Virtual human / XR / NFT and other meta cosmic elements are further popularized in the Spring Festival series activities, and pay attention to the progress of realization
Following the New Year party, immersive technologies such as virtual human and XR continue to be widely used in the 2022 Spring Festival Gala. For example, on January 31, China Central Television Spring Festival Gala “Sanxingdui cultural relics on-site release ceremony”, “ice and snow shining China year” and other programs comprehensively used XR technologies such as holographic scanning, real-time rendering and 8K naked eye 3D presentation; At the Spring Festival Gala of Anhui Satellite TV on January 30, Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) and the virtual human “xiao’an” jointly created by Anhui Radio and television became the host; At the Beijing Satellite TV Spring Festival Gala on February 1, Bluefocus Intelligent Communications Group Co.Ltd(300058) created a virtual person “Su Xiaomei” and young singer Liu Yu jointly performed the song and dance “starry River into a dream”. In addition, according to the report of China Securities News on February 5, during the Spring Festival, Bank Of Nanjing Co.Ltd(601009) released the New Year video of digital employee “Jingjing”. Aiya (aiya), the AI virtual brand officer of Baixin bank, dressed in cheongsam, sent red envelopes, sent blessings and made promotional films for the year of the tiger; Many financial institutions have also launched NFT digital collections with the theme of Spring Festival, such as Bank Of Beijing Co.Ltd(601169) launching the “Jingxi Xiaojing” digital collection based on the image of “Beijing”, and Taikang online released the NFT digital collection “Fuhu Kaitai” based on its own iptker. At the opening ceremony of the Beijing Winter Olympics on February 4, immersive light and shadow technologies such as naked eye 3D and AI real-time interactive rendering were also widely used. Digital technology was combined with Chinese traditional culture to create an “ethereal and romantic” opening ceremony. We believe that the meta cosmic elements such as virtual human, XR and NFT have been further popularized to the public in the Spring Festival series activities, which also verifies once again that the technical threshold at the supply end of virtual human has been overcome, the commercialization conditions have been met, and the subsequent realization space may depend more on the b-end advertising revenue and C-end e-commerce and derivatives revenue brought by content creativity and IP operation. We continue to propose to actively layout the virtual human and NFT track with rapid commercialization in the metauniverse. Considering the coming of the financial reporting season, we need to comprehensively consider the performance growth and the market’s expectation of performance, choose the one with high safety margin of valuation and high probability of performance exceeding expectations, and have advantages in IP building and operation The targets of yuanuniverse’s related businesses that promote more actively and are expected to achieve performance faster are mainly recommended Shanghai Yaoji Technology Co.Ltd(002605) , Mango Excellent Media Co.Ltd(300413) , and the beneficiary targets include Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Beijing Quanshi World Online Network Information Co.Ltd(002995) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Visual China Group Co.Ltd(000681) , Zhejiang Daily Digital Culture Group Co.Ltd(600633) .
The hot sales of products around the Beijing Winter Olympic Games may bring performance flexibility to the targets related to the Winter Olympic Games industrial chain
According to Baidu hot search · big data of Beijing Winter Olympic Games, the search heat of Beijing Winter Olympic Games is 1372% and 558% higher than that of Sochi Winter Olympic Games in 2014 and Pingchang Winter Olympic Games in 2018, 68% higher than that of Tokyo Olympic Games postponed in 2021, and higher than that of previous summer Olympic Games after Beijing Olympic Games in 2008. The industrial chain of the Winter Olympic Games includes the construction of venues before the competition, the media communication during the competition, the consumption of watching the competition online and offline, as well as the advertising sponsorship and derivative sales before and after the competition. Tiktok Bing dwen dwen Bing dwen dwen continued to hit micro-blog, Baidu and Joule on February 4th after the opening of the Beijing Winter Olympic Games. The surrounding products also continued to sell well. As at 16 o’clock in February 6th, Tmall Olympic official flagship store showed that the products such as ice pier pier, keychain and other products were not available, and they needed to open the pre-sale. Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) Shuey Rhon Rhon Bing dwen dwen Bing dwen dwen, Beijing, as a supplier of ice and pier toys and hand held products, and its sales of ice pier pier derivatives are selling well or giving them performance flexibility. Kwai Fu, as the official relay of Beijing Winter Olympic Games, will broadcast all the wonderful events of the Winter Olympic Games through the way of on-demand, and will continue to introduce the related homemade content of the champion air parade, commentary on the big coffee interpretation, and the short video collection of athletes. The Winter Olympics will bring about the rapid growth of DAU and user time. At present, it is suggested that the sales of derivatives and media transmission in the industrial chain of the Winter Olympic Games be actively allocated, and Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) and Kwai -W should be recommended as the main targets, including Cultural Investment Holdings Co.Ltd(600715) and Sumavision Technologies Co.Ltd(300079) .
Risk tip: the competition in the field of virtual human and NFT intensifies, and the heat of the Winter Olympic Games cools down.
