Wondershare(SZ:300624) Zhi Tong Cai Jing·2025-09-17 12:47Core Insights - The 2025 Tencent Global Digital Ecosystem Conference focuses on independent innovation and industrial intelligence upgrades, highlighting new trends in global technology and industry development [1] - The wave of Chinese companies going global is accelerating, with over 10,000 new cross-border enterprises expected by 2025, marking a 194.1% year-on-year increase [1] - Companies are shifting from extensive growth to refined operations in response to changes in traffic patterns, localization challenges, and the rise of AI [1] Group 1: Creative Strategy - Wondershare has established global operation centers and is actively recruiting creative talent worldwide, focusing on content co-creation and channel integration to overcome traffic challenges [2] - The company has set up operation centers in cities like Shenzhen, Vancouver, and Tokyo, covering over 200 countries and regions, and is attracting graduates from top global universities [2] - The 2026 global campus recruitment initiative offers competitive salaries, with top R&D talent earning up to 1 million yuan in their first year [2] Group 2: Localization Efforts - As a pioneer in going global, Wondershare emphasizes deep user insights and brand building to transition from "going out" to "integrating in" [2] - Over 90% of the company's revenue comes from overseas, with significant success in the Japanese market, where Wondershare Filmora ranks among the top three video editing software [2] - The company tailors its products to local market needs, developing localized content libraries for specific demographics [2] Group 3: AI Integration - Wondershare leverages AI to enhance internal efficiency and empower external capabilities, significantly boosting its competitive edge in international markets [3] - The company upgraded its AI cloud platform and introduced various AI tools, achieving over 40% code generation through AI tools in the first half of 2025 [3] - New AI products, such as the Wondershare Tianmu multimedia model and AI video creation platforms, aim to lower creative barriers and enhance user experience [3] Group 4: Industry Outlook - The generative AI market is projected to reach $1.8 trillion by 2032, with the AI video generation market expected to grow at a compound annual growth rate of 20% from 2025 to 2032 [4] - Wondershare is recognized as a leading player in the AIGC creative software sector in China, offering a range of products comparable to Adobe [4]