Core Insights - The company, Wanxing Technology, has launched new features on its AIGC video creation platform, including the "Bullet Time" effect, aimed at enhancing productivity for professional creators [1] - Wanxing Technology is deepening its "dual-mode drive" strategy, focusing on self-developed vertical large models and has introduced the Wanxing Tianmu multimedia model 2.0 [2] Group 1 - Wanxing Technology's AIGC video creation platform, Wanxing Tianmu, has introduced the "Bullet Time" effect, enabling users to create high-quality video content more efficiently and at a lower cost [1] - The platform has also added features like AI batch generation and various creative effect templates, allowing users to produce content without needing advanced post-production skills [1] - Wanxing Technology operates in over 200 countries and regions, with a diverse product portfolio including popular products like Wanxing Miaoying and Wondershare Selfyz AI [1] Group 2 - The company has accelerated its AI commercialization process, with over 500 million AI server calls and AI-native application revenue exceeding 60 million yuan in the first half of the year [2] - The number of paid users and revenue has more than doubled year-on-year, indicating strong growth in its AI business [2] - Wanxing Technology has initiated a global campus recruitment drive for 2026, offering competitive salaries for R&D positions, with top performers potentially earning over one million yuan in their first year [2]

Core Insights - AIGC software company Wanxing Technology (300624.SZ) has launched the "Sweeping Leg Dance" AI video effect on its AI video creation platform, Wanxing Tianmu Creation Square, and the mobile app, enabling users to create engaging dance videos from static images [1][3] - The global AI market in social media is projected to grow at a compound annual growth rate of 33.28% from 2024 to 2030, indicating a rising demand for AI-driven content creation and interaction [3] - Wanxing Technology aims to enhance product innovation and provide a rich set of AI creative tools to empower new-generation creators, facilitating a more accessible and efficient creative experience [4][5] Company Overview - Wanxing Technology is a leading A-share listed company in China's digital creative software sector, with a broad product range and significant revenue scale, operating in over 200 countries and regions, and boasting over 2 billion active users [3][4] - The company has introduced various fun video effects on its platform, such as "Magic Guardian" and "Embrace Your Childhood Self," which have sparked a wave of user-generated content on social media [3][4] - In the first half of 2025, Wanxing Technology reported a revenue of 760 million yuan, a year-on-year increase of 7.77%, with AI server calls exceeding 500 million, reflecting a growth of over 200% [4] Talent Acquisition - To strengthen its long-term competitive edge in AI products, Wanxing Technology has initiated a global campus recruitment drive for the 2026 class, offering competitive salaries and targeting young talent in various fields [5] - The average annual salary for new graduates is set at 500,000 yuan, with top R&D talent potentially earning up to 1 million yuan in their first year [5]

作为中国数字创意软件领域产品覆盖面广、营收体量大、全球化程度高的A股上市公司，万兴科技业务已覆盖200 多个国家和地区，累计活跃用户突破20亿，旗下已打造万兴天幕AI App、万兴天幕创作广场、ToMoviee AI等大模 型原生应用矩阵，以及万兴喵影、万兴播爆、万兴PDF等数字创意软件。 据悉，湖南名企此次组团引才，吸引了众多在陕高校学子的关注，推介会现场人气爆棚。作为此次招聘会中AI领 域的代表企业，万兴科技今年重磅推出"校招生百万年薪"计划，加码全球引才，应届生平均年薪可达50万元，研 发岗位首年年薪最高可达百万。"我们正面向全球，用百万年薪招募顶尖青年人才！ "万兴科技副总裁张铮在招聘 现场的引才邀约，引发全场关注。他表示，希望借力湖南省的引才政策，将AI、大数据等领域的优秀人才引入长 沙，共同开拓全球AI市场。"诚邀大家来湖南，拿一线城市高薪，住长沙宜居房子，干全球AI事业。" 活动现场，陕西学子对万兴科技引才行动反响热烈。万兴科技校园招聘负责人透露，现场招聘效果超预期，收到 100余份优质简历，其中不乏来自西安交通大学等顶尖高校的优秀学子。"西安高校学子的专业能力与实践经验与 公司全球化业务需求高 ...

今年以来万兴科技已经1次登上龙虎榜，最近一次登上龙虎榜为2月5日，当日龙虎榜净买入9683.60万 元；买入总计4.03亿元 ，占总成交额比14.59%；卖出总计3.06亿元 ，占总成交额比11.08%。 资料显示，万兴科技集团股份有限公司位于广东省深圳市南山区粤海街道海天二路软件产业基地5栋D 座10楼,香港湾仔皇后大道东248号大新金融中心40楼，成立日期2003年9月28日，上市日期2018年1月18 日，公司主营业务涉及视频创意、绘图创意、文档创意、实用工具类软件产品与服务的设计、研发、销 售和运营。主营业务收入构成为：视频创意类67.43%，实用工具类19.03%，文档创意类7.34%，绘图创 意类5.82%，其他0.38%。 10月20日，万兴科技盘中上涨2.01%，截至09:35，报67.53元/股，成交4225.82万元，换手率0.37%，总 市值130.56亿元。 资金流向方面，主力资金净流入95.00万元，特大单买入127.06万元，占比3.01%，卖出255.31万元，占 比6.04%；大单买入867.40万元，占比20.53%，卖出644.16万元，占比15.24%。 万兴科技今年以来 ...

智通财经APP获悉，东方证券发布研报称，今年来多模态行业迭代势头迅猛，技术上底模上下限能力均 有提升，作用于产品和商业化落地。竞争激烈的同时产品路径呈现出分化态势，如谷歌Veo系列和快手 可灵系列更专注专业内容创作者、Sora则更偏重C端用户，不同产品路线演绎下对应商业应用均有加速 趋势，B端向制作难度更高的内容领域渗透、C端产品商业模式后续落地，共同作用于多模态行业整体 规模扩容向上提速。该行认为应重视垂类多模态AI应用机会，看好技术突破、成本优化带来产业趋势 加速发展，带动用户增长、付费渗透和商业化再上台阶。 东方证券主要观点如下： 技术层面，10月海外厂商模型相继迭代，今年来行业的技术下限、上限同步提升。 海外主要厂商来看，10月OpenAI和Google陆续更新视频模型，其中：①OpenAI的Sora2相较前代模型进 步显著，物理运动规律和画面真实感大幅提升，差异化亮点在于分镜能力和叙事性达到SOTA，且对多 语种内容的产出支持最好，时长上也实现突破(Pro用户可生成25秒视频，vs其他模型5~10秒);②Google Veo3.1则是小版本迭代，音频生成效果、画面质感较前代模型进一步提升，且开始具备 ...

Investment Rating - The industry investment rating is "Positive" and is maintained [5] Core Viewpoints - The multi-modal industry is experiencing rapid iteration this year, with improvements in both lower and upper limits of technology, impacting product and commercialization [2] - There is a trend of product path differentiation, with companies like Google and Kuaishou focusing on different user segments, leading to accelerated commercial applications [2] - The industry is expected to expand significantly due to increased user growth, payment penetration, and commercialization [3] Summary by Sections Industry Overview - The multi-modal technology sector is seeing significant advancements, with major players like OpenAI and Google updating their video models, enhancing capabilities in narrative and visual quality [7] - The introduction of OpenAI's Sora app has rapidly increased user engagement, indicating a shift towards consumer-oriented applications [7] Investment Recommendations - Emphasis is placed on vertical multi-modal AI application opportunities, particularly those with international expansion strategies, which may experience faster growth [3] - Recommended stocks include Kuaishou-W (01024, Buy), Meitu Inc. (01357, Buy), and Wanjun Technology (300624, Not Rated) [3] - Attention is advised on major companies like Alibaba-W (09988, Buy) and Tencent Holdings (00700, Buy) for their potential revenue growth and valuation restructuring [3]

Core Insights - The 27th China International Software Expo was held from October 15 to 17, focusing on software innovation and industry upgrades in the AI era [1] - Wankong Technology, a representative of domestic software, was awarded the title of "2025 Leading Enterprise in Trustworthy Software" and its product MindMaster won the "Annual Innovative Application Typical Case" award [1][7] Company Developments - Wankong Technology showcased its "New Generation AI Efficiency Solutions" at the expo, featuring intelligent office solutions and content production solutions [2] - The intelligent office solution integrates various software products to enhance organizational communication efficiency and project execution [2][5] - The company has launched a full-stack AI video creation capability, addressing high-frequency needs in marketing and creative sectors [5][7] Industry Trends - The AI-driven "Fourth Industrial Revolution" is rapidly evolving, with significant growth in AI model applications and enterprise penetration [1] - Challenges remain in AI implementation, including insufficient application depth and fragmented business scenarios [1] - The global information technology industry is accelerating, with AI reshaping production methods and knowledge collaboration systems [7] Future Outlook - Wankong Technology plans to continue expanding its AI business in the government and enterprise sectors, focusing on intelligent office and content production solutions [7] - The company is actively recruiting for high-paying positions, indicating a commitment to building AI talent [7]

Core Insights - Wankey Technology held a global campus recruitment open day in Changsha, attracting students from several universities to learn about the company's culture and business development [1][3] - The event is part of Wankey's "Million Annual Salary for Campus Recruits" initiative, allowing students to experience AI applications and participate in immediate interviews [3] - The company aims to recruit global talent with competitive salaries, offering an average annual salary of 500,000 yuan for graduates, with top R&D talent potentially earning up to 1 million yuan in their first year [3] Recruitment Strategy - The open day featured product demonstrations and interactive sessions where students engaged with recruitment leaders and alumni about AI technology and career paths [3] - Wankey Technology's recruitment strategy emphasizes high salaries comparable to Shenzhen while promoting a livable environment in Changsha, aiming to retain local talent [3] - The company has launched its 2026 global recruitment campaign, covering various roles across multiple locations, including Changsha, Shenzhen, Tokyo, and Vancouver, with plans to issue 500 high-quality job offers [3][4] Future Engagement - Interested graduates can find more information and submit applications through Wankey Technology's official website and social media channels [4] - The company plans to continue its recruitment efforts by visiting additional universities, such as Xi'an Jiaotong University, to attract talent [4]

Core Viewpoint - AIGC software company Wondershare Technology (300624.SZ) accelerates AI innovation with the launch of the V12 version of its document creative product, Wondershare PDFelement, integrating advanced AI features to enhance document processing efficiency and security [1][3]. Group 1: Product Features - Wondershare PDFelement V12 incorporates AI technology for breakthroughs in cross-language processing and batch processing, featuring a professional translation mode that covers various industries, ensuring accurate translation of specialized terms [3][4]. - The new version enhances batch processing capabilities with added functions for batch signing and cropping, significantly improving user efficiency [3]. - User interface optimizations include a simplified workspace design and customizable top menu for quick access to frequently used features, along with advanced annotation and measurement tools to streamline workflows [3][4]. Group 2: Company Overview - Wondershare Technology is a leading A-share listed company in China's digital creative software sector, with a broad product range and significant revenue, serving over 200 countries and regions with more than 2 billion active users [4]. - The company has received international recognition for its product innovation, with Wondershare PDFelement being certified by the International PDF Association and awarded "Top 50 Best Office Software" by G2 in 2024 [4]. - The company's AI multimedia model, ToMoviee 2.0, ranks among the top three globally in a recent evaluation, showcasing its competitive edge in the AI landscape [4]. Group 3: Industry Engagement - Wondershare Technology participated in GITEX GLOBAL 2025, the largest global tech AI and startup event, showcasing its upgraded Wondershare PDFelement V12 and other digital creative software products alongside leading tech companies like Microsoft, Google, and NVIDIA [5].

近日，AIGC软件A股上市公司万兴科技(300624.SZ)加速推动产品AI创新落地，旗下文档创意产品万兴 PDF/Wondershare PDFelement 焕新发布V12版本。本次升级以人工智能技术为核心驱动力，全新集成智 能加密、专业翻译、管理控制台等突破性AI功能及批量处理能力，致力于为用户提供更智能、安全、 高效的文档处理体验，标志着万兴科技在智能文档处理领域迈出坚实一步。 此外，基于对用户需求的深入洞察，万兴PDF V12在界面设计和专业功能上进行了优化。框架与界面采 用更简洁的工作区设计，支持用户将常用功能自定义固定至顶部菜单，形成个性化工作流，可快速访 问。专业功能方面，新版本提供更强大的注释摘要、圆形测量、注释库、页面边距及文本转路径功能， 以优化工作流程。目前万兴PDF已覆盖桌面端、移动端和在线端，可满足多场景下的文档创作、编辑、 阅读、翻译、保护等多样化需求。 ( 万兴科技旗下万兴 PDF V12 上线，集成 AI 翻译与智能加密功能 ) 万兴PDF V12深度融合AI技术与文档处理，在跨语言处理与批量处理实现突破。全新上线的专业翻译模 式覆盖医疗、法律、金融、设计、学术、新闻、文学及 ...