Industry benchmark丨From large models to industry models, the value of AI in the media industry emerges

Every reporter: Liu Mingtao Every editor: Peng Shuiping

At the end of May, everyone from policies to enterprises are making efforts to increase their investment in the AI ​​industry chain. From Beijing to Shenzhen, from Baidu to NVIDIA, and to Zhejiang local State-owned Assets Supervision and Administration Commission-related companies are all investing in AI. Baidu established the 1 billion yuan Baidu Wenxin Investment Fund to promote the prosperity of the large model ecosystem and be optimistic about the development prospects of China's AI applications; on June 1, Spread Brain quickly responded to technological breakthroughs in the field of generative AI at home and abroad, based on domestic Open source basic large models and domestic leading large model platform capabilities to rapidly promote the construction of professional large models in the media industry.

On the other hand, the rapid iteration of AI virtual technology will help film and television companies expand the IP value of their artists and idols and realize various monetization methods. In recent press conferences, some top companies have begun to use virtual human technology, which can accurately simulate a person's appearance, performance capabilities, and interaction capabilities. With the iterative upgrade of ChatGPT, AI virtual technology has gradually become popular around the world. Self-media such as "AI Stefanie Sun" have used technology to realize human-computer interaction of virtual idols and secondary realization of works. Film and television companies have massive data and classic IP. With the help of AI virtualization technology, they can rediscover the value of excellent IP and increase the opportunities for monetization.

The foreign software AI "Dramatron" contains a professional script logic framework, and the domestic AI "At a Glance Operation Bao" also assisted a well-known screenwriter to complete the pre-script production of a short play. During film shooting, if the company owns the artist's IP, it can use virtual technology to create digital people, change faces, etc., effectively reducing artist costs and changing the faces of artists with political risks. Recently, AI virtual technology can not only simulate real-life scenes, but also successfully assisted in the production and optimization of the animated short film "The Dog and the Boy". After the film is shot, AI image processing can also help enhance the film's image, actors' voices, etc., and deeply improve the film's post-production. AI virtual technology will bring significant cost reduction and efficiency improvements to the entire film production process.

February-March 2023 witnessed the intensive launch of large AI models around the world; since the second quarter, multiple catalysis and implementation at the application level are continuing to appear. The April Politburo meeting emphasized the importance of attaching importance to the development of general artificial intelligence and creating an innovation ecosystem; In May, the 20th Central Financial and Economic Committee emphasized seizing the wave of new technological revolutions such as artificial intelligence; the media industry, as the main application position of AI with dividends, will benefit significantly.

As of May 25, the Shenwan Media Index has adjusted 18% from its highest point. The current media sector valuation and fund holdings are still below the center since 2016, and the chips are very limited. It is still on the growth track. Significant investment value for money. Industrial Securities pointed out that the second wave of rising market trends in the media has emerged. As the main battlefield of AI applications with both dividends and cost-effectiveness, the media sector has huge room for growth this year, and media investment opportunities will run throughout the year.

Since the end of 2022, the media industry has achieved a rapid rebound, driven by factors such as gradually improving policies and the rapid development of AIGC. In terms of AI, OpenAI released ChatGPT at the end of 2022, and AIGC has also become the technology with the most attention in the market in 2023. As the sector with the fastest implementation of AI, the media industry is ushering in a beta market.

Here, by integrating the latest research reports from multiple brokerages, we bring 4 company profiles to fans and friends for reference only.

1. Baina Qiancheng

The company has already used AI technology in the production of animated films, and is expected to use AI to reduce costs and increase efficiency in the future. In the past two years, there have been sufficient resources for movies and TV dramas. In terms of strengthening its intellectual property operation capabilities, the acquisition of Yongxingfang Cultural and Commercial Hotel will provide more opportunities to explore channels for IP monetization in the future. (Guotai Junan)

2, Wanxin Media

The company focuses on the main business of culture and education. By participating in the investment in industrial investment funds such as Kuangyuan Artificial Intelligence Industry Fund, Wanxin Jinzhi Venture Capital, and China-Israel Digital Education, it indirectly deploys new business fields such as artificial intelligence and digital education, and deeply explores High-quality targets and promote the deep integration of leading technologies and high-quality new businesses with the company's main business. Through Wanxin Capital and China-Israel Intelligence Education, the company carries out more professional, precise and systematic innovative capital operations, strengthens the resonance and coordinated development of business development and industrial investment, and promotes the company's strategic transformation and upgrading. (Shanghai Securities)

3. Central Plains Media

The company is a key regional cultural enterprise, with distribution and publishing as its core main business developing steadily and supporting mid- to long-term performance growth. At the same time, the digital business transformation is accelerating and is expected to contribute new momentum to performance growth. (CITIC Securities)

4. Mango Super Media

The integration of the dual platforms of "Taiwan and Internet" has further deepened. The company relies on the continuous production ability of the top hit content on the dual platforms to establish a positive ecological cycle of long video content. As AI technology continues to penetrate the content industry, it is expected to promote content innovation and achieve cost-effective improvements. (Guohai Securities)

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