8月7日，A股三大指数走势分化，沪指四连阳，盘中最高上探3645.12点，续刷阶段新高，创业板指、深 证成指收跌，两市成交额1.83万亿元，环比放量。 | 序号 代码 名称 | 两日图 现价 涨跌 涨跌幅 ▼ | | --- | --- | | 1 159876 有色龙头ETF > ~~~ 0.664 0.010 1.53% | | | 2 159707 地产ETF | -0.640 0.008 1.27% | | 3 515260 电子ETF | 0.975 0.006 0.62% | | 4 512800 银行ETF | brund 0.874 0.004 0.46% | | 5 512170 医疗ETF | 2. Am 0.369 0.001 0.27% | 盘面热点杂乱，全球贸易波动加剧，特朗普表示美国将对芯片和半导体征收约100%的关税，半导体、 消费电子联袂走强，电子ETF（515260）场内价格一度上涨1.8%。 地产午后拉升，代表A股龙头地产行情的地产ETF（159707）场内收涨逾1%。上海宣布明年将启动城中 村整体改造项目，2027年全面完成小梁薄板房屋改造，继续开展老旧小区改造。 银行延 ...

Group 1 - Company Wankang Technology has collaborated with Shenzhen Broadcasting Film and Television Group to launch an AI-generated promotional video for Shenzhen's intangible cultural heritage, showcasing the "Shenzhen Shatoujiao Fish Lantern Dance" [1] - The video highlights the transformation of Shenzhen over 45 years and serves as a benchmark case for AI video empowerment in cultural creativity [1] - Following the video release, Wankang Technology initiated the "Drawing Dreams into Lights: Illuminating Intangible Heritage" AI challenge, encouraging creators to produce fish lantern-themed images or videos using the Wankang Tianmu AI App [1] Group 2 - Wankang Technology has been rooted in Shenzhen for over 20 years, focusing on intelligent audio and video creation while enhancing AI model and product innovation [2] - The company has launched the Wankang Tianmu 2.0 and introduced two new native application products based on this model [2] - Wankang Technology also released its first AI Agent product, Wankang Chaomei Agent, which streamlines the entire audio and video creation process from storyboard planning to final publication [2]

证券代码：300624 证券简称：万兴科技 公告编号：2025-051 证券代码：300624 证券简称：万兴科技 公告编号：2025-051 第二次回购公司股份方案：2025 年 4 月 25 日，公司召开第四届董事会第二 十四次会议，审议通过《关于回购公司股份方案的议案》，同意公司使用自有资 金和自筹资金以集中竞价方式回购公司部分股份，回购股份的资金总额不低于人 民币 2,500 万元（含）且不超过人民币 5,000 万元（含），回购股份用途用于员 工持股计划或股权激励计划。截至 2025 年 7 月 31 日，公司通过回购专用证券账 户以集中竞价交易方式回购公司股份 254,000 股，约占公司总股本的 0.13%。回 购股份最高成交价为 58.99 元/股，最低成交价为 57.61 元/股，成交总金额为 14,905,839.50 元（不含交易费用），本次回购公司股份方案尚未实施完毕。 万兴科技集团股份有限公司 关于2025年第二期员工持股计划进展暨非交易过户完成的 公告 | | | 万兴科技集团股份有限公司（以下简称"公司"）于 2025 年 7 月 21 日召开 2025 年第二次临时股东会，批准 ...

Group 1: Core Insights - The market may still underestimate the leadership of AI creativity, as highlighted by the successful IPO of Figma, which reached a market valuation of $56.3 billion, making it the highest-valued software IPO since 2021 [3][4] - The report emphasizes that Wanjing Technology has made significant strides in AI collaboration, with its subsidiary focusing on integrated solutions in the AI collaboration space, launching several creative design software products [4][5] Group 2: Company Performance - Wanjing Technology's revenue for 2024 is projected to be 1.44 billion yuan, with AI-native application revenue approximately 67 million yuan, reflecting a year-on-year doubling in growth [5][6] - The company has seen a more than 20% increase in paid users for video creativity, with its Filmora V14 upgrade introducing numerous innovative features [5] - The AI marketing short video creation tool, Virbo, has experienced a revenue increase of about 2 times, indicating the growing commercial potential of AI products [6][7] Group 3: Product Development - The launch of Wanjing Tianmu Multimedia Model 2.0 has resulted in an average performance improvement of 90% compared to its predecessor, enhancing capabilities in video and audio generation [8] - Wanjing Technology's product line in digital creative software is comprehensive, with a user base exceeding 1.5 billion globally, covering over 200 countries and regions [8] Group 4: Financial Projections - Revenue forecasts for Wanjing Technology are set at 1.672 billion yuan, 1.999 billion yuan, and 2.448 billion yuan for 2025, 2026, and 2027 respectively, with net profits projected at 90 million yuan, 148 million yuan, and 240 million yuan [9]

Group 1 - AIGC software company Wanxing Technology (300624.SZ) has accelerated its Agent layout by launching its first AI Agent product, Wanxing Chaomei Agent, which aims to create a full-link audio and video AI intelligent body [1][4] - The product leverages Wanxing Tianmu Multimedia Model 2.0, providing a comprehensive solution for audio and video creation tasks, addressing pain points such as complex operations and multiple software switching [1][2] - Wanxing Chaomei Agent supports various AI functions including intelligent script planning, storyboard breakdown, visual prompts, and voice-over generation, enabling users to create high-quality audio and video content easily [1][2] Group 2 - The Agent is designed for video scenarios, allowing natural language editing commands for dialogue-based editing, and can automatically generate professional scripts and storyboards [2] - It integrates with top models like Wanxing Tianmu 2.0 and DeepSeek, simplifying complex operations and enabling users to create personalized workflows for audio and video production [2][7] - Wanxing Technology has also launched two new applications, the web-based AI video creation platform Wanxing Tianmu Creation Square and the mobile AIGC app, enhancing user experience with low-cost video generation [3][6][8] Group 3 - The launch of Wanxing Chaomei Agent represents Wanxing Technology's commitment to empowering global creators and promoting an era where everyone can be a creator [7] - The company is recognized as one of the most globalized and comprehensive digital creative software firms in China, with a user base exceeding 1.5 billion across over 200 countries and regions [7]

8月6日，截至13时53分，创业板人工智能指数冲高上涨逾1%，成份股方面，东方国信领涨20.02%，恒信东方上涨5.21%，万兴科技上涨 3.74%，新易盛涨超2%。 热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）场内价格上涨1.13%，为连续第三日上涨，成交额达1.28 亿元。 | | | | F9 盘前盘后 盈加 九转 圆线 工具 (2) > | | | 0 52 2 +0.006 +0.96% | | | 创业板人工智能ETF华宝 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.629 | | 159363[创业板人工智能ETF华宇] 13:57 价 | | 1396 | Wi | | | | | 159363 | | | | | | | | SZSE CNY 13:57:18 交易中 | | | | 十八八日 | | 0.626 | | | | 0.56% | 净值走势 | | 华宝创业板人工智能ETF | 世文 | 30.18% 120日 | 15.56% | ...

Investment Rating - The report maintains a "Positive" investment rating for the media industry [5] Core Insights - The report expresses an optimistic outlook on the development of the AI video industry, suggesting that trends may exceed market expectations due to three key factors: extended video duration, lower prices, and content expansion [1][2] - The potential market space for AI video generation is estimated at $41.6 billion, with $3.8 billion from the P-side (content creators) and $39.7 billion from the B-side (content production) [3][17] Summary by Sections Industry Dynamics - Recent advancements in AI video generation technology are expected to enhance content penetration rates, with the possibility of achieving stable 1-minute videos by the end of the year [1] - Cost optimization through technological innovations, such as Kuaishou's Keling and Alibaba's MoE architecture, is anticipated to lower user costs and increase penetration rates [2] Content Expansion - New content formats, such as AI-generated comic dramas and AI-assisted adaptations, are emerging, which will likely expand the overall content market [2] Market Potential - The P-side market includes over 200 million content creators overseas and 160 million in China, with an estimated 35% monthly active user ratio and varying payment penetration rates [9][10] - The B-side market, focusing on content production across various sectors, is projected to reach $198.4 billion, with a 20% AI penetration rate leading to a potential market space of $39.7 billion [13] Investment Recommendations - The report suggests focusing on companies with multi-modal AI applications and overseas expansion strategies, highlighting Kuaishou (01024, Buy), Meitu (01357, Not Rated), Wanjing Technology (300624, Not Rated), and MiniMax (Not Listed) as potential investment targets [4]

Group 1 - The Sora concept (text-to-video) sector experienced a short-term surge on August 6, with significant stock movements [1] - Daheng Technology reached its daily limit increase, while Anhui Technology rose over 10% [1] - Other companies such as Wanjing Technology, Hongsoft Technology, Fengyuzhu, Qunxing Toys, and Kunlun Wanwei also saw increases in their stock prices [1]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，贵公司是否拥有AI原生建站工具技术？ 万兴科技（300624.SZ）8月5日在投资者互动平台表示，目前公司AI原生应用主要系基于音视频多模态 大模型AI能力构建的创意应用，助力全球用户更智能、更高效地进行创意内容创作。 ...

（文章来源：每日经济新闻） 万兴科技（300624.SZ）8月5日在投资者互动平台表示，公司于2023年已与微软签署云服务框架协议并 接入OpenAI大模型能力，双方至今持续保持良好合作。公司始终开放拥抱外部优秀大模型能力，对于 外部最新的AI模型会第一时间进行评估测试，根据业务实际需求视情况选择性接入，致力于以AI赋能 产品用户体验持续提升。 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，据了解万兴科技是微软全球创新合作伙 伴，根据2025年签署的云服务框架协议，享有微软新产品（含GPT-5）的优先测试接入与使用权益，请 问是否属实？ ...