The agency pointed out that AIGC technology and products are now partially used in the game industry. In the medium and long term, it will have a strong role in promoting the cost reduction and efficiency increase of game production and the improvement of content quality; Uncertainty is reduced. It is estimated that the product cycle is the key driver of performance, and attention should be paid to the launch of game products.
central logic
1. AIGC is deeply infiltrating into all aspects of game development, and its application in various fields such as game property generation, content update optimization, game operation and management is rapidly landing, and it is expected to reduce costs and increase efficiency. The game industry has a high demand for richness in the plot and art of product content. Borrowing AIGC can be used in many fields such as artificial intelligence-assisted art painting, procedural character and scene generation, which significantly reduces the cost and threshold of game development.
2. The application of AIGC will significantly improve the interactivity, freedom and personalized settings of the game, further increase the frequency and depth of users' payment, and thus realize the potential income increase. Especially in terms of non-player character (NPC) intelligent interaction and scene construction, AIGC technology will make the game world more real, NPC more "soul", and interactive behavior more natural, thus providing players with more choices and challenges. With the maturity of the use of multi-modal AIGC, which can complete the intelligent recognition and processing of voice, image, text and other information in the game, the freedom and diversity of the game's gameplay and plot are also expected to be significantly improved.
3. The key game company has sufficient product reserves, and the game industry is expected to enter a new game launch cycle. The domestic game market has gradually recovered, and the pace of new games has been significantly accelerated, and most of them have strong competitiveness. Tencent's "Metal Slug: Awakening" will be launched on April 28; "Edge of Rebirth" will be tested in April; "Pokémon Assembly" is already in the pre-order state; "Destiny Ark" is about to start testing; Online for half a year. NetEase's "Naishuihan Mobile Game" is scheduled for June 30; "Extraordinary Pioneer" is expected to be launched within this year. Sanqi Mutual Entertainment's "Fuyao One Dream", "The Great Voyage of Wish", "Eternal Enlightenment", "Bright Adventure", "Dawn Project" and so on all have version numbers. MiHoYo's "Honkai: Interstellar Railway" has opened the third test. The exciting "Torchlight: Infinite" is expected to be launched this year.
Good for individual stocks
Driven by AIGC's empowerment and the launch of new games, the game sector may continue to usher in the "Davis double-click" of performance valuations. Bit, Perfect International, Chuangmeng Liuhe, the beneficiary targets include Shenzhou Taiyue, Giant Network, Yingying Network, Shengtian Network, Kunlun Wanwei, Baotong Technology, Dianhun Network, Tom Cat, 37 Interactive Entertainment, Shunwang Technology , Century Huatong, etc.
The progress of AI technology continues to exceed expectations, and there are many innovative gameplays on the application side. In the stage of rapid career development, we should closely follow the "AI+" gameplay at home and abroad to grasp the direction of career development, which will help us discover the next new idea and new explosion. category. Mapped to domestic investment targets, it is recommended to pay attention to manufacturers with large-scale models or the ability to access large-scale models, actively try to deploy AI, and have top-notch game products. We recommend Kunlun Wanwei, Yingying Network, Sanqi Interactive Entertainment, Gigabit, Ming Chen Health, Chuangmeng Liuhe, Perfect International, etc., advocates paying attention to Shengtian Network, Tom Cat, Chinese Online, etc.