The new year’s Eve party may open the tide of large-scale application of virtual people’s Congress, and the commercialization process of meta universe will go further
On the eve of the new year’s Eve on December 31, 2021, virtual people have been widely used in many new year’s Eve parties and new year’s activities. For example, Zhou Shen and Deng Lijun’s virtual image sang three songs “big fish”, “small town story” and “walking the road of life” together at the new year’s Eve Party of Jiangsu Satellite TV. Huang Minghao and his digital twin image were on the same stage at the new year’s Eve Party of Oriental satellite TV, Phoenix Legend held a new year’s concert with a virtual image. Blibli disclosed the new virtual idol women’s group Sixi pill at the new year’s party. Hunan Satellite TV launched a virtual host at the new year’s party, and launched the virtual host Xiaoyang in the program Hello, Saturday Co.Ltd(002291) premiered on January 1, 2022, becoming the first permanent and personalized virtual host in China. In addition, there are also a large number of virtual people in brand businesses, such as Zhong Xuegao’s introduction of Axi Angie, a specially invited tasting officer, Watson’s introduction of Qu Chenxi Wilson, manxiuleidun’s introduction of virtual idol little nurse, Meiji’s introduction of sister m, Harbin Beer’s introduction of Kazakhstan sauce, etc; The official video number of Bluefocus Intelligent Communications Group Co.Ltd(300058) released the first virtual human image, Su Xiaomei, in December 31, 2021. The official account also announced a strategic cooperation with Baidu. We believe that the new year’s Eve party and related activities may further verify our judgment, that is, the popularity of virtual humans such as ayayi and Liu Yexi in 2021 may indicate that engine modeling and rendering, dynamic capture, real-life CG and other technologies can complete the creation of highly simulated virtual humans, and the recent negative news broadcast by stars and head hosts may bring immeasurable losses to brokerage companies and businesses, As a result, the demand for virtual idols and virtual anchors will continue to increase. Two factors may lead to the great development of the virtual human industry in 2022 and become a field with rapid commercialization of the meta universe. We judge that at the Spring Festival Gala of China Central Television, local television stations and network platforms at the end of January 2022, as well as the literary and artistic performances at the opening and closing ceremonies of the Beijing Winter Olympic Games, virtual people are expected to be more widely used, and virtual people developed and designed by brand merchants, advertising and marketing companies and film and television content companies will continue to appear, which is the most critical factor for the success of the commercialization of virtual people, Or it does not lie in the production technology, but in the IP operation capabilities such as human design creation, content richness, powder absorption and powder expansion. We continue to be optimistic about virtual human as an important direction of meta universe investment. We suggest to strengthen the layout around the virtual human industry, and pay more attention to the head content platform and marketing company with content creativity and traffic operation advantages. We focus on Mango Excellent Media Co.Ltd(300413) , Alpha Group(002292) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , and the benefit targets include Beijing Quanshi World Online Network Information Co.Ltd(002995) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Saturday Co.Ltd(002291) , Zhewen Interactive Group Co.Ltd(600986) , Shenzhen Kingsun Science & Technology Co.Ltd(300235) .
The “local Chinese New Year” initiative is superimposed with the release of high-quality content supply, and the Spring Festival in 2022 is worth looking forward to
According to the statistics of cat’s eye professional edition, as of 15:00 on January 3, the cumulative box office of the film on New Year’s day in 2022 has reached 916 million yuan, of which the newly released films hug you through the cold winter, anti-corruption storm 5: final chapter and Li Mao playing Prince have achieved box office of 290 million yuan, 203 million yuan and 201 million yuan respectively, with an average box office distribution. Since Q4 in 2021, the supply of new films has accelerated significantly. Although the continuation of the covid-19 epidemic still has a great impact on the film box office in some cities, Changjin lake, released on the National Day in 2021, has set a new box office record in Chinese film history, or it shows that people are still willing to watch the film, and high-quality content can still create considerable box office revenue. The end of January will usher in the Spring Festival in 2022. At present, there are four films named “super family”, “miracle”, “Four Seas” and “the killer is not too calm” that cat eye wants to see more than 200000 people. The “local new year” initiative superimposes high-quality content, or drives the supermarket expectation of the spring festival film box office in the first and second tier cities for the second consecutive year, which is expected to produce films The issuer and the cinema lines in the first and second tier cities contribute a lot to the performance elasticity. We suggest that the film spring festival archives be arranged in advance. The beneficiaries include Beijing Enlight Media Co.Ltd(300251) , cat’s eye entertainment, Ali film, China Film Co.Ltd(600977) , Shanghai Film Co.Ltd(601595) .
Risk tip: there is uncertainty in the supervision of various fields of metauniverse, and the epidemic continues to affect the film industry
