The NFT project with a total price of 62 million yuan was sold in about 40 minutes, and Jay Chou made NFT popular again. Recently, the meta universe platform Ezek, together with Jay Chou’s tide brand, sold the NFT project phantom bear for the first time, with a total price of 62 million yuan, which was sold out in about 40 minutes. As an item of the blockchain, NFT is irreplaceable, which also brings many companies and stars into the game. According to incomplete statistics by the reporter of Beijing business daily, at present, many A-share listed companies also involve NFT, such as Wuhan Golden Laser Co.Ltd(300220) , Col Digital Publishing Group Co.Ltd(300364) , Avit.Ltd(300264) , but most companies say they have not made significant contributions to the performance. Insiders told reporters that there is great uncertainty in NFT related process and technology development, and there is uncertainty in project progress and transformation of related achievements. Investors should be vigilant against the risk of blindly following the trend.
multiple shares involve NFT
Just entering 2022, NFT is hot again.
On January 1, Ezek, the yuancosmos platform, together with Jay Chou’s tide brand, launched the NFT project phantom bear for the first time, with a maximum of 10000 units, a unit price of 6200 yuan, a total price of 62 million yuan, and all sold in about 40 minutes. It is understood that NFT, namely non-homogeneous token, is regarded as an item of the blockchain. It is a unique asset in the digital world, which can be bought, sold and used to represent some commodities in the real world, but its way of existence is invisible.
Beijing Business Daily reporter found through the statistics of Shanghai and Shenzhen stock exchange that at present, many A-share companies are involved in NFT.
In November 2021, Wuhan Golden Laser Co.Ltd(300220) share price was hyped by investors in the secondary market, and the company’s share price doubled in only one month. The sharp rise of share price has something to do with the company’s involvement in “NFT tide play” blind box. On July 8, 2021, Wuhan Golden Laser Co.Ltd(300220) launched a new type of IP blind box product – “NFT tide play” blind box. This product includes two parts: physical doll and virtual doll. When the user approaches the mobile phone to the physical doll with NFC chip, a virtual doll can be generated. Different encryption codes are added to the virtual doll corresponding to the physical doll, so that each virtual doll has a unique identification, The ownership is clear, the information is true and transparent, and cannot be copied or tampered with.
In addition, Col Digital Publishing Group Co.Ltd(300364) also said that the company’s massive IP and virtual image can be NFT. NFT has great value for the company’s virtual assets. The company has established a team for metauniverse and invested relevant resources.
Song Yixin, a lawyer of Shanghai hanlian law firm, told the Beijing Business Daily that NFT is of great significance in intellectual property protection and provides new ideas for solving copyright problems.
In addition to Wuhan Golden Laser Co.Ltd(300220) , Col Digital Publishing Group Co.Ltd(300364) , Avit.Ltd(300264) , Anhui Tatfook Technology Co.Ltd(300134) and other shares have also disclosed announcements about NFT. In addition, Zhongguang Tianze and other companies have expressed their active concern about NFT.
In December 2021, an investor asked Zhongguang Tianze on the interactive platform, saying “introduce the company’s research and application business in the field of copyright using NFT technology”. In this regard, Zhongguang Tianze said that the company’s massive online transactions of video content and materials need NFT technology, one is to carry out copyright protection, the other is to achieve transaction conclusion, and the application of new NFT technology, At present, the company is also actively concerned and studied.
most have not yet generated actual benefits
For the application of NFT, many companies said that they have not yet generated actual benefits.
Taking Wuhan Golden Laser Co.Ltd(300220) as an example, the company said that the “NFT tide play” blind box is in the process of promotion. The underlying technologies such as blockchain and AR involved in the company’s business are not independently developed by the company. They are all commercial applications of existing technologies. The NFC chips embedded in physical dolls are outsourced products, which have not made a significant contribution to the performance so far. For relevant issues, the reporter of Beijing Business Daily called the Wuhan Golden Laser Co.Ltd(300220) Secretary Office for an interview, but no one answered.
Zhejiang Daily Digital Culture Group Co.Ltd(600633) is also a hot topic of NFT concept. The company is rumored to hold a large number of NFT digital assets. In this regard, in December 2021, Zhejiang Daily Digital Culture Group Co.Ltd(600633) responded that the company did not hold a large number of NFTs. At present, it is actively exploring the specific applications of blockchain, big data and other technologies in art trading and cultural tourism image use, trying to solve the pain points such as identity confirmation of digital cultural products through blockchain and big data technology, so as to provide technical support for relevant transactions, In order to explore the path to expand the scale of digital content industry, however, as the relevant research is still in the early stage, the company has not yet formed mature products and profit model, and there is still great uncertainty, which can not affect the current performance of the company.
Col Digital Publishing Group Co.Ltd(300364) also said that at present, the company has no actual business income and profit in metauniverse and NFT. The company focuses on digital content production and operation. The relevant layout in the above metauniverse field is still in the initial stage, and the R & D investment has not yet formed a scale.
As for the question of “whether the company’s recent business development in metauniverse and NFT will affect the short-term performance”, Col Digital Publishing Group Co.Ltd(300364) also said that there is still great uncertainty about the future implementation progress of the project and whether it can achieve the expected effect of the company, and it does not have a significant impact on the company’s short-term operating performance.
be alert to the risk of concept speculation
Although it did not bring real income, many companies’ share prices have been hyped in the secondary market.
Taking Col Digital Publishing Group Co.Ltd(300364) as an example, the company’s share price reached a high of 19.88 yuan / share on December 13. According to statistics, in the 34 trading days from October 27 to December 13, the cumulative increase of the company’s share price range was as high as 245.21%, and the overall increase in the same period was 4.53%. As of the closing on December 31, Col Digital Publishing Group Co.Ltd(300364) shares were reported at 14.83 yuan / share, with a total market value of 10.79 billion yuan.
Xu Xiaoheng, an investment and financing expert, told the Beijing Business Daily that since 2021, many companies have made preliminary layout and exploration in metauniverse and NFT, but the realization of metauniverse needs technical support such as AI technology, blockchain technology, interactive technology such as AR / VR and powerful computing system. At present, many technologies are still immature and the development route is uncertain, There is still uncertainty in the transformation of relevant achievements, and investors should pay attention to relevant investment risks.
Wang Chikun, an independent economist, also said that at present, there is no national authoritative department or authority to release the definition or standard of metauniverse and its associated industries. The market’s understanding and learning of the concept and related knowledge of metauniverse mainly comes from institutional research reports, academic reports, industrial dynamic reports, etc. there is great uncertainty in NFT related processes and technological development, The impact of NFT on virtual assets cannot be quantified.
In addition, there are no supporting conditions for the fundamentals of many stir fried individual stocks. For example, Wuhan Golden Laser Co.Ltd(300220) , the company’s attributable net profit and net profit after deduction are about – 55.53 million yuan and – 53.86 million yuan respectively in 2020, and the attributable net profit and net profit after deduction are about – 18.78 million yuan and – 21.43 million yuan respectively in the first three quarters of 2021.
(Beijing business daily)
