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]
