What's the analysis of the concept stocks of the meta-universe
In this year, the meta-universe suddenly came into everyone's field of vision, and the meta-universe became popular, and many technology giants laid out the meta-universe one after another. So what are the concept stocks of the meta-universe? Let's take a look at it together. The following is what the meta-universe concept stocks brought to you by Xiaobian. I hope you like them!
what are the strands of the concept of meta-universe?
1. Roblox(RBLX.N): the largest concept stock in the meta-universe, the game UGC platform; As a UGC platform, Roblox provides games to players, and at the same time, it also provides a developer editor for creating games, allowing players to make their own games and upload them, and share them with the platform. And when the game participants are also game developers, and the game platform is built by all participants, the game can really have massive content and approach the real world.
2. Unity(U.N): A world-leading game engine company, which can be used to create, operate and realize any real-time interactive 2D and 3D content. Its supporting platforms include mobile phones, tablets, PCs, game consoles, augmented reality and virtual reality devices.
3. Activision Blizzard (ATVI.O): The largest game developer and publisher in the world, with a series of top game IPS such as World of Warcraft and Watch Pioneer.
4. WIMI. O: On April 1, 2, WIMI. O officially landed on NASDAQ with an issue price of $5.5, and officially became the "first share of holographic AR". The revenue of Weimei Holography includes AR advertising service revenue, AR entertainment revenue and semiconductor business revenue.
5. Goer shares: the global leader in hardware VR all-in-one OEM, and a first-class acoustic overall solution provider. The main business is based on the precision manufacturing of consumer electronics, mainly engaged in the research and development and manufacturing of acousto-optic precision components, intelligent acoustic complete machines and intelligent hardware. The operating income of the interim report was 3.288 billion yuan, up 94.49% year-on-year, and the net profit was 1.731 billion yuan, up 121.71% year-on-year. The unexpected growth of VR business drives
6. Zhongqingbao: The company's game "Shenchu Burning House Brewer (Brewer Master)" takes the simulation of operating "Jinsha Ancient Wine Winery" as the gameplay, manages the virtual real world in the game world, and relies on the meta-universe-related technologies such as blockchain, cloud games, computing power and social interaction to build a meta-universe.
7. Guoguang Electric Appliances: The main products of the company's audio and electro-acoustic business are mainly used in wearable products (such as VR/AR). In the past 21 years, the hardware and software market involved in VR/AR has experienced explosive growth, and the concept of meta-universe has become a symbol of the maturity of the whole ecology.
8. Goer shares: the leading supplier of consumer electronic components and complete machines in China; The company has laid out VR/AR business for a long time. At present, its market share in the field of high-end VR/AR equipment OEM is close to 8%, and its customers include Facebook, Sony, etc.
9. Baotong Technology: The company has a wholly-owned subsidiary, Hainan Yuan Universe Technology Co., Ltd., which focuses on the business of AR/VR/MR, robots, sensors, new energy mining cards, high-end equipment and other growth industries. Harshiqi, a subsidiary of Harshiqi, is the top provider of AR/VR content research and development and solutions in China, and has deep business cooperation with Huawei and Tik Tok.
1. Hypergraph software: The company has supported the VR helmet equipment of OculusRift and HTCVive for 17 years, and the company's GIS is the key technology of "geographical location" in providing complex and diverse models and data in three-dimensional space, which is the basic chassis of the true geographical space of the meta-universe.
growth performance growth.
what exactly is the metauniverse so hot?
It originated from the science fiction Avalanche written by American science fiction writer Neo Stevenson in 1992. In the book, Stevenson described a network world parallel to the real world-metaverse. All people in the real world have a network member in Metaverse. The Metaverse written by Stevenson is a new form of the Internet in the next stage after realizing virtual reality.
metaverse consists of two words, Meta stands for Meta and universe stands for Universe. Together, it is the concept of "Metauniverse", that is, on the basis of high-speed communication (5G), through VR, AR, IOT of the Internet of Things, cloud computing, artificial intelligence chips, edge computing and other technologies to create a parallel world of the real world, a virtual world. There are various life scene applications (including games, payment (blockchain-related technologies, NFT, DAO, smart contracts, DeFi, etc.), education, etc.), and there are various activities in this virtual world, which is similar to the activities of people in reality. Move to the virtual world.
At present, there are three main types of A-share speculation: game companies, AR/VR companies and meta-universe related technology companies.
The theme leader is Zhongqingbao, from 8 yuan in early September to 37 yuan. In addition, the industry has benefited from AR/VR equipment. The representative stock is Goer, which should be a relatively authentic Meta-Universe company in the A-share market. There are also some other consumer electronics companies. Because Meta-Universe involves many industries and many related companies, they will often switch between the hype industry and the leader. Some companies will make announcements, for example, concerning Meta-Universe.
judging from so many A-share companies, it is Goer's companies that do VR/AR equipment that may really affect their performance in a few years, and most of them are basically conceptual hype.
VR/AR
Goer shares: The market share in the field of high-end VR/AR equipment OEM is close to 7%.
Yishang exhibition: mainly engaged in exhibition services (VR, AR shopping).
jiachuang video: the company authorizes Huawei VR platform to sell VR content.
meisheng culture: cooperate with the leading domestic AR and VR content creators and publishers, Chuanghuan Technology and Super Captain of VR offline experience interactive platform.
Guoguang Electric: The interactive platform said that the acoustic module of Meta (formerly Facebook)VR products was produced by the company.
New national pulse: Integrate to create a product matrix of meta-universe, such as cloud VR/AR, digital twins, cloud games, XR digital culture, XR entertainment space, etc.
Longli Technology: The company's Mini-LED technology has achieved a breakthrough in the research and development of VR applications.
baotong technology: Hainan yuan universe, a wholly-owned subsidiary of the company, mainly develops AR/VR/MR layout.
crystal photoelectric: the company has relevant technical reserves for new display technologies such as AR, VR and Mr.
wanxing technology: the company conducts independent research and development in AI and actively explores AR/VR/ metauniverse technology.
Changxin Technology: The company provides the latest VRQuest2 display module for Facebook, and also provides VR head display module
2 for domestic VR giants, and the first version (H5 version) corresponding to
Zhongqingbao: Zhongqingbao's "Master Brewer" is expected to be completed in March 22 and officially opened to the public.
tianxiaxiu: the social product "Honnverse" developed by the company is currently in the testing stage.
century huatong: LiveTopia, a meta-cosmic game developed by the company, landed on Roblox platform, the largest meta-cosmic community in the world.
god entertainment: page tour and hand tour.
day boat culture: Cloud game.
perfect world: the leader of film and video linkage.
Caesar culture: cloud game.
kaiying network: page tour and hand tour.
Tom Cat: Cloud game, VR game.
Kunlun Wanwei: a hand tour.
palm fun technology: mobile games.
xunyou technology: online game accelerator.
shengtian network: cloud games and mobile games.
Fuchun shares: mobile games.
splendor entertainment: cloud games, mobile games.
sanqi mutual entertainment: cloud games and mobile games.
giant network: online game.
3.
Metauniverse Technology
Danghong Technology: The company's interactive platform said that Danghong Technology has been committed to ultra-low delay coding technology and products, providing basic guarantee for real-time interaction of Metauniverse information transmission.
Huichang Communication: The company's 3D cloud video is an exploratory product for the business meta-universe, which initially meets users' vertical scene applications in AR/VR, digital medical care, digital twinning and industrial Internet.
shunwang technology: at present, the company has more than 1, high-computing GPU servers in commercial operation, and provides cloud computer services to more than 8, users on the Internet, and empowers Metaverse with superior technology and innovation.
digital video: the company's accumulation in video, compression and encoding and decoding for more than 2 years enables the company to provide the underlying basic technology with high-rate lossless compression and encoding and decoding of ultra-high-definition video as the core. It can provide a technical cornerstone for the large-scale application of the metauniverse.
In the first year of the metauniverse,
Roblox, the first game platform of the metauniverse, was listed in the United States in March. After three months of listing, the market value of Roblox soared to 5 billion US dollars, 12 times higher than the valuation of 4 billion US dollars a year ago. Roblox not only provides games for players, but also provides tools for players to create their own games for free.
In May, Microsoft CEO Nadella said that the company was working hard to build an "enterprise metauniverse".
In June, Shanghai Anyimen Technology Co., Ltd., an affiliate company of Soul, applied for a trademark related to "Young People's Social Metauniverse";
in June, Chongqing iqiyi intelligent technology co., ltd. also applied for registration of trademarks such as "Adventure Meta Universe";
In July, Zuckerberg said that MetaUniverse will be the "successor" of the mobile Internet, and he believed that Facebook would "change from a social media company to a MetaUniverse company" in the next five years.
in July, Beijing dajia internet information technology co., ltd., an affiliated company of Aauto Quicker, applied to register several trademarks of "Aauto Quicker yuan universe";
On July 3th, 21st, the first Meta-Universe Summit Forum was held in Beijing, and experts discussed the new prospect of Meta-Universe.
In September, Tencent applied to register trademarks such as QQ Meta-Universe, Rubik's Cube Meta-Universe, Peace Meta-Universe and Elite Meta-Universe. In September, Tencent has applied to register nearly 1 trademarks related to the universe, including "King Universe", "Sky Dollar Universe", "Anti-war Universe" and "Tencent Music Universe".
On September 9, Beijing Indulge Forward Technology Co., Ltd., an affiliate company of Water Drops, applied to register a number of trademarks related to "Water Drops Universe". The international classification involves advertising sales, communication services, education and entertainment, etc. At present, the trademark status is "pending substantive examination".
On September 13th, Nubian Technology Co., Ltd. applied to register a number of trademarks of "Red Devil Universe", the international classification involves scientific instruments, advertising sales, education and entertainment, etc. At present, the trademark status is all under application.
On September 15th, LI affiliated enterprise Beijing Chehejia Information Technology Co., Ltd. applied for the registration of trademarks such as "Meta Universe" and "Ideal Meta Universe". The international classification involves transportation, machinery and equipment, fuel and grease, etc. At present, the trademark status is "trademark application in progress".
on September 3th, the trademark of "ByteDance Meta Universe" was applied for registration by a company in Qingdao, which was internationally classified as a scientific instrument, and the current trademark status is under application. At the same time, the company also applied for the registration of trademarks such as "Alibaba Meta Universe", "Netease Cloud Meta Universe" and "Mihayou Meta Universe".
on October 29th, Facebook officially changed its name to "Meta", which originated from "Meta Universe"
On November 2nd, Netease (Hangzhou) Network Co., Ltd., Guangzhou Netease Computer System Co., Ltd. and other Netease affiliated companies applied for registration of trademarks such as "Netease Meta Universe", "Thunder Fire Meta Universe" and "Fuxi Meta Universe", and the international classification involved advertising sales, education and entertainment, and websites.
On November 2nd, Xinhua News Agency published "What is the Metauniverse, and what kind of" parallel world "will it give birth to? 》。 According to the article, the 2-21 yuan Cosmic Development Research Report recently released by Tsinghua University New Media Research Center holds that 2 years is the critical point of the virtualization of human society, paving the way for 21 years to become the first year of the meta-universe.
in November, Baidu also started to act. Baidu Online Network Technology (Beijing) Co., Ltd. applied for the registration of the "metaapp" trademark. The international classification involves website services and scientific instruments. At present, the trademark status is under application.
on November 2nd, Microsoft announced at the Ignite conference that it planned to turn its chat and conference application, MicrosoftTeams, into a metauniverse.
on November 5th, Luo Yonghao released Weibo's statement that "the next startup project is a so-called meta-universe company" and rushed to hot search.
On November 11th, the Meta-Universe Industry Committee of China Mobile Communications Federation
On November 12th, at the China Telecom's 5G Innovation and Application Cooperation Forum, New Guomai, a subsidiary of China Telecom, announced the strategic layout of the Meta-Universe and launched the "Pangu Plan" for 22 years.
On November 15th, Electric Soul Network: The company registered related trademarks such as "Electric Soul Meta-Universe" and "Dream Three Kingdoms Meta-Universe"
On November 17th, how popular was Meta-Universe? The course of 29.9 yuan sold 1.6 million related books in 1 days, occupying the first place in the best-selling list
On November 17th, the Meta-Universe course began to "cut leeks"? People have made millions
On the morning of November 18th, Zhangjiajie Meta-Universe Research Integration Development Seminar and the opening ceremony of Zhangjiajie Meta-Universe Research Center were held at Wujiayu Ticket Station of Wulingyuan District Big Data Center, and Zhangjiajie became the first scenic spot in China to set up a Meta-Universe Research Center.
On November 19th, People's Daily commented: Look at the current meta-universe craze rationally
On November 19th, Xinhua News Agency published "What is the meta-universe? Why pay attention to it? -decoding the meta-universe.
as of November 17th, China has applied for 4,368 "Meta Universe" trademarks, involving 689 companies. Among them, 4,366 applications were made in 21 years, involving 688 companies. In other words, 99.9% of the "Meta Universe" trademarks were registered in 21 years. On a monthly basis, in September this year, * * * applied for 1995 "Meta Universe" trademarks, and in October, * * * applied for 1515 "Meta Universe" trademarks, which was the peak month of this year's application.
21 "Meta Universe" liquor trademarks have been applied for, but none of them have been successfully registered.