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Bilibili officially launched the 8K video function. According to the plan, CCTV will officially launch an 8K ultra-high-definition TV channel in December.
On December 6, the popular video website Bilibili (Station B) announced that it officially launched the 8K video function, and the video website officially entered the 8K ultra-high-definition era. According to the official introduction, Station B is the first platform in China to support UP main upload 8K videos.
The resolution of 8K video is 7680× 4320 pixels, and the pixels reach 33 million, which is four times that of 4K video and 16 times that of mainstream HD video. Ultra-high-definition video is a new round of major technological innovation after video digitization and high-definition, which will drive profound changes in all aspects of the industry chain such as video collection, production, transmission, presentation and application.
The CCTV-8K Ultra HD channel began airing in December
On February 1 this year, the CCTV-8K ultra-high-definition channel was successfully broadcast experimentally, which is the first 8K TV ultra-high-definition channel in China, marking the first time in the world to achieve 8K ultra-high-definition TV live broadcast and 8K tv broadcast under the 5G network.
In May, the construction of the 8K ultra-high-definition TV public service platform of the Central Radio and Television Corporation was launched. In order to achieve the "Science and Technology Winter Olympics 8K Olympic Games", according to the plan, CCTV will officially launch the 8K ultra-high-definition TV channel in December, and realize the whole process from content production to editing and broadcasting, and realize the standardized operation of the whole process of 8K ultra-high-definition.
At the same time, the SD channel will also withdraw from the historical stage. According to the "Radio and Television Technology Iteration Implementation Plan (2020-2022)" issued by the State Administration of Radio and Television, it will use about 3 years to accelerate the development of high-definition ultra-high-definition video and 5G high-tech video through the implementation of radio and television technology iteration, and gradually shut down the standard definition channel.
Local TV stations are also eager to try it out on the 8K channel. Earlier this month, the Beijing Municipal Bureau of Radio and Television issued the "Opinions on Promoting the High-quality Development of Radio, Television and Online Audio-Visual", which proposed to promote 5G+8K+ interactive video, open an 8K pilot channel, and promote the construction of the "Winter Olympics Ultra-high-definition 8K Digital Retransmission Technology and System" project. Guangzhou proposed that by 2022, the scale of Guangzhou's ultra-high-definition video and digital content industry will exceed 400 billion yuan, and 5G+4K/8K ultra-high-definition video will widely enter daily life scenes.
The 4 trillion-scale track has been supported by policies
In recent years, the domestic ultra-high-definition industry has developed rapidly. Last year, CCTV completed a total of 4,000 hours of ultra-high-definition television program production, the cumulative length of 4K programs in Guangdong Province was close to 30,000 hours, and the actual number of high-definition and ultra-high-definition cable TV subscribers in the country exceeded 100 million. At the same time, the sales volume and proportion of 4K TV sets in China continue to grow. The penetration rate of domestic retail 4K ultra-high-definition TVs exceeds 70%, and 8K TVs have become the flagship standard of various TV manufacturers. In the future, China's 8K TV market penetration is expected to rise from less than 0.5% today to 7% in 2025.
In terms of policy, the "Ultra-HIGH-definition Video Industry Development Action Plan (2019-2022)" clearly states that by 2022, the overall scale of China's ultra-high-definition video industry will exceed 4 trillion yuan, the sales volume of 8K TV terminals will account for more than 5% of total TV sales, the supply capacity of 4K channels will be greatly improved, the production capacity of ultra-high-definition programs will exceed 30,000 hours / year, and the 8K production and broadcasting trial of Beijing Winter Olympic games will be carried out, and the number of ultra-high-definition video users will reach 200 million. In order to implement the action plan, the Ministry of Industry and Information Technology and other six departments also launched the "100 Cities and 100 Screens" ultra-high-definition video landing promotion activity in October this year.
At this year's "World Ultra-high-definition Video (4K/8K) Industry Development Conference", the Ministry of Industry and Information Technology pointed out that accelerating the development of the ultra-high-definition video industry can directly drive the overall replacement of the industrial chain such as production and broadcasting equipment, terminal products, display panels, and chips, forming a trillion-level emerging industrial cluster. The Ministry of Industry and Information Technology requires that we should focus on grasping the strategic opportunities of major technological intergenerational evolution and build a world-leading ultra-high-definition video industry cluster.
More than 60% of the concept stocks increased in the first three quarters
With the acceleration of large-scale commercialization of 5G, ultra-high-definition video is becoming one of the first application scenarios of 5G, which will greatly enhance the TV audio-visual experience. At the same time, ultra-high-definition technology can be applied to multiple derivative industries to further stimulate related consumption potential.
Statistics from the China Electronics Information Industry Development Institute show that in 2020, the total scale of China's ultra-high-definition video industry will be nearly 1.8 trillion yuan. According to the China Commercial Industry Research Institute, China's ultra-high-definition video industry is expected to reach 2.45 trillion yuan in 2021.
According to the statistics of Securities Times and Data Treasure, there are more than 40 stocks in the ultra-high-definition video sector in A-shares. From the perspective of major companies, digital video is the leader of ultra-high-definition and video technology, and the company's new generation of ultra-high-definition video high-tech products 5G+8K backpack has been successfully applied to the first CCTV 8K Spring Festival Gala in 2020. In March this year, the company and Huawei jointly released the "5G+8K" multi-camera frame synchronization solution.
Jiachuang Video has deep technical reserves and content reserves in the end-to-end links of ultra-high-definition program shooting, production, transmission and playback, and the company plans to raise an additional 142 million yuan to invest in ultra-high-definition video and VR projects in August this year.
China Television Media is an important producer of CCTV programs and an important base for film and television shooting, and its subsidiary China Television North has obvious first-mover advantages and technical advantages in the field of ultra-high-definition video.
According to data treasure statistics, from the performance of the three quarterly reports, 28 of the more than 40 concept stocks have a year-on-year increase in net profit, accounting for more than 60%, of which the net profit of 10 individual stocks such as BOE A, Fuhan Micro, and Wanlong Optoelectronics has doubled. From the perspective of the unanimous forecast of the institution, 8 individual stocks, including BOE A, TCL Technology, Quanzhi Technology and other 8 stocks, are expected to increase their net profit by more than 100% this year.
Disclaimer: All information content of data treasure does not constitute investment advice, the stock market is risky, and investment should be cautious.
Responsible Editor: Ho Yu
Data Treasure (shujubao 2015): Securities Times Intelligent Original New Media.