On December 6, the popular video website BiliBili (station B) announced that it officially launched the 8K video function, and the video website officially entered the era of 8K Ultra HD. according to the official introduction, station B is the first platform in China that supports up to upload 8K videos.
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.
cctv-8k UHD channel starts broadcasting in December
On February 1 this year, cctv-8k UHD channel was successfully experimentally broadcast, which is the first 8K TV UHD channel in China, 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. in order to realize the “science and technology Winter Olympics · 8K watching the Olympics”, according to the plan, CCTV will officially launch 8K UHD TV channel in December, and realize the whole process of 8K UHD standard operation from content production to editing and broadcasting.
Meanwhile, SD channel will also withdraw from the historical stage. 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.
Local TV stations are also eager to try to open 8K channel. At the beginning of this month, the Beijing Municipal Bureau of radio and television issued the opinions on promoting the high-quality development of radio and television and network audio-visual. The opinions proposed to promote 5g + 8K + interactive video, set up 8K experimental channel and promote the construction of “Winter Olympic ultra-high definition 8K digital broadcasting technology and system”. Guangzhou proposes that by 2022, the scale of ultra-high definition video and digital content industry in Guangzhou will exceed 400 billion yuan, and 5g + 4K / 8K ultra-high definition video will widely enter the scenes of daily life.
Policy support for 4 trillion track
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. the penetration rate of 4K UHD TV in China’s retail exceeds 70%, and 8K TV has become the flagship standard configuration of 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.
performance growth of over 60% concept stocks in the first three quarters
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.
According to the statistics of securities times · databao, there are more than 40 stocks in the ultra-high definition video sector of a shares. From the perspective of major companies, Sumavision Technologies Co.Ltd(300079) is a leader in ultra-high definition and video technology. The company’s new generation of ultra-high definition video high-tech product 5g + 8K backpack has been successfully applied to the first 8K Spring Festival Gala of China Central Television in 2020. In March this year, the company jointly released the “5g + 8K” multi slot frame synchronization solution with Huawei.
Avit.Ltd(300264) has deep technical reserves and content reserves in the end-to-end links such as UHD program shooting, production, transmission and broadcasting. The company plans to raise 142 million yuan to invest in UHD video and VR projects in August this year.
China Television Media Ltd(600088) is an important producer of CCTV programs and an important film and television shooting base. CTV North has obvious first mover advantages and technical advantages in the field of ultra-high definition video.
According to the statistics of data treasure, from the performance 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 of 8 stocks including Boe Technology Group Co.Ltd(000725) , Tcl Technology Group Corporation(000100) , Allwinnertech Technology Co.Ltd(300458) is expected to increase by more than 100% this year.
(data treasure)
