2023126_艾瑞咨询_2023年粤港澳大湾区文化产业投资趋势研究（58页）.pdf

2023 iResearch Inc.2023 2 2023.11 iResearch I 2022 10 16 2023 4 3 CONTENTS01 02 03 Investment Environment for Cultural Industry in the Greater Bay Area is ImprovingFocus on Investment Hotspots of Cultural Industry in the Greater Bay AreaGreater Bay Area Cultural Industry Investment Outlook4Investment Environment for Cultural Industry in the Greater Bay Area is Improving015 2023.11 iResearch I 2 2021 1.99 1.5 2021 2023 6 2023,9,963,4,980,4,995 2021 4.5%1,248 8%2021 2,764 248 1.4%12,067 1.4%21.3 56.7 12.3%1.99 6 2023.11 iResearch I 2021 9,396 6.7%7,692 81.9%35.6%58.2%50.0%75.0%2021 143.8 1.99 9396 6.7%1.7%18.8%2021 35.7%34.5%11.7%35.6%22.6%20.4%50.0%25.0%8.7%7 2023.11 iResearch I 160 2023 11 17 163 73 61 30 IT Wind 16 26 48 73 2 5 14 14 18 19 30 61 AIGC 3 5 6 14 51 84 8 2023.11 iResearch I 2023 11 17 4.9 4 91.6%4.7 IT Wind 125 1,840 2,686 3,706 9,089 31,559 83 509 758 829 1,927 6,612 9,644 28,643 AIGC 15 30 258 1,008 12,100 35,594 9 2023.11 iResearch I IT Wind 1 5 46 Pre-IPOPre-B Pre-A 8 9 15 8 6 2019 2020 2021 2022 2023 2023 10 Pre-IPO Pre-B Pre-A 1 5 46 Pre-IPO Pre-B 6 IPO 46 Pre-A Pre-A 32 Pre 5 5 36 7 2 1 Pre-A 10 2023.11 iResearch I+VR/AR AIGC“”AI AI AI 27 IP 247 5 200 2023 6 1 200 11 2023.11 iResearch I 2021“”2021 2.1 17%2115 4/5 6521 2100 600 1/3 1236 37.9 12.6%69000 12.18 2.1 4267 1.04 12 2023.11 iResearch I 9+2 9+2+13 2023.11 iResearch I(2021 2025)2023 7,000 2020-2024 14 2023.11 iResearch I 2022 4 12 29+2022 20 7.0%1400 77%2002 2189.8 15410.9 2021 11%2018 10.7%9.3%15%29 1300 166 2022 7 2030 4500 2022 Z/Yen 34 GFCI 34 H 30 2022 2023 IT15 2023.11 iResearch I 100+100 50 150+16Focus on Investment Hotspots of Cultural Industry in the Greater Bay Area02172.118 2023.11 iResearch I IT Wind 2019-2023 10 527 407.3 501-3000 74 3 366 128 2019-2023 2019-2023 89 249 129 74 0-500 501-3000 3001-10000 10000 407.3 527,366,128,33 19 2023.11 iResearch I Pre IT Wind E Pre-ABIPO 55 139 26.4%2019-2023 10 108 118 26 38 10 13 5 3 2 49 5 1 139 A A+B B+C C+D E Pre-A Pre-B Pre-IPO 20 2023.11 iResearch I AIGC IT Wind 83 AIGC 20 211 83 62 59 55 23 20 14/AIGC 2019-2023 21 2023.11 iResearch I IT Wind 2019-2023 10 20 8-10 2019-2023 20 10 9 9 8 8 8 8 8 8 7 7 7 IDG bilibili 22 2023.11 iResearch I AIGC AIGC AIGC AIGC&AIGC 23 AIGC2.224 2023.11 iResearch I AIGC AI AIGC AIGC AIGC AI-Generated Content AIGC AIGC 2023 AIGC 143 2022-2025 AIGC 2026-2029 AIGC 2030 AIGC 11441 AIGC 2023 AIGC 2022 2025 2026 2029 2030 AIGC AI AIGC AIGC AIGC AIGC AIGC AIGC 25 2023.11 iResearch I AIGC AIGC AIGC AIGC AIGC AIGC AIGC AIGC AIGC AIGC+AIGC+AIGC AIGC+AIGC+AIGC+AIGC+AIGC 26 2023.11 iResearch IAIGC AIGC AIGC AIGC AIGC AIGC AIGC AIGC AIGC AIGC AIGC AIGC B AIGC AIGC AIGC+AIGC+AIGC+AIGC+AIGC+AIGC 27 2023.11 iResearch IAIGC+AIGC AIGC AIGC AIGC AIGC AIGC AIGC AIGC 1 AIGC AIGC 50-70%2 AIGC AIGC 3 AIGC 4 AIGC 2023 AIGC AIGC AIGC AIGC 28 2023.11 iResearch IAIGC AIGC AIGC+AIGC TO C TO B AIGC AI AIGC AIGC+AIGCTO C TO C AIGC AIGC 1.AIGC 2.AIGC TO B TO B AIGC 1.AIGC 2.AIGC AI AI AI AIGC AI AI AIAIGC/AIGC AIGC AIGC AIGC AIGC AIGC AI AI AI AI AIGC AIGC A AIGC PDF AIGC AI AIGC AIGC SaaS+AIGC 29 2.330 2023.11 iResearch I AIGCAIGC AIGC AIGC AIGC AIGC AIGC UGC AIGC AIGC NPC XR AIGC AIGC AI AIGC AI3D AIGC AIGC+3D+3D AI 3D 3D AIGC AIGC UGC UGCAI NPC AI 31 2023.11 iResearch I+IP 1 IP/AIGC 2 AR/VR/MR 3 1 1 4 32 2023.11 iResearch I+Z 33 2023.11 iResearch IAIGC+3D 3D XR(VR/AR/MR)XR/MR AI NLP 3D AI AI 27 34 2023.11 iResearch IAIGC+3D AI IP+Art/IP B PGC/IP B PGC/C UGC 35 2.436 2023.11 iResearch I 2022 57.7%(VR/AR)2022 8+37 2023.11 iResearch I AR/VR 360 38 2023.11 iResearch I 8K 4K/8K TCL 4K-HDR AR/VR-39 2023.11 iResearch I 2022 6000 4K 2600 82%4K 4.2 010203 2 5 5 4K TCL 30000 6063.5 2000 2022 2023 2022 2022 40 2023.11 iResearch I 4K 4K 8K 85%2016 5G+4K HDR HDR 5G+4K/8K 5G 8K 3D VR 3D 4K/8K 4K IPTV OTT 8K+3D+AI VR 5G 5G 5G HDR SDR XR 440 XR 4K 41 2.542 2023.11 iResearch I 2035 5G AI XR 43 2023.11 iResearch I 52 CNNIC 2023 2023.6 23023.6 104,437 96.80%1.30%102,639 95.20%1.40%78,129 72.40%-0.30%76,539 71.00%2.00%72,583 67.30%6.10%54,974 51.00%5.40%52,825 49.00%7.30%32,081 29.70%0.80%2023 AI 2023-44 2023.11 iResearch I 2015 2023 6 10.8 2023 2 Z AR/VR 45 2023.11 iResearch I 2023.11 iResearch I IPO 2022 Top10 2022 2022 2022 2022 2021170 28.5%TOP100 10 2016 2023 32.7%2022 TOP10 30%18.2 30.8 53.1 72.3 82.8 95.9 116.0 154.5 180.1 173.5 2013 2014 2015 2016 2017 2018 2019 2020 2021 20222013-2022 19802016 2023()273 CAGR:32.7%26%24%74%76%TOP100 102022 2022 Top10(+)30%70%46 2023.11 iResearch I 2023.11 iResearch I 2022 70 54.8%3.6 7.5 9.2 9.3 10.5 21.4 47.8 75.8 2015 2016 2017 2018 2019 2020 2021 2022e2015-2022()MMORPG SLG 47 2023.11 iResearch I 2023Q2+BIGO 2023Q2 BIGO 4.71 86.1%16.0 BIGO Bigo LiveLikeeHAGO 3D 2023 Q2 5.473 4.71 5.473 BIGO 4.71 48Greater Bay Area Cultural Industry Investment Outlook0349 2023.11 iResearch I/19 500/170 50 2023.11 iResearch I 2015+2015 2016 2016 2016 2017 2018 2023+51 2023.11 iResearch I+52 2023.11 iResearch I AIGC 5G+VR/AR/53 2023.11 iResearch I 2019 2 2019 2 2035 54 2023.11 iResearch I(2020-2025)2021 1248 8%4.5%2022 2600 GDP 8%10(2020-2025):IP IP 55 2023.11 iResearch I AIGC AIGC 5G VR/AR VR/AR 56 2023.11 iResearch I AIGC VR AR AIGC VR/AR 3D 3D VR AR 57 LEGAL STATEMENTTHANKS