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Liwei Wenzhang

Research Analyst at China Renaissance

Liwei Wenzhang is an Equity Research Analyst at China Renaissance, specializing in the coverage of leading Chinese internet and technology companies. He provides in-depth analysis and recommendations on firms such as Bilibili, Meituan, and Tencent, with a track record of generating actionable insights for institutional investors and contributing to sector performance reviews. With a career beginning in the early 2010s, he has held various research roles before joining China Renaissance, focusing on equity analysis and sector strategy. Wenzhang holds recognized securities analyst credentials, including regulatory registrations required for mainland China, and has been noted for strong performance metrics and sector rankings.

Liwei Wenzhang's questions to Bilibili (BILI) leadership

Question · Q3 2025

Liwei Wenzhang asked about Bilibili's future thoughts and expectations regarding AI applications within its ecosystem. He also inquired about the potential impact of products like Sora on video production and consumption methods.

Answer

Rui Chen, Chairman and CEO of Bilibili, and Juliet Yang, Executive Director of Investor Relations, highlighted Bilibili's high 'AI density' with nearly 100,000 active AI-related creators monthly in Q3, and an 80%+ year-over-year increase in AI-related video uploads. They believe AI will primarily serve as an efficiency booster for high-quality content creators, rather than significantly altering video consumption due to existing oversupply. Bilibili's AI focus is on video AI solutions, such as multilingual video accessibility (dubbing, subtitles, lip-syncing) and AI tools for video podcast production.

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Question · Q3 2025

Liwei Wenzhang inquired about Bilibili's future expectations for AI applications, building on recently launched functions and products. He also asked for management's perspective on the potential impact of products like Sora on video production and consumption.

Answer

Chairman and CEO Rui Chen, through Executive Director of Investor Relations Juliet Yang, highlighted Bilibili's high AI density, with nearly 100,000 creators active in AI-related content monthly and an 80% year-over-year increase in AI-related video uploads in Q3. He emphasized AI as a fundamental efficiency booster for high-quality video creation, stating that while AI tools increase video supply, they primarily enhance the production of high-quality content, which remains scarce. Mr. Chen mentioned planned AI-powered applications like multilingual video accessibility features (dubbing, subtitles, lip-syncing) and a text-to-video tool for video podcasts.

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