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|2024 05 14 TMT/AI AI 2024 2 OpenAI Sora 60 AI Sora AIGC AI Sora Sora AI NPC AI AIGC NPC AI AI AI 1 2 IP 3 4 AI+AI AIGC IP AI+AI%151 3.0 1372.9 1.8 1224.4 1.7%1m 6m 12m-4.3-12.8-29.2-9.8-15.2-22.2 1 AI 2024-05-13 2 2024 2024-05-10 3 2024 4 2024-05-08 S1090513030002-50-40-30-20-1001020May/23 Aug/23 Dec/23 Apr/24(%)传媒 沪深300AI AI+2 IP iPAi AI+IP+AI+IP To C AI+AI AI+OpenAI Google StabilityAI GianGPT AI IP+AI AI ZXCXxOsPpMoPtNnOmRoRnM7NcM6MnPpPmOsOiNrRmRiNmNqN6MoOzQNZqRvMMYqNrP 3 AI.6 1 AI+.6 2.8 2.1.8 2.2.8 1 GAN.8 2.8 3.10 3.1.10 3.2.14.17 1.17 2.20.22 1.22 2.25 1.25 2.26 3.26 4.27 5.28 6.28 7.29 8.30 9.30 10.31 11.31 12.32 13.32 14.33 4.35 1 AI.6 2 AIGC.7 3 Sora.7 4 Sora.10 5 Pika.11 6 Runway.11 7 Stable Video 3D.12 8 LTX Studio.12 9 Genmo.13 10 Kaiber.14 11 Dreamina.14 12 Vidu.15 13 AI WHEE.16 14 AI.16 15 PixVerse.16 16 Etna.17 17 Clipfly.17 18 2014-2024.18 19 2.18 20.19 21 Our T2 Remake.19 22 2023.20 23 3000.20 24.20 25 AI.21 26 Unity 2024 Unity.21 27 Unity 2024 Unity.21 28 AI.22 29 2023.23 jcUnymUTI08hAakoi02p85KvZxvDHl7CnYBIQwX/6MP9ME9GN50ATs8v6reqKzqz 5 30.24 31 Dreamina.25 32 AI.25 33.26 34 AI.27 35 C-dramaRights.27 36 AI 27.28 37“iPAi”.29 38.29 39.30 40.31 41 2.31 42.32 43 GiiNex.32 44 UGC.32 45.33 46 GiantGPT.33 1.9 2.23 3 IP.28 4.34 6 AI 1 AI+AI 2022 11 OpenAI ChatGPT AI 2 GPT 2023 ChatGPT 800 2023 AI AI AI Sora Suno Midjourney AI Voyage Character.AI 1 AI Writterbuddy AI AIGC GC,Generative Content Text-to-Image Generation NLP Midjourney Playground AI Ideogram 7 Text-to-Music Generation Stable Audio AI Text-to-Video Generation OpenAI Sora 2 AIGC Sora AI 2024 2 OpenAI Sora Sora 60 Sora AI AI Sora 3 Sora OpenAI 8 2 2.1 Stable Diffusion DALL-E 2 Midjourney 2022 4 Google Video Diffusion Model Runway Gen1 Runway Gen2 Pika PixelDance Emu Video Video LDM AI 1 2 GIR(Global Info Research)2023 720 2030 22.19 2024 2030 CAGR 56.6%2.2 1 GAN GAN Generative Adversarial Nets GAN GAN VGAN TGAN VideoGPT MoCoGAN DVD-GAN DIGAN 2 Transformer transformer GANs 10 Phenaki Cogvideo 9 AI 2022 4 Video Diffusion Model Meta Runway Video LDM Text2Video-Zero Runway-Gen1 RunwayGen2 AI 1 GAN Transformer GAN token 10 10 3 3.1 1 Sora Sora OpenAI 2024 2 30 Sora Sora 1 Sora“+T ra ns f ormer”Transformer Sora 2 Sora 60 3 Sora Dall E3 re-captioning Sora Sora 4 Sora Sora 2 Pika Pika 1.0 Pika Labs 2023 11 Pika Labs AI Lab AI Pika 1 Pika 3D 2 AI Pika AI 3 Pika 11 Pika 5 Pika 3 Runway Runway Gen-1 Gen-2 Gen-1 2023 2 Runway 2023 6 Gen-2 11 Gen-2 4K Gen-1 Gen-2 Gen-2 AI 1 AI 2 3D 3D 3D 3 4 6 Runway 12 4 Stable Video Stable Video Stability AI Stable Diffusion 1 Stable Video 2 Stable Video 3 Stable Video 7 Stable Video 3D stability.ai 5 LTX Studio LTX Studio Lightricks AI Lightricks LTX Studio 3D 1 LTX Studio 2 AI 3 3D 4 5 8 LTX Studio LTX Studio 13 6 Genmo Genmo 3D Genmo 1 2+Genmo 3 Inpainting Genmo V1 Inpainting 4 Genmo Chat Genmo Chat Genmo 3D 9 Genmo Genmo 7 Kaiber Kaiber 1 Kaiber 2 3 Kaiber 4 5 Spotify Canvas Spotify Canvas Kaiber SaaS 14 10 Kaiber Kaiber 3.2 1 Dreamina Dreamina Dreamina Dreamina 1 2 AI 3 4 AI Dreamina Dreamina Sora Dreamina Dreamina Dreamina 11 Dreamina Dreamina 15 2 Vidu Vidu 2024 4 1 Diffusion Transformer U-ViT Diffusion Transformer 2 Vidu 16 1080P 3 4 Vidu 5 Vidu Vidu Vidu 12 Vidu ShengShu 3)WHEE WHEE MiracleVision4.0 MiracleVision4.0 AI AI 2024 2 WHEE MiracleVision4.0 MiracleVision MiracleVision MiracleVision 16 13 AI WHEE 14 AI WHEE WHEE 4 PixVerse PixVerse AI PixVerse PixVerse PixVerse 3D CG 4K 15 PixVerse PixVerse 5 Etna Etna AI Etna Diffusion Sora Diffusion+Transform Diffusion Transformer 815 4K 17 3840*2160 60fps Etna 16 Etna Etna 6 ClipFly Clipfly Fotor AI AI Clipfly Clipfly Clipfly AI AI AI AI Clipfly 17 Clipfly Clipfly 1 2023-2028 2021 2349 23.2%2019-2021 7.9%2024 3618 18 18 2014-2024 2 40 AI AI AIGC AI 19 2 AI 2024 2 AI 8 AIGC 4-15%-10%-5%0%5%10%15%20%25%30%35%050010001500200025003000350040002014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024E%19 20 Sora AIGC AI 2024 3 AI 2 Our T2 Remake 50 AI Midjourney Runaway AIGC 3 AI 90 AI AI 21 Our T2 Remake ADFeed AI 3 OpenAI OpenAI OpenAI AI Sora OpenAI 20 2 Newzoo 2023 1840 0.6%2023 Newzoo 2026 2054 1.3%2023 2023 3029.64 370.80 13.95%2563.75 15.29%ARPU 22 2023 Newzoo 23 3000 24 Sora 2023 5 COMPUTEX AI Avatar Cloud Engine ACE AI Audio to Face Fallen Leaf Audio to Face AI AI Sora 21 AIGC AI Lab AIGC Unity 2024 Unity 2023 62%AI AI Unity 71%AI 37%AI 64%AI NPC 25 AI 26 Unity 2024 Unity 27 Unity 2024 Unity Unity Unity 0%10%20%30%40%50%改进角色 动画编写代码/加 快代码 编写生成艺术 作品和 游戏关 卡写作和叙 事设计自动播放 测试适应难度游戏内文 字和语 音聊天 审核开发人员 如何使 用AI0%10%20%30%40%50%60%70%不可玩角色（NPC）创造独一无二的体验语音识别和自然语言处理身体/物体检测或分类图像、视频或3D 模型分类用户生成内容开发者如 何利用AI 进行 世 界构建 22 AI Sora Sora AI NPC AI AIGC NPC AI AI AI 28 AI Unity“”5 10 EA CEO Andrew Wilson AI 30%50%10%-20%ARPU 1 3D 3D 23 IP 2 27 2023 2023 3000 IP 2600 IP IP 2023 TOP20 60%IP“”IP AIGC AIGC IP IP IP 29 2023 2023 2 2016/11/7 2021/6/10 2021/12/21 2022/9/1 2022/9/13 2022/11/25 2022/12/2 2022/12/8 2600400网文产业市场（亿元）网 文 产 业市场（亿元）IP市场网 文 产 业市场（亿元）阅读市场 24 2023/1/3 2023/2/22 2023/8/1 2023/8/23 2023/9/8 2023/9/28 2023 CNNIC 2023 12 10.53 96.4%TikTok 30,CNNIC,2024 3 20 2023 2023 AI Dreamina AI 2-3 3 Google Meta Adode0%20%40%60%80%100%120%020,00040,00060,00080,000100,000120,0002018.12 2020.3 2020.12 2021.12 2022.12 2023.12 25 Runway Pikalabs AI 31 Dreamina Dreamina 2 1 2023 4 24 4 MoE 3.0 4,000 MOE AI AI SOTA SkyMusic AI Club Koala 4 18 Alpha All in AGI AIGC AI AI 32 AI AI 26 2 2023 12 5 AI MiracleVision4.0 AI AI 24 1 MiracleVision WHEE 1 AI 4K 2 AI AI 12 5 17 1700 4.4 AI 33 3 AI AIGC AIGC 2023 AIGC HUB Al AIGC Al AI AI TV 27 34 AI 4 AIGC“+AI”AI/2023 9“AI AI”12 AI 5 3 4“AIGC”60&C-dramaRights IP B 5000 C 17 90%AI 35 C-dramaRights 28 5 AI AI 36 AI 27 6 IP“IP”“”“”IP“”IP+AIGC 2023 5 IP 60 IP“”IP IP 2023 IP GMV 10“AI”filMarathon AI“”45 IP“”IP 3 IP Q 29 AI 3 2 IP 1 AI AI 2“A”AI 3“IP+AI”AI IP IP 37“i P A i”7 IP 2 2 2-3 38 30 8 V“”400 500 200 2024 39 9 IP AIGC IP IP 550 600 2,000 IP“”“IP”“”AI IP 1 Sora 2 Chapters ReelShort 31 40 10 1390 900 200 IP IP 41 2 11 2023+QQ B B C AI Lab GDC 2024 AI“GiiNEX”AI AI AI NPC 3D AIGC GiiNEX 5 25 32 42 43 GiiNex IT 12 AI AI AI AI AI UGC 2.0 Hi Echo 2.0 AI P AI AI AI AI Lab AnimationMaker-PoseCap AI 3 AIGC 44 UGC 13 Sora Pika Runway StabilityDiffision AI 33 45 14 2022 AI 2023“+AI”AIGC AI GiantGPT AIGC“iMagine-AI CodeBrain-AI”2024 GiantGPT AI AI NPC 46 GiantGPT 34 4/300418.SZ All in AGI&AIGC AI+1357.HK AI/IP 300413.SZ AIGC AI 300133.SZ IP AI+001330.SZ AI 601595.SH IP“iPAi”300251.SZ IP AI+603721.SH 300364.SZ IP+AI+0772.HK IP IP 0700.HK To C AI+-S 9999.HK AI AI 300496.SZ OpenAI Google StabilityAI 002558.SZ GianGPT AI“”IP+AI 35 1 AI AI AIGC AI 2 AIGC 3 AIGC AIGC 36 6-12 A 300 500 20%5%-20%5%5%
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