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AI原生应用收入超200%增长 万兴科技跑步进入AI增长周期
Ge Long Hui· 2025-09-08 01:29
当全球科技巨头纷纷押注AI、争夺下一代技术制高点时,一家深耕数字创意软件领域的上市公司,正凭借清晰的AI商业化路径走入聚光灯下。 近期,AIGC软件A股上市公司万兴科技(300624.SZ)发布2025年中期财报,上半年实现总营收7.6亿元,同比增长7.77%。 随着AI大模型技术逐步成熟,AI正在从技术概念加速走向产业落地。从自研音视频大模型的迭代、全球多模型能力的整合,到AIGC视频创作平台与AI Agent产品的推出,万兴科技正在系统性地构建AI时代的技术-产品-商业化闭环,而在政策与市场的双轮驱动之下,其全球化布局和产品矩阵正迎来新的 爆发周期。 其中,移动端收入同比增100%;AI原生应用实现收入超6000万元,付费用户数和收入同比增速均达两倍,占公司软件业务总体收入超过8%,初具规模且增 长迅猛。 双模驱动产品创新,构筑增长"护城河" 2025年上半年,全球AI产业迎来关键拐点。CB Insights《2025年Q2全球人工智能报告》指出,AI已经从"狂飙"进入"深耕"阶段,标志着行业进入新一轮发展 周期。随之而来的是产业链价值分布的重构,价值中心正快速从底层(算力基础设施提供商)到提供通用技术能 ...
万兴科技加速鸿蒙布局 旗下AI创意软件率先登陆华为新品
Zheng Quan Ri Bao Wang· 2025-09-05 10:49
Core Insights - Huawei recently held the "Huawei MateXTs Extraordinary Master and All-Scenario New Product Launch" in Shenzhen, where Wankang Technology's creative drawing software, Wankang Mind Map Harmony Version and Wankang Diagram Harmony Version, were showcased [1] - The Wankang Mind Map Harmony Version is the industry's first professional mind mapping software deeply adapted to the HarmonyOS, providing a desktop-level experience on mobile devices to enhance user productivity [1] - Wankang Technology is recognized as a leading player in China's digital creative software sector, often referred to as the "Chinese version of Adobe," with a business presence in over 200 countries and regions [2] Company Developments - Wankang Technology has accelerated its ecosystem layout around HarmonyOS and is deepening its "dual-mode drive" strategy [2] - In June, the company launched the Wankang Tianmu Audio-Video Multimedia Model 2.0 and gradually introduced the web-based creation platform Wankang Tianmu Creation Square and the mobile AIGC application Wankang Tianmu AI App, aiming to provide users with a more accessible, high-quality, and cost-effective creative experience [2]
业界首创PC版绘图软件装入手机 万兴科技旗下鸿蒙版脑图/图示软件登陆华为新品-财经-金融界
Jin Rong Jie· 2025-09-05 07:26
Group 1 - Huawei officially launched the new foldable smartphone Mate XTs, featuring multiple industry-firsts, including the integration of PC version office and drawing software into a mobile device [1] - The AIGC software from Wanxing Technology, including the MindMaster and Diagram software, was showcased at the event, marking the first time such software has been adapted for mobile use [1][3] - The Mate XTs smartphone aims to enhance mobile productivity by providing a desktop-level experience on a portable device, with the return of the Kirin chip after four years [1] Group 2 - Wanxing Technology has accelerated its integration into the HarmonyOS ecosystem, with its products being the first to adapt to the HarmonyOS system [4] - The company has signed a comprehensive cooperation agreement with Huawei to jointly build the HarmonyOS ecosystem, enhancing its product offerings and user experience [4] - Wanxing Technology has launched a new multimedia model and AIGC applications, providing users with cost-effective creative solutions, with AI video generation priced as low as 0.25 yuan per video [4] Group 3 - Wanxing Technology has strengthened its global talent acquisition, attracting graduates from prestigious universities and launching a recruitment drive for 2026, offering high-paying positions [5] - The company is recognized as a leading player in the digital creative software sector in China, with a wide product range and significant global presence, often referred to as the "Chinese version of Adobe" [5]
业界首创PC版绘图软件装入手机 万兴科技旗下鸿蒙版脑图/图示软件登陆华为新品
Zhi Tong Cai Jing· 2025-09-05 06:36
除加速各生态融入,万兴科技近年来深化"双模驱动"战略,于今年6月正式推出万兴天幕音视频多媒体 大模型2.0,并逐步上线Web端创作平台万兴天幕创作广场,及移动端AIGC应用新品万兴天幕AI App, 为全球用户提供更低门槛、更高质量、更高性价比的创作体验,首月AI视频生成单条低至0.25元。 9月4日,华为在深圳举办"华为Mate XTs非凡大师及全场景新品发布会",正式发布新款三折叠手机华为 Mate XTs非凡大师。会上,AIGC软件A股上市公司万兴科技(300624)(300624.SZ)旗下绘图创意软 件万兴脑图鸿蒙版及万兴图示鸿蒙版惊喜亮相,由华为常务董事、终端BG董事长余承东在主题演讲中 特别展示。目前,万兴脑图鸿蒙版及万兴图示鸿蒙版已同步登陆华为全新发布的三折叠手机,这也是业 界首次将PC版脑图软件及PC版图示软件装入手机,加速推进移动办公生产力迈入桌面级专业绘图创意 时代。 伴随业务高速发展,万兴科技近年持续强化全球人才竞争力。2025上半年,万兴科技已吸引剑桥、帝国 理工、清华、复旦等全球高校毕业生加入。公司近期还启动2026届全球校园招聘,开放产品、研发、营 销、设计及职能等多类岗位,预计 ...
业界首创PC版绘图软件装入手机 万兴科技(300624.SZ)旗下鸿蒙版脑图/图示软件登陆华为新品
智通财经网· 2025-09-05 06:27
万兴科技近年来持续加速鸿蒙生态布局,旗下万兴脑图、万兴图示等产品已率先完成与鸿蒙系统适配。今年7月,万兴脑图率先登陆全面搭载鸿蒙操作系统5 的华为平板旗舰新品——HUAWEI MatePad Pro12.2英寸平板;今年6月,万兴科技与华为终端有限公司在华为开发者大会2025(HDC 2025)鸿蒙电脑分论 坛上签订全面合作协议,宣布达成鸿蒙全面合作,共建HarmonyOS生态;今年5月,万兴脑图鸿蒙版作为首款完成鸿蒙电脑适配的思维导图应用,亮相华为 鸿蒙电脑技术与生态沟通会,与鸿蒙电脑深度共创,共同打造"思维管理操作系统",进一步赋能鸿蒙生态用户。 除加速各生态融入,万兴科技近年来深化"双模驱动"战略,于今年6月正式推出万兴天幕音视频多媒体大模型2.0,并逐步上线Web端创作平台万兴天幕创作 广场,及移动端AIGC应用新品万兴天幕AI App,为全球用户提供更低门槛、更高质量、更高性价比的创作体验,首月AI视频生成单条低至0.25元。 伴随业务高速发展,万兴科技近年持续强化全球人才竞争力。2025上半年,万兴科技已吸引剑桥、帝国理工、清华、复旦等全球高校毕业生加入。公司近期 还启动2026届全球校园招聘,开 ...
万兴科技旗下万兴脑图及万兴图示鸿蒙版登陆华为Mate XTs非凡大师
Zhong Guo Zheng Quan Bao· 2025-09-05 04:16
万兴科技近年来持续加速鸿蒙生态布局,旗下万兴脑图、万兴图示等产品已率先完成与鸿蒙系统适配。 今年7月,万兴脑图率先登陆搭载鸿蒙操作系统5的华为平板旗舰新品——HUAWEI MatePad Pro12.2英 寸平板;今年6月,万兴科技与华为终端有限公司在华为开发者大会2025(HDC 2025)鸿蒙电脑分论坛 上签订全面合作协议,宣布达成鸿蒙全面合作,共建HarmonyOS生态;今年5月,万兴脑图鸿蒙版作为 首款完成鸿蒙电脑适配的思维导图应用,亮相华为鸿蒙电脑技术与生态沟通会,与鸿蒙电脑深度共创, 共同打造"思维管理操作系统",进一步赋能鸿蒙生态用户。 中证报中证网讯(王珞)9月4日,华为在深圳举办华为MateXTs非凡大师及全场景新品发布会,发布新 款三折叠手机Mate XTs非凡大师。万兴科技旗下万兴脑图鸿蒙版及万兴图示鸿蒙版已同步登陆华为全新 发布的三折叠手机。 万兴脑图鸿蒙版是深度适配鸿蒙系统的专业思维导图创作软件,在移动端还原了桌面级体验,已上线 AI一键生成思维导图、AI思维导图转PPT等功能;万兴图示鸿蒙版已上线模板"千人千面"个性化推荐, 并持续升级AI智能创作、上新资源库、迭代流程图动画等功能 ...
万兴科技:深圳市博思云创科技有限公司和北京磨刀刻石科技有限公司为公司投资参股的公司
Zheng Quan Ri Bao Wang· 2025-09-04 11:45
证券日报网讯万兴科技(300624)9月4日在互动平台回答投资者提问时表示,深圳市博思云创科技有限 公司(旗下产品包含Pixso)和北京磨刀刻石科技有限公司(旗下产品包含墨刀)为公司投资参股的公司,相 关业务情况请以公开信息为准。 ...
万兴科技董事长吴太兵表示 未来聚焦三大方向
Shen Zhen Shang Bao· 2025-09-03 17:01
【深圳商报讯】(首席记者谢惠茜)近日,AIGC软件A股上市公司万兴科技接受摩根士丹利、中金公 司等49家知名机构调研。万兴科技董事长吴太兵率高管团队出席,就公司2025年上半年在产品、研发及 经营管理等方面取得的成果,向投资者与分析师进行介绍,并对未来发展战略与前景作出展望。 吴太兵指出,未来10年是AI技术与产业深度融合的黄金窗口,AI大模型是新的生产力工具,将推动创 意软件产业全面升级,由功能被动调用转向"主动协作";Agent正推动内容创作从"素材+编辑"的手工作 坊模式,进入到"意图+生成"的自动化时代。万兴科技未来将聚焦三大方向:一是坚持"双模驱动"战 略,持续布局多模态、智能体等下一代先进技术,加快万兴天幕大模型的迭代,并以AI Agent拓宽用户 边界,推动"创意平权";二是坚持多端矩阵化产品战略,全线推进产品移动化和AI化,孵化AI新品;三 是推进AI应用生态共建,持续与全球AI应用产业开放合作,加强软硬件产业联动,共同提升AI创新与 用户体验。 据统计,近1年来,万兴科技共接待168家机构调研,其AI布局受到市场关注。万兴科技上半年实现营 收7.6亿元,同比增长7.77%。 公开资料显示,万 ...
万兴科技董事长吴太兵:坚持“双模驱动”战略 ,持续推动“创意平权”
Sou Hu Cai Jing· 2025-09-03 10:43
Core Insights - AIGC software company Wanjing Technology has been actively engaging with 49 renowned institutions, including Morgan Stanley and CICC, to discuss its achievements and future strategies for 2025 [1] - The company emphasizes that the next decade will be a golden window for the deep integration of AI technology and industry, with AI models serving as new productivity tools [1][4] - Wanjing Technology is focusing on three main directions: a dual-model strategy, a multi-end product strategy, and building an AI application ecosystem [1][2] Group 1 - The company is committed to a "dual-model drive" strategy, focusing on next-generation technologies such as multi-modal and intelligent agents, and aims to enhance user engagement through AI agents [1][4] - Wanjing Technology's mobile product development is based on deep insights into user needs in mobile scenarios, leading to significant user growth and increased commercial potential [2] - The company has seen over 100% year-on-year growth in mobile product revenue, which now accounts for over 20% of software revenue, contributing to overall revenue acceleration [5] Group 2 - The company has introduced new AI-native applications, achieving over 200% year-on-year growth in AI application revenue, with AI server calls exceeding 500 million times [5] - Wanjing Technology is recognized as a leading player in the digital creative software sector in China, with a broad product range and significant global presence, often referred to as the "Chinese version of Adobe" [5] - The management is focused on enhancing organizational efficiency and innovation by embracing AI tools and attracting top talent [4]
万兴科技:累计回购公司股份254000股
Zheng Quan Ri Bao· 2025-09-03 07:39
(文章来源:证券日报) 证券日报网讯 9月2日晚间,万兴科技发布公告称,截至2025年8月31日,公司通过回购专用证券账户以 集中竞价交易方式累计回购公司股份254,000股,约占公司总股本的0.13%。 ...