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在数字经济与实体经济深度融合的浪潮下,浙文互联(600986.SH)正以“数字营销+数字文化”为战略支点,重塑产业竞争格局。

2024年,公司以数字营销为基本盘,优化客户结构、削减低效业务,实现全年营收77.03亿元的稳健业绩,更推动AI技术全面赋能内容生产、算力基建和数字文化生态闭环建设,扩展第二增长曲线。

浙文互联如何以技术为矛、生态为盾,打开增长新空间?

数字营销破局业务结构持续优化

当生成式AI掀起全球生产力革命,数字营销行业亦迎来价值重估。

从品牌营销板块来看,去年公司在汽车营销领域继续保持市场领先地位,与全国超75%以上的头部汽车品牌保持着良好合作关系,并继续调整客户结构,推进出海业务,在东南亚地区开展多类型传播服务。值得注意的是,浙文互联也积极扩张快消、金融、3C与互联网等非汽车业务领域,获取多个世界500强级客户。效果营销方面持续优化客户与业务结构,同时发展直播电商等新业务领域,并与字节系、腾讯系等头部平台实施AIGC技术共建,推进数字人、AI智能脚本等项目的开发和应用,其中与巨量引擎共建灵动数字人形象数量已达220个,广泛应用于电商、网服、金融等行业客户;基于自有数字人库建设的成功经验,为腾讯广告推出16款高质量数字人形象的物料供给,并协助其优化数字人生产流程,陆续推出场景更丰富、人设更多元、技术更领先的数字人。

从行业视角看,浙文互联数字营销业务稳固得益于两方面因素:一方面是中国数字广告市场的持续扩容,根据艾瑞咨询数据,2024年中国网络广告市场规模预计突破1.5万亿元,年增长率保持在10%以上;另一方面则是公司在服务能力和技术平台上的持续投入带来的竞争优势。特别是在汽车行业,浙文互联通过多年深耕积累的行业know-how和数据资产,形成了难以被简单复制的专业壁垒。

加码AI研发赋能产能提升

在人工智能浪潮席卷全球的背景下,浙文互联2024年显著加大了技术研发投入,全年研发费用支出达7282.65万元,同比增长9%。

不同于许多企业停留在技术跟风阶段,浙文互联已经建立起较为完整的AI技术研发与应用体系,正逐步实现从技术探索到商业落地的关键跨越。公司自主研发的“好奇系列”AIAgents矩阵已成为技术赋能的核心载体。这一矩阵包含多款针对不同营销场景的AI工具:超级内容工厂“好奇飞梭”全面提升内容生产与传播分发的作业效率;懂营销的AI知识库产品“好奇小蓝书”可自动完成知识采集、智能分类、深度学习等一系列全流程工作;AI决策模型“好奇飞轮”为营销全链条、全流程提供动态报告、应用建议与实施方案。这些工具不是实验室中的概念产品,而是已经深度融入数字营销工作流的实用解决方案,有效提升了从内容创作到投放决策各环节的效率和精准度。

在AI程序化广告应用方面,浙文互联与行业头部平台进行技术能力共建,推进数字人、AI智能脚本等项目的开发和应用。这种开放合作模式既避免了重复造轮子的资源浪费,又能集中力量攻克垂直领域的核心技术难题。2025年作为ai智能体元年,AIAgent将广泛应用于数字营销、数字文化、智能驾驶、智能客服等多个场景。浙文互联在年报中明确指出,AIAgent将“从根本上推动企业生产力的提升”。

浙文互联在AI领域的布局具有明显的商业化导向。不同于纯技术公司追求算法指标的突破,浙文互联更注重AI技术在实际业务场景中的应用价值。以内容生成为例,公司通过AI技术将传统创意生产流程数字化、智能化,大幅降低了内容创作的成本和时间,同时通过数据反馈不断优化内容效果。

数字文化:完善产业链,打造生态闭环

2025年1月,国务院办公厅印发《关于推动文化高质量发展的若干经济政策》,明确提出要探索文化和科技融合的有效机制,支持利用互联网思维和信息技术改进文化创作生产流程,推动文化建设数字化赋能、信息化转型。

2025年3月,浙文互联拟通过现金方式收购电竞游戏资产交易平台星巢网络80%股权。星巢网络作为国内领先的电竞游戏资产交易平台,拥有稳定的用户社群与交易流量,对公司“游戏+文化”融合路径形成有力补充,并与浙江省文化产权交易所形成内容、流量与平台的产业协同,拓展消费、产业及出海等新兴场景,加快文化内容从创作到变现的效率闭环,提升数字文化的运营能力与商业价值。

在加速布局电竞游戏资产交易、强化数字文化运营能力的同时,浙文互联也在文化IP数字化领域持续深耕。公司围绕文化、文旅新IP,拓展文化/文旅数字空间、共创沉浸式体验空间。与M511光影汇合作推动IP类文化内容的沉浸式数字化体验,如围绕浙江绍兴黄酒文化运用前沿数字技术探索全景展现中国古老酿造技艺的魅力。数眸基于之江数字文化中心四大展馆内容,打造了“西湖龙井采摘工艺”“古代备婚天花板”等文化创意体验场景。

此外,在算力赋能层面,浙文互联将AI技术与算力基础设施建设同步推进。公司先后成立浙文智算、浙文蓝耘智算等主体,面向模型工场、智能驾驶等领域企业提供算力服务及技术运营支持服务。截至目前,公司已为行业客户累计交付算力近4800P。由此,浙文互联形成了从基础设施到应用场景的完整技术生态。

2025年,浙文互联将继续深化“AI+文化”“AI+文旅”“AI+营销”的落地发展,深入垂直行业AI应用模型开发与商业化,进一步拓展算力业务的应用场景。

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