virtual digital human has a broad market space
11.02 Microsoft: build an enterprise level office and entertainment meta universe platform;
12.21 Baidu officially opened the “Greek soil” internal test, and Baidu AI developer conference will be held in “Greek soil”;
According to PwC data, the market scale of metauniverse is expected to reach US $467.4 billion in 2025; Southwest Securities Co.Ltd(600369) : it is estimated that the overall market scale of Chinese virtual human will reach 270 billion yuan by 2030;
combined with the company’s performance fundamentals and institutional positions, we screened relevant cases for your reference:
Beijing Jetsen Technology Co.Ltd(300182) (300182)
In the first three quarters of 2021, the company achieved a revenue of RMB 2.599 billion, a year-on-year increase of 32.30%, and a net profit attributable to the parent company of RMB 394 million, a year-on-year increase of 92.50%. In recent years, the company has continuously concentrated its strategic layout, compressed the film and television production business with large capital consumption, strong uncertainty and long payback period, further focused on the operation and distribution of new media copyright, and expanded 4K / 8K ultra-high definition, financial media and other audio and video innovative technologies. At present, it has formed an outstanding business profit ecology in its main business, This divestiture further established the strategic direction of the company.
Policy documents such as the “14th five year plan” China Film Co.Ltd(600977) development plan and the outline for building a strong intellectual property country (2021-2035) are significantly conducive to the long-term development of the company’s film and television copyright operation business. As the leader of China’s film and television copyright operation, Huashi netgathering has a massive content copyright library. In recent years, it has opened a joint operation and cooperation mode with Huawei, Xiaomi, mobile Migu and other customers to cut into the to C content operation business. At the same time, it is also the first in China to invest in joint multi video platforms to explore the distribution and distribution mode of film digital cinemas, leading the reform of the film industry.
The company released the equity incentive plan in the third quarter. The target value of net profit attributable to the parent company from 2021 to 2023 is RMB 550 million, RMB 700 million and RMB 900 million. The incentive objects are the company’s executives and core business backbones, providing guarantee for the sustainable and healthy development of the company’s main business. The company has a deep accumulation of audio and video technology research and development. In addition to retaining the high-quality film and television production company jiechengxing era (participating in the investment in blockbusters such as operation Red Sea and warwolf 2), this divestiture also retains some non film and television copyright business assets, Including Shiyou technology engaged in VR / AR and other businesses (participating in the production of VR / AR virtual images of Andy Lau on the stage in the 2021 Spring Festival Gala) and Jiecheng century engaged in ultra-high definition 4K / 8K technology and participating in the drafting of the domestic three-dimensional sound standard china3daudio. Relevant assets will continue to explore and innovate profit models and explore the development of yuanuniverse audio and video technology in collaboration with the film and television copyright industry in the future.
(Jiufang zhitou)
