According to insiders on Taobao, Tech has set up a special project team within Taobao to prepare for the war. It is optimizing the virtual shopping venue overnight and will launch Metaspace Shopping during this period.

Its article said that Taobao deployed some technical personnel as early as a few months ago to explore shopping and interactive scenes, with the focus on solving the link problem of "people's goods yard" and ensuring that users do not wear plug-in devices. Virtual shopping links are initially implemented at the front end to meet the needs of three-dimensional "shopping on Taobao".

The major platforms launched a great promotion at the end of 618, and Taobao launched 618 yuan of space shopping.

According to major e-commerce platforms, JD.com, XIAOMI and Pinduoduo have already started the annual 618 promotion at 8 p.m. on May 23, while Tmall and Douyin will launch activities on June 26 and June 1, respectively.

In terms of subsidies, Taobao / Tmall this year reached 300-50 (last year's full 200-30), JD.com cross-store full reduction of 299-50; Douyin this year launched three full reduction, and encourage users to use Douyin to pay or DOU installments; Kuaishou Technology launched an official subsidy of 2 billion.

In the bright spot, none of the platforms set up 618 parties this year, and Tianfeng Securities expects that this year, each platform will relatively save publicity and public relations costs, while increasing the actual subsidies and discounts to users.

In addition, for the meta-universe shopping launched by Taobao, from a 33-second internal shopping scene test screen, you can clearly see the basic bottom version of the "shopping meta-universe". Users control the direction through their mobile phones. guide characters to walk and shop in the 3D world, and complete certain interactive actions.

According to people familiar with the matter, the picture is still a beta scenario. "it looks like the old version of a few months ago, and the product is still being optimized, but the goal and destination must be to ensure the smooth virtual shopping ability of users." "

With regard to the expectation of a big boost at the end of the year, Huaxin Securities believes that the 618 e-commerce festival is expected to boost domestic demand, and the difference between this year and 2021 is that if the epidemic progresses well in June, 618 e-commerce festival is expected to meet the demand for "compensatory consumption".

Tianfeng Securities also said that it can pay attention to the three main lines of platform, advertising media and service providers.

A number of meta-cosmic conferences will be held in the near future.

In early 2022, meta-universe was incorporated into the development plans of many governments, and a number of meta-universe digital products were also unveiled during the Spring Festival and the Winter Olympic Games. Societe Generale Securities pointed out that the average daily turnover of the meta-universe theme plate is relatively high, reflecting the attention and activity of the capital market, and meta-universe is expected to become the main line of investment through 2022.

For three consecutive days from May 26 to 28, the metacosmos industry is about to usher in three important activities.

On May 26th, 2022 China International big data Industrial Expo will be held online, during which a meta-universe theme forum entitled "Breakthrough reality beyond Imagination-sharing New opportunities for the Development of Meta-Universe" will be held.

From May 27th to 29th, China Mobile Limited Communications Federation and Meta Universe Industry Committee, Zhongguancun big data Industrial Alliance and Meta Universe think Tank Committee sponsored the "Exploration and experiment-Meta Universe consensus Conference" hosted by the object chain Core Engineering and Technology Research Institute, the Meta Universe Laboratory, the CCTV Laboratory and the CCTV Live broadcast.

It is reported that the conference will release consensus documents such as the Code for the Citizens of Meta-Universe, the Governance rules of Meta-Universe, the General principles of Meta-Universe Technology, the Guide to the Application of Meta-Universe, and the Standard Guide of Meta-Universe.

On May 28th, the launching ceremony of the 2022 sixth Global Internet of things Conference and the Beijing Summit of the first Global Metacosmos Congress will be held online.

What other aspects of the meta-universe will be the first to land?

According to Minsheng Securities Research report, on May 13, overseas meta-universe giant Meta showed the latest research and development progress of the head display device Project Cambria. Unlike the previous product Meta Quest series, the main application scenario of Project Cambria is mixed office, which is expected to be officially released at the Meta Connect conference this autumn. According to the statistics of HP and Poly, the global mixed office and home office market space is about 60 / 7 billion US dollars respectively in 2024. According to IDC, China's videoconference market will exceed 10 billion yuan in 2024, with cloud conferencing accounting for nearly 40% of the market.

CITIC believes that in the next 3-5 years, the development of meta-universe is expected to unfold along three main lines. First of all, we will see the exploration of digital twins, open world games, virtual human, 3D social networking, 3D conferencing and other fields. Game companies, video companies and new business type will be the main innovation force. These applications and content will first be based on mobile phones and PC, and will be able to land and generate greater value in the current Internet environment, but their accumulated capacity is consistent with meta-universe, and will stimulate greater potential after the landing of the next generation of terminal devices.

China International Capital Corporation said that by reviewing the 2017-18 AR/VR industry bubble and comparing the layout and development of companies at home and abroad, compared with accessories such as TWS and smartwatch, VR pays more attention to the establishment of ecosystem, and overseas leading companies continue to invest in software content to promote the coordinated development of software and hardware, so as to enhance user stickiness. It is expected that in the future, as more domestic and foreign giants invest in ecological construction, it is expected to promote the sustained growth of VR shipments and open the application scenarios and product shipping ceilings.