100 billion yuan cosmic market, soul and Yingke’s new driving force

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In the second half of 2022, the enthusiasm of capital to the social market of the Yuan universe did not diminish.

Former foreign company Facebook was renamed Meta, and said that in the future, focusing on building a virtual reality shared environment. Later, domestic enterprises "Yingke" and changed their name to "Ying the Universe". It is intended to "all in" the Yuan universe. It shows the user's determination to increase the social socialization of the universe.

Coincidentally, Soul App, which focuses on building young people's social Yuan universe platform, officially submitted a prospectus to the Hong Kong Stock Exchange to be listed in Hong Kong. Soul stated in the prospectus that the net amount of funds raised by IPO will be mainly used to improve and upgrade proprietary technologies, improve data analysis capabilities, and develop social Yuan universe.

Internet companies, technology companies, and social platforms have been renamed, listed, and financing have been renamed one after another. They have opened the door of the Yuan universe social networking. More novel and interesting virtual social gameplay has embarked on the stage of history.

The social interaction of the universe is prosperous

There is a famous saying in the Internet industry, "Standing on the wind, pigs will fly up", the social air outlet of the Yuan universe has arrived, and all the companies that play social and virtual technologies, and many continuous entrepreneurs have set up "the social socialization of the universe". The flag, the social market of the Yuan universe is prosperous.

In the end, the number of social products in the universe increased sharply. Beginning in 2021, Internet companies have successively launched the Yuan universe social products, such as: Baidu's Yuan Social APP Greek, Bytes of Yuanshi Social APP island, as well as the main players such as gels, ZEPETO, slow planet, and rainbow universe. Social APP with the concept of the universe.

According to network data, from November 2021 to January 2022, about 552 APP added three words "Yuan Universe" to their description, of which 70 APPs claimed to be the Yuan universe socially.

Secondly, the domestic meta -cosmic track financing accelerated. In April, the game development engine and tool provider COCOS completed the $ 50 million Series B financing; in May, the Yuan universe UGC platform BUD established by the former Snapchat team to complete the $ 36.8 million Series B financing; Complete 125 million yuan in financing ...

According to the data released by Zhiyan Consulting, the amount of investment and financing in the Chinese Yuan universe market from January to April 2022 has completed 8.12 billion yuan, which has exceeded the annual level of 2021. Investors of the Yuanshi Social Market have no shortage of first -tier investment institutions such as Gaoma Capital, Sequoia Capital, Zhenge Fund, Wuyuan Capital, Dangerous Peak Evergreen, Chenxing Capital, Xinghan Capital.

Third, the development of technologies such as artificial intelligence, cloud computing, and 5G has gradually become complete. The Yuan cosmic universe has broad prospects in games, social, virtual shopping and other fields. According to the latest report released by Valuates Reports, by 2028, the global Yuan universe market will increase from US $ 28 million in 2022 to $ 510 billion, and the compound annual growth rate of 2022-2028 will be 95%.

Touring the roots, the social network of the universe is so sought after with the development of technology, changes in user social needs, and changes in the market environment.

On the one hand, the top of the mobile social exchange bonus and the stagnation of user growth, the rate of revenue of social platforms has decreased, and major enterprises are looking for new economic growth points. On the other hand, the universe of the Yuan universe's social integration, new ideas, and creative personalized gameplay is particularly favored by generations, which meets the current social needs of users.

Various signs show that the social change of the Yuan universe is getting closer and closer, and in this change, who can win the final victory? Is it WeChat and QQ, which dominate the social market for many years, or a platform under the technology giants such as bytes and Baidu, or a new social platform loved by young people, or the chaser from the live market cross -border?

Soul: Two shock IPOs, creating a social dream of the universe

As we all know, Soul has attracted many generations of Z to generations with its novel social gameplay, and has become the most active social platform in the Z generation in recent years.

According to the prospectus data, from 2019 to 2021, the number of monthly use households of Soul is 11.5 million, 20.8 million and 31.6 million, and the year -on -year increases in 2020 and 2021 are 80.7%and 51.6%respectively. 3.3 million, 5.9 million and 9.3 million, respectively, and the year -on -year increases in 2020 and 2021 were 81.0%and 55.8%, respectively.

Under the support of Gen Z, Soul quickly took advantage of the social market, and the listing was on the market.

In May last year, Social Platform SOUL applied for SSR as a trading code to be listed on Nasdaq. Morgan Stanley, Jefferies, Bank of America and CICC co -operators and CICC are the underwriters. Between $ 13-15. The reversal came quickly. On June 23, Soul issued an announcement: "After careful thinking, the management has suspended the price of the IPO first, and the major shareholder Tencent also supports this decision."

After the first listing of Soul was stopped in the middle, he switched to the Hong Kong Stock Exchange submitted the prospectus and initiated a listing application again. It is worth noting that in the prospectus of US stocks and Hong Kong stocks, Soul focuses on keywords such as social Yuan universe and virtual social. Obviously, the social Yuan universe is a new territory described by Soul to capital.

It is understandable why Soul uses the social social network as the current layout and future development. On the one hand, young people in generations Z are very concerned about new technologies and new socializations such as the Yuan universe, virtual humanity, and the social networking of the Yuan universe is in line with the mainstream user group of Soul. On the other hand, SOUL mainly realizes the realization of value -added services such as virtual props and membership subscriptions, and improving the virtual social ecology is beneficial to the diversified revenue channels and enhance the platform monetization ability.

It is understood that users can use SOUL currency on the SOUL platform to purchase virtual props and equity, including special Avatar props, virtual gifts, and increased the right to recommend opportunities. From 2019 to 2021, the average monthly paid users of Soul were 269,000, 929,000 and approximately 1.7 million, respectively. The monthly average income of each paid users was 21.9 yuan, 43.5 yuan, and 60.5 yuan, respectively.

For the latecomers of the industry, it is not easy to challenge the social market of Weibo and QQ dominance. On both sides of the stranger's social track, Soul needs to make differentiated gameplay and enhance commercialization capabilities. It is a good choice.

However, it is not easy for Soul to dream about the social interaction of the universe.

In general cognition, the "Social Yuan Universe" is a virtual social space that is close to the real social environment and has more social gameplay that is consistent with the real social gameplay. However, on the SOUL platform, users can only post, "pinch their faces", chat with multiple people, or make customized virtual images, which is far from the social space of people -recognized Yuan universe.

It is undeniable that the social socialization of the Yuan universe is the future trend. As long as Soul makes some achievements, the position of the social market can naturally rise by one level. Socially, there is a long way to go.

Yingke: Reverse the name to face, bet on the social network of the universe in the universe

Unlike SOUL's clear development strategies, it is unlike the active attack. Yingke's layout of the Yuan universe social networking is more like a choice that is forced to be helpless after multiple transformations.

At that time, Yingke, who started the show, became a household live broadcast platform with the help of live bonus. The good times did not last long. The short videos have emerged to seize the duration of entertainment live users. In recent years, the live broadcast business has been under pressure, Yingke has transformed social networking to establish a counterpart, super favorite, and eye -catching product matrix, and has also received corresponding returns.

According to the financial report data, Yingke's social business contributed 14%of the total revenue of the group in 2019, and in 2020, the total revenue contribution of the group accounted for 41.8%; in the first half of 2021, Yingke's social business revenue was 2.69 billion yuan, in the group in the group The total revenue contribution accounted for 66.7%, and social business has become a pillar of revenue of Yingke.

However, compared to other well -known social platform Yingke, it will not dominate the user scale, popularity and product reputation. If it is not for its renamed the universe, people may have forgotten it. Therefore, Yingke's entry into the Yuan universe in the form of rename this time can be said to be a "chasing action" in order to "restart".

As Chairman Feng Yousheng, chairman of Yingke: "Group needs to have a more suitable brand name to represent the group's external image, instead of replacing the group name with specific product names, so the brand upgrade is renamed Yingke to the universe."

At the product level, Yingke has launched the Yuan universe K song game "Panorama K Song", the Yuan Universe Love App "Couple Planet", and plans to develop and create a 3D virtual image social product The Place, which is intended to continue to improve the competition of the Yuan universe social product products. force. In the "panorama K song", Yingke used 3D technology to restore the K song bag room. Users can immerse themselves to experience the K song. On the "couple planet", couple users can create a private couple space for the two.

At the technical level, the construction of the social scenario of the Yuan universe needs to meet the virtual space, virtual image, interactive experience, etc. This requires relevant companies to have technical capabilities such as AI recognition, dynamic beauty, VR, AR, MR, XR, etc., Yingkeke As the "old players" of the Internet industry, they have product experience at the Internet, artificial intelligence, and virtual technology, but there are still many problems in front of Yingke.

The good news is that Yingke has the experience of research and development of social products such as fate and eyes, and has accumulated the habits and needs of mainstream social user users, which is conducive to layout of the social socialization of the universe. In addition, users who have accumulated live and social accumulation can be diversion into the new Yuan universe social products. At the same time, Yingke continues to specialize in new technology and innovative Yuan ’s social gameplay, and has the opportunity to return to the peak moment.

Accompaniment or big winner?

Since the concept of the Yuan universe has been proposed, the "Yuan Universe" prefixes have been tied up in the fields of social, games, and office. Some brokers predict that by 2025, the total domestic market space will reach 340 billion to 640 billion yuan in the fields of social, games, games, short videos, and mobile office.

The 100 billion -level market has attracted many players competitions. Participants must not only make up for the weakness of their own technical strength, but also in response to the pursuit of foreign competitors. Who will be a runner or a big winner? Become a suspense. From the perspective of the current market, gels and soul have heat and users, while super QQ shows, Higo, party island have capital technology and capital blessings, each with its own advantages and inadequate.

Taking the social software gel of the Yuan universe as an example, on February 11, 2022, the gel was officially launched in less than a month, and the ranking exceeded WeChat and QQ. Social application of APP. Unfortunately, after the fire burst, it was exposed to disclose the problems of user privacy and virtual plagiarism, and many users said that there were many problems such as delay, flashback, and unable to enter, and then proactively removed new users to enter. In fact, there are many social products that are like gels who have a poor experience. The main reason is that the technical strength cannot keep up with the changing virtual social needs of users.

In other words, although the social track of the Yuan universe is prosperous, the virtual gameplay such as pinching, changing, game, and K songs is seriously homogeneous. No software can fully meet people's imagination of virtual social space. The social air outlet of the Yuan universe may be as fleeting as the previous "MT toilet", "chat treasure", and "multi -flash", and may also give birth to phenomenal products like Weibo, WeChat, and QQ.

To be sure, the social track under the Yuan Cosmic Wind will usher in new changes. Social platforms will use virtual techniques to improve service efficiency and improve user experience, and will also create new social methods and social space, so that the social market will gain new The growth also provides new development momentum for "social madmen".

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