Event overview. On April 6, 2022, Huangpu District and Guangzhou Development Zone of Guangzhou held a press conference on the innovation and development of metauniverse, and officially released the measures of Huangpu District and Guangzhou Development Zone to promote the innovation and development of metauniverse (hereinafter referred to as "10 articles of metauniverse"), which is the first special support policy for metauniverse in Guangdong, Hong Kong and Macao Bay District, focusing on digital twins, AR / VR and other fields to promote the development of new business forms and models of metauniverse.
"Yuanuniverse 10" promotes the transformation and upgrading of industries. The support scope of "meta universe 10 articles" covers ten aspects, such as technological innovation, application demonstration, intellectual property protection, talent drainage, exchange and cooperation, fund support, and focuses on cultivating industrial meta universe, digital virtual human, digital art transaction and other fields that reflect the development trend of meta universe. We believe that the "meta universe 10" will help governments and enterprises to target the breakthrough and subversive digital technology and core equipment in meta universe technology as the main development track and realize industrial upgrading.
"Specialized, special and new" and "high, precise and advanced" are the key words of "10 articles of the meta universe". "Article 10 of yuancosmos" pays more attention to innovation agglomeration. Huangpu District and Guangzhou Development Zone will focus on introducing and cultivating a number of leading enterprises that master the key technologies and applications of yuancosmos. We believe that the "meta universe 10" can help relevant industries form an incubation system and better cultivate local meta universe enterprises.
Industrial meta universe will be an important entry point. The enterprises in Huangpu District have taken the lead in applying the core technologies of meta universe such as digital twins to the industrial digital transformation. The industrial meta universe is the key entry point for the development of meta universe in Huangpu District and also an innovation test field. We believe that the "10 articles of meta universe" will give full play to the characteristics of meta universe as the integrator of core technologies of digital economy such as cloud computing, edge computing, 5g and digital twin, enable the industrial manufacturing industry in the region and create an "industrial meta universe".
"Yuan universe 10" helps the characteristic areas form a chain linkage. At the talent level, the "ten articles of yuancosmos" specially set up the item of "increasing talent drainage", which gives talents purchase subsidies of up to 5 million yuan, 3 million yuan and 2 million yuan. At the same time, the district's leading talent project covers yuancosmos and other related industries. We believe that the talent introduction policy of yuancosmos is expected to help explore and build a talent introduction platform, match and connect talents in different fields and industries, and develop the bottom construction of yuancosmos from the source of technology. At the industrial level, the construction of Guangzhou artificial intelligence and digital economy pilot zone is stepping up. In the future, the development of yuanuniverse industry in the zone will form an organic integration with the original area, implement dislocation planning in spatial layout and chain linkage in industrial development.
Investment advice: we believe that companies with first mover advantages in traffic and content are expected to benefit first. The 35 (yuanuniverse content creation + IP Ecology), Bluefocus Intelligent Communications Group Co.Ltd(300058) / Three'S Company Media Group Co.Ltd(605168) (virtual human).
Risk tip: the development and application of metacosmic technology are not as expected; Policy support was less than expected.
