On Friday afternoon, the concept stock of meta-universe rose, as of press time, Hengxin Oriental 20% up and down, Legg Mason Culture, Yuanlong Yatu up and down, China Youth Treasure, Chinese Online, Jiachuang Video rose more than 10%, Fengyuzhu, Digital Politics and other gains in the front.
Looking upwards, as of press time, the net inflow of main funds into the meta-universe concept exceeded 800 million yuan, adding 401 million yuan, 236 million yuan and 199 million yuan to The warehouse Gigabit Innovation, Beijing Junzheng and North Huachuang respectively.
According to the Shanghai Securities News, recently, Liu Wei, a member of the National Committee of the Chinese People's Political Consultative Conference and chairman of Jiadu Technology, suggested that demonstration and overall planning should be organized as soon as possible, and the top-level design plan of the continental meta-universe should be introduced, and the lead and regulatory departments should be clearly led and supervised, and the overall project should be established and the construction should be promoted in stages and layers.
For the hype of the concept of metacosmology, Liu Wei believes that it should be viewed with a positive attitude. "At the moment, the concept of metaversmity is very hot, and there is no shortage of hot spots, but this is not surprising." Liu Wei said that as an emerging thing and technology, the metacosm needs policy guidance, and the relevant departments actively embrace the "metacosm", on the one hand, they can avoid falling into the strange circle of passive supervision, on the other hand, they can actively guide the direction of scientific and technological innovation, and grasp the "right to speak" in the future development of Internet technology.
Bohai Securities pointed out that the metacosm has changed the production and lifestyle, and games and social networking may become the first landing scenes. Metaverse application scenarios are extensive, such as metaverse + medical, metacosm + factory, metacosm + aerospace and so on. With the continuous breakthrough of metaverse-related technologies, the above scenarios will gradually land, and the most easily realized full digitization and the easiest to build a meta-universe world are game platforms and social platforms. Many companies at home and abroad have also begun to make efforts in these two areas, and it is expected that the first batch of mature meta-universe games and meta-universe social platforms will be implemented on a large scale in 2022.
In terms of configuration, Orient Securities recommends four directions from the platform side, the content side, the hardware side, and the infrastructure side:
Platform side: Tencent continues to promote VR equipment and meta-universe content construction, B station and Mango development of virtual anchors, Mango digital collection launch. It is recommended to pay attention to Tencent Holdings, Bilibili, and Mango Super Media.
Content side: Optimistic about the game company under the framework of the meta-universe to take the lead in entering the game, it is recommended to pay attention to: NetEase, Perfect World, 37 Interactive Entertainment.
Hardware side: It is recommended to pay attention to the optical and machine integration leader Goertek shares; optical and display component manufacturers Weier shares, crystal optoelectronics, Sunny optical technology, Lianchuang Electronics, Changxin Technology, etc.; other component manufacturers Changying Precision (structural parts), Stitch (OCA optical glue) and so on.
Infrastructure: It is recommended to pay attention to the communication operators China Telecom and China Mobile, which have laid out the meta-universe; the vertical NFT trading platform Visual China; and the strategic cooperation providers Lakala and Zhengyuan Wisdom with the Digital Yuan Research Institute of Chinese Minzu Bank.