B · Normal
[3 Days 2 Bannanwei Software: The AI short drama that the company has produced has not yet been launched on any platform No revenue currently generated] On October 20th, Nanwei Software (603636.SH) issued a change announcement. Recently, relevant media reported on the company’s AI short drama-related business. The report mentioned that “the annual production of 100 units is only the preliminary production capacity planned by the company. In the future, the production capacity is expected to increase to more than 300 units per year.” “At present, the company’s AI short drama has not generated revenue, but the business has entered the commercialization stage. The company's AI short drama business will generate revenue after the platform goes online and the short drama is released, and is expected to generate large-scale revenue in 2027. "We further explain the company's AI short drama business: the company's annual production capacity of 300 AI short dramas and the large-scale revenue that will be generated in 2027 are only preliminary estimates, which are not accurate predictions based on the existing team and production capacity, and there is insufficient support for implementation, and there are major uncertainties. The AI short dramas that the company has produced have not yet been launched on any platform, sales channels have not yet been opened, no revenue is currently generated, and there is significant uncertainty about future revenue.
The company responded to the business related to the intelligent computing center on the "SSE E Interactive" platform, mentioning that "computing collaborative bases (energy storage power stations and intelligent computing centers) have been implemented" and "continue to replicate the implementation of computer-computing collaborative intelligent computing sites to form stable and sustained computing power service income." Here is a further explanation of the company's smart computing center business: At present, the aforementioned computer-computing collaborative smart computing site has not yet been launched. The company's Beijing Qixingyuan Digital Economy Industry Smart Computing Center project is still under construction. The main computing power equipment has not yet arrived and has not yet been officially put into operation. There are no orders in hand and no revenue has been generated. There is uncertainty about future revenue. The company responded to industry intelligence-related business on the "SSE E Interactive" platform, mentioning that "industry intelligence has run through the closed business loop in scenarios such as intelligent approval, government affairs Q&A, and material generation, and multiple pilot projects have been implemented, which is promoting the transformation of pilot projects into large-scale orders.
"We now further explain the industry intelligence business: Government affairs intelligence and WellWork intelligence platform-related businesses are currently only extensions and optimizations of existing businesses, and have not independently generated revenue and profits. There is uncertainty in the conversion of large-scale orders, which does not have a significant impact on the company's operating performance. The company said in the " The "Zheng E Interactive" platform responded to the company's AI application-related business, mentioning that "Currently, orders have been formed for overseas AI business, health large model intelligent agents (Lecheng Health APP), smart wearable devices, self-developed health food, etc., and various AI businesses are entering the commercial delivery stage from scenario verification." "Now we will further explain the company's AI application-related business: At present, the company's health large-model intelligent body (Lecheng Health APP), smart wearable devices and self-developed health food-related businesses have a total revenue of less than 15 million yuan, accounting for less than 2% of the total revenue of the previous year. The AI game business is currently in the overseas investment and testing stage, is still in the free promotion period, has not generated revenue, and there is great uncertainty in future revenue.
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