Yuan universe put on the "hoop curse"!
Today, the yuan universe industry self-discipline convention (to be adopted at the first plenary session of the first session) was officially released. The Convention proposes that the yuan universe business should base itself on serving the real economy and resolutely resist the use of the concept of the yuan universe hot spot for capital speculation so as to avoid the formation of a market bubble.
On Friday, the CBRC also issued a notice on preventing the risk of illegal fund-raising in the name of "meta universe", which is regarded by the industry as the first regulatory instruction of meta universe in China.
Affected by the above news, today's intraday, Yuan universe related stocks fell, as of press release, A shares fell 6.64%, Shandong precision fell over 4%, Hong Kong stock company heart, fast hand fell more than 9%, beep fell over 7%, Tencent holdings fell 5%, Alibaba, Kwai Chok technology, dream world fell more than 4%.
metacosmic industry self discipline Convention:
resolutely resist the use of metauniverse for capital speculation
In February 21st, the official website of China Mobile communications union yuan universe industry committee released the "Convention on the discipline of the yuan universe industry (the first session of the plenary session)". It proposed that the yuan universe business should be based on the service of the real economy, and resolutely resist the use of Yuan Yuzhou's hot spot concept for capital speculation, so as to avoid the formation of a market bubble.
The Convention points out that since 2021, China's meta cosmic era has accelerated, technological innovation and industrial application have set sail in an all-round way, leading the transformation and upgrading of the digital economy. But at the same time, some chaos also appeared, which had a serious negative impact on the development of the meta universe.
The Convention specifically proposes to resist capital speculation and guide reasonable expectations. The most important application scenario of the yuan universe is the industrial scene. Business should be based on the service of the real economy, push forward the industrialization of the yuan universe and the development of industrial meta cosmalization, explain the development prospects of the yuan universe reasonably, guide the public to form rational expectations, and resolutely resist the use of the concept of the yuan universe to conduct capital speculation and avoid the formation of market bubbles.
In addition, the Convention also proposes to strengthen the subject responsibility and stay away from the illegal mode. Resist illegal financial activities such as fabricating false yuan universe investment projects and issuing yuan universe virtual coins, stay away from new scams under the banner of Yuan universe games, be alert to the risk of speculation on new targets such as virtual real estate, and avoid the dissemination of bad information in Yuan universe projects. The above-mentioned acts may involve illegal and criminal activities such as fraud, MLM, illegal fund-raising, illegal issuance of securities and illegal sale of token tickets. Once found, it is necessary to send an early warning to relevant departments in time.
CBRC: beware of four "meta universe" risks
stricter supervision of virtual assets
On February 18, the China Banking and Insurance Regulatory Commission issued a notice on preventing the risk of illegal fund-raising in the name of "yuancosmos", which is also the first regulatory instruction of yuancosmos in China.
The announcement said that recently, some criminals rubbed hot spots to absorb funds under the names of "yuanuniverse investment project" and "yuanuniverse chain Tour", and were suspected of illegal fund-raising, fraud and other illegal and criminal activities. The relevant methods and risks include:
I. fabricate false yuanuniverse investment projects. Some lawless elements stir up the concepts of game production, artificial intelligence and virtual reality related to the meta universe, fabricate high-tech investment projects with a large number of packaging names, publicly and falsely publicize high returns, take the opportunity to absorb public funds, and have the characteristics of illegal fund-raising, fraud and other illegal acts.
II. Fraud under the banner of meta universe blockchain game. Some criminals bind the concept of "meta universe" and claim that "making money while playing games" and "short investment cycle and high income", luring participants to invest by exchanging virtual currency and buying game equipment. This kind of game has strong confusion, and there are risks such as running with money.
III. maliciously hype yuancosmic real estate for money. Some criminals use the concept of meta universe hot spots to exaggerate the expectation of rising prices of virtual real estate, artificially create the illusion of rush buying and lure them into the market to hoard trading. We must be vigilant against the risk of such speculation.
IV. engaging in illegal profit making of Yuan universe virtual currency in a disguised form. Some criminals claim that the virtual currency issued is the "universal currency" in the future to induce the public to buy and invest. Such "virtual currency" is often the spontaneous air currency of criminals, which makes illegal profits mainly through behind the scenes means such as manipulating prices and setting cash withdrawal thresholds.
The CBRC said that the above activities, under the banner of "meta universe", are more attractive and deceptive, and participants are vulnerable to property losses. Please enhance the public's awareness of risk prevention and identification ability, beware of being deceived, and actively report to the local relevant departments if you find clues of suspected violations and crimes.
many companies have been involved in the "meta universe"
received the attention letter
It is worth noting that the meta universe concept, which has been popular since the second half of last year, has also declined in the A-share market recently. Since this year, the meta universe index has fallen by nearly 14%.
Previously, in the capital market, as long as relevant companies attached the label of yuancosmos, the stock price rose rapidly. Among them, yuancosmos concept stock Shenzhen Zqgame Co.Ltd(300052) rose by 252.70% last year, ranking first. Abnormal fluctuations in the share prices of several concept stocks have aroused great concern of the regulators. Therefore, many companies have frequently received regulatory letters asking to specify the correlation between their main business and the "meta universe", whether they can form a stable business model, and whether there is "hot spot" behavior.
On January 10, Shenzhen Stock Exchange issued a letter of concern to S.P.I Landscape Design Co.Ltd(300844) and expressed concern that S.P.I Landscape Design Co.Ltd(300844) signed the strategic cooperation agreement with Shenzhen fairy tale dad culture and Tourism Technology Co., Ltd. and Shenzhen Huafu Information Technology Co., Ltd., and all parties intend to carry out strategic cooperation in many fields (including but not limited to yuancosmos technology, yuancosmos theme park, etc.).
On January 17, Guoguang Electric Company Limited(002045) and Genimous Technology Co.Ltd(000676) both received a letter of concern and were asked to explain whether there was a hot spot of "yuanuniverse". Guoguang Electric Company Limited(002045) also announced recently that in order to promote the sustainable development of the company and continuously improve the layout of the company in the field of meta universe, the company plans to jointly invest and establish a joint venture with Genimous Technology Co.Ltd(000676) and zhidu Group Co., Ltd., focusing on promoting social game projects based on VR environment and digital art meta universe community projects. The registered capital of the joint venture is 20 million yuan, which is contributed in cash, Guoguang Electric Company Limited(002045) accounting for 10% of the registered capital of the joint venture.
On January 19, Saturday Co.Ltd(002291) disclosed the performance forecast, which said that the company was expected to lose 430 million yuan to 645 million yuan of net profit attributable to the parent company in 2021, the largest loss of Saturday Co.Ltd(002291) since its listing in 2009. The announcement that Saturday Co.Ltd(002291) plans to enter the asset light development mode and the news of the new layout of overweight yuan universe and digital virtual human are also disclosed together with the performance forecast. The next day, Saturday Co.Ltd(002291) also received a letter of concern from the Shenzhen Stock Exchange, and was sent five questions in a row. It was asked to explain the preparation progress of relevant projects and prove the specific situation such as "whether there is a hot spot".
On February 11, according to the data of the third-party business inquiry platform, the Chinese medicine Giant Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) , which has just been selected into the Fortune Global 500, is applying for the registration of the trademark of "Wang Laoji yuanuniverse", which is internationally classified as "32 beer beverage", and the submission time is January 30.
Zhang Zhigang, an analyst at Guorong securities, previously analyzed that as a cutting-edge social ecology, compared with commercial value, the government pays more attention to the new international division of labor system that may be spawned by the meta universe in the future, so as to avoid falling into a disadvantageous position in the future industrial competition. Therefore, how to balance development and supervision is a crucial thing. Zhang Zhigang believes that virtual reality industry integration and underlying support technology are the main policy support directions, and the supervision requirements of virtual assets are expected to be stricter.
Shanxi Securities Co.Ltd(002500) the research report said that in the short term, the concept of meta universe is still in the embryonic exploration period of hardware research, with great uncertainty. Superposition has been strongly sought after by funds before. At present, the valuation of some targets may have deviated from a reasonable level, so it is suggested to be vigilant against speculation risk.
Citic Securities Company Limited(600030) also said that at present, there is still a long development path from the ultimate metauniverse and there are many uncertainties, but the metauniverse is the digital survival of mankind in the future, which will have a far-reaching impact on society and bring great ultimate industrial opportunities. In the process of gradual development, we will continue to see the emergence and integration of single point innovation in all aspects, continue to approach the ultimate meta universe, and continue to bring investment opportunities. However, "at the current time point, it is difficult for us to give the short-term beneficial investment target of metauniverse".
