VraR virtual reality: the concept of meta universe was written into the local “14th five year plan” for the first time
In terms of key data, the upstream and midstream industry indexes of VraR rose by 7.42% and 1.82% respectively in December, winning the gem continuously; The proportion of steam platform VR active users remained at 1.93%, an increase of 0.09% over the previous month. Based on this, it is estimated that the number of VR active players on the platform in December was about 2.316 million. The growth rate of VR applications on the content side was 12.95%, and the growth rate continued to narrow; In terms of changes in industrial capital, China had a large number of investment and financing in December, and Weiling era, a cloud game service provider, completed round B financing of RMB 400 million; In terms of events and policies, the 14th five year plan for the development of Shanghai’s electronic information industry was released, which proposed to “strengthen the forward-looking research and development of the underlying core technology and basic capabilities 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”. The concept of the meta universe was written into the local 14th five year plan for the first time; The Ministry of industry and information technology issued the National Informatization Plan for the 14th five year plan, which proposed to build a ubiquitous digital infrastructure system of Zhilian and enrich 4K / 8K, virtual / augmented reality (VR / AR) and other new multimedia content sources in the fields of education, sports, media and entertainment.
Central bank digital RMB: the pilot app is officially launched, and the test speed is expected to be accelerated
In terms of key data, the tracking index of the central bank’s digital currency issuance and circulation encryption end rose by 6.34% and 1.53% respectively in December, surpassing the benchmark of the gem; On January 4, 2022, the central bank’s internal beta digital RMB app, which we had previously exclusively tested and tracked, was officially launched in IOS and Android application mall. Compared with the internal beta version, the new version added Weizhong bank as a supporting bank and more than 10 wallet apps; In terms of events and policies, on January 6, the general office of the State Council issued the notice on printing and distributing the overall plan for the pilot of comprehensive reform of market-oriented allocation of factors, which clearly “supports the pilot use of digital RMB in retail transactions, living payment, government services and other scenarios”.
Third generation semiconductor: the downstream demand is good, and the sales of electric vehicles using SiC remain high
In terms of key data, the third generation semiconductor industry index fell slightly by 1.62% in December, which was the same as that on the gem; The downstream demand side continued to rise. The sales volume of Tesla Motors in China using SiC Power Devices fell slightly, but continued to remain high. The sales volume of Byd Company Limited(002594) · Han increased month on month for 9 consecutive months, reaching a new record; In terms of changes in industrial capital, there was not much financing in December. On December 16, the core Long March, a new power semiconductor device design, R & D and packaging manufacturing enterprise, completed a round C financing of 500 million yuan. In terms of events and policies, CRRC Zhuzhou Crrc Times Electric Co.Ltd(688187) released China’s first independent silicon carbide new energy vehicle electric drive system on December 26. In addition, a number of gallium nitride fast charging products were launched in December.
The tracking and analysis of four-dimensional system is expected to be an explosive science and technology frontier
Industry observation is an important part of industry comparative research launched by Hua’an strategy team. It aims to focus on the meso industry dimension, from the perspective of excess return, select industries with comparative advantages for continuous tracking and in-depth mining through top-down combing and research.
As the core direction of industrial observation, science and technology frontier takes the future oriented and innovation driven as the main line. According to the recent investable value of the secondary market, it is divided into three categories: basic exploration (class I), gradual application (class II) and expected explosion (Class III). The investment value is low, medium and high in turn. We plan to establish different tracking and research systems and frameworks for three different scientific and technological frontiers. For the “expected outbreak category”, we have established a four-dimensional tracking system of key data changes, industrial capital changes, inventory of hot events and evolution of relevant policies, trying to capture its investment value on the eve of its outbreak.
As the sixth chapter of “expected explosion” in science and technology frontier, it first briefly introduces the four-dimensional tracking framework, and then promotes the four-dimensional tracking, research and analysis in three directions: VraR virtual reality, third-generation semiconductor and digital currency of the Central Bank of China.
Risk tips
The development of the industry is less than expected; Data change tracking is not timely; Adjustment of index sample target
