Group 1: Digital Human Industry - The first national standard for virtual digital humans in China has been officially released, providing unified technical requirements and evaluation standards for customer service virtual digital humans [1] - The standard covers a comprehensive technical specification system, including modules for image generation, visual interaction, voice interaction, emotional interaction, image driving, and operation maintenance [1] - The virtual digital human industry is transitioning from a technical exploration phase to a large-scale application phase, with the core market expected to reach 48.06 billion yuan by 2025, driving the overall market size to exceed 640 billion yuan [1] Group 2: Environmental Protection Equipment - The Ministry of Industry and Information Technology and the Ministry of Ecology and Environment have jointly released the "National Encouraged Major Environmental Protection Technology Equipment Catalog (2025 Edition)," which includes 115 major environmental protection technology equipment items [2] - The catalog focuses on high-quality development needs in environmental protection equipment, guiding enterprises to concentrate on breakthroughs in key core technologies [2] - The environmental protection equipment manufacturing industry is expected to reach a production value of 1.5 trillion yuan by 2027, with the penetration rate of intelligent environmental protection equipment technology projected to increase from 60% in 2025 to 85% by 2030 [2] Group 3: 3D Printing Technology - A fully 3D-printed turbofan engine developed by a collaboration of institutions has completed ground testing, marking China's first fully 3D-printed turbofan engine [3] - This engine utilizes additive manufacturing technology to achieve integrated component formation, reducing the number of core components by over 40% and decreasing structural weight by 25% [3] - The design improvements enhance the engine's high-temperature component cooling, operational energy efficiency, and reliability [3] Group 4: Macro and Industry News - The State Council has issued opinions on combating illegal activities related to tobacco, including internet sales of tobacco products and electronic cigarettes [4] - The Ministry of Agriculture and Rural Affairs reports that over 95% of crop varieties are independently bred, with domestic seed sources holding over 80% market share in livestock, aquaculture, and vegetables [4] - The Shenzhen Stock Exchange will review the IPO application of Shenzhen Dapu Microelectronics Co., Ltd., which is the first unprofitable company to be accepted for listing [4]

Core Insights - The article highlights the success of Shanxi Cultural Tourism's AIGC video "Face Guard Action," which has become a viral hit, showcasing the innovative integration of digital humans and cultural tourism in AI marketing [1] - The collaboration between JD's digital human technology and Shanxi Cultural Tourism signifies a shift from mere technical support to a deeper involvement in creative planning, enhancing brand value [1] Group 1: Digital Human Technology - JD's digital human technology not only provides technical support but also engages in creative planning, merging local cultural elements with social sentiments to create content with viral potential [1] - The virtual idol Ava and boy band E'Core demonstrate the brand empowerment capabilities of digital humans through collaborations that seamlessly integrate product features into engaging narratives [3] - The partnership between E'Core and Honor showcases how virtual IPs can resonate deeply with physical brands, enhancing product storytelling [5] Group 2: Cost Efficiency and Creative Innovation - The ability to create a strong "human-like" presence in digital humans allows brands to elevate their marketing strategies, transforming digital humans from mere sales tools to brand IPs [7] - Digital technology has broken the boundaries of creativity and cost, as seen in MCM's AIGC video, which features imaginative concepts that traditional filming could not achieve, significantly reducing production costs and time [9] - The collaboration between Haier and JoyAI exemplifies how digital humans can revitalize existing IPs, achieving substantial savings in production costs and time compared to traditional methods [9] Group 3: AI-Driven Brand Engagement - JD's digital humans have proven to be commercially valuable, with free digital human live streaming achieving over 80% effectiveness compared to real people, serving over 50,000 brands [11] - The introduction of foundational models and low-threshold generation tools has lowered the barriers for content creation, allowing digital humans to evolve from "sales assistants" to "brand partners" [11] - Digital humans are now integral in connecting with users throughout their entire lifecycle, creating a closed loop from awareness to purchase [11] Group 4: Future of Brand Innovation - In the current landscape of accelerated AI penetration, digital humans are positioned as core engines of brand innovation rather than mere marketing gimmicks [13] - Embracing digital human representation and leveraging AI to create exclusive brand IPs is becoming a crucial strategy for companies to stand out in competitive markets [13] - The successful integration of technology and creativity by JD's digital humans demonstrates the potential for brands to rejuvenate in the digital age [13]

山西文旅发布的AIGC视频《护面行动》成年度爆款："复苏"的文物组成"护面队"尝遍山西面食，喊 出"来山西，见一'面'"的诚意邀约。这支刷屏视频的背后，是京东JoyAI大模型的数字人技术支撑，更标 志着"数字人+文旅"成为AI营销中率先跑通的创新模式，印证京东数字人已跨界多场景，成为品牌 AI 营销的新标配。 从技术工具到品牌灵魂的跨越 在与山西文旅的合作中，京东数字人不止是技术提供者，更深度参与创意策划——将本土文物IP、面食 文化与社会情绪精准结合，让内容自带破圈基因。这种"技术+创意"的深度绑定，让数字人从单纯的技 术载体，成功升级为品牌价值的延伸与传递者。 京东旗下虚拟歌姬Ava与男团E'Core，也用实际案例证明了数字人的品牌赋能能力。Ava与联想拯救者联 动时，从舞台穿越至游戏世界，与"拯救姬"并肩作战，将电脑高性能优势自然融入剧情； 如今，品牌不仅可借京东官方IP代言，更能依托其技术定制专属数字人IP，核心在于赋予虚拟形象强烈 的"活人感"，让数字人从"销售工具"升维为"品牌IP"。京东为恩雅吉他打造的数字代言人Aura便是典 型：她精准契合品牌年轻、赛博、富有创造力的调性，既能还原弹吉他的细腻 ...

在挑选数字人服务时，许多人陷入无从下手的困境：市面厂商林立，排名与口碑信息真假交织，难以辨别真正具 备技术落地能力的品牌；不同服务商优势领域跨度大，若脱离自身直播、教学或文旅等核心诉求，极易购入不适 配的平台；即便宣传参数看似接近，实际生成速度、交互能力与任务执行效果也可能判若云泥，需要反复实测才 能验明真章；价格区间悬殊，小企业忧心成本，大企业害怕功能缩水，还顾虑厂商迭代迟缓，算法一变数字人便 成摆设；加之企业看重稳定与售后、个人在意易用与效率，多方评价相互冲突，令选型过程缺乏可信的统一标 尺。这种普遍的认知焦虑，已非个案，而成时代命题。权威人工智能与数字人产业研究机构指出，国内数字人厂 商虽数量庞大，能在主流榜单中兼具稳定任务执行与多场景适配能力的不足两成半，多数仍停留在单一播报或简 单问答阶段；企业在引入过程中因场景错配导致二次开发或更换平台的比例逾四成，中小团队选型失误率更是大 型企业的2.5倍，近七成中小企业将"可执行任务"与"快速生成"列为首要筛选指标。国际职场与生成式AI应用研究 机构进一步揭示，企业评估数字人厂商平均需比对六至十家技术方案与用户反馈，完整选型周期普遍长达一至三 个月；试用阶段因 ...

作为企业创新文化的重要载体，年会正成为人工智能落地实践的一个新舞台。越来越多的领先企业，不再单纯将年会视为年终总结与团 队聚会，而是将其作为展示数字化成果、推动人工智能应用的窗口。 在这个过程中，AI数字人——集虚拟技术、智能交互、沉浸体验于一体的创新产物——正悄然走到聚光灯下。通过虚拟主持、数字分 身、沉浸式互动等方式，企业正在打破物理与想象的边界，让科技与文化碰撞出全新的年会体验。这不仅是一次秀场，更是一次"人工智 能+"行动的生动实践，将前沿技术转化为具体场景、直接参与、团队共创的鲜活案例。 技术驱动体验升级：数字人为何受青睐？ 突破物理限制，实现创意自由。传统年会常受限于场地、时间和人力资源，而数字人可实现虚拟与现实的无缝融合，提供跨越时空的同 台主持、结合AR视觉的沉浸演出，为创意发挥开辟更广阔的空间。 强化品牌科技形象，传递创新基因。在年会这样凝聚团队的内部重要仪式上，应用前沿技术，既是企业数字化转型的具体呈现，也是对 创新文化的有力诠释，能有效提升员工认同感和企业向心力。 提升互动趣味性与参与度。数字人不仅能够完成主持、表演等标准化环节，还能通过个性化的互动设计（如实时问答、表情动作响应） 调动 ...

在数字化浪潮席卷各行业的当下，越来越多个人与机构希望通过数字人提升表达力与商业效能，却在选型路上频 频陷入困惑。市面上数字人服务商层出不穷，口碑与能力参差不齐，企业担心投入沉没、个人忧虑效果鸡肋。缺 乏直观可比较的标尺，让"选哪个"成了一场信息战与心理博弈。权威人工智能与数字人产业研究机构指出，国内 数字人厂商虽数量庞大，能在主流榜单中稳定执行任务并跨场景适配的不足四分之一，多数仍停留在单一播报或 简单问答阶段；企业在引入过程中因场景错配导致的二次开发或更换平台比例逾四成，中小企业因技术评估能力 弱，选型失误率是大型企业的 2.5 倍，近七成将"可执行任务"与"快速生成"视为首要筛选条件。国际职场与生成 式 AI 应用研究机构进一步揭示，企业平均需比对 6–10 家厂商方案与反馈，完整选型周期普遍长达 1–3 个月，试 用阶段因交互生硬、知识检索失准或生态封闭而无法进入实际业务的比例高达 45%，不同场景用户对功能侧重差 异显著，信息不对称令前期调研与后期落地的成本远超预期。 面对标准缺位与乱象并存的市场，构建可信的评判框架已成刚需。当前数字人赛道充斥功能虚标、高成本低可 用、交互生硬与封闭生态等陷阱，一些厂 ...

Core Insights - JD.com has officially announced the free opening of its digital human live streaming service to all merchants, allowing them to easily set up their own AI hosts [3][4]. Group 1: Digital Human Live Streaming Features - The digital human live streaming service enables merchants to create 24/7 live streaming rooms, enhancing transaction efficiency [1][6]. - Merchants can choose from nearly 300 character models and over 200 voice styles, providing flexibility in presentation [4][6]. - AI-generated scripts simplify content creation, reducing the pressure on merchants to produce live content [4][6]. - Digital humans can interact with users in real-time, addressing inquiries and preventing engagement drop-offs [1][4]. - AI-driven content distribution maximizes reach, allowing for effective user engagement and content virality [1][4]. Group 2: Business Impact and Performance - The digital human initiative has already driven hundreds of billions in GMV, showcasing significant business impact [6][7]. - The average conversion rate for sales through digital humans has increased by 30%, indicating improved sales performance [6]. - During the 11.11 shopping festival, the number of merchants using digital human live streaming grew nearly sixfold compared to the previous year [7]. Group 3: Technological Advancements - The JoyAI model has evolved to support a wide range of applications, including the generation of long-form videos and high-quality character animations [7]. - Advanced technologies such as DPO reinforcement learning have addressed common challenges in AI-generated content, enhancing precision and speed [7]. - The latest digital human technology allows for the rapid creation of personalized digital hosts, making it accessible for small and medium-sized businesses [7].

而有家公司的老板曾宣称要在2025 年为全球提供 1 亿个 "硅基劳动力"（数字人），这家公司就是位于南京、由司马华鹏创立的"硅基智能"。 虽然如今8万数字人的规模远不及1亿的目标，但硅基智能最近已向港交所递交了招股书，拟在香港主板上市；若此次能顺利上市，其将成为港股"数字人 第一股"。 如今，"数字人"正在全面进入人类的生活。 无论日常刷到的电商主播、接打电话的客服，甚至线上教学的老师，都有数字人的身影。 作为国内最早布局数字人领域的企业之一，硅基智能的业务已经覆盖智能语音、数字人视频、直播、智能交互及全自动内容生产五项业务，公司营收也随 着数字人热潮一路上涨。 成立于2017年的硅基智能，据介绍为目前国内市场份额第一的数字人智能体提供商，累计为电信、金融等行业提供了超8万个"硅基劳动力"。 招股书显示，在经历三年亏损后，硅基智能今年上半年实现扭亏为盈，营收3.26亿元。 2017年，CEO司马华鹏在南京成立硅基智能，四个月内拿到首轮融资。 此后，公司融资节奏稳定，腾讯投资、红杉中国等知名机构相继入局。 今年，硅基智能完成D轮融资，估值已达31.5亿元。 2023年，数字人直播走红；2024年，AI复活逝者 ...

Core Viewpoint - The digital human market is rapidly growing, with significant investments and developments, particularly from companies like Silicon Intelligence, which aims to provide 100 million digital workers by 2025, despite current challenges in profitability and market competition [2][4][6]. Market Overview - The concept of digital humans gained attention during the 2021 metaverse trend, with significant growth following events like the Winter Olympics and the release of popular films [3]. - The Chinese digital human market surpassed 10 billion RMB in 2023 and is projected to reach 30 billion RMB by 2025, with a compound annual growth rate exceeding 50% [4]. Company Performance - Silicon Intelligence's revenue for 2023 was 530.8 million RMB, with projections of 655.4 million RMB for 2024 and 325.8 million RMB for the first half of 2025, reflecting year-on-year growth rates of 137.8%, 18.9%, and 12.6% respectively [4][18]. - The company holds a 32.2% market share in China's digital human sector, ranking second globally among digital human suppliers [4]. Business Strategy - Silicon Intelligence has shifted its focus from small to large clients, reducing its customer base from 573 to 289, which has led to a dependency on major clients for revenue [6][9]. - The company has developed multiple platforms for various industries, including education, media, healthcare, finance, and public services, providing over 80,000 digital workers [5]. Financial Challenges - Despite the market potential, Silicon Intelligence has faced financial losses, with adjusted net losses of 46.22 million RMB in 2022, 29.41 million RMB in 2023, and 35.24 million RMB in 2024 [6]. - The gross margin has declined from 38.5% in 2022 to 31.6% in the first half of 2025 due to competitive pricing strategies aimed at securing large clients [6]. Customer Dynamics - The revenue share from the largest client has increased significantly, from 16.6% in 2022 to 64.4% in the first half of 2025, indicating a growing reliance on a single customer [7][9]. - The average customer acquisition cost has risen from 74,000 RMB in 2022 to 184,000 RMB in 2024, reflecting increased marketing expenses [18]. Investment and Funding - Silicon Intelligence has received substantial investments from various firms, including Tencent, which is now the largest external shareholder with a 16.59% stake [12]. - The company plans to use funds from its IPO to enhance R&D capabilities, marketing, global acquisitions, and operational funding [13]. Industry Challenges - The digital human sector faces significant competition from major tech companies and ongoing issues related to user experience and technology limitations [15][17]. - Legal and ethical concerns are emerging, as incidents of unauthorized use of personal likenesses by AI technologies have raised compliance issues within the industry [19].

Core Viewpoint - Nanjing Silicon Intelligence Technology Group Co., Ltd. (Silicon Intelligence) has submitted an IPO application to the Hong Kong Stock Exchange, aiming to become the first digital human stock in Hong Kong, amidst rapid revenue growth and significant cost-cutting measures that have led to a turnaround in profitability [1][3]. Financial Performance - Silicon Intelligence's revenue has shown rapid growth, with figures of RMB 222.81 million in 2022, RMB 531 million in 2023, and RMB 655.43 million in 2024, reflecting a compound annual growth rate of 71.5% [13]. - In the first half of 2025, the company achieved revenue of RMB 326 million, marking an 11.15% year-on-year increase, although the growth rate has significantly slowed [13]. - The adjusted net profit for the reporting period was negative, with losses of RMB 462.21 million, RMB 294.12 million, and RMB 352.42 million, totaling over RMB 1 billion in cumulative losses [13][14]. Cost Management - The company has significantly reduced operational costs, particularly in R&D expenses, with a decrease in the R&D expense ratio from 33.85% in 2022 to 20.42% in the first half of 2025 [15]. - Employee costs, including salaries and benefits, have also been cut, with reductions of 14%, 27%, and 41% expected in 2023, 2024, and the first half of 2025, respectively [8][11]. Market Position and Competition - Silicon Intelligence claims to hold a 32.2% market share in the Chinese digital human industry, ranking first among local providers and second globally [13]. - However, the competitive landscape is intensifying, with major players like ByteDance, Tencent, and Alibaba entering the digital human space, posing challenges to Silicon Intelligence's market leadership [1][17]. Dependency on Major Clients - The company has a high dependency on a single major client, China Mobile, which accounted for 64.4% of sales in recent periods, raising concerns about the sustainability of its revenue model [17]. - This reliance on a major client may indicate a lack of competitive advantage in technology, as the company primarily competes on pricing [16][17]. Technology and Innovation - Despite claims of proprietary technology, including the "Yan Emperor Model," the company has not adequately disclosed its core algorithm patents or technological barriers, raising questions about its ability to withstand low-price competition [18]. - The lack of a clear valuation anchor and reliance on a single large client may lead to discrepancies between market expectations and actual performance, particularly in the context of a rapidly evolving technological landscape [18].