The Metaverse White Paper is released, these concept stocks are experiencing high growth, the latest news!

Source: Data Bao

The Metaverse is currently in the early stages of development and is expected to usher in an important development breakthrough in 2024

"Metaverse White Paper (2023)" released

The China Academy of Information and Communications Technology released the "Yuanverse White Paper (2023)" on November 23. According to the white paper, the Metaverse is currently in an early stage of development, known as the "Bulk Metaverse" period before 2030, which is to prepare the basic elements of the Metaverse. By 2024, the Metaverse will move towards its first upgrade, becoming a critical period from the stage of the front-end experience layer suitable for human terminals (the first stage) to the 3D immersive audio-visual layer (the second stage)

According to the white paper, after the period of element preparation, from 2030 to 2050, the Metaverse will truly enter the stage of rapid development and ecological formation. After 2050, the Metaverse will reach an ecological maturity stage, its user scale will reach the current penetration rate of mobile Internet, and the 3D digital world and the physical world will be seamlessly integrated

On November 22, the WMDC 2023 first Metaverse Developer Conference was held in Shanghai. With the theme of "New Era of Space Computing", it focuses on technological breakthroughs related to space computing and the changes in the application of the metaverse that it has caused.

Policy boosts the implementation of Yuanverse integration

The concept of the metaverse continues to be popular, and industrial development is in a period of vigorous development. According to statistics from Databao, since 2023, more than 30 policies or special plans to support the development of the Yuanverse have been introduced nationwide. Policies in many places mention integrating Yuanverse technology with urban characteristics and developing more virtual scenes, which will accelerate the integration of digital technology with all walks of life in public services and daily life

In September this year, five departments jointly issued the "Three-Year Action Plan for the Innovation and Development of Yuanverse Industry (2023-2025)". The plan points out that by 2025, the Yuanverse will achieve breakthroughs in technology, industry, application, and governance and become an important growth point for the digital economy. This is the first policy promulgated by the country in terms of the development of the Yuanverse industry, and it has iconic significance

Before and after, many provincial governments have successively issued top-level plans for the Yuanverse. So far, seven provincial-level governments in Shanghai, Zhejiang, Henan, Shandong, Sichuan, Chongqing, and Jiangsu have released the "Yuanverse Three-Year Action Plan."

On October 23, 2024, Jiangsu Province released the "Yuanverse Industry Development Action Plan (2024-2026)". The plan proposes that by 2026, the scale of Jiangsu Yuanshijia's industry will continue to expand, with the goal of exceeding 100 billion yuan and an average annual growth rate of more than 20%

The Chongqing Municipal Government released the "Chongqing Yuanverse Industry Development Action Plan (2023-2025)" on September 24, with the goal of achieving a scale of 100 billion yuan in the city's Yuanverse related industries by 2025, and building a The Yuan Universe Industrial Cluster and Innovation Application Pilot Area

has great domestic influence

The newest realm is the Metaverse, which is becoming more and more popular

The Metaverse is a virtual world that uses technological means to link and create, to map and interact with the real world, and to be a digital living space with a new social system. Metaverse has become a key application that integrates core technologies such as artificial intelligence, semiconductors, blockchain, 5G communications, software engines, and the Internet.

According to the predictions of the PwC research report, with the help of Web3 and AR/VR technology, the metaverse economy will become the next frontier. It is expected that by 2030, the Yuanverse economy will contribute up to US$1.5 trillion to the global economy. Deloitte Consulting noted that virtual reality technology could have a "transformative impact" on the Asian economy. By 2035, the Metaverse’s contribution to Asia’s GDP is expected to be between US$800 billion and US$1.4 trillion per year

According to the "China Metaverse Development Report (2022)", the output value of China's Metaverse upstream and downstream industries has exceeded 40 billion yuan, mainly in game entertainment, virtual reality (VR) and augmented reality (AR) hardware. It is expected that in the next five years, the domestic Yuanverse market will reach at least 200 billion yuan

Since the beginning of this year, A-share listed companies related to the Yuanverse are accelerating their march and answering investors’ latest business situations on the investor interactive platform

Ling Yunguang said that the company is based on "visual AI" technology and has created four major products and solutions including light field modeling, motion capture, XR shooting system, and panoramic shooting system, serving AR/ Intelligent production of virtual content such as XR/MR and integrated virtual and real content.

Feitian Yundong said that the company is a leading AR/VR content and service provider. It relies on its self-developed AR/VR engine to lay out the Yuanverse ecosystem and achieve digital upgrades and business expansion for enterprises in entertainment, Internet, e-commerce and other industries. Empowerment.

According to Zhejiang Cultural Internet Group, the company has applied virtual digital people and metaverse technology to the company’s digital marketing and innovation business sectors. The company has successfully built metaverse platforms such as "Datang Lingjing" and "Yuanverse Auto Park" to accelerate its expansion in the fields of automotive metaverse and cultural tourism metaverse

Guomai Culture takes content operation as its core and is committed to developing five major businesses including digital content, digital intelligence applications, metaverse, physical scenes and digital assets, and constantly exploring new formats and new models of digital culture

These concept stocks have full potential

According to data treasure statistics, as of the close of trading on November 23, there were 165 Yuanverse concept stocks in the A-share market. Since the beginning of this year, 8 stocks have increased by more than 100%, among which Hongbo shares ranked first with an increase of 399.5%, followed by Chinese Online, Wondershare Technology, Kunlun Wanwei, Guomai Culture, OFILM, and Huaxing Venture Capital and Gravity Media

According to the third quarter report data, there are 8 stocks whose net profits in the first three quarters have increased year-on-year and exceeded 1 billion yuan. Among them, China Mobile ranked first with a net profit of 105.5 billion yuan, followed by companies such as Xinhu Zhongbao, Mango Super Media, Lens Technology, Hisense Video and Century Huatong

From the perspective of valuation indicators, as of the close of November 23, there were 9 companies with a rolling price-to-earnings ratio of less than 20 times. Xinhu Zhongbao ranked the lowest with a price-to-earnings ratio of 9.41 times, followed by New Media Co., Ltd., Daoming Optical, and Hisense. Like, China Mobile, USI, 37 Interactive Entertainment, etc.

Judging from the consensus forecasts of 5 or more institutions, there are 16 concept stocks with net profit growth rates expected to exceed 20% from 2023 to the next three years. Among them, the three-year average net profit growth rate is at the forefront. Songcheng Performing Arts, Fengyuzhu, Shensangda A, Qianfang Technology, Baotong Technology, and ArcSoft Technology.

Disclaimer: All information content in Databao does not constitute investment advice. There are risks in the stock market, so investment needs to be cautious

Editor: Liu Junyu

The content that needs to be revised is: Proofreading: Wang Wei

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