Core Insights - The company is significantly increasing its investment in AI, with a focus on AGI and AIGC, despite facing short-term losses [1][2] - The company aims to solidify its leading position in the AI sector by enhancing R&D and attracting top talent [2][3] - The company has a comprehensive strategy that includes controlling an AI chip company to establish a full industry chain from computing power to AI applications [3] R&D Investment - The company has increased its R&D expenses to 1.54 billion yuan, a 59.5% year-on-year increase, to strengthen its long-term technological competitiveness [2] - The current phase (2023-2024) is characterized as an initial investment stage for AI models, with expectations of profitability by 2027 [2][6] Product Development - The company has launched several AI models in 2023, including SkyReels and Mureka, with a focus on user demand in rapidly growing sectors like music and short films [4][5] - The Mureka platform achieved a monthly revenue of approximately 1 million USD by March 2025, while the short film platform DramaWave reached about 10 million USD [4] Market Strategy - The company plans to release a general-purpose agent product for productivity scenarios, focusing on high-frequency use cases [5] - The global market for digital music workstations is currently valued at around 4 billion USD and is expected to grow to 10 billion USD, with the company targeting a 10% market share [6] Business Model - The short film business has diversified revenue sources, including subscriptions, in-app purchases, and advertising, to enhance user engagement [5][7] - The company is committed to addressing user pain points and leveraging data and algorithms to maintain a competitive edge [3][6]

以下文章来源于中国企业家杂志 ，作者孙欣 中国企业家杂志 . 讲好企业家故事，弘扬企业家精神 来源丨中国企业家杂志 昔日的海外游戏骄子，如今日子并不好过。All in AI的第二个年头，昆仑万维首度出现亏损。 4月25日，昆仑万维发布最新财报，2024年营收56.62亿元，同比增长15.2%，净利润亏损15.95 亿元，同比下跌226.8%。这也是上市十年，昆仑万维首度亏损的一年。 不同于净利润的窘境，自2025年开年来，从开源到大模型迭代，昆仑万维AI的各个方面都风光无 限。 财报发出前一天，昆仑万维宣布正式开源多模态推理模型Skywork-R1V 2.0。公告中，昆仑万维 还以几道高考数学、物理题目，测试其图文识别及推理功能，不少科技自媒体博主称其为"能考上 985的AI"。 过去两年多，昆仑万维相继上线文本、音乐、3D甚至工业界等多维度大模型。春节期间， DeepSeek燃爆AI圈后，各大模型厂商也都纷纷加大力度推陈出新，但出圈的少之又少，昆仑万维 成为少数出圈的公司之一。 3月，昆仑万维发布AI音乐模型Mureka O1，并称其为"全球首个音乐推理模型"。在海内外大模型 的测评榜单上，其表现数次超越过 ...

2024年4月，昆仑万维发布第一代音乐生成模型Mureka V1，并于8月上线AI音乐创作平台Mureka。今年3月，公司再度发布Mureka O1与Mureka V6，其中 Mureka O1为首款加入MusiCoT（Chain of Thought）的音乐推理大模型，性能超越了其全球范围内最强劲的对手Suno。方汉透露，这次迭代是受到DeepSeek- R1的启发。 另一边，公司在2024年8上线集成视频大模型与3D大模型的AI短剧平台SkyReels，又于今年2月开源面向AI短剧创作的视频生成模型SkyReels-V1。 音乐和视频，是昆仑万维筛选出来最好的AIGC内容赛道。"全世界有80亿人可以消费视频，40亿人能消费音乐，但可能只有20亿人能消费漫画，10亿人能消 费小说。"方汉对智通财经记者表示。 方汉曾经不远千里飞往一座自己从未听说过名字的小县城，专程去"堵人"。作为昆仑万维（维权）董事长兼CEO，这是他代表公司去竞争AI人才时必要的自 觉。 他说自己从不会让这些人来公司，都是自己"巴巴地"上门，找一家餐馆或咖啡厅，一口气跟人家聊上几个小时。凭借这样的方式，方汉成功为昆仑万维吸引 了一批技术人才 ...

Core Insights - Kunlun Wanwei has made significant progress in commercializing its AI products, particularly in AGI and AIGC, with notable revenue achievements in AI social and music sectors [1][3][7] - The company has faced challenges in maintaining a stable narrative and profitability amidst fluctuating stock performance and market skepticism [2][16] - Kunlun Wanwei's strategy focuses on optimizing model costs and leveraging AI applications to drive revenue, while also navigating a competitive landscape dominated by larger firms [10][11][12] Financial Performance - In 2024, Kunlun Wanwei reported a net loss of 1.6 billion yuan, a significant decline from a profit of 660 million yuan in 2023, marking a new low in its ten-year history [16] - The company’s annual recurring revenue (ARR) for AI social reached approximately 12 million USD, with a peak monthly revenue of over 1 million USD [1][7] - R&D expenses reached 1.54 billion yuan, reflecting the company's commitment to maintaining its competitive edge in AI [16] Product Development - The company has developed various AI models, including the TianGong AI assistant, which has achieved a peak monthly active user count of over 10 million [4][11] - Kunlun Wanwei's music generation model, Mureka, has been recognized for its competitive edge in the AI music space, outperforming notable competitors [15] - The launch of the SkyReels platform integrates video and 3D models for automated content creation, showcasing the company's innovation in AI applications [5] Market Positioning - Kunlun Wanwei positions itself uniquely in the AI landscape, focusing on product development rather than competing directly with larger firms that have more resources [9][12] - The company aims to capture opportunities in the AI sector, which is viewed as a blue ocean market with potential for disruption across various industries [12][17] - Despite the challenges, Kunlun Wanwei remains optimistic about achieving profitability in its AI model business by 2027 [17]

(原标题：昆仑万维（300418）：一季度营收大幅增长46%AI算力芯片取得突破性进展) 4月29日，昆仑万维(300418.SZ)披露2025年一季度业绩报告。报告期内，公司实现营业收入17.6亿元， 同比增长46%，全力推动AI算力芯片、大模型及应用的研发迭代工作，研发费用4.3亿元，同比增长 23%。 截至报告期末，公司AI音乐年化流水收入ARR达到约1200万美金(月流水收入约100万美金)；短剧平台 Dramawave年化流水收入ARR达到约1.2亿美金(月流水收入约1000万美金)，为收入增长注入强劲动力。 公司全球化战略成效显著，实现海外业务收入16.7亿元，同比增长56%，海外业务收入占比提升至 94%，国际化布局进一步深化。 公司在多模态推理、视频生成、音频生成等关键方向，推出多项颠覆性技术与开源成果。公司发布的 Skywork R1V多模态推理模型达到开源SOTA(State of The Art，当前最佳水平)；视频生成领域， SkyReels-V1模型与支持精准表情动作控制的SkyReels-A1算法位居全球领先地位，后者更实现技术突破 性SOTA；AI音乐领域，Mureka V6与全 ...

AI神曲爆火。 作者 | 黑莓 来源 | 惊蛰青年 以下文章来源于惊蛰青年 ，作者黑莓 惊蛰青年 . 一座Z世代博物馆。 （ID：wakinglism） 白天搬砖，晚上写歌，成了上班族海文的日常。 过去一个月里，作为业余写手的他用AI实现了"音乐平权"："以前憋三天写不出一段旋 律，现在输入'雨天''分手''咖啡'，AI 三秒给我吐出一首歌。"他兴奋地展示手机里17 首 由 AI 生 成 的 demo ， 尽 管 播 放 量 勉 强 破 万 、 收 益 栏 惨 淡 挂 零 ， 他 依 然 坚 信 " 这 是 未 来"。 如 今 ， 像 海 文 这 样 的 " 野 生 音 乐 人 " 正 批 量 涌 入 音 乐 平 台 。 随 手 搜 索 "DeepSeek 热 歌 ""AI 神 曲 " 等 关 键 词 ， 便 能 看 到 歌 单 里 的 上 百 首 AI 歌 曲 ， 甚 至 有 用 户 日 更 30 首 AI 歌"碰运气"。 这一切，都要归结于一首AI神曲的爆火。 上个月，名叫《七天爱人》的歌曲引发了行业地震。这首由程序员Yapie花了2小时创作 出的AI歌，不但登上了微博热搜、网易云音乐的飙升榜，甚至因为实 ...

Group 1 - The emergence of AI-generated music has led to a surge of amateur musicians entering the music industry, with many creating songs using AI tools [2][3][19] - A notable AI song, "Seven Days Lover," created by programmer Yapie, gained significant popularity, leading to discussions about the potential of AI in music creation [3][6][15] - Despite the initial excitement, the AI music market faces challenges, including copyright issues and the quality of AI-generated songs being questioned by industry professionals [6][23][24] Group 2 - Critics argue that AI music lacks innovation and emotional depth, often resulting in repetitive and formulaic compositions [10][12][28] - The commercialization of AI music is complicated by legal uncertainties regarding copyright, as platforms are hesitant to sign contracts with AI-generated works [22][23] - The influx of AI-generated music has raised concerns about the overall decline in music quality and the potential impact on traditional musicians and their income [26][27][30] Group 3 - The music industry is witnessing a shift where AI tools are being used for low-cost production, potentially undermining the livelihoods of traditional musicians [25][26] - The phenomenon of "AI music" is seen as a reflection of a broader trend in the music market, where mediocre content is often favored over quality [14][18][30] - The debate continues over whether AI can truly replicate the emotional and artistic depth of human-created music, with many asserting that AI lacks the ability to understand and convey genuine artistic expression [31]

人人都是音乐创作人的时代来临了！ 出品丨AI 科技大本营（ID：rgznai100） AI 正渗透各行各业，前不久，一首由 AI 创作的歌曲火爆出圈，在短短几天内登上热歌榜单。AI 正在为音乐爱好者打开音乐创作之门。据 Fortune Business Insights 数据显示，2023年全球数字音频工作站（DAW, Digital Audio Workstation）市场规模高达约30亿美元，预计2026年约70%的 DAW企业将使用AI技术辅助音乐创作。 《Mureka》AI 音乐人 MV 全网首发，歌手：Mureka；该作品由 AI 生成，其中音乐由 Mureka 生成，视频由 SkyReels 技术支持生成。 点开这首《童年的夜晚》，旋律柔和动听，人声温柔真挚，咬字清晰，歌词很贴近提示词的风格，完全没有 AI 感，很不错。 将生成的歌曲下载下来后，小编发现它支持音轨分离下载。普通歌曲下载只有一条音轨，而Mureka 提供音乐生成的独立的人声、伴奏等多轨输出，比 如鼓声、贝斯等，这样对编曲者来说无疑是二次创作的神器，方便用户后续混音。 什么？你说提示词生成是小case啦？来，上难度，点击高级模式，Mu ...