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昆仑万维(300418) - 昆仑万维2025年8月25日投资者关系活动记录表
2025-08-28 03:54
昆仑万维科技股份有限公司投资者关系活动记录表 编号:2025-003 | 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 | 来自东吴证券、华泰证券、国泰海通、中航证券、国联民生、 | | 人员姓名 | 山西证券、中邮证券、中信证券、中信建投、中泰证券、国元 | | | 证券、西南证券、华鑫证券、信达证券、甬兴证券、野村证券、 | | | 汇丰前海、大和日华、银华基金、鹏华基金、易米基金、南方 | | | 基金、京管泰富、弘毅基金、集元资产、南土资产、磐厚动量、 | | | 聚鸣投资、健顺投资、睿扬投资、宏道投资、致顺投资、弘章 | | | 基金等 58 位机构投资者 | | 时间 | 2025 年 8 月 25 日 16:00-17:00 | | 地点 | 电话会议 | | 上市公司接待人 | 昆仑万维 董事长兼 CEO 方汉先生 | | 员姓名 | 昆仑万维 战略副总裁 牟竹云先生 方总回顾公司 20 ...
昆仑万维: 2025年半年度报告摘要
Zheng Quan Zhi Xing· 2025-08-22 16:36
□适用 ?不适用 三、重要事项 报告期内经营业绩情况: 本报告期,公司继续坚定推进 AI 业务发展,聚焦大模型与多模态技术的研发与应用落地,持续加 大在 AGI 与 AIGC 等核心方向的投入力度。随着基础模型能力持续优化及各垂类 AI 应用产品力不断增强, 商业化落地成效初显。 本报告期,公司各项新业务保持高速发展,驱动营业收入快速增长,实现营业总收入 37.33 亿元, 同比增长 49.23%。其中,海外收入 34.41 亿元,同比增长 56.02%,占收入比重达 92.17%,同比增加 4 个百分点。同时,公司通过提升运营效率,优化资源配置,强化投资管理,第二季度环比亏损额显著减 少,亏损幅度显著收窄,符合年度经营预期。 昆仑万维科技股份有限公司 2025 年半年度报告摘要 证券代码:300418 证券简称:昆仑万维 公告编号:2025-065 昆仑万维科技股份有限公司 昆仑万维科技股份有限公司 2025 年半年度报告摘要 一、重要提示 本半年度报告摘要来自半年度报告全文,为全面了解本公司的经营成果、财务状况及未来发展规划, 投资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报 ...
昆仑万维(300418.SZ)发布上半年业绩,归母净亏损8.56亿元,扩大119.86%
智通财经网· 2025-08-22 15:08
报告期,公司各项新业务保持高速发展,驱动营业收入快速增长,实现营业总收入37.33亿元,同比增 长49.23%。其中,海外收入34.41亿元,同比增长56.02%,占收入比重达92.17%,同比增加4个百分点。 智通财经APP讯,昆仑万维(300418.SZ)发布2025年半年度报告,该公司营业收入为37.33亿元,同比增 长49.23%。归属于上市公司股东的净亏损为8.56亿元,同比扩大119.86%。归属于上市公司股东的扣除 非经常性损益的净亏损为8.59亿元,同比扩大110.90%。基本每股亏损为0.69元。 报告期,公司继续坚定推进AI业务发展,聚焦大模型与多模态技术的研发与应用落地,持续加大在AGI 与AIGC等核心方向的投入力度。大模型方面,公司围绕多模态推理、空间智能等核心领域,开源多款 行业领先的大模型;应用方面,天工超级智能体正式发布,重塑AI办公与内容创作方式。AI视频、AI音 乐等业务快速发展,平台影响力与商业化能力显著提升。AI游戏与AI社交产品持续优化,打造更强沉 浸与互动体验。 ...
飞书WPS们大战AI办公,OpenAI也要加入战场?
3 6 Ke· 2025-07-23 01:17
Core Viewpoint - OpenAI is developing a significant feature for ChatGPT that will allow users to create and edit Excel and PowerPoint files directly within the platform, marking a shift in how office software is utilized [1][5][14] Group 1: OpenAI's Developments - OpenAI is working on integrating native support for editing Office files, enabling users to perform tasks like formula input and chart analysis without traditional software [1][5] - The company is also testing more advanced agent functionalities to meet complex user needs and is developing document-based collaboration tools [1][5] Group 2: Competitive Landscape - The office software market is witnessing a surge in AI integration, with major players like Microsoft and Kingsoft (WPS) also enhancing their offerings with AI capabilities [2][5] - Traditional giants like Microsoft have introduced features like Copilot, which integrates AI into core applications, while WPS focuses on modular AI capabilities [5][7] Group 3: Collaboration Platforms - Domestic collaboration platforms such as Feishu, DingTalk, and WeChat Work are also entering the AI office space, launching AI-driven features like smart tables to compete in the market [4][10] - These platforms leverage their existing collaborative capabilities to integrate AI functionalities seamlessly, enhancing user experience without requiring additional learning [10][12] Group 4: New Paradigms in Office Software - The competition is not merely about adding AI features but about redefining the office software paradigm, with a focus on creating closed-loop systems where AI can understand user intent and automate workflows [13][14] - The future of office work may shift from traditional document formats to more dynamic interactions with AI, changing the fundamental nature of how work is conducted [14][17]
AI办公大战升温,OpenAI也要加入飞书和WPS的战场?
3 6 Ke· 2025-07-18 01:02
Group 1 - OpenAI is developing a significant feature that allows ChatGPT to natively support and edit Excel and PowerPoint files, enabling users to create and open .xlsx and .pptx files directly within ChatGPT [1] - The integration of AI into office applications is seen as a key area for large model applications, with traditional office software like Microsoft Office and WPS not yet reaching a breakthrough in user experience [1][4] - The competition in the AI office market is intensifying, with major players including traditional software giants, large model companies, and collaborative office platforms all vying for dominance [4][5] Group 2 - Kunlun Wanwei has recently completed a strategic transformation by launching the "TianGong Super Intelligent Agent," which integrates multiple intelligent agents for documents, PPTs, and spreadsheets, branding it as an "AI version of Office" [2][9] - Collaborative office platforms such as Feishu, DingTalk, and WeChat Work are also entering the AI office space, focusing on AI-driven table functionalities to enhance their offerings [4][13] - Traditional giants like Microsoft and WPS have begun integrating AI capabilities into their core applications, but face challenges in user adoption and experience [5][8] Group 3 - The approach of large model companies like OpenAI is to "rewrite office software" rather than simply adding AI plugins, aiming for a more integrated user experience [12][18] - The competition is not just about who integrates AI first, but about who can create a complete workflow that allows AI to understand user intent and automate tasks effectively [18][20] - The future of office work is shifting from traditional document formats to a more fluid interaction with AI, where users can simply prompt the AI to perform tasks rather than manually creating documents [20]
智能体元年:AI“新物种”力促数字生产力跃迁
Zheng Quan Ri Bao· 2025-07-09 16:29
Core Insights - The emergence of AI agents with autonomous planning and task closure capabilities is reshaping the technology landscape, attracting major global tech companies to compete in this space [1][6] - The year 2025 is anticipated to be the "year of industrialization for AI agents," as these technologies transition from experimental phases to practical applications across various industries [3][12] Group 1: Industry Development - AI agents are defined as AI applications built on large models, characterized by autonomy, interactivity, responsiveness, and adaptability, enabling them to perceive environmental changes and make decisions [2][4] - Major tech companies, including Microsoft, Google, Alibaba, Tencent, and Baidu, are investing in AI agent development platforms to facilitate the creation of various agents [3][4] - The market for AI agents is projected to grow significantly, with estimates indicating an increase from $5.1 billion in 2024 to $47.1 billion by 2030, reflecting a compound annual growth rate of 44.8% [7] Group 2: Technological Advancements - The development of AI agents is supported by advancements in large model generation, coding capabilities, image and video processing, and 3D modeling, providing a solid foundation for their application [4][11] - AI agents complement large models by enabling practical execution of tasks, thus enhancing the overall functionality of AI systems [4][5] - The integration of AI agents into enterprise operations is expected to address challenges such as fragmented AI applications and low return on investment [5] Group 3: Market Challenges - Many AI agents are still in the "semi-finished" stage, struggling to achieve a complete task closure, which hinders their practical application [8][9] - The need for a unified communication framework and task allocation rules among multiple AI agents is critical for effective collaboration and maximizing their potential [9][10] - The current landscape shows a high product turnover rate for AI agents, primarily due to their inability to fully meet user needs and complete complex tasks [8][9] Group 4: Strategic Initiatives - Companies are adopting a combination of ecosystem, technology, and policy strategies to overcome challenges in the AI agent market [10][11] - Collaborations, such as that between Alibaba and Manus, exemplify how integrating specialized capabilities into existing ecosystems can enhance user retention and reduce development costs [10] - The establishment of industry standards and supportive policies is expected to accelerate the development and application of AI agents [11]
“天枢”神经系统疾病AI大模型、天工超级智能体……首发首秀!数字技术发展“加速跑”
Yang Shi Wang· 2025-07-03 06:54
Core Insights - The 2025 Global Digital Economy Conference opened in Beijing, featuring over 50 forums and activities focused on AI integration, digital security, and digital healthcare, marking it as a significant platform for international cooperation in the digital economy [1][4] - Numerous new technologies and products were launched, highlighting the acceleration of China's digital technology development [4] - China leads in core technology innovations in AI, cloud computing, big data, blockchain, and quantum information, with 61.5% of the 45,000 newly disclosed generative AI patents globally in 2024 originating from China [7] Group 1: Digital Economy Initiatives - The establishment of a Global Digital Economy City Alliance with over 40 partner cities from various regions aims to enhance digital infrastructure, cross-border data governance, and smart city applications, indicating a shift towards multilateral cooperation in the digital economy [10] - The Digital Economy Experience Week allows visitors to engage with over 50 tech companies showcasing their latest innovations, running until July 5 [11] Group 2: Technological Advancements - A globally created scientific literature data platform by China has been launched, featuring AI capabilities for "scholar achievement interpretation" and "automatic review generation," providing free access to global users for efficient literature retrieval and citation analysis [14] - The conference also includes overseas venues to promote the "China solution" for global digital transformation, linking with events in Spain and Germany [16]
2025「中国最具价值 AGI 创新机构 TOP 50」发布
Founder Park· 2025-06-22 05:16
Core Insights - The Chinese AI industry in 2025 resembles the early stages of the internet in 2000, with a surge of new applications and products emerging [1] - Unlike the past, the current landscape requires a new understanding of AI-driven innovations, where entrepreneurs are redefining how products are built in this new world [2] - Founder Park focuses on companies that achieve breakthroughs in underlying technology and real-world applications, emphasizing those that demonstrate significant potential [2][3] Group 1: AI Applications and Innovations - Alibaba's Business Manager tool significantly reduces material creation costs by up to 90% and improves operational efficiency by 30% through AI technology [4] - ACE Studio democratizes music production with an open-source AI model that generates complete songs in as little as 15 seconds, lowering hardware barriers by over 50% [6] - Baidu's Cangzhou OS integrates various agents for content creation and consumption, enhancing user experience across multiple scenarios [7] Group 2: Emerging AI Companies - CapWords, an AI language learning app, gained popularity for its innovative interface and real-time object recognition capabilities, winning the 2025 Apple Design Award [8] - Cherry Studio supports various large models and offers a user-friendly chatbot experience, making it a notable AI chatbot client in 2025 [9][10] - Dify.AI's low-code platform enables rapid development of personalized AI applications, marking a shift from code-driven to intent-driven solutions [14] Group 3: AI in Various Industries - Flypig's "Ask One" travel planning product utilizes a multi-agent architecture to provide real-time, actionable travel plans [15] - Silica Flow collaborates with Huawei Cloud to offer AI infrastructure that significantly reduces enterprise computing costs [16] - Fotor, a digital content creation platform, serves over 800 million users globally, processing over 100 million images/videos monthly [17] Group 4: AI in Education and Research - Question.AI, an AI education product from Zuoyebang, has become a top educational app in the U.S. market by offering personalized learning solutions [40][41] - Deep Principle integrates AI with quantum chemistry to revolutionize chemical material research, achieving significant efficiency improvements [43] Group 5: AI in Entertainment and Media - PixVerse, an AI video generation tool, achieved a monthly active user count of over 16.19 million, showcasing its rapid growth and user engagement [38] - YouWare focuses on community-driven AI coding, allowing users to interactively build products with AI [61] Group 6: AI in Business and Productivity - OKKI, an AI product for foreign trade, has significantly improved marketing efficiency, helping businesses engage with millions of potential clients [36] - Sand AI's Magi-1 model offers high-quality video generation with precise control, attracting over a million users shortly after launch [44]
AI 进化风向标,2025 全球产品经理大会首批议题曝光!
AI科技大本营· 2025-06-16 07:40
Core Insights - The current era is ripe for the emergence of "epoch-making companies" in the AI sector, with a significant gap between models, product capabilities, and actual user needs [1] - AI is evolving from a tool for efficiency enhancement to a core driver of a new generation of product paradigms, with successful AI products being key to defining the next generation of epoch-making companies [1] Event Overview - The 2025 Global Product Manager Conference will address critical questions regarding product innovation in the AI era [2] - The conference, organized by CSDN & Boolan, will take place on August 15-16 in Beijing, featuring top experts from over 40 industries discussing 12 major themes [4] Keynote Topics - The conference will feature discussions on various topics, including the productivity revolution brought by generative AI and the Skywork Agent framework [7] - Key questions include how to reshape user experiences, define new product logic, and master essential engineering capabilities in the AI era [8] Notable Speakers and Their Topics - The conference will host several prominent speakers, including: - Fang Han, CEO of Kunlun Wanwei, discussing the ultimate form of generative AI and its productivity revolution [7] - Wang Yuan, CEO of Jiuhen Technology, exploring new interaction paths in the GenAI era [13] - The founder of YouMind, discussing how AI products can connect emotionally with users [17] - Zhou Chunzhao from NetEase, explaining how intelligent agents can redefine work paradigms [23] - Huang Zixun from vivo, focusing on the productization path of system-level AI capabilities [27] - Zhao Jiuzhou from WPS, sharing experiences in creating practical AI capabilities for the mass market [32] - Sun Shiquan from Alipay, discussing the new paradigm of creative production driven by AIGC [38] - Hu Tengyu from Suoyun AI, analyzing the application of AI agents in manufacturing and education [44] - Yang Yixi, a former product director at Kuaishou, discussing the implementation of AI products in various scenarios [50] - Li Zhiyong, author of "Unmanned Companies," sharing insights on AI-driven business models [72] Additional Insights - The conference aims to foster deep exchanges and value creation among AI product practitioners, technical teams, and innovative enterprises [116][117] - Attendees can register to receive exclusive resources and insights from leading product managers [118][119]
国产Agent不断演进,通用协议推进系统性应用
Guoyuan Securities· 2025-06-09 08:00
Investment Rating - The report maintains a "Recommended" investment rating for the AI industry, highlighting the continuous evolution of domestic agents and the promotion of universal protocols for systematic applications [2]. Core Insights - The AI agent field is experiencing rapid advancements, with capabilities doubling approximately every seven months since the release of ChatGPT in 2022, leading to an exponential increase in the tasks that AI agents can complete [5]. - Major internet companies are competing to capture the AI internet era's new interaction entry point, with AI agents inheriting the core attributes of the app era and showing advantages in service delivery, network effects, and developer ecosystems [9]. Summary by Sections Section 1: Domestic Intelligent Agent Technology Innovation - The report discusses the launch of ByteDance's Coze Space, a universal agent product designed to facilitate efficient collaboration between users and AI agents, enabling the completion of complex tasks [13][14]. - Coze Space features two collaboration modes: an exploration mode for lightweight tasks and a planning mode for complex needs, allowing for real-time user input during task execution [17]. Section 2: MCP Open Protocol Continues to Expand - The introduction of the Agent2Agent (A2A) open protocol by Google aims to enable communication and secure information exchange between different AI agents, enhancing collaborative task execution across platforms [69]. - A2A facilitates interactions between client and remote agents, allowing for capability discovery, task management, and secure collaboration, thereby increasing operational efficiency [72]. - Microsoft announced plans to leverage the MCP to create an open "agentic web," where AI agents can autonomously initiate tasks and collaborate with minimal human oversight [80]. Section 3: Related Targets - The report identifies several companies involved in AI agent development, including Zhuoyi Information, which is focused on low-code integrated development environments (IDEs) that incorporate AI capabilities to enhance coding efficiency [84]. - Puyuan Information is integrating advanced large model capabilities into its low-code development platform, enhancing developer productivity through intelligent assistance [89]. - Hehe Information has launched an MCP server service for document processing, significantly improving the efficiency of intelligent document handling tasks [90].