participation from Kunlun Fund and Meilaiwu [1][2] - Skywork focuses on the development of AI business, particularly in large models and multimodal technology, establishing a comprehensive technology system [1] - The financing aims to strengthen the company's core competitiveness in the AI sector and accelerate its transition from a leading internet platform to a top AI technology enterprise [2] Financial Details - The capital increase includes 200 million yuan from Kunlun Group and 100 million yuan from Meilaiwu [1] - Kunlun Fund will convert 200 million yuan of previously provided convertible bonds into equity [1] Business Strategy - Skywork is advancing its AI business with breakthroughs in self-developed large models and AIGC, creating a closed-loop capability in core technology areas [1] - The company has developed a matrix of vertical models tailored to different industry needs, including applications in AI large models, intelligent assistants, video, music, gaming, and social media [1]

Group 1 - The company plans to increase capital by 200 million yuan for its subsidiary Skywork, with participation from Kunlun Fund and Meilaiwu [1][2] - Skywork is the main entity for the company's AGI and AIGC business, focusing on the development and application of large models and multimodal technologies [1] - The company has established a comprehensive technology system from foundational technology to industry solutions, achieving breakthroughs in core technology areas [1] Group 2 - The financing will strengthen the company's core competitiveness in the artificial intelligence sector and enhance its industry influence [2] - The company aims to transition from a leading internet platform in China to a top-tier artificial intelligence technology enterprise [2] - The funding will accelerate the rapid rise of the company's AGI and AIGC business segments [2]

每经头条（nbdtoutiao）——最火游资不再是方新侠、章盟主、佛山无影脚？这名95后声名鹊起！ （记者 王晓波） 截至发稿，昆仑万维市值为467亿元。 每经AI快讯，昆仑万维（SZ 300418，收盘价：37.24元）8月20日晚间发布公告称，公司第五届第三十 一次董事会会议于2025年8月20日以通讯方式召开。会议审议了《关于控股子公司增资扩股暨关联交易 的议案》等文件。 2024年1至12月份，昆仑万维的营业收入构成为：互联网收入占比98.69%，其他占比1.31%。 ...

格隆汇8月20日丨昆仑万维(300418.SZ)公布，为继续践行"AllinAGI与AIGC"的发展战略，昆仑万维科技 股份有限公司拟以全资子公司Kunlun Group Limited(简称"昆仑集团")为主体，对控股子公司Skywork AIInc.(简称"Skywork"，中文简称"天工")增资2亿元人民币。与此同时，基于对公司在AIGC领域前瞻性 战略布局及取得的进展的深度认可，以及对AIGC行业长期发展潜力的坚定信心，北京昆仑互联网智能 产业投资基金合伙企业(有限合伙)(简称"昆仑基金")、北京蜜莱坞网络科技有限公司(简称"蜜莱坞")也拟 参与Skywork增资。其中昆仑基金拟以债转股形式，将前期先行提供的2亿元人民币可转债转为本次出 资；蜜莱坞拟出资1亿元人民币。 ...

昆仑万维公告，公司拟以全资子公司Kunlun Group Limited为主体，对控股子公司Skywork AI Inc.（以下 简称"Skywork"，中文简称"天工"）增资2亿元人民币。同时，北京昆仑互联网智能产业投资基金合伙企 业（有限合伙）、北京蜜莱坞网络科技有限公司也拟参与Skywork增资。其中昆仑基金拟以债转股形 式，将前期先行提供的2亿元人民币可转债转为本次出资；蜜莱坞拟出资1亿元人民币。因昆仑基金是公 司的联营企业，本次交易构成关联交易。Skywork AI Inc.是公司AGI与AIGC业务的控股主体。 ...