The three major telecom operators actively layout the meta universe and expand their role from traffic providers to meta universe content providers. In meta (Facebook), Tencent, Alibaba and other major Internet companies outside China are actively deploying metauniverse. At the same time, China's three major telecom operators are also high-profile into metauniverse this year. As the development prospect of metauniverse is gradually recognized by the industry, the importance of digital bases such as 5g network, Gigabit broadband network and computing service system is gradually emerging, and the development of metauniverse will further promote 5g network in the future And cloud infrastructure development in depth. However, in the era of meta universe, the role of operators is not only in traffic providers, but also actively expanding to meta universe content providers. Operators have entered the meta universe as content providers, which is expected to open the C-end revenue boundary of operators.
China Mobile Migu released the evolution roadmap of metauniverse Migu to enable the industry innovation experience. On November 11, the yuan space industry committee of China Mobile Communications Federation held the unveiling ceremony. China Mobile Communication Federation is the only national social organization in the field of China mobile communication, and its members include China Mobile, China United Network Communications Limited(600050) , China Telecom Corporation Limited(601728) . Yuancosmos industry committee was approved to be established on October 15. It is the first yuancosmos Industry Association approved in China and is committed to promoting the healthy and sustainable development of yuancosmos industry. On November 2, China Mobile announced at the 2021 China Mobile Global Partner Conference that its subsidiary Migu has explored and tried on the road of metauniverse and has gradually outlined the Migu evolution roadmap of metauniverse. Liu Xin, general manager of China Mobile Migu, said that according to the roadmap of meta universe evolution, Migu will continue to focus on the five directions of ultra-high definition video, video RBT, cloud game, cloud VR and cloud AR, invest more resources, continue to cultivate the four fields of "5g + MSc", "5g + video RBT", "5g + cloud game" and "5g + XR", and further improve the overall development level of the industry, Expand 5g + characteristic application industry cake.
Unicom online Wo music launched the super realistic digital man "anweixi" to open the era of "meta world". China United Network Communications Limited(600050) Chairman Liu Liehong pointed out that to accelerate the progress of VR industry, it is necessary to lay a solid digital base and pave a new high-speed "virtual reality connection" for VR industry by building 5g high-quality network, Gigabit broadband network and integrated computing network service system; We should promote 5g + Mr integration application, break through many bottlenecks of human-computer interaction and intelligent connection of all things, and improve the new efficiency of "virtual reality integration". On October 16, relying on digital human technology, China Unicom online Wo music launched the first super realistic digital human of central enterprises - "anweixi". According to the official account of the company, Unicom's own cloud creation digital human authoring system first used real-time capture technology that could be applied in a wide range of complex virtual environments, and accurately captured the complete facial expression of the model. Then, through the leading three-dimensional animation production technology, the rich, real and flexible anweixi is restored, and what gives anweixi the soul is the AI digital human intelligence technology of Unicom based on voice synthesis, human face modeling, human image driving, image processing and other technologies. In the future, China Unicom online Wo music will continue to focus on multi form innovation and layout covering live broadcasting, content production, Wuxi Online Offline Communication Information Technology Co.Ltd(300959) and other forms, and build a brand of meta universe content production.
At the moment when the concept of meta universe is hot, China Telecom Corporation Limited(601728) will further accelerate the layout of Tianyi Ultra HD, cloud VR, cloud AR and cloud games, and help the rapid landing of meta universe scenes. On November 11, China Telecom Corporation Limited(601728) and Qualcomm held the 2021 International Digital Technology Exhibition and Tianyi intelligent ecology Expo in Guangzhou. At the venue and forum, China Telecom Corporation Limited(601728) displayed innovative projects based on the meta universe ecology, such as yuanuniverse shopping mall and Xiaolin, No. 001 digital employee. According to the official website of New Guomai Digital Culture Co.Ltd(600640) , on November 13, China Telecom Corporation Limited(601728) listed company New Guomai Digital Culture Co.Ltd(600640) positioned itself as a new infrastructure builder of yuanuniverse and based on innovative application achievements, launched the "Pangu plan" in 2022. On December 3, China Telecom Corporation Limited(601728) tianyiai music culture technology, a wholly-owned holding subsidiary, released the announcement on the comparison and selection of yuanuniverse virtual human customization and content production projects in 2021, The project fund has been confirmed (the budget amount of the project is 2.68 million yuan). Potential candidates who are interested and have the ability to provide the subject matter are invited to participate in the selection. According to the announcement, the procurement content is "Yuan universe digital man production" Including: digital human image modeling, digital human image modeling, graphic production, video short play production, video CG short film production and KOL cooperation promotion.
Investment suggestion: it is suggested to pay attention to the layout of operators as content providers in meta universe related industries, and pay attention to the development of C-end and b-end services brought by the improvement of the company's traffic by meta universe products.
Risk tip: industry competition intensifies, application landing is less than expected, and the overall volume of business accounts for a small proportion of the company's revenue
