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昆仑万维:公司现已构建起“算力基础设施—大模型算法—AI应用”的全链条布局
Zheng Quan Ri Bao· 2025-08-13 12:40
Core Viewpoint - The company has established a comprehensive layout in the AI sector, covering "computing power infrastructure - large model algorithms - AI applications," achieving significant progress across various fields such as AI large models, AI search, AI short dramas, AI music, AI games, and AI social networking [2] Group 1 - The company is recognized as a leading AI technology firm in China [2] - The self-developed "Tiangong" series large models have undergone continuous iteration, achieving breakthroughs in complex task processing and multimodal capabilities, maintaining a top-tier position in the industry [2] - The AI music large model developed by the company has reached the industry's state-of-the-art (SOTA) level, ranking first globally [2] Group 2 - The open-sourced SkyworkR1V multimodal reasoning model has achieved open-source SOTA, ranking first among similar open-source models globally [2] - The SkyReels video large model, aimed at AI short drama creation, has reached a leading level globally [2] - The company's large model learning reinforcement Skywork-Reward model has also achieved a global first [2]
昆仑万维2024年财报:AI业务高歌猛进,净利润巨亏15.95亿
Sou Hu Cai Jing· 2025-04-28 07:38
Core Insights - The company reported a total revenue of 5.662 billion yuan in 2024, representing a year-on-year growth of 15.20%, but faced a significant net loss of 1.595 billion yuan, a decline of 226.74% compared to the previous year [1][7] - Despite the losses, the company made notable advancements in AI technology and expanded its overseas market presence, with overseas business revenue reaching 5.15 billion yuan, a year-on-year increase of 21.9%, accounting for 91% of total revenue [4][7] Overseas Market Performance - The overseas business segment, particularly the Opera platform, showed strong growth with revenue of 480 million USD, up 21.1% year-on-year, and nearly 300 million monthly active users [4] - The short drama platform DramaWave emerged as a highlight, achieving an annualized revenue run rate (ARR) of approximately 120 million USD by the end of March 2025, with a successful launch of the hit short drama "Engagement Storm" [4] R&D Investment and AI Innovations - The company significantly increased its R&D investment to 1.54 billion yuan in 2024, a rise of 59.5% year-on-year, focusing on AI technologies including large models, AI search, and AI music [4][7] - In the AI music sector, the company launched the MurekaO1 and MurekaV6 models, surpassing competitors and establishing a strong position in the global AI music market, with an ARR of approximately 12 million USD by March 2025 [6] Financial Challenges - The substantial net loss of 1.595 billion yuan was primarily attributed to high R&D costs and investment losses due to financial asset price fluctuations, which amounted to 820 million yuan [7] - The company anticipates that the period from 2025 to 2026 will be crucial for the application and revenue growth of AI large models, with expectations of profitability starting in 2027 [7]