Core Viewpoint - The rise of AI singer Yuri, created by AI.TALK, marks a significant moment in the AI music industry, with her debut music video "SURREAL" achieving over 7 million views across platforms, indicating a growing acceptance and interest in AI-generated music [1][7]. Group 1: AI Singer Development - The success of Yuri is attributed to advancements in music and video generation models, allowing for high-quality production that blurs the line between AI and human-generated content [7][12]. - Unlike previous virtual idols, Yuri represents a new wave of AI singers that can create music autonomously, leveraging AI models for both music composition and video production [6][8]. Group 2: Market Dynamics - The AI digital human market in China is projected to reach approximately 4.12 billion yuan in 2024, with a year-on-year growth of 85.3%, highlighting the rapid expansion of this sector [12]. - The commercial potential of AI singers is compared to traditional virtual idols, suggesting that AI singers can replicate successful monetization strategies such as merchandise, concerts, and collaborations [8][11]. Group 3: Challenges and Opportunities - Despite the potential, AI singers face challenges in achieving widespread recognition and maintaining audience engagement, as seen with other AI singers like Qiyue, which struggled to gain traction despite significant backing [10][11]. - The ability to create high-quality music and videos is essential for the commercial success of AI singers, as the market becomes increasingly competitive with more entrants expected [12][13].

证券代码： 300418 证券简称：昆仑万维 昆仑万维科技股份有限公司投资者关系活动记录表 编号：2025-001 | 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、招商证券、山西证券、 | | 人员姓名 | 国联民生、光大证券、西南证券、国元证券、国盛证券、华福 | | | 证券、华金证券、华鑫证券、汇丰前海、大和日华、中加基金、 | | | 长安基金、太平洋保险、集元资产、南土资产、IGWT、Marco Polo | | | 等 75 位机构投资者 | | 时间 | 2025 年 5 月 6 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 2024 年度及 2025 年一季度整体情况： | | | 过去一年，A ...

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 ...

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 ...