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万兴科技:AI漫剧市场在2025年下半年开始进入大规模商业化阶段,行业内仍在探索中
Zheng Quan Ri Bao Wang· 2026-02-02 09:10
Core Viewpoint - The AI comic market is expected to enter a large-scale commercialization phase in the second half of 2025, with ongoing exploration within the industry [1] Group 1: Company Strategy - The company has over 20 years of experience in digital creative software, providing a deep understanding of vertical industry scenarios and how tools can support customer creation needs [1] - The company adopts a "dual-mode drive" strategy, featuring its self-developed Tianmu large model, which offers significant cost advantages in computing power and high performance [1] - The company embraces third-party large models with specific advantages across various fields, allowing for flexible integration of multiple AI models based on different scenario requirements [1] Group 2: Industry Context - Major companies possess strong research and development ecosystems, but the importance of content creation tools like AI comics lies in their deep understanding of vertical industry scenarios [1] - Some large companies are limited to their proprietary models, making it challenging to provide comprehensive one-stop services [1]
万兴科技:万兴剧厂专注于剧集创作这一更复杂的垂直细分领域
Zheng Quan Ri Bao Wang· 2026-02-02 09:10
证券日报网2月2日讯,万兴科技(300624)在接受调研者提问时表示,万兴天幕和万兴超媒主要面向泛 C端单个视频创作、素材生成等更为广泛的创作需求,而万兴剧厂则专注于剧集创作这一更复杂的垂直 细分领域。公司为漫剧创作提供的工具与服务更加专注于解决这一行业中的特定问题,因此面向的客户 群体和产品定位也有所不同。 ...
万兴科技:接受中信证券等投资者调研
Mei Ri Jing Ji Xin Wen· 2026-02-02 01:19
(记者 张喜威) 每经AI快讯,万兴科技发布公告称,2026年2月1日,万兴科技接受中信证券等投资者调研,公司董事 会秘书、副总经理刘江华等参与接待,并回答了投资者提出的问题。 每经头条(nbdtoutiao)——曾卖劳斯莱斯、保时捷等豪车,汽车销售巨头宝利德如今破产清算:杭州 总部已人去楼空,义乌子公司贴上了封条 ...
万兴科技:万兴剧厂可实现单集创作效率提升约8倍、整剧人力成本下降约70%
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-02 01:05
Core Insights - The company, Wanxing Technology, has launched a new AI drama production tool called "Wanxing Drama Factory" which has been internally tested and verified to significantly enhance production efficiency and reduce costs [1] Group 1: Efficiency Improvements - The new tool can increase the creative efficiency of a single episode by approximately 8 times [1] - The overall labor costs for producing a complete drama series can be reduced by around 70% [1] - The computational costs associated with the production have decreased by over 50% [1] Group 2: Comprehensive Solution - The AI tool provides an integrated solution covering the entire production chain, including script creation, asset production, storyboard planning, post-editing, voiceover, and subtitles [1]
万兴科技:采取“双模驱动”战略,自研天幕大模型+灵活接入第三方优质模型
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-02 01:05
Core Viewpoint - The company is implementing a "dual-mode drive" strategy, leveraging its self-developed Tianmu large model which offers significant cost advantages in computing power and high-quality performance while also integrating various third-party large models tailored for specific advantages in different fields [1] Group 1 - The company emphasizes the flexibility to access multiple AI models based on different scenario requirements, providing a one-stop comprehensive service [1]
万兴科技(300624) - 2026年2月1日投资者关系活动记录表
2026-02-02 00:54
万兴科技的入局 AI 漫剧并非单纯的跨界扩展,而是其在数字创意软 件领域 20 多年的深耕基础上的自然延伸。万兴科技在全球拥有超过 20 亿 的累计活跃用户,涵盖了中长视频、短视频、内容营销等多个场景,其中 不少用户已在公司旗下的万兴喵影/Filmora、万兴天幕/ToMoviee 等产品中 进行漫剧创作,形成了一定用户基础。此外,在 AI 领域的持续投入下, 公司具备了领先的技术能力及成本优势。因此,万兴科技的目标是推出一 款专业且可规模化的 AI 漫剧制作工具,从而真正提升漫剧创作效率,降 低成本,并满足市场日益增长的需求。 证券代码:300624 证券简称:万兴科技 万兴科技集团股份有限公司 投资者关系活动记录表 编号:2026-001 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 动类别 | □现场参观 | | 其他 | (在线会议) | | | 中信证券-杨泽原、韩林轩;东方财富证券-李宇轩;中信建投证券-李楚 | | | 涵;长江证券-卢之晗;西部证券-谢忱;德邦证券-王思;天风 ...
万兴科技:2025年净利润预计同比减亏 全年AI调用量超13亿次
Zheng Quan Ri Bao Zhi Sheng· 2026-02-01 09:41
(编辑 郭之宸) 公告显示,2025年,万兴科技AI原生应用及移动端产品收入保持较快增长,持续推动业务结构升级; 桌面端产品底座扎实,整体保持平稳;同时,北京磨刀刻石自2025年起不再纳入万兴科技的合并报表范 围,对当期合并收入规模产生一定影响。在AI投入方面,万兴科技持续聚焦AI垂直领域的技术研发与 产品化应用,围绕核心技术能力加大研发投入,持续夯实产品竞争力。在营销策略方面,万兴科技围绕 多端、多产品持续升级营销体系,推进多语言本地化营销布局,同时持续强化营销效率管理,优化投放 策略和营销渠道,有效加快了AI原生应用及移动端产品的市场渗透。 本报讯 (记者舒娅疆)1月30日晚间,万兴科技集团股份有限公司(以下简称"万兴科技")披露2025年 度业绩预告。2025年,万兴科技的产品矩阵化成果显现,新业务加速成长,全年收入稳步增长;同时, AI投入持续,全年AI服务器调用量超13亿次,同比增长超140%;营销策略加速转型,其销售费用率年 内呈下降趋势,在上述多方因素影响下,万兴科技预计2025年归属于上市公司股东的净利润、扣非后净 利润同比均减亏,业绩总体改善明显。 ...
共拓AI漫剧新蓝海 这两家企业达成合作
Ke Ji Ri Bao· 2026-01-31 09:14
Group 1 - Hangzhou Lingman Kuaichuang Technology Co., Ltd. announced a strategic investment from Wanxing Technology in the tens of millions, aimed at expanding the team, increasing production capacity, securing top screenwriter resources, and enhancing content distribution capabilities [1] - The AI-driven one-stop premium comic drama creation platform "Wanxing Drama Factory," developed by Wanxing Technology, was released for limited public testing, leveraging over 20 years of experience in video creative software [1] - "Wanxing Drama Factory" features capabilities such as 80% efficiency improvement in script adaptation, 50% reduction in asset creation cycle, 8-fold efficiency increase in storyboard creation, 55% average reduction in computing costs, and over 60% reduction in overall AI creation costs for projects [1] Group 2 - Lingman Kuaichuang's founder Zhao Weijun stated that "Wanxing Drama Factory and other products have deeply empowered multiple hit works, injecting new inspiration and over 5 times efficiency into AI comic drama production" [2] - Wanxing Technology's chairman Wu Taibing expressed that the investment in Lingman will serve as a catalyst for deep collaboration with industry players, aiming for a prosperous future in comic dramas and continuous investment in the AI comic drama market [2]
万兴科技千万级战略投资灵漫快创,正式布局AI漫剧产业
Sou Hu Cai Jing· 2026-01-31 06:02
wondershare 万兴科技 驱动的 Al 记者了解到,漫剧又称"动画微短剧",是指将漫画、网文、表情包等图文素材进行视频化再创作的网络视听形态。AI漫剧则特指运用AIGC技术实现剧本、 角色、动态效果及配音等环节自动化或半自动化生产的漫剧形式。 iiMedia Research(艾媒咨询)数据显示,中国动画微短剧市场规模在2025年呈现出爆发式增长,达到189.8亿元,同比激增276.3%,艾媒预期这一增长态势 将延续,2030年市场规模有望突破850亿元。 灵漫快创创始人赵伟均表示,万兴科技旗下万兴剧厂等产品已深度赋能灵漫多部爆款作品,为AI漫剧的制作注入新的灵感和5倍以上提效。灵漫快创将基于 海量真实创作场景,反向推进产品迭代,形成"技术赋能内容-场景反哺技术"的产业闭环。期待与万兴科技共建技术底座、共拓市场空间、共筑生态壁垒, 携手推进AI漫剧行业新发展,打造更多的爆款漫剧作品反馈用户。 公开信息显示,灵漫快创是一家聚焦于高品质内容创作的科技文化创新型企业,致力于通过 AI 技术对漫剧生产流程进行革命性重构。公司深度携手头部发 行与网文IP平台,提供AI漫剧全流程制作方案,构建起"AI技术+产教融 ...
万兴科技:2025年净利同比预增约42%-60%
Xin Lang Cai Jing· 2026-01-30 11:33
1月30日晚,AIGC软件A股上市公司万兴科技(300624.SZ)发布2025年度业绩预告。报告显示,2025 年万兴科技产品矩阵化成果显现,新业务加速成长,全年收入稳步增长;同时,AI投入持续,全年AI 服务器调用量超13亿次,同比增长超140%;营销策略加速转型,公司销售费用率年内呈下降趋势,公 司年度利润显著减亏,预计2025年归属于上市公司股东的净利润同比增长41.88%-60.23%,扣非净利同 比增长16.28%-41.08%,业绩总体改善明显。 根据报告,2025年,万兴科技AI原生应用及移动端产品收入保持较快增长,持续推动公司业务结构升 级;公司桌面端产品底座扎实,整体保持平稳。同时,北京磨刀刻石自2025年起不再纳入公司合并报表 范围,对当期合并收入规模产生一定影响;AI投入方面,公司持续聚焦AI垂直领域的技术研发与产品 化应用,围绕核心技术能力加大研发投入,持续夯实产品竞争力。据了解,万兴科技于2025年重磅发布 万兴天幕音视频多媒体大模型2.0,其海外版ToMoviee 2.0 AI综合得分跻身VBench-2.0评测榜单全球 TOP3,摄像机运动和运动合理性关键指标斩获全球第一,并推 ...