Concept Tracking | Leveraging AIGC! "Key Elements of the Metaverse" Virtual Digital Human Catalyzes the New Year It is estimated that the market size will exceed 600 billion yuan in 2025 (with concept stocks).
Zhitong Finance APP learned that recently, Baidu AI digital people Xi Jiajia, Du Xiaoxiao, Lin Kaikai, and Ye Youyou released a short video on the Kuaishou account to enter the Kuaishou account, and will start a 24-hour AI live broadcast. Vowel Adventures. It is reported that the Baidu digital human family has its own "creativity". Through AIGC's ability to create intelligently, it can draw paintings, write poems, write novels, and write lyrics. Tebon Securities pointed out that the maturity of AIGC is conducive to reducing costs, partially solving the problems of creativity and production in the content industry, and bringing changes and enrichment of digital humans, virtual scenes, digital content, and graphic audio-visual related products.
In addition to Baidu, other giants are also using AIGC to continuously increase their digital human business. As the world's leading creative enabler of the new generation of digital humans, WIMI is actively expanding the application boundaries of AI technology, providing multifunctional and efficient AI technology and digital human IP for the new generation of users, covering a wide range of fields AIGC application creation scene.
Xiaobing, a conversational artificial intelligence company led by Shen Xiangyang, the former technology "big cow" of Microsoft (MSFT.US), has completed new financing with a total scale of 1 billion yuan. The company said that this financing will be used to accelerate AI Being Xiaoice . Framework technology research and development to promote the popularization of digital employees .
The full name of AIGC is Artificial Intelligence Generated Content, which is the content produced by artificial intelligence . According to the data, AIGC, NFT and VR are the three major infrastructures of Metaverse and Web3.0 . With the accumulation of data, the improvement of computing power and the iteration of algorithms, artificial intelligence is gradually infiltrating creative fields such as writing, music arrangement, painting and video production field.
Institutional analysis pointed out that AIGC will be a new metaverse content generation solution and a new direction for the metaverse . Oriental Fortune released a research report stating that AIGC is a new form of content production following PGC and UGC, and is an important infrastructure for Metaverse and Web3.0, and its technology is maturing rapidly. AIGC generation is changing from "cost reduction and efficiency increase" to "value creation", especially in the field of pictures and videos. The bank believes that the underlying technology is clear and is expected to be applied on a large scale in 1-2 years mainly in creative image generation, functional image generation and text generation image.
Yu Jun, an analyst at China Merchants Securities, pointed out that digital humans are interactive intermediaries that connect user emotions with hardware devices such as VR and AR. If AR/VR is seen as the entrance to the metaverse, digital humans can be seen as a key element of the metaverse.
According to public data, as of September this year, the investment and financing amount of the domestic virtual digital human track has exceeded last year, reaching 2.49 billion yuan. In 2015, this statistic was only 33 million yuan, and the compound growth rate reached 97.71% in six years. With the promotion of Metaverse, the virtual digital human market is expanding rapidly, and more commercial scenarios are expected to be implemented intensively.
According to the "China AI Digital Business Outlook 2021-2025" report released by Zhongguancun Big Data Industry Alliance, it is predicted that by 2025, the scale of China's AI digital business core pillar industry chain will reach 185.3 billion yuan, of which the scale of AI digital business content industry will reach 4.95 billion yuan. billion .
Yang Sirui, an analyst at Bank of China Securities, pointed out that according to the forecasts of PwC and other institutions, the market size of Metaverse will reach 800 billion U.S. dollars in 2024 and 1.5 trillion U.S. dollars in 2030. At present, Metaverse is in the early stage of development, and digital virtual humans are the first to land. In 2021, the scale of China's virtual human driven industry market and core market size will be 107.49 billion yuan and 6.22 billion yuan respectively, and it is expected to reach 640.27 billion yuan and 48.06 billion yuan respectively in 2025 Yuan.
Guorong Securities believes that virtual digital humans, as the incarnation of human beings in the metaverse, occupy a core position in the metaverse. At present, the layout of the domestic virtual digital human industry chain has tended to be perfected. In the future, it is expected to take advantage of the advantages in the field of application scenarios and with the strong support of policies, usher in a stage of rapid development. It is recommended to pay attention to leading companies in all links of the industry chain.
Related concept stocks: Jiachuang Video (300264.SZ): The company's virtual digital human fantasy Xiaojia, virtual digital motion capture system MotionMAX, and virtual interactive community 00PSLINE (Phantom Line) released by the company in Nanchang recently are commercializations based on WEB3.0-related technologies self-developed products, but the company is not yet involved in related product technologies such as NFT in the concept of WEB3.0.
Visual China (000681.SZ): Several rounds of AI-generated digital collections have been released, and AIGC has created picture content. It has cooperated with more than 500,000 contracted contributors and 280 professional copyright content organizations. It is the largest visual material copyright trading platform in China, occupying 40 % market share.
Wondershare Technology (300624.SZ): At present, the company has deployed innovative businesses such as virtual digital humans, virtual scenes, and virtual live broadcasts, and recently announced the layout of the AICC track at the 2022 Global Metaverse Conference Forum, the company's first AI painting software "Wondershare AI Painting" officially launched the public beta.
Jebsen (300182.SZ): In the direction of "virtual IP revival", the joint-stock company Shiyou Technology has provided customers with more than 700 virtual IP digital humans. Provide relevant technical support and services for CCTV, Hunan Satellite TV, Dragon TV and other radio and television customers, and provide virtual IP creation and related services for Tencent, Ali, JD.com, Baidu, Huawei, Xiaomi and other enterprises.
Aoto Electronics (002587.SZ): Its holding subsidiary, Creative Digital, provides solutions and services including naked-eye 3D content production, immersive space, virtual live broadcast room, and virtual digital human. In the first three quarters of this year, the newly signed contracts for the virtual digital human business exceeded RMB 6.5 million, and the virtual digital human projects of several large state-owned banks have been successfully delivered, including roles such as digital customer service and digital managers of smart banks.
Zhongke Jincai (002657.SZ): Based on the WEB3.0 rule framework, the company has developed a digital human content production engine and a metaverse scene development tool. Integration of digital marketing platform "Miji".
Ellassay (603808.SH): Innovatively launched the virtual digital person @?ELISA created by full CGI digital technology. In 2022, @?ELISA will continue to be accurate through the exclusive account opened on the social network represented by Xiaohongshu. Convey a differentiated brand personality proposition and fully occupy the minds of the younger generation of consumers.
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