In 2021, Yuan universe is on fire.
Roblox, a sandbox game platform, landed on the New York Stock Exchange, and its market value doubled 10 times. Facebook changed its name to “meta”.
Byte beat spent 5 billion yuan to acquire Pico, a VR company, to lay out the meta universe.
Alibaba wants to build a “Yuan Jing Sheng”.
Luo Yonghao said that the next project is the meta universe. As a result, the young man after 95 disliked that he was more difficult at his age.
Hehe, most of the information about the meta universe occurred in the second half of this year.
Together with the tuyere, the hot spots naturally came. The trading board of A-share related concept stocks “chased each other”, and a pile of attention letters and supervision letters were also received.
Yuan universe real estate speculation group came. Stars often bought millions of land and houses, and the result seemed to be locked up.
The fire has been burning more and more in the past week.
Shanghai should step up its research and cut into the meta universe in time; Sanya closely connected Netease has built a yuan universe industrial base; Tencent music simply plays a virtual Music Carnival, and users can have their own virtual avatars; Baidu quickly put the first domestic yuan universe product “Xi soil” into internal test.
How lively!
Towards the end of the year, times finance launched the planning topic of financial fantasy in 2021. “Meta universe fantasy” takes you to see the real meta universe concept stocks, eliminating the false and preserving the true.
Game stocks take the lead
Wake up, all walks of life are engaged in the meta universe.
On the disk, Shenzhen Zqgame Co.Ltd(300052) (300052), Hubei Century Network Technology Inc(300494) (300494), Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) (300459), Shenzhen Esun Display Co.Ltd(002751) (002751), Avit.Ltd(300264) (300264), Hangzhou Arcvideo Technology Co.Ltd(688039) (688039), Hangzhou Shunwang Technology Co.Ltd(300113) (300113), Wuxi Boton Technology Co.Ltd(300031) (300031), Goertek Inc(002241) (002241), Visual China Group Co.Ltd(000681) (000681) and other yuan universe concept stocks have been closing the trading limit since September. Major companies are keeping a close eye on yuancosmic tuyere for fear of missing this high-speed train.
From the perspective of investment opportunities, the game, as the primary application scenario, is considered to be the initial entrance of the meta universe, and the opportunity for valuation improvement is also very obvious. In the A-share market, Shenzhen Zqgame Co.Ltd(300052) is the most popular stock.
On September 6, Shenzhen Zqgame Co.Ltd(300052) issued a document saying that it would launch a “meta universe game” wine maker, a virtual reality linkage simulation business class. With this tweet, Shenzhen Zqgame Co.Ltd(300052) quickly came out of the circle, and the stock price also rose sharply. The peak value of this round of rising stock price appeared on November 11. It once rose to 42.63 yuan / share, and the market value soared to 10.42 billion yuan.
Shenzhen Zqgame Co.Ltd(300052) was founded in 2003. It is the first A-share listed game company in China and the first enterprise to appear as a meta universe concept stock. Although the stock price is against the sky, the performance has been unstable for many years. The annual revenue is basically maintained at about 100 million and the profit is about 10 million. It is a small cap stock worthy of the name.
In 2020, Shenzhen Zqgame Co.Ltd(300052) achieved an operating revenue of 294 million yuan and a net profit attributable to the parent company of – 135 million yuan; In the first three quarters of 2021, Shenzhen Zqgame Co.Ltd(300052) had a revenue of 257 million yuan and a net profit attributable to the parent company of 14 million yuan. As of the closing on September 3, Shenzhen Zqgame Co.Ltd(300052) had a market value of only 2.125 billion yuan. This means that Shenzhen Zqgame Co.Ltd(300052) only took more than a month to increase its market value by a full five times.
On November 10, Shenzhen Zqgame Co.Ltd(300052) said in reply to the letter of concern from Shenzhen stock exchange that the company was not a hot spot in the market. It began to conceive the development of the brewing master game as early as March this year, formed a game demo at the end of June, and passed the project approval in August.
Under the demonstration effect of Shenzhen Zqgame Co.Ltd(300052) stock price soaring, the concept of meta universe in the A-share market has rapidly become a prairie fire.
In September, Inmyshow Digital Technology (Group) Co.Ltd(600556) (600556) told the outside world that it was developing the social meta universe product “Rainbow universe”. Rainbow universe is a 3D virtual social product. The product is based on the 3D virtual planet (P-L anet) in Z era. The virtual houses and props in its products can be made into exclusive IP for limited edition distribution.
On the evening of October 28, the rainbow universe was officially launched; On November 1, hongcosmos app was launched and opened to the first batch of users.
Since October 28, Inmyshow Digital Technology (Group) Co.Ltd(600556) share price has closed for five consecutive trading limits, with a cumulative increase of more than 56%.
On November 18, Inmyshow Digital Technology (Group) Co.Ltd(600556) chairman Li Meng issued an open letter on the occasion of the anniversary of the group, saying that from that day on, the brand name of the group was officially changed from “IMS ( Inmyshow Digital Technology (Group) Co.Ltd(600556) ) new media business group” to ” Inmyshow Digital Technology (Group) Co.Ltd(600556) digital technology group”, and the new consumer channel, new scene life and the original new media business were established as three core business groups.
Li Meng vowed, “Rainbow universe is an immersive pan entertainment virtual life community for global users in conjunction with global social celebrities.” The next day, Inmyshow Digital Technology (Group) Co.Ltd(600556) shares rose again to close at 15.31 yuan, with a total market value of 27.68 billion yuan.
Enterprise meta universe succession
The richer and more immersive interactive experience brought by yuanuniverse has been out of the game circle, which will bring a new imagination space to the fields of education, exhibition, industrial manufacturing, design planning and public services.
The economic work conference of the Shanghai municipal Party committee held on December 21 pointed out that Shanghai focuses on strengthening the layout of the “new track”, strengthening the “terminal drive”, guiding enterprises to step up the research on the important platform for the interaction between the virtual world and the real society in the future, and timely layout and cut in.
This is the first positive policy statement of the local government on the development of the meta universe.
Since December, more than ten yuan universe concept stocks including Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) (002822), Beijing Supermap Software Co.Ltd(300036) (300036), Shenzhen L&A Design Holding Limited(300949) (300949), Shunya International Martech (Beijing) Co.Ltd(300612) (300612), Hwa Create Corporation(300045) (300045), Bizconf Telecom Co.Ltd(300578) (300578) have appeared trading limit version.
Shunya International Martech (Beijing) Co.Ltd(300612) it has increased by 150% in recent 10 trading days, including 4 consecutive 20cm trading days. Shunya International Martech (Beijing) Co.Ltd(300612) said on the interactive platform that it will strive to build the “live cloud enterprise version” into a super entrance to the “enterprise meta universe” scene. The company has signed a cooperation agreement with xiaoxiandun. Under the guidance of the State Key Laboratory of Xinhua news agency, relying on the self-developed “giant wave technology platform” and joint technical partners, the company will jointly create the first “enterprise meta universe” model project in the field of new consumption.
Shunya International Martech (Beijing) Co.Ltd(300612) four trading boards were closed from December 13 to December 16. The share price rose from 13.55 yuan to 28.09 yuan, with a cumulative increase of 107.31%. In just four trading days, Shunya International Martech (Beijing) Co.Ltd(300612) doubled the market.
Shunya International Martech (Beijing) Co.Ltd(300612) on December 16, the company issued a risk warning saying that the company has always focused on its main business, relying on the self-developed “giant wave technology platform” and providing digital services for various government and enterprise customers through a series of self-developed or jointly developed products. At present, the company’s main business has not changed. On December 23, Shunya International Martech (Beijing) Co.Ltd(300612) again stressed that the company provides digital services for various government and enterprise customers, and the main business has not changed.
On December 21, Beijing Supermap Software Co.Ltd(300036) said during the investigation that the company was actively studying and exploring the meta universe, including the planning of products and application scenarios. GIS is the technical base of the meta universe, many of which enable the meta universe, including cloud native GIS technology, three-dimensional geospatial mapping technology, three-dimensional geospatial visualization technology, augmented reality map technology and so on.
Driven by the concept of meta universe, Shenzhen L&A Design Holding Limited(300949) also ushered in a wave of trading market. On December 9, Shenzhen L&A Design Holding Limited(300949) said on the investor interaction platform that bloom culture technology, which is strategically controlled by the company, is actively building “bloom Digital Art Museum – meta universe space”. The project is positioned as a world-class cutting-edge digital art punch in holy land and meta universe space, which is expected to be officially opened for operation in May 2022. After that, Shenzhen L&A Design Holding Limited(300949) opened high and walked high, and continuously harvested the “20cm” trading board.
On December 21, it announced Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) of cross-border layout of meta universe. On the morning of December 22, it announced that it received a letter of concern from Shenzhen Stock Exchange, requesting to supplement whether the company has relevant businesses and products of “building intelligent big data information processing, AI visualization, meta universe application, intelligent construction system, blockchain and other technologies”, and verify and explain whether the company has rubbed hot spots to hype stock prices. However, this still can not extinguish the enthusiasm of investors for speculation, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) continues to rise by the word limit.
discard the false and retain the true
On December 23, the website of the Central Commission for Discipline Inspection and the State Supervision Commission issued a document saying that at present, some companies hype the concept of the meta universe, which is quite different from the real meta universe, so they need to eliminate the false and preserve the true and make careful judgment. “There are still many uncertainties in the meta universe in the embryonic stage of capital manipulation. Industries and markets urgently need to return to rationality. We should be vigilant against capital’s profit seeking inertial operations such as creating new concepts, hyping new outlets and attracting new investment.”
Behind the popularity of the market, Yuan universe concept stocks have also attracted regulatory attention. More than ten enterprises, including Profit Cultural & Creative Group Co.Ltd(300640) (300640), Anhui Tatfook Technology Co.Ltd(300134) (300134), New Guomai Digital Culture Co.Ltd(600640) (600640), Shenzhen Zqgame Co.Ltd(300052) , Inmyshow Digital Technology (Group) Co.Ltd(600556) , Avit.Ltd(300264) , Shenzhen Esun Display Co.Ltd(002751) , Hangzhou Anysoft Information Technology Co.Ltd(300571) (300571), Hubei Century Network Technology Inc(300494) (300494), Kunlun Tech Co.Ltd(300418) (300418), Col Digital Publishing Group Co.Ltd(300364) (300364), Wuhan P&S Information Technology Co.Ltd(300184) (300184), have received letters of concern or Supervision issued by the exchange. It is required to specify the relevance of the company’s existing main business, main products and the concept of metauniverse. In addition, it is also required to explain whether the company uses interaction to easily reply to rub hot spots and speculation concepts.
Monita research believes that recently, the regulatory authorities began to “cool down” the concept of meta universe, which to some extent reflects the possibility of hyping marketing and attracting attention. Although many high-profile listed companies that announced their entry into metauniverse announced the launch of product R & D and partner information one by one, most of them simply extended their original business. At present, the biggest role of the concept of metauniverse lies in the shaping of the company’s brand, and the company’s business has not changed much in essence.
A month ago, Anhui Tatfook Technology Co.Ltd(300134) declared that Dafu network, the holding subsidiary of the company, was “the perfect founder of the meta universe”. The platform built by the NPL language, paraegine engine, paracraft tool and other basic technologies of Dafu network can meet the 8 elements of the metauniverse. Dafu network has persisted in deep cultivation in this field for several years and has accumulated long-term forward-looking technology. At present, the stock price has risen by more than 50%.
In fact, the operating performance of Anhui Tatfook Technology Co.Ltd(300134) has been poor in recent years. From 2016 to 2020, Anhui Tatfook Technology Co.Ltd(300134) has accumulated a net loss of 1.424 billion yuan. In the first three quarters of 2021, the company had an operating revenue of 1.74 billion yuan and a net loss of 765.374 billion yuan. It is noteworthy that Anhui Tatfook Technology Co.Ltd(300134) has successively set foot in hot market fields such as virtual reality, graphene, polymer materials and OLED.
On December 17, Meisheng Cultural & Creative Corp.Ltd(002699) shares gained 7 trading boards within 8 days.
Meisheng Cultural & Creative Corp.Ltd(002699) it is mainly engaged in the development, production and sales of animation derivatives and subdivision products, animation clothing, with cloud games, yuanuniverse and other related concepts. On December 10, Meisheng Cultural & Creative Corp.Ltd(002699) announced that the controlling shareholder Meisheng Holding Group Co., Ltd. occupied a huge amount of funds, the reduction of major shareholders was not disclosed in advance, and the company may be warned of risks.
On December 14, Shenzhen L&A Design Holding Limited(300949) issued a change announcement. The “blooming Digital Art Museum – meta space” project implemented by the blooming technology subsidiary controlled by the company is still in the exploratory stage. There is great uncertainty about the future implementation progress of the project and whether it can achieve the expected effect of the company, and does not have a significant impact on the short-term operating performance of the company.
Shenzhen L&A Design Holding Limited(300949) on February 26, it landed on the gem. On the first day of listing, the stock closed at 109 yuan, an increase of 101%. But since then, the company’s share price began to decline all the way, with the lowest falling to 41.83 yuan.
Despite many problems and challenges, the most exciting thing about the meta universe is its great potential to change the existing way of life. The research report points out that metauniverse is the next generation Internet in the next 20 years and the future digital survival of mankind. The connotation of yuancosmos is not limited to the Internet. It is a series of high-tech “connecting points into lines”, which may bring new species beyond people’s imagination.
In the secondary market, the concept of meta universe also ignited the whole media ETF sector.
Since December, the net value of Yinhua film and television ETF, Cathay Pacific Film and television ETF, GF media ETF and other products has increased by more than 10%. In the primary market, first-line venture capital institutions such as Jingwei China, Sequoia and Wuyuan capital are also very active, and frequently sell in the subdivided fields of meta universe track such as chain tour, virtual digital human and social networking.
(times Finance)
