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概念追踪 | 虚拟现实概念掀涨停潮!工信部批复组建国家虚拟现实创新中心 硬件和内容端均受益(附概念股)

Concept tracking | the concept of virtual reality rises and stops! The Ministry of Industry and Information Technology approved the establishment of the National Virtual reality Innovation Center to benefit both hardware and content (with concept Unit)

Zhitong Finance ·  Nov 7, 2022 21:45

Zhitong Financial APP learned that on November 7, the Ministry of Industry and Information Technology approved the establishment of three national manufacturing innovation centers, namely, the National graphene Innovation Center, the National Virtual reality Innovation Center and the National Ultra HD Video Innovation Center. Affected by this news, the concept of virtual reality continued to rise, as of the close, Oufeiguang (002456.SZ), Tiandi online (002995.SZ), Ronglian Technology (002642.SZ), Tianyu Digital (002354.SZ), Hubei Radio and Television (000665.SZ), Tianwei Video (002238.SZ) rose by the limit. Debang Securities Research News pointed out that the investment logic of virtual reality industrial chain needs a cycle from hardware volume to content ecological volume, and the agency is optimistic about the sustainable development of the content side and industrial investment opportunities.

It is reported that the National Virtual reality Innovation Center, established by Nanchang Virtual reality Research Institute Co., Ltd., is located in Nanchang, Jiangxi Province. Shareholders gather the backbone of the industry in virtual reality hardware, software, content production and distribution, applications and services. The Innovation Center focuses on the key common technical problems restricting the development of China's virtual reality industry, and builds platforms for key common technology research and development, testing, testing, technical services, personnel training and international cooperation. Gradually build an industrial innovation ecology covering the whole industry chain of virtual reality, and promote the high-quality development of China's virtual reality industry.

In terms of policy, on November 1st, the Ministry of Industry and Information Technology and other five ministries jointly issued the Action Plan for the Integration of Virtual reality and Industrial applications (2022-2026), which gave the virtual reality industry a high evaluation and positioning. It has also set the development target of 350 billion market scale (hardware, software and applications) and 25 million terminal sales, and there is a broad growth space for the virtual reality industry in the future. In the application side, in addition to the common C-end virtual reality application scenarios such as performing arts and entertainment, sports and fitness for mass consumers, the Plan also emphasizes the integrated development of virtual reality and industrial production, cultural tourism, education and training, business creativity, disability assistance, smart city and other B-end or G-end application scenes. policy encouragement is expected to enrich the breadth of virtual reality technology application scenarios. Further open the growth space for virtual reality technology to achieve industrial integration in B-end and G-end fields.

It is understood that the 2022 World VR Industry Conference will be held in Nanchang on November 12, this Congress invited a number of key guests and important enterprises, the scope of the exhibition covers the entire VR industry chain, the application display involves educational books, film and television, games, industry, aviation, sports and other fields, Huawei, Baidu, Inc., iFLYTEK and a large number of VR leaders determined to participate in the exhibition. In order to do a good job in the promotion and promotion of VR industry investment, Jiangxi Province has also compiled and published the 2022 VR Industry Investment Project Book, promoting 150 investment projects in key areas, with a total investment of 138.2 billion yuan. So far, the conference plans to sign 103 projects, with a total investment of 71.637 billion yuan.

According to IDC, during the five-year period from 2020 to 2024, the global virtual reality industry will grow at an average annual rate of about 54%. In terms of hardware, VR will grow by about 45%. AR will grow by about 66%, and the share of both will be 240 billion yuan in 2024.

In terms of application, the enterprises involved in the construction of virtual reality are also showing a rising trend.According to Tianyan survey data, up to now, there are more than 23000 virtual reality (VR)-related enterprises in China, of which more than 4800 are registered from January to October 2022. Especially in recent years, the industry has shown a relatively obvious "consumer trend". The VR with functions such as Jina games and entertainment, sports and health has become popular, and the market has been expanding from commercial to mass consumption. In addition, virtual reality will continue to be used in education, medical care, work meetings, social, work and other fields.

Huaxi Securities believes that as an important part of the development of digital economy, virtual reality and augmented reality technology is an important part. Hardware and industry applications account for the highest proportion of value in the industry chain. Investors are advised to pay attention to integrated hardware terminal manufacturers with stronger R & D capabilities, as well as in specific vertical areas, for example, manufacturers of specific virtual reality solutions in industries such as industry, education, health care and trade. Among them, the relevant key technology track has not been completely finalized, the key technology breakthroughs and scale mass production nodes are worthy of attention, and the relevant hardware manufacturers have a certain time window in the stage of mass production, which is worth paying attention to. The relevant targets of benefit includeGore sharesStrykerCrystal optoelectronicBlue opticsLixun precisionLianchuang ElectronicsAnd other optical display and structural parts.

Huachuang Securities said that virtual reality technology is a more likely technological path for the next stage of the digital economy, and the introduction of policies has laid a policy foundation for the development of domestic industries in the next stage. For the development of virtual reality industry, in addition to hardware and basic technology, but also need a wealth of application scenarios and content, in addition to the game outside the industrial, cultural, educational applications are also worthy of attention. Recommended concerns are as follows:Baotong science and technology(industrial)Wind and language building(cultural tourism),Feng Shang culture(acting),Lisheng sports(sports games),Kay-ying network(games),Heaven and earth online(live Travel for Performing Arts), etc.

Related concept stocks:

Ou Feiguang (002456.SZ): according to the investor relations department of Ofeiguang, Nanchang VR is an associate of the company, and the company holds a 20% stake.

Tiandi online (002995.SZ): the company's virtual digital business is mainly divided into two business modules: service and platform. Among them, the service business can provide digital human, digital content, XR live broadcast and other related services, while the platform business includes two commercial products: immersive virtual digital business complex "Infinite Box" and digital collection distribution platform "infinite collection".

Rongji software (002474.SZ): the company's virtual reality VR scene has been used in party building, judicial, education, military and other related fields, and has built a series of products and solutions such as VR community correction education base, VR intelligent classroom and so on.

Hengxin Oriental (300081.SZ): the company's VR business mainly involves two areas: VR entertainment and VR education.

Hypermap software (300036.SZ): the company integrates XR technologies such as AR, VR and MR to create a fully autonomous virtual reality and augmented reality GIS technology system. The company's research team won the only special prize in the fourth Virtual reality Technology and Application Innovation Competition.

The translation is provided by third-party software.


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