12月11日，鸿蒙办公产业峰会在武汉举办。会上，华为重磅发布鸿蒙电脑企业版操作系统及新一代鸿蒙 电脑华为擎云HM740，标志着鸿蒙生态加速从消费级向商用级市场迈进。作为鸿蒙生态的重要合作伙 伴，AIGC软件A股上市公司万兴科技（300624.SZ）受邀参会，公司旗下万兴脑图（原亿图脑图 MindMaster）鸿蒙原生版、万兴图示（原亿图图示）鸿蒙原生版、万兴喵影鸿蒙原生版三款产品凭借领 先的AI能力及创新的体验，现场斩获"卓越体验翘楚奖"。此次斩获鸿蒙奖项，代表其创意软件在企业级 市场的领先优势与应用价值再获行业认可。 万兴科技相关负责人表示，"伴随AI浪潮到来，越来越多企业正借助AI创意软件，提升沟通和创作效 率。公司将携手鸿蒙，围绕行业级应用、智能办公等方向拓展更多场景化解决方案，为企业带来更智 慧、更安全的数字化办公体验。"据悉，当前千行百业对数字化转型需求持续提升，IDC预计2027年全 球数字化转型支出将达到近4万亿美元。 面向不断增长的企业数字化转型需求，万兴科技加速拥抱鸿蒙生态，旗下万兴脑图鸿蒙版、万兴图示鸿 蒙版、万兴喵影鸿蒙版已预装鸿蒙电脑；此外，万兴科技还于近期推出万兴PDF鸿蒙版，实现绘 ...

Core Insights - The report emphasizes that the computer industry is driven by model iteration, application breakthroughs, and domestic computing power leadership, with a buy rating for the sector [2][4][17]. Industry Overview - The AI infrastructure sector is transitioning from "testing and trial" to "large-scale rollout in 2026" for domestic AI chip replacements, with a narrowing gap between domestic and international leading models [8][17][26]. - The AI application sector is categorized into three types of companies: those with recognized benchmark clients but in early stages, those with long-term trends but uncertain timelines, and those leveraging AI with reachable inflection points [8][17][19]. - The EDA and R&D software sector is seeing rapid improvement in domestic product capabilities, with mergers and acquisitions expected to accelerate due to policy support [8][17][21]. - In the intelligent driving and robotics sector, the report suggests focusing on competitive chip tracks, overseas expansion, and new autonomous driving opportunities, recommending global AMR leader Geek+ [8][18][21]. - The report notes that traditional trust and innovation directions are facing funding delays, while the release of HarmonyOS PC in 2025 is seen as a catalyst for business growth and technological upgrades [8][18][21]. - The energy information sector is expected to benefit from stable capital expenditures and market reforms, although policy implementation timelines need to be monitored [8][18][21]. Key Companies - In the AI infrastructure sector, recommended companies include Cambricon, Inspur, and Unisoc, with attention to Sugon [8][19]. - For AI applications, notable companies are Jingtaikong, Rainbowsoft, and Kingdee International, with additional focus on Hancloud and Guangyun Technology [8][19][21]. - In the intelligent driving and robotics sector, key players include Geek+, Black Sesame Intelligence, and Rui Ming Technology, with recommendations to monitor Desay SV and SOTER [8][19][21]. - In the EDA and R&D software sector, companies like GigaDevice, Gexin Electronics, and BGI are highlighted, with attention to Zhongkong Technology and Haocen Software [8][19][21]. - For trust and innovation, recommended companies include Kingsoft and Softcom, with additional focus on Taiji Co. and China Software International [8][19][21]. - In the energy information sector, notable companies are Guoneng Rixin and Longxin Group, with attention to State Grid Information and South Grid Digital [8][19][22].

近日，AIGC软件A股上市公司万兴科技（300624）(300624.SZ)重磅宣布，旗下全球领先的视频创意软 件Wondershare Filmora，已实现文生视频及图生视频功能与OpenAI Sora 2模型及Google Veo 3.1模型能力 的深度融合，引领AI视频创意浪潮，旨在让用户一站式尽享高效智能的创作体验。用户在使用AI生成 视频时，可以根据不同的创作需求，灵活选择更适合的模型。通过持续聚合全球顶尖AI技术资源，万 兴科技正加速推进更多元化、更智能化的AI视频生成能力进程，深度赋能全球用户的数字创意表达。 据悉，Sora 2模型擅长生成高度逼真的视频，在模拟真实物理世界、保持复杂场景连贯性与细节呈现方 面表现卓越，尤其适合创作电影感短片及模拟现实场景。Veo 3.1模型则在视觉艺术表现、创意镜头语 言及特定风格化渲染上具备显著优势，为广告、动画及艺术类内容创作开辟了新路径。用户现可根据视 频主题与预期风格，在两大顶级模型间自由切换，一站式完成从灵感到视觉成片的探索。 Wondershare Filmora致力于以AI赋能创作，为不同层次和需求的创作者提供更强大的工具支撑，全球累 计活跃用户 ...

智通财经APP获悉，近日，AIGC软件A股上市公司万兴科技(300624.SZ)重磅宣布，旗下全球领先的视频创意软件Wondershare Filmora，已实现文生视频及图 生视频功能与OpenAI Sora 2模型及Google Veo 3.1模型能力的深度融合，引领AI视频创意浪潮，旨在让用户一站式尽享高效智能的创作体验。用户在使用AI 生成视频时，可以根据不同的创作需求，灵活选择更适合的模型。通过持续聚合全球顶尖AI技术资源，万兴科技正加速推进更多元化、更智能化的AI视频 生成能力进程，深度赋能全球用户的数字创意表达。 据悉，Sora 2模型擅长生成高度逼真的视频，在模拟真实物理世界、保持复杂场景连贯性与细节呈现方面表现卓越，尤其适合创作电影感短片及模拟现实场 景。Veo 3.1模型则在视觉艺术表现、创意镜头语言及特定风格化渲染上具备显著优势，为广告、动画及艺术类内容创作开辟了新路径。用户现可根据视频 主题与预期风格，在两大顶级模型间自由切换，一站式完成从灵感到视觉成片的探索。 当前，AIGC产业正从技术竞争走向场景落地与生态共建。据行业预测，2030年全球90%的数字内容将由AI生成，至2032年生 ...

今年6月份，万兴科技与华为终端达成鸿蒙全面合作，共建HarmonyOS生态。据悉，双方不仅共同推动 鸿蒙智能化的移动开放生态业务发展，还围绕创意设计和办公等生产力场景，携手探索下一代智慧办公 与数字创意体验，同时探索产品商业预装、出海合作、华为零售门店预装展示等领域的深入合作。 除了加速鸿蒙生态融入，万兴科技近年来还深化"双模驱动"战略，持续助力国产AI应用生态建设。 本报讯(记者舒娅疆)12月9日，记者从万兴科技（300624）集团股份有限公司(以下简称"万兴科技")获 悉，该公司深化与鸿蒙生态合作，近日正式发布面向鸿蒙PC系统的文档创意软件万兴PDF鸿蒙原生 版，并同步上架华为应用商店。万兴PDF鸿蒙原生版基于鸿蒙分布式技术架构开发，实现了跨设备无缝 协同编辑、智能文档处理等创新功能，为鸿蒙用户带来专业级PDF从"可用"到"好用"的办公体验升级， 标志着万兴科技在国产操作系统生态适配领域取得重要进展。 此前，万兴科技旗下万兴喵影、万兴脑图、万兴图示等产品已完成鸿蒙系统深度适配。此次万兴PDF鸿 蒙原生版的上线，意味着公司旗下视频、绘图、文档创意产品已全面融入鸿蒙生态。 ...

智通财经APP获悉，近日，AIGC软件A股上市公司万兴科技(300624.SZ)宣布，旗下面向海外市场的视频创意明星产品Wondershare Filmora正式接入谷歌新一 代图像生成与编辑模型Nano Banana Pro。这是继Wondershare SelfyzAI、Wondershare Media.io之后，万兴科技旗下又一款接入该模型的创意软件产品。通过 持续引入业界前沿技术，万兴科技正推动创意平权，赋能全球用户更智能、更高效的视觉内容创作。 谷歌Nano Banana Pro模型基于Gemini 3 Pro架构打造，具备强大的推理能力、丰富的世界知识与实时信息处理机制，能够精准理解用户创作意图，生成兼具 美观度与实用性的"摄影棚级"图像，极大拓展了生成式AI在真实创意场景中的应用空间。 此次接入Nano Banana Pro后，Wondershare Filmora产品内置的文生图功能实现全方位提升，不仅支持无损画质输出，出图速度快、比例切换灵活，更在图像 细节、语义理解与文字渲染方面表现卓越。用户可通过自然语言指令，实现对画面中任意元素的像素级控制，精准生成符合专业创作需求的高质量视觉素 材 ...

Group 1 - The core viewpoint of the articles indicates that from December 1 to December 7, brokerages provided target prices for listed companies a total of 79 times, with notable increases in target prices for Wanrun New Energy, Inspur Information, and Wanyi Technology, showing increases of 83.49%, 63.08%, and 61.39% respectively, belonging to the battery, computer equipment, and general equipment industries [1] - A total of 183 listed companies received brokerage recommendations during the same period, with Yongtai Energy, Jereh Holdings, and BYD each receiving 5 recommendations [2] - In terms of rating upgrades, Western Securities raised the rating of China Resources Sanjiu from "Hold" to "Buy" during this period [3] Group 2 - Regarding rating downgrades, Zhongtai Securities lowered the rating of Wanxing Technology from "Buy" to "Hold" [4] - There were 53 instances of first-time coverage by brokerages, with New Jinlu receiving an "Accumulate" rating from Zhongyou Securities, Yongzhen Co. receiving a "Buy" rating from Aijian Securities, Hangyang Co. receiving an "Accumulate" rating from Dongwu Securities, Jiemai Technology receiving a "Buy" rating from Guosheng Securities, and Yutong Optical receiving a "Buy" rating from Western Securities [4]

技术突破层面，今年6月，万兴科技与华为云联合成立"AI视频大模型实验室"，并发布万兴天幕音视频 多媒体大模型2.0。该大模型依托百亿级数据沉淀，相比1.0版本性能平均提升约90%，在专业级运镜、 多层次立体音效生成、首尾帧智能补齐过渡等方面表现突出；其海外版Wondershare ToMoviee 2.0 AI在 VBench-2.0文生视频评测中跻身全球前三，摄像机运动与运动合理性两项关键指标位居全球第一。 生态建设层面，万兴科技已牵手微软、英伟达、华为等企业，加速构建AI应用创新生态。万兴科技近 期报告显示，其前三季度AI服务器调用量已突破 8亿次，用户对产品AI功能的使用热度持续攀升。 吴太兵表示，AI赋能下的创作者经济已成为值得关注并充满潜力的赛道。万兴科技将持续赋能创作 者，通过产品创新、技术突破与生态建设，推动数字创意从专业领域走向大众，以AI普惠赋能全球创 作者。 产品创新层面，万兴科技率先布局AIGC赛道，坚定以AI技术驱动产品创新，旗下已推出万兴喵影、万 兴优转、Wondershare SelfyzAI等视频创意软件，万兴图示、万兴脑图等绘图创意软件，以及万兴PDF等 文档创意软件。其中，万 ...

Group 1 - The core product Wondershare Filmora from Wankey Technology has integrated with Google's new image generation and editing model Nano Banana Pro, enhancing its capabilities for video content creation [1][2] - The integration of Nano Banana Pro significantly improves the text-to-image functionality within Wondershare Filmora, providing a solid foundation for video pre-production and workflows involving "images + videos," particularly in short video creation, AI dramas, film editing, marketing, and social media content production [1] - Wondershare Filmora has over 400 million active users globally, positioning itself as a leader in the AI audio and video sector, and the integration is a key step in Wankey Technology's strategy to promote AI-driven video creativity [2] Group 2 - The AIGC industry is transitioning from technological competition to practical applications and ecosystem building, with predictions indicating that by 2030, 90% of digital content will be AI-generated, and the generative AI market could exceed $1.8 trillion by 2032, particularly in image and video content [2] - Wankey Technology is recognized as a major player in China's digital creative software sector, with a broad product range and significant revenue, operating in over 200 countries and regions, and is often referred to as the "Chinese version of Adobe" [2] - The company's overseas revenue has consistently exceeded 90%, reflecting its deepening global presence and commitment to international expansion [2]

Core Insights - The 25th China Private Equity Annual Conference was held in Shenzhen, where the founder and chairman of Wondershare Technology, Wu Taibing, shared insights on the company's overseas expansion, creative software, and AIGC strategies, highlighting the transformative opportunities in the digital creative industry in the AI era [1] Group 1: Company Overview - Wondershare Technology is one of the earliest Chinese software companies to explore international markets, with over 90% of its revenue currently coming from overseas [2] - The company is recognized as a leading player in the digital creative software sector in China, with a broad product range and significant global presence, covering over 200 countries and regions, and boasting more than 2 billion active users [4] Group 2: Industry Trends - The digital creative industry is experiencing significant changes, characterized by three main trends: 1. The video-centric nature of content, with 80% of internet traffic being video, and a future shift towards VR and 3D formats [2] 2. The democratization of content creation, expanding the creator base from 50 million professional designers to nearly 4 billion global creators and 1 billion semi-professional users [2] 3. The online integration of life scenarios, where virtual spaces are becoming central to daily life, blurring the lines between content creation and consumption [2] Group 3: Product Innovation - Wondershare Technology is committed to empowering creators through product innovation, having launched several AI-driven creative software solutions, including Wondershare Filmora, Wondershare UniConverter, and Wondershare SelfyzAI, among others [3] - The newly released Wondershare Filmora 2026 aims to establish a new standard for professional video creation driven by AI technology [3] Group 4: Technological Advancements - In June, Wondershare Technology partnered with Huawei Cloud to establish the "AI Video Large Model Laboratory," releasing the Wondershare Tianmu Multimedia Model 2.0, which boasts a 90% performance improvement over its predecessor [4] - The overseas version, Wondershare ToMoviee 2.0 AI, ranked among the top three globally in the VBench-2.0 video evaluation, achieving first place in key metrics related to camera movement [4] Group 5: Ecosystem Development - The company is actively building an AI application innovation ecosystem through partnerships with major firms like Microsoft, NVIDIA, and Huawei, with AI server calls exceeding 800 million in the first three quarters of the year [4]