The half -year interpretation of the listed company in the universe: The concept of the concept and the real layout is not the biggest volume is the winner.

From scratch, from small to large, time has witnessed the rapid growth of emerging tracks on new consumption and new economic tracks. Nowadays, many industries with vane have come to a critical period of transformation from large to strong.

In the past six months, the "Yuan Universe" of the fire is being landed on retail, cultural tourism and other tracks; Hi Tea and Naixue have fallen, and tea faces are rising. "CICF"; Smart car head brand Tes has reported 273 autonomous driving accidents in the past year, whether "automation and complacent" should be treated ... "Dare to ask where is the way" has become the common voice of the industry.

At the end of June, the last time of the performance statistics of most listed companies for the first half of this year, and then the newspaper season will come. From now on, the New Economy and Science and Technology of the Cover News have launched a series of articles on the semi -annual report observation, selecting some of the data of listed enterprises in the fields of the Yuan universe, NFT, new e -commerce, new tea, autonomous driving, digital virtual human human beings, etc. The company's strategic and business layout and other dimensions of portrait industries, comprehensively interpret the reality and future of these tracks.

Cover Journalist Meng Mei Ouyang Hongyu Intern Meng Xia

In the past few days, the Yuan universe concept sector, which is a popular sector in the secondary market, has attracted attention again.

On June 22, the concept stock of the Yuan universe fell the limit after the opening, and the related topics once appeared on the hot search. More than 5%. As of the close of the 22nd, only 8 of the 114 stocks in the concept sector of the Yuan universe rose. The day before, the sector experienced a strong redness, and nearly a hundred stocks rose.

In the overseas market, important news related to the field of the universe has also appeared frequently in recent days. According to reports, Tencent Holdings announced to its employees on Monday this Monday that the "expansion reality" (XR) department was regarded as accelerating the deployment of the Yuan universe. In the "Hurun China Most Influential Yuan Cosmic Enterprise TOP200" released last week, Alibaba, iQiyi, Baidu, JD.com and other Internet technology factories are also on the list. In addition, many technology giants including Microsoft, META, Huawei, etc. have recently formed an organization called the "Yuan Cosmic Standard Forum" and plans to hold a meeting in July.

What should we think of the market of the Yuan universe concept sector in the first half of this year? Which companies can grasp the air outlet of the Yuan universe? In the second half of the year, where is the "Nuggets" opportunity of the Yuan universe? On June 22, Shen Yang, a professor at the School of Journalism of Tsinghua University, predicted in an interview with reporters that the Yuan universe had both the capital bubble and had a practical foundation. From the perspective of long -term development, the Internet is in line with the characteristics of "Davido Law", that is, players who enter the market first will seize more than 50%of the share. Therefore, the accelerated research trend in this field is bound to better guide the development of the industrial and benefit the people.

The concept of the Yuan universe recovers

But the amount of "Yuan" is uneven

In January of this year, the concept stock of the Yuan universe ushered in collective cooling, and the sector continued to fall. It was not until the end of April that it started to stabilize and recover.

Oriental Fortune data shows that the A -share universe concept sector index rebounded all the way after bottoming April 27, an increase of 26.3%. As of the afternoon of June 21, 106 concept stocks have increased in the past two months. Among them, Zhongqingbao, Changan Automobile, Alto Electronics, Zhejiang Interconnection and other individual stocks have risen by more than 20%in the past 10 days; Nuyuan Technology, ST Meisheng, and Goer are the only three stocks that have fallen by more than 10%.

In overseas markets, Alibaba, Baidu, Netease and other Chinese stocks, as well as Hong Kong stock stocks such as Tencent Holdings, Lenovo Group, Ctrip Group, Shunyu Optical Technology, etc. during this period, they ushered in a shock market. Among them, the amplitude of Ctrip Group, Shunyu Optical Technology, Netease and other stocks in the past two months reached or even more than 30%.

Although the time of the Yuan universe has not been popular for a long time, and the domestic investment market and the industrial chain have not made a unified consensus judgment on the Yuan universe, the A -share concept stocks have expanded to more than 100. According to rough statistics from the reporter, more than 30 Chinese companies listed overseas are also related to the concept of the Yuan universe. The reason is related to the vague concept of the Yuan universe.

Judging from the business income displayed by the financial report, most companies that are under the concept of the Yuan universe are not "all in" the Yuan universe, but that certain business lines have intersect with the Yuan universe industry. For example, Zhongqingbao, Yingke, Fengshang Culture, etc. have been questioned as insufficient "meta", but they all enjoy the dividends brought by the sector through the concept of the Yuan universe.

Giant compete for water

No large factory has nothing to do with the Yuan universe

The city in the movie "Out of Control Players" is considered a typical example of the concept of the Yuan universe. Except for Tencent, major Internet and technology companies are competing to create their own Yuan universe.

Among the many elevated universe projects, the Yuan cosmic product "Xiyang" launched by Baidu may be the closest to human imagination. After Baidu held the AI ​​developer conference, earlier this month, Robo-01, the first car robot concept car owned by Jiji Automobile, was also unveiled. Baidu's AI digital man "Higa" became the first car owner and drove this concept car.

After layout of VR equipment hardware and cloud games last year, and set up "Mr. Yuanjing", Alibaba invested $ 60 million in domestic consumer -grade AR glasses manufacturers in April this year.

Ctrip Group and AR Liangfeng also reached a strategic cooperation last week, which aims to cooperate with the development of Duanyun's combined AR computing platform HIAR Space to create a new model of "Super Real Estate Smart Space and Layout the Metropolitan Universe Exploring Tourism Model. There are similar ideas. Listed companies also include Songcheng Performing Arts and Golden Horse Amusement. Obviously, none of the large factories have nothing to do with the Yuan universe. The difference is mainly to focus on different business scope. For example, Lenovo focuses on the industrial category, hoping to use AR technology to help create " "Industrial Yuan Universe", for example, launched Lenovo Morning Star AR (Daystar) AR integrated hybrid reality smart glasses New G2 PRO. Opheli still set up the Yuan universe business department around the optical business of the old industry, responsible for the VR/AR field of optical lenses and image models in the field of VR/AR. Groups, optical machine modules, and entire assembly manufacturing.

360 founder Zhou Hongyi also made it clear that 360 was a digital twin in each school of the Yuan universe. He supports the development of the industrial Yuan universe and believes that the use of the Yuan universe and related concepts on the industrial Internet, helping Chinese companies and traditional industries to transform and upgrade, and have huge business opportunities, which will be the future blue ocean.

Both the giants of some tracks and startups believe that the Yuan universe track has a huge blue ocean market. According to Citibank's forecast, by 2030, the potential market size of the Yuan universe economy may be between $ 8 trillion and $ 13 trillion.

The Yuan universe has ushered in commercialization

The biggest sound is the winner

So, how to evaluate the future commercialization of the Yuan universe? What is the biggest obstacle to promote the Yuan universe?

From the perspective of Shenyang, the Yuan universe has now ushered in commercialization. For example, in the field of commercial enterprise services, government fields, and military fields, the commercialization of the Yuan universe is gradually mature. However, because it has not fully followed up, many people think that the "Yuan Universe" is very empty and has not followed the essence of it.

Shenyang mentioned that the Yuan universe is a three -dimensional Internet, and the industry must recognize this nature. Compared with developed countries, there is still a gap between domestic investment, especially at the operating system level, engine level, and hardware manufacturing. If you do not accelerate the investment, there will be a large risk of stuck neck.

Talking about the standards of the Yuan universe potential enterprise, Shenyang said that it is not the largest voice of the sound of shouting, and in the end it must be the winner. He believes that from a global perspective, represented by Microsoft, it can gain huge business orders, leading the leading position in investment, and the original layout of technology companies may be the strongest company in the universe sector.

Although the Yuan universe has been generally considered to be the next evolution of the Internet ecology, the industry has not yet formed a complete technical standard for the Yuan universe. As a result, the development of the development of the Yuan universe has also triggered a widespread discussion.

Shenyang summarized it into two aspects: infrastructure and content. Among them, the infrastructure includes 5G/6G network architecture, independent chip design, cloud computing+edge computing, industrial Internet platform, blockchain engine, game engine, etc.; Application development in the field, creating a new leisure and entertainment model, helping scientific research, industrial manufacturing, medical care, education and other fields. At the same time, we should also pay attention to research directions such as digital thinking, formulation of physical rules, geographical space creation, psychological state adjustment, logical judgment of affairs, and maintenance of ethical order.

Reporter quick comment

Is the Yuan universe in the future or a pseudo -proposition? It has always been two kinds of voices in the industry, and no one persuades anyone. Interestingly, the Yuan universe market is now like "Xue Dingzheng's cat".

On the one hand, both the giants and startups of some tracks believe that the Yuan universe track has a huge blue ocean market, and it is crazy to smash money to dig. On the other hand, the two most loud technology giants who shouted the slogan of the "Yuan Universe" at the beginning, Microsoft and Meta have been in a dilemma of development.

In this retreat, META, the most head -level market, Micro, the most consumer -level market, and Microsoft, the most important Yuan cosmic player in the enterprise market, has moved towards a completely different path. Who has made a better choice, maybe only time can tell us the answer.

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