Event: 1) Ziqi, the first virtual employee created by the company in cooperation with foreign research online, has been officially released, jointly promoting the in-depth development of the layout of education meta-universe with the blessing of both cultural and scientific and technological strength. 2) the number of fans of the company's virtual human "Tianqi" has exceeded 5 million, the number of likes of Douyin has reached nearly 20 million, the number of topic views has exceeded 700 million, the number of fans on overseas TikTok accounts has exceeded 110000, and the total number of TikTok players has exceeded 1.2 million. From traffic accumulation to commercial landing, the value of IP is expected to increase.
Deep ploughing virtual human race track to explore new business growth space. From November 1 to 3, the company's holding subsidiary, Yuanjing Technology Virtual Human, CiCi was unveiled at the 15th CLE China Licensing Exhibition. With the business transformation, relying on the three core advantages of data, algorithm and scenario, the company launched the Meta-Surfing Yuanghuang SaaS platform, which successfully incubated many high-quality virtual human IP, such as Tianfu and Yan Zhichu, and the total number of fans of the virtual human IP matrix is nearly 10 million. The layout of the new virtual human track is expected to have a certain impact on the company's performance. According to the disclosure of the company, the future will be based on full-link technology capabilities, give full play to platform advantages, drive "low-cost, short-cycle, high-quality" virtual digital human and virtual content production, business growth is worth looking forward to.
IP and technology open up the path of commercialization, and the realization efficiency may be further improved. 1) the company actively explores new forms of digital transformation cooperation between virtual human and multi-industries, and continues to explore the new mode of "virtual human + live broadcast with goods", relying on the advantages of data flow in the fields of short video, live broadcast, content marketing and so on. Virtual human "Tianqi" completed the industry's first real-time interactive live broadcast of more than 4 million high-precision models. 2) in terms of business cooperation, the company actively explores multi-industry digital cooperation, realizing the transformation of virtual human to game experience officer, car driver and brand spokesman, deepening the value of IP, building rich products and brands capable of supply chain resources in the company's ecology, and opening up the back-end virtual human commercialization path.
Profit forecast and investment advice. It is estimated that the net profit from 2022 to 2024 will be 16 million yuan, 48 million yuan and 65 million yuan. The company's data traffic business is growing rapidly, the strategic layout of virtual human platform, broaden the back-end application scene, virtual human commercialization is expected to contribute to a certain performance increment, it is recommended to pay attention to.
Risk hint: the risk that the data flow business development is not as expected, the risk of industry policy change, and the market competition aggravates the risk.