Meso industry data observation: inventory comparison between Baidu “xirang” and international giant metauniverse

China’s search engine giant Baidu released China’s first meta universe platform – xirang on December 21, 2021. This platform can log in through smartphone, computer or VR glasses. Hope to allow all users to create avatar virtual roles and allow users to communicate with each other. Users can visit cities, exhibition halls and scenic spots in xirang, such as Shaolin Temple, Sanxingdui, and some virtual scenes, such as three body world. Users can also participate in sports activities in xirang, such as platform diving.

Roblox is an interactive platform integrating game creation and large communities. Different from ordinary games, roblox provides tools and platforms for users to give play to their imagination and create 3D games that can be played by others. In roblox, everyone can customize their digital identity to socialize with others, and also support VR devices to enhance users’ sense of immersion. In recent years, roblox has used its strong user social attributes to add more game elements, including viewing nearby players, online parties and conferences, virtual concerts and other playing methods. In October 2020, roblox held lilnasx online concert in cooperation with animation concert streaming media company wave, further promoting the integration of games and the real world.

On December 10, 2021, meta officially opened the VR social platform horizon. The horizon platform allows participants to create their own scenes and interact with family and friends or strangers. On the horizon platform, users can create a virtual image without legs by using oculus virtual reality headgear. Users wander in the virtual world, can interact with other users’ avatars, and can play games together. Everything players see and do is synchronized among users, creating a very strong sense of CO creation. For the work scene, Facebook announced that its virtual reality headset oculusquest2 launched a publicly tested version of horizon workspace, allowing users to participate in “face-to-face” virtual conference discussions in a virtual reality way. Meta’s meta universe layout may be partly due to dealing with the loss of young customers. In March this year, Chris Cox, Facebook’s chief product officer, presented a survey report, which showed that most young users have regarded Facebook as a “middle-aged community”. Therefore, metauniverse may be a new business growth point to solve the serious “aging” of users and the aggravation of the loss of young users.

Axieinfinity is an NFT (virtual currency) game. Before entering the game, players need to buy three pets named “axie” with virtual currency and use them to breed to get a new axie. But this purchase is different from the traditional internal purchase. The newcomers will buy from the old players. After that, players need to consume an increasing number of SLPs (smooth love position) to feed axie.

According to the law, the account number of traditional games and all contents under them belong to the operating enterprise, and users only have the right to use them, which is different from yuanuniverse games. The transaction of traditional game account must be through the third-party platform, and the transaction is not protected by law. Due to the mechanism of NFT (virtual currency), the transactions of virtual currency will be reflected on the decentralized platform, and each virtual currency has a unique digital label, which means that all transactions are open, transparent and traceable. Although there are no legal constraints, these characteristics build an ideal trading platform: everyone trades based on the same agreement. On this basis, the account of metauniverse game is really owned by players, which means that the operation decision of metauniverse game will also be controlled by players, including the closing service of the game.

Although the value of digital assets in axieinfinity fluctuates greatly, it is a breakthrough in the commercialization of blockchain technology in the game field and also marks the initial landing of an extremely important “closed-loop economic system” in the concept of meta universe. If the legitimacy of metauniverse games is recognized and relevant laws and regulations are more perfect in the future, financial institutions are bound to take over these games. At that time, the digital assets in the game will get a more authoritative valuation, and their actual value will gradually approach the legal tender.

Weekly meso data

Upstream, the prices of Brent light crude oil, NYMEX light crude oil and NYMEX natural gas all rose. In terms of coal prices, the futures prices of coking coal, coke and thermal coal all fell. Power coal prices in Newcastle and Richard fell, power coal prices in Europe rose, and the number of ships at anchorage decreased significantly. LME nonferrous Futures Copper, aluminum, zinc and lead prices fell, while nickel and tin prices rose. COMEX gold, copper and silver prices rose. The price of metal lithium rose, the price of tungsten concentrate in Jiangxi remained unchanged, and BDI decreased slightly. In the middle reaches, rebar futures and spot prices fell, blast furnace operation rate and steel plant capacity utilization rate fell, and the average price of cement fell. Chemical products viscose filament, polyester staple fiber, natural rubber, PTA and PVC all rose, methanol prices fell, and MDI in Shandong rose. Polysilicon prices fell as a whole. Downstream, the transaction area of commercial housing in the top ten cities increased significantly. The average price of pigs and white feather chickens fell, and the wholesale price index of vegetables in Shandong continued to decline.

Risk tip: policy risk

 

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