Core Viewpoint - The emergence of digital humans in live streaming, exemplified by the recent performance of "digital Luo Yonghao," showcases the potential to revitalize the struggling live commerce sector and highlights Baidu's ambition in the smart e-commerce landscape [3][4][8]. Group 1: Digital Human Performance - The digital human version of Luo Yonghao achieved over 55 million yuan in GMV within just 26 minutes, surpassing the sales of the real Luo Yonghao in a one-hour live stream [1][4]. - The live stream attracted over 13 million viewers, setting a new record for digital human live commerce [1][4]. Group 2: Industry Challenges - The live commerce industry faces rising costs for real human hosts, content homogenization, and challenges such as peak traffic and high marketing costs [4][6]. - Training a real human host requires significant time and financial investment, often necessitating a large support team, which contributes to high operational costs [4][10]. Group 3: Digital Human Technology - Baidu has been exploring digital human technology since 2022, launching the "Xiling" digital human live streaming platform and achieving a 740% increase in GMV during the Double 11 shopping festival [5][9]. - The digital human can perform actions and expressions that closely mimic real humans, enhancing viewer engagement and trust [5][8]. Group 4: Market Trends - The digital human market is projected to reach 48.06 billion yuan by 2025, with the overall industry scale expected to reach 640.27 billion yuan [7][8]. - The shift from human-driven to technology-driven live commerce marks a significant transition in the industry, potentially reshaping the competitive landscape [8][12]. Group 5: Baidu's Strategic Moves - Baidu's strategic partnerships and initiatives, such as the "Dream Butterfly" and "繁星" plans, aim to increase the number of digital human hosts and provide substantial support for their development [11][12]. - The company has developed a key technology for script generation, which is crucial for creating engaging digital human content [10][11].

Core Technology - The company has developed a lip-teeth linkage engine based on anatomical principles, achieving a 99.3% match in lip movements with real actors through real-time coordination of 68 subtle actions and bite states [3] - Dynamic lighting compensation adjusts lip highlights and teeth reflections based on environmental light analysis, ensuring visual consistency under varying lighting conditions [3] - A library of 12 standard tooth models allows for personalized adjustments, improving tooth restoration accuracy by 40% compared to the industry average [3] Full-Chain Intelligent Tools - The AI broadcasting generation technology enables users to clone a high-fidelity digital human image from a 3-5 minute real video, completing the entire process of script writing, voiceover, and editing in 60 seconds [5] - An intelligent editing system integrates AI hot spot analysis and multilingual intelligent subtitles, supporting automated short video production in over 100 languages, with a 300% increase in material production efficiency [5] - The digital human supports real-time voice response and micro-expression feedback, utilizing natural language processing for precise interaction across language scenarios [5] Global Ecological Layout - The system supports multi-platform operation including apps, mini-programs, and H5, with one-click switching between multiple languages to facilitate rapid global market expansion [7] - Users can infinitely clone digital human images and create sub-accounts for team collaboration, with flexible power recharge options to match business needs [7] - The company offers an open agent recruitment plan and a subscription-based cloud service, reducing customization costs to 40% of the industry average, with an annual payment model available [7] Industry Trends and Future Role - As digital human technology evolves from a "tool" to "infrastructure," the company is promoting technology accessibility through API technology and customized industry solutions [9] - Its privatized deployment capabilities and modular design meet the compliance needs of sectors like finance and government, while the integration of "digital human + AI large models" lays the groundwork for future innovations in multi-modal interaction and emotional computing [9] - With dual drivers of policy benefits and technological advancements, the company has established itself as a leading force in the digital human field, potentially accelerating the industry's shift from "high-cost regulation" to "industrial production" through its "infinite cloning + infinite computing power" business model [9] Conclusion - The company redefines the technical standards of digital human services through biological-level detail processing, full-chain intelligent tools, and a global ecological moat, lowering the entry barriers for enterprises [11] - In the era of deep integration between AI technology and business needs, the company is leading the digital human industry towards a new age of "detail accessibility" and "intelligent symbiosis" [11]