Near the Spring Festival, some people are still busy with the "Fairy Spirit" of the yuan universe.
On January 17, the Shenzhen stock exchange sent a letter of concern to Guoguang Electric Company Limited(002045) because of doubts about whether Guoguang Electric Company Limited(002045) has the concept of rubbing yuan universe hot spots and misleading investors.
and "own company" enter metauniverse
the market response is very different
On January 16, Guoguang Electric Company Limited(002045) disclosed that in order to promote the sustainable development of the company and improve the layout of the company in the meta universe field, the company plans to jointly invest and establish a joint venture with Genimous Technology Co.Ltd(000676) and zhidu Group Co., Ltd., focusing on promoting social game projects based on VR environment and digital art meta universe community projects.
Guoguang Electric Company Limited(002045) and Genimous Technology Co.Ltd(000676) and zhidu group belong to "one family". Genimous Technology Co.Ltd(000676) , zhidu group and its persons acting in concert hold 140 million Guoguang Electric Company Limited(002045) shares, accounting for 30% of the total share capital of the company, and are the largest shareholder of the company; Genimous Technology Co.Ltd(000676) directly holds 53.85 million shares of the company, accounting for 11.50% of the total share capital of the company; Zhidu group is the indirect controlling shareholder of Guoguang Electric Company Limited(002045) .
The registered capital of the joint venture is 20 million yuan, which is contributed in cash. The proportions of Guoguang Electric Company Limited(002045) , Genimous Technology Co.Ltd(000676) and zhidu group in the registered capital of the joint venture are 10%, 48% and 42% respectively.
The attention letter requires Guoguang Electric Company Limited(002045) to explain the relevance between the company's existing business and metauniverse, the development of relevant existing business, the proportion of revenue and profit, the specific role and cooperation form in the joint venture. In addition, for the proposed subscription of 2 million yuan and the small subscription amount, it shows whether the company has rubbed the hot concept of "Yuan universe" and misled investors.
It is worth noting that the Shenzhen Stock Exchange also issued a letter of concern for the other party of this cooperation - Genimous Technology Co.Ltd(000676) . Statistics show that Genimous Technology Co.Ltd(000676) main businesses include Internet media, digital marketing and new retail, private brands, blockchain, Internet finance, etc., and has corresponding technologies in the fields of Internet search, big data, AI, IOT, blockchain, etc.
Two days after the announcement of the joint investment of yuancosmos, the market reacted very differently to the two companies. As of the closing on January 18, Guoguang Electric Company Limited(002045) fell by 3.54% on the same day and 0.28% in the past two days; Genimous Technology Co.Ltd(000676) in the first trading day, the limit was directly increased, and the highest increase was more than 5% in the second day, with a cumulative increase of 10.08% in the two days. In this regard, many Guoguang Electric Company Limited(002045) investors said that "they wanted to rub the heat but did not rise" and "they really spent 2 million yuan to rub the hot spot".
how much "vitality" is there
is it "real speculation" or "false future"
In the recent investor research meeting, Guoguang Electric Company Limited(002045) said that the audio and electroacoustic business is still the key business for its future development. Under the trend of intelligence and Internet of things, the company can more widely cut into the AI + IOT ecosystem, obtain high-quality customers, and strive to achieve the strategic goal of 10 billion yuan of sales within three years.
For the project investment of metauniverse, Guoguang Electric Company Limited(002045) said that the company has 70 years of rich production experience in speakers and a team of nearly 800 R & D personnel. Its independently developed sound enhancement algorithm, Bluetooth module and other technologies have been fully recognized by customers. At present, the company supplies acoustic modules for VR equipment, VR is its key development direction, and there are plans to carry out VR / AR machine production business in the future. As the hardware entrance of metauniverse, Guoguang Electric Company Limited(002045) experience in VR equipment will help the development of the joint venture project.
However, the actual effect of this investment is the focus of many investors. According to the announcement, the specific project contents of the social game and digital art meta universe community based on VR environment are "panoramic immersive real person interaction required for various script plots with VR terminal as the main entrance in the early stage" and "virtual exhibition with multiple art themes after the integration of online and offline virtual and real scenes".
\u3000\u3000 "At present, there are many game companies in China, but in fact, the meta universe elements in China's meta universe games are not complete, especially in the meta universe economic system. Even if the technical problems are solved, there are many problems such as supervision, which make it difficult for the meta universe game project to land. For the meta universe external equipment VR, which has been hyped since 2014, the current market sales volume has reached the bottleneck, which is pushing forward It was not successful. In the absence of the application scenario of meta universe games, the popularization of VR content is more urgent. Therefore, the possibility of the company's success in cutting into the project from hardware remains to be discussed. The entry point of yuancosmos should be games. At present, there are still many things to straighten out in China's yuancosmos track. " Pan Helin, member of the information and communication economy expert committee of the Ministry of industry and information technology and executive director of the Digital Economy Research Institute of Zhongnan University of economics and law, told the Securities Daily.
"Although VR / AR equipment, as hardware, is the main access equipment in the first phase of metauniverse, it now has the ability to realize the initial realization of metauniverse. However, the metauniverse industrial chain covers a broad space from the experience scene to the underlying technology; at this stage, it is still in an early stage, and investors should treat it rationally." Li Youfu, a partner of Shenzhen Qianhai Julong investment, told the Securities Daily.
