Hashrate utilization increased by 30%. Wondershare Technology Group (300624.SZ) and other partners collaborating with Huawei Cloud may benefit.

Recently, Huawei officially released and open sourced its innovative AI container technology Flex:ai at the "2025 AI Container Application Landing and Development Forum". According to the introduction, Huawei Flex:ai can achieve "precise matching" of AI workloads and computing resources through fine-grained management and intelligent scheduling of GPU, NPU, and other intelligent computing resources, increasing the average utilization rate of computing resources by 30%. Currently, the average utilization rate of computing resources in the industry is only 30% to 40%. Industry insiders analyze that the high cost of computing power and the need for optimization of computing resources are bottleneck constraints on the development of the AI industry. Therefore, the new technology introduced by Huawei this time will bring positive effects to AI enterprises, especially AI application enterprises, allowing them to generate more content with the same hardware investment, thereby reducing costs. Taking AI application representative company Wondershare Technology Group (300624.SZ) as an example, according to a previous research report released by Caitong, Wondershare Tianmu AI can generate a 5-second video for only 0.5 yuan, while similar products on the market require about 8.8 yuan. With the breakthrough of Huawei's new computing technology, industrial chain companies like Wondershare Technology Group are expected to leverage their cooperation advantages with Huawei to further enhance the cost competitiveness of their content generation. Public information shows that Wondershare Technology Group is an A-share listed company in China's digital creative software field with a wide product coverage, large revenue volume, and high degree of globalization. Currently, Wondershare Technology Group's business covers more than 200 countries and regions worldwide, with over 2 billion active users. As of the first three quarters of this year, its AI server was called more than 800 million times, and user enthusiasm for AI use has increased significantly. As a Huawei Cloud partner, Wondershare Technology Group has reached cooperation with Huawei Cloud in computing power, AI technology, product application landing, and other aspects. In terms of AI technology deployment, Wondershare Technology Group jointly released the Wondershare Tianmu Audio-visual Multimedia Large Model 2.0 with Huawei Cloud in June this year. This large model, based on a data accumulation of hundreds of billions, has an average performance improvement of about 90% compared to the 1.0 version, and has leading advantages in professional-level camera motion tracking, multi-level stereo sound generation, and intelligent transition between start and end frames. The overseas version of Wondershare Tianmu 2.0, ToMoviee 2.0 AI, received the top three scores in the authoritative evaluation list VBench-2.0 and ranked first globally in two key indicators of camera motion and motion rationality.