Group 1: Product Development and Innovation - The company launched the Wankang Tianmu 2.0 model in April 2025, in collaboration with Huawei Cloud, focusing on audio and video applications [2][3] - Wankang Tianmu 2.0 achieved over 90% performance improvement compared to version 1.0, enhancing capabilities in professional-level shooting design and multi-layered audio effects [3] - The product ecosystem includes a public beta for professional creators and an upcoming mobile app for general users, aiming to democratize AI video creation [3][4] Group 2: AI Technology Strategy - The company embraces AIGC (AI-Generated Content) and aims to lower content creation barriers, fostering a creator economy [4][5] - It maintains an open approach to integrating cutting-edge AI technologies and optimizing its multimedia models based on user feedback [4][5] Group 3: Global Operations and Market Expansion - The company operates in over 200 countries, with subsidiaries in key markets like North America, Japan, and Singapore [6][7] - It focuses on localized marketing strategies to cater to diverse regional demands, enhancing brand recognition and sales in non-English markets [7] Group 4: Marketing and Financial Performance - Marketing expenses increased due to investments in mobile and cloud AI applications, with social media exposure rising over 70% year-on-year [8][9] - In Q1 2025, sales expenses decreased by approximately 9% compared to Q4 2024, while revenue grew by 6.06% year-on-year [8][9] Group 5: Geopolitical Risks and Business Resilience - The company’s digital creative software sales are primarily online, minimizing the impact of geopolitical risks associated with physical goods [10] - It continues to strengthen its global business layout and localization strategies to ensure sustainable growth [10]

Group 1 - Wanjing Technology has launched a campus recruitment plan for 2026 graduates, offering a starting annual salary of up to 1 million yuan [1][4] - The internship program for 2026 graduates has been upgraded, with daily wages reaching 1,000 yuan and opportunities for full-time positions for outstanding interns [1][4] - The company operates in over 200 countries and regions, with a global user base exceeding 1.5 billion, positioning itself as a major player in the digital creative software sector [4] Group 2 - SANY Group has initiated its early recruitment for 2026 graduates, targeting various engineering and management roles across multiple locations in China [5][7] - SANY Group is recognized as a leading high-end equipment manufacturing enterprise, with core businesses in engineering machinery and renewable energy [7][8] - The company has established a significant global presence, with manufacturing bases in countries such as India, the USA, Germany, Brazil, and Indonesia [8] Group 3 - China Mobile's subsidiary, Zhongyi Internet, has launched its summer internship program for 2025, targeting 2026 graduates in various AI and software development roles [9] - Zhongyi Internet focuses on information and internet services, actively participating in national projects and collaborating with academic institutions [9]

Core Insights - DeepSeek has emerged as a significant player in the AI market, prompting various companies to integrate its technology to enhance their products and services [1][5][7] - The AI industry is witnessing a shift towards diversification and specialization, with DeepSeek's innovative model injecting new momentum into the sector [1][5] - Wanjun Technology is among the first companies to adopt DeepSeek's model, enhancing its product offerings and achieving significant upgrades in its AIGC technology [1][5][7] Company Strategy - Wanjun Technology has a long-standing commitment to the overseas market, having established a presence in North America, Europe, and Japan, and is now expanding into emerging markets like the Middle East and Southeast Asia [2][10][13] - The company reported a revenue of 1.44 billion yuan for 2024, with a first-quarter revenue of 380 million yuan in 2025, reflecting a year-on-year growth of 6.06% [2][16] - The company has been focusing on AI technology to enhance its product intelligence, launching the multimedia model "Tianmu" and integrating various external models to strengthen its competitive edge [8][12] Market Position and Performance - Wanjun Technology's core business in video creativity generated 961 million yuan, accounting for 67.06% of software revenue, with a total paid user growth exceeding 20% [17] - The company has seen significant growth in its drawing creativity business, with a total renewal sales increase of over 50%, and a 40% increase in revenue from its cloud document product HiPDF [17] - AI commercialization is progressing, with over 500 million calls to AI servers and AI-native application revenue reaching approximately 67 million yuan, a year-on-year increase of over 100% [17][18] Industry Trends - The AI landscape is rapidly evolving, with companies needing to adapt quickly to technological changes and market demands to maintain competitiveness [5][7] - The AI ecosystem in China is developing across three levels: infrastructure, model, and application, with DeepSeek's success contributing to the synergy among these layers [7][18] - Analysts are optimistic about Wanjun Technology's growth potential, citing its commitment to AIGC technology and product innovation as key drivers for future performance [18]