In the past 2021, the concept stocks of meta universe were very active. In the wave of A-share yuan universe boom, on one side, listed companies have issued announcements one after another, and Yuan universe has become a stock price catalyst; On the other hand, the regulatory authorities intensively issued attention letters asking the company to explain the relevance and layout of the business meta universe concept.
According to choice data, as of the closing on December 31, if the companies listed in 2021 are not excluded, the A-share yuan universe sector rose by 42.0%. Excluding the companies listed in 2021, the increase in the sector is 33.6%. in addition, the meta cosmic plate index rose all the way to 1736.34.
3 stocks rose more than 50% in the year
According to the statistics of blockchain daily, in 2021, Sichuan Newsnet Media (Group) Co.Ltd(300987) (300987. SZ) performed best in the meta universe sector, with an increase of 471.4% during the year. Followed by Guangzhou Wahlap Technology Corporation Limited(301011) (301011. SZ), an increase of 323.9%.
it is worth noting that these two stocks are listed in 2021, and the initial dates are May 11 and June 17, 2021 respectively.
Sichuan Newsnet Media (Group) Co.Ltd(300987) launched virtual IP to catch up with the outlet of the meta universe, while Guangzhou Wahlap Technology Corporation Limited(301011) has no substantive business in the meta universe. It has only repeatedly claimed that the company has a certain first mover advantage in virtual scenes and entertainment experience such as meta universe games.
For capital, metauniverse is a rising new huge market. Listed companies whose share prices rose by more than 100% at the end of 2021 compared with the beginning of the year also include Shenzhen Zqgame Co.Ltd(300052) , Avit.Ltd(300264) , Gettopacoustic Co.Ltd(002655) , Lianchuang Electronic Technology Co.Ltd(002036) , Dalian Zeus Entertainment Co.Ltd(002354) and Hengxin Shambala Culture Co.Ltd(300081) .
The reporter found that among the nearly 90 meta universe concept stocks, there are still many companies that do not have meta universe related technologies or products, or meta universe projects have not been implemented.
However, this does not affect capital speculation. The stock prices of Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Hangzhou Anysoft Information Technology Co.Ltd(300571) and Hubei Century Network Technology Inc(300494) companies that have not yet taken concrete actions in the field of metauniverse or have worrying revenue capacity in metauniverse related businesses still performed well, with increases of 73.6%, 54.2% and 36.3% respectively during the year.
However, for these listed companies that are among the meta universe concept stocks, they must prove that their business is feasible and supported by capital, required technology and talents within a certain period of time, otherwise they may face fluctuations.
An insider told reporters that under the popular concept of "meta universe", stocks are easy to be sought after by funds and stimulate stock price performance in the short term. For some stocks that are not real concept stocks but rub hot spots, it is often difficult to avoid a sharp decline in their share prices after the wind direction of market speculation changes.
According to choice data, the share prices of 22 yuan universe concept stocks showed a downward trend in 2021. Among them, Arcsoft Corporation Limited(688088) (688088. SH) was the one with the highest decline, up to 36.6%. The decline of more than 20% also includes Capitalonline Date Service Co.Ltd(300846) , Perfect World Co.Ltd(002624) , Ofilm Group Co.Ltd(002456) , Bizconf Telecom Co.Ltd(300578) , Lens Technology Co.Ltd(300433) , China Transinfo Technology Co.Ltd(002373) and Mango Excellent Media Co.Ltd(300413) .
plate differentiation is obvious
From the perspective of the whole industry, there are many listed companies competing for the yuan universe market. Metauniverse concept stocks mainly focus on computer software and services, electronic components, communication industry, cultural media and other fields.
Cheng Shi, chief economist and managing director of ICBC international, once wrote that A-share investors are fully tapping the targets of all links of the industrial chain compared with the overseas yuanuniverse index Roundhill ball meta index. He pointed out that on the one hand, ballmeta can be used as a leading indicator for the launch of A-share meta universe market. On the other hand, the themes deeply excavated by A-share investors may become a lesson for overseas markets.
belongs to the subdivided field of electronic components. Many listed companies with product layout in VR / AR and other fields basically increased by more than 50% in 2021. of which, Guoguang Electric Company Limited(002045) increased by 72% in the year, Leyard Optoelectronic Co.Ltd(300296) increased by 61.6%, Zhejiang Crystal-Optech Co.Ltd(002273) increased by 52.5%, and Wuhu Token Sciences Co.Ltd(300088) increased by 51.3%.
the stock prices of two representative stocks in the field of culture and media, Bluefocus Intelligent Communications Group Co.Ltd(300058) and Mango Excellent Media Co.Ltd(300413) show the opposite trend. in 2021, the former rose by 80.6%, while the latter fell by 20.9% in the year. The main starting points for both sides to "enter" the meta universe are virtual people, including virtual person live broadcasting and virtual host business.
In general, all sub sectors within the plate have achieved good performance after the birth of the concept of "meta universe" in 2021. In addition to the VR / AR related companies mentioned above, game companies such as Shenzhen Zqgame Co.Ltd(300052) and Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) also saw a sharp rise in share prices, with an increase of 252.7% and 74.0% respectively during the year.
outlook 2022
At the end of 2021, on the news side, Yuan universe ushered in multiple profits.
On the one hand, the economic work conference of the Shanghai municipal Party committee held on December 21 mentioned that enterprises should be guided to step up the research on the important platform for the interaction between the future virtual world and the real society, and make timely layout and cut in. This is regarded as the first positive policy statement of the local government on the development of the meta universe.
On December 30, the Shanghai Municipal Economic and Information Technology Commission issued the 14th five year plan for the development of Shanghai's electronic information industry, which once again pointed out the need to strengthen the forward-looking research and development of the basic capabilities of the core technologies at the bottom of the meta universe, promote the development of new terminals that deepen perceptual interaction and the construction of systematic virtual content, and explore industrial applications.
On the other hand, the website of the Central Commission for Discipline Inspection and the State Supervision Commission published an article entitled "how the meta universe rewrites human social life" on December 23, pointing out that a rational view of the new round of technological revolution and its impact on society brought by the meta universe should not underestimate the opportunities in 5-10 years, nor overestimate the evolution and changes in 1-2 years.
However, in response to the argument of the yuan universe in the capital market last year, the official account of the WeChat daily, "Economic Daily" and "people's Daily commentary", once commented on the yuan universe in November. It is said that individual investors should keep a clear understanding of the current "fried universe" concept stocks, and must not rush to pay for a new and immature concept.
Looking at the yuan universe related research reports released by a number of securities companies, they all stressed the risk factors in investment advice, including the uncertainty of public opinion bubble risk, economic risk, and policy regulation.
Citic Securities Company Limited(600030) believes that the meta universe is the digital survival of mankind in the future, which will have a far-reaching impact on society and bring great ultimate industrial opportunities. In the process of gradual development, we will continue to see the emergence and integration of single point innovation in all aspects, continue to approach the ultimate meta universe, and continue to bring investment opportunities.
in the meta universe field in 2022, it can be predicted that there will be continuous capital inflow and layout, the market will be more subdivided, and more projects will be entered by investment institutions.
The research report recently released by Southwest Securities Co.Ltd(600369) also points out that metauniverse mainly includes three main development lines (hardware end + network end + content end); The three main lines may complement each other and promote each other's industrial upgrading, showing a spiral path of "technology + Network + content"; At the same time, in this process, it will probably copy various types of investment opportunities similar to the beginning of the mobile Internet era.
(Financial Associated Press)
