Portfolio: I, Mango Excellent Media Co.Ltd(300413) , Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Perfect World Co.Ltd(002624) , Focus Media Information Technology Co.Ltd(002027) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Visual China Group Co.Ltd(000681) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Alpha Group(002292) , Zhejiang Huace Film And Tv Co.Ltd(300133) . Two, benefit groups, fast hands, Tencent, Kwai Chuang, Chuang Meng world. 3、 Beijing Enlight Media Co.Ltd(300251) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) , Guangzhou Wahlap Technology Corporation Limited(301011) , Ireader Technology Co.Ltd(603533) , China Film Co.Ltd(600977) .
Investment theme: Digital man, arvr, game meta universe, exhibition, long video platform, ladder media, etc.
Beneficiary targets: overseas companies include Netease, reading group, BiliBili, bubble mart, ZuLong entertainment, China Mobile Games, Baiao family interaction, chizicheng technology, etc. Games Kingnet Network Co.Ltd(002517) , Hangzhou Electronic Soul Network Technology Co.Ltd(603258) , Wuxi Boton Technology Co.Ltd(300031) , Shanghai Yaoji Technology Co.Ltd(002605) , Giant Network Group Co.Ltd(002558) , Zhejiang Century Huatong Group Co.Ltd(002602) , Wanda Film Holding Co.Ltd(002739) , Cubic Digital Technology Co.Ltd(300344) , etc.
Investment suggestion: the regulatory guidance of the Internet is being implemented in an orderly manner. Looking forward to 2022, we can strengthen the configuration of media interconnection
Antitrust and data security are important variables in the development of the Internet. We believe that this round of supervision has been basically implemented in an orderly manner, and the industry has developed orderly and standardized under Antitrust and data security. Looking forward to 2022, we should gradually strengthen the allocation of media Internet and grasp the era of meta universe. From the listing of roblox, the first stock of metauniverse, to the renaming of Facebook to meta, Microsoft released the enterprise metauniverse, NVIDIA continued to invest in metauniverse in technology, and then put forward the Quanzhen Internet from China Tencent, byte beating layout, VR track acquisition of Pico, Netease and Baidu released the metauniverse platform, and the establishment of the metauniverse Association. All walks of life have constantly discussed and understood the metauniverse. Metauniverse may be understood as the next generation Internet, which will generate different connections and experiences of time and space between people and things based on different terminals. The ultimate form will depend on the development of technology. At present, we believe that there are several directions that can be grasped around the meta universe. First, new hardware terminals and consumer arvr devices can be compared with the situation of mobile phones; Second, the new operating system or operating platform built on arvr devices, represented by Microsoft, Google, apple, wechat and other platform companies; Third, in addition to the transferred entertainment and enterprise industrial applications, or new applications with a volume of 100 million will be generated, and the business model will be extended by changing the new interaction mode of connection and experience. Although the current industrial development is at an early stage, it is developing rapidly. Early investment should grasp the digital entertainment content that has the most performance support and is most likely to be transferred to the meta universe, such as digital assets and games, virtual people, exhibitions, etc.
Tencent plans to acquire VR equipment of black shark technology layout and Zhejiang Huace Film And Tv Co.Ltd(300133) establish a new business department of yuancosmos
According to the 36 krypton news on January 10, Tencent plans to acquire Black Shark technology, which was originally a hardware manufacturer dominated by game phones. If the acquisition is completed, the overall business will turn to VR devices, with Tencent providing content and black shark providing VR hardware, which is a key step in Tencent’s similar hardware layout. On January 9, Zhejiang Huace Film And Tv Co.Ltd(300133) announced the adjustment and upgrading of the existing organizational structure, including the establishment of a special new business department of yuanuniverse, the integration of copyright businesses such as Jiayun society, olive and drama alliance into copyright start-up companies, the construction of a high-tech digital film and television entertainment material operation platform, parallel with film and international business, and seizing new opportunities in the digital era. We believe that the exploration layout of the meta universe will continue to grasp opportunities such as hardware terminals, digital assets and games. The beneficiaries include Tencent, Netease, Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Visual China Group Co.Ltd(000681) , Zhejiang Huace Film And Tv Co.Ltd(300133) , Ireader Technology Co.Ltd(603533) , etc.
Shanghai Economic and Information Technology Commission proposes to lay out yuanuniverse in 2022 to usher in the Spring Festival and Winter Olympics, which should pay attention to relevant opportunities
On January 8, the Party committee of Shanghai economic informatization and the municipal economic informatization Committee held a meeting to plan the industry and informatization work in 2022. The meeting proposed to layout the new track of meta universe, develop application scenarios, cultivate key enterprises, and mentioned to speed up the layout of the new track of digital economy, closely follow the urban digital transformation, accelerate the development of digital commerce industry, 5g industry and online new economy, and promote and support the development of meta universe from the two directions of grass-roots technology construction and application scenarios. With the Winter Olympics and Spring Festival approaching, we think we should pay attention to relevant investment opportunities, such as winter Olympics gifts, Winter Olympics sportswear and Winter Olympics sports broadcasting; The Spring Festival archives should pay attention to the production companies and cinema companies with key exhibitions. The beneficiary objects are Mango Excellent Media Co.Ltd(300413) , Beijing Enlight Media Co.Ltd(300251) , China Film Co.Ltd(600977) , Wanda Film Holding Co.Ltd(002739) , Zhejiang Huace Film And Tv Co.Ltd(300133) , Alpha Group(002292) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , China Sports Industry Group Co.Ltd(600158) , etc.
Risk tips: repeated epidemic, less than expected technological development, goodwill risk, changes in regulatory policies, etc.
