中东AI发展浪潮中，中国企业正成为推动区域数字化转型的重要力量。根据阿联酋中国商会发布的 《中资企业在阿联酋发展报告（2023—2024）》，目前有超过6000家中国企业在阿联酋开设公司或办事 处，其业务范围已从过往的能源、港口、建材等传统领域，逐步拓展至金融、信息科技、新能源、电子 商务等新兴赛道，展现出卓越的适应能力和创新活力。 近日，全球顶级科技盛会GITEX GLOBAL 2025在阿联酋迪拜世界贸易中心圆满落幕。本届展会汇聚了 来自180多个国家的6800余家科技企业，集中呈现了人工智能领域的技术突破与商业化成果。在这场被 誉为"全球数字经济发展风向标"的盛会上，包括华为、腾讯云、中国移动、科大讯飞、AIGC软件A股 上市公司万兴科技（300624.SZ）在内的约300家中国科技公司凭借在人工智能、云服务、数字创意等方 面的创新成果引起了广泛关注，充分彰显了中国在全球科技领域上快速崛起的态势。 本届GITEX GLOBAL聚焦人工智能基础设施发展、全球创新加速与人工智能驱动的可持续经济增长等 议题，体现了中东地区加速向AI原生社会转型的决心。展会期间，OpenAI首席执行官Sam Altman与 G ...

本报讯 （记者舒娅疆）近日，AI原生内容创作明星企业LiblibAI（哩布哩布AI）完成由红杉中国、 CMC资本及一战略投资方联合领投的1.3亿美元（约合人民币9.2亿元）B轮融资，创下2025年国内AI应 用领域最大一笔融资纪录，进一步点燃了市场对AI原生内容创作赛道的热情。 AI原生内容创作赛道在近年来持续保持火热态势。不久前，AIGC软件A股上市公司万兴科技 （300624）集团股份有限公司旗下AI原生内容创作平台万兴天幕创作广场，联合深圳广电推出渔业非 遗AI宣传片《AI耀鹏城 鱼灯舞星河》、赋能湖南卫视《中秋之夜》晚会AI视频海报创制等，引发广泛 关注。 据悉，LiblibAI已正式上线2.0版本，新增图像生成、视频生成、视频特效与资产管理等功能，并实现了 业内主流图像与视频模型的接入。万兴天幕创作广场及万兴天幕AI App的AI原生内容创作平台，则融 合文生视频、图生视频、文生图、文生音乐等创新性AIGC功能，为个人创作者和企业用户提供一站式 音视频多媒体创作解决方案。 分析人士认为，AI原生内容创作市场"大有可为"。根据QuestMobile发布的《2025中国移动（600941） 互联网春季报 ...

Core Viewpoint - Wanjing Technology has launched an upgraded version of its integrated mind mapping and knowledge management platform, Wanjing Mind Map (formerly Yitu Mind Map), version V13, which includes new AI capabilities [1] Group 1: Product Features - The desktop and web versions of Wanjing Mind Map V13 have been synchronized and upgraded [1] - The new AI Knowledge Base feature allows users to quickly generate structured notes through a single sentence command [1] - The AI Analysis feature enables webpage parsing, allowing users to upload URLs for summarizing and analyzing content from popular platforms such as WeChat, Zhihu, Xiaohongshu, and Bilibili [1] - Users can perform online searches to generate mind maps and PPTs based on real-time information [1]

万兴天幕双端上新的"子弹时间"特效，可将用户上传的单张静态图片，一键转化为影视级动态视频。同 时，该功能支持用户轻松创作音画结合的视频作品，大幅简化视频创作流程。 面对全球AIGC多模态趋势，万兴科技持续深化"双模驱动"战略，加大自研垂类大模型投入，于今年6月 正式推出万兴天幕音视频多媒体大模型2.0，并已正式上线万兴天幕创作广场及万兴天幕AI App，逐步 构建Web/移动端原生应用矩阵，推动AI视频迈向普惠及真实可控新阶段。 中证报中证网讯（王珞）近日，万兴科技（300624）旗下AIGC视频创作平台万兴天幕创作广场及万兴 天幕AI App持续迭代，同步上线"子弹时间"特效。该特效无需昂贵设备和复杂拍摄，一张图片即可一键 生成炫酷效果，可助力影视、短视频等领域用户以更低成本、更高效率，快速创作影视级作品。 "子弹时间"特效被广泛应用于专业影视制作，其创作耗时费力、难度大、周期长。受限于高成本与复杂 技术，该类视频特效过往多应用于广告、MV、创意活动以及体育赛事转播等专业场景，难在普通用户 中普及。 ...

10月23日，三大指数集体低开，中证计算机主题指数(930651.CSI)上涨0.05%，该指数成分股中，中国 软件上涨超2%，金山办公与润和软件上涨超1%，用友网络上涨近1%。中证沪港深云计算产业指数 (931470.CSI)下跌0.64%，该指数成分股中，润和软件与金山办公上涨超1%，万兴科技上涨近1%。 计算机ETF（159998）开盘回调，截至10月23日，该ETF最新流通份额为27.03亿份，最新流通规模为 28.11亿元。 云计算ETF沪港深（517390）下跌0.64%。截至10月23日，该ETF最新流通份额为2.79亿份，最新流通规 模为4.78亿元。 据21世纪经济报道，10月20日，DeepSeek-AI团队发布《DeepSeek-OCR：Contexts Optical Compression》论文，提出利用视觉模态压缩长文本上下文的新方法。 据智通财经，知情人士透露，人工智能公司Anthropic正与谷歌商谈一项交易，该交易将向Anthropic提 供价值数百亿美元的额外计算能力。 中国通信标准化协会发布消息称，授权中国信息通信研究院云计算与大数据研究所依据《算力互联互通 能力要求 第 ...

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 ...

Core Insights - Wankang Technology's stock price increased by 2.01% on October 20, reaching 67.53 CNY per share, with a total market capitalization of 13.056 billion CNY [1] - The company has seen a year-to-date stock price increase of 6.94%, but has experienced declines of 5.68% over the past five trading days and 8.22% over the past 20 days [1] Financial Performance - For the first half of 2025, Wankang Technology reported a revenue of 760 million CNY, representing a year-on-year growth of 7.77%, while the net profit attributable to shareholders was -52.81 million CNY, a decrease of 315.63% compared to the previous year [2] - The company has distributed a total of 106 million CNY in dividends since its A-share listing, with 15.285 million CNY distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, Wankang Technology had 50,600 shareholders, a decrease of 9.30% from the previous period, with an average of 3,387 circulating shares per shareholder, an increase of 10.25% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 9.6322 million shares, an increase of 1.7218 million shares from the previous period [3]

Core Viewpoint - The multi-modal industry is experiencing rapid iteration this year, with improvements in both lower and upper technical limits, leading to accelerated commercialization and product differentiation among competitors [1][2]. Technology Perspective - In October, major overseas companies like OpenAI and Google updated their video models, enhancing the technical capabilities of the industry. OpenAI's Sora2 shows significant improvements in physical motion realism and narrative capabilities, allowing Pro users to generate 25-second videos, compared to 5-10 seconds for other models. Google’s Veo3.1 has improved audio generation and visual quality [1]. - Domestic companies such as Kuaishou and others have also made advancements in their models, enhancing capabilities in physical laws, visual aesthetics, and consistency [1]. Product Perspective - OpenAI's Sora app has rapidly gained traction, surpassing 3 million users within 10 days of launch, indicating a shift towards C-end user engagement. The product paths for video models are becoming clearer, with OpenAI focusing on narrative-driven content creation for casual users, while Veo and Kuaishou cater to professional content creators [2][3]. Industry Expansion - The use of AI video tools is accelerating in high-difficulty content production areas such as films and TV series. The first AIGC war film, "Take Me to Fly," has achieved significant success, indicating the potential for AI video technology to enhance commercial operations [3]. - The application of Sora is expected to further commercialize C-end user engagement through advertising and IP sharing, contributing to the overall growth of the multi-modal industry [3]. Investment Recommendations - The report emphasizes the importance of vertical multi-modal AI application opportunities, highlighting the potential for technological breakthroughs and cost optimization to drive user growth and commercialization. Companies with international multi-modal AI applications are expected to see faster growth [4]. - Specific companies to watch include Kuaishou, Meitu, and Wanxing Technology, with recommendations to monitor major players like Alibaba and Tencent for their practical application developments [4].