Meta-cosmic conference is about to open, plate shock stronger

After the opening of May 25, the yuan Universe plate shock strong, Jinyun Laser (300220.SZ) 20CM trading limit, blue cursor (300058.SZ) up 11%, Fengyuzhu (603466.sh), Tiandongonline (002995.SZ) trading limit, the plate performance is relatively strong.

On the news, it is reported that the "Exploration and Experiment - Meta-universe Consensus Conference" sponsored by China Mobile Communications Federation and meta-universe Industry Committee, Zhongguancun Big Data Industry Alliance and meta-universe think Tank Committee will be live broadcast on the whole network from May 27 (Friday) to May 29 (Sunday). Assembly is divided into "concept and the industry" and "technology and application" "ecology and governance" three major themes, is committed to explore how to use technology across time and space limitations of create a new type of social existence and social space, how to make the new economic mode and management mode can be born, be born to the prosperity and development, how to avoid the chaos through the development of "consensus", Let the industry symbiosis for a series of unknown propositions.

The conference will release consensus on the "Code of Conduct for The Citizens of the Universe", "Rules of Governance of the Universe", "General Principles of Technology of the Universe", "Application Guide of the Universe" and "Standard Guide of the Universe", and jointly study the "Three-year Action Initiative for Innovation and Development of the Universe Industry", and launch the "Public service platform of the Universe".

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Virtual worlds, which are covered by the concept of the metadverse and use advanced technology to create virtual reality, games and other digital experiences, have recently attracted global attention and become a new investment theme that investors are increasingly focusing on.

As the global industrial chain and supply chain have been greatly impacted by the COVID-19 pandemic, the meta-universe has been written into the local "14th Five-year Plan" for many times. With the acceleration of the integration of virtual world and physical world, the development direction of "promoting reality with virtual world and strengthening reality with virtual world" has gradually become clear. With the gradual maturity of the technology of the meta-universe, related application scenarios will be widely used in various fields.

According to a recent report by international consulting firm Analysis Group, the metasexes will contribute $3 trillion to global GDP over the next decade (2022-2031) from 2022.

The report predicts that the metasverse will contribute 2.8 per cent of global GDP over the next decade. The proportion of metasexes in GDP is the highest in the United States, the Asia-Pacific region and Europe. The metasexes industry in the Asia-Pacific region will reach 1.04 trillion US dollars. The United States will get $560 billion; The European region will reach $440 billion.

The report also points out that the metasemes are not yet fully formed, but as the technology is perfected and popularized, it will have a far-reaching and wide-ranging impact on the world. At present, the development of the metasexes is facing technological and policy challenges. To build a true metasexes industry and generate economies of scale, it needs the joint efforts of all links of the industrial chain.

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According to data from data. AI, a unified data AI platform, the number of metasome-related apps in the mobile application market has been growing continuously since 2020, among which social apps have shown a leading trend. The global demand for virtual image social apps is rapidly increasing, and the number of downloads in the first quarter of 2022 increased by 60% year-on-year to 38 million. An increase of 215% from the same period in 2020.

Societe Generale Securities pointed out that the meta-universe theme plate daily average turnover is higher, reflecting the attention and activity of the capital market. Analysts believe that the meta-universe is expected to be the main investment thread throughout 2022, with the influx of enterprises and capital triggering resonance and accelerating the development of the meta-universe industry.

Currently, the metasexes are still being explored, but are expected to form a vast digital space supported by technologies such as augmented reality (AR), virtual reality (VR) and mixed reality (MR). As mobile technology becomes as widely used, it is expected to have far-reaching implications, with the potential to transform industries as diverse as education, healthcare, manufacturing, communications, entertainment and retail, according to Analysis Group.

Open source Securities Research Report said that domestic enterprises in the "people (virtual people), scene (virtual community, open world games and platforms), economic system (NFT)" in the industrialization is also constantly advancing, blue cursor, Zhewenet (600986.sh) and other listed companies have launched their own IP virtual digital people and commercial operations. Based on the positive advancement and long-term space of metasuruniverse in technology and application, analysts suggest that the layout should be strengthened during valuation adjustment, and the virtual people, virtual communities and NFT track should be selected in combination with performance trends, valuation safety margin and commercialization progress.

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