AI在游戏领域的应用

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国泰海通|传媒:腾讯混元游戏发布,看好AI的游戏领域应用
国泰海通证券研究· 2025-05-22 13:10
Core Viewpoint - The launch of Tencent's Hunyuan Game visual generation platform marks a significant advancement in the application of AI within the gaming industry, potentially transforming production paradigms and promoting diversified development in the sector [1][2]. Summary by Sections Product Features - The Hunyuan Game platform enhances industrial-level content production efficiency by up to several dozen times. Key features include: 1. AI Art Pipeline: Integrates multiple AI tools to streamline the workflow from inspiration to concept sketches and standard character views [2]. 2. Real-time Canvas: Allows designers to quickly generate and adjust concept designs through hand-drawn sketches, enabling a "draw and see" approach [2]. 3. AI 2D Art Generation: Understands various gaming terms and concepts to accurately reproduce creative ideas [2]. 4. Professional Character Multi-view Generation: Can create standard three-view and 360° rotation videos from a single character artwork, reducing the time from 12 hours to between a few minutes and 30 minutes, achieving a 300% efficiency increase for art teams [2]. Model Overview - Hunyuan Game is positioned as the first industrial-grade content asset generation model in the AIGC series, comprising four major game image models and five visual models. The game image models include: 1. Game Raw Image Model Base 2. Special Effects Generation Model 3. Transparent Image Generation Model 4. Character Original Artwork Generation Model - The special effects generation model is the first in the industry to meet top game standards, covering 17 types of effects and five major styles [3]. - The five video models include: 1. Image-to-Video Base Model (I2V) 2. Character Multi-view Model 3. Character Dynamic Illustration Model 4. Game Video Super-resolution Model 5. Real-time Interactive Model, which enables the interactive generation of dynamic content for game production videos [3]. Investment Outlook - The continuous development of AI technology is expected to enhance efficiency in the gaming and content production industries, leading to a flourishing of content creation. The company maintains a "buy" rating for the cultural dissemination sector [3].