Unique Research · Insight / half-year · July 17, 2023 · Full rewrite covering flash stats, global/China news, industry overview, secondary/primary — not a stub
H1 flash: Global AIGC financing ¥106.656B / 78 deals; B+ (incl. strategic) = 97.17% of amount. Largest: OpenAI ~$10.3B (~¥74.5B) B/B+. China: ¥6.239B / 56 deals; top MiniMax $250M (~¥1.796B); China avg ¥118M.
01.1 Global news
- OpenAI model marketplace (The Information Jun 21) — App Store–like for customized models/software; may compete with Salesforce/Microsoft customer channels.
- ChatGPT growth cools — Nov 2022→Mar 2023 visits 0→>1.5B; May→Jun traffic ~−10%; OpenAI developer site +3.1%; May plugins/browsing no explosive lift.
- Chatbot Arena (>27k battles): GPT-4 #1; Anthropic Claude #2/#3; Vicuna-13B (LLaMA fine-tune, multi-uni Mar release) #5—hope for open challengers.
- Meta MusicGen — public text→~12s audio + melody reference; trained 20k hrs (10k licensed + 390k Shutterstock/Pond5 instrumentals).
- DeepMind AlphaDev — RL agent discovering faster sorting vs decades of human benchmarks; algorithms enter C++ std libs (trillions of daily calls); hashing potential. RoboCat — self-improving robot “brain,” more general than classic robots.
- IBM × Adobe expanded — Sensei GenAI / Firefly landing; 21k IBM data/AI/experience consultants; new Adobe consulting stack for secure genAI in work/supply-chain/creative.
01.2 China news
- Meitu MiracleVision aesthetics-aware visual LM + WHEE, Kaipai, WinkStudio, Design Studio 2.0, DreamAvatar, RoboNeo.
- BAAI Conference 2023 “AI Spring Gala” — Hinton, LeCun, Sifakis, Yao, Holz, Altman et al.; Wudao 3.0 full open (Aquila bilingual commercial-license LM; FlagEval 3D eval; EVA-CLIP; Emu multimodal I/O).
- iFLYTEK Spark V1.5 (Jun 9) — open QA breakthrough; multi-turn + math; text/understanding/reasoning; learning/healthcare/industry/office landings.
- Huawei Cloud Pangu 3.0 — industry-facing NLP/multimodal/vision/prediction/scientific; gov/finance/manufacturing/mining verticals (Zhang Pingan).
- China Telecom TeleChat — code/speech drafts; goal “10B-class AI service provider.”
02 Industry overview
CAICT: 2022 China AI core industry value-add ¥508B (+18% YoY). China AIGC market only ¥7.4B in 2022 but surging; Gartner: AI-generated data <1% now → ~10% by 2025. Toubao: China AIGC → ¥267.4B by 2027 (2022–27 CAGR 105%). IDC: top AI penetration industries internet, finance, gov, telecom, manufacturing; healthcare fast penetration growth from low base; McKinsey: AI may create ¥380B value in transport. Next 3 yrs single-point tech: AR/VR, video analytics, KG, NLP (high-compute: video/ARVR/KG).
Thesis: AIGC-led AI revolution as core economic-transition driver—fourth industrial revolution markers via hardware+algorithm+app breakthroughs across media, games, film, retail finance CS/advisory, education, e-comm ads/search, livestream, smart city/healthcare. Data scale expanding; compute supply tight (IDC/Inspur: China intelligent compute 155.2 EFLOPS 2021 → 268.0 2022 → higher by 2026).
03 Transactions
H1 AI stocks strong (NVIDIA-led) then Jun HK AIGC pullback (Meitu −10%+, SenseTime −4%+, Baidu −1%+); A-share Wondershare/Cambridge Tech large shareholder sells. Wind: 24 “AIGC concept” names saw 67 reduction filings YTD; Q1 ~half of 203 AI-listed cos YoY net-profit down. Primary tables (OpenAI, MiniMax, et al.) in CN charts—attach on ingest.
20 CN images; attach on ingest.
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