How to analyze the concept stocks of the meta-universe?

How to analyze the concept stocks of the meta-universe?

This year, the meta-universe suddenly entered everyone's field of vision, and the meta-universe was on fire, and many technology giants laid out the meta-universe one after another. So what hypercosmic concept stocks are there? Let's take a look together. The following are the hypercosmic concept stocks brought to you by Bian Xiao. I hope you like it!

What are the shares of the concept of metauniverse?

1，Roblox(RBLX。 N): the largest share of the Meta-Universe concept stocks, the game UGC platform; As a UGC platform, Roblox provides games to players, and also provides a developer editor for creating games, allowing players to make their own games, upload them and share them with the platform. When the game participants are also game developers, and the game platform is jointly built by all participants, the game can truly have massive content and be close to the real world.

2. Unity (U.N.): The world's 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, tablet computers, PCs, game consoles, augmented reality and virtual reality devices.

3. Activision Blizzard (ATVI). O): The world's largest game developer and publisher, with a series of top game IP's such as World of Warcraft and Watching Pioneer.

4. Victoria's Secret. O: On April 1 20, Mei Wei officially landed on NASDAQ with an issue price of $5.5, and officially became the "first share of holographic AR". Mei Wei's full income includes AR advertising service income, AR entertainment income and semiconductor business income.

5. Goer shares: global VR all-in-one hardware OEM leader, 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 machines and intelligent hardware. The operating income of the interim report was 30.288 billion yuan, up 94.49% year-on-year, and the net profit was 65,438+0.731billion yuan, up 65,438+0.71%year-on-year. VR business.

6. Zhongqingbao: The company's game "God Chef Burning Brewer (Brewer)" simulates the operation of "Jinsha Ancient Winery", manages the virtual reality world in the game world, and builds the meta-universe from the integration of value interaction, content bearing, data network transmission and immersive display, relying on technologies related to the meta-universe such as blockchain, cloud game, computing power and social interaction, thus opening the dream linkage between reality and virtual.

7. Guoguang Electric Appliances: The main products of the company's audio and electro-acoustic business are mainly used for wearable products (such as VR/AR). In 2 1 year, the software and hardware market involved in VR/AR experienced explosive growth, and the concept of metauniverse became the symbol of the whole ecological maturity.

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 80%, and its customers include Facebook and Sony.

9. Bao Tong Science and Technology: The company has a wholly-owned subsidiary, Hainan Yuan Universe Technology Co., Ltd., which focuses on AR/VR/MR, robots, sensors, new energy mining cards, high-end equipment and other growth-related businesses; Its subsidiary Hasiqi is the top provider of AR/VR content R&D and solutions in China, and has deep business cooperation with Huawei and Tik Tok.

10, Hypergraph software: 17 years, the company has supported the VR helmet equipment of OculusRift and HTCVive. The company's GIS is the key * * * similar technology of "geographical location" in providing complex and diverse three-dimensional spatial models and data, and it is the real geographical space foundation chassis of the meta-universe.

Growth performance growth.

What is such a fire in the super universe?

It originated from the science fiction novel Avalanche written by American science fiction writer Neo Stevenson in 1992. In the book, Stevenson describes a network world parallel to the real world-metauniverse. Everyone in the real world has a network member in the meta-universe. The Metauniverse written by Stevenson is a new form of Internet in the next stage after the realization of virtual reality.

Metauniverse consists of two words: yuan and universe. Meta stands for element, and Universe stands for universe. Together, it is the concept of "Hyperuniverse", 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, roads, smart contracts, DeFi, etc.). ), education, etc. ), and there are all kinds of activities in this virtual world, similar to those of people in reality. Transfer to the virtual world.

At present, there are three main types of A-share speculation: game companies, AR/VR companies, and hypercosmic related technology companies.

The theme leader is Zhongqingbao, which rose from 8 yuan in early September to 37 yuan. In addition, the industry benefits from AR/VR equipment, and Goer shares are representative stocks. This should be a more authentic meta-universe company in the current A-share market, as well as other consumer electronics companies. Because the Metauniverse involves many industries and related companies, they often switch between the hype industry and the leading companies. Some companies will make announcements, such as Metauniverse, so be careful at this time.

Judging from so many A-share companies, it may be that Goer shares do VR/AR equipment, most of which are basically conceptual hype.

Virtual reality/augmented reality

Goer shares: the market share of high-end VR/AR equipment OEM is close to 700%.

Shang Yi Exhibition: Main exhibition services (virtual reality, AR shopping).

Jia Chuang Video: The company authorized Huawei VR platform to sell VR content.

Bel Canto Culture: Cooperate with the leading domestic creators and publishers of AR and VR content, Chuangyi Technology, and the super captain of VR offline experience interactive platform.

Guoguang Electric: The interactive platform said that the acoustic module of Meta (original Facebook) VR products was produced by the company.

New national pulse: integrate and build a product matrix of meta-universe such as cloud VR/AR, digital twins, cloud games, XR digital culture and XR entertainment space.

Longli Technology: The company's Mini-LED technology has achieved R&D breakthroughs in VR applications.

Bao Tong Science and Technology: Hainan Yuan Universe, a wholly-owned subsidiary of the company, mainly develops the layout of AR/VR/MR.

Crystal Photoelectricity: 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/ Meta-Universe technology.

Changxin Technology: The company provides the latest VRQuest2 display module for Facebook, and also provides VR head display module for domestic VR giants.

2、

Meta-cosmic game

Zhongqingbao: The first edition (H5 edition) of Zhongqingbao's Master Brewer is expected to be completed on March 22nd, when it will be officially opened to the public.

Tianxiaxiu: the social product "Honnverse" developed by the company is currently in the testing stage.

Century huatong: LiveTopia, a hypercosmic game developed by the company, landed on the Roblox platform, the largest hypercosmic community in the world.

Tianshen entertainment: page tour, hand tour.

Japanese ship culture: cloud games.

Perfect world: the leader of film and video linkage.

Caesar culture: cloud games.

Kaiying network: page tour, hand tour.

Tom Cat: Cloud games, VR games.

Kunlun Wan Wei: A hand tour.

Palm technology: mobile games.

Xun You Science and Technology: Online Game Accelerator.

Shengtian network: cloud games, mobile games.

Fuchun shares: mobile games.

Xinghui Entertainment: Cloud Games, Mobile Games.

Sanqi mutual entertainment: cloud games, mobile games.

Giant network: online games.

3、

Meta-cosmic technology

Popular Technology: According to the company's interactive platform, popular technology has been committed to ultra-low delay coding technology and products, providing a basic guarantee for real-time interaction of information transmission in the meta-universe.

Huichang Communication: The company's 3D cloud video is an exploratory product for the commercial meta-universe, which initially meets users' applications in vertical scenes such as AR/VR, digital medical care, digital twins and industrial Internet.

Wang Shun Science and Technology: At present, the company has put more than 65,438+00,000 high-computing GPU servers into commercial operation, providing cloud computer services to more than 800,000 users on the Internet, and empowering the Metauniverse with excellent technology and innovation.

Digital video: The company has accumulated more than 20 years in video, compression and coding and decoding, which enables the company to provide the underlying basic technology with high-speed lossless compression and coding and decoding of ultra-high-definition video as the core. It can provide a technical cornerstone for the large-scale application of the hyperuniverse.

The first year of yuan universe

In March, Roblox, the first game platform in the universe, went public in the United States. Three months after listing, the market value of Roblox soared to $50 billion, which was 12 times higher than the valuation of $4 billion 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 of this year, Microsoft CEO Nadella said that the company is working hard to build an "enterprise version of the meta-universe".

In June, Shanghai Anyimen Technology Co., Ltd., an affiliate of Soul, applied for a trademark related to "Young People's Social Metauniverse";

In June, Chongqing Iqiyi Intelligent Technology Co., Ltd. also applied for the registration of trademarks such as "Adventure Metauniverse";

In July, Zuckerberg said that "Metauniverse" will become the "successor" of the mobile Internet, and that Facebook will "transform 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 quickless, applied to register several trademarks of "Aauto quickless Meta Universe";

On July 30th, 20021,the first Metauniverse Summit Forum and the release conference of Metauniverse series new books were held in Beijing. Experts discussed the new prospects of the meta-universe.

In September, Tencent applied to register trademarks such as QQ Metauniverse, Rubik's Cube Metauniverse, Peace Metauniverse and Elite Metauniverse. In September, Tencent has applied for the registration of nearly 100 meta-universe related trademarks, including "King Meta-Universe", "Tianyuan Universe", "Anti-war Meta-Universe" and "Tencent Music Meta-Universe".

On September 9, Beijing Indulge Forward Technology Co., Ltd., an affiliated company of Shuidi, applied for registration of a number of trademarks of "Shuidi Universe". International classification involves advertising sales, communication services, education and entertainment. At present, the trademark status is "pending substantive examination".

On September 13, Nubian Technology Co., Ltd. applied to register several trademarks of "azazel Universe", whose international classification involves scientific instruments, advertising sales, education and entertainment, etc. At present, the trademark status is under application.

On September 15, Li's affiliated enterprise Beijing Chehejia Information Technology Co., Ltd. applied for registration of trademarks such as "Meta Universe" and "Ideal Meta Universe". International classification involves transportation, machinery and equipment, fuel and grease. At present, the trademark status is "trademark application in progress".

On September 30th, a company in Qingdao applied for registration of the trademark "ByteDance Yuan Universe". The international classification is scientific instruments, and the trademark status is currently being applied for. At the same time, the company also applied for the registration of trademarks such as "Alibaba Meta Universe", "Netease Cloud Meta Universe" and "Miha Tour Meta Universe".

10 year1October 29th, Facebook officially changed its name to "Meta", which originated from "Metauniverse".

165438+ 10 On October 2nd, many Netease affiliated companies such as Netease (Hangzhou) Network Co., Ltd. and Guangzhou Netease Computer System Co., Ltd. applied for the registration of trademarks such as Netease Meta Universe, Leihuo Meta Universe and Fuxi Meta Universe. International classification involves advertising sales, education and entertainment, website services, etc. At present, the trademark status is under application.

165438+1October 2, Xinhua News Agency published "What is a hyperuniverse and what kind of" parallel world "will it give birth to? According to the article, the Tsinghua University New Media Research Center recently released the Research Report on the Development of 20-2 1 Metauniverse, arguing that 20 years is the critical point for the virtualization of human society, paving the way for 2 1 to become the first year of the Metauniverse.

In June 165438+ 10, Baidu also started to act. Baidu Online Network Technology (Beijing) Co., Ltd. applied for registration of the "metaapp" trademark. International classification involves website services and scientific instruments. At present, the trademark status is being applied.

165438+1On October 2nd, Microsoft announced at the Ignite conference that it planned to turn its chat and conference application MicrosoftTeams into a meta-universe.

165438+1on October 5th, Luo Yonghao released Weibo's statement that "the next entrepreneurial project is the so-called Meta-Cosmos Company" and rushed to the hot search.

165438+1October 1 1, Meta-Cosmic Industry Committee of China Mobile Communications Federation.

165438+1October 12, at the China Telecom's 5G Innovation and Application Cooperation Forum, China Telecom's new Guomai announced the strategic layout of the super universe and launched the "Pangu Plan" for 22 years;

165438+1October 15. Electric Soul Network: The company has registered related trademarks such as "Electric Soul Universe" and "Dream Three Kingdoms Universe".

165438+ 10/7, how hot is the hyperuniverse? 29.9 yuan course, 10 sold10.6 million related books, ranking first in the best-selling list.

165438+1October 17, the meta-cosmic course began to "cut leeks"? Someone made millions.

165438+ 10 18 in the morning, Zhangjiajie Hypercosmic Research Integration Development Seminar and the unveiling ceremony of Zhangjiajie Hypercosmic Research Center were held in Wu Jiayu Ticket Office of Wulingyuan Big Data Center, and Zhangjiajie became the first scenic spot in China to set up a Hypercosmic Research Center.

165438+1October 19, People's Daily Commentary: Look at the current meta-cosmic craze rationally.

165438+ 10/9, Xinhua News Agency published "What is a Hyperuniverse? Why should we pay attention to it? -Decoding the metauniverse.

As of the current date165438+1October 17, China * * * applied for the "Meta Universe" trademark, involving 689 companies. Among them, 4,366 applications were filed in 2 1 year, involving 688 companies. In other words, 99.9% of the "Metauniverse" trademarks are registered on 2 1. On a monthly basis, in September this year, * * * applied for the 1995 "Meta Universe" trademark, and1October15 "Meta Universe" trademark was the peak month for this year's application.

We have applied for "Yuan Universe" liquor trademark 2 1 piece, but none of them have been registered successfully.