Virtual human, holographic, AR and other technologies may be widely used at the opening ceremony of the Beijing Winter Olympic Games to boost the commercialization of virtual anthropomorphism
According to the CCTV news broadcast on the evening of January 7, Zhang Yimou served as the general director of the opening and closing ceremony of the 2022 Beijing Winter Olympic Games. In an interview with Zhang Yimou in the series program “notes to the Winter Olympics in small sections” of China Central Radio and television, Zhang Yimou said that “the interactive sense of real-time capture of the big scene will be realized at the opening ceremony of the Winter Olympics”. In a recent interview with reporters of China Central television and Xinhua news agency, Zhang Yimou also said that “the length of time and the scale of actors at the opening ceremony of the Beijing Winter Olympic Games are significantly reduced compared with the opening ceremony of the 2008 Beijing Olympic Games, but the power of science and technology will make the opening ceremony less and not empty, and perform with science and technology and new ideas”. We judge that there may be a large number of applications of virtual image, holography, AI, AR and other technologies and effects at the opening ceremony of the Beijing Winter Olympic Games on February 4, which may have an important guiding and demonstration effect on promoting the commercialization of virtual human, AR and other industries; Considering the normalization of epidemic prevention and control, in the future, the extensive use of technologies such as virtual human, AI and XR will become more and more mainstream in the exhibition fields such as the opening ceremony of large-scale games, cultural performances in scenic spots, museums / science and technology museums / science and technology museums / Exhibition halls, and the online virtual community is expected to usher in the increment of user time. From the previous 2022 New Year’s Eve parties, to the upcoming spring festival galas, Beijing Winter Olympics and other activities, virtual people are expected to emerge in large numbers. Engine modeling and rendering, dynamic capture, real-life CG and other technologies make it possible to scale the highly simulated virtual human image, as well as the recent negative news of Mingxing and head anchor, which may make brokerage companies and brand businesses pay more attention to virtual idols The demand for virtual anchors is increasing. These two factors may accelerate the commercialization of virtual humans in 2022. The most critical factor for the success of their commercialization may be transferred to IP operation capabilities such as human design, content creation, traffic acquisition and retention, peripheral development, and companies with rich operation talents and experience and financial advantages may be easier to win. We continue to propose to increase the investment layout in the virtual human industry, one of the important segments of metauniverse, and pay more attention to the head film and television, marketing and performing arts companies with advantages in content creativity, traffic operation and technical reserves. We mainly recommend 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) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Saturday Co.Ltd(002291) , Zhewen Interactive Group Co.Ltd(600986) Shenzhen Kingsun Science & Technology Co.Ltd(300235) etc.
Many local cases are reproduced, and the “local Chinese New Year” is expected to rise, or boost the film spring festival files in first and second tier cities
In the past week, many cases of local COVID-19 confirmed cases were re emerged in Shenzhen and Tianjin. Shanghai’s official account was released again. We believe that the local new year initiative under precise prevention and control mainly restricts the flow of people across provinces and cities, and watching movies may become an important way of local offline entertainment during the Spring Festival holiday, which may boost the box office of films in first and second tier cities. According to the data of cat’s eye professional edition as of 15:00 on January 9, there are miracles (374000 people want to see, and the production companies include China Film Co.Ltd(600977) , Ali film, Wanda film and television), four seas (336000 people want to see, and the production companies include Ali film, cat’s eye entertainment, Guomai Culture & Media Co.Ltd(301052) ) The killer is not calm (294000 people want to see, and the production companies include reading group, cat’s eye entertainment, etc.), bear haunt · return to the earth (192000 people want to see, and the production companies include China Film Co.Ltd(600977) ), and many other films that have attracted much attention, or drive the box office expectation of Spring Festival films in first and second tier cities for the second consecutive year, which is expected to be produced The issuer and the cinema lines in the first and second tier cities contribute a lot to the performance elasticity. We continue to suggest that the film spring festival archives be arranged in advance, focusing on the recommended reading group. The beneficiaries include China Film Co.Ltd(600977) , Ali film, Wanda film and television, Beijing Enlight Media Co.Ltd(300251) , cat’s eye entertainment, Guomai Culture & Media Co.Ltd(301052) , Shanghai Film Co.Ltd(601595) .
Risk tip: the competition in the field of virtual human is intensified, and the epidemic continues to affect the length of offline entertainment.
