1. In 2021, the meta universe sandbox game platform roblox was listed, and Facebook was renamed “meta”. The concept of meta universe was highly sought after by the capital market and industry, which stimulated the market’s enthusiasm for the concept of meta universe.
2. In the current period, metauniverse is in its infancy. In terms of investment layout, we should pay attention to the realization of hardware infrastructure and key connecting equipment of metauniverse platform. In addition, we should pay attention to the layout of metauniverse development tools. In terms of application development, we should mainly focus on the realization of application functions of specific popular industries.
Infrastructure: Gigabit Network & 5g, cloud network integration and other digital information infrastructure to build a meta universe support network:
1) the continuous upgrading of optical network and the significant increase in the number of gigabit optical fiber households and Gigabit broadband users will greatly promote the replacement of optical cat, smart home terminal (box), WiFi 6 and other home terminals. The industrial beneficiaries include Hangzhou Anysoft Information Technology Co.Ltd(300571) , Sichuan Tianyi Comheart Telecom Co.Ltd(300504) , Shenzhen Gongjin Electronics Co.Ltd(603118) , Raisecom Technology Co.Ltd(603803) .
2) 5g independent networking accelerates the implementation of meta universe and applications, and the industrial benefit targets include Zte Corporation(000063) .
3) new computing facilities integrating cloud and network, realizing the organic integration of cloud computing resources and network facilities. The industrial beneficiaries include: data communication equipment: Unisplendour Corporation Limited(000938) , Ruijie network, etc; Data center optical module: Eoptolink Technology Inc.Ltd(300502) , Zhongji Innolight Co.Ltd(300308) , Suzhou Tfc Optical Communication Co.Ltd(300394) , Accelink Technologies Co.Ltd(002281) etc; Data Center & edge computing: Beijing Sinnet Technology Co.Ltd(300383) , Guangdong Aofei Data Technology Co.Ltd(300738) , Wangsu Science & Technology Co.Ltd(300017) , Capitalonline Date Service Co.Ltd(300846) , Qingcloud Technologies Corp(688316) , Black Peony (Group) Co.Ltd(600510) etc.
3. The breakthrough of underlying technology promotes the continuous landing of meta universe landing scenes. AR / VR, AI and other underlying technologies are the key to the initial development of meta universe. The industrial benefit targets include Goethe acoustics, Skyworth Digital Co.Ltd(000810) , etc
4. At present, the initial application scenarios of the metauniverse are concentrated in the fields of games, social networking and consumption, and the game media and other sectors deserve attention.
5. Viewpoint of communication sector
1) in 2022, we will pay close attention to the main context of digital economy, take data flow as the clue, and explore new technological innovation opportunities such as intelligent sensing, silicon optical transmission and storage to cloud native driven by new applications such as metauniverse, industrial Internet and intelligent driving.
From the bottom level, we continue to focus on high growth sectors such as it main equipment ( Unisplendour Corporation Limited(000938) , Zte Corporation(000063) ), network security, communication + new energy ( Longshine Technology Group Co.Ltd(300682) ), Internet of vehicles applications, military communications and satellite Internet ( Guangzhou Haige Communications Group Incorporated Company(002465) , Shenzhen H&T Intelligent Control Co.Ltd(002402) ), Internet of things ( Fibocom Wireless Inc(300638) ), as well as emerging tracks related to cloud ecology and derived from the improvement of the foundation, Including IDC ( Beijing Sinnet Technology Co.Ltd(300383) , Guangdong Aofei Data Technology Co.Ltd(300738) , Black Peony (Group) Co.Ltd(600510) ; relevant beneficial targets Capitalonline Date Service Co.Ltd(300846) ), edge computing and cloud native (relevant beneficial targets Qingcloud Technologies Corp(688316) ), metauniverse, etc. ( Hangzhou Anysoft Information Technology Co.Ltd(300571) ).
2) recommend undervalued stocks this week: Unisplendour Corporation Limited(000938) , Willfar Information Technology Co.Ltd(688100) , Black Peony (Group) Co.Ltd(600510) (acquisition of Aite energy layout thermal energy management business), Tcl Technology Group Corporation(000100) , Tianjin 712 Communication & Broadcasting Co.Ltd(603712) , Beijing Sinnet Technology Co.Ltd(300383) , Goldcard Smart Group Co.Ltd(300349) , Aisino Corporation(600271) , Hangzhou Anysoft Information Technology Co.Ltd(300571) , Zte Corporation(000063) and other companies.
6. Risk warning
AI, edge computing, AR, VR and other technologies are upgraded slowly, industrial competition is too fierce, the popularization cost of new technologies is high, the effectiveness is slow, and the marginal effect stimulated by policies and industrial events is weakened.
