方汉认为，中型模型公司的机遇在于垂类模型。"可以简单把最早的ChatGPT理解为背答案，GPT-4o是 背过程，但很多行业没有过程数据，对中小企业来说，把所处行业细分过程数据做好，基于开源模型进 行后训练就能取得很好的效果。深耕一个赛道，把这个赛道的过程数据做到极致，这将成为你的护城 河。这不需要那么多投入，并且能获得很好的效益。" 北京市"十五五"规划建议提出，全面实施"人工智能+"行动，以人工智能引领科研范式变革，全方位赋 能千行百业，完善人工智能标准体系和应用规范，支持人工智能企业参与全球竞争。 方汉表示，作为服务型贸易出海企业，昆仑万维曾拿过北京市鼓励文化出海相关专项基金，并且在AI 人才扶持方面，北京东城区给予了昆仑万维人才落户等政策支持，"这让我们在AI人才争夺上具备了优 势"。目前，昆仑万维在北京约1800名员工，海外员工数量大约1200名，在波兰等地还设有研发中心， 公司AI全产业链布局持续取得进展。 新京报贝壳财经讯（记者韦英姿）近日，在"民企显身手，奋进正当时"主题采访中，昆仑万维科技股份 有限公司（下称"昆仑万维"）董事长兼CEO（首席执行官）方汉接受了新京报贝壳财经等媒体采访。在 谈及 ...

"我出生的那个县城，当时全县只有两个人会拍视频，就是县电视台的两名摄像师。"智能手机的普及， 催生了全民短视频时代的诞生。方汉预判，AI技术将极大地降低人们创作内容的门槛和成本。 如今，AI已深度融入其公司的各项业务，成为降本增效和产品创新的核心驱动力。以增长迅猛的出海 短剧业务为例，AI技术彻底重构了生产与投放流程。一部剧集完成后，在6小时内就能通过AI完成翻 译、配音、生成字幕并适配18种语言在全球上线。同时，AI能自动从一部短剧中剪辑生成数万条投放 素材，极大提升了推广效率。方汉介绍，该短剧平台年化流水收入已达2.4亿美元，在全球出海短剧赛 道稳居前三。在音乐领域，AI更是将一首曲子的制作成本从过去的十万元量级降至不到一元钱。 方汉介绍，公司内部使用AI辅助编程，已带来30%到40%的代码提效。他认为，如同新能源、智能座舱 技术改造传统车企，AI必将对所有的软件、硬件和互联网平台进行重塑。 海外收入占比高达93%，市场遍及东南亚、非洲、中东、北美、南美、欧洲等地区，全球平均月活跃用 户近4亿……日前，在"民企显身手 奋进正当时"主题采访中，昆仑万维董事长兼首席执行官方汉展示了 这一亮眼的出海成绩单。 走 ...

编辑部 整理自 MEET2026 量子位 | 公众号 QbitAI 从通用大模型到可执行智能体，AI正沿着过程自动化历经技术的拐点。 正值Agent迅速迭代时期， 昆仑万维董事长兼CEO方汉 从产业出发，提出了一个全新的视角： Agent并不是通用人工智能的雏形，而是一种可验证过程的自动化系统。它不擅长创造新范式，却极其擅长把已经被人类验证过的流程 规模化复制。 在他的判断中，从ChatGPT到DeepSeek，标志着大模型完成了从"背答案"到"背过程"的关键跃迁：前者打开了通用对话与生成能力的入口， 后者则通过更高效、更长推理的方式，把大模型推向以过程泛化为核心的新阶段。 也正因此，Agent最先落地的并非千行百业，而是流程稳定、结果可验证的AI Office。所以长期来看，将是基础模型逐步收敛，而围绕具体流 程构建的 专业Agent 成为组织运行的基本单元。 在他看来，最终Agent重塑的不是某个岗位，而是整个组织——人类将从重复执行者，转变为过程的架构者，这也将成为Agent时代人类表达 自我的新范式。 为了完整呈现方汉的思考，在不改变原意的基础上，量子位对演讲内容进行了整理编辑，希望能提供新的视角与洞 ...

Core Viewpoint - The emergence of Kunlun Wanwei as a leading player in the AIGC era demonstrates the potential for AI commercialization and the company's successful strategies in overseas markets [1][5][15]. Group 1: Company Overview - Kunlun Wanwei is a responsive player in the large model wave, strategically focused on AIGC [2]. - The company has a comprehensive business landscape with successful product cases, showcasing the impact of AI on various scenarios [3]. Group 2: Financial Performance - In Q1 2025, Kunlun Wanwei achieved revenue of 1.76 billion yuan, a year-on-year increase of 46%, with AI business driving growth [10]. - The company's overseas revenue reached 1.67 billion yuan, accounting for 94.9% of total revenue, marking a 6.5 percentage point increase from the previous year [11]. Group 3: Product Development - The launch of the Skywork Super Agents on May 22 attracted significant market attention, leading to a stock price surge and a trading volume of 5.381 billion yuan [4]. - The AI music platform Mureka saw a global visit count of 3.33 million in March, a month-on-month increase of 86.5%, becoming the fastest-growing product in the AI music category [12]. Group 4: R&D Investment - Kunlun Wanwei's R&D expenses surged to 1.54 billion yuan in 2024, a year-on-year increase of 59.5%, representing over 27% of total revenue [18]. - The R&D team expanded to 1,554 members, making up 73.41% of the total workforce, positioning the company among the top non-traditional AI enterprises in China [21]. Group 5: Market Strategy - The company has adopted a strategy of "vertical scenarios + overseas expansion," allowing it to avoid direct competition with giants while quickly validating product value [59]. - Kunlun Wanwei's approach emphasizes long-term commitment and leveraging existing advantages to build competitive AI products [60]. Group 6: Future Outlook - The company is positioned to capitalize on the upcoming AI commercialization wave, with expectations of continued growth in overseas markets and AI applications [15][48]. - The strategic shift from "tool-based products" to "intelligent service platforms" reflects the evolving landscape of AI services [35].

Core Insights - The article highlights Kunlun Wanwei's successful transition into a "platform-level" AI company, showcasing its robust financial performance and strategic growth in 2024 [2][21] - The company has diversified its business model, focusing on AI-driven applications across various sectors, including social media, short dramas, music, and search [4][18] Financial Performance - Kunlun Wanwei reported a total revenue of 5.66 billion yuan in 2024, marking a year-on-year growth of 15.2% [2] - The overall gross margin reached 73.6%, with R&D expenses amounting to 1.54 billion yuan, reflecting a significant increase of 59.5% [2] - Overseas business revenue accounted for 91% of total income, reaching 5.15 billion yuan, which is a 21.9% increase year-on-year [4] AI Application Growth - The AI social product Linky achieved a monthly revenue exceeding 1 million USD, with 3 million active users and over 10 million downloads [12] - The AI music platform Mureka generated an annual recurring revenue (ARR) of approximately 12 million USD, with a monthly revenue of around 1 million USD [12] - The short drama platform DramaWave reached an ARR of about 120 million USD, with a monthly revenue of 10 million USD, surpassing Netflix in the Korean market with its hit series "Engagement Storm" [5][15] Strategic Initiatives - Kunlun Wanwei's "All in AGI and AIGC" strategy has been fully implemented, creating a diversified business matrix that includes AI social, short dramas, music, and search [4][18] - The company has adopted a dual approach in the short drama sector, developing both a distribution platform (DramaWave) and an AI-driven content creation platform (SkyReels) [14][15] - The launch of SkyReels, an AI short drama creation platform, allows creators to generate scripts and videos using natural language input, significantly streamlining the production process [14][15] Market Position and Future Outlook - The company aims to achieve an ARR of 360 million USD by the end of 2025, positioning the short drama business as a key growth driver [18] - Kunlun Wanwei's self-developed models and technology have established it as a competitive player in the global AI industry, with significant advancements in various AI applications [19][20] - The market has recognized Kunlun Wanwei as a mature and diversified "AI industry matrix," reflecting confidence in its business model and technological capabilities [21][22]