Recently, the AIGC concept in the A-share market has become the focus of investor attention, with many stocks performing exceptionally well, sparking widespread discussion in the market. What is AIGC and what is its use? Which A-share listed companies are related to AIGC?

01. What is the 'AIGC Concept'?

AIGC, or Artificial Intelligence Generated Content, is a new form of creation that utilizes AI technology to generate various forms of digital content. It is considered a new method of content creation following PGC (Professionally Generated Content) and UGC (User Generated Content).

Based on AI technology, it finds patterns in existing data and generates relevant content through appropriate generalization capabilities. This digital content encompasses various modalities such as text, images, audio, video, etc., automatically generated by computers through machine learning, deep learning, and other technologies, enabling them to understand human intentions.

The application of AIGC technology in personal fields has already covered multiple scenarios such as social networking, gaming, education, and content creation.

In social entertainment, AIGC technology lowers the threshold for content creation, inspiring users' creative inspiration. Users can create paintings, texts, songs, etc., through AIGC technology, making content creation more accessible and convenient. In education, AIGC technology is used to develop personalized learning tools and courses, helping students learn more efficiently.

In the enterprise sector, AIGC technology provides enterprises with various solutions to improve efficiency, reduce costs, innovate products, and enhance market competitiveness. In the office environment, AIGC technology enhances work efficiency and quality, stimulates creativity and fun, creating a more convenient, efficient, and innovative office experience.

In content production and media, AIGC technology provides efficient tools to improve content output efficiency and quality, reducing production costs. In advertising and marketing, AIGC technology enhances marketing effectiveness through content innovation, cost savings in production, and improved process efficiency.

AIGC technology also plays a crucial role in drug development. It assists in diagnosis and the drug development process, accelerating the discovery and development of new drugs through the analysis of vast amounts of data, bringing revolutionary changes to the healthcare sector.

02. Review of Related Concept Stocks

The AI industry in China has received strong policy support. Currently, upstream computing power is accelerating its deployment, midstream large models are in a state of 'flourishing diversity' with continuous iterations and upgrades, and downstream popular applications are increasing, gradually opening up business models. In the future, AI applications will empower various industries, and related A-share companies are expected to benefit.

With its unique advantages, AIGC technology is becoming a new force in the field of content creation. With continuous technological advancements and the expansion of application scenarios, the commercial value and market prospects of AIGC will become even broader.

Huaxi Securities stated that from the perspective of the computer industry, AI + domestic substitution is the core industrial logic of the computer industry in 2025. AI has affected everyone's work and life from various dimensions, and it is expected that 2025 will usher in an explosion of AI applications, with computing power and the application side continuously bringing investment opportunities.

Kaiyuan Securities noted that the continuous improvement of multimodal capabilities of large models at home and abroad may continue to drive the growth of AI application user numbers and open up commercialization space. CITIC Construction Investment believes that the recent Intensive release of AI Agents is expected to accelerate the development of AI applications. CITIC Securities pointed out that it is only a matter of time before popular AI applications emerge, suggesting continuous attention to the AI application industry.