VraR virtual reality: in terms of key data encouraged by the 14th five year plan for digital economy development, affected by the overall withdrawal of growth style in January, the upstream and midstream industry indexes of VraR fell by 16.38% and 16.81% respectively; The proportion of VR active users on steam platform was 2.14%, slightly increased by 0.21% compared with 1.93% last month, and returned to 2% for the first time since August. Based on this, it is estimated that the number of active VR players on the platform in January was about 2.568 million. In terms of industrial capital changes, the number of investment and financing related to VraR in China was small in January. Game AI solution superparameter technology completed the round B financing of US $100 million led by Sequoia Capital. In terms of events and policies, after Shanghai, the concept of meta universe has been written into the government work report in many places; The State Council issued the “14th five year plan” for the development of digital economy. In the part of building a new digital life of intelligent sharing, the plan proposed to strengthen the popularization and application of ultra-high definition TV, develop new formats such as interactive video, immersive video and cloud games, and deepen the integration of artificial intelligence, virtual reality, 8K ultra-high definition video and other technologies.
The central bank’s digital RMB: the issuance and circulation encryption end indexes have outperformed the gem for four consecutive months
In terms of key data, under the catalysis of the Winter Olympic Games, the tracking index of the central bank’s digital currency issuance and circulation encryption end fell by 5.22% and 7.83% respectively in January, outperforming the gem for four consecutive months; On January 4, 2022, the central bank’s internal beta digital RMB app, which we had previously exclusively tested and tracked, was officially launched in IOS and Android application mall. Compared with the internal beta version, the new version added Weizhong bank as a supporting bank and about 17 wallet apps; In terms of events and policies, the general office of the State Council issued the notice on printing and distributing the overall plan for the pilot of comprehensive reform of market-oriented allocation of factors, which clearly supports the pilot use of digital RMB in retail transactions, living expenses, government services and other scenarios.
The third generation of semiconductor inverter is used to maintain the strong demand of downstream electric vehicles
In terms of key data, the third generation semiconductor industry index fell 17.5% in January due to the correction of growth style; The downstream demand side is still strong. The sales volume of Byd Company Limited(002594) Han in January fell slightly and remained high. The wholesale sales volume of Tesla Motors in China exceeded 70000 units in December, a record high. In terms of changes in industrial capital, the investment and financing market was relatively flat in January. In terms of events and policies, Sanan Optoelectronics Co.Ltd(600703) silicon carbide diodes were mass produced and shipped, and passed the customer reliability verification; Tianyue advanced, the leader of semi insulating silicon carbide substrate manufacturing, successfully landed on the science and innovation board; The Ministry of industry and information technology and other four departments jointly issued the action plan for innovation and development of intelligent photovoltaic industry (2021-2025), which specifically pointed out the need to develop inverters based on wide band gap materials, power devices and chips.
The tracking and analysis of four-dimensional system is expected to be an explosive scientific and technological frontier
Industry observation is an important part of the industry comparative research launched by Hua’an strategy team. It aims to focus on the meso industry dimension, from the perspective of excess return, select industries with comparative advantages for continuous tracking and in-depth mining through top-down combing and research. As the core direction of industrial observation, science and technology frontier takes the future oriented and innovation driven as the main line. According to the recent investable value of the secondary market, it is divided into three categories: basic exploration (class I), gradual application (class II) and expected explosion (Class III). The investment value is low, medium and high in turn. For three different types of scientific and technological frontiers, we plan to establish different tracking and research systems and frameworks. For the “expected outbreak category”, we have established a four-dimensional tracking system of key data changes, industrial capital changes, inventory of hot events and evolution of relevant policies, trying to capture its investment value on the eve of its outbreak. As the sixth chapter of “expected explosion” in the frontier of science and technology, it first briefly introduces the four-dimensional tracking framework, and then promotes the four-dimensional tracking and research analysis in the three directions of VraR virtual reality, third-generation semiconductor and digital currency of the Central Bank of China.
Risk tips
The development of the industry is less than expected; Data change tracking is not timely; Adjustment of index sample target
