Meta releases horizon worlds or re validates the first commercialization of metauniverse in open world games
After Facebook changed its name to meta, it announced on December 9 that its VR platform horizonworlds was officially open to users aged 18 and over in the United States and Canada. This is the first meta universe product released by meta and supports VR devices oculus quest2 and oculus PC. Many game maps have been built in horizon worlds for players to use. For example, the officially launched “arena crasha” is a laser gun battle map that supports up to 3v3; In addition, “Horizon worlds” also encourages UGC content creation. Users can produce original content through the built-in “Horizon creation tool”. Users can also work and socialize with other accounts based on virtual roles. From the perspective of the design of horizon worlds, we believe that it retains the basic framework prototype of open world games, and integrates VR devices and content on this basis to enhance immersion. It may represent the earliest landing form of meta universe products, and also verifies that open world games will be the earliest commercialized scene. In the Chinese market, head Internet companies and game developers such as Tencent, MIHA tour, byte beat, Netease, Perfect World Co.Ltd(002624) have successively launched or are developing representative works of open world games. According to sensor tower data, in November 2021, the MIHA tour open world game original God, which has been online for more than one year, ranked second in the global mobile game revenue list with a revenue of US $207 million, showing its still strong commercialization ability. The open world light science fiction RPG magic tower, developed by Perfect World Co.Ltd(002624) , will be officially launched on December 16. As of 14:00 on December 12, the number of bookings on the official website has exceeded 15.64 million, and the number of taptap bookings has reached 1.62 million. The score has climbed all the way to 6.8. Compared with 3.3 million taptap bookings and 6.6 in the week before the launch of original God, magic tower may have the potential to burst. We believe that based on the freedom and creativity of user participation, the virtual scene built by open world games can better realize the simulation of the real world, which is expected to become the entrance to the meta universe, greatly improve the user scale and duration of the game, and also derive business models other than advertising, offline cash and other users’ internal purchase and payment, At the same time, due to its high R & D and operation threshold, it may further promote the concentration of the game industry; At present, driven by the expected rise in the release of version numbers and the valuation and performance brought by the continuous launch of new games, the game sector still has a high cost performance. Yuanuniverse is expected to continue to be the catalyst for the improvement of valuation. It is recommended to continue to strengthen the allocation, focusing on Perfect World Co.Ltd(002624) , Xinxin company, Shanghai Yaoji Technology Co.Ltd(002605) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) and chuangmengtiandi. The beneficiaries include Tencent holdings, netease-s Roblox、Unity Software、Meta Platforms、 Visual China Group Co.Ltd(000681) 、 Wuxi Boton Technology Co.Ltd(300031) 、 Kunlun Tech Co.Ltd(300418) 、 Inmyshow Digital Technology (Group) Co.Ltd(600556) 。
The local Chinese new year has been advocated again, superimposed supply and release, and prospectively grasp the investment opportunities of the spring festival film sector
In view of the recent sporadic and repeated covid-19 epidemic, many places such as Shanghai, Zhangjiakou, Hebei and Zhongshan, Guangdong recently issued notices advocating “local new year” or not to leave the place during the double festival. We judge that during the Spring Festival in 2022, the local Chinese New Year may become the mainstream again, the reduction of personnel mobility may lead to the increase of local entertainment demand, and film viewing may become an important form of local entertainment during holidays. According to the statistics of cat’s eye professional edition, as of December, 13 films such as “super family”, “miracle” and “Four Seas” have been fixed for the Spring Festival in 2022, or are expected to challenge the box office record of RMB 7.822 billion in the same period set in the Spring Festival in 2021, which is worthy of attention for the pull on the performance of film producers, distributors and cinema companies. We suggest a forward-looking layout of the film sector, benefiting from Wanda Film Holding Co.Ltd(002739) , Beijing Enlight Media Co.Ltd(300251) , cat’s eye entertainment, China Film Co.Ltd(600977) , Shanghai Film Co.Ltd(601595) , Huayi Brothers Media Corporation(300027) , etc.
Risk tip: the time of restarting and Issuing the game version number is uncertain; The film was postponed or cancelled.
