克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 一句话就能生成完整短视频，主理人再也不用担心不会拍宣传片了！ 只需在对话框中说出需求，它就能在几分钟内交付可以直接投放的成片，把过去的脚本、拍摄、剪辑环节打包完成执行。 这就是来自快手的AIGC超级员工 Kwali ，目前正在火热内测。 它把多个不同功能的Agent整合进同一个框架帮你做视频，而且还有素材库和数字人资源随取随用，并且绝不会抱怨，不满意可以重新生成直 到满意为止。 有了这个"超级员工"，视频制作的门槛又又又降低了——从写脚本到剪片子都交给后台完成，店主、博主甚至是社群管理员都能自己发高质量 短片。 一句话生成宣传视频 只要说清需求并准备好资料，Kwali就可以 在短短几分钟内生成带脚本、字幕和带BGM的视频 。 在这个"超级员工"背后，有一个强大的云端多Agent框架提供支持。 这当中的每个环节，Agent都可以通过感知、思考和行动进行参与。 当然， 除了高效幕后团队，想做出一段精彩的宣传片，还需要海量素材支撑。 快手千寻素材库与数字人模特库就像两座随取随用的仓库直接接进流水线，热门垂类的高分镜头、脚本模板按播放量和完播率排序，被优先塞 进 ...

Core Viewpoint - Kuaishou Technology reported record highs in both traffic and profitability for Q2 ending June 30, 2025, with revenue growth of 13.1% year-on-year to 35 billion RMB and adjusted net profit growth of 20.1% to 5.6 billion RMB [1][2] Financial Performance - Revenue reached 35.046 billion RMB, a 13.1% increase from 30.975 billion RMB in the previous year [2] - Gross profit was 19.504 billion RMB with a gross margin of 55.7%, up from 55.3% [2] - Operating profit increased by 35.4% to 5.289 billion RMB, while net profit rose by 23.7% to 4.922 billion RMB [2] - Adjusted net profit margin improved to 16.0% from 15.1% [2] User Engagement - Average daily active users reached 409 million, a 3.4% increase year-on-year, while average monthly active users grew by 3.3% to 715 million [1] - Total user engagement time increased by 7.5% year-on-year, indicating a significant boost in overall traffic [1] AI Integration and Business Transformation - The shift in focus from user growth and e-commerce GMV to AI-driven effects is evident, with AI seen as a core indicator for future growth [3][4] - Kuaishou's AI capabilities, particularly the Keling AI, have evolved into a significant independent business unit, generating 250 million RMB in revenue in Q2 [5][6] - AI is being integrated into Kuaishou's core operations, enhancing efficiency and reducing operational costs significantly [7][8] Advertising and E-commerce Innovations - Kuaishou's AI practices have restructured the advertising chain, improving conversion rates and optimizing marketing strategies [8][9] - The introduction of AI-driven digital hosts for live streaming has lowered operational barriers for merchants, allowing for more efficient and effective marketing [10][12] - E-commerce GMV reached 35.89 billion RMB, maintaining double-digit growth at 17.6% year-on-year, with AI playing a crucial role in enhancing transaction efficiency [13][14] Future Outlook - Kuaishou is transitioning from a content platform to an AI-driven digital business system, aiming for seamless integration from content creation to transaction [18] - The company is positioned to redefine efficiency in the next decade, focusing on maintaining user relationships while leveraging AI for operational improvements [18]

Core Insights - The automotive industry is undergoing a digital marketing transformation driven by AI technology, with new market segments becoming crucial for growth [1][6] - Kuaishou has positioned itself as a key platform for dealers to overcome growth bottlenecks, leveraging its ecosystem of over 200 million automotive interest users [1][3] Industry Changes and Kuaishou's Ecosystem - Domestic automotive demand growth is slowing, yet passenger car sales increased by 12.6% in the first half of the year, with new energy vehicles reaching a penetration rate of nearly 50% [1] - Dealers are encouraged to accelerate digital transformation to enhance efficiency and target customer engagement [1][6] User Ecosystem and Cost Efficiency - Kuaishou's automotive lead generation is projected to grow by 224.1% year-on-year by June 2025, with a significant portion of leads coming from high-frequency users [3] - The "short and direct dual opening" model has reduced customer acquisition costs by 13% and increased lead volume by 42% for participating dealers [3] Digital Tools and Live Streaming Efficiency - Private messaging can increase exposure by 30%, with an 88% conversion rate for automotive clients [5] - The "real person + digital person" live streaming model can boost lead volume by 30% while reducing costs by 10% [5] Support Policies and Operational Efficiency - Kuaishou has introduced comprehensive support policies, including training, cost reduction, and traffic expansion, to enhance dealer efficiency [6] - The platform has helped over 27,000 dealers build private domain territories through upgraded infrastructure [6] Practical Validation and Future Plans - Successful case studies demonstrate Kuaishou's value, with one dealer increasing exposure from 94 million to 620 million and maintaining lead costs around 60 yuan [6][7] - Kuaishou plans to increase resource allocation for new market segments, including traffic subsidies and free trials of digital tools, to achieve mutual growth in the new retail 2.0 era [7]