Author: Chen Jiaxin

Author Chen Jiaxin

Edit Zheng Shaona

Editor's note: The capital market is treacherous. In the ups and downs of change, shocks and reshaping are intertwined, twists and turns go hand in hand, and after the baptism of tempering, a number of high-quality companies will emerge. The wind is now, the inflection point is coming, the time business school special launch "discover new quality good company" series of topics, nuggets future.

In 2024, "artificial intelligence (AI)" was first written into the government work report and became one of the key areas of concern in various industries.

since the AI wave was set off in GPT-4, AIGC (generative artificial intelligence) has become a strategic highland in the AI field, and the trend of the 100-model war has intensified.

many enterprises in a shares are actively laying out the AIGC field, and some enterprises are making every effort to transform the AIGC business. In order to understand the size and distribution of A- share AIGC-related companies, Time Business School has compiled a list of AIGC Index (Wind) constituents and their revenue, industry distribution, and regional distribution data for a glimpse of one or two.

Wind data shows that in the first three quarters of 2023, the average operating income of the 53 AIGC constituents was $3.7 billion and the median was $1.083 billion. Among them, there are three enterprises with revenue of more than 10 billion yuan, namely Digital China (000034.SZ), Tongfang shares (600100.SH) and iFLYTEK (002230.SZ). Digital China is driven by the distribution business of electronic products, with revenue as high as 84.155 billion yuan.

From the perspective of industry distribution, many software development companies are actively developing AIGC-related applications. According to Shen Wan's secondary industry, 12 of the 53 constituent stocks are from the software development industry, accounting for 22.64, representing enterprises such as HKUST Xunfei, 360 (601360.SH), Jinshan Office (688111.SH), etc. In addition, the number of constituent stocks in advertising and marketing (9), IT services (6), games (5) and digital media (5) industries is also large. For these industries, AIGC technology is more conducive to enhancing the original business of enterprises.

from the perspective of subdivided industries, the number of constituent stocks in the marketing agency industry is the largest, reaching 9, which may be related to the great help of AIGC technology application to the precision marketing business of such enterprises. representative enterprises include Zhejiang internet (600986.SH), three people (605168.SH) and world show (600556.SH); In addition, the number of constituent stocks in the horizontal general software (6), IT services (6), vertical application software (6), and gaming (5) industries is also 5 or more.

From the distribution of provinces, 16 of the 53 AIGC components are from Beijing, accounting for 30.19 percent, the number is significantly ahead, representing Jinshan Office, Kunlun Wanwei (300418.SZ), Palm Reading Technology (603533.SH) and so on.

This may be related to Beijing's earlier launch of the AIGC development policy. In May 2023, the General Office of the Beijing Municipal People's Government issued the ''Several Measures for Promoting the Innovation and Development of General Artificial Intelligence in Beijing, ''which mentioned the need to carry out research on large model innovation algorithms and key technologies, and strengthen large model training data collection and governance tools. Research and development, build an open service platform for large model evaluation, and build a basic software and hardware system for large models.

In addition to Beijing, the number of AIGC components in Guangdong (8), Zhejiang (6), Shanghai (3) and other provinces is also relatively large. Among them, Guangdong also has artificial intelligence development policies such as the "Guangdong Province New Generation Artificial Intelligence Development Plan" and the "Guangdong Province New Generation Artificial Intelligence Innovation and Development Action Plan (2022-2025)", which clarify the development goals and key areas of the artificial intelligence industry, Main tasks and safeguard measures.

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