On the first day of 2022, at the 2022 Jiangsu Satellite TV New Year Concert held in Nanjing, a “special” guest appeared: the virtual person Deng Lijun synthesized with the most advanced technology appeared on the stage and performed big fish, small town story and walking on the road with the famous singer Zhou Shen. The cross time chorus attracted the attention of the market.
Behind the virtual Teresa Teng is one of the well-known virtual reality (VR) experience service providers, digital Kingdom Group Co., Ltd. (00547. HK). The technology used this time is the high-level rendering system “mystique live” integrating machine learning, which has also been used in “mieba” in the Avengers series. As early as the year before last, the digital kingdom had taken the lead in the market. Its independently developed facial capture system will help game developers, drama and commercial advertising creators integrate film level virtual people into next-generation works.
On January 3, the Hong Kong stock market resumed trading first, and the digital Kingdom rose 25% on that day.
Last year, NVIDIA GTC’s keynote speech also attracted extensive attention and discussion due to the use of Huang Renxun’s “virtual portrait”. After the development of other hardware and software, virtual human technology has the conditions for application.
Big factories have taken the lead in layout. On December 4, 2021, Netease announced its next-generation Internet technology architecture for the “meta universe” for the first time, and launched its virtual human SDK (software development kit) “Youling” and immersive activity system “Yaotai”; At the same time, tianyiai music culture technology, a wholly-owned holding subsidiary of China Telecom Corporation Limited(601728) , released the announcement on the comparison and selection of meta universe virtual human customization and content production projects in 2021, and planned to purchase the “meta universe digital human production project”.
Guosheng Securities said: virtual people exist in digital form, have human appearance, characteristics and behavior, and rely on the virtual image displayed by science and technology. As an important track of the meta universe, virtual human can bring rich content and immersive experience to the meta universe.
Guosheng securities predicts that more and more virtual people will emerge in the next five years. They will not only be NPCs in the game, but also be given a soul in the meta universe. They will appear in the form of NFT and cooperate with aigc. The operation mode will also be upgraded from a professional team to a community. At the same time, the virtual human has higher requirements for the underlying computing power, and the scenes of edge computing (including computing, communication, storage, etc.) are becoming more and more abundant. It is recommended to focus on virtual human production and IP operation.
Specific to the target, you can pay attention to: 1) virtual human production: NVIDIA, Tencent, unity, Iflytek Co.Ltd(002230) , Beijing Jetsen Technology Co.Ltd(300182) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) ; 2) Virtual human operation: Mango Excellent Media Co.Ltd(300413) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Saturday Co.Ltd(002291) , Zhewen Interactive Group Co.Ltd(600986) , Alpha Group(002292) ; 3) Virtual human computing power: American pixels, Zte Corporation(000063) , Eoptolink Technology Inc.Ltd(300502) , Zhongji Innolight Co.Ltd(300308) , Fibocom Wireless Inc(300638) , Meig Smart Technology Co.Ltd(002881) .
Teresa Teng’s “Resurrection” reappears on the stage? In 2022, more virtual people will appear one after another
is the tide of “virtual human” applications coming? The commercialization of meta universe is further! Brokerage: pay attention to these targets! (list attached)
(Financial Associated Press)
