Firmly grasp the “four main lines” of the meta universe
As the world’s leading Internet companies meta and Microsoft have announced the layout of the meta universe and described the meta universe framework they have built, and in his speech at the economic work conference of the Shanghai municipal Party Committee on December 21, Li Qiang, Secretary of the Shanghai municipal Party committee, mentioned official statements such as “guiding enterprises to step up their 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”, We believe that the conceptual framework of the meta universe and its representative direction of the Internet may have become a market consensus. The current investment layout should give more consideration to its landing path and commercialization feasibility. Based on this, we once again suggest to focus on four main lines: Open World Games and UGC game platform, virtual human, VR / Ar / MR and NFT. (1) Based on the common characteristics of openness, immersion, identity and economic system with the meta universe, open world games may become the earliest landing scene of the meta universe. As games, they already have mature business models such as time length and props payment, while open world features such as large scene, globalization and user UGC content creation enable advertising and o2o business models to Join them, which is expected to enlarge the realized value; Among them, representatives include MIHA tour original God, Perfect World Co.Ltd(002624) magic tower, UGC sandbox game platform roblox, the code invested by byte beat, restart the world, which is being developed by Qiankun company, Tencent’s self-developed game king glorifies the world, which has previously published recorded pictures, etc. in addition, due to the high R & D and operation threshold of open world games, Its development may further promote the headedness of the game industry. (2) Virtual people may become an important part and important digital assets of the meta universe virtual world. The popularity of virtual people such as ayayi and Liu Yexi in 2021 may indicate that engine modeling and rendering, dynamic capture, real-life CG and other technologies can complete the creation of highly simulated virtual people. However, the recent negative news of stars and head anchors may bring immeasurable losses to brokerage companies and businesses Its demand for virtual idols and virtual anchors is constantly increasing. Two factors may lead to the great development of the virtual human industry in 2022. At present, film and television content, advertising marketing and companies with the advantages of light and shadow technology are laying out virtual humans. The subsequent operation ability may become the key to whether it can attract traffic and realize successfully through advertising, goods, etc MCN and content platform may have more advantages. (3) The development of VR / Ar / MR industry may provide an important access port for metauniverse and greatly enhance the sense of immersion. It is also necessary to focus on the global shipment of C-end head equipment (such as oculusquest3, Pico and Apple’s products expected to be launched later), it may first stimulate the demand for optical lenses and modules in the upstream of the industrial chain. Companies with experience in light and shadow technology, b-end large-scale holographic projection and VR / AR projects may be more likely to win on the content side. (4) NFT is mainly used in the right confirmation and Realization of digital assets in China, and works of art such as photos and paintings may benefit from its development and expand the realization value, and relevant trading platforms may also benefit. Based on the four main lines of metauniverse, focus on recommending Perfect World Co.Ltd(002624) and heart companies, and benefit targets include Tencent holdings, netease-s, Beijing Quanshi World Online Network Information Co.Ltd(002995) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Saturday Co.Ltd(002291) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) 、 Visual China Group Co.Ltd(000681) 、Roblox、UnitySoftware。
Mango TV members raise prices, again reminding them to pay attention to the value of long video platform
On December 22, mango TV officially announced that it would increase the prices of PC and mobile film and television members from January 2, 2022. Previously, iqiyi also announced that it would increase the monthly price of gold VIP members from December 16, which may bring direct performance flexibility to the long video platform, In combination with the introduction of the detailed rules on the standards for the audit of network short video content (2021), the copyright value of the long video platform and its own content production ability advantages deserve attention. The long video platform focuses on Mango Excellent Media Co.Ltd(300413) , and the beneficiaries include iqiyi.
Risk tip: there is uncertainty in the supervision of various fields of metauniverse, and the competition for self-made content on video platforms is intensified.
