Can the Yuan universe "come back"?Recent hot events have frequently reached the strengthening sector

On June 28, the concept of the A -share dollar universe shocked, Qianfang Technology (SZ002373, a stock price of 10.21 yuan, a market value of 16.14 billion yuan), and the Gongda Electric Sound (SZ002655, the stock price was 15.73 yuan, the market value of 5.663 billion yuan), Goor shares (SZ002241, the stock price is 34.24 yuan, the market value is 117 billion yuan), etc.), etc.), etc.), etc.), etc.), etc.), etc.), rose.

Recently, news around the Yuan universe continued. On June 27, the "Spark 2022" Tencent Game Conference was held online. Ma Xiaoyi, senior vice president of Tencent, said that Tencent has recently established a software and hard -hard expansion reality (XR) business line. Opportunities, actively try on software, content, system, tool SDK, hardware and other aspects to create industry benchmark VR products and experiences.

In addition, the first Yuan Cosmic International Standard Alliance was also established in the near future and was named "Yuan Cosmic Standard Forum". The alliance consists of Meta, Microsoft, Nvidia, Huawei, Alibaba and other companies.

In fact, since March this year, many provinces and cities have been the development of the universe industry. According to the Zero 1 think tank, in March 2022, Xiamen City took the lead in issuing the "Three-Year Action Plan for the Development of the Xiamen Yuan Cosmic Industry (2022-2024)" to support the municipal-level special policies for the development of the Yuan universe industry. According to the incomplete statistics of the Zero 1 think tank, as of June 23, 2022, 12 provincial -level units and 14 municipal -level units across the country have released 45 policies to clearly support the Yuan universe industry.

As the saying goes, "The Yuan universe is a basket, and everything can be installed in it." If it is roughly divided, the Yuan universe can also be divided into software, hardware, services, content and other categories. A few days ago, Tianfeng International Securities Analyst Guo Mingzheng lowered the prediction of Meta VR shipments. Go, the business covering VR hardware on June 22, had a stock price limit.

However, Guo Mingzheng said that Meta reduced VR hardware investment to help domestic brands sell overseas (such as PICO). China's head/dollar universe hardware, content/service market is ushered in a rapid growth period. Guo Mingzheng also believes that from the global perspective, China is one of the most suitable markets for developing head/dollars.

A recent research report from Guorong Securities stated that following the sharp speculation of the Yuan universe last year, since 2022, the Yuan universe sector has continued to cool down, but the recent concentration of the Yuan universe products and applications has been concentrated, and hot events have continued to recur.

The above research report shows that the heavy -level global Yuan universe conference, hosted by the China Mobile Communications Federation and co -sponsored by the Shanghai Municipal Communications Administration, has determined to restart. The conference will be held online from June 30th to July 1st. It is understood that in mid -June, Shanghai has released four "new track" investment promotion plans such as the Yuan universe, and strives to exceed 350 billion yuan by the Yuan universe industry by 2025.

Daily Economic News

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