"Meta universe" is one of the hottest concepts this year, and the heat is still fermenting.
On December 10, baidu announced that it would release the first domestic meta universe product "xirang" on December 27. At that time, baidu create 2021 (Baidu AI Developer Conference) will be held in "xirang". This is China's first conference held in the meta universe, which can accommodate 100000 people to interact on the same screen at the same time.
Previously, on December 7, Microsoft co-founder Bill Gates published an article "reasons for optimization after a difficult year" in gatenotes, pointing out that telecommuting will only pull more people into the meta universe, and predicted that in the next two or three years, most virtual conferences will transfer from 2D image shooting mode to the meta universe, a 3D space with digital avatars.
Obviously, following the record breaking real estate transaction price in the meta universe virtual space, the application scenario of meta universe + remote office has ushered in new development ideas of practitioners, and some analysts believe that this is a scenario that can be implemented as soon as possible.
The yuan universe plate index has increased by more than 50% since its lowest of 867.03 at the end of September. on December 13, it closed at a record high of 1352.45, ushered in four consecutive rises, 75 of 78 concept stocks rose, and 10 stocks rose by the limit.
However, contrary to the hot concept assumption, some people have quietly reduced their holdings and cashed out when the stock price of concept stocks rose. Since October, at least 17 of the 85 stocks in the yuan universe sector have been reduced by shareholders and executives, with a total reduction of more than 1.2 billion yuan.
yuan universe concept stocks ushered in a wave of reduction and cash out
According to our reporter's incomplete statistics, since September, shareholders and executives of more than ten yuanyuzhou concept stocks, such as Svg Tech Group Co.Ltd(300331) (300331), Hengxin Shambala Culture Co.Ltd(300081) (300081), Shunya International Martech (Beijing) Co.Ltd(300612) (300612), Shenzhen Zqgame Co.Ltd(300052) (300052), Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) (300459), Shenzhen Esun Display Co.Ltd(002751) (002751), Avit.Ltd(300264) (300264), Wondershare Technology Group Co.Ltd(300624) (300624), have announced their holdings reduction.
From December 3 to December 9, Svg Tech Group Co.Ltd(300331) director Chen Linsen successively reduced the company's shares by 0.08% for five times through competitive trading, with the highest transaction price of 37.56 yuan. Coincidentally, on December 6, Hengxin Shambala Culture Co.Ltd(300081) (300081) announced that Wang Bing, chairman of the company, reduced 5.1 million shares of the company's shares through competitive trading from November 10 to November 18, with a reduction ratio of 0.96%.
Previously, on November 25, Shunya International Martech (Beijing) Co.Ltd(300612) disclosed that orange power, the shareholder of the company, had reduced 1436000 shares of the company from September 3 to November 24, accounting for 0.903% of the total share capital of the company.
Executives of Avit.Ltd(300264) once the leading stock of Yuan universe also reduced their holdings. The company disclosed on November 12 that Huang Min, the director of chief financial officer, reduced his holdings of 34000 shares of the company at the price of RMB 11.88 on November 11. From October 28 to November 11, Avit.Ltd(300264) shares rose 123%.
After rubbing against the hot spot of the yuan universe, Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) 's controlling shareholders have been reducing their holdings. From November 3 to November 4, Jinke holdings, the controlling shareholder of the company, and Zhu Zhigang, the actual controller, reduced a total of 34.99 million shares, with a cash set of about 150 million yuan. From November 10 to 13, Jinke holdings reduced its holdings of about 22.17 million shares and cashed out about 104 million yuan.
the yuan universe's real estate bubble?
Since the concept of meta universe came out, the most concerned topic may be the application scenario of meta universe. Whether the virtual social product "Rainbow universe" launched by Inmyshow Digital Technology (Group) Co.Ltd(600556) (600556) or other meta universe virtual trading platforms use virtual real estate projects to attract users or attract funds.
On October 28, the internal test of "honnverse rainbow universe" began. Users need to make an appointment in advance to rush to buy virtual real estate. On the idle fish second-hand trading platform, the current highest level SS Level rainbow universe real estate has been traded at the price of 18000 yuan, and there are not a few trading records of SS Level houses traded at 8000 yuan.
but compared with foreign virtual real estate transactions, this is just a "small Witch sees a big witch".
On November 30, the price of virtual land reached a new milestone. According to media reports, Republic real, a company that invests in and develops virtual real estate and other digital assets, purchased the real estate in the sandbox metaverse for a record US $4.3 million from Atari SA, a video game company, which is the largest yuan universe real estate sales disclosed so far.
Previously, on November 23, tokens com. Its metaverse Group acquired decentraland's fashiondistrict, setting a previous record at a price of 618000 mana (decentraland's cryptocurrency) of US $2.43 million, but the transaction price doubled in just a few days.
According to dappradar data, from November 22 to November 28, the total volume of virtual land transactions of the sandbox, decentraland, cryptovoxels and Somnium space reached more than 6000, with a total transaction volume of US $106 million.
On November 23, singer Lin Junjie also posted on social media that he bought three virtual lands on decentraland. The price of each land is 6000mana, about 30000 US dollars, totaling about 780000 yuan.
the concept of "real estate can't be fried" seems to get a new interpretation in the meta universe.
The so-called meta universe "real estate" is actually a part of the virtual space in the meta universe. After owning these virtual spaces or yuan universe real estate, you can build and decorate them, open shopping malls, display virtual collections as museums, and of course, rent them directly.
Grayscale, a crypto asset management company, previously said that meta universe virtual assets have an annual revenue opportunity of $1 trillion.
is the remote office application first launched?
However, the noise of the concept of meta universe is not entirely hype.
With the outbreak of the epidemic, new changes have taken place in office methods all over the world. Telecommuting has led to a major outbreak in the teleconference market. However, the lack of telepresence and immersion in teleconference may greatly reduce the participants' sense of experience, thus affecting the overall effect of the conference and even business innovation.
A report published by the meta Research Institute also pointed out that virtual meetings using avatars are closer to human communication in natural situations.
In fact, as early as 2020, the v2ec developer conference held by HTC took a different form of activity. The htcv2ec developer conference was held on the VR collaboration platform engage, and more than 1000 people participated in the conference using htcvive virtual reality helmets.
It is reported that the current technology can make the user's virtual image reflect the user's expression and action in real time.
He Lizhong, an analyst in the electronics industry of capital securities, believes that although there are a large number of players under the meta universe game, from the perspective of macro development, improving the game experience is not a top priority, and the video conference to improve productivity is the scene that needs the meta universe most at present.
Compared with the development of real estate in games and other virtual scenes, the application of metauniverse in teleconference is indeed more practical and specific. In addition to the aforementioned Baidu yuan universe product "Xi soil", foreign teleconference software also has more yuan universe applications.
Previously, meta reached a cooperation with Microsoft and launched a series of actions in the virtual office scene. As early as August 19 this year, meta officially released the remote office software horizon workrooms, which allows users to hold meetings in the VR environment. Through meta's oculus quest helmet experience, workrooms uses functions such as spatial audio and hand tracking to make people feel more truly everywhere in the real physical room.
On December 9 local time, meta announced that its VR world "Horizon worlds" was officially open to adult users over the age of 18 in the United States and Canada.
In November, Microsoft announced at the ignite conference that it would launch a new mesh for Microsoft teams software, integrating Microsoft's hybrid reality platform mesh into the video conference tool teams, allowing people from different geographical locations to participate in collaboration and share holographic experience, and realizing more functions such as joining virtual meetings, sending chats, collaborative processing and sharing documents, The platform is expected to go online by 2022.
According to the securities times, the penetration rate of telecommuting under the epidemic is still only 1%, and the office universe is still a blue ocean.
(21st Century Business Herald)
