证券代码： 300418 证券简称：昆仑万维 昆仑万维科技股份有限公司 2024 年度业绩说明会活动记录表 编号：2025-002 | 投资者关系活动 | □特定对象调研 □分析师会议 | | | | --- | --- | --- | --- | | 类别 | □媒体采访 √业绩说明会 | | | | | □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | □其他 （请文字说明其他活动内容） | | | | 参与单位名称及 | 投资者网上提问 | | | | 人员姓名 | | | | | 时间 | 2025 年 5 月 9 日下午 15:00-17:00 | | | | 地点 | 司 通 过 全 景 网 " 投 资 者 关 系 互 动 平 台 | 公 | " | | | （https://ir.p5w.net）采用网络远程的方式召开业绩说明会 | | | | 上市公司接待人 | 1、董事长、总经理方汉 | | | | | 2、董事、副总经理、董事会秘书吕杰 | | | | 员姓名 | 3、财务总监张为 | | | | | 4、独立董事张晨宇 公司就投资者在本次说明会中提出的问题进行 ...

Core Insights - Hong Kong has established the Von Neumann Institute to integrate embodied intelligence, generative AI, and advanced supercomputing technologies, aiming to promote interdisciplinary collaboration and commercialize research outcomes [1][2] - The institute focuses on five key AI areas: multimodal AI systems, enhancing AI reasoning capabilities, robotics intelligence, AI-driven 3D understanding, and healthcare service reform through large models [2][3] - The institute aims to build a talent pipeline in AI through educational initiatives, targeting over 100 PhD students and engaging with local schools to foster innovation [3] Group 1 - The Von Neumann Institute is the first "full-chain practical" AI research institute in the Greater Bay Area, bridging basic research and industrial application [2] - The institute's approach includes establishing specialized laboratories and joint industry-university collaborations to accelerate the transition from theoretical research to product development [2][3] - The leadership of Jia Jiaya, who has experience as a scientist, entrepreneur, and educator, positions the institute to become a model of "top-tier research and grounded industry" [3] Group 2 - Jia Jiaya emphasizes Hong Kong's role as an "innovation brain" due to its international capital flow, top-tier research resources, and global talent hub, while Shenzhen acts as the "industrial driver" [4] - The integration of large models and visual sensor hardware by Simo Technology showcases a demand-driven approach to innovation, with applications in major factories like Tesla and BYD [4][5] - The collaboration between Hong Kong and Shenzhen has created a rapid coordination mechanism, allowing for quick transitions from research to production [5]

Core Insights - Tencent News and Tencent Yuanbao have integrated, allowing users to summarize news and videos using Yuanbao [1] Group 1 - Tencent Yuanbao continues to integrate into the Tencent ecosystem, providing users with a more seamless AI experience [1] - Users can now share content from the Tencent News App to Yuanbao for summarization and further inquiries [1] - This feature is officially launched on the Tencent News App and is available to all users [1]

A股三大股指5月9日集体小幅低开。早盘两市低开低走，午前跌幅略有收窄。午后继续回暖，三大股指 跌幅继续收窄。 Wind统计显示，两市及北交所共1212只股票上涨，4061只股票下跌，平盘有135只股票。 沪深两市成交总额11920亿元，较前一交易日的12934亿元减少1014亿元。其中，沪市成交4649亿元，比 上一交易日5016亿元减少367亿元，深市成交7271亿元。 两市及北交所共有48只股票涨幅在9%以上，13只股票跌幅在9%以上。 多只银行股创新高，半导体跌势明显 在板块方面，银行股继续上涨，建设银行（601939）、江苏银行（600919）、成都银行（601838）、浦 发银行（600000）均创新高，青岛银行（002948）、兴业银行（601166）、中信银行（601998）、杭州 银行（600926）等涨超2%。 纺织服饰全天强势，万事利（301066）、华纺股份（600448）、迎丰股份（605055）、飞亚达 （000026）、宏达高科（002144）、华升股份（600156）等涨停或涨超10%。 从盘面上看，半导体、服务器、AI应用、金融科技、消费电子、机器人、算力、免税店概念股跌幅靠 ...

5月8日，第二十七届中国北京国际科技产业博览会（以下简称"科博会"）在国家会议中心拉开帷幕。 《中国经营报》记者从丰台展区现场了解到，作为首都科技创新的重要承载地，丰台区在本次科博会期 间组织25家前沿科技企业参展，集中展示了人形机器人、激光低频交变磁场治疗机等近70项尖端科技成 果，全面呈现了丰台区"科技+产业+体验"深度融合的创新生态。 五大产业板块亮相 丰台展区的核心亮点在于"五大产业板块"——轨道交通、航天航空、医药大健康、低空技术及新兴产 业。这些板块集中展现了丰台区在多个领域的科技实力与产业优势。 此次科博会，丰台空间资源对接服务平台首次线下亮相。该平台通过地图交互技术整合316处优质产业 空间，为企业提供办公选址、人才公寓、商业配套等资源的"一键导航"服务，精准匹配个性化需求。丰 台区投资促进服务中心主任庄凯表示，平台将助力优化区域营商环境，成为企业落地的"加速器"。 科博会期间，丰台区通过"会展+产业"深度联动，激活资源对接与项目落地。卫星互联网产业园、北京 低空技术创新园等优质产业空间集中展示，医药大健康产业、供应链及商协会专场推介会同步举办，吸 引企业"边展示、边对接、边落地"。拜斯特医疗 ...

截至2025年5月9日 13:11，中证金融科技主题指数(930986)下跌1.90%。成分股方面涨跌互现，科蓝软件(300663)领涨14.41%，润和软件(300339)上涨5.15%， 飞天诚信(300386)上涨2.51%；东华软件(002065)领跌5.98%，信雅达(600571)下跌5.44%，拉卡拉(300773)下跌5.09%。金融科技ETF(516860)下跌1.88%，最 新报价1.2元。流动性方面，金融科技ETF盘中换手3.64%，成交3174.02万元。拉长时间看，截至5月8日，金融科技ETF近1周日均成交9153.21万元。 截至5月8日，金融科技ETF近1年净值上涨62.17%，排名可比基金第一，指数股票型基金排名21/2785，居于前0.75%。从收益能力看，截至2025年5月8日， 金融科技ETF自成立以来，最高单月回报为55.92%，最长连涨月数为3个月，最长连涨涨幅为113.16%，上涨月份平均收益率为10.57%，年盈利百分比为 66.67%，历史持有3年盈利概率为96.60%。截至2025年5月8日，金融科技ETF成立以来超越基准年化收益为0.53%。 国信证券指出， ...

Group 1 - The Hong Kong stock market opened with mixed performance in the Hang Seng Index and Hang Seng Tech Index, with energy, finance, and consumer sectors showing gains [1] - The Hong Kong Tech 30 ETF (513160) declined by 0.80%, with a turnover rate exceeding 7% and a transaction volume over 800 million yuan [1] - The ETF market has seen significant inflows this year, with a net inflow of over 249.3 billion yuan as of May 7, and stock ETFs accounting for over 50% of this inflow [1] Group 2 - Haitong International's report suggests investors should wait for a second bottoming opportunity in May, particularly focusing on internet and AI applications [2] - The internet sector has lagged in the recent market rebound but has caught up after a significant rise last week, indicating potential future opportunities [2] - The report highlights the ongoing benefits in foreign trade and cross-border payment sectors due to deepening trade relations between China and ASEAN, as well as Japan and South Korea [2]

Summary of Key Points from Conference Call Records Industry and Companies Involved - The conference call discusses the performance and trends in the AI application sector, particularly focusing on companies like Duolingo, Palantir, and Applovin, as well as the education industry and programmatic advertising in China [1][4][8]. Core Insights and Arguments - **Growth in AI Applications**: The AI application sector in the US stock market is expected to see significant growth starting in the second half of 2024, with companies like Duolingo, Palantir, and Applovin reporting revenue and profit that exceed expectations, leading to stock price increases of 5-10 times [1][4]. - **Duolingo's Performance**: Duolingo has integrated GPT-4 into its platform, launching Duolingo Max, which has led to a 44% year-over-year increase in daily active users to 46 million and a 40% increase in paid subscribers to 10.3 million [1][9]. - **Palantir's Financials**: Palantir reported Q1 revenue of $884 million, a 39% year-over-year increase, with net profit rising 130% to $214 million. The company raised its full-year revenue guidance to $3.89 to $3.92 billion, reflecting a 20% growth [3][11]. - **Applovin's Advertising Growth**: Applovin's Q1 revenue reached $1.5 billion, with a 71% growth in advertising business and a non-GAAP profit margin of 81%. The company holds a 28% market share in game advertising and is expanding into the e-commerce advertising market [1][5][6]. - **AI and Programmatic Advertising**: The combination of AI and programmatic advertising offers insights for domestic companies like Tencent and Kuaishou, potentially increasing app display time and conversion rates [1][8]. Other Important but Potentially Overlooked Content - **Challenges in Education Sector**: The education industry faces challenges in producing large-scale, low-cost, high-quality educational products. AI technology can enhance personalized education but is limited by cost and precision issues [9][10]. - **Domestic AI Adoption**: Chinese education companies are adopting low-cost AI technologies to upgrade their products, with companies like Haotian and Anlian Education utilizing models like DeepSeek [3][10]. - **Future of AI in Enterprises**: The core challenge for enterprise AI applications lies in data governance. Companies that can manage data effectively are likely to benefit in the future [12][16]. - **Potential of Domestic Companies**: Companies like Fourth Paradigm are seen as potential equivalents to Palantir in China, focusing on data training platforms and data governance [17]. This summary encapsulates the key points from the conference call records, highlighting the performance of specific companies, industry trends, and the implications for future developments in AI applications.

编 辑丨张伟贤 5月7日，海信集团与美的集团发布公告，双方签订战略合作协议，将围绕AI应用、全球先进 制造、智慧物流等多领域开展全面战略合作。 从出席及签约的高管来看， 除了两大家电集团一把手——海信集团董事长贾少谦、美的集团 董事长兼总裁方洪波均到场外，代表签约的高管分别为海信集团副总裁兼海信家电集团董事长 高玉玲和美的集团副总裁兼CFO钟铮， 前者在升任海信家电董事长前也曾长期担任公司财务 负责人，后者则主导了美的整合渠道库存、优化供应链管理方面的DTC（直面消费者）改革 ——从签约人选中亦可一窥双方本次战略合作的重点方向。 此外，官宣战略合作的公告中，双方还表示将开展广泛的数字化和AI应用平台的开发与合 作；围绕绿色工厂、工业互联网、全球产能布局等方面展开合作；在智慧物流领域，双方将在 生产物流协同、智能仓网体系构建等全链路进行平台优化与升级。 作为年收入分别超过4 0 0 0亿元与2 0 0 0亿元的超级巨头，美的与海信这样千亿营收体量的家电 企业在集团层面的战略合作，尚属中国市场首次。事实上，二者在冰洗空白电等业务中仍存在 直接的市场竞争关系，从公告内容来看，战略合作也集中于生产及供应体系。 这背后 ...

Core Insights - Alibaba's AI application Quark has launched a significant upgrade with the "Deep Search" feature, integrating deep thinking capabilities, intelligent retrieval technology, and precise answering modules to enhance user search experience [1][2] - The "Deep Search" relies on Alibaba's self-developed Qwen-QWQ reasoning model, which understands natural language and performs semantic analysis, distinguishing it from traditional keyword-based search engines [1] - Quark's AI Super Box has also upgraded its "Image Intelligent Processing" feature, allowing for various creative editing scenarios and introducing style conversion capabilities for images [1] Company Developments - Quark plans to introduce more AI products that will not only focus on daily search scenarios but also on generating professional reports, expanding its service offerings [2] - The "Deep Thinking" feature was first launched on February 28 and has now evolved into the "Deep Search" phase, marking a competitive entry into the AI super gateway market [2] Industry Competition - The AI application sector is witnessing intense competition, with Tencent's "Yuanbao" and ByteDance's "Doubao" also making significant advancements [3] - Tencent's "Yuanbao" has integrated DeepSeek-R1 and its self-developed Hongyuan T1 model, achieving a monthly download volume of 13.43 million, a nearly 1500% increase [3] - ByteDance's "Doubao" has upgraded to version 3.0, enhancing its image generation and video capabilities, and has launched an educational sub-application with a monthly active user count of 6.5 million [3] - The battle for a sticky application ecosystem and commercial expansion is crucial for AI giants in the "super gateway" competition [3]