Group 1 - The company Kunlun Wanwei responded to investor inquiries on its interactive platform regarding shareholder information requests [2] - According to the company's articles of association, shareholders must provide written documentation proving their shareholding type and quantity to request information about the number of shareholders [2] - The company will verify the identity of the shareholders before providing the requested information [2]

Core Points - The internet celebrity economy sector experienced a decline of 3.07%, ranking among the top declines in concept sectors, with significant drops in stocks like Xinhua Du (down 9.99%) and Guangbai Co. (down 8.95%) [1][2] - The sector saw a net outflow of 2.862 billion yuan from major funds, with 89 stocks experiencing net outflows, and BlueFocus being the most affected with a net outflow of 799.84 million yuan [2][3] Sector Performance - The internet celebrity economy sector was one of the worst-performing sectors today, with a decline of 3.07% [1][2] - Other sectors with notable declines included the horse racing concept (-4.70%) and the Xiaohongshu concept (-3.33%) [2] Fund Flow Analysis - Major funds saw a net outflow of 2.862 billion yuan from the internet celebrity economy sector, indicating a lack of investor confidence [2][3] - The top three stocks with the highest net outflows were BlueFocus, Kunlun Wanwei, and Gongxiao Daji, with outflows of 799.84 million yuan, 182.62 million yuan, and 169.62 million yuan respectively [2][3]

在过去3个月里，共有数百家企业、机构和个人报名参与评选。最终，量子位以真实数据为基础，结合对数百家AI公司的深入调研，以及数十位行业知名 专家的意见，最终发布这份榜单。 昆仑万维凭借2025年扎实的技术实力和优秀的产品能力，一举入选「2025人工智能年度领航企业」、「2025人工智能年度焦点人物」、「2025人工智能年 度杰出产品」三大榜单。 昆仑万维入选「2025人工智能年度领航企业」 AI领航企业，在2025年扮演了"造浪者"与"稳舵者"的双重角色，不断向产业输出新范式、新工具、新样板。 成立于2008年、2015年上市的昆仑万维，目前业务已覆盖全球100多个国家和地区，全球月均活跃用户近4亿，2025年前三季度营收达58亿元，海外收入占 比高达93%。当前昆仑万维已成为中国领先的人工智能科技公司，构建起由AI智能助手、AI视频、AI音乐与音频、AI游戏、AI社交等组成的多元AI业务 矩阵。 12月10日，量子位MEET2026智能未来大会在北京顺利举办。会议上，「2025人工智能年度榜单」正式揭晓，榜单涵盖了技术领先、长期投入、产品落地 与产业口碑等多重评价维度，所有入选企业是今年中国AI生态最具代表性 ...

证券日报网讯 12月8日晚间，昆仑万维发布公告称，公司同意控股子公司天工智力使用公司在中国民生 银行股份有限公司北京分行的信融e额度，公司对天工智力所使用的授信额度提供连带责任担保，上述 额度不超过5，000万元人民币。截至本公告出具日，公司累计对外担保金额为13，999.86万元，全部为 对子公司的担保，占最近一期经审计净资产的0.98%，公司无对外担保的情况。 （文章来源：证券日报） ...

证券日报网讯 12月8日晚间，昆仑万维发布公告称，公司于 2025 年 12 月 8 日召开了第五届董事会第三 十五次会议，审议通过了《关于公司 2026 年度为控股子公司提供担保额度预计的议案》。 （编辑 楚丽君） ...

（文章来源：证券日报） 证券日报网讯 12月8日晚间，昆仑万维发布公告称，公司于 2025 年 12月 8 日召开第五届董事会第三十 五次会议，审议通过了《关于公司向银行申请授信并由控股子公司提供担保的议案》。 ...

Core Insights - The article discusses the November 2025 AI Product Rankings, highlighting trends in user engagement and growth rates across various AI applications and platforms [4][6]. Global Rankings - ChatGPT experienced a decline in website visits, with a total of 6.04 billion visits in November, down by 5.21% [6][12]. - Gemini, on the other hand, saw an increase in visits to 1.39 billion, marking a growth of 14.36% [6][12]. - The top AI applications in the global rankings include ChatGPT, Gemini, and New Bing, with varying growth rates [12][31]. Domestic Rankings - In the domestic rankings, DeepSeek led with 345.93 million visits, although it faced a decline of 2.95% [17][18]. - Kimi showed significant growth, with visits reaching 44.05 million, an increase of 48.62%, the highest in the last five months [6][18]. - The domestic top 10 is dominated by major companies like ByteDance, Alibaba, Tencent, and Baidu, with DeepSeek and Kimi being notable exceptions [6][17]. Growth and Decline Trends - The article identifies several applications with notable growth, such as GenSpark, which achieved 11.4 million visits, reflecting an 18.73% increase [6][21]. - Conversely, applications like Adot and TensorArt faced significant declines, with decreases of 46.88% and 46.52%, respectively [26][27]. - The overall trend indicates a competitive landscape where established players are facing challenges from emerging applications [6][12]. Specific Application Insights - The out-of-sea rankings featured Cutout Pro and GenSpark, both showing growth rates exceeding 10% [6][8]. - The article also highlights the performance of various AI tools, including those focused on image generation, chatbots, and search engines, showcasing the diversity in user preferences [5][6][12]. Conclusion - The November 2025 AI Product Rankings reveal a dynamic and competitive environment in the AI sector, with significant shifts in user engagement and growth rates across various applications [4][6].

Strategy - The technology competition under the Kondratiev wave continues to open up valuation ceilings, with a focus on "bottleneck" and future industry high ground [14][15] - The current valuation of China's science and technology innovation is still lower than that during the internet boom in the 1990s, indicating potential for further upward movement [14][18] - The "14th Five-Year Plan" emphasizes seizing the high ground of technological development, focusing on key areas such as integrated circuits and advanced manufacturing [14][19] Electronics - The scaling law remains effective, with the introduction of multi-modal and agent models expected to accelerate AI computing demand [8][15] - The PCB industry is anticipated to maintain high growth due to its heavy asset nature and product structure optimization, which can lead to non-linear performance improvements for companies [8][15] Computer - New models are being launched intensively, marking a shift in AI competition towards "strong reasoning + native multi-modal" capabilities [9][15] - Significant releases include Google's Gemini 3 and DeepSeek V3.2, which enhance multi-modal understanding and practical applications [9][15] Media - Long-term optimism for the acceleration of AI product applications and commercialization, with a focus on AI agents, companionship, multi-modal applications, education, and edge AI [9][15] Humanoid Robots - The industry is transitioning from concept validation to commercialization, with companies that have growth potential in key components or specific solutions likely to benefit [10][15] - Investment opportunities are identified in the incremental component sector, with a focus on aesthetic preferences in the market [10][15] Automotive - The launch of Horizon Robotics' HSD and J6P models marks a significant step in mass production, with companies like WeRide and Pony.ai also making strides in the market [10][15] - Recommendations include focusing on luxury car opportunities with strong product pipelines and valuation elasticity, as well as autonomous driving technologies [10][15] Selected Portfolio - The December selected portfolio includes upstream production tools like Zhuoyi Information, upstream computing infrastructure such as Jingwang Electronics, and downstream applications like Alibaba [11][15]

每经AI快讯，昆仑万维（SZ 300418，收盘价：41.1元）12月8日晚间发布公告称，公司第五届第三十五 次董事会会议于2025年12月8日以通讯方式召开。会议审议了《关于公司向银行申请授信的议案》等文 件。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 曾健辉） 2025年1至6月份，昆仑万维的营业收入构成为：互联网收入占比99.14%，其他业务占比0.86%。 截至发稿，昆仑万维市值为516亿元。 ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 证券代码：300418 证券简称：昆仑万维 公告编号：2025-079 昆仑万维科技股份有限公司 关于控股子公司使用公司银行授信额度 并由公司提供担保的公告 昆仑万维科技股份有限公司（以下简称"公司"）于 2025 年 12 月 8 日召开 了第五届董事会第三十五次会议，审议通过了《关于控股子公司使用公司银行授 信额度并由公司提供担保的议案》，现将有关情况公告如下： 一、担保概述 因经营发展需要，公司同意控股子公司北京天工智力科技有限公司（以下简 称"天工智力"）使用公司在中国民生银行股份有限公司北京分行的信融 e 额度， 公司对天工智力所使用的授信额度提供连带责任担保，对天工智力应付未付款项 承担无条件付款责任。上述额度不超过 5,000 万元人民币，具体授信额度以银行 批复为准，使用期限 1 年。 根据《深圳证券交易所创业板股票上市规则》等有关规定，本次交易在董事 会审议通过后，还需经公司股东会审议通过后方可实施。 二、担保对象基本情况 本次担保对象为公司的控股子公司，具体情况如下： 公司名称：北京天工智力科 ...