On January 14, the virtual digital human concept leader Beijing Jetsen Technology Co.Ltd(300182) 20cm rose. According to the data of the dragon and tiger list, on the same day, foreign capital led a large number of purchases, and institutions and hot money also scrambled to raise funds.
On the news side, the concept of virtual digital human continues to heat up recently, and many institutions report and predict that virtual digital human will be a highly deterministic investment track in the meta universe field in 2022.
various funds rush to raise
CSI Taurus app data show that the stock price of Beijing Jetsen Technology Co.Ltd(300182) has adjusted continuously recently. However, on January 14, Beijing Jetsen Technology Co.Ltd(300182) rose all the way after the opening, and a large number of bills suddenly appeared near the afternoon, and the stock price rose strongly. As of the close, Beijing Jetsen Technology Co.Ltd(300182) was reported at 7.01 yuan / share, up 20.03%, with a turnover of 3.78 billion yuan and the latest market value of 18.05 billion yuan. There are still 142700 hands on the daily limit, which is evident in the enthusiasm of funds.
According to the data of the after hours dragon and tiger list, the top five seats in the purchase amount on that day bought about 510 million yuan, accounting for 13.49% of the total turnover; The top five business departments with the largest sales amount sold a total of 343 million yuan, accounting for 9.08% of the total turnover. Data show that among the 54 rising dragon and tiger stocks on the same day, the largest net purchase of funds was Beijing Jetsen Technology Co.Ltd(300182) , with a net purchase of 167 million yuan, accounting for 4.41% of the total transaction amount.
It is worth noting that the Shenzhen Stock connect special account located at buy one bought 203 million yuan on the same day, sold 30.98 million yuan, and the net purchase amount was 172 million yuan; The institutional seats located in Maier also bought 95.1355 million yuan, sold 22.8951 million yuan, and the net purchase amount was 72.2404 million yuan. In addition, China Galaxy Securities Co.Ltd(601881) securities business department in Fengqi Road, Hangzhou and Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, which are located in buy three and buy four seats, bought 77.5875 million yuan and 69.8378 million yuan respectively. In contrast, Huaxin Securities Shanghai Branch, which has always been active in hot money, ranked fifth, with a purchase amount of 58.255 million yuan on the same day.
accelerate the layout of virtual digital man
Statistics show that Beijing Jetsen Technology Co.Ltd(300182) is the leader of China’s new media copyright operation and the provider of overall audio and video solutions.
On the news side, recently, Yuanyu technology, the company’s virtual IP operator, created a meta universe split virtual image based on Chen Lu, the first world champion of Chinese flower skating and the “ice butterfly”. At the same time, the company also released the virtual digital man “Miao Jiangtian”, and plans to explore the realization mode in the fields of commercial endorsement, live broadcast, short video and so on.
Recently, the company also replied to investors’ questions on the interactive easy platform, saying that its participating company Shiyou technology will provide virtual technology support for the live broadcast of the opening ceremony of the Winter Olympic Games. According to its introduction, Shiyou technology focuses on the R & D and application of real-time virtual technology. The independently developed puppeter virtual factory system is the first real-time virtual content production and virtual IP creation platform in China. It is at the leading level in the field of real-time digital people and fast animation production, and has become the preferred technology provider for head brands and platforms such as Tencent, tmall and JD.
virtual digital human concept warming
In 2021, virtual people such as “Liu Yexi”, “ayayi” and Hua Zhibing became popular overnight. Since this year, the concept of digital virtual human in the capital market has continued to heat up. The virtual human “Deng Lijun” made a stunning appearance at the New Year Concert of Jiangsu Satellite TV, and Cui Xiaopan, the first virtual employee of Vanke Group, brushed the screen in the circle of friends. In addition, the news of virtual human, holographic, AR and other technologies or their extensive use at the opening ceremony of the Beijing Winter Olympic Games also attracted attention from all walks of life.
According to relevant reports, virtual people can be subdivided into service type and identity type according to industrial applications. Identity type mainly refers to virtual idols, while service type mainly refers to the virtual images of some types of work, such as virtual anchor, virtual customer service, etc. Because virtual human can bring rich content and immersive experience, rich application scenarios and faster commercialization, it is predicted by the agency as a track with high certainty in the meta universe field in 2022.
Changjiang Securities Company Limited(000783) according to the latest research report, with the catalysis of industrial trend, the virtual human industry begins to enter an acceleration period and is ushering in an industry opportunity period. In addition, Zheshang Securities Co.Ltd(601878) also indicates that among the three major investment directions of metauniverse, NFT, virtual human and AR / VR, virtual human has better investment opportunities.
