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国内各品类AI应用不断涌现 AI生态繁荣或推动相关企业业绩爆发

Various AI applications in different categories are constantly emerging domestically, and the prosperous AI ecosystem may drive related companies' explosive performance.

cls.cn ·  Aug 19 19:58

On August 19th, the joint innovation laboratory for AIGC (generative artificial intelligence) co-sponsored by the Central Broadcasting and Television General Station and Zhejiang University was launched. Huajin Securities' Ni Shuang said that the release rhythm of large models has gradually slowed down, the development of AI applications in various categories is fierce and gradually showing advantages in overseas markets, and it is expected to promote the construction of the AI ecosystem.

On August 19th, the signing ceremony of the comprehensive strategic cooperation framework agreement between the Central Broadcasting and Television General Station and Zhejiang University was held in Beijing. Jiang Wenbo, a member of the editing and compiling meeting of the Central Broadcasting and Television General Station, and Zhu Shiqiang, deputy secretary of the party committee of Zhejiang University, unveiled the joint innovation laboratory for AIGC (generative artificial intelligence) co-sponsored by the General Station and Zhejiang University.

AIGC (AI Generated Content) refers to the technology that generates text, images, sounds, videos, code and other content based on algorithms, models, rules and other methods. Recently, new domestic applications have emerged. On July 24th, Aishike Technology released PixVerseV2, which adopts Dit architecture to support the generation of up to 5 continuous video contents with one click; On July 25th, Keling AI announced the upgrading of the basic model, opened internal testing, and launched a paid membership system online; on July 26th, Zhipu AI released Zhipu Qingying (Ying), which can generate a 6-second length, 1440x960 resolution video after submitting prompt for 30 seconds. On August 14th, Kunlun Tech released the world's first AI streaming music platform Melodio. Huajin Securities' Ni Shuang said that the release rhythm of large models has gradually slowed down, the development of AI applications in various categories is fierce and gradually showing advantages in overseas markets, and it is expected to promote the construction of the AI ecosystem. In terms of market scale, the "China AIGC Application Panorama Report" shows that the scale of the Chinese AIGC application market will reach 20 billion yuan in 2024 and trillion yuan in 2030.

According to the Financial Data Center, among related listed companies:

Kunlun Tech has formed six AI business matrices: AI large model, AI search, AI games, AI music, AI animation and AI social. On August 19th, the company released the world's first AI short drama platform SkyReels, which integrates video large models and 3D large models.

Yidao Information has independently developed AIGC (generative AI) software assistant, which integrates local and third-party trillion-level training data for large language models.

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