KUAISHOU(HK:01024) Mei Ri Jing Ji Xin Wen·2025-04-16 10:21Core Insights - Keling AI has launched its 2.0 video generation model and 2.0 image generation model, focusing on enhanced multimodal editing capabilities [1][2] - The global user base of Keling has surpassed 22 million, with cumulative revenue exceeding 100 million yuan since commercialization [1][11] - The competition in the AI market is intensifying, with companies racing to establish dominance and secure future opportunities [1] Product Features - The new multimodal editing function allows users to input keywords and incorporate images, videos, or other modalities, enabling direct editing of generated videos [2][4] - Keling 2.0 demonstrates improved semantic understanding and detail capture compared to the previous 1.6 model, enhancing the quality of generated content [4][5] - The transition from the 1.6 model to the 2.0 model shows significant improvements in visual style, action amplitude, and detail presentation [5][6] Market Position and Strategy - Keling AI's revenue model includes both consumer subscriptions and B2B API services, with partnerships established with major companies like Xiaomi and Amazon Cloud [10] - The CEO of Kuaishou anticipates a significant revenue increase for Keling AI by 2025, indicating strong growth potential [11][12] - Kuaishou plans to invest heavily in capital expenditures and R&D to enhance Keling AI's capabilities and maintain its leading position in the short video production market [12] Industry Implications - Content creation platforms are expected to be the primary beneficiaries of advancements in video generation technology, as they possess relevant user bases and large audiences [8] - The integration of AI tools like Keling is anticipated to improve content quality on Kuaishou's platform, attracting more users and diversifying revenue streams [12]