Recently, the digital human sector has performed outstandingly in the A-share market. Despite a certain decline in the index this week, the sector achieved a certain increase against the trend, demonstrating a certain alpha effect.

Currently, a new round of technological revolution and industrial transformation is accelerating, giving birth to a series of new industrial development directions. Digital humans are one of the important branches among them. This week, at the Beijing Digital Human Base, reciting poems with "Su Shi" and listening to the classic songs of "Teresa Teng" have become a reality.

The application scenarios of digital humans are continuously expanding, from virtual digital human broadcasts to providing sign language services for hearing-impaired individuals. The application of digital humans is becoming increasingly widespread and is accelerating its implementation. This not only brings new growth points to the digital human industry but also brings new business opportunities to related enterprises. It is expected that more powerful digital human functions will be gradually realized with the development of technology in the future.

Specifically, according to the data in the "2024 China Virtual Digital Human Industry Development White Paper," China's virtual human core market size and driven market size show a strong growth trend. In 2023, China's virtual human-driven industrial market size and core market size were 333.47 billion yuan and 20.52 billion yuan, respectively. It is expected that by 2025, these figures will reach 640.27 billion yuan and 48.06 billion yuan, respectively, showing a strong momentum.

In the investment field, the virtual digital human industry has also received a large amount of capital investment. Relevant data shows that as of 2023, there have been more than 2,500 financing projects involving companies related to virtual humans, with a total financing amount exceeding 300 billion yuan. This also indicates investment opportunities in the sector. Here, the author has compiled a list of some leading stocks with high popularity and a high correlation with the digital human concept for investors' reference.

Below is a brief analysis of the layout of some of these stocks in the digital human field:

BlueFocus: The company has actively deployed in the digital human field, launching the country's first creative reproductive virtual digital humans "Su Xiaomei" and "Music Digital K," and helping multiple cultural tourism and brand clients create virtual digital IPs. The company has also deployed the largest XR studio in Asia, BLUEBOX, and a leading optical capture virtual shooting green screen, constructing an AI+XR technical content production system. In addition, BlueFocus has also launched a real-person digital avatar driving platform, "Avatar Skill," and a self-developed virtual live broadcast product, "BlueFocus Smart Broadcast," covering all e-commerce platforms.

EEWorld: The company has launched the first AIGC digital marketing creation platform, KreadoAI, in the digital human field. Relying on the four major solutions of "AI digital human, AI model, AI tool, and AI creative asset," the platform aims to inject new vitality into cost reduction, quality improvement, and efficiency enhancement throughout the marketing chain. KreadoAI utilizes generative AI components provided by Amazon Web Services to create multilingual digital humans, significantly improving video production efficiency and providing multilingual, high-quality natural human voices, making digital human videos realistic.

Newcapec: The company has released the CapeCloud digital human AIGC service platform - Phantom, aiming to solve the development issues of the digital human industry and provide convenient digital human production tools. Newcapec's digital humans have served over a hundred governments, media outlets, and universities nationwide and provided digital human intelligent Q&A services, digital human customer service, cartoon digital human broadcasts, etc., for multiple local governments. Newcapec's digital human intelligent generation and operation platform supports two types of digital humans: video-based and model-based, providing the entire process of digital human production, release, and operation.

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