Group 1 - The core point of the news is that Wanjing Technology plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and brand image [1][2] - The company will hold a temporary shareholders' meeting on August 25 to vote on the relevant proposals [1] - The issuance will be conducted through public offering and international placement, with a maximum of 15% of the total share capital post-issuance [2] Group 2 - The funds raised from the H-share issuance will be used for R&D, strategic investments, acquisitions, repaying bank loans, and supplementing working capital [2] - Wanjing Technology is recognized as a leading player in the digital creative software sector, with a user base exceeding 1.5 billion across over 200 countries [2] - The company has made significant advancements in AI technology for audio and video, launching new products and enhancing existing ones [3] Group 3 - The company recently launched the Wanjing Tianmu AI App and the Wanjing Tianmu Creation Square, providing a comprehensive platform for AI video, image, and audio creation [4] - The AI video generation cost is as low as 0.25 yuan per video, promoting accessibility in creative production [3] - By the end of 2024, there are expected to be 1.62 billion short video creator accounts in China, indicating a shift towards collaborative content creation [4]

Group 1 - Company Wankang Technology has collaborated with Shenzhen Broadcasting Film and Television Group to launch an AI-generated promotional video for Shenzhen's intangible cultural heritage, showcasing the "Shenzhen Shatoujiao Fish Lantern Dance" [1] - The video highlights the transformation of Shenzhen over 45 years and serves as a benchmark case for AI video empowerment in cultural creativity [1] - Following the video release, Wankang Technology initiated the "Drawing Dreams into Lights: Illuminating Intangible Heritage" AI challenge, encouraging creators to produce fish lantern-themed images or videos using the Wankang Tianmu AI App [1] Group 2 - Wankang Technology has been rooted in Shenzhen for over 20 years, focusing on intelligent audio and video creation while enhancing AI model and product innovation [2] - The company has launched the Wankang Tianmu 2.0 and introduced two new native application products based on this model [2] - Wankang Technology also released its first AI Agent product, Wankang Chaomei Agent, which streamlines the entire audio and video creation process from storyboard planning to final publication [2]

8月5日，AIGC软件A股上市公司万兴科技（300624.SZ）加速Agent布局，打造全链路音视频AI智能 体，正式上线旗下首款AI Agent产品万兴超媒Agent，其大模型原生应用矩阵再添成员。该产品依托万 兴天幕音视频多媒体大模型2.0强大技术底座及高度智能化的技术架构，实现用一个Agent全面包办从分 镜规划到作品发布一系列创作任务，专为解决传统模式下多软件切换、操作复杂等音视频创作痛点而推 出，支持智能脚本策划、智能分镜拆解、智能画面提示、智能分镜生成、视频配音与配乐等AI功能， 可轻松创作具有大片质感的音视频爆款，助力创意平权及普惠时代的加速到来。 （万兴科技旗下万兴天幕AI APP已上线） 万兴超媒Agent的推出，是万兴科技结合其20余年音视频领域深耕经验及在AI领域深度探索的又一重要 成果，也是万兴科技赋能全球新生代创作者，致力推进人人皆是创作者时代到来的重要举措。在AI时 代，万兴科技以AI等前沿技术深入融入产品创新体系，持续为全球15亿用户带来更加智能、易用的AI 软件产品及数字创意解决方案。 公开信息显示，推出万兴超媒Agent的万兴科技是中国数字创意软件领域中全球化程度最高、产品线 ...

8月5日，万兴科技（300624）依托万兴天幕音视频多媒体大模型2.0，正式开放Web端创作平台万兴天 幕创作广场，并推出移动端AIGC应用新品万兴天幕AI App，构建起多端大模型原生应用矩阵。 据悉，万兴天幕2.0基模Pangu-T2V在SuperCLUE7月榜单中居国内Top4，综合能力跻身行业"一流梯 队"。 万兴科技方面表示，在该模型加持下，万兴天幕双端持续为用户带来低门槛、高质量、高性价比的创作 体验，首月AI视频生成单条低至0.25元，加速推进AI视频进入普惠创作时代。 目前，万兴天幕AI App已上线苹果APP Store及多个安卓商店，用户用手机即可开启专业级AI音视频创 作。 据介绍，万兴天幕AI App及万兴天幕创作广场可提供AI视频、图片、音频等一站式音视频创作功能， 并在固定、推进、环绕、跟随等基础运镜以及下降+推进、低角度+推进、环绕+推进、拉远+上升等复 杂组合运镜中，达专业水准，能深度赋能电商、创意广告、旅游宣传等领域。 对此，万兴科技相关负责人表示，万兴天幕双端平台适配优质算力，能满足全球用户大规模、经济地调 用AI功能，此次Web端和移动端一同正式开放，且"双端资产互通"， ...

Summary of Key Points from Conference Call Records Industry or Company Involved - **Semiconductor Packaging Industry**: Focus on TSMC's CoWoS technology and related companies - **RISC-V Architecture**: Development and adoption in high-performance computing - **Micro-Short Drama Industry**: Growth and government support in Shenzhen - **Brain-Computer Interface (BCI) Technology**: Medical applications and market potential - **AI in Healthcare**: Investment trends and technological advancements - **Tourism and Cruise Industry**: Summer tourism trends and company initiatives - **Robotics and AI**: Development in military and healthcare applications Core Insights and Arguments Semiconductor Packaging - TSMC is advancing its CoWoS technology, with expected Q3 sales between $31.8 billion and $33.1 billion, exceeding market estimates [2][3] - The global market for CoWoS technology is projected to exceed $10 billion by 2026, with China leading growth at 71% [2] RISC-V Architecture - The fifth RISC-V China Summit highlighted the acceleration of high-performance computing products [4] - Companies like Aojie Technology and Allwinner Technology are leading in RISC-V CPU subsystem development [5] Micro-Short Drama - Shenzhen's government has introduced measures to support the micro-short drama industry, with a market size expected to reach 68.6 billion yuan in 2025, growing at 36% [6][7] Brain-Computer Interface - The global BCI medical application market is projected to reach $40 billion by 2030, with significant growth in central nervous system disease treatments [8] - Companies like Yanshan Technology and Sanbo Brain Science are pioneering BCI applications [9] AI in Healthcare - The global AI healthcare investment landscape is heating up, with significant advancements in molecular modeling technology [11] - The company is collaborating with Tencent AI Lab to enhance drug discovery processes [11] Tourism and Cruise - The domestic summer tourism consumption is expected to reach 1.8 trillion yuan, with the company launching themed cruise lines [13] Robotics and AI - The military robotics sector is accelerating, with new developments in multifunctional robots for reconnaissance and inspection [16] - Companies are also focusing on healthcare robotics, with applications in rehabilitation and elderly care [15] Other Important but Potentially Overlooked Content - The CoWoS technology's capacity is directly linked to HBM production, indicating a critical supply chain relationship [2] - The RISC-V architecture's integration into data centers could disrupt traditional CPU markets [4] - The micro-short drama market's growth is driven by free content, highlighting a shift in consumer preferences [6] - The BCI technology's commercialization is supported by new pricing regulations in Hubei province [8] - The AI healthcare sector is seeing a convergence of technology and traditional pharmaceutical practices, enhancing drug development efficiency [11] - The cruise tourism initiative is part of a broader strategy to diversify offerings in response to changing consumer demands [13] - The military robotics market is expected to see increased government investment and interest, particularly in AI applications [16]