1. The top ten leading stocks of the Metaverse
According to the four major sectors of the Metaverse: content experience, interaction, data transmission and value transmission. Top 10 leading stocks: Roblox; Unity; Activision Blizzard; Facebook; Sony; WIMI; Goertek; Sunny Optical; BOE.
Stock Profile
1. Roblox (RBLX.N): It is the largest stock of metaverse concept stocks, and a UGC platform for games; as a UGC platform, while Roblox provides players with games, It also provides a developer editor for creating games, allowing players to create their own games and upload them, and can also share with the platform. The reason why this platform is said to be the first share of the metaverse concept is that a company or a research and development team must be beyond the reach of realizing the imagination of the metaverse. When the game participants are also game developers, and the game platform is jointly built by all participants, the game can truly have massive content and approach the real world.
2. Unity (UN): It is a world-leading game engine company. In Apple and Google stores, more than 50% of the top 1000 games are made with Unity; it can be used for creation, Operate and monetize any real-time interactive 2D and 3D content, supported platforms include mobile phones, PCs, tablets, game consoles, augmented reality and virtual reality devices.
3. Activision Blizzard (ATVI.O): Activision Blizzard is the world’s largest game developer and publisher, with a series of top game IPs such as World of Warcraft and Overwatch.
4. Facebook (FB.O): Facebook announced in July 2014 that it had acquired Oculus for $2 billion. Oculus has become the top supplier of the entire VR headset market, occupying the entire 25.9% of the VR market.
5. Sony (SONY.N): It is a VR headset launched by Sony Computer Entertainment (SCE). The shipment of PlayStation VR is 429,000 units, with a market share of 18.8%.
6. WIMI Hologram (WIMI.O): On April 1, 2020, WIMI Hologram officially landed on Nasdaq, with an issue price of US$5.5, and officially became the “Number One Holographic AR” share”. WIMI’s revenue includes AR advertising service revenue, AR entertainment revenue and revenue from semiconductor business.
7. Goertek (002241.SZ): It is an acoustic leader, providing finishing services for Oculus and psvr.
8. Sunny Optical: It is the world’s leading manufacturer of comprehensive optical components and products. It was successfully listed on the main board of the Hong Kong Stock Exchange in June 2007. At present, the company has formed the mobile phone industry, security industry , the automotive industry, the microscopic instrument industry, the AR/VR industry, the robotics industry, the industrial testing industry and the medical testing industry.
9. BOE A (000725.SZ): BOE can provide VR/AR display modules and system solutions, featuring high picture quality, high refresh rate and fast response, bringing clear and smooth virtual world experience.
10. Visionox (688127.SH): It is the technology of VR display with the highest pixel density in China.
2. What are the concept stocks of the metaverse
The concept of metaverse was first introduced by American science fiction writer Neil Stevenson in 1992. Created in the novel “Avalanche”. Metaverse refers to the space of the virtual world.
Metaverse concept stocks include:
1. Tianzhou Culture: According to the second quarter of 2021, the company’s total revenue is 157 million yuan, the net profit rate is 14.43%, and the gross profit rate is 47.44%. %. Acquired Youai Network, invested in the development of AR, VR interactive games and application projects.
2. Zhongqingbao: According to the second quarter of 2021, the company’s total revenue is 84.33 million yuan, with a net profit margin of 8.58% and a gross profit margin of 55.54%. The company focuses on online games, and increases investment in 5G cloud game technology and VR/AR virtual and reality technology.
3. Golden Horse Amusement: According to the quarterly report for the second quarter of 2021, the total operating income of Golden Horse Amusement increased by -4.31% year-on-year to 123 million yuan, with a gross profit margin of 40.58% and a net profit margin of -16.72%. The company has developed eight series of film and television products including VR series, among which the VR motion theater products have been delivered and put into use.
4. Shunwang Technology: In the second quarter of 2021, the company’s total revenue is 255 million yuan, with a net profit margin of 17.34% and a gross profit margin of 62.04%. It provides cloud computer services to more than 800,000 users on the Internet side. Technology and innovation empower the Metaverse.
5. Longli Technology: In the second quarter of 2021, the company’s revenue increased by -15.76% year-on-year to 452 million yuan, with a gross profit margin of 0.91% and a net profit margin of -12%. The company’s Mini-LED technology has achieved research and development breakthroughs in the VR field. VR products have been delivered in batches and entered the supply chain of world-renowned enterprises. End customers include Huawei and Samsung.
6. Huace Film and Television: According to the quarterly report for the second quarter of 2021, the total operating income of Huace Film and Television increased by 131.02% year-on-year to 813 million yuan, with a net profit margin of 11.89%. Lanting Digital, which has a stake in Huawei, is Huawei’s global VR partner and joint operator. The company is engaged in the research and development of VR imaging software and hardware.It leads the industry in terms of production capacity and production strength. So far, it has completed more than 200 high-quality original works, and created China’s first VR movie “To the End” and the first VR fighting event “Kunlun Battle”.
Expanded information:
Metaverse is considered to be a reform of the next-generation Internet technology interaction model, and leaders such as Facebook, Tencent Official, and Giant Engine are also committed to taking the initiative in this field.
Metaverse concept stocks exploded collectively, and their stock prices soared. Cool definitions such as “the next-generation form of Internet evolution” and “the boundary between the real world and the virtual world” add more sci-fi and mysterious colors, and also bring room for expectation and speculation. For investors, it is interesting to imagine the metaverse as a fantastic sci-fi imagination, and the layout of Facebook is also an endorsement.
However, when a concept prevails, it is especially important for investors to distinguish whether it is a real outlet, a “new wine in an old bottle”, or a beautiful “bubble”. After all, investing is not a game in the virtual world, but an investment in real money. If you blindly pursue the grand, illusory concept of the metaverse, you may hurt your pocketbook.
3. What stocks are there in the Metaverse concept stocks
The leading stocks in the Metaverse concept stocks are mainly divided into the following categories, such as Yishang Show, Danghong Technology, Wondershare Technology, Pingzhi Information, and Mango Super Coal, etc. As for which one is worth investing in, it still needs to be combined with the actual situation. Not every one is worth choosing, and a comprehensive analysis is also required.
The stock market is risky, and investment needs to be cautious. This article does not serve as any investment advice.
Expansion information
1. Yishang Display
The company mainly provides exhibition services. The business consists of three parts, namely brand terminal display service and virtual display service. It promotes the corporate culture to users, displays the brand image, creates value for customers, and effectively promotes product sales.
2. Danghong Technology
The company mainly focuses on the research of intelligent video. After years of technology accumulation, it will provide high-quality encoding, full-platform playback, intelligent portrait recognition, and video cloud services, etc. Wait. This itself is a project for the field of public security and media culture, and it is also a national high-tech enterprise, which deserves everyone’s attention.
3. Wondershare
Consumer software mainly focuses on home consumers, as well as some software launched around individuals, all of which have a certain relationship with entertainment, work and life. The company has independently developed more than 100 types of software, mainly digital documents, multimedia, and cross-end data management. It can be used in a wide range of operating systems for tablet computers, personal computers and smartphones, including windows, Android, and iOS.
4. Mango Supermedia
After the asset reorganization, the company has acquired a number of companies, namely Shanghai Tianyu Media Company, Mango Film and Television Culture Co., Ltd., and Shanghai Mango Interactive Entertainment Technology Co., Ltd. The business that these companies mainly bring to everyone has some relationship with new media, which involves media entertainment interactive content and media retail industry.
5. Pingzhi Information
The main business of this company is that digital reading companies will have high-quality text content, as well as audio reading content, which can be read through vehicles, tablets, smartphones, PCs and electronic devices. Reader to effectively bring high-quality reading services to users. It will cover a lot of content, such as publishing books, newspapers, magazines, online literature bureau art talks, radio broadcasts, and education and training, etc., which can fully meet the reading needs of each user.
Only which one should you choose when investing, it can only be combined with the actual situation, not 100%.
The stock market is risky, and investment needs to be cautious. This article does not serve as any investment advice.
4. What are the Huawei Metaverse concept stocks
Huawei concept stocks mainly refer to Huawei’s main suppliers, companies that have business dealings with Huawei, and the company’s revenue Companies that are highly dependent on Huawei or make up a significant portion of their revenue.
For example, Huawei mobile phone-related manufacturers 600260 Kaile Technology, 002369 Zhuoyi Technology, 600203 Furi Electronics; 00354 China Software International, 300598 ArcherMind Technology, 300735 Guanghong Technology, 300098 Gosuncn Technology and by Former Huawei employees went out to found 002415 Hikvision and so on. In addition, there are 002194 Wuhan Fangu, 002446 Shenglu Communication, 300134 Dafu Technology, 300025 Huaxing Venture, 300310 Yitong Century, 300312 Bangxun Technology, 300050 Century Dingli, etc. A total of 33 stocks.
1. The leading stock of Huawei stock
1. Triumph Technology (600552): The leading stock of Huawei. In the optoelectronic display segment, Shenzhen Guoxian, a subsidiary of Shenzhen Guoxian, has shrunk product lines, worked hard to reduce costs and increase efficiency under the general situation of shrinking overall demand in the flat panel market.At the same time as major customers such as Amazon, Samsung, and Lenovo, they successfully entered the Huawei mobile phone supply chain.
2. BAIC Blue Valley (600733): Huawei’s leader. The subsidiary BAIC New Energy and Huawei signed the Comprehensive Business Cooperation Agreement in Beijing on January 28, 2019. Relying on their respective advantages, the two parties jointly “develop technology for the next generation of intelligent networked electric vehicles”.
3. Xiaokang Co., Ltd. (601127): Huawei’s leader. Comprehensive cooperation with Huawei, mainly in the fields of industrial Internet, ICT infrastructure, intelligent new energy vehicles, and networking.
2. Domestic Metaverse Concept Stocks
Domestic Metaverse Concept Stocks include Zhongqingbao, Baotong Technology, Tom, Wanxing Technology, Tianxiaxiu, Changxin Technology, Fengyuzhu, Sanqihu Entertainment, Caesars Culture, Perfect World, Shunwang Technology, Digital Video, GoerTek and other companies, in addition to Tencent, Alibaba Metaverse concept stocks are also on the rise.
3. The metaverse also has its own closed-loop economy. The economic system of the metaverse is unique and independent. It can be combined with all economic systems in reality. People can create value in the metaverse and then The exchange value realizes the real and virtual economic shuttle.
5. What are the leading stocks in the metaverse concept
The leading stocks in the metaverse concept are mainly divided into the following categories, such as Yishang Show, Danghong Technology , Wanxing Technology, Pingzhi Information and Mango Chaomei, etc. As for which one is worth investing in, it still needs to be combined with the actual situation. Not every one is worth choosing, and a comprehensive analysis is also required.
1. Yishang Display
The company mainly provides exhibition services. The business consists of three parts, namely brand terminal display service and virtual display service. It promotes the corporate culture to users, displays the brand image, creates value for customers, and effectively promotes product sales.
2. Danghong Technology
The company mainly focuses on the research of intelligent video. After years of technology accumulation, it will provide high-quality encoding, full-platform playback, intelligent portrait recognition, and video cloud services, etc. Wait. This itself is a project for the field of public security and media culture, and it is also a national high-tech enterprise, which deserves everyone’s attention.
3. Wondershare
Consumer software mainly focuses on home consumers, as well as some software launched around individuals, all of which have a certain relationship with entertainment, work and life. The company has independently developed more than 100 types of software, mainly digital documents, multimedia, and cross-end data management. It can be used in a wide range of operating systems for tablet computers, personal computers and smartphones, including windows, Android, and iOS.
4. Mango Supermedia
After the asset reorganization, the company has acquired a number of companies, namely Shanghai Tianyu Media Company, Mango Film and Television Culture Co., Ltd., and Shanghai Mango Interactive Entertainment Technology Co., Ltd. The business that these companies mainly bring to everyone has some relationship with new media, which involves media entertainment interactive content and media retail industry.
5. Pingzhi Information
The main business of this company is that digital reading companies will have high-quality text content, as well as audio reading content, which can be read through vehicles, tablets, smartphones, PCs and electronic devices. Reader to effectively bring high-quality reading services to users. It will cover a lot of content, such as publishing books, newspapers, magazines, online literature bureau art talks, radio broadcasts, and education and training, etc., which can fully meet the reading needs of each user.
Only which one should you choose when investing, it can only be combined with the actual situation and not 100%.
6. China’s Metaverse Concept Stock Leaders
China’s Metaverse Concept Stock Leaders mainly include the following five, Tencent Holdings, ByteDance, Goertek, Allwinner Technology, Eosun
1. Tencent Holdings (but Tencent is a Hong Kong stock), if there is a domestic company that can become the leader of the Metaverse, then there is no doubt that this company is the most likely Tencent Holdings, because the original form of the metaverse is games plus social networking, and the final form is a complete mapping of the real world.
2. ByteDance, ready to be listed on the Science and Technology Innovation Board, is currently the most popular Internet platform for young people in China, including Douyin, Toutiao, and Xigua Video. Their parent company is ByteDance. In April this year, ByteDance spent 100 million to acquire the Metaverse game company Code Qiankun. In August, it spent 9 billion to acquire a VR hardware manufacturer that accounts for more than 50% of the domestic market. pico,
3. From 2021 to 2025, the global average annual growth rate of VR products is 41%, and the average annual growth rate of AR products is 138%. Facebook, ByteDance, they want In the Metaverse, their VR equipment OEMs should not be able to escape Goertek, because Goertek’s market share in the foundry field exceeds80%. In the first half of the year, Goertek’s smart hardware revenue has reached 11.2 billion, accounting for 37% of its revenue. This also means that Goertek is currently the purest virtual reality metaverse equipment supplier in A-shares.
4. Allwinner Technology, Allwinner Technology is the only low-end vr chip concept stock in China. Its dedicated vr virtual reality chip vr9 can reach a speed of 70 frames per second. The vr chip concept stock is very It is rare, high-end chips can only be made by Qualcomm and Apple, and if China wants to make a copycat version of VR in the future, then its chips will be (highly likely) provided by Allwinner Technology.
5. Eosin, the most basic facility of the Metaverse is computing power. Why are the current models of the Metaverse all Lego models? Because of their lack of computing power, they can only support simple two-dimensional cartoon-like images. With the improvement of computing power in the future, there will be more realistic modeling and interaction to support the creation and experience of virtual reality content. One piece will make the technology of the Metaverse more acceptable to adults. In this piece, the computing power leader in the United States is NVIDIA, and in China, I choose the dual market leader of telecommunications and datacom, Xinyi Sheng, he is one of the few companies in China that can break through 800g data centers and optical modules, and is planning to build a new production capacity of 2.85 million high-speed optical modules. In the first half of 2021, the revenue increased by more than 70% year-on-year.
7. What are the metaverse concept stocks
There are many metaverse concept stocks:
1. Chip: Allwinner Technology, Rockchip, Beijing Jun just.
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.
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