Recently, some listed companies scrambled to announce their involvement in the meta universe industrial chain. The reporter of Securities Daily recently combed the relevant announcements and found that up to now, more than 70 listed companies have been listed in yuanuniverse concept stocks.
A number of private equity institutions told the Securities Daily that yuanuniverse is currently in its infancy, and the outbreak node of the whole market has not yet arrived. The meta universe concept plate of the A-share market still focuses on speculation, and some companies have no fundamental support, which is purely a "rub concept". From the perspective of investment, speculation is very strong at this stage, and there are not many investment opportunities. The future investment opportunities of yuanuniverse concept stocks are expected to appear in hardware and software. The hardware is mainly VR and AR, and the software is mainly "social + entertainment".
virtual high valuation of Yuan universe concept stocks
Since November, the meta universe concept sector in the A-share market has continued to rise, and related concept stocks have accumulated large gains. According to the data released by datayes, the meta universe concept plate increased by nearly 20% on average from November 1 to December 3. Among them, Col Digital Publishing Group Co.Ltd(300364) shares soared by nearly 99%, ranking first in the increase; Avit.Ltd(300264) rose 88.72%, followed by; Nine stocks such as Hengxin Shambala Culture Co.Ltd(300081) , Anhui Tatfook Technology Co.Ltd(300134) , Hanwei Electronics Group Corporation(300007) , Shenzhen Zqgame Co.Ltd(300052) also increased by more than 30%.
With the rise of stock price, the market's attention to Yuan universe concept stocks continues to heat up. Recently, Perfect World Co.Ltd(002624) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Alpha Group(002292) and other listed companies have announced or responded on the interactive platform that they have laid out the field of meta universe.
On December 4, Perfect World Co.Ltd(002624) said on the interactive platform that the company is optimistic about the future prospect of metauniverse, is actively exploring a variety of possibilities for the combination of existing advantages and future technologies in the field of metauniverse, and has integrated metauniverse related elements into the current game research and development, looking forward to bringing richer feelings and experiences to players.
At the end of November, Bluefocus Intelligent Communications Group Co.Ltd(300058) said on the interactive platform that the business directions of virtual human IP and technology, XR technology and virtual space related to metauniverse are the focus and full investment of the company in the future. The company can support more than 1 billion yuan to invest in yuanuniverse related tracks to comprehensively build the company's own IP, technology and content core capabilities. Bluefocus Intelligent Communications Group Co.Ltd(300058) also announced the establishment of blue universe Digital Technology Co., Ltd., a wholly-owned subsidiary, to focus on exploring the investment and operation business related to Yuan universe.
It is worth noting that some listed companies have received regulatory attention letters because they involve the concept of meta universe. The letter of concern requires the listed company to explain whether there are problems related to the concept of rubbing the hot spot of the yuan universe, hyping the stock price and the layout of the yuan universe.
"With the increasing attention of the market, capital is rapidly pouring into the field of metauniverse concept represented by games. Some Chinese game companies are struggling to 'save themselves' with the help of metauniverse concept under the background of record low market value and year-on-year decline in performance. At present, metauniverse concept stocks in A-share market are highly speculative, but there are not many investment opportunities." Liu Yan, chairman of anjue assets, told the Securities Daily that the real meta universe era is still far away from us. It needs to be based on the iteration of interactive equipment and higher computing power. It also needs the support of strong stability, sustainability and low-cost operation. It still has a long way to go from mature applications.
Liu Cunxin, assistant fund manager of private placement network, also said in an interview with the Securities Daily that it is undeniable that yuancosmos is gradually integrating into human society at all levels of life, society and work, which may become a general direction of future development. However, at present, metauniverse is still in the embryonic development stage, and most technologies still need a long time to precipitate and upgrade. At present, the market is still in the concept speculation stage, and the valuation of most metauniverse concept stocks has been falsely high. It is suggested that investors should maintain a cautious attitude towards metauniverse concept stocks.
yuan universe has three investment directions
From the perspective of private equity institutions, there are three main investment directions of yuanuniverse concept stocks: first, VR / AR and other hardware devices; Second, content creation and other software; Third, cloud computing, blockchain and other infrastructure.
Yang Ziyi, investment director of Zhongrui Heyin, told the Securities Daily that on the hardware side, VR and Ar are important entrances to the meta universe, which can create the necessary immersion of the meta universe. Since the beginning of this year, there has been a single brand investment opportunity in the field of VR hardware. The shipment of oculus quest2 produced by meta has been close to 10 million units. It is worth looking forward to that major consumer electronics leading companies are actively developing, hardware is accelerating the upgrading iteration, and apple, Sony and meta will probably release new products next year. Although ar cannot achieve the ultimate state in the short term, major manufacturers are trying from simple functions, and there are still investment opportunities in the next few years.
On the software side, mature "platform + creation engine" such as unity and roblox have emerged. Unity is the world's leading 3D content creation platform. At the same time, it also provides development tools for games, cars, movies, construction engineering and other fields. More than 50% of the world's electronic games are developed by the 3D engine provided by unity. Building a meta universe requires a lot of content, so the investment opportunities of the creation platform also deserve attention.
The underlying technologies at the infrastructure end include 5g, AI, cloud computing and blockchain, which will provide support in terms of data transmission quality, computing power, large-scale production of content and construction of economic system.
Yang Ziyi said that from the perspective of investment, it is easier for hardware and software to find investment opportunities directly related to the meta universe, mainly VR and AR based hardware and "social + entertainment" based software. However, any investment needs fundamental support. From the current point of view, yuanuniverse is still in the early stage of industrial development, and there are not many listed companies with fundamental performance support. Although the concept of meta universe in the A-share market is very hot, and major Internet giants around the world are joining the game one after another. Under the fermentation of public opinion, it can promote the continuous warming of market sentiment and boost the speculation of relevant concepts and themes, investors should also pay attention to screening and avoid potential risks.
According to Liu Yan, "At present, the main entrance of metauniverse is games, but the key link to support the great development of metauniverse concept in the future is the basis of scientific and technological upgrading, such as the iteration of interactive equipment, the foundation of higher computing power, the improvement of virtual reality and augmented reality technology, etc. Therefore, on the one hand, we should focus on the development of relevant overseas technology companies; on the other hand, we should also focus on the Chinese market Strengthen research on virtual idol anchor, NFT concept, augmented reality application and other fields. For example, Liu Yexi, the recently popular "virtual human", is a good example. With the rapid development of virtual human technology, virtual idols can easily occupy the cognitive world of ordinary people and promote the continuous landing of the meta universe in real life. "
(Securities Daily)
