中国股市:十大“元宇宙”概念龙头公司一览(附名单)

资讯 2024-07-11 阅读:18 评论:0
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相关概念:公司产品“动物星球”是按照元宇宙的模式设计,具备时间、环境、生态三大维度要素,引入了NFT技术。该项目还在研发阶段。

Concept: The company's product, Animal Planet, is designed in a meta-cosm model with three dimensions: time, environment, ecology, and the introduction of NFT technology. The project is still in the research and development phase.

研发能力:在IP改编手游研发方面,擅长MMORPG、RPG手游研发,其中部分游戏背景采用元宇宙模式设计,加大投入研发团队,自研团队、形成快速商业化优势。

R & D capacity: In IP adaptation, MMORPG and RPG hands-on R & D, some of which use meta-cosm model design in the context of games, increase input into R & D teams, self-research teams, and create advantages for rapid commercialization.

相关概念:加大以5G云游戏技术和VR、AR虚拟与现实技术投入,注重元宇宙技术下的游戏品质、核心玩法、交互性,根据用户需求,开发元宇宙新模式,提升产品竞争力。

Related concepts: Increased input of 5G cloud games technology and VR, AR virtual and realistic technology, focusing on the quality of games under meta-cosm technology, core play methods, interactivity, the development of new models of meta-cosmos based on user needs, and the enhancement of product competitiveness.

产业链优势:在国内研发、运营、产品储备能力的基础上,国内与国际双线运营,全面布局云游戏、元宇宙新技术等,可持续的生态体系,快速适应变革中的互联网和游戏行业。

The advantages of the industrial chain: based on domestic R & D, operations, product storage capacity, domestic and international dual-line operations, comprehensive cloud games, new technologies in the meta-cosm, etc., sustainable ecological systems, rapid adaptation to the changing Internet and game industry.

潜力分享

Potential Sharing

  一直在圈里的朋友都知道,之前提示的广东鸿图(002101)和中通客车(000957)都实现了翻蓓,最近拿的湖南发展(000722)和惠程科技(002168)也是吃了一波大肉,7月22日大盘大跌的时候,逆市选股,襄阳轴承六连板,8月11号布局的中京电子(002579)目前也成功拿下四连板,这些圈里面的朋友都是实实在在地吃到了,这足以证明笔者的实力

As our friends in the circle know, both the previously mentioned Guangdong Hungtu (002101) and the Chinese passenger bus (000957), the recently taken Hunan Development (000722) and Huixuan Technology (002168) ate a wave of meat, the reverse market share, the Xiangyang axis six, and the Chinese electronics (002579), on the 11th of August, have been successful in taking four boards, and the friends in these circles have been able to eat literally, which is enough proof of the strength of my men.

  

  通过筛选分析8月挖掘出一只强势潜力标,看好以下5点理由:

The screening analysis resulted in the discovery of a strong potential indicator in August for the following five reasons:

  (1)该骨在上一轮牛市走出了十倍的大空间;

(1) Ten times the size of the bone in the last round of cattle;

  (2)年报净利润增长100%以上,实现3年净利润稳步增长;

(2) Annual net profits are reported to have increased by more than 100 per cent, with a steady increase in net profits for three years;

  (3)近期有大资金持续入场,符合下一轮市场炒作的热点,包括昨天放量已突破前期平台压力位置!

(3) There has been a sustained influx of significant funds in the near future, which is consistent with the hotspots of the next round of market frenzy, including yesterday's release, which has broken past the pre-optimal platform pressure position!

  (4)也是我最近一直重点关注!中线预计至少有60%以上的涨幅,下周正是低吸建仓最佳时机!早建仓,低成本!

(4) That's what I've been focusing on lately! The midline is expected to increase by at least 60%. Next week is the best time to build a low-sort warehouse! Early, low-cost!

  市场是千变万化的,不能一味地固执、守旧,顺势而为,跟对节奏是最重要的选择,目前已经有启动的信号出现,具体的就不在这里公布了,请在 ?“下图” ?自行查阅

Markets are so varied that they can't just be stubborn, old-fashioned, pro-active, and they're the most important choice for rhythm. There's already a startup signal, and it's not published here.

  

相关概念:在新技术上积极拓展VR、AR、MR领域的新业务,结合元宇宙创新游戏业务的新模式,推进元宇宙新兴技术在游戏场景的应用。

Concept: Actively expanding new business in the field of VR, AR and MR in new technologies, combining new models in the business of the meta-cosm innovation game, and promoting the application of the emerging technologies of the meta-cosm to the game scene.

产业链优势:加大投入发展云游戏与VR/AR两大方向,引入元宇宙新模式相关设备更多的创新玩法与体验,云游戏与元宇宙技术深度结合将极大丰富游戏内容展现,有望成为数字经济发展的新引擎。

The advantages of the industrial chain: Increased investment in the development of cloud games and VR/AR, the introduction of more innovative games and experiences of equipment related to the new meta-cosm model, and the combination of cloud games and meta-cosm technology depth will greatly enrich the content of the games and promise to become a new engine for digital economic development.

相关概念:子公司威睿科技从事研发、整合应用元宇宙技术和服务,基于现有的网络资源、硬件设备,在智能终端实现了电视大屏裸眼观看VR视频应用,推出电视三维博物馆,用户通过遥控器在虚拟三维场景中随意漫游,依托网络和平台优势,打造广电VR/AR生态圈和产业链,提供元宇宙应用服务和信息服务。

Concepts related to the development and integration of applications of meta-cosm technologies and services by Wieswig Technologies, building on existing network resources, hardware equipment, the naked viewing of VR video applications on television screens at smart terminals, the launch of a television three-dimensional museum where users roam freely through virtual three-dimensional scenes via remote control, building on the advantages of networks and platforms, building wide-wave VR/AR biosphere and industrial chains, and providing meta-cosm applications and information services.

产业链优势:互联网与广播影视领域的深度融合带来发展机遇,加入元宇宙模式使广播影视全业务、全流程、全网络从数字化向智能化、智慧化创新转变。

Industrial chain advantages: The deep convergence of the Internet with the broadcast video field offers development opportunities, and joining the meta-cosm model brings about a shift in broadcasting from a business-wide, process-wide, network-wide approach to digitalization to intelligence-based, intelligent innovation.

相关概念:游艺设备产品包括元宇宙技术,主要为模拟体验类产品,公司运营的元宇宙技术主要是相关功能的零部件,如VR眼镜穿戴设备,使用VR等技术进行综合开发。

Concept: The products of recreational equipment include meta-cosmology, mainly analogue experience-type products, the components of meta-cosm technology operated by companies that are mainly related functions, such as VR glasses wear equipment, and integrated development using technologies such as VR.

产业链优势:业务涵盖游乐设备的设计、研发、运营等环节,部分业务开始加入元宇宙新模式,完整的产业链结构下,能够快速反馈消费者的信息,促进设计、研发环节的创新与改善,各环节之间实现战略协同效应,提升市场竞争力。

Industry chain advantages: Business covers the design, R & D, operation, etc. of recreational equipment, and some operations are beginning to incorporate the new meta-cosm model, which is structured in a complete industrial chain that allows rapid feedback on consumer information, promotes innovation and improvement in the design, R & D chain, achieves strategic synergies between the components and enhances market competitiveness.

相关概念:公司已全面布局元宇宙赛道,通过元宇宙技术,独立研发出国风虚拟IP“君若锦”、Z世代虚拟IP“兰_Lan”两位虚拟数字人形象。

Concepts: The company has made a comprehensive mapping of the meta-cosmos track, independently developing the two virtual digital figure images of the Transnistrian Virtual IP “Gonjo” and the Z Generation Virtual IP “Lan_Lan” through meta-cosm technology.

产业链优势:在元宇宙、数字文化等新业务模式的支持下,加大产业链探索,融合元宇宙新技术,使传统数字营销业务在创意表现、传播效果等方面也得到极大提升。

Industrial chain advantages: Supported by new business models such as meta-cosm and digital culture, the exploration of industrial chains and the integration of new meta-cosm technologies have led to a significant increase in traditional digital marketing in terms of creative performance and dissemination.

相关概念:子公司蓝鸥科技是一家移动互联网实训基地,其中包括元宇宙技术,致力于iOS开发、安卓开发、Unity3D开发、移动游戏开发,提供技术咨询、项目孵化和移动APP外包等服务。

Concepts: A subsidiary Bluegull Technology is a mobile Internet hands-on training base, including meta-cosm technology, dedicated to iOS development, Andre development, Unitity 3D development, mobile game development, technical advice, project incubation and mobile APP outsourcing.

产业链优势:随着IT技术和CT技术的不断深度融合,可以通过手机、电视、电脑随时随地接触ICT服务,十三五规划纲要将构建高效的信息网络、发展现代互联网产业体系,为运营管理业务提供了广阔的发展空间。

Industrial chain advantages: As IT and CT technologies become more deeply integrated, and ICT services can be accessed from mobile phones, television and computers at any time, the 13th Plan outline will build an efficient information network, develop a modern Internet industry system, and provide broad development space for operational management operations.

相关概念:公司建设AI数字创意研发中心,对外投入国内3D云平台,积极提升创新领域方面的实力,持续深耕数字创意,不断完善AR、VR领域业务布局,拓展数字创意元宇宙创意领域。

Concepts: the company builds the AI Digital Creative Research and Development Centre, invests externally in the country's 3D cloud platform, actively upgrades its capabilities in the area of innovation, continues to deepen digital creativity, continuously improves the layout of its operations in the fields of AR, VR and expands the field of digital creative meta-cosm.

产业链优势:自主开发并在售的软件产品达百余款,主要包括多媒体类、跨端数据管理类和数字文档类三大类,后续将延伸到元宇宙技术层面的开发,可广泛应用于个人电脑、平板电脑、智能手机等不同应用终端,适用于现代常用的操作系统。

Industrial chain advantages: Software products that have been developed autonomously and are available for sale amount to more than 100 per cent, consisting mainly of multimedia, cross-end data management and digital document types, which will then be extended to developments at the meta-cosm technical level and can be widely applied to different application terminals, such as personal computers, tablets and smartphones, and to modern and commonly used operating systems.

相关概念:公司具备深厚的VR、AR、AI等领域技术,为元宇宙等下一代娱乐方式的突破构筑了很好的先发优势。

Related concepts: The company's extensive technology in the VR, AR and AI fields has created a good pre-eminence for the next generation of recreational breakthroughs, such as the meta-cosm.

产业链优势:利用多元化、全球化优势,形成了“全球制作、全球发行、全球伙伴”的发展模式,在公司影视业务方面,持续稳定发展电视剧业务,大力发展电影业务,积极拓展综艺栏目业务,适时发展艺人经纪、逐步完善公司产业链条。

The advantages of the industrial chain: taking advantage of diversification and globalization, the development model of “Global Production, Global Distribution, Global Partners” has been developed, with a steady and steady development of the television drama business in the company's visual business, a vigorous expansion of the film business, an active expansion of the art field, the development of artist brokerage in due course, and the gradual improvement of the company's industrial chain.

相关概念:公司研发的180度摄像头的系统解决方案,结合自研媒体平台,将给用户带来12K/30帧及8K/60帧的VR视觉体验,该产品作为VR合作运营生态链中内容端的核心产品组成。

Concept: The 180-degree video system solution developed by the company, combined with the self-research media platform, will provide users with 12 K/30 and 8K/60 VR visual experiences, which comprise the core products of the VR cooperatively operating the content end of the ecological chain.

产业链优势:业务包括数字电视系统研发、数字电视系统集成服务、数字电视终端,以及移动互联网内容服务,产品有佳创OTT业务云平台、佳创MMSP系统、DBOSS系统、Portal管理平台、TVOS系统等。

Industrial chain advantages: Business includes digital television system development, digital television system integration services, digital television terminals and mobile Internet content services, with products such as the OTT Business Clouds Platform, the MMSP System, the DBOSS System, the Portal Management Platform and the TVOS system.

元宇宙目前还属于概念阶段,企业的投入多数是探索阶段,反而这种带有模糊性的东西,才有想象空间,目前国内外有很多大型企业在布局元宇宙领域,预计未来几年还会出现反复走强的机会,策略上,可以在相对低的位置做提前布局,在相对高的位置做波段。

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