Source: Photo.com
On December 29, according to the Financial Associated Press, the investment market in 2023 can be described as magnificent, with various sectors emerging and becoming the focus of investors' attention.
After a year of fierce competition, the top ten hot sectors in 2023 were finally announced, and AIGC won the championship with an annual increase of 63.41%, with the largest annual increase of 90.12%. In 2023, AIGC's industry may be in a booming stage, and the market is full of expectations for its prospects, which also brings it rich returns.
In addition, the CPO sector also rose by more than 50% throughout the year, becoming the second largest track in the year. The other popular sectors are: computing power (46.43%), reducer (42.62%), unmanned driving (33.89%), data right confirmation (34.74%), advanced packaging (31.33%), Huawei concept (25.72%), culture media (22.12%), and MR (19.12%).
The number of patent applications and patent disclosures in the industry has increased as a whole, and the intensity of enterprise technology research and development is high
AIGC is a technology-intensive industry with high technical requirements. At present, the development of the new generation of AIGC-related disciplines, theoretical modeling, technological innovation, software and hardware upgrades, etc., the number of patent applications and patent disclosures in the mainland AIGC industry has increased as a whole, and the R&D intensity of listed companies in the industry is also relatively high. In general, the rapidly changing market environment has brought development opportunities for technological innovation and product research and development in the AIGC industry, and also put forward higher requirements for enterprises in the AIGC industry.
The market size will continue to expand
According to the estimation of the Prospective Industry Research Institute, the AIGC market size in mainland China is expected to reach 17 billion yuan in 2023, and 2023-2025 is the first stage of the growth of the market size of the AIGC industry in mainland China, with a growth rate of about 25%, and the market size will reach about 26 billion yuan in 2025. Starting from 2025, due to the improvement of the industry ecology (especially the completion of the opening of the underlying large model), the vigorous application layer will drive the rapid growth of the industry, with a compound annual growth rate of more than 70%. It is estimated that the scale of the AIGC industry in mainland China will exceed 60 billion yuan in 2027, and starting in 2028, the AIGC industry will extend the complete industrial chain, and continue to expand and deepen the commercialization scene to deeply transform the industry. From 2028 onwards, the scale of the AIGC industry in mainland China will continue to maintain rapid growth, and the market size will exceed one trillion yuan in 2030.
The research report of Southwest Securities pointed out that in the face of the slowdown of technological progress and the decline of total factor productivity, the breakthrough of this round of AIGC model is a new round of general technological innovation since the third industrial revolution, which is expected to liberate the labor force and realize the empowerment of thousands of industries.
Prospective Economist APP Information Group
For more research and analysis of this industry, please refer to the "Analysis Report on the Development Prospect Forecast and Investment Strategic Planning of China's AIGC Industry" by the Prospective Industry Research Institute.
At the same time, the Prospective Industry Research Institute also provides solutions such as industrial big data, industrial research reports, industrial planning, park planning, industrial investment, industrial mapping, smart investment promotion system, industry status certification, IPO consulting/fundraising feasibility study, IPO working paper consulting, etc. To quote the content of this article in any public information disclosure such as prospectus and annual report, formal authorization from Qianzhan Industry Research Institute is required.
More in-depth industry analysis is available in the [Prospective Economist APP], and you can also communicate and interact with 500+ economists/senior industry researchers.