Recently, station B (BiliBili) announced the launch of 8K video function, and the video website officially entered the era of 8K Ultra HD.
The resolution of 8K video is 7680 × 4320 pixels, with 33 million pixels, four times that of 4K video and 16 times that of mainstream HD video. Ultra high definition video is a new round of major technological innovation after video digitization and HD, which will drive profound changes in all links of the industrial chain such as video acquisition, production, transmission, presentation and application.
As early as February 1 this year, cctv-8k UHD channel was successfully experimentally broadcast, which is China’s first 8K TV UHD channel, marking the first time in the world to realize 8K UHD TV live broadcasting and 8K TV broadcasting under 5g network. In May, the construction of 8K UHD TV public service platform of China Central Radio and television started. According to the implementation plan of radio and television technology iteration (2020-2022) issued by the State Administration of radio and television, it will take about three years to accelerate the development of high-definition ultra-high-definition video and 5g high-tech video and gradually shut down standard definition channels through the implementation of radio and television technology iteration.
4 trillion scale track
supported by policy
In recent years, China’s UHD industry has developed rapidly. Last year, China Central Television completed a total of 4000 hours of UHD TV program production. The cumulative duration of 4K programs in Guangdong Province was nearly 30000 hours, and the actual number of users of HD and UHD cable TV in China exceeded 100 million. Meanwhile, the sales volume and proportion of 4K TV sets in China continued to grow. China’s retail 4K UHD TV penetration rate exceeds 70%, and 8K TV has become the flagship standard of various TV manufacturers. In the future, China’s 8K TV market penetration is expected to rise from less than 0.5% at present to 7% in 2025.
In terms of policy, the action plan for the development of UHD video industry (2019-2022) clearly states that by 2022, the overall scale of China’s UHD video industry will exceed 4 trillion yuan, the sales of 8K TV terminals will account for more than 5% of the total TV sales, the supply capacity of 4K channels will be greatly improved, and the production capacity of UHD programs will exceed 30000 hours / year, The 8K production and broadcasting experiment of event programs of Beijing Winter Olympic Games was carried out, and the number of ultra-high definition video users reached 200 million. In order to implement the action plan, six departments including the Ministry of industry and information technology also launched the “100 cities and 1000 screens” UHD video Landing promotion activity in October this year.
At this year’s “world ultra high definition video (4K / 8K) industry development conference”, the Ministry of industry and information technology pointed out that accelerating the development of ultra high definition video industry can directly drive the overall upgrading of industrial chains such as production and broadcasting equipment, terminal products, display panels and chips, and form a trillion level emerging industry cluster. The Ministry of industry and information technology requires that we should focus on grasping the strategic opportunity of major technology intergenerational evolution and build a world leading ultra-high definition video industry cluster.
over 60% concept stocks
the performance of the third quarterly report increased by
With the acceleration of large-scale commercialization of 5g, ultra-high definition video is becoming one of the first application scenarios of 5g, which will greatly improve the TV audio-visual experience. At the same time, UHD technology can be applied to many derivative industries to further stimulate relevant consumption potential. According to the statistics of China Electronic Information Industry Development Research Institute, in 2020, the total scale of China’s ultra-high definition video industry was nearly 1.8 trillion yuan. According to the prediction of China Commercial Industry Research Institute, China’s UHD video industry is expected to reach 2.45 trillion yuan in 2021.
Among the A shares, there are more than 40 stocks in the ultra-high definition video sector. From the perspective of major companies, Sumavision Technologies Co.Ltd(300079) a new generation of ultra-high definition video high-tech product 5g + 8K backpack has been successfully applied to the first CCTV 8K Spring Festival Gala in 2020. Avit.Ltd(300264) in August this year, it is planned to raise 142 million yuan to invest in ultra-high definition video and VR projects. China Television Media Ltd(600088) is an important producer of CCTV programs and an important base for film and television shooting.
From the results of the third quarterly report, the net profit of 28 of the more than 40 concept stocks increased year-on-year, accounting for more than 60%, of which the net profit of 10 stocks such as Boe Technology Group Co.Ltd(000725) , Shanghai Fullhan Microelectronics Co.Ltd(300613) , Hangzhou Prevail Optoelectronic Equipment Co.Ltd(300710) doubled. According to the unanimous prediction of institutions, the net profit growth of 8 stocks, including Boe Technology Group Co.Ltd(000725) , Tcl Technology Group Corporation(000100) , Allwinnertech Technology Co.Ltd(300458) , is expected to exceed 100% this year.
(Securities Times)
