With the peak of hardware sales such as smart phones and video and game traffic, the mobile Internet has also ushered in a mature stage, and the industry urgently needs to explore new growth space. We believe that the meta universe may be the form of the next generation Internet (or called Quanzhen Internet / Web3.0). Compared with the upgrading of PC Internet by mobile Internet, the meta universe may have more dimensions of interaction and integration of real and virtual worlds than mobile Internet, which can not only meet people’s spiritual needs, but also greatly improve labor productivity. Metauniverse needs to develop simultaneously with the improvement of chip computing power, the popularization of software design engine, the convenience of VR / AR and other interactive devices, and the continuous enrichment of overlay blockchain technology and application ecology, so as to gradually approach the ideal form.
We believe that for virtual people, (1) idol virtual people can not only make the company have trademark rights and brand value, but also make the creative process of film and television entertainment industry more scientific and standardized; (2) Service virtual human not only improves the richness of interaction, but also greatly reduces the cost of human use; (3) Identity virtual human will become the identity mark that everyone will have in the era of meta universe. With the rapid development of virtual human technology, the valuation of film and television entertainment, advertising and customer service industries will be improved. Recommended subject Bluefocus Intelligent Communications Group Co.Ltd(300058) , recommended attention Beijing Jetsen Technology Co.Ltd(300182) , etc.
We believe that (1) for online exhibitions, richer details and rendering effects will make the online exhibition effect closer to offline, and people will gradually accept the form of online exhibitions, which expands the accessible population of the exhibition industry and the scale of relevant markets; (2) Online display will improve the efficiency of communication, such as VR house viewing and other functions launched by housing agents, so as to understand the housing information faster and more comprehensively than drawings and photos; (3) Online exhibition will also enrich the content of virtual space. With the development of the epidemic for people’s online habits, online exhibition will also usher in a period of rapid development. Recommend Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , and it is recommended to pay attention to Cubic Digital Technology Co.Ltd(300344) , S.P.I Landscape Design Co.Ltd(300844) , etc.
Risk tips: technical risk, policy supervision risk, legal risk and speculation concept risk.
