昆仑万维半年报亮眼：营收25亿，AI应用加速落地，海外业务占比超八成
8月23日晚间，昆仑万维(300418.SZ)发布2024年半年度业绩报告，公司上半年实现营业总收入25亿元，整体毛利率达78.2%，继续保持在较高水平。海外业务收入规模达22亿元，同比增长9%，占总收入比重达88.2%。
报告显示，昆仑万维上半年研发费用为7.6亿元，同比增长115.7%，展现出公司对人工智能技术研发的持续投入。公司在基座大模型迭代、AI应用发展、商业化变现三大维度上均取得显著发展。
AI应用加速落地，多款产品全球范围内成功推出
作为中国领先的人工智能科技公司，昆仑万维现已完成“算力基础设施—大模型算法—AI应用”全产业链布局，并构建起由AI大模型、AI搜索、AI游戏、AI音乐、AI社交、AI短剧组成的多元AI业务矩阵。
在AI应用方面，昆仑万维多款产品在全球范围内成功落地。报告期内，天工AI智能助手日活跃用户(DAU)突破100万。截止报告期末，AI社交产品Linky日活跃用户(DAU)已突破50万，用户粘性极强。AI游戏产品《Club Koala》开启Alpha测试，预计于2024年10月开启Beta版测试。此外，还有多款AI游戏在研发中，包括基于AI打造的UGC开放世界RPG游戏《Project G7》。
在AI音乐方向，昆仑万维今年4月在国内推出面向C端用户的天工音乐服务，受到用户一致好评；在海外，公司推出了全球首款AI流媒体音乐平台Melodio和AI音乐创作平台Mureka。AI短剧方向，AI短剧平台SkyReels于8月19日正式发布，集成了公司自研剧本大模型SkyScript、自研分镜大模型StoryboardGen、自研3D生成大模型Sky3DGen，以及业界首个将AI 3D引擎与视频大模型深度融合的创新平台WorldEngine，让创作者“一键成剧”，轻松制作高质量AI视频。
商业化进程加速，多领域合作推动收入增长
昆仑万维积极推动AI应用的商业化进程，天工大模型通过与众多企业如电信运营商、主流手机厂商、金融机构、头部短视频平台、直播平台、教育公司、物业公司等达成商务合作，实现商业化收入。公司海内外C端AI应用也在加速商业化进程，反哺业务发展。
此外，昆仑万维旗下艾捷科芯在研的AI大算力芯片项目进展顺利，致力于推动算力芯片技术的突破，为人工智能、数据中心和高性能计算等领域提供强有力的硬件支持。
昆仑万维致力于AI普惠生态建设，通过发布和开源多项技术，进一步推动生态建设。公司与新加坡国立大学、新加坡南洋理工大学团队联合发布了Vitron通用像素级视觉多模态大语言模型；公司开源了千亿参数级稀疏大模型Skywork-MoE，这是首个支持用单台服务器训练千亿参数大模型的开源项目。
未来展望：持续深耕AI领域，打造全球领先的AI科技公司
昆仑万维将继续深耕人工智能领域，坚持技术创新，不断提升大模型能力，加速AI应用落地，并积极探索商业化模式，推动AI技术普惠发展。公司将以“成为全球领先的AI科技公司”为目标，为用户提供更优质的AI产品和服务，为社会发展贡献力量。
英语如下：
Kunlun Wanwei’s Impressive Half-Year Report: Revenue Reaches2.5 Billion Yuan, AI Applications Accelerate Landing
Keywords: Kunlun Wanwei, 2.5 Billion Yuan Revenue, AI Landing
Kunlun Wanwei’s Impressive Half-Year Report: Revenue Reaches2.5 Billion Yuan, AI Applications Accelerate Landing, Overseas Business Accounts for Over 80%
On the evening of August 23,Kunlun Wanwei (300418.SZ) released its 2024 semi-annual performance report. The company achieved total operating revenue of 2.5 billion yuan in the first half of the year,with an overall gross profit margin of 78.2%, remaining at a high level. Overseas business revenue reached 2.2 billion yuan, an increase of 9% year-on-year, accounting for 88.2% of total revenue.
The report shows that Kunlun Wanwei’s research and development expenses in the first half of the year were 760 million yuan, a year-on-year increase of 115.7%, demonstrating the company’s continued investment in artificial intelligence technology research anddevelopment. The company has made significant progress in three dimensions: base large model iteration, AI application development, and commercialization.
AI Applications Accelerate Landing, Multiple Products Successfully Launched Globally
As a leading Chinese artificial intelligence technology company, Kunlun Wanwei has now completed the full industrial chain layout of “computingpower infrastructure-large model algorithm-AI application” and built a diversified AI business matrix consisting of AI large models, AI search, AI games, AI music, AI social, and AI short dramas.
In terms of AI applications, Kunlun Wanwei has successfully launched multiple products globally. During the reporting period, thedaily active users (DAU) of Tiangong AI intelligent assistant exceeded 1 million. As of the end of the reporting period, the DAU of the AI social product Linky has exceeded 500,000, with extremely high user stickiness. The AI game product “Club Koala” has entered Alpha testing, and is expected to launch Beta testing in October 2024. In addition, multiple AI games are under development, including “Project G7,” a UGC open-world RPG game built on AI.
In the AI music direction, Kunlun Wanwei launched Tiangong Musicservice for C-end users in China in April this year, which has been well received by users. Overseas, the company has launched Melodio, the world’s first AI streaming music platform, and Mureka, an AI music creation platform. In the AI short drama direction, the AI short drama platform SkyReels was officially launched on August 19, integrating the company’s self-developed script large model SkyScript, self-developed storyboard large model StoryboardGen, self-developed 3D generation large model Sky3DGen, and the industry’s first innovative platform WorldEngine that deeply integrates AI 3D engine with video large models, allowing creators to “create a drama with one click” and easily produce high-quality AI videos.
Commercialization Process Accelerates, Multi-Field Cooperation Drives Revenue Growth
Kunlun Wanwei is actively promoting the commercialization process of AI applications. The Tiangong largemodel has achieved commercial revenue through business cooperation with numerous companies, such as telecom operators, mainstream mobile phone manufacturers, financial institutions, leading short video platforms, live streaming platforms, education companies, and property companies. The company’s C-end AI applications at home and abroad are also accelerating commercialization, feeding back business development.
In addition, Aijietekxin, a subsidiary of Kunlun Wanwei, is making smooth progress in its research and development of AI large-scale computing chips, aiming to promote breakthroughs in computing chip technology and provide strong hardware support for artificial intelligence, data centers, and high-performance computing.
Kunlun Wanwei is committed to the construction of a universal AI ecosystem. By releasing and open-sourcing multiple technologies, the company further promotes ecosystem construction. The company, together with teams from the National University of Singapore and Nanyang Technological University, jointly released Vitron, a general pixel-level visual multimodal large language model. The company has open-sourced Skywork-MoE, a sparse large model with billions of parameters, which is the first open-source project that supports training large models with billions of parameters using a single server.
Future Outlook: Continue to Deepen in the AI Field, Build a Globally Leading AI TechnologyCompany
Kunlun Wanwei will continue to deepen in the field of artificial intelligence, adhere to technological innovation, continuously improve large model capabilities, accelerate the landing of AI applications, actively explore commercialization models, and promote the universal development of AI technology. The company will strive to achieve the goal of “becoming a globallyleading AI technology company” and provide users with better AI products and services, contributing to social development.
【来源】http://www.chinanews.com/cj/2024/08-23/10273849.shtml
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