Summary of latest views 1 Meta open meta universe “Horizon world”, currently the most popular game application, December 9, 2021, Meta, the parent company of Facebook, announced its VR world “Horizon world” (horizon world) is officially open to people over the age of 18 in the United States and Canada. Users need to use oculusquest2 helmets to create their own 3D virtual avatars, and then enter a custom world. They can build and develop their own games, or explore the worlds and games created by other users. At present, users prefer games to applications, ranking the most popular The top three applications of welcome are pixel plummet, wand & broom, which takes a magic broom with a magic wand to explore the city, and Mark’s riverboat, which takes a river boat with friends to enjoy a relaxed journey. 2. Metauniverse investment is booming, and VR / AR market activity increases. Due to the outbreak of the concept of metauniverse, some VR / AR hardware and VR game manufacturers have attracted the attention of investors. Among the 188 game circle investment projects in 2021, 92% of the invested companies are R & D companies, and the remaining 8% of the businesses include cloud game services, production of VR hardware, virtual human business, etc. In the global market, 248 financing M & A cases occurred from January to September, including 90 investment and financing cases in China, a significant increase over the previous year.
From the perspective of industry configuration, the game industry still has good growth in the long run, It is recommended to pay attention to those with excellent R & D capabilities: Tencent Holdings (0700. HK), netease-s (9999. HK), Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) (002555. SZ), ZuLong Entertainment (9990. HK), and Xinxin company (2400. HK); China’s overseas social platform has a good development trend, increasing influence and leading role. It is recommended to pay attention to chizicheng Technology (9911. HK) and happy gathering (YY.O); in addition, the dividend policy has been continuously released to promote the high quality development of cross-border electricity providers. It is recommended that Alibaba -SW (9988.HK) and SHEIN (unlisted) be recommended. At present, some Chinese manufacturers have reached the international leading level in the short video area, and China Kwai Fu -W (1024.HK) should be concerned.
Risk tips: the risk of intensified market competition, the risk of policy and regulatory environment, the risk of work content review or review, public health risk, etc.
