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What are the meta-cosmic stocks of the digital economy in 2023?

What are the meta-cosmic stocks of the digital economy in 2023?

The metauniverse is called the future Internet, or the third generation Internet. We know that the first generation of the Internet is the PC era, the second generation is the mobile Internet, and the third generation of the Internet is based on the collection of big data, Internet of Things, cloud computing, artificial intelligence, virtual reality and augmented reality, blockchain, etc. What are the metacosmic stocks of the digital economy in 2023?

The Future Development Trend of Hyperuniverse

With the development of the meta-universe, digital virtual human has become a research hotspot. For example, digital people are becoming more and more popular in the field of media production, and media AI technology will further reduce the barriers to digital people's creation and application. Metauniverse may become the next export of communication and application.

In the future, the metauniverse will become an important pillar for all countries and cities to develop digital economy. Accelerate the development of meta-universe and accelerate the independent innovation of core technologies. Now all cities are actively laying out the metauniverse, and the transformation of the metauniverse will also bring new challenges to many industries.

AI and XR will become the core elements of the hyperuniverse that promotes transformation.

PricewaterhouseCoopers is full of expectations for the development of VR (Virtual Reality). At present, PricewaterhouseCoopers has used it for entry, training, workplace collaboration, customer experience and so on. However, besides VR, there are many ways to enter the metauniverse, such as from AR (augmented reality) devices to laptops and smartphones.

At the same time, PricewaterhouseCoopers believes that AI (artificial intelligence) will be a basic but still revolutionary technology. AI can be trained from a large number of data and simulations, such as how digital avatars trade, how to play or work, how to interact with brands, and so on. AI can even let those who have no technical experience create an immersive virtual world.

Just as users can design web pages without becoming programmers, users can create meta-spaces without becoming professional technicians. In the future, AI can further empower the "digital people (12.490, -0.3 1, -2.42%)" industry, and even make "digital people" realize interactive experiences similar to real people.

Undeniably, new problems are constantly emerging in the development of AI, including potential prejudice, deep fraud and abuse. They will lead to new compliance challenges, and as a coping strategy, relevant departments will also introduce new regulations for AI.

In the era of meta-universe, the development of AI is to develop safer and more compliant technologies. AI will act according to the set rules and more generally become a benign lever between upgrading data strategy and governance. After all, most companies are not only not ready to use AI to make full use of data opportunities in the metauniverse, but also are not fully aware that they can find potential value from existing data.

China Unicom: Releasing Meta-strategy

Recently, at the 2023 China Unicom Partner Conference, China Unicom released the Meta-Universe Strategy, established the Meta-Universe Innovation Industry Alliance, and released the White Paper on Meta-Universe Technology Innovation and Industrial Application.

It is understood that China Unicom's metacosmic strategy mainly covers three levels: strong foundation, large platform and ecological agglomeration. Strengthen the foundation, temper the seven engines, build the base of the meta-universe, build the digital information infrastructure and operate the national team. Innovate with integrity, build a meta-cosmic platform, promote industrial development, and be the main force in building a network power, a digital China and a smart society. Integrate and open up, aggregate industrial alliances, create a new industrial ecology, and be the vanguard of digital technology integration and innovation.

China Unicom said that in the future, it will build seven engine bases of network, computing power, AI, data, digital identity, 3D and XR, and build an integrated platform from base to application, so as to fully realize the deep coupling of cloud network capability, platform capability and X application capability, and drive the all-round development of the industry.

At the same time, based on platform capabilities and industry alliances, it will provide five open capabilities: intelligent computing center, intelligent OS, intelligent image, intelligent creation and content creation, which will help the rapid development of the meta-universe industry. Based on the technical capabilities of the platform and engine, we will launch full-scene meta-universe products and services with full 3D, digital avatar, XR interaction and digital space.

In addition, on the application level, China Unicom focused on the scene landing, and made great efforts to create a series of metauniverse product applications and solutions: in the field of communication metauniverse, it launched metauniverse calls, metauniverse conferences, digital human customer service, digital human secretary and other applications. In the field of Internet metauniverse, intelligent Internet, 3D Internet, virtual space, IPstore and other applications have been launched. In the field of digital culture meta-universe, it has launched scene solutions such as cultural travel, style, culture and education, cultural relics and cultural creation. In the field of industry meta-universe, solutions such as government affairs, party building and military affairs have been launched.

China Mobile: Leading the Establishment of Meta-Universe Alliance

At the 2023 China Mobile Global Partner Conference, Yang Jie, Chairman of China Mobile, mentioned Metauniverse many times. He said that China Mobile will develop products such as Dayun XR, financial technology, big data and security, and explore innovative applications of metauniverse, such as virtual digital intelligence and immersive entertainment. It will take the lead in building a computing terminal industry alliance and a meta-universe alliance to enrich the application of computing terminals and meta-universe.

Previously, Dong Xin, executive director and CEO of China Mobile, revealed that China Mobile had laid out the core areas and key links of the Hyperuniverse in advance, and was stuck in a new industrial level and key hub. "In the computing layer, the computing network built by China Mobile will become an important cornerstone of the construction of the metauniverse, supporting massive access, real modeling and interaction, and large-scale virtual content creation and experience. In terms of capabilities, China Mobile actively deployed artificial intelligence, blockchain, intelligent interaction and other technical fields, increased independent construction of core capabilities, embraced industrial chain partners, and cultivated high-quality capabilities and services. On the application layer, China Mobile focuses on the direction of Migu video, video color ring back tone, cloud game, cloud VR and cloud AR. And accelerated the layout of the content and application fields of the meta-universe. "

In terms of landing, Qatar 2022 and China Mobile, as rights-holding broadcasters, launched the meta-cosmic product Star Plaza and Constellation M around the World Cup IP in 2023, and applied leading technologies such as Digital Homo sapiens, XR Studio, 3D ball watching, VR ball watching, cloud games and AVS3 ultra-high definition codec to the ball watching interaction.

China Telecom: Building Digital People

China Telecom announced the strategic layout of the Meta-Universe early, aiming at creating a platform and content ecology of the Meta-Universe. Specifically, it is operated by its listed company, New Country Pulse. It is reported that the new country pulse relies on China Telecom's cloud-to-digital strategy, focusing on product research and development, content integration and application innovation, increasing the innovation of 5G services and terminals, promoting ecological cooperation such as Tianyi Ultra HD, cloud AR and cloud games, and helping the meta-universe scene to land quickly.

In June, 2023, the awarding ceremony of "Meta-Cosmic Industrial Capability Base" led by China Telecom Guangdong Branch was held in Guangzhou, marking the official establishment of the first operator-led Meta-Cosmic Industrial Capability Base in China.

With the rapid development of digital technologies such as 5G, artificial intelligence and virtual reality, virtual digital people will be more and more active in the public's field of vision, releasing more diversified market value and broadening the new track of digital economy development. At the just-concluded 2023 Tianyi Digital Technology Ecology Conference, the first virtual digital host Xiaoyi created by China Telecom made a wonderful appearance and attended the conference. Behind the birth of Xiaoyi, there are many technologies such as 3D modeling, hair making, bone binding, cloth calculation and dynamic operation.

As an important part of the Metauniverse industrial chain, it will be more and more popular to assist the government and enterprises to develop the emerging business of Metauniverse. For example, Ding Tao is a network computing data platform, which provides one-stop services such as Metauniverse, Digital Man and NFT for government enterprises. Relying on the underlying application development experience of blockchain, strong technical team and strong capital background, it aims to provide complete blockchain applications and digital solutions for featured products for B-side, and help IP brands enter the meta-universe.

Technology stocks rose collectively.

Today, the technology stocks represented by the digital economy have soared collectively, and the efficiency of making money in the market has exploded. From the perspective of industry performance, it is mainly the TMT industry of media, computer, communication and electronics (semiconductor); Conceptually, the pan-digital economy fields such as ChatGPT, AIGC, Metauniverse, Innovation, East-West Computing, Information Security, Artificial Intelligence, and Cloud Games are the most prominent.

The collective surge of the digital economy is mainly stimulated by continued good news. Previously, the author clearly stated in the article on March 1 day that 2023 is the most certain main line, and there is no one.

As for why the digital economy can become the most certain main line of the market, there are three kinetic energy to support the digital economy in the market.

First of all, from the point of endogenous kinetic energy, according to the data of China Information and Communication Research Institute, from 16 to 2023, the scale of digital economy in China will increase from 22.6 trillion yuan to more than 45.5 trillion yuan, accounting for 39.8% of GDP. It is estimated that by 2025, the scale of digital economy in China will exceed 60 trillion yuan. By 2032, it will exceed 100 trillion yuan. Under the background of the gradual end of the real estate era, the supporting role of the digital economy to the national economy is more obvious.

Secondly, the promotion of policy kinetic energy: on February 27, the top-level planning of digital China landed, and the development of digital economy rose to a national strategy; On March 7th, at an important meeting, the National Data was proposed to coordinate and promote the construction of basic data system, coordinate the integration, sharing, development and utilization of data resources, and coordinate the planning and construction of digital China, digital economy and digital society. Implement the development of digital economy from the policy and institutional level.

The third is external kinetic energy: OpenAI's ChatGPT application has exploded rapidly. As of March 8, the number of daily users has exceeded 65,438+billion, and domestic companies have also laid out. This is one of the representatives of emerging products in the 5G era and the digital economy era. It is another explosion scene after big particle application scenarios such as Internet of Things, Internet of Vehicles and Industrial Internet. It will bring the development of artificial intelligence and stimulate the investment in infrastructure construction in the digital age.

To put it bluntly, the current digital economy is to improve the computing power of massive data processing required by artificial intelligence, industrial Internet, car networking, Internet of Things, hyperuniverse and other application scenarios, and the computing power needs the help of basic software and hardware such as computer software, communication and semiconductor chips.

Therefore, the current market funds prefer the improvement of infrastructure and application scenarios for developing digital economy built by TMT industries such as computers, communications, semiconductors and media.

So what is a hyperuniverse?

The bottom of the metauniverse consists of infrastructure and terminal hardware devices, involving the support of many cutting-edge technologies such as artificial intelligence, big data, cloud computing, blockchain, virtual reality and augmented reality.

The biggest difference between the Hyperuniverse and the traditional Internet is the establishment of a mutual trust mechanism, so that everyone can work, live and make money in a strange online world, and expand and connect everyone's reputation. Your virtual assets in the metauniverse are equally valuable to my world, and will not change because of me, because millions of computers decide together and are trustworthy.

So what are the leading stocks of the current hypercosmic concept stocks, and what are the leading stocks of the hypercosmic concept 10 rankings? Next, let's take a look at the details of leading enterprises in the meta-universe:

Meta-Universe Concept 10 Leading Stock Rankings (in no particular order)

0 1, Meisheng Culture (stock code: 002699)

Mei Sheng Cultural Creative Co., Ltd. is an eco-cultural enterprise, which was established in June 2002 and listed on Shenzhen Stock Exchange in September 2002. Mainly involved in IP derivative design, R&D and production, animation, publicity, games, movies and other fields. Headquartered in Hangzhou, Zhejiang, the company has more than 30 molecular companies in Europe, the United States, Hong Kong, Beijing, Shanghai and Shenzhen, with more than 3,000 employees.

Bel Canto Culture is committed to becoming a world-renowned cultural and creative company. In recent years, around the development of cultural industry, supported by IP derivatives, the company has expanded to other business sectors of cultural industry and improved the layout of industrial chain. At present, the company has formed a cultural ecosystem of "own IP+ content production+content distribution operation+new media operation+derivative development and design+online and offline retail channels".

It was disclosed in June 2 1 year that the company began to lay out the AR/VR industry in June 2 15 and June 2 16, and Metauniverse (Shenzhen) Industrial Group Co., Ltd. is a subsidiary of Airbnb.

02. Shang Feng Culture (stock code: 300860)

Beijing Shang Feng Century Culture Media Co., Ltd. (Shang Feng Culture for short, stock code: 300860) was established on July 30, 2002, with Mr. Sha Xiaolan as the chairman and chief designer. As an innovative industrial cluster of culture, science and technology and performing arts, Shang Feng Culture has been adhering to the corporate philosophy of "creatively presenting the beauty of China" and telling the story of China with heart.

The main business covers three major areas: large-scale cultural performing arts activities, cultural tourism performing arts, landscape art lighting and performing arts, and realizes a full chain business model from project investment, planning, design, production to operation.

2 1, 1 1 disclose that the company has deployed augmented reality and peer-to-peer content production technologies to complete the construction of digital content and scenes; With all kinds of creative genes of performing arts, it has the first-Mover advantage to build a stage in the "meta-universe".

03. Huali Technology (stock code: 30 10 1 1)

Huali Technology integrates design, R&D, manufacturing, distribution, operation and service. It is one of the largest integrated service providers of commercial amusement equipment distribution and operation in China, and a high-tech enterprise. Our products cover more than 10000 high-end amusement places in China and around the world, and we are committed to providing diversified offline amusement experiences and one-stop solutions for indoor amusement parks.

Huali Technology has always been a pioneer in research and development, constantly promoting the integration of cultural creativity and technological innovation. By using the latest technologies such as AI, VR, AR, 5G and big data, a complete design and development system integrating planning and design, content production and software and hardware development has been built, with more than 100 copyrights and patents. Every year, new products win the highest representative award in the industry, bringing high-quality, sunny, healthy and educational amusement experience to every family.

2 1, 10 revealed in June that the company continued to pay attention to and actively explore the concept and mode of "hyperuniverse". At present, the company has a variety of VR. AR is committed to providing consumers with an immersive amusement experience. The company will dig deep into the market demand and continuously explore more VR works with more extensibility.

04. Aoya Design (stock code: 300949)

Shenzhen Aoya Design Co., Ltd. (stock abbreviation: Aoya Design, stock code: 300949) was established in Shekou, Shenzhen, which is at the forefront of reform and opening up. Its predecessor was Aoya (Hong Kong) Landscape Architects, 199 was established in Hong Kong, and 2 1 was listed on Shenzhen Stock Exchange.

At present, with Shenzhen as its headquarters, it has 265,438+0 molecular companies in Hong Kong, Shanghai, Beijing, Xi 'an, Qingdao, Chengdu, Changsha, Zhengzhou, Wuhan, Guangzhou, Chongqing, Hangzhou, Tianjin, Dongguan, Jinan, Haikou, Suzhou and Shenyang, and has an international professional team of more than 65,438+0,500 industry elites. It owns several professional sub-brands, such as LaV-onderland for Luojia Children and FloralFairyland in Tang Yue, and has completed nearly 4,000 projects in 3/kloc-0 provinces, cities and autonomous regions.

2 1, 1 1 revealed that the company invested in the blooming cultural creation, immersed in digital visual interactive art for many years; Blooming Technology is actively building the project into "Blooming Digital Art Museum-Metaspace", and the project is positioned as a world-class cutting-edge digital art punching place and metaspace; Blooming Technology will be responsible for the creation of the entire value factory space, and provide it with global high-quality digital interactive experience and content creative services, as its operator to create the overall space.

05. Tianshen Entertainment (stock code: 002354)

Dalian Tianshen Entertainment Co., Ltd. was formerly known as Beijing Tianshen Interactive Technology Co., Ltd., and Tianshen Interactive was established in March of 10, and was approved for listing by the China Securities Regulatory Commission in July of 14. The stock code is 002354, and the stock is called Tianshen Entertainment for short.

The company always insists on taking users as the core and constantly innovates and develops. On the one hand, continue to give play to and optimize its R&D, distribution and operation advantages in the field of web online games and mobile online games; In terms of product research and development, we have produced a number of popular online game products such as Proud Sword, Soaring, Tianbian, Dream Q Fairy, and a number of representative mobile online game products such as Guo Bao and Tianbian, which are well received by players.

06. Tom Cat (stock code: 300459)

Zhejiang Jinke Tomcat Culture Industry Co., Ltd. was established in June 2007 and listed on the Growth Enterprise Market of Shenzhen Stock Exchange in May 2005 with the stock code of 300459. The company is an all-round IP operator with the talking Tom Cat family as the core. It is an Internet eco-enterprise with the coordinated development of online and offline, entertainment and education, derivatives and authorization, amusement parks and specialty stores.

The company has a number of mobile Internet high-tech enterprises, including 4 national high-tech enterprises and 7 world-famous Internet high-tech enterprises. Outfit7 is the creator of the world-renowned IP "Talking Top 3 Cats", the developer of global advertising distribution and Internet preschool education applications, the global super developer of Google, and an important strategic partner of international companies such as Facebook, Apple and Unity.

It integrates big data advertising and Internet home entertainment education, and its business covers most countries and regions in the world, such as the European Union, the United States, China, the Russian Federation, Brazil and India. Among them, the global cumulative download volume of APP products exceeds 65.438+05 billion person-times, and the monthly active users exceed 46.5438+00 billion times; The cartoon series "Talking Tom Cat Family" has more than 72 billion hits on global video websites.

It was disclosed in September 2 1 year that the company has a user base for developing metacosmic products; Firmly optimistic about the development direction of the meta-universe, we set up a special working group on the direction of the meta-universe, coordinated R&D teams at home and abroad, and carried out concept development and project establishment for specific categories of products.

In September 2006, it was revealed that the company's leisure game platform launched the "Houlang" developer support plan to provide support for developers, help developers create conditions, and help developers gradually achieve breakthroughs in the fields of meta-universe.