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助力AI全民创作 万兴科技旗下万兴天幕创作广场推出“视频教程共创激励计划”
Zhi Tong Cai Jing· 2025-09-29 03:04
Core Viewpoint - AIGC software company Wanjing Technology (300624.SZ) is advancing "creative equity" by launching initiatives to support AI creators, including a "Video Tutorial Co-Creation Incentive Program" aimed at building a more inclusive and sustainable AIGC creator ecosystem [1][2]. Group 1: Company Initiatives - Wanjing Technology has initiated a "Video Tutorial Co-Creation Incentive Program" to address challenges in AI creation, such as complex tool operations and lack of systematic learning paths [1]. - The program aims to gather creators from various fields to enhance AI creation capabilities and facilitate commercial collaboration [1][2]. - Participants in the program can earn a one-month professional membership for Wanjing's dual-end products and gain exposure across multiple social media platforms [2]. Group 2: Market Potential - By 2030, it is projected that 90% of global digital content will be generated by AI, with the AI video market expected to grow at a compound annual growth rate of 32.2% from 2025 to 2033 [2]. - Wanjing Technology is positioned as a leading player in the digital creative software sector, with a broad product range and a global presence in over 200 countries [2]. Group 3: Product Development - In June, Wanjing Technology launched the Wanjing Tianmu Multimedia Model 2.0, which offers low-cost AI video generation, enhancing user experience with high-quality outputs [3]. - The company has collaborated with media outlets to produce professional-grade visual content, showcasing the potential of AI in content generation [3][5]. Group 4: Talent Acquisition - Wanjing Technology is actively expanding its global AI talent pool, offering competitive salaries for research and development positions, with top candidates potentially earning up to one million yuan in their first year [2].
加速打造江苏科幻产业发展集群
Xin Hua Ri Bao· 2025-09-29 00:38
□ 许 凌 文化兴则国家兴,文化强则民族强。以文化赋能经济社会发展,既是发展新时代中国特色社会主义文 化、建设社会主义文化强国的重要内容,也是江苏落实好挑大梁责任的一个重要方面。科幻文化作为科 技与人文艺术深度融合的产物,以科学原理为基石,通过前瞻性想象构建未来图景,是时代精神的镜像 表达。当前,科幻产业覆盖阅读、影视、游戏、衍生品、文旅五大核心板块。《2025中国科幻产业报 告》显示,2024年中国科幻产业总营收达1089.6亿元,连续两年突破千亿元大关,科幻阅读、科幻衍生 品与科幻文旅板块原创能力凸显,表明我国的科幻产业正以惊人的速度从"小众亚文化"蝶变为"千亿级 新经济引擎"。 江苏作为科教大省与文化强省,具备科幻文化发展的肥沃土壤:不仅拥有丰富优质的科教资源,在人工 智能、虚拟现实等领域技术储备深厚,还培育了一批优秀的科幻作家,如吴楚、汪彦中等,形成了译林 出版社、江苏凤凰文艺出版社等出版矩阵,推出"译林幻"幻想文学品牌书系、《读客科幻文库》系列 等,营造了浓郁的科幻文化氛围。其省会城市南京作为中国首个"世界文学之都",已连续举办了六 届"蓝星球科幻电影周"。这既是中国第一个以科幻影片为主题的节展活动 ...
文化+科技,打开传承发展新视野(文化中国行·深观察)
Group 1: Cultural and Technological Integration - The 2025 Beijing Cultural Forum focuses on the theme of "Cultural and Technological Integration," featuring over 800 guests from various sectors to discuss advancements in cultural heritage protection through digital technology [5][6]. - Digital technologies are increasingly applied in cultural heritage preservation, with examples including the successful digitalization of over 1 million artifacts at the Palace Museum and 500TB of data from the Dunhuang Academy [7][8]. - The integration of technology in cultural heritage is setting new standards globally, with China leading in innovative practices that combine technological advancements with cultural preservation [7][8]. Group 2: Cultural Industry Innovation - The forum introduced a creative cultural display area featuring over 600 cultural products, highlighting the growing popularity of traditional culture among younger demographics [9][10]. - The success of cultural products like the "Fengguan" refrigerator magnet, which sold over 1 million units, indicates a significant market trend towards innovative cultural merchandise [9][10]. - The rise of animated films in China, with box office hits exceeding 154 billion yuan, showcases the potential for cultural narratives to resonate globally [10]. Group 3: AI and Content Creation - AI is transforming content production in the cultural sector, moving from manual customization to intelligent mass production, enhancing storytelling and audiovisual expression [11][12]. - The rapid development of AI is enabling a new era where everyone can engage in directing and producing content, addressing the shortage of skilled talent in the film industry [12]. - The use of VR technology is enhancing audience engagement and facilitating the global dissemination of Chinese culture through immersive experiences [12]. Group 4: Cultural Exchange and Dialogue - The forum emphasizes the importance of cultural exchange, with activities designed to foster dialogue between Chinese and French filmmakers, celebrating the 120th anniversary of Chinese cinema [14][15]. - The concept of "mutual learning" is highlighted as essential for understanding and cooperation between different civilizations, with discussions on the balance between technology and humanities [15][16]. - The implementation of global civilization initiatives aims to promote a more harmonious world, reflecting China's commitment to respecting diversity and fostering dialogue [16].
AIDC投资机会展望:算力需求持续加码,重视技术迭代契机
2025-09-28 14:57
AIDC 投资机会展望:算力需求持续加码,重视技术迭代契 机 20250926 摘要 OpenAI 与微软合作建设 G1 瓦级数据中心,预示算力需求激增,IDC 建设规模或超预期,单 GW 算力成本约 500 亿美元,10GW 项目投资 规模或达 5,000 亿美元,与 OpenAI 的未来展望相符。 液冷、电源侧 HVDC 和 PSU 等环节预计将分别带来 700 亿、150 亿及 200 亿市场空间,市场规模快速增长及新技术发展将推动内资企业加快 出海步伐,有望在 2026 年实现初步海外订单,2027 年加速放量。 阿里巴巴计划未来三年投入 3,800 亿元建设 AI 基础设施,并将在 2032 年前将全球数据中心能耗提升至现有水平的 10 倍,同时与英伟达开展 Physical AI 合作,加速智能应用开发,并扩建全球数据中心。 腾讯、阿里、百度通过发行票据进行融资,用于新建应用领域,字节跳 动贷款百亿美元扩张,腾讯确立国际化战略,字节跳动旗下火山引擎输 出全球化技术方案,加速布局海外云技术设施。 英伟达提出的微通道冷板技术(MLCP)通过微小通道直接输送冷却液 到芯片内部,实现更高效散热,单价是普通 ...
9月游戏版号发放,DeepSeek-V3.1-Terminus发布
GOLDEN SUN SECURITIES· 2025-09-28 11:51
板块观点与关注标的:1)游戏:重点关注 ST 华通、巨人网络、吉比特、恺英网 络、神州泰岳、完美世界、心动公司等;2)影视:芒果超媒、华策影视、欢瑞世 纪等;3)IP:创源股份、上海电影、华立科技、姚记科技等;4)AI:豆神教育、 盛天网络、荣信文化、中文在线、易点天下、视觉中国、盛通股份、焦点科技、 世纪天鸿、佳发教育等;5)教育:学大教育、粉笔、天立国际控股等;6)港股: 关注【阿里巴巴】【腾讯控股】【泡泡玛特】【快手】【网龙】,产业爆发在即 的【阜博集团】。 【9 月游戏版号发放,共 156 款游戏获批】9 月 24 日,国家新闻出版署发布《2025 年 9 月游戏版号审批信息》,共 156 款游戏获批,其中国产 145 款、进口 11 款。 此次获批游戏涵盖多类型、多平台,众多知名厂商作品在列。国产游戏中,米哈 游《崩坏:因缘精灵》、腾讯萨罗斯网络《归环》、网易《星绘友晴天》、三七 互娱《无尽黑夜》等备受关注。进口游戏方面,《超级洞洞乐》《潜水员戴夫》 等获得版号。本次审批结果反映出进口游戏引进节奏持续稳定,同时部分国产游 戏版号过审数量阶段性增长,行业动态趋于活跃。 【DeepSeek 最新模型 D ...
日新月异的狂欢:一个普通人的科技浪潮亲历记
Sou Hu Cai Jing· 2025-09-28 10:24
手机闹钟还没响,我就被微信群的连续震动吵醒了。眯着眼摸过手机,群里已经被各种截图和链接刷屏——"月初新规落地,AIGC持证上岗!""北向资金单 日净买入创年内新高""某AI应用ETF净值悄然突破前高"……我揉了揉眼睛,坐起身来,窗外城市的轮廓在晨光中渐渐清晰,而数字世界早已沸腾。 这是我——一个普通科技公司职员——在这个科技浪潮席卷一切的时代里,再寻常不过的一个清晨。 第一章 合规之路:从野蛮生长到持证上岗 月初,我司法务部门的同事格外忙碌。办公室里,他们的工位上堆满了新打印的法规文件,电脑屏幕上密密麻麻标注着重点。午餐时,法务的小张端着餐盘 在我对面坐下,长舒一口气:"总算落地了。" 他指的是月初正式实施的《生成式人工智能服务管理暂行办法》。这份被业界称为"AIGC身份证"的新规,明确了生成式AI服务的底线和要求——数据来源 要合法、标注要清晰、内容禁止违法侵权、尊重知识产权。 "以前做AI项目,总有点在灰色地带摸索的感觉。"小张扒拉一口饭,"现在好了,红线划清楚了,哪些能做、怎么做,心里有谱了。" 我司作为一家专注于AI内容生成的中小企业,这几个月为了合规投入了大量精力。数据清洗、算法优化、内容审核系统升 ...
vivo X300系列:以全链路创新,引领移动影像再突破
Jing Ji Wang· 2025-09-28 09:19
Core Insights - Vivo has upgraded its imaging strategy, focusing on creating an open ecosystem centered around "scene solutions" to evolve mobile imaging from a "tool" to a "cultural carrier" [1] - The upcoming Vivo X300 series aims to provide professional imaging capabilities to a broader audience through systematic innovations in image quality, extreme scenarios, travel portraiture, and video creation [1] Imaging Quality - The Vivo X300 series introduces the "Zeiss Imaging Size King" combination, emphasizing a complete rethinking of mobile imaging quality rather than just pixel count, with a focus on a 200-megapixel sensor [3] - The flagship Vivo X300 Pro features a custom 200MP APO super telephoto lens, designed to set a new standard for telephoto image quality, utilizing a unique sensor developed in collaboration with Samsung [3][4] Optical Design - The optical design includes advanced components such as a 1G+5P floating periscope lens group and low-dispersion FCD100 glass, significantly enhancing image purity [4] - The X300 series achieves a new industry high in stabilization with a CIPA rating of 5.5, improving handheld telephoto shooting stability and success rates [4] User Experience in Live Events - The X300 series targets challenging environments like concerts and sports events, aiming to enhance the user experience from "capturing clearly" to "capturing well and recording steadily" [6] - New algorithms and features, such as the "Dynamic Portrait Algorithm," improve performance in low-light conditions and complex lighting scenarios [6] Portrait Photography - The series offers various portrait styles and advanced AI features for personalized photo editing, significantly reducing the time required for post-processing [7] - The introduction of "Live Photo Background Removal" enhances dynamic portrait capabilities by eliminating distractions from the background [7] Video Capabilities - The X300 series aims to lead in video capabilities, featuring a new sensor and technologies that enhance dynamic range and stabilization for video recording [9] - It supports high-quality video recording at 4K 120fps with Dolby Vision HDR, providing extensive options for post-production [12] Comprehensive User Experience - The X300 Pro uniquely integrates the Jianying app for seamless editing and exporting of 4K 120fps videos, addressing the needs of professional creators [12] - The series represents a significant shift in Vivo's imaging philosophy, focusing on a holistic user experience from shooting to sharing [12]
【IPO前哨】毛利率92%,营销费率60%!万兴科技IPO的喜与忧
Sou Hu Cai Jing· 2025-09-28 07:09
Core Viewpoint - Wanxing Technology has officially submitted its prospectus to the Hong Kong Stock Exchange, aiming for a dual listing, reflecting the growing interest in AI companies despite facing multiple development challenges in the market [2][15]. Group 1: Company Overview - Wanxing Technology is a global AIGC digital creative software provider, focusing on video creative products and helping users express creativity digitally [3]. - The company has developed a multimedia model for AIGC content creation, supporting three main product lines: drawing creativity, video creativity (including Filmora and SelfyzAI), and document creativity [3]. Group 2: Market Performance - The company boasts a global user base, with products available in over 200 countries and regions, and cumulative active users exceeding 2 billion [5]. - In the first half of 2025, the average monthly active users reached 68.7 million, with over 2.9 million paying users [5]. - However, the core product Filmora faces stiff competition from Adobe's Creative Cloud and ByteDance's TikTok ecosystem, leading to stagnant user growth [5][15]. Group 3: Financial Performance - Wanxing Technology's revenue for 2022, 2023, 2024, and the first half of 2025 was RMB 1.18 billion, RMB 1.48 billion, RMB 1.44 billion, and RMB 759.45 million respectively [10][13]. - The company reported a net profit of RMB 64.29 million in 2022, RMB 108 million in 2023, but losses of RMB 157 million in 2024 and RMB 54.71 million in the first half of 2025 [10][12]. - Despite a high gross margin of 92.4% in the first half of 2025, the company struggles with high marketing, management, and R&D costs, leading to a significant gap between gross and net profit [12][14]. Group 4: Competitive Landscape - The global AIGC video creative software market is projected to grow from approximately USD 800 million in 2020 to about USD 10.5 billion in 2024, with a compound annual growth rate (CAGR) of 90.3% [9]. - Wanxing Technology's sales and distribution expenses accounted for over 48% of total revenue since 2022, reaching 60.8% in the first half of 2025, indicating heavy investment in marketing to compete in the industry [14][15]. Group 5: Strategic Challenges - The company is currently in a critical strategic investment phase, with high input and slow returns, highlighting the balance challenge between commercialization and capital patience in the AI sector [15].
粤财中垠王政:不止给钱,更要帮企业找到第二增长曲线
Core Insights - The Guangdong-Hong Kong-Macao Greater Bay Area Cultural Investment Conference serves as a platform for connecting leading enterprises, innovative projects, and peer institutions, facilitating accelerated growth in IP development, technology integration, and commercialization [1][3] - The conference is recognized for its value in trend foresight, precise resource matching, and efficient ecological collaboration, particularly in the "cultural+" sector [3][4] - The company emphasizes the importance of sustainable business models, content creativity, and technological integration in cultural investments [6][7] Investment Focus - The company prioritizes projects that demonstrate a clear path from creative ideas to scalable implementation, ensuring a closed-loop business model [6] - Key investment areas include cultural content, technological infrastructure, and digital marketing, with notable investments in major publishing and media companies [7][8] - The company aims to create mutual business growth opportunities among its portfolio companies, leveraging synergies in the cultural and technology sectors [8][9] Future Trends - The company identifies the future lifestyle as a deep resonance between technology, culture, and the demands of the new generation, with a focus on high-tech solutions [4][5] - Investment strategies are directed towards areas such as AIGC applications, health consumption, and virtual reality ecosystems [5] Investment Strategy - The investment strategy is described as a "pyramid-style portfolio," allocating 60% to stable cash flow mature companies, 30% to growth-oriented firms, and 10% to early-stage disruptive projects [10] - The company aims to balance risk and return by maintaining patience and confidence in supporting portfolio companies through challenging periods [10] Ecosystem Contribution - The company seeks to enhance the cultural industry ecosystem in the Greater Bay Area by facilitating efficient resource allocation and innovation through capital [11][12] - The integration of creative, technological, and manufacturing capabilities is highlighted as essential for meeting the diverse emotional and consumption expectations of the new generation [11][12]
我市举行9月份全市重大产业项目推进活动——
Nan Jing Ri Bao· 2025-09-28 02:20
Core Insights - The city is actively promoting major industrial projects to achieve its annual development goals, with a focus on integrated industrial space and hub development [1] Group 1: Major Project Progress - A new industrial software base project with a total investment of approximately 3.14 billion is under construction, highlighting the city's commitment to industrial software as a key driver for manufacturing transformation [2] - The city has achieved a 100% opening rate for 20 provincial major projects as of July, with 54 provincial projects completing 75.3% of their annual investment target by August, exceeding the planned progress by 8.6 percentage points [2] - For city-level projects, 142 out of 147 major projects have commenced by August, achieving a 96.6% opening rate, with an expected 100% completion by the end of September [2] Group 2: Industrial Investment Growth - Industrial investment in the city is projected to reach 91.8 billion, reflecting a year-on-year growth of approximately 12%, maintaining a leading position within the province [3] Group 3: Investment Attraction - The Yangtze River Digital Audio-Visual Industrial Park has attracted 56 companies and produced nearly 300 micro-dramas with a total output value exceeding 350 million within a year, showcasing the city's growing investment appeal [4] - The city has launched a "Quality Improvement Year" for investment attraction, with 807 projects initiated or operational by August, of which 258 projects have commenced, achieving 86% of the annual target [5] Group 4: Project Execution and Future Plans - Various districts are committed to accelerating project construction and enhancing investment attraction, with specific targets set for project numbers and investment amounts for the upcoming year [7][8]