多模态AI板块短线拉升，万兴科技、鼎捷数智涨超10%，立方控股、易点天下、昆仑万维、当虹科技、 值得买等跟涨。 ...

Group 1: Macro and Strategy Insights - The macro view for August indicates a stable policy environment with an upward shift in risk appetite, suggesting that industrial growth will remain a key theme [7] - The strategy outlook highlights an "extension of offensive trends" in the market, with a recommendation to maintain positions and selectively increase holdings as the A-share market shows a bullish trend [8] - The quantitative perspective suggests breaking the deflationary spiral, with expectations for a cyclical upswing in the market [9] Group 2: Selected Stocks for August - The selected stocks for August include China Pacific Insurance (non-bank), China Shipbuilding Industry (military), Shanghai Yanpu (large manufacturing), Weilan Lithium (electric new energy), Wanjun Technology (computer), Guomai Culture (media), Baiwei Storage (consumer electronics), Huaxi Nonferrous Metals (non-ferrous), Sun Paper (light industry), and Tigermed (pharmaceutical) [11] - China Pacific Insurance is positioned as a leading insurance company with a strong background, expected to benefit from its transformation and increase in new business value [12] - China Shipbuilding Industry is identified as a leader in naval defense, benefiting from advancements in deep-sea technology and a growing market for underwater monitoring systems [17] - Shanghai Yanpu is noted for its potential in the seating market, with a platform transformation expected to enhance performance and market share [20] - Weilan Lithium is recognized for its robust main business and potential for valuation upgrades due to new product developments [25] - Wanjun Technology is highlighted for its long-standing expertise in creative software, with AI product commercialization expected to accelerate growth [28] - Guomai Culture is anticipated to benefit from the release of its animated film "The Stars of the Three Kingdoms," which is expected to drive revenue [32] - Baiwei Storage is positioned to benefit from the upward cycle in the storage industry, with a focus on advanced packaging technology [38] - Huaxi Nonferrous Metals is expected to see price increases in tin and antimony, driven by strong demand and limited supply [43] - Sun Paper is projected to benefit from industry stabilization and cost advantages from its integrated operations [50] - Tigermed is positioned to gain from the growing demand for clinical CRO services as the innovative drug sector expands [55]

Core Insights - Figma, a creative design software company, went public on July 31, with an initial share price of $33, closing at $115.5 on its first day, marking a 250% increase and a market capitalization exceeding $56.3 billion, highlighting the growing interest in AI design collaboration [1] - Wankang Technology, known for its "Chinese version of Figma," Pixso, holds nearly 15% equity in the company behind Pixso, Bosi Cloud Innovation, indicating a strategic partnership focused on technology empowerment and resource support [1][2] Company Overview - Wankang Technology is recognized as one of the most globalized and comprehensive digital creative software companies in China, with operations in over 200 countries and regions, and a user base exceeding 1.5 billion [3] - The company has developed a range of products, including Wankang Tianmu multimedia model and various AI-enabled tools, positioning itself as the "Chinese version of Adobe" [3] Product Development - Pixso is the first integrated design collaboration platform in China, capable of replacing Figma, Sketch, Adobe XD, and Axure, and gained significant attention after Figma ceased support for Chinese enterprises in 2022 [2] - Wankang Technology also launched the Wankang Whiteboard, enhancing online collaborative design capabilities, and holds a 22% stake in Beijing Modao Keshishi, which offers advanced prototyping and collaboration tools [2]

Group 1 - Figma officially listed on the New York Stock Exchange on July 31, with an initial price of $33 per share, closing at $115.5, a 250% increase, and a market capitalization exceeding $56.3 billion, highlighting the focus on AI design collaboration in the tech IPO landscape for 2025 [1] - Wanxing Technology, a leading digital creative software company in China, holds nearly 15% equity in Bosiyun Chuang, the company behind "Chinese version of Figma," Pixso, establishing a deep collaboration through "technology empowerment + resource support" [1][2] - Bosiyun Chuang, founded in 2021, has received nearly 100 million yuan in Pre-A round financing and subsequent A round financing, focusing on the AI collaborative office sector with products like Pixso and boardmix [1][2] Group 2 - Pixso is the first integrated design collaboration platform in China, comparable to Figma, and offers comprehensive product design delivery capabilities, rapidly gaining attention after Figma ceased supply to Chinese enterprises in 2022 [2] - Wanxing Technology also launched the online collaboration whiteboard product, Wanxing Huaban, which integrates various creative expression tools for brainstorming and project planning [2] - Wanxing Technology is one of the most globalized companies in the digital creative software sector in China, with operations in over 200 countries and regions, and a cumulative user base exceeding 1.5 billion [3]

Core Insights - The SuperCLUE platform released a new ranking of generative video models, with Wanxing Technology's Pangu-T2V model ranking fourth in China, surpassing OpenAI's Sora in overall score [1][6]. Group 1: Model Performance - Pangu-T2V achieved fourth place in the SuperCLUE-T2V benchmark across various categories, including general capability, video quality rendering, element construction, and dynamic shaping [1][5]. - The model is positioned in the "Excellence Leader" quadrant of the SuperCLUE-T2V video model quadrant, indicating its leading capabilities in general and application-specific performance [1][6]. Group 2: Technological Advancements - Wanxing Technology launched the Wanxing Tianmu Multimedia Model 2.0, which shows a 90% performance improvement over its predecessor, enhancing capabilities in professional camera work, multi-layered audio effects, and intelligent frame transitions [7][9]. - The new model is built on a vast dataset, enabling deep understanding across multiple modalities [7]. Group 3: Strategic Collaborations - Wanxing Technology has partnered with Huawei Cloud to establish an "AI Video Model Laboratory," aiming to explore innovations in large models and AI applications in digital creative scenarios [9][10]. - The collaboration leverages Wanxing's strengths in audio-visual models and Huawei's cloud infrastructure to drive technological and application innovations [10]. Group 4: Market Positioning - Wanxing Technology is recognized as a leading player in the digital creative software sector, with a global user base exceeding 1.5 billion across over 200 countries, often referred to as the "Chinese version of Adobe" [10]. - The company aims to continuously upgrade its model capabilities and provide innovative AI audio-visual solutions to enhance diverse creative scenarios [10].

Core Insights - Wankang Technology's multimedia model 2.0, based on Huawei's Pangu-T2V, ranks fourth in China's large model evaluation for video generation according to SuperCLUE's July report [1][2] - The Pangu-T2V model excels in general capabilities and application scenarios, demonstrating industry-leading performance in video quality rendering and dynamic shaping [1][2] - The model's performance has improved by an average of 90% compared to its predecessor, showcasing advancements in multi-layered audio effects and intelligent frame transitions [2] Company Developments - Wankang Technology launched the AIGC video creation platform, providing a comprehensive solution for global creators, alongside the introduction of the Wankang Creation Engine for developers and enterprises [2] - The company has established an "AI Video Large Model Laboratory" in collaboration with Huawei Cloud to explore innovations in large models and AI applications in digital creative scenarios [3] - Wankang Technology operates in over 200 countries and regions, with a user base exceeding 1.5 billion, positioning itself as a significant player in the digital creative software sector [3]

Core Insights - SuperCLUE released the "Global Ranking of Text-to-Video Large Models" on July 29, highlighting that Wanxing Technology's multimedia large model 2.0, Wanxing Tianmu, ranks fourth domestically in capabilities compared to Huawei's Pangu-T2V model [1] - On the same day, Wanxing Technology and Huawei Cloud held a ceremony to unveil the "AI Video Large Model Laboratory," aiming to integrate technology and resources to explore innovations in large models and the deep application of AI in digital creative scenarios [1] Company Summary - Wanxing Technology's multimedia large model 2.0, Wanxing Tianmu, has achieved a significant ranking in the domestic market, indicating its competitive position in the industry [1] - The collaboration with Huawei Cloud through the establishment of the AI Video Large Model Laboratory signifies a strategic partnership focused on advancing AI technology and its applications in creative industries [1] Industry Summary - The release of the global ranking by SuperCLUE reflects the growing importance and competition in the field of large models, particularly in the context of AI-driven video content creation [1] - The partnership between Wanxing Technology and Huawei Cloud may lead to innovative developments in AI applications, potentially influencing the digital creative landscape [1]

Group 1 - The core viewpoint of the article is that Wanxing Technology (300624) clarified its business focus on digital creative software products and services, explicitly stating that it does not engage in battery production or sales [1] Group 2 - The company responded to investor inquiries on its interactive platform, emphasizing its commitment to its primary business area [1]

沪指7月30日上涨0.17%，申万所属行业中，今日上涨的有14个，涨幅居前的行业为钢铁、石油石化， 涨幅分别为2.05%、1.84%。跌幅居前的行业为电力设备、计算机，跌幅分别为2.22%、1.59%。计算机 行业位居今日跌幅榜第二。 资金面上看，两市主力资金全天净流出666.55亿元，今日有7个行业主力资金净流入，银行行业主力资 金净流入规模居首，该行业今日上涨0.63%，全天净流入资金11.36亿元，其次是传媒行业，日涨幅为 0.99%，净流入资金为10.29亿元。 主力资金净流出的行业有24个，计算机行业主力资金净流出规模居首，全天净流出资金104.72亿元，其 次是电子行业，净流出资金为82.71亿元，净流出资金较多的还有电力设备、有色金属、非银金融等行 业。 300264 佳创视讯 3.05 12.79 1577.47 计算机行业今日下跌1.59%，全天主力资金净流出104.72亿元，该行业所属的个股共335只，今日上涨的 有48只；下跌的有283只。以资金流向数据进行统计，该行业资金净流入的个股有68只，其中，净流入 资金超5000万元的有6只，净流入资金居首的是卫宁健康，今日净流入资金2.03亿 ...

（文章来源：每日经济新闻） 万兴科技（300624.SZ）7月30日在投资者互动平台表示，公司主业为数字创意软件产品的销售与服务， 不涉及互联网金融业务。 每经AI快讯，有投资者在投资者互动平台提问：董秘您好；请问贵公司产品有哪些可以应用于互联网 金融、数字货币及跨境支付等领域？ ...