Comprehensive dynamics of metauniverse: (1) at the press conference on the development of small and medium-sized enterprises of the Ministry of industry and information technology, it was said to cultivate a number of innovative small and medium-sized enterprises entering emerging fields such as metauniverse, blockchain and artificial intelligence; (2) Many local governments have arranged the meta universe, and Shanghai, Zhejiang, Beijing, Hainan and Guangzhou have accelerated the layout of the meta universe; (3) The “global meta universe conference” will be held in Shanghai in April.
Content and platform side: (1) Adobe launched 3D content creation products including Adobe website 3D and adobe aero to help creators create AR and VR experiences in the metauniverse; (2) Sony launched the virtual space project revers3: X, which will host xrlive for the world; (3) Annual report of steamvr 2021: the number of monthly active users was 2.8 million, and the number of new users increased by 11% year-on-year to 1.89 million; (4) MIHA tour announced its brand-new brand hoyoverse to create and deliver immersive virtual world experience for global players through various entertainment services, creating a “grand virtual world driven by content”; (5) China’s first “meta universe + party building” system successfully landed in the smart party building space of the audio-visual publishing house of the National Academy of administration. (6) Nailnail announced to cooperate with rokid to create a digital office space on rokidair.
Hardware side: (1) steam2-march data: the use share of quest2 head display increased steadily, reaching a new record. (2) Hon Hai signed a memorandum of cooperation with xrsapce and has the right to invest US $100 million in xrsapce in the future, with us $15 million in the first phase. (3) shaking the head of many content will transfer to VR tiktok, the Pico2022 sales target of one machine will exceed one million. (4) On March 17, Inspur Electronic Information Industry Co.Ltd(000977) released the industry’s first meta universe server, metaengine. (5) Ruisheng technology cooperates strategically with dispelix to manufacture ar waveguide display modules on a large scale.
Infrastructure facilities: (1) UAE plans to provide licenses for virtual asset service providers to attract some of the world’s largest cryptocurrency companies; (2) NYSE plans to provide cryptocurrency and NFT trading; (3) Vitalik buterin, founder of Ethereum, shared the idea of proto danksharding on twitter, that is, focusing on the data verification scenario of blob carrying transactions that EVM cannot execute. (4) Li Zhenghai, CO Secretary General of China Mobile’s yuan universe industry committee, said in an interview that Yuan universe is empowering traditional industries and put forward the concept of building yuan universe with Chinese characteristics.
Investment proposal and investment object
On the platform side, Tencent continued to promote the construction of VR equipment and meta universe content, the development of virtual anchor station B and mango, and the launch of mango digital collection. It is suggested to pay attention to Tencent holdings, BiliBili, Mango Excellent Media Co.Ltd(300413) .
On the content side, the advantages of the game track in interactivity and immersion make us optimistic about the first entry of the game company under the meta universe framework. It is suggested to pay attention to: Netease, Perfect World Co.Ltd(002624) , Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) .
On the hardware side, it is recommended to pay attention to the integration of Optics and the whole machine: Goertek Inc(002241) ; Manufacturers of optical and display components: Will Semiconductor Co.Ltd.Shanghai(603501) , Zhejiang Crystal-Optech Co.Ltd(002273) , Shunyu optical technology, Lianchuang Electronic Technology Co.Ltd(002036) , Wuhu Token Sciences Co.Ltd(300088) etc; Other component manufacturers: Shenzhen Everwin Precision Technology Co.Ltd(300115) (structural parts), Jiangsu Sidike New Materials Science & Technology Co.Ltd(300806) (OCA optical adhesive), etc.
For the infrastructure construction end, it is suggested to pay attention to the communication operators China Telecom Corporation Limited(601728) , China Mobile that have deployed the meta universe; Vertical NFT trading platform Visual China Group Co.Ltd(000681) .
Risk tips
Policy supervision risk; Uncertainty risk of industrial structure; Application expansion is less than expected; Valuation risk.
