① What is Metaverse Stocks
Metaverse stocks are stocks related to the Metaverse, and these stocks rely on the theme of “Metaverse” to support their prices. The current Metaverse concept stocks include Zhongqingbao, Shunwang Technology, etc.
The concept of the metaverse originated from Neil Stephenson’s science fiction novel “Avalanche”, which depicts a virtual digital world parallel to the real world, in which people in the real world have a virtual Doppelgangers, people compete with each other to improve their status by controlling this virtual doppelganger. At present, the most representative definition of the metaverse is that the metaverse is an online virtual data world that mirrors the real world. People enter the data world of immersive experience in a virtual way and experience the second life. Metaverse corresponds to domestic cloud games, VR and other industries, and is the ultimate form of the Internet.
1. Summary of opinions on the Metaverse:
Technical side of the Metaverse: At present, the technology we master is still far from the Metaverse, and there will also be many investment opportunities in technology. Such as infrastructure targets, interactive equipment targets, artificial intelligence targets, etc.; cloud computing targets and 5G communication operation trademarks, etc.
Metaverse business model side: Metaverse will have a great impact on our daily life, Fields such as social networking, games, consumption, etc. will bring about the upgrade and change of business models.
2. What are the Metaverse Concept Stocks?
What are the Metaverse Concept Stocks
_1, 300052 Zhongqingbao: Shenzhen Zhongqingbao Interactive Network Co., Ltd. ( hereinafter referred to as “Zhongqingbao”), established in 2003, is one of the earliest domestic game companies engaged in the development, operation and distribution of online games. It is also China’s first A-share listed game company (stock code: 300052). The first online game company to go public.
2. 002241 Goertek Co., Ltd.: Goertek Co., Ltd. was established in June 2001 and listed on the Shenzhen Stock Exchange in May 2008. It is a scientific and technological innovation enterprise with a global layout, mainly engaged in acoustic optoelectronic precision components As well as the research and development, manufacturing and sales of precision structural parts, intelligent complete machines and high-end equipment, it has established comprehensive competitiveness in many fields.
_3, 002624 Perfect World: The business covers three major sectors: Perfect World Games, Perfect World E-sports and Perfect World Film and Television. It is the largest movie and game complex in my country. In 2004, Perfect World Games was officially established, and its “Perfect World” was a great success with its self-developed 3D engine and traditional Chinese classic content from “Shan Hai Jing”. In July 2007, Perfect World Games was successfully listed on NASDAQ in the United States.
4. 300031 Baotong Technology: Wuxi Baotong Technology Co., Ltd. was established in 2000. After nearly 20 years of exploration and practice, it has adopted Centennial Industrial Conveying, Baotong Intelligent IoT, and Baoqiang Weaving. It is an industrial collaboration platform, with the “advanced transportation technology and digital service innovation center” as the technology incubation carrier, adheres to the concept of scientific and technological innovation and sustainable development, and actively exerts the advantages of the industrial chain to provide downstream mineral mining, steel smelting, building materials and cement, ports and terminals. , thermal power generation and other industries to provide safe, reliable, energy-saving, high-efficiency, green, intelligent and interconnected industrial bulk material transportation products, technologies and services.
_5, 300264 Jiachuang Video: Shenzhen Jiachuang Video Technology Co., Ltd. was established in 2000, focusing on the research and development and integration services of digital TV systems. It is a leading provider of digital TV overall solutions in China. One of the earliest high-tech enterprises in China to devote itself to the digital TV industry. In 2002, it took the lead in constructing and deploying a digital TV system capable of large-scale operation in the two provincial capitals of Zhengzhou and Shenyang.
6, 300296 Leyard: Leyard Optoelectronics Co., Ltd., formerly known as Beijing Leyard Electronic Technology Co., Ltd., was established on August 21, 1995. In November 2010, Leyard Optoelectronics Co., Ltd. was changed from a limited liability company to a joint stock company. Leyard Optoelectronics Co., Ltd. is a high-tech enterprise specializing in the research and development, design, production, sales and service of LED application products. It is committed to providing customers with efficient, energy-saving and reliable LED application products and their overall solutions.
_7, 300624 Wanxing Technology: Wanxing Technology Group Co., Ltd. (300624.SZ) was established in 2003 and listed on the A-share Growth Enterprise Market in 2018. It is the world’s leading new generation of digital creative empowerment It is committed to becoming a unique and influential century-old software store in the world. The company provides cutting-edge, simple and convenient digital creative software products and services to a large number of new-generation Internet users around the world, empowering people to express their creativity in a unique way in the digital age, and helping every new-generation creator to turn inspiration into visible reality.
_8, 300036 SuperMap Software: Beijing SuperMap Software Co., Ltd., a large-scale geographic location with completely independent intellectual property rightsInformation system software platform. Including cloud GIS platform software, component GIS development platform, mobile GIS development platform, desktop GIS platform, network client GIS development platform and related spatial data production, processing and management tools.
_9, 300079 Digital Video: Beijing Digital Video Technology Co., Ltd. is a world-class video technology service platform company. Listed with the stock code of “300079”. The company is committed to video technology, encryption technology, 5G technology, AI technology and other fields, conforming to the development trend of the times, and has gone through five strategic development stages.
②What is the concept of Metaverse
The term Metaverse was born in the 1992 science fiction novel “Avalanche”, which depicts a huge The world of virtual reality, where people are controlled by digital avatars and compete with each other to improve their status, still describes a world ahead of its time.
In March 2021, Roblox, the first share of the metaverse concept, was officially listed on the New York Stock Exchange; in May, Facebook said it would transform into a metaverse company within five years; In August, ByteDance spent huge sums of money to acquire Pico, a VR startup. Metaverse has undoubtedly become one of the most popular concepts in the technology field.
Accurately speaking, the metaverse is not a new concept, it is more like a rebirth of a classic concept, under the new technologies such as extended reality (XR), blockchain, cloud computing, digital twin and so on. concept materialization.
Related industries
From the point of view of enterprises, Metaverse is still in the initial stage of industry development. Whether it is the underlying technology or application scenarios, it will be more mature in the future. There is still a big gap compared with the form, but this also means that the metaverse-related industries have a huge space for expansion.
Therefore, digital technology giants with multiple advantages want to hold on to the market, and start-ups in the digital technology field must make arrangements in advance to gain the opportunity to overtake in corners, or even add code yuan universe track.
③ What stocks are there in the Metaverse concept stocks
The “Metaverse” concept stocks are mainly stocks of some game companies. 1. Recently, large foreign Internet companies have expressed that they will build a more realistic virtual world to attract customers in order to cope with the real problem of peak traffic, and throw out the concept of “metaverse”. Objectively speaking, the concept of “metaverse” does draw a “big pie” for the development of the industry. It will integrate a variety of new technologies to generate new Internet applications and social forms that integrate virtual and real, and provide an immersive experience based on extended reality technology. , based on digital twin technology to generate a mirror image of the real world, the virtual world and the real world are closely integrated in the economic system, social system, and identity system, which may bring long-term investment opportunities.
2. On the other hand, looking at the domestically hyped “metaverse” concept stocks, it is found that most of the companies are game software companies, which is far from the “metaverse” concept of foreign Internet companies. What is surprising is that when a listed company in the A-share market said it would launch a “metaverse” concept game, its stock price rose sharply. Could it be that the domestic capital’s understanding of the concept of “metaverse” only stays at the game level? A “metaverse” that makes games more realistic may struggle to attract continued inflows of money.
3. Individual investors should keep a clear understanding of the currently hotly hyped “metaverse” concept stocks, and must not rashly pay for a newly emerging and immature concept. To judge the growth of the industry, first of all, it depends on whether the application terminal is popular and whether the connection between virtual and reality can be established. Secondly, there must be real content construction and landing scenes. When the sales of “Metaverse” terminal products increase, the demand for terminal manufacturers and foundries increases; content companies begin to provide other content products with social attributes; new technologies and companies continue to optimize the various components of “Metaverse” Only then did the industry really begin to mature. “Metaverse” is still far from entering the homes of ordinary people. Excessive capital speculation is not conducive to the healthy development of the capital market. Regulatory authorities should pay close attention to market dynamics, account linkage, and abnormal transactions, and strictly investigate and punish market manipulation in accordance with laws and regulations, so as to purify the market ecology.
④ What are Metaverse stocks and what stocks are included in them
Metaverse stocks refer to stocks that involve Metaverse technology or production-related hardware. Its business model will be mainly applied in social, gaming, consumption and other fields, which will bring about the upgrading and even subversion of the business model. This also means that such concept stocks have great potential in the future, but there is still a long way to go before they can be fully realized.
Including 1. Chips: Allwinner, Rockchip, Beijing Junzheng.
2. Display: BOE A, Shentianma A, Visionox.
3, Optics: Lante Optics, Lianchuang Electronics, Crystal Optoelectronics, Oufeiguang, Lens Technology, Sunny Optical, United Optoelectronics, Zhongguang Optics, Fujing Technology, Yongxin Optics.
4. Sensor: Weil shares.
5. OEM (ODM/OEM): Goertek, Wingtech, Xinwangda, Lingyi Zhizao, Pengding Holdings, Zhaowei Electromechanical, Guoguang Electric, Changying Precision.
6. Storage: Zhaoyi Innovation.
7. Packaging: Jingfang Technology, USI.
8. UI/OS: Thundersoft.
9. Technical Support: Digital Video, Wondershare Technology, SuperMap Software.
10. Games: Perfect World, Baotong Technology, Shengtian Network, Zhongqingbao, Shunwang Technology, Tianshen Entertainment, Gigabit, Sanqi Interactive Entertainment, Century Huatong.
Metaverse
Metaverse is a virtual world that is linked and created by means of technology, and is a virtual world that maps and interacts with the real world, a digital living space with a new social system.
It integrates a new type of Internet application and social form that integrates a variety of new technologies. It provides an immersive experience based on extended reality technology, generates a mirror of the real world based on digital twin technology, and is based on block Chain technology builds an economic system, which closely integrates the virtual world and the real world in the economic system, social system, and identity system, and allows each user to produce content and edit the world.
The Metaverse is essentially the process of virtualizing and digitizing the real world, which requires a lot of transformations in content production, economic systems, user experience, and physical world content. However, the development of the Metaverse is gradual, supported by shared infrastructure, standards and protocols, and is finally formed by the continuous integration and evolution of numerous tools and platforms.
⑤ What are the metaverse concept stocks
There are many metaverse concept stocks:
1. Chip: Allwinner Technology, Rockchip , Beijing Junzheng.
2. Display: BOE A, Shentianma A, Visionox.
3, Optics: Blue Optical, Lianchuang Electronics, Crystal Optoelectronics, Oufeiguang, Lens Technology, Sunny Optical, United Optoelectronics, Zhongguang Optics, Fujing Technology, Yongxin Optics.
4. Sensor: Weil shares.
5. Storage: Zhaoyi Innovation.
6. OEM (ODM/OEM): Goertek, Wingtech, Xinwangda, Lingyi Zhizao, Pengding Holdings, Zhaowei Electromechanical, Guoguang Electric, and Changying Precision.
7. Packaging: Jingfang Technology, USI.
8. UI/OS: Thundersoft.
9. Technical support: Digital Video, Wondershare Technology, SuperMap software.
10. Games: Perfect World, Baotong Technology, Shengtian Network, Zhongqingbao, Shunwang Technology, Tianshen Entertainment, Gigabit, Sanqi Interactive Entertainment, Century Huatong.
Introduction:
The term Metaverse was born in the 1992 science fiction novel “Avalanche”, which depicted a huge virtual reality The world, where people are controlled by digital avatars and compete with each other to improve their status, still describes a future world ahead of its time.
⑥ What are the new concept sectors of the Metaverse and what are the Metaverse concept stocks?
The concept of “Metaverse” is closely related to the development of VR, AR and other virtual reality technologies , large domestic and foreign Internet companies are adding weight to this new track.
What are the Metaverse stocks in 2021? List of leading listed companies in Metaverse, concept stocks of related listed companies in Metaverse
1. Digital video, popular leader – replied on August 31, 2021 that the company’s accumulation in video, compression and codec can provide The underlying basic technology with high-rate lossless compression and codec as the core of ultra-high-definition video can provide the technical cornerstone for the realization of large-scale applications in the Metaverse; on the other hand, a large number of core digital assets represented by NFTs formed in the Metaverse field need to be transferred to companies. Have the ability to cooperate with platform companies to create platform-level application development and provide infrastructure for Metaverse digital asset transactions. The company is the second manufacturer in the world with a complete set of motion sensing technology solutions after Microsoft. It has a number of domestic first technologies and patents, and all core technologies are independent intellectual property solutions. The leading digital TV software and system equipment provider in China has the world’s first real-time 360-degree panoramic 4K resolution VR video live broadcast technology, providing equipment support for CCTV’s 5G network 4K TV transmission test. As a strategic partner of Huawei, the company is responsible for the development of encoding side equipment. At present, the company has completed the development of AVS2, HEVC format 8K encoder, and has made the only docking and adaptation with Huawei’s 8K chip, and will publicly display the encoding effect at the CCBN exhibition. The company’s digital copyright is currently mainly pre-integrated with the main chip of HiSilicon.
2. Baotong Technology, a popular leader – the announcement on August 30, 2021 shows that the company is actively expanding new businesses in the fields of VR, AR and MR in terms of the layout of new technologies, as well as combining cloud computing and .The new model of innovative game business such as �� Universe, revolves around new technologies, and promotes the implementation of emerging technologies in the game scene.
3. Hypergraph software, popular leader-August 19, 2021 replied that the Metaverse needs to build a virtual, twin world and this world needs to map the real geographic space into the virtual space, This requires 3D GIS to implement geospatial mapping. The integration of hypermap 3D GIS and game engines (Unity and Unreal) is a grasp of the geospatial mapping of the metaverse.
4. Wanxing Technology, on August 31, 2021, replied that the company built an AI digital creative research and development center to strengthen the research and development of cutting-edge technologies related to video creativity: external investment and domestic 3D cloud platform leading provider gravitational waves combined internal and external forces Actively enhance the company’s technical strength in the field of innovation. In the future, the company will also continue to deepen its digital creativity, improve its business layout in the AR/VR field, and expand the digital creative metaverse and new creative fields.
5. Perfect World, on August 31, 2021, replied that the company has a competitive advantage in multiplayer online role-playing games, deep online entertainment content production capabilities, engines, VR, AR, AI, etc. The solid technology accumulation in the field and the deep user perception have built a good first-mover advantage for the breakthrough of next-generation entertainment methods such as the Metaverse.
Metaverse Concept currently has a small number of stocks, and most of them are stocks on the Growth Enterprise Market. More stocks may be added to this concept board in the future. Among these stocks, we can find relatively large growth rates. Stocks with better shape intervene, and superimpose more votes with more concepts, so that the probability of continuous rise will be greater. Follow me and continue to update stock information on hot sectors. Sanqi Mutual Entertainment, Century Huatong.
⑦ The concept of “metaverse” is on fire, are you optimistic about the concept stocks of “metaverse”?
I am very optimistic about the metaverse, I think the metaverse may be new development direction in the future.
The concept of the metaverse first came from the blockchain field, and it was also hyped as various virtual currencies. Although many people do not believe in virtual currency, they even think that the metaverse is just a tool for everyone to use capital to hype. But the metaverse itself has great potential for development, and it is also very suitable for young people. I think as young people become the mainstay of society, the concept of the metaverse will take hold.
First, the concept of the metaverse is extremely popular.
The concept of the Metaverse is currently relatively popular in the virtual currency market and investment circle. In the entire virtual currency market, the AXS coin in the concept of the Metaverse has soared by 200 times in two months. In the investment circle, many well-known institutions choose to invest in the concept of Metaverse. The metaverse can be understood as the 2.0 version of the Internet, and I think more and more people will join the metaverse.
⑧ What is the performance of the “Metaverse” concept stocks?
Answer: Hello, mature Metaverse products require 5-10 years of technology and the number of users the precipitation. Therefore, before the infrastructure is popularized, it is difficult for the Metaverse to intuitively reflect its performance. From the “first share of A-share metaverse games”, the share price of Zhongqingbao Company doubled in ten days with the market sentiment. In terms of performance, the company’s operating income in the first three quarters was 257 million yuan, a year-on-year increase of 28.5%; the net profit attributable to shareholders of listed companies was 13.565 million yuan, a year-on-year increase of 730.2%.
The seemingly good transcript actually hides a mystery. The net profit of Zhongqingbao in the third quarter was 2.018 million yuan, a year-on-year increase of 127.9%. In terms of quarters, the company’s net profit showed a downward trend every quarter. The high growth rate was actually caused by the low base in 2020.
First, Tom Cat’s performance:
The situation similar to Zhongqingbao is Tom Cat. Since the hype of the metaverse concept, the company’s stock price has risen by 37.85%. The company’s third-quarter results also performed well. The operating income in the first three quarters was 1.402 billion yuan, a year-on-year increase of 13.23%; the non-net profit attributable to shareholders of the listed company was 588 million yuan, an increase of 8.03% year-on-year. Among them, the company’s operating income in the third quarter was 485 million yuan, a year-on-year increase of 44.14%; deducted non-net profit of 180 million yuan, a year-on-year increase of 70.58%. As for the reason for the performance growth, Tom Cat believes that it is due to the stable long-term operation of the core game product matrix. However, the company is still in the exploratory stage in the metaverse business and has not achieved profitability, and all projects related to the metaverse concept are still in the special studio stage.
II. Goertek
Goertek’s operating income was 52.789 billion yuan, a year-on-year increase of 52%; its net profit was 3.333 billion yuan, a year-on-year increase of 65.28%; its operating cash flow was 5.759 billion yuan, a year-on-year increase of 65.28%. An increase of 112.68%. Goertek’s revenue and net profit growth rates declined slightly in the third quarter, 17.46% and 29.61%, respectively, but they were still in line with market expectations.
In the first three quarters of 2021, the revenue of Goertek’s precision components business was 10.29 billion yuan, a year-on-year increase of 23.86%;�Increased by 25.72%. In addition, the company’s smart hardware business revenue increased by 119.07% year-on-year to 22.23 billion yuan. From the perspective of the growth rate of segmented business, Goertek is gradually transitioning from “fruit chain” to “metaverse”, and the proportion of VR/AR hardware block revenue has increased significantly year by year.
⑨ What is the metaverse concept stock What does the metaverse concept stock mean
Metaverse concept stock refers to some related metaverse technology or production For hardware stocks, its business model will be mainly applied in social, gaming, consumer and other fields, which will bring about upgrades and even subversion of business models. This also means that such concept stocks have great potential in the future, but there is still a long way to go before they can be fully realized.
The concept of the metaverse was first created by American science fiction writer Neil Stevenson in his 1992 novel “Avalanche”. The metaverse refers to the space of the virtual world, which will provide users with rich consumer content and interactive experience, etc. It corresponds to domestic cloud games, VR and other industries, and is the ultimate form of the Internet. The metaverse concept stocks refer to stocks related to the metaverse concept.
Expanded information:
Concept stocks refer to stocks with certain special connotations, which are relative to performance stocks. Performance stocks need to have good performance support. The concept stocks rely on a certain theme, such as the concept of asset restructuring, the concept of three links, etc. to support the price. And this connotation is usually regarded as a stock selection and speculation theme, becoming a hot spot in the stock market.
Concept stock is a stock market term as a way of picking stocks. Compared with blue-chip stocks, which must be supported by good operating performance, concept stocks are just a combination of stocks of the same type that are listed as stock selection targets based on the same topic. Due to the advertising effect of concept stocks, there is no guarantee of profit.
Concept categories
Chinese and foreign concepts
1. Chinese concept stocks are relative to overseas markets. The same company can be listed on different stock markets. Therefore, some Chinese concept stocks may be listed in Listed at the same time in the country.
2. The reason why the United States accepts Chinese concept stocks is mainly due to the influence of China’s huge market, which is equivalent to investing in Chinese companies, but this reason is mainly due to the interest orientation of capital, in pursuit of higher investment returns, and has nothing to do with politics.
Restructuring is an eternal topic in the bull market. If you enter some stocks before restructuring, you will often get rich. Today’s Haitong Securities is the original Chengdu Construction Investment, which has risen 50 times in three years. The performance of restructured stocks is generally mediocre, but there are also some good stocks with the concept of restructuring and good performance, such as Yuntianhua currently held. Buying 10 restructured stocks in a down cycle, there are always a few that may be successful, so this kind of bet is also a good way to invest in stocks. An important part of the new “National Nine Articles” is to encourage market-oriented mergers and acquisitions. However, the halo of the concept of A-share mergers and acquisitions is no longer, but it has become a “high-risk minefield”. The failure of mergers and acquisitions or investigations have greatly injured shareholders. Hejia shares failed to restructure for two consecutive limit-downs, and the market value evaporated by nearly 3 billion yuan; insider trading during the restructuring frequently brought down the executives of listed companies, Roshow Technology, Jinfeng Investment and other company executives were investigated for alleged insider trading.
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