Unique Research · Insight · May 29, 2024
01 · V4.0 release
Microsoft signed a $1.1B / 5-year cloud+AI deal with Coca-Cola to improve CX, efficiency, and growth discovery. LVMH expanded Alibaba Cloud GenAI cooperation for China omnichannel, data, and tech reach. In a stock era, brands chase GenAI/LLM “incremental” growth.
China’s AIGC app layer has blossomed — Big Tech (ERNIE, Tongyi) and startups (Kimi.ai, ACE Studio, Metaso Search, etc.). Unique Research published 2023 China AIGC Industry Map V3.0 last September; V4.0 collection opened April 15, 2024 with strong founder participation.
Biggest V4.0 change — application layer regrouped into four buckets:
- Enterprise apps — no personal trial; annual/service fees; verticals: finance, healthcare, marketing, gaming…
- Consumer apps — entertainment/personal; free or low monthly; music, fiction, companion…
- Productivity tools — personal trial; monthly/annual; text, image, video, multimodal…
- Embodied intelligence — humanoid robots for physical labor across production/R&D.
Map based on public info (V4.1 iteration dated June 4, 2024); completeness/taxonomy not guaranteed — feedback via WeChat official account or map lead. Full board image(s) attach on ingest (2 images).
02 · Featured companies
Jiaopian Tech (胶囊科技) — enterprise AIGC content-commerce SaaS; FusionX structured creative engine; full “edit–shoot–cut–post–manage” chain; claims up to 50× video throughput; AI-native apps: one-click film, script, deconstructor, product image, digital human.
Biyou Tech (必优) — Zhuhai, 2020; early AIGC content gen; ex-Kingsoft Office intelligent-doc (WPS AI / Modou) founding team; 11 years Office R&D; 3 AI incubations (1 acquired + 2 commercialized). Angel: Kingsoft Office (688111); 2023 Baidu Pre-A; Xidian “AI shared lab.”
Quanzhentong (全诊通) — Hangzhou, Jan 2016; clinical “Quanzhen AI” doctor assistant — triage, pre-consult, dictation, inpatient documentation AI. “AI + EMR” leading in user count: 9 provinces / 18 cities / 100+ districts; 15,000+ primary institutions; 100+ district health-authority analytics. CEO Dr. Xue Chong — Johns Hopkins postdoc, PUMC surgery PhD, ex-SAHZU surgeon.
Yuanchang Tech (元场) — Oct 2023; medical digitalization Agent aiming to cut hospital/regulator research/ops/clinical/admin cost toward ~10% prior (~¥10B+ market); path to AI new-medicine & personal health (¥100B / ¥1T-scale narratives). Scenes: hospital ops, insurance, research, quality, regional CDC.
AutoAgents.ai — Beijing Future-Style Intelligent, Jun 2023; “Lingda” Agent platform for last-mile LLM→scene; Multi-Agent Autonomous / Copilot / Autopilot; talent from DAMO, Tencent, ByteDance, AWS, Google. Mission: 10× knowledge workers globally.
Leyan Tech (乐言) — Apr 2016; AI SaaS + full-chain retail digitalization — omnichannel CS bots, smart CRM, ticket RPA, voice outbound, overseas e-commerce ops; covers consult → new-customer → repurchase. May 2023: own base + industry LLMs. 60,000+ customers; billions of end-buyer touches.
AIWaves (波形智能) — Hangzhou, Mar 2023; early LLM-for-internet; mission AGI for better life. Founder Jiang Yuchen (ETH Zurich PhD, LLM reasoning/landing); team ETH/CMU/Meta/Tencent/Alibaba. Own Agents framework + Weaver writing vertical LLM; InstructCTG, RecurrentGPT, personalized/long-context LLMs — long novels/scripts/Zhihu longform/deep reporting; controllable long-text moat.
TiMotion (钛镁) — Shanghai, 2017; AIGC enterprise marketing automation for SMEs to market like big brands. “Digital employees” = LLM + private knowledge + scene SOPs for automated persona’d social/e-commerce seeding and reputation; Automation Co-Pilot for human-like interaction.
FancyTech — AIGC content-marketing; private-data + big-data marketing SaaS. Entry: authorize e-comm shop → auto product videos (VO, music, captions) with feedback-driven quality; delivers finished non-standard video (not just a tool) → sticky.
Lanma Tech (澜码) — LLM AI Agent platform; Google/IBM/Tencent/ByteDance/Alibaba/Yitu alumni; early China LLM middle layer / Agent pioneer. Leads/participates CAICT Agent, financial AI, LLM appliance standards; AIIA / MaaS working-group member.
03 · Disclaimer & team
Unique Research is Unique Capital’s new-business research center — marketing, retail, experience, and digitization across consumer, local life, healthcare; analysts from research firms, PE, and tech media.