AIGC Metaverse Industry Research on the Investment Trends of Cultural Industries in the Guangdong Ho

What I am sharing today is the AIGC+ Metaverse Industry Research Report:"2023 Guangdong-Hong Kong-Macao Greater Bay Area Cultural Industry Investment Trend Research"., (Report Producer: iResearch).

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In terms of conceptual distribution, cultural intelligence has the largest number of investment and financing, followed by the metaverse with 83 investment events, and AIGC also has 20 investment and financing events, gradually becoming a branch that cannot be ignored in the field of cultural industry investment.

Synergies between hot investment areas in the cultural industry

AIGC and cultural "intelligent manufacturing" are the base, and cultural consumption is the scene, jointly creating a future metaverse ecology

If the metaverse is regarded as the ultimate form of Internet evolution, then AIGC and cultural "intelligent" manufacturing are the underlying foundations, in which AIGC can provide rich and colorful digital content for the metaverse, cultural "intelligent" manufacturing can provide a hardware entrance for immersive experience for the metaverse, and cultural consumption is a variety of different application scenarios in the digital world, and the three are organically integrated to jointly realize the future metaverse ecology.

The development stage of China's AIGC industry

AI technology continues to make breakthroughs, the AIGC industry accelerates, and the future market space of AIGC exceeds one trillion yuan

AIGC (AI-generated content) refers to a new type of content production method that uses artificial intelligence technology to generate content, which can be divided into text generation, audio generation, image generation, ** generation and cross-modal generation according to the generated content modality. In the context of the continuous expansion of global computing power, the rapid progress of deep learning Xi algorithms, and the continuous improvement of the total amount and richness of human digital content, AIGC technology has made great breakthroughs in recent years, promoting the rapid implementation of the AIGC industry and beginning to penetrate into the production and life of human beings, which is expected to bring subversive changes to all walks of life.

According to iResearch**, the scale of China's AIGC industry in 2023 will be about 14.3 billion yuan, and in the technological exploration period from 2022 to 2025, the AIGC industry is mainly in the stage of large-scale model ecological construction and the improvement of underlying computing infrastructureIn the application growth period from 2026 to 2029, the scale of the AIGC industry will reach 100 billion, and the industry will complete the realization of the technical value in key areas and key scenarios, and gradually establish an industrial ecology of model as a serviceIn 2030, the scale of China's AIGC industry is expected to exceed one trillion yuan, reaching 1,144.1 billion yuan.

China's AIGC industry chain and application scenarios

The AIGC industry can be divided into the basic layer, the model layer and the application layer, and the upstream and downstream of the industry contain abundant investment opportunities

From the perspective of the development status of the AIGC industry, China's AIGC industry can be preliminarily divided into the basic layer, the model layer and the application layer, among which the model layer is the key point of the current development of the AIGC market, and the core players mainly focus on the research and development and implementation of general basic large models. At the same time, with the difference in the needs of industries and enterprises, industry-level models and enterprise-level models will gradually be differentiated in the future. From the perspective of application scenarios, AIGC has strong universality, can transform and upgrade all aspects of human production and life, and is expected to be widely used in all walks of life and become a new driving force for China's economic development.

AIGC has detonated a new round of productivity revolution

AIGC promotes the innovation of content production models, and the cultural industry is a key industry for the application of AIGC

As a new general tool for content production, AIGC has shown great potential in all walks of life: on the one hand, AIGC will revolutionize the production model of the digital content industry and increase the value and influence of content productionOn the other hand, the AIGC will accelerate the process of industrial digitalization, improve the application mode and utilization efficiency of data resources in the real economy, and empower the rapid digital and intelligent transformation of the real economy. As an industry with content as the core production factor, the cultural industry has a stronger sensitivity to AIGC and is expected to take the lead in taking off driven by AIGC technology.

AIGC+ Cultural Industry Investment Hot Spot Opportunity Analysis

AIGC will trigger deep changes in the field of cultural industry, and there is great potential for investment in the field of content creation and production

AIGC mainly affects the creation and production mode of content, so the higher the proportion of content in the industrial value chain, the more obvious the subversive effect of AIGC on itOn the other hand, the industry's own data, knowledge, regulatory requirements and other characteristics will also affect the penetration rate of AIGC in the industry. From these two perspectives, the impact of AIGC technology on the nine categories of cultural industry, the content creation and production field with games, film and television, animation, etc. as the core and the creative design service field with advertising and design as the core are the most affected by AIGC and the fastest, and we can quickly see the replacement of the original production tools and the transformation of business processes by AIGC applicationsThe other seven categories are affected by AIGC technology to varying degrees and speeds.

AIGC's transformation of typical fields in the cultural industry

AIGC empowers the innovation of cultural industry-related enterprises, and typical enterprises in the Greater Bay Area have performed well

According to the landing scenarios, technical paths and product characteristics of AIGC application in the cultural industry, the cultural industry + AIGC track can be divided into two tracks: content consumption and enterprise services: the content consumption track is mainly to C products and services, reaching consumers in the form of cultural consumption content and cultural creation tools;The enterprise service track is mainly to B products and services, and AIGC technology improves the efficiency of production, office, marketing and other links of culture-related enterprises and the service ability and level of enterprises through large-scale model capabilities. Enterprises related to the cultural industry in the Greater Bay Area are deeply engaged in the field of AI, continue to explore AIGC services and product research and development, and have produced many typical AIGC enterprises with outstanding performance.

The metaverse, as a representative related track of AIGC, will be revitalized

AIGC accelerates the arrival of the metaverse, creating a new stage of digital-real integration and virtual-real co-production, and ushering in new investment opportunities for the metaverse track

From the perspective of business narratives and application scenarios, the metaverse has many things in common with AIGC. First of all, in terms of track scope, AIGC focuses on digital natives, while the metaverse includes digital twins in addition to digital nativesSecondly, in terms of the value of the race, the metaverse is to tell the story of moving from reality to virtual and creating a second growth curve, while AIGC not only focuses on the creation of the digital world, but also influences and transforms the real world. From the perspective of market development, in recent years, the metaverse track has been cold on the capital side and the user side due to the difficulty of technical capabilities to support the commercialization vision, and AIGC technology will improve the market's expectations for the metaverse. In the field of digital natives, AIGC can enhance the ability and enthusiasm of UGC creation through high-quality creation toolsIn the field of digital twins, AIGC can gradually help realize automatic design and rendering, and improve the production efficiency and quality of twin models.

Analysis of hot investment opportunities in the metaverse + cultural industry

The metaverse has been deeply applied in the cultural industry, and digital intelligent people are the track with the broadest application prospects in the cultural industry

The metaverse unifies time and space through digital technology, combining the virtual and the real, creating a new type of social space and cultural space, which is also an excellent carrier for cultural content. The integration of the metaverse and the cultural industry, and the use of digital technology to promote the innovation of the cultural industry, can not only change the expression and consumption mode of the cultural industry, but also give birth to new cultural phenomena and cultural models. Taking the virtual digital intelligent human track as an example, virtual idols and virtual spokespersons have become an important way for enterprises to create IP content and marketing publicity.

The metaverse is transforming the typical field of the cultural industry

The metaverse promotes the digitalization of cultural industry-related services, and typical enterprises in the Greater Bay Area have performed prominently

The metaverse enables cultural consumption to break through the limitations of physical space, and users can participate in metaverse cultural activities through remote immersion, and the difference between the experience of metaverse participation and on-site participation will become smaller and smaller. In the future, users can even get a better experience through the metaverse for cultural tourism, games, film and television, exhibitions, shopping, social networking and other activities in traditional offline scenarios. The metaverse allows users to engage in cultural consumption activities in a way that participates, interacts, and shares, which not only greatly expands the participation mode of cultural consumption, but also provides more possibilities for the business model of the cultural industry.

AIGC+ Metaverse Investment Hotspot - Virtual Digital Homo sapiens (Technology).

Virtual digital intelligent people empower the digital and intelligent innovation of the cultural industry and lead the new experience of digital culture

From the perspective of technology, 3D visualization technology, interactive technology and artificial intelligence technology are the key technologies for the development of the virtual digital intelligent human industry. Guangzhou Fantuo Digital Creative Technology Co., Ltd., a typical enterprise of virtual digital intelligent people in the Greater Bay Area, is a comprehensive provider of digital creative products and digital integration solutions, providing one-stop digital innovation services such as 3D digital content production, software development, comprehensive design, and system integration, and is widely used in cultural and cultural museums, science and education, smart cities, cultural and sports activities and other fields. At the same time, through a series of technological innovations, Fantuo Digital continues to improve the product capabilities and service capabilities of virtual digital intelligent people.

AIGC+ Metaverse Investment Hotspot - Virtual Digital Homo sapiens (Application).

Digital intelligent people who can learn, Xi, express and evolve can realize online + offline interconnection, with a wide range of service fields and application scenarios

Combined with the current situation of market development, virtual digital intelligent people have been implemented in the fields of entertainment, advertising, and live broadcasting, exploring diversified service scenarios and monetization paths. Fantuo Digital Innovation Virtual Digital Wisdom can be combined with 3D visualization products, AI information products, and digital intelligence exhibition halls to form a three-dimensional service model, which can be extended in IP operations, special effects films, content live broadcast and other fields, and can also run through exhibition halls, exhibition halls, scenic spots and other scenarios to provide users with intelligent Q&A and personalized services.

Outlook on investment trends in cultural industries in the Greater Bay Area

Four kinds of innovation: new cultural technology, new cultural application, new cultural scene, and new cultural consumption

Based on innovative technologies such as AIGC, ultra-high-definition**, and digital humans, the Guangdong-Hong Kong-Macao Greater Bay Area can create new applications such as digital real-world experience and VR real-time live broadcast, and combine new scenarios such as vehicles, AR, real-life blocks, and audio to promote the implementation of new cultural consumption forms.

This article is for informational purposes only and does not represent any investment advice from us. The world of fantasy filmsOrganizing and sharing information is only recommended for reading, usersInformation obtainedFor personal Xi only, please refer to the original report for use. The report totals:58 pages。Due to space limitations, only some of the contents are listed.