Recently, thanks to the appearance and interaction of "virtual digital man" in the mainstream New Year's Gala and various programs, it has further opened the imagination space of the meta universe on the content side. On January 1, Hunan Satellite TV's "Hello Saturday Co.Ltd(002291) " ushered in its debut. The program launched a new combination: he Jiong, Cai Shaofen, Wang Hedi, Qin Xiaoxian and Bridget, and a digital host named "Xiaoyang" as the long-term lineup of "host + guest group". At the same time, at the new year's concert of Jiangsu Satellite TV in 2022, the virtual person Deng Lijun synthesized through the most advanced technology appeared on the stage and sang with the popular singer.
Affected by this, since new year's day, as of the two trading days on January 5, the concept of virtual digital man has been out of the circle. During this period, the sector has increased by 7.84%, far outperforming the Shanghai Stock Index (decreased by 1.23% during this period). However, on January 6, there was a callback in the virtual digital human concept plate, with an overall decline of 2.62%.
In this regard, Liu Youhua, research director of private placement network, interviewed by the reporter of Securities Daily, said, "The field of virtual digital human is in the development stage, and its application field is very broad. In the future, it will be improved with the richness of virtual digital technology and content. At present, the commercialization logic of virtual digital human is gradually clear, the willingness of users to pay is also very strong, and the scale of consumers is constantly expanding. It can be predicted that the field of virtual digital human will have a very large market prospect in the future."
the future market space in the field of virtual digital human is 270 billion yuan
Virtual digital human is a comprehensive product existing in the non physical world, created and used by computer means such as computer graphics, graphics rendering, motion capture, deep learning and speech synthesis, and has multiple human characteristics (appearance characteristics, human performance ability, human interaction ability, etc.). With the development of AR / VR / XR and other virtual reality technologies, virtual human may get rid of the limitation of virtual image and map to the physical world. The highly anthropomorphic characteristics of virtual human make it different from the general virtual role, so it can undertake more social functions.
Citic Securities Company Limited(600030) indicates that from the perspective of application, virtual people can be divided into two categories: personality virtual people shaping human design and image, highlighting personality charm and practical virtual people highlighting practical value, which are subdivided into content type, image type, and functional type and virtual avatar. The technical barriers of personality virtual human are relatively limited, mainly focusing on IP and operation capability: 1. For content-based virtual human, the core lies in the value and derivative ability of IP behind it; 2。 For image-based virtual people, to stand out from many virtual people requires excellent human creation and operation ability. The practical virtual human will become the key infrastructure of the meta universe. The core lies in the technical ability, and has high requirements for the technical level of modeling, driving, rendering, artificial intelligence and so on. Business model and future prospect of virtual human: we believe that virtual human has the advantages of long life cycle, controllable behavior, multi-threaded and lasting work, strong thinking and computing ability and good plasticity. After the technology is mature, the business prospect is very broad.
Since 2021, many giant companies have launched virtual digital people. Among them, in December 2021, Vanke selected an excellent new employee "Cui Xiaopan". It is reported that "Cui Xiaopan" was officially "employed" on February 1, 2021. With the blessing of the system algorithm, "Cui Xiaopan" has played a great role in various receivable / overdue reminders and work anomaly detection with thousands of times higher efficiency than human beings. At 0:00 on January 1, 2022, Bluefocus Intelligent Communications Group Co.Ltd(300058) released the first digital virtual human "Su Xiaomei", which is not only the landmark landing of Bluefocus Intelligent Communications Group Co.Ltd(300058) meta universe strategy, but also the new layout of Bluefocus Intelligent Communications Group Co.Ltd(300058) virtual IP service.
In Southwest Securities Co.Ltd(600369) view, the virtual human market continues to expand, and industrial policies release positive signals. first, the market side: according to the disclosure of the virtual digital human in-depth industry report, it is estimated that the overall market scale of China's virtual human will reach 270 billion yuan by 2030; Second, policy side: since 2017, China has included core technologies such as virtual reality and AI into the scope of encouragement, and proposed to accelerate the development of virtual reality industry. with the iteration of technology upgrading and the decline of production cost, the C-end application of virtual human may be popularized on a large scale, and the industry is expected to enter the fast lane of development.
11 concept stocks were praised by institutions
Since the new year, as of January 5, the virtual digital human concept sector has risen against the market, with an overall rise of nearly 8%. The cumulative growth of two concept stocks such as Silkroad Visual Technology Co.Ltd(300556) and Yunnan Tourism Co.Ltd(002059) has exceeded 20%, and the cumulative growth of six concept stocks such as Dalian Zeus Entertainment Co.Ltd(002354) , Chengdu B-Ray Media Co.Ltd(600880) , Avit.Ltd(300264) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Alpha Group(002292) and Col Digital Publishing Group Co.Ltd(300364) has also exceeded 10%.
On January 6, the virtual digital human concept sector fell by more than 2.6%, and the share prices of nine concept stocks rose, Yunnan Tourism Co.Ltd(002059) , Beijing Philisense Technology Co.Ltd(300287) both rose by more than 6%.
Is it an opportunity to "get on the bus" for today's sharp callback in the concept plate of virtual digital human? Liu Youhua said, "As for the 'boarding' opportunity of the virtual digital human track, it depends on whether it is a 'long-distance bus' or a' short-distance bus': In the short term, the pursuit of funds has accumulated a large increase, overdrawing the future growth of the industry to a certain extent. However, if the cycle is prolonged, considering the growth space of the virtual digital human industry market, the virtual digital human industry is a track with investment value. ”
Yang Delong, chief economist of Qianhai open source fund, told reporters, "Virtual digital human belongs to an emerging industry. It shows some scenes through the technology of virtual realization. This technology will be widely used in the future, especially in the field of games. At present, commercialization may take time, and now it is more a concept speculation. Virtual digital human is a new track in the A-share market, so it has made outstanding performance recently and has not been widely used To develop those with a large space. the virtual digital human sector still needs to study the fundamentals in the future, and the leading enterprises with performance support can focus on it. " Yang Delong reminded investors that the recent increase in the sector has been too large, so it is not suitable to hold heavy positions and catch up excessively.
Long Hao, chairman of Jinding assets, told reporters, "At present, the virtual digital human industry is in its infancy, and its technical scheme has formed a stable pattern, but it needs to be further explored in the application layer. In terms of the functions of virtual human in identifying the external environment and communicating and interacting with people, building the application industrial chain ecology of virtual human in social activities, military industry, industry and medical treatment will also become the landing of the meta universe track in the future , the landing of each application layer in its industrial chain is expected to cause fluctuations in the virtual digital human track. Therefore, we suggest that each technical step back is a good opportunity for the leading enterprises benefiting from artificial intelligence, intelligent voice, virtual platform and professional audio solutions in relevant subdivided industries. "
In the context of the future development of the industry, institutions have begun to pay more attention to the concept stocks of virtual digital people recently. According to the statistics of Hithink Royalflush Information Network Co.Ltd(300033) , a total of 11 virtual digital human concept stock institutions have given positive ratings such as "buy" or "overweight" in recent 30 days. among them, six concept stocks such as Mango Excellent Media Co.Ltd(300413) , Hangzhou Anysoft Information Technology Co.Ltd(300571) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Beijing Jetsen Technology Co.Ltd(300182) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Hylink Digital Solution Co.Ltd(603825) were jointly recommended by two or more institutions during the period, and the future performance is worthy of attention.
virtual digital man concept stock with rising share price on January 6
(voice of Securities Daily)
