Industry Overview - The first national standard for virtual digital humans in China, titled "Information Technology - General Technical Requirements for Customer Service Virtual Digital Humans," has been officially released, filling a gap in industry technical specifications [1] - This standard provides unified technical requirements and evaluation standards for the research, production, and application of customer service virtual digital humans, establishing a comprehensive technical specification system [1] - The standard outlines a reference framework for customer service virtual digital human systems, covering modules such as image generation, visual interaction, voice interaction, emotional interaction, image-driven operations, and maintenance [1] Market Potential - Customer service virtual digital humans are one of the most important application areas of digital human technology, currently widely used in finance, government, education, and other sectors [1] - The virtual digital human industry is transitioning from a technology exploration phase to a stage of large-scale application, with the core market size in China expected to reach 48.06 billion yuan by 2025, driving the overall industry market size to exceed 640 billion yuan [1] - With advancements in AI large model technology, digital humans are expected to evolve from "similar in appearance" to "similar in essence," with application scenarios penetrating various industries, becoming key tools for cost reduction and digital transformation [1] Company Insights - Relevant A-share concept stocks include companies such as Jiachuang Vision and Lingyun Optics [2]

Core Insights - The first national standard for virtual digital humans in China, titled "General Technical Requirements for Information Technology Customer Service Virtual Digital Humans," has been officially released, filling a gap in industry technical specifications and providing unified technical requirements and evaluation standards for the research, production, and application of customer service virtual digital humans [1][2]. Group 1: Technical Specifications - The standard establishes a comprehensive technical specification system for customer service virtual digital humans, outlining a reference framework that includes modules for image generation, visual interaction, voice interaction, emotional interaction, image driving, and operational maintenance [1][3]. - In terms of image generation, the standard mandates that 2D digital human images must ensure clear and complete facial details, while 3D hyper-realistic digital human models must have a polygon count of no less than 200,000 [1]. - The standard requires that digital humans support multimodal interactions, including voice, gestures, and body movements, and possess operational maintenance capabilities such as keyword management and material updates to ensure continuous service optimization [1]. Group 2: Performance Metrics - The national standard specifies several core performance indicators, including a lip-sync accuracy rate of no less than 90%, an average success rate of 90% for gesture interactions, and an average success rate of 90% for body movement interactions, enabling more natural body language communication [2]. - It also sets a requirement for an emotional interaction success rate of no less than 80%, allowing digital human customer service to evolve from merely responding to actually empathizing with users [2]. - To meet emotional interaction requirements, the standard mandates that digital humans must have capabilities for expression collection, posture recognition, and voice emotion analysis, enabling them to accurately assess user emotions such as joy, sadness, and anxiety [2]. Group 3: Industry Impact - The introduction of the national standard provides clear guidance for product research and optimization for domestic companies in the virtual digital human sector, injecting strong momentum into industry innovation and development [3]. - The standard is applicable for upgrading existing 2D and 3D digital human products and allows for the integration of new technologies such as artificial intelligence-generated content [3]. - A set of accompanying testing methods is being developed to provide a unified testing benchmark, helping companies quickly identify issues and optimize products [3].

Core Insights - The virtual digital human industry is experiencing significant growth due to advancements in generative AI, VR, and AR technologies, becoming a new engine for digital economic development [1][4] - Virtual digital humans play a crucial role in the digital transformation of traditional industries, offering both substitution and enhancement effects, which can lower labor costs and improve service efficiency [2][3] Group 1: Industry Applications - Virtual digital humans are being applied across various sectors including media, entertainment, finance, education, healthcare, agriculture, and government [1] - They can perform high-repetition tasks, thus reducing labor costs and enhancing work efficiency, particularly in industries requiring 24/7 interaction like live streaming and customer service [2][3] Group 2: Development Challenges - The virtual digital human industry faces challenges such as high production costs, poor interaction capabilities, and insufficient application scenarios, which hinder its integration into real economic needs [3] - Addressing these challenges requires a focus on commercial logic and understanding industry demands to ensure sustainable development [3] Group 3: Technological and Governance Innovations - The value of virtual digital humans is contingent upon technological breakthroughs and governance innovations, with a need for advancements in key technologies like intelligent sensors and graphics computing chips [4] - The industry requires a robust standard system, legal regulations, and government oversight to ensure ethical use and safety, alongside policy support for technology development and practical applications [4] Group 4: Market Potential - According to the China Internet Association, the core market for digital humans is expected to exceed 40 billion yuan by 2025, driving the overall industry market size to surpass 600 billion yuan [4]

Core Viewpoint - The virtual digital human industry is experiencing significant growth opportunities driven by advancements in generative artificial intelligence (AIGC), virtual reality (VR), and augmented reality (AR), becoming a new engine for digital economic development [1] Group 1: Applications and Benefits - Virtual digital humans play a crucial role in the digital transformation of traditional industries, providing "replacement effects" by completing repetitive and labor-intensive tasks, thus reducing labor costs and enhancing work efficiency [2] - They also offer "enhancement effects" by supporting personalized customization, allowing for tailored interactions based on industry needs and customer preferences, which innovates service models and improves customer satisfaction [2] - In sectors like agriculture, virtual digital humans can provide real-time guidance on scientific planting and pest control, enhancing service accessibility and operational efficiency in the real economy [2] Group 2: Industry Demand and Development - The development of virtual digital humans must align with industry demands to gain sustainable growth momentum, addressing challenges such as high production costs and insufficient application scenarios [3] - By focusing on commercial logic and deeply exploring industry needs, the virtual digital human sector can adapt to practical applications, thereby demonstrating its substantial empowerment for industrial development [3] - Industry demand can also provide funding support for the optimization and technological evolution of virtual digital humans, reducing marginal costs and increasing capital returns through widespread application [3] Group 3: Technological Breakthroughs and Governance Innovation - The integration of cutting-edge technologies like generative AI, 3D modeling, voice synthesis, motion capture, and natural language processing is revitalizing the virtual digital human industry [4] - According to the "China Digital Human Development Report (2024)," the core market size for digital humans in China is expected to exceed 40 billion yuan by 2025, with the overall industry market size surpassing 600 billion yuan [4] - Key technological bottlenecks still exist, necessitating improvements in the resilience of the industrial and supply chains, particularly in the development of hardware like intelligent sensors and graphics computing chips, as well as software for modeling and rendering [4] - Establishing a comprehensive industry standard system, including key technology standards and ethical usage norms, is essential for governance innovation in the virtual digital human sector [4] - Strengthening policy guidance and support for the virtual digital human industry, while encouraging the development and application of key technologies, will foster high-quality industrial growth [4]

Core Insights - The virtual digital human industry is undergoing a transformation, moving from a focus on superficial appeal to substantial empowerment in sectors like smart manufacturing and entertainment consumption, driven by AI advancements [1][4] - The initial hype around virtual digital humans has diminished due to high operational costs and low returns, leading to a reevaluation of their market potential [2][3] Industry Trends - The rise of virtual beauty influencer "Liu Yexi" in early 2021 sparked significant investment interest, but the reality of high production costs has led to a decline in the perceived value of virtual digital humans [2] - Reports indicate that in 2023, the gross merchandise volume (GMV) of virtual streamers is less than one-fifth that of real streamers, with a significant drop in user engagement [3] Technological Advancements - The industry is shifting from consumer-facing applications to business-oriented solutions, where virtual digital humans can enhance efficiency in customer service, live streaming, training, and medical guidance [4] - Advances in generative models are enabling virtual digital humans to possess more human-like qualities, such as emotional understanding and natural interaction capabilities [5] Market Potential - The market for virtual digital humans is projected to exceed 48 billion yuan by 2025, with related industries potentially surpassing 640 billion yuan [7] - Companies like Baidu and JD.com are investing heavily in virtual digital human technology, with Baidu reporting a 55% quarter-over-quarter revenue growth from digital humans [6] Regulatory and Ethical Considerations - The emergence of legal issues surrounding virtual digital humans, including copyright and data privacy concerns, is becoming increasingly prominent as the technology evolves [8][9] - Platforms are enhancing governance measures to mitigate risks associated with AI-generated content, including misleading consumer practices [9]

Core Viewpoint - The Beijing Internet Court ruled that the virtual digital human images possess originality and are protected as artistic works under copyright law, with the defendant ordered to pay 15,000 yuan in damages for unauthorized sales of virtual models [1][4]. Group 1: Case Details - The plaintiffs, including companies Ju and Yuan, jointly created virtual digital humans A and B, with A having over 4.4 million followers and recognized as a significant cultural event in 2022 [2][3]. - The defendant, Sun, sold unauthorized models of the virtual humans on a CG model website, infringing on the plaintiffs' rights [3][4]. - The court found substantial similarity between the defendant's models and the plaintiffs' works, confirming infringement of the information network dissemination rights [4]. Group 2: Legal Implications - The ruling emphasizes the rapid growth of the virtual digital human industry, predicting a core market size exceeding 40 billion yuan by 2025, with a total industry scale surpassing 600 billion yuan [5]. - The legal status of virtual digital humans is complex, involving multiple rights holders and requiring clarity on legal boundaries to support industry growth [5][6]. - The case serves as a significant reference for intellectual property protection in the virtual digital human sector, promoting healthy development in this emerging field [6].