What is the analysis of the Metaverse concept stocks?

This year, the Metaverse suddenly came into everyone’s field of vision. The Metaverse has also become popular, and many technology giants have laid out the Metaverse. , so what are the metaverse concept stocks? Let’s find out together below. The following are the metaverse concept stocks that the editor brings to you. I hope you like them!

What stocks are part of the metaverse concept?

1. Roblox (RBLX.N): The largest concept stock in the Metaverse, a game UGC platform; as a UGC platform, Roblox provides games to players, and at the same time, it also provides developers and editors who create games The server allows players to make their own games, upload them, and share them with the platform. When 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 closer to the real world.

2. Unity (U.N): a world-leading game engine company that can be used to create, operate and monetize any real-time interactive 2D and 3D content. Supported platforms include mobile phones, tablets, PCs, and game consoles. , augmented reality and virtual reality devices.

3. Activision Blizzard (ATVI.O): The world's largest game developer and publisher, owns a series of top game IPs such as World of Warcraft and Overwatch.

4. WIMI Hologram (WIMI.O): On April 1, 2020, WIMI Hologram officially landed on Nasdaq, with an issue price of US$5.5, officially becoming the "first holographic AR stock" . WIMI’s revenue includes AR advertising service revenue, AR entertainment revenue and semiconductor business revenue.

5. Goertek: the world’s leading hardware OEM for all-in-one VR machines and a first-class overall acoustic solution provider. The main business is based on the precision manufacturing of consumer electronics, mainly engaged in the R&D and manufacturing of acoustic and optical precision components, intelligent acoustic machines and intelligent hardware. The interim report operating income was 30.288 billion yuan, a year-on-year increase of 9.449 yuan, and the net profit was 1.731 billion yuan, a year-on-year growth rate of 12.171 yuan. , driven by the unexpected growth of VR business

6. Zhongqingbao: The company's "Shenchu ??Shaofang Winemaker (Wine Master)" game uses the simulated operation of the "Jinsha Ancient Wine" winery as a gameplay. The virtual real world is managed in the game world, relying on metaverse-related technologies such as blockchain, cloud games, computing power and social networking to build a metaverse from the integration of value interaction, content carrying, data network transmission and immersive display, opening up The dreamy connection between reality and virtuality.

7. Guoguang Electric: The company’s main products in the audio and electroacoustic business are mainly used in wearable products (such as VR/AR). In 21 years, the hardware and software markets involved in VR/AR have experienced explosive growth. , the concept of the metaverse has become a symbol of the maturity of the entire ecosystem

8. Goertek: a leading domestic supplier of consumer electronic components and complete machines; the company has long-term layout of VR/AR business, and is currently engaged in high-end VR/AR The market share in the AR equipment OEM field is close to 80%, and customers include Facebook, Sony, etc.

9. Baotong Technology: The company has a wholly-owned subsidiary, Hainan Yuanshi Universe Technology Co., Ltd., focusing on AR /VR/MR, robots, sensors, new energy mining cards, high-end equipment and other business related fields of growing industries; its subsidiary Hashiqi is the top domestic AR/VR content R&D and solution provider, and has business with Huawei and Douyin In-depth cooperation

10. Hypermap Software: The company has supported Oculus Rift and HTC Vive VR helmet devices in 2017. The company's GIS provides the "geographic location" of complex and diverse models and data in three-dimensional space. A key point of convergence technology is the real geospatial basic chassis of the Metaverse.

Growth performance growth.

Why is the Metaverse so hot?

It originated from the 1992 science fiction novel "Snow Crash" by American science fiction novelist Neo Stevenson. In the book, Stevenson described an online world parallel to the real world—— In the metaverse, all people in the real world have an online avatar in the metaverse. The metaverse written by Stevenson is the next stage of the Internet after the realization of virtual reality.

Metaverse consists of two words: Meta and Verse. Meta means meta and Verse means universe. Together they are the concept of "metaverse", which is based on high-speed communication (5G). Through VR, AR, Internet of Things IOT, cloud computing, artificial intelligence chips, edge computing and other technologies to create a parallel world of the real world, a virtual world with various life scene applications (including games, payments (blockchain related) Technology, NFT, DAO, smart contracts, DeFi, etc.), education, etc.), there are various activities in this virtual world, which are activities similar to those of real people moved to the virtual world.

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

The leading theme is Zhongqingbao. From more than 8 yuan in early September, it has been speculated to more than 37 yuan. In addition, the industry has benefited substantially from AR/VR equipment. The representative stock is Goertek. Shares, this should be a relatively authentic Metaverse company in the current A-share market. There are also some other consumer electronics companies. Since Metaverse involves many industries and there are many related companies, it will often switch between hype industries and leaders. Some The company will make announcements, such as involving the Metaverse. At this time, you should be careful to chase the rise. Therefore, if there is no certain short-term level, you should still be cautious, otherwise it will be easy to get caught in the high point.

From the perspective of so many A-share companies, the real impact on performance in a few years is Goertek’s VR/AR equipment companies, most of which are basically conceptual hype.

VR/AR

Goertek: Its market share in the high-end VR/AR equipment OEM field is close to 700.

Yishang Display: Mainly engaged in exhibition display services (VR, AR shopping).

Jiachuang Video: The company licenses the sales of VR content to Huawei VR platform.

Meisheng Culture: Cooperate with Creative Technology, a leading domestic AR and VR content creator and publisher, and Super Captain, a VR offline experience interactive platform.

Guoguang Electric: The interactive platform calls Meta (formerly Facebook) VR product acoustic modules produced by the company.

New Guomai: Integrate and create a metaverse product matrix such as cloud VR/AR, digital twins, cloud games, XR digital cultural museums, and XR entertainment space.

Longli Technology: The company’s Mini-LED technology has achieved research and development breakthroughs in the field of VR applications.

Baotong Technology: Hainan Yuanshi, a wholly-owned subsidiary of the company, mainly develops AR/VR/MR.

Crystal Optoelectronics: 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/Metaverse technology.

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

2,

Metaverse Games

Zhongqingbao: The first version (H5 version) corresponding to Zhongqingbao's "Brew Master" is expected to be completed in March 22 and officially open to the public.

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

Century Huatong: The metaverse game "LiveTopia" self-developed by the company's Diandian Interactive has landed on the Roblox platform, the world's largest metaverse community.

Tianshen Entertainment: web games, mobile games.

Tianzhou Culture: Cloud Games.

Perfect World: The leader in video game collaboration.

Caesar Culture: Cloud Game.

Kaying Network: web games, mobile games.

Tom Cat: cloud games, VR games.

Kunlun Worldwide: Mobile Game.

Zhangqu Technology: Mobile Games.

Xunyou Technology: Online game accelerator.

Shengtian Network: cloud games, mobile games.

Fuchun shares: mobile games.

Xinghui Entertainment: cloud games, mobile games.

Sanqi Interactive Entertainment: cloud games, mobile games.

Giant Network: online games.

3.

Yuanverse Technology

Danghong Technology: The company’s interactive platform stated that Danghong Technology has been committed to ultra-low-latency encoding technology and products, providing Yuan Real-time interaction of cosmic information transmission provides basic guarantee.

Huichang Communications: The company's 3D cloud video is the company's exploratory product for the commercial metaverse. It initially meets users' vertical scenario applications in AR/VR, digital health, digital twins and industrial Internet.

Shunwang Technology: The company currently has more than 10,000 commercially operated high-computing GPU servers, and provides cloud computer services to more than 800,000 users on the Internet, leveraging superior technology and innovation to empower elements. Metaverse.

Digital video: The company's more than 20 years of accumulation in video, compression and codec enable the company to provide high-magnification lossless compression and codec of ultra-high-definition video as the core underlying basic technology. It can provide the technical foundation for the large-scale application of the Metaverse

The first year of the Metaverse

In March, Roblox, the "first-share" gaming platform in the Metaverse, was listed in the United States. It has been on the market for three months. Roblox's market value soared to US$50 billion, a 12-fold increase from its valuation of US$4 billion a year ago. Roblox not only provides games to players, but also provides free tools for players to create their own games.

In May, Microsoft CEO Nadella said that the company was working hard to create an "enterprise metaverse."

In June, Soul affiliated company Shanghai Anyimen Technology Co., Ltd. applied for a trademark related to "Youth's Social Metaverse";

In June, Chongqing iQiyi Intelligent Technology Co., Ltd. It has also applied for registration of trademarks such as "Qiyu Metaverse";

In July, Zuckerberg said that "Metaverse" will become the "successor" of the mobile Internet, and he believes that Facebook will "From a social media company to a 'metaverse' company."

In July, Kuaishou affiliated company Beijing Dajia Internet Information Technology Co., Ltd. applied to register multiple "Kuaishou Metaverse" trademarks;

On July 30, the 21st Metaverse Summit Forum The launch of the new book of the Metaverse series was held in Beijing. Experts discussed the new picture of the "Metaverse"

In September, Tencent applied to register "QQ Metaverse", "Cube Metaverse" and "Peace Metaverse" , "Elite Metaverse" and other trademarks. In September, Tencent has applied to register nearly a hundred Metaverse-related trademarks, including "King of the Metaverse", "Tianyuanyuan Universe", "Reverse War Metaverse", "Tencent Music Metaverse", etc.

September 9 , Beijing Zongqingqianxiang Technology Co., Ltd., an affiliated company of Water Drop, applied to register multiple trademarks of "Water Drop Yuan Universe". The international classification involves advertising sales, communication services, education and entertainment, etc. The current trademark status is "awaiting substantive review".

On September 13, Nubia Technology Co., Ltd. applied for registration of multiple "Red Magic Yuanverse" trademarks. The international classification involves scientific instruments, advertising sales, education and entertainment, etc. The current trademark status is under application.

On September 15, Beijing Chehejia Information Technology Co., Ltd., an affiliated company of Li Auto, applied to register trademarks such as "Yuanshi" and "Lideal Yuanshi". The international classification involves transportation, machinery and equipment, fuel and oil. etc., the current trademark status is "Trademark Application in Progress".

On September 30, the "ByteDance Metaverse" trademark was applied for registration by a company in Qingdao. The international classification is scientific instruments. The current trademark status is pending application.

At the same time, the company also applied to register trademarks such as "Alibaba Metaverse", "NetEase Cloud Metaverse" and "MiHoyou Metaverse".

On October 29, Facebook announced its official name change to "Meta", derived from the "Metaverse"

On November 2, NetEase (Hangzhou) Network Co., Ltd., Guangzhou NetEase Computer System Co., Ltd. and other NetEase affiliated companies have applied to register trademarks such as "NetEase Yuanverse", "Thunder Fire Yuanverse" and "Fuxi Yuanuniverse". The international classification involves advertising sales, education and entertainment, website services, etc. The current trademark status is under application.

On November 2, Xinhua News Agency published "What exactly is the Metaverse, and what kind of "parallel world" will it spawn? 》. According to the article, the "20-21 Metaverse Development Research Report" recently released by the New Media Research Center of Tsinghua University believes that 20 years is the critical point of the virtualization of human society, paving the way for 21 to become the first year of the Metaverse.

In November, Baidu also took action. Baidu Online Network Technology (Beijing) Co., Ltd. applied to register the "metaapp" trademark. The international classification involves website services and scientific instruments. The current trademark status is under application.

On November 2, Microsoft announced at the Ignite conference that it planned to build its chat and conferencing application Microsoft Teams into a metaverse.

On November 5, Luo Yonghao posted on Weibo that "the next entrepreneurial project is a so-called Yuanverse company" and became a hot search.

On November 11, China Mobile Communications Federation Yuanshi Industry Committee

On November 12, at the China Telecom 5G Innovation Application Cooperation Forum, New Guomai, a subsidiary of China Telecom Announced the strategic layout of the Metaverse and launched the 22-year "Pangu Plan";

On November 15, Dianhun Network: The company registered related trademarks such as "Dianhun Metaverse" and "Dream Three Kingdoms Metaverse"

How popular is the Metaverse on November 17? The 29.9 yuan course sold 1.6 million in 10 days and related books ranked first on the bestseller list

On November 17, the Metaverse course began to "cut leeks"? Someone has already made millions

On the morning of November 18, the Zhangjiajie Metaverse Research Integrated Development Seminar and the Zhangjiajie Metaverse Research Center inauguration ceremony were held at the Wujiayu Ticket Station of the Wulingyuan District Big Data Center. Zhangjiajie has since become It is the first scenic spot in the country to set up a metaverse research center.

On November 19, People's Daily commented: A rational view of the current metaverse craze

On November 19, Xinhua News Agency published "What is the metaverse?" Why should you pay attention to it? ——Decoding the Metaverse".

As of November 17, my country’s government has applied for 4,368 "Yuanshi" trademarks, involving 689 companies. Among them, 4,366 applications were filed in 21 years, involving 688 companies. In other words, 99.9’s “Yuanshi” trademark was registered and applied for in 2021. Month by month, there were 1,995 applications for the "Yuanverse" trademark in September this year, and 1,515 applications for the "Yuanverse" trademark in October, which are the peak months for applications this year.

Of the 21 “Yuanshi” liquor trademarks that have been applied for, none has been successfully registered