2026年7月，AI视频生成领域掀起融资热潮。可灵AI、生数科技、爱诗科技、智象未来、FlovaAI等5家公司在短短20天内相继宣布大额融资，融资总额超262亿人民币 1。其中，可灵AI A轮融资30亿美元增资上限，投后估值约180亿美元，实现腾讯、阿里云、百度罕见同时投资 1。该公司单季营收超6.5亿元，同比增长超300%，年化收入运行率从2025年3月的1亿美元飙升至2026年3月的近5亿美元，同比增长4倍 1。
生数科技5个月内完成3轮融资累计超50亿元人民币，已完成股份制改造为IPO做准备 1。爱诗科技C轮整体融资达29.8亿人民币，投后估值突破20亿美元，ARR已达4000万美元 1。智象未来C轮获15亿人民币融资，投后估值超10亿美元，2025年全年收入超1亿元 1。此外，由剪映、轻颜相机打造者郭列创办的FlovaAI天使轮融资8000万美元 1。
企业开始从视频生成向世界模型升级。生数科技发布通用世界行动模型Motubrain，采用World Action Model技术路线 1。爱诗科技发布PixVerse R1，宣称为全球首个支持1080P的通用实时世界模型，支持视频播放中实时输入指令 1。字节跳动旗下Seedance 2.0月营收超10亿元，占据市场超80%份额，价格已压至5毛一秒 1。
China's AI video generation sector witnessed a financing surge in July 2026, with five leading companies announcing substantial funding rounds within a 20-day period.1 The combined financing amount exceeded 262 billion yuan, driven by commercial viability breakthroughs, narrative shifts toward world models, market competition intensification, and expanded Hong Kong IPO opportunities.1
Keling AI secured the largest individual round with a Series A financing capped at 30 billion US dollars, reaching a post-money valuation of approximately 180 billion US dollars, with rare simultaneous investment from Tencent, Alibaba Cloud, and Baidu.1 The company demonstrated extraordinary growth momentum, with quarterly revenue surpassing 650 million yuan and year-over-year growth exceeding 300 percent, while annualized revenue run rate accelerated from 100 million US dollars in March 2025 to nearly 500 million US dollars by March 2026, a four-fold increase.1 Shushu Technology completed three funding rounds totaling over 50 billion yuan within five months and has undergone corporate restructuring in preparation for an initial public offering.1 Aishi Technology's Series C round brought total financing to 2.98 billion yuan, with a post-money valuation exceeding 2 billion US dollars and annual recurring revenue reaching 40 million US dollars.1 Zhixiang Future raised 1.5 billion yuan in Series C financing, achieving a post-money valuation surpassing 1 billion US dollars with annual revenue exceeding 100 million yuan throughout 2025.1 FlovaAI secured 80 million US dollars in angel funding, with founder Guo Lie having previously contributed to the development of products including Jianying and Qingyan Camera.1
Beyond financing announcements, technological advances marked the competitive landscape. Shushu Technology unveiled Motubrain, a universal world action model employing World Action Model technology architecture.1 Aishi Technology introduced PixVerse R1, claiming to be the world's first universal real-time world model supporting 1080P resolution with real-time command input capabilities during video playback.1 Meanwhile, ByteDance's Seedance 2.0 dominates the market with monthly revenue exceeding 1 billion yuan and market share surpassing 80 percent, with pricing compressed to 50 cents per second.1
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