智东西（公众号：zhidxcom）
作者 | 李水青
编辑 | 心缘
智东西10月31日消息，10月30日，快手在港交所发布公告，宣布旗下视频生成业务北京可灵增资协议项下的所有条件均已达成，所有投资者均已按照增资协议足额缴纳增资款，股份购买已交割完成。
交割完成后，全体投资者已缴纳的出资总额约为人民币198.0184亿元（约合29.0533亿美元）。
▲快手在港交所发布公告
此前7月2日，快手曾在港交所发布公告，可灵AI将完成一笔不超过204.47亿元的融资，当时已确定的融资共190.48亿元，阿里、腾讯、百度等大厂，以及北京信息产业发展投资基金、北京市人工智能产业投资基金、长三角数智文化产业私募投资基金等多家国资参投。
根据快手昨日发布的最新公告，交割完成后，控股股东Lucky Labs将持有66.68%股权及52.45%表决权；快手科技联合创始人、董事长兼CEO程一笑持有1.01%股权及0.79%表决权；北京可灵董事兼CEO盖坤（又名：于越）持有3.02%股权，但依托特殊股份安排享有 23.72% 表决权。此前9月30日，原快手原社区科学线负责人盖坤刚刚转任可灵AI公司董事兼CEO。
一线大厂也在股东之列：阿里持有1.38%股权及1.09%表决权，腾讯旗下上海启善持有0.56%股权及0.44%表决权，百度持有0.28%股权及0.22%表决权。
同时，本次增资引入多名新股东，部分现有投资者的认购安排也发生调整，主要变化如下：
1、北京可灵、达康兰五、金蝶软件（中国）、温州睿达、共青城君可、沐曦数智（上海）、宁波知春华燕签署权利义务转让协议。达康兰五将其认购北京可灵新增注册资本的部分权利义务转让给上述五家受让方；各方需分别出资：金蝶软件（中国）3 亿元、温州睿达2.1045亿元、共青城君可2 亿元、沐曦上海5500万元、宁波知春华燕1455万元。同日，北京可灵和金蝶软件（中国）、共青城君可、沐曦上海签署股东协议加入协议，这三家主体获得对应的回购权。
2、北京可灵、CPE Spruce、天津源峰另签一份权利义务转让协议，CPE Spruce把认购北京可灵新增注册资本的部分权利义务转让给天津源峰。其中CPE Spruce出资6400万美元（约4.362亿元），天津源峰出资约12.6537亿元。
3、北京可灵、海璞一号、沐曦上海、天津砺思星雀签署权利义务转让协议。海璞一号将认购北京可灵新增注册资本的部分权利义务转让给沐曦上海、天津砺思星雀。按协议，海璞一号出资3.3亿元，沐曦上海出资4500万元，天津砺思星雀出资200万元。
4、达康兰五、BFI MIDCO没能在约定时间缴齐增资款，北京可灵已和两家主体分别签订终止协议。双方取消原增资协议里剩余出资义务：达康兰五剩余1亿元增资款、BFI MIDCO剩余8000万美元（约合人民币5.4526亿元）不再缴纳，二者也不再是本次投资的投资方、退出股东协议。本次增资终止，认定为不可归责任何一方的客观因素导致。
当下，可灵正成为快手旗下表现最亮眼的业务之一。在8月19日公布的快手2026年第二季度财报中，快手披露可灵AI第二季度营业收入超过8.5亿元，同比增长超过200%，环比增长30.8%；包含线上营销服务和以电商、可灵AI为主的其他服务在内的核心商业收入，同比增长7.4%，合计为268.45亿元。
在模型与产品层面，可灵今年4月推出业内首个支持原生4K直出的视频生成模型；今年6月推出可灵3.0 Turbo模型，在保证稳定输出的同时大幅降低创作成本；今年8月可灵MCP（Model Context Protocol）与可灵CLI（Command Line Interface）正式上线，实现让AI智能体调度可灵AI进行批量作品创作的能力；今年10月，Kling 4.0全量上线，支持原生最长30秒视频生成、10-bit HDR、多关键帧与多素材参考，动态和长镜头叙事能力大幅升级。今年10月，Kling 4.0全量上线，支持原生最长30秒视频生成、10-bit HDR、多关键帧与多素材参考，动态和长镜头叙事能力大幅升级。
各投资者持有的北京可灵注册资本、股权比例及表决权比例如下：
▲北京可灵注册资本、股权比例及表决权比例构成
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Intellectual (WeChat Official Account:zhidxcom)
The author, Li Shui-young
Edition.
According to the source on 31 October, on 30 October, the Expressman at the HKTXO publish announcement announced that all conditions had been met under the Beijing Kling replenishment agreement for video production operations under the flag, that all investors had paid the replenishment in full in accordance with the replenishment agreement and that the purchase of shares had been completed.
After the handover, the total amount of contributions paid by all investors was approximately RMB 19,801.8 million (approximately US$ 2,905.3 million).
publish from Hong Kong.
On 2 July, publish announced that Kling AI would complete a fund of up to RMB 20,447 million. At that time, a total of RMB 19,048 million had been identified for financing, such as major plants as Ali, Tencent and Baidu, as well as a number of national investments, such as the Beijing Investment Fund for the Development of the Information Industry, the Beijing City Investment Fund for the Artificial Intelligence Industry and the Long Triangle Private Investment Fund for the Intellectual and Cultural Industry.
According to the latest announcement of publish yesterday, upon delivery, the controlling shareholder, Lucky Labs, will hold 66.68 per cent of the shares and 52.45 per cent of the voting rights; the co-founder, chairman and CEO of the fast-track technology will hold 1.01 per cent of the shares and 0.79 per cent of the voting rights; and the director of Kling and CEO of the Beijing Quequin (also known as Viet Nam) will hold 3.02 per cent of the shares, with 23.72 per cent of the voting rights under the special equity arrangement. Earlier, on 30 September, Guekkun, former head of the Community Science Line in the Quasi, had just been transferred to Kling AI and CEO.
First-line large plants are also shareholders: Ari holds 1.38 per cent of shares and 1.09 per cent of voting rights, Tencent holds 0.56 per cent of shares and 0.44 per cent of voting rights in Shanghai, and Baidu 0.28 per cent and 0.22 per cent of voting rights.
At the same time, the replenishment introduced a number of new shareholders and some of the existing investors ' subscription arrangements were adjusted, with the following major changes:
1 Beijing Z Kling, Daconran V, Golden Fluttershy Software (China), Wenzhou Wi-da, Chongqing City King, Tsai Chi (Shanghai) and Ningboshi Hsing Hua Yan have signed agreements on transfer of rights and obligations. D’Aconran V transfers part of its rights and obligations to subscribe to the new registered capital of Z Kling in Beijing to the five parties mentioned above; each of them is required to contribute 300 million yuan to the Gold Butterfly software (China), 210.45 million yuan to Wenzhou, 200 million yuan to the King of the Qingcheng City, 55 million yuan to the Shogun Sea, and 145.5 million yuan to the Ningboshi Choon. On the same day, Beijing Kling and the Golden Fluttershy Software (China), Chongqing City and Shanghai signed a shareholders agreement to join the agreement, and the three subjects were given the corresponding buy-back rights.
2 Beijing Kling, CPE Spruce and Tianjin Feng signed a separate transfer of rights and obligations, and CPE Spruce transferred some of its rights and obligations to subscribe to new registered capital in Beijing Kling to Tianjin Feng. Of this amount, CPE Spruce contributed $64 million (approximately $436.2 million) and Tianjin Feng contributed approximately $1,265.37 million.
3 Beijing Kling, Haigui I, Shanghai Su and Tianjin Sing Tsingxi have signed agreements on the transfer of rights and obligations. Sealing One transferred part of its right to subscribe to the new registered capital of Z Kling in Beijing to Shanghai, Tianjin and Skylark. Under the agreement, Haigui I contributed $330 million, Suai Shanghai $45 million and Tianjin Skylark $2 million.
Four, Daconran V, BFI MIDCO failed to pay up the replenishment at the agreed time, and a termination agreement was signed in Beijing between Z71Z and the two entities. The parties cancelled the remaining financing obligations in the original replenishment agreement: the remaining $100 million in D ' Aconran and the remaining $80 million in BFI MIDCO (approximately $545.26 million RMB) were no longer paid, nor were they investors in the current investment and exited from the shareholder agreement. This replenishment is terminated and is considered to be due to objective factors that are not attributable to either party.
At the moment, Kling is becoming one of the brightest performers under the fast hand. In the second quarter of 2026, published on 19 August, the quick-hander disclosed that Kling AI earned more than $850 million in business income in the second quarter, an increase of more than 200 per cent over the same period, an increase of 30.8 per cent over the ring; and core business income, including online marketing services and other services dominated by electricity and Kling AI, an increase of 7.4 per cent over the same period, totalling $26,845 million.
At the model and product level, Kling launched its first video generation model in the industry in April to support the original 4K straight-out; in June this year, the Kling3.0 Turbo model was launched to significantly reduce creation costs while ensuring a stable output; in August this year, KlingMCP (Model Context Protocol) and KlingCLI (Command Line Interface) officially came on line to achieve the ability of AAI agent to produce a volume of work; in October this year, Kling 4.0 went up in full, supporting the original to produce up to 30 seconds of video, 10-bit HDR, multiple key frames and multiple asset references, and significantly upgraded the dynamic and long shot narrative capabilities. In October this year, Kling 4.0 went online in full, supporting a maximum of 30 seconds of raw video generation, 10-bit HDR, multi-key frames and multi-asset reference, and significantly upgraded dynamic and long shot narrative capabilities.
The percentages of registered capital, equity and voting rights in Beijing held by investors are as follows:
Composition of Kling registered capital, shareholding and voting rights in Beijing
Auto-fetched and translated by AI Gem Box. All rights belong to the original author.