元宇宙概念一枝独秀，虚拟数字人会不会成为下一个爆发点？
随着元宇宙风头正盛，芒果超媒，量子匠星，天娱数科等公司，纷纷布局元宇宙，将虚拟数字人作为公司重要的抓手，比如芒果超媒旗下虚拟数字主持人小漾，量子匠星旗下首个知识类超写实数字人Dr.Yu宇博士等，对于他们下一步动作，让用户和资本都充满期待。
As the Woncosm is booming, mango super-magnets, quantum masonry, astrophysics, etc., the universe of virtual digitals has spread, using virtual digitals as important players for the company, such as the virtual digital host under the Mango Supermax flag, Dr. Yuwoo, the first intellectual super-digitist under the Quantizer flag, and so on, the users and capital are looking forward to their next move.
的确，被看作“元宇宙”场景入口的“虚拟数字人”已经成为资本争相入局的“风口”。
Indeed, the “virtual digital man” who is seen as the portal to the “Men Universe” scene has become the “windlight” of the capital race.
据企查查数据显示，目前国内现有“虚拟人”、“数字人”相关企业超过28万家，近五年的新增注册企业增速复合增长率达到近60%。
与此同时资本市场也对于虚拟人表现出了极大的兴趣。2021年全年，在虚拟数字人领域的相关投资有16笔，融资额从数百万人民币到数千万美元不等，参与的投资者包括GGV纪源资本、红杉资本等知名投资机构以及网易等国内互联网巨头。到2022年，行业热度陡增，不到一个月的时间内，虚拟人领域完成了近百起融资，累计额度超4亿元。 At the same time, the capital market has shown great interest in virtuals. Throughout 2021, 16 related investments in virtual digitals ranged from millions of yuan to tens of millions of dollars, involving investors such as GGV capital, well-known investment institutions such as Redwood capital, and Internet-friendly domestic Internet giants. By 2022, industrial heat had risen sharply, and in less than a month, the virtual sector had completed nearly 100 loans, totalling more than $400 million. 对此，量子匠星创始人CEO王博轩表示，目前虚拟数字人行业驱动力十足，包括用户代际变化，新世代群体对内容消费和虚拟世界更为渴求。同时，资本热度不断上升，虚拟化的趋势逐渐成为共识；这让数字人人在资本和营销市场的普及让各赛道玩家看到了其未来商业化发展的更多可能性。 In response, CEO Wang Bo-hoon, founder of Quantum Crafts, said that the virtual digital industry was now fully driven, including intergenerational changes in users, and that new generations were more eager to consume content and the virtual world. At the same time, capital heat was on the rise, and the trend towards virtualization was gaining consensus; this allowed digital access to capital and marketing markets for all, which made every player in the races more likely to be commercialized in the future. 据了解，量子匠星，是一家由上市公司高管合伙创办，聚焦于虚拟数字人的生产与服务的科技公司，于今年4月份推出了首个知识类超写实数字人——Dr .Yu宇博士。 It is understood that Quantummaker Star, a technology company founded by a partnership of executives of publicly listed companies focused on the production and services of virtual digitalists, launched the first intellectual super-written digitalist in April this year, Dr. Yuyu. 与传统注重在皮囊上“大做文章”的数字人不同。 Unlike the number of people who traditionally focus on “shows” on the leather bag, it's not the same as the number of people who do it. Dr.Yu宇博士不但在皮囊上实现了超写实数字人本该有的逼真瑕疵感。他更注重深度灵魂的打造，另辟蹊径将目光对准在知识赛道，剖析元宇宙与数字经济的同时，也将立足现实，通过经济政策、行业动态的解读，输出来自于元宇宙的独到观点，着重输出有价值、有深度、有灵魂的人格化内容。 Dr. Dr. Yu-woo not only realized what a super-written digital man would have had on his pocket. He focused more on the creation of deep souls, but also looked at the knowledge track, parsing the meta-cosm with the digital economy, but also based on reality, and through economic policy, industry dynamics, produced a unique view from the meta-cosm, focusing on valuable, deep, soul-made content. 别具一格的赛道选择，势必会让他在这个同质化的行业市场中突出重围，寻找到新的增长点和爆发点，以吸引更多资本的目光和青睐。 A one-size-fits-all track choice would certainly bring him to the top of the homogenous industry market, looking for new growth and flashpoints to attract more capital. 据了解，该公司还拥有孵化多个知识类MCN短视频账号经验以及主导多位头部艺人的营销宣传的内容营销团队，还有参与《功夫熊猫》《星球大战》等电影级别的特效技术团队，两大顶级团队强势支撑，为Dr.Yu宇博士接下来走的每一步，都奠定了坚实的基础。 It is understood that the company also has experience in incubating multiple knowledge-based MCN short video accounts, as well as content marketing teams that dominate the marketing of multiple head performers, and special effects technical teams that are involved in movies such as the Kung Fu Panda and Star Wars, with strong support from two top teams, which provide a solid basis for every next step for Dr. Yuyu. 除此之外，量子匠星创始人CEO王博轩表示： In addition to this, the founder of Quantummaker Star says: >. Dr.Yu宇博士，不单单是独立的、有人格的、有社交圈的现实存在的“人”，在未来我们将会打造以Dr.Yu宇博士为核心的首个元宇宙人格化知识问答DAO，沉浸交互，价值互通共享，拥有一套适配web3.0时代的经济系统的ta，更懂得创造价值，也更懂得给投资人一个真正有价值的投资回报。 Dr . Dr. Yuwoo, not only an independent, humanistic and socialized reality, will in the future create the first digital cosmopolitan humanization knowledge question and answer DAO with Dr. Yuyu as its core, in which he will interact, share his values, have a system of economic systems appropriate to the Web3.0 era, be more productive, and be better able to give investors a truly valuable return on investment. 面对虚拟数字人赛道上不同行业公司的不同路径，哪类公司更容易得到投资者的关注？ What types of companies are more likely to attract the attention of investors in the face of the different paths of companies in different industries on the Virtual Digital Man Race? 天风证券研究所副所长兼传媒互联网首席分析师文浩建议，虚拟人作为一个以技术为支撑的行业，核心要素还是企业的技术能力，同时公司的运营能力、创意能力、商业模式也不可忽略。“行业还处于发展早期，除了一些大的平台公司，现在很难定论哪一个企业一定能走出来，因此机会和挑战并存。” The Vice-President of the Skywind Securities Institute and Chief Analyst of the Media Internet, Win-Ho, suggested that a virtual person, as a technology-based industry, is the core element of a business’s technical capacity, while the company’s ability to operate, creative capabilities, and business models must not be overlooked. “The industry is still in the early stages of development, and it is difficult to determine which firms, with the exception of some large platform companies, must come out, so opportunities and challenges coexist.” 此外，在过去2021年，28家“虚拟数字人”概念股也在资本市场也备受追捧，股价和市值波动明显。 In addition, in the past 2021, 28 “virtual digital” concept units have also been well received in the capital markets, and stock prices and market values have fluctuated significantly. 有25家公司股价累计实现了上涨。而在披露年报或业绩预告的26家公司中，有19家公司实现盈利，7家公司出现亏损。 There was a cumulative increase in stock prices for 25 companies. Of the 26 companies that disclosed annual reports or performance forecasts, 19 had made a profit and 7 had a loss. “虚拟数字人”概念股包含的上市公司属于多个不同行业。按照申万行业标准分类，28家公司中有13家传媒行业公司，8家计算机行业公司。所属行业不同，各公司对于虚拟人领域的布局也不尽相同。 The “virtual digital person” concept unit includes listed companies in a variety of industries. There are 13 media companies and 8 computer companies in 28 companies, according to the Schenwan Industry Standard Classification. 比如，芒果超媒，在2021年底布局“元宇宙”，不仅发布首批数字藏品，同时还布局虚拟数字人，推出数字人“瑶瑶”“小漾”等。公司在互动平台回复投资者提问时表示，公司未来规划将推出更多符合公司主营业务发展与市场受众需求的虚拟角色。 , for example, Mango Supermoment, which was set up at the end of 2021 as the “Mencos” not only to publish the first digital collections, but also to create virtual digitals, and to introduce digitals as the “smuggling” and so on. In responding to investors' questions, the company said that its future planning would introduce more virtual players that responded to the needs of the company's main business development and market audience. 天娱数科（原名：天神娱乐）重组后将电竞游戏与数据流量作为主营业务，在2021年年报中，公司明确表示将聚焦虚拟数字人研发生产与IP孵化运营两个方面。 In its 2021 annual report, the company explicitly stated that it would focus on the production of virtual digital players and the operation of IP incubation. 与之相似的还有曾经的“女鞋第一股”星期六，通过数字化转型在直播电商赛道突飞猛进，如今公司推出了“孔襄”“周小瑜”等虚拟人，进一步丰富直播电商玩法。 Also similar to 同时还有在2021年股价累计实现95.05%的涨幅的捷成股份。据了解，捷成股份参股的公司世优科技是一家虚拟技术提供商，据悉，世优科技已经为客户打造“复活”了近500个虚拟IP数字人。 also has a fast-tracked equity that accumulated a 95.05% increase in equity prices in 2021. It is understood that Jianjin's company, Hyotech, is a virtual technology provider and is known to have built up nearly 500 virtual IP digitists for its clients. 这些概念股的“崛起”，无疑证明了数字人在资本市场上的火热，的确，数字人领域未来可期。根据相关机构发布的虚拟数字人深度产业报告显示，预测到2030年，我国虚拟数字人整体市场规模将达到2700亿。 The “rise” of these conceptual units is undoubtedly proof of the enthusiasm of the digital population in the capital market. Indeed, the digital domain is open for the future. According to the virtual digital depth industry report published by the relevant agencies, the total market size of the virtual digital person in the country is projected to reach 270 billion by 2030. 同时虚拟人产业链各环节已逐渐成熟，当前条件下，虚拟人已初步具备落地应用的条件。随着虚拟人理论和技术日益成熟，应用范围不断扩大，虚拟人产业正在逐步形成并不断丰富。因此，数字人行业会不会成为下一个爆发点？相信市场很快就能给出我们答案。 At the same time, the virtual industry chain has matured and, under current conditions, virtuals are initially equipped to apply. As virtual theory and technology have matured, application has expanded, and the virtual human industry is growing. So will the digital industry become the next flashpoint? I'm sure the market will soon give us the answer. 免责声明：市场有风险，选择需谨慎！此文仅供参考，不作买卖依据。
注册有任何问题请添加
微信：MVIP619
拉你进入群
打开微信扫一扫 添加客服 进入交流群
1.本站遵循行业规范，任何转载的稿件都会明确标注作者和来源；2.本站的原创文章，请转载时务必注明文章作者和来源，不尊重原创的行为我们将追究责任；3.作者投稿可能会经我们编辑修改或补充。
