On April 7, according to the official micro-report, MEME Moyin, the first digital collection distribution platform incubated by BlueFocus Group, officially held an online product conference in the future, announced the development strategy, announced the launch of the MEME Mini Program and the first digital collection distribution project, and established the BlueX Blockchain Lab and the UDA Digital Artist Alliance to officially open the journey of exploration of the digital world.
According to BlueFocus official micro, the conference took "WE THE MEME" as the theme, from the perspective of "story", "technology" and "art", comprehensively shared the concept and ideal of MEME, demonstrated the ability and value of MEME, and announced the future marketing layout of MEME. According to the press conference, MEME is committed to becoming the business platform and interactive community of brand digital assets in the Web3.0 era, and will set the power of "story + technology + art" to build a digital asset hub in the meta-universe, connect brands, content creators and digital artists, and provide users with an unprecedented interactive experience of digital collections.
At the meeting, Liu Fangming, head of bluefocus meta-universe business, said: "The essence of marketing is to build consensus, and consensus is the first nature of NFT technology. As one of the three core tracks of the Blue Universe Human Cargo Yard, MEME will use the integration of 'art, technology and commerce' to take digital collections as the carrier of innovation, do a good job in cultural inheritance, improve the efficiency of commodity circulation, help institutions and brands explore new ways of marketing, create new solutions to old problems, and define new possibilities for brand content. ”
For the recent related articles of the NFT, see the article "The transaction volume exceeded 50 billion US dollars!" by my excellent colleague Qiu Shenghong (pen name Hong Xiaodou! Hitch a ride on the Metacostem Express and the NFT suddenly emerges? 》。
MeME's business layout is divided into three aspects:
(1) For the brand side, help the "intangible" brand value into "tangible" brand equity;
(2) For ip parties, innovate IP creation ideas, and put "consensus" and "narrative" in front;
(3) For broader market players, take into account the integration of content narrative and virtual and real scenes.
At the same time, the BlueX Blockchain Lab is positioned to operate around the two directions of digital assets and digital identities, and the UDA Digital Artist Alliance focuses on crypto art IP.
Cinda Securities Reviews:
The release of the digital collection distribution platform MEME completed the layout of the "goods" in the three tracks of the blue universe people's cargo yard, before, the company has released the meta-universe layout of "people" (virtual people Su Xiaomei/K) and "field" (blue universe virtual space), and the layout of the company's three tracks of people, goods and fields has been initially completed.
The author inquired about the layout of "people" and "fields" under the blue cursor.
1. The layout of people (virtual people) (see the following figures for the two virtual person images):
On January 1, 2022, BlueFocus released the first digital virtual person "Su Xiaomei", which is the first landing project of the BlueFocus Meta-Universe Strategy and a new layout of the company in the field of virtual IP business.
On March 8, 2022, Blue Universe, a wholly-owned subsidiary of BlueFocus, released a new avatar K, a virtual musician from Metafilex.
2. The layout of the field (virtual space) (see the following illustration, from the information of the official micro on March 30):
On March 30, 2022, BlueFocus' "Blue Universe" marketing space was officially launched on the Baidu Xilang platform, becoming the first "meta-universe marketing space" of the platform. Previously, on December 27, 2021, the Baidu AI Developer Conference was held in the Baidu Xilang Virtual Space, and BlueFocus announced a partnership with Baidu Xilang.
For the meta-universe, the author took the lead in paying attention to and carrying out related reports from last summer, the report at that time was about ByteDance through the entry into the VR industry, driving the relevant opportunities of Goertek shares, and then the domestic meta-universe, the game leader Zhongqingbao, Tom Cat opened the rising market, and last fall, Facebook (Facebook) changed its name to Meta to officially enter the meta-universe, and the domestic related concept stocks also opened the second wave of rising market. At this time, there were some different voices, and some brokers and the media said that they needed to look at the metaverse calmly. However, the author believes that although the hardware technical conditions are not yet mature, and the technology in data centers, algorithms, network bandwidth, and VR terminals is evolving, there is no doubt that at present, whether domestic or foreign, large technology companies have entered the meta-universe, representing a certain forward-looking guidance.
For the latest in-depth interpretation of the metaverse, you can refer to the article of my excellent colleague Shen Shaohong (pen name Shen Daban) "Metaversmic Horizon | Chasing the Deer Meta-Universe in 2022: Why Are Technology Giants Seizing the Opportunity?" 》。
In terms of the meta-universe industry, there is a big event in the near future:
On April 6, Guangzhou Huangpu District and Guangzhou Development Zone held a press conference on the innovation and development of meta-universe, officially releasing the "Measures for Promoting the Innovative Development of Meta-Universe in Huangpu District and Guangzhou Development Zone of Guangzhou" (hereinafter referred to as "Meta-Universe 10"), which is the first meta-universe special support policy in the Guangdong-Hong Kong-Macao Greater Bay Area, focusing on digital twins, AR/VR and other fields to promote the development of new formats and models of meta-universe.
The scope of support of the "Metaverse 10" covers ten aspects such as technological innovation, application demonstration, intellectual property protection, talent diversion, exchange and cooperation, and fund support, focusing on cultivating industrial metaversms, digital virtual people, digital art transactions and other areas that reflect the development trend of metacosmology. Minsheng Securities believes that the "10 Meta-Universes" will help governments and enterprises to target breakthrough and subversive digital technologies and core equipment in meta-universe technologies as the main track for development and achieve industrial upgrading.
In addition, Minsheng Securities believes that the industrial metacosm will be an important entry point. Enterprises in Huangpu District have taken the lead in applying the core technologies of the metacosm and other metacosmities such as digital twins to the digital transformation of the industry, and the industrial metacosm is the key entry point for the development of the metacosm in Huangpu District, as well as the innovation test field. The agency believes that the "10 Metaverses" will give full play to the characteristics of the metacosm as a collection of digital economy core technologies such as cloud computing, edge computing, 5G, and digital twins, empower industrial manufacturing in the region, and create an "industrial metacosm".
For cloud computing, edge computing and other fields, the author has also recently reported in depth. For example, ""East Counting West Counting" is good for domestic servers, and Shuguang "dawn is coming"? 》。 In addition, the next generation of communication technology, currently known as "6G" is also gradually being paid attention to by the top level, see the article "From beidou to 6G, the metacosm is not far away?" 》。
Let's go back to the blue cursor. BlueFocus has not yet released its 2021 annual report. According to the company profile of the 2021 semi-annual report:
BlueFocus is a marketing technology company that fully empowers smart businesses in the era of big data and social networking. The business segments of BlueFocus and its subsidiaries include: whole case promotion services (digital marketing, public relations, event management, etc.), full case advertising agencies (digital advertising placement, Chinese enterprise overseas advertising and smart TV advertising OTT business agency, etc.) and overseas company business, the service content covers the entire industrial chain of marketing communications, as well as smart management services based on marketing technology, and the service region basically covers major markets around the world.
According to the global authoritative public relations industry consulting agency PRovoke (formerly The Holmes Report) released the 2021 global public relations company Top 10 list, with its domestic and foreign public relations business, BlueFocus in the global public relations company ranking of one more place, ranked 8th (see the figure below, 2020 is 9th), ranked in the global public relations company Top 10 list for 6 consecutive years, and is the only Chinese company to enter the top ten.
According to the published third quarter report of 2021, the main financial indicators at that time are as follows, and the non-net profit deducted in the first three quarters of last year (from the beginning of the year to the end of the reporting period) increased by 30.13% year-on-year:
BlueFocus belongs to the media industry (first-level classification) according to the Shenwan industry classification. From an institutional perspective, as of the end of the fourth quarter of 2021, the top (top ten) media stocks in terms of market value of public funds include Focus Media, Mango Super Media, 37 Interactive Entertainment, Gigabit, Light Media, Perfect World, BlueFocus, Saturday, Century Huatong, and Phoenix Media.
The following figure shows the breakdown of the top 20 heavy stocks in the media industry in 2021Q4 (in order of total market value).
Author: Xu Yuanyao