Facebook's change of name to meta once again detonated the concept of a metaverse. Today, the meta-universe concept stock Zhongqingbao (300052) once again closed the board, recorded a second board, two days of increase of more than 40%, at 25.75 yuan / share, the stock price hit a new high in the past 4 years. Tianxiaxiu (600556) also won three consecutive boards, rising more than 30% in three days. In addition, Kunlun Wanwei, Digital Video, Tom Cat and so on have followed suit.
On October 30, Luo Yonghao, the founder of Hammer Technology, replied to netizens on Weibo, "I don't believe that the metaverse will become the future (games are just games)", and believes that the current technology is still far behind, and to achieve a metaverse such as "brain in a vat", it is necessary to develop to the extent that it is impossible to distinguish between real and virtual.
In this regard, Shen Meng, founder of Chanson Capital, believed in an interview with First Finance and Economics that with the rapid development of technology, the metacosm is not out of reach. The orthodox metaverse concept refers to the virtual space, not only limited to games, in the context of the emergence of new economic concepts such as the home economy, the single economy, the dimensional economy, the slash economy, and the gig economy, the metaverseal virtual space has entered the mainstream, which deserves serious attention.
However, since domestic enterprises do not have the basis to provide meta-universe scenarios in terms of technology research and development and product or service innovation, Shen Meng believes that the recent popularity of the capital market is based on the speculation of enterprises and communities on the concept. "In particular, some companies in the industry such as online games that are limited by the pressure of the general environment need the blessing of the meta-universe concept to regain the enthusiasm of retail investors to participate in speculation."
Zhongqingbao has continuously risen and stopped to deny rubbing hot spots
As the leader of the A-share meta-universe concept, Zhongqingbao has recently been described as a big ups and downs. From the beginning of September to today, there have been four times when stocks have been triggered for unusual volatility. After the limit increase on October 22 and the sharp rise of 14.69% on the 25th, the subsequent three trading days have been continuously corrected, and the last two volume trading days have been continuously up and down.
On the evening of October 25, the Shenzhen Stock Exchange issued a letter of concern, requesting Zhongqingbao to detail the specific content of "Brewing Master", its relevance to the concept of meta-universe, core technology mastery, research and development investment, and the company's financial impact on 2021 and beyond. In addition, the letter of concern also asked Zhongqingbao to reply to relevant questions to explain whether the company and related parties had rubbed hot spots, manipulated the market, and illegally bought and sold the company's stocks.
On the evening of the 29th, Zhongqingbao clearly denied rubbing hot spots in its reply to the announcement, and further disclosed the relevant plans of the "Brewmaster" game.
Zhongqingbao announced that "Brewmaster" is a full-fidelity social operation product based on the concept of meta-universe, which breaks through the barriers between virtual and reality, and has relatively high freedom and high sociality. The game is set in the centuries-old Shinchu yakitori, where players simulate the operation of the "Jinsha Ancient Wine" distillery and operate the distillery in the virtual world. The product content level follows the metaverse setting, realistically restores parallel spaces based on reality construction, and combines reality and virtual depth binding.
Zhongqingbao said that the company began to conceive of meta-universe game development in March this year, formed a preliminary research logic model and game demo at the end of June, passed the approval project in August, and released the relevant information of "Brewing Master" on September 6, which is a normal business behavior, rather than a hot spot.
According to the planning of Zhongqingbao, "Master brewer" will launch H5, 2D, 3D and overseas versions of a total of 4 versions, for which the company plans to set up a special R & D team including planning, development, art, cloud computing computing and architects, including about 48 people, R & D investment of about 5 million-15 million yuan. The current project has officially entered the research and development stage, the H5 version is expected to be completed in March 2022 and officially opened to the public, and the subsequent versions will be gradually launched according to the actual research and development progress and market conditions.
CYB has repeatedly indicated the risk of investment. The company pointed out that the metacosm is a huge concept and model, the company is still in the initial exploration stage, the project implementation progress, whether it can achieve the company's expected effects, whether it can meet the needs of the future market, there are great uncertainties. Even if the above conditions are met, the company still does not rule out the possibility that there is a large gap between the relevant products and the metacosm. In view of the above influencing factors, it is not possible to judge the financial impact of "Brewmaster" on the company in 2021 and subsequent years.
On October 27, Zhongqingbao released the third quarter of 2021 financial report, the report shows that the company achieved revenue of 257 million yuan in the first three quarters, an increase of 28.5% year-on-year; net profit of 13.565 million yuan, an increase of 730.2% year-on-year, net profit after deduction of non-profit of 8.514 million yuan, an increase of 205.8% year-on-year; the third quarter of the non-deduction of non-profit loss of 301,500 yuan, but a year-on-year increase of 96.7%. According to public information, Zhongqingbao focuses on the development, distribution and operation of online games, especially mobile game products, and its wholly-owned subsidiary Proton Internet focuses on IDC, cloud computing, digital operation and maintenance services.
Zhongqingbao also pointed out in the reply letter that the company has been concerned about and involved in VR technology and industry, and the investment in VR products has always existed, in addition to 3 self-research projects, the company has successively invested in VR projects since 2016, with a total investment of 9.5 million yuan.
The metaverse is still in the exploration stage, which does not prevent VR from catching fire first
2021 is the first year of the meta-universe, but at present, the meta-universe is still in the initial stage of industry development, whether it is the underlying technology or application scenarios, there is still a big gap compared with the future mature form.
Liao Xuhua, a senior analyst in the analysys interactive entertainment industry, analyzed in an interview with reporters that the concept of the metacosm itself was hyped up by Wall Street, and whether it was short-lived depended on whether the capital side wanted to find a new concept.
For now, Facebook CEO Mark Zuckerberg's determination to metaverse is firm. In July this year, Zuckerberg announced that Facebook would transform into a meta-universe company within five years, and then announced that it would set up a $50 million "XR Project and Research Fund" to study meta-universe-related technologies. Just recently, Zuckerberg made a big move again, announcing that Facebook had changed its name to Meta and saying that the metacosm would be the next chapter of the Internet.
Facebook previously claimed that it would take 10-15 years for the concept of a metacosm to bear fruit. Similarly, Liao Believes that the metacosm is an overly advanced concept that will not be reflected in actual performance for at least three years.
However, Liao Xuhua said that meta-universe also has a pragmatic route, he is optimistic about VR games, digital twins and XR+ industrial/public services, these specific applications have very great development value and market prospects.
In order to realize the virtual world, immersion and other key elements of the metaverse, VR technology is indispensable, which is considered to be an important entrance to the metaverse by the industry and once again stands on the cusp.
According to the data of Tianyancha, since 2021, China has added more than 3300 VR-related enterprises, with an average of more than 12 new companies per day. IDC and other institutions statistics, in 2020 the global virtual reality market size of about 90 billion yuan, of which the VR market 62 billion yuan, AR market 28 billion yuan, is expected to 2020-2024 five-year period virtual reality industry annual growth rate of about 54%, of which VR growth rate of about 45%, AR growth rate of about 66%, 2024 both share of 240 billion yuan.
Tianfeng International Guo Mingji Research Report pointed out that Meta will ship 9 million VR devices in 2021 and expect to reach 1 billion users in the 10-year meta-universe, and the Wi-Fi supply chain will significantly benefit from this trend.
Hitching a ride on the Meta-Universe Express, the VR industry is expected to usher in a new round of development opportunities. However, under this grand and elaborate concept, the geometry of the development prospects is still unknown.
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