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【川财证券】佳创视讯调研纪要:布局VR内容制作,打造家庭VR入口

川財證券 ·  May 3, 2016 00:00  · Researches

Core opinion event: We visited Zhang Haichuan, general manager of Jiachuang Video, and Li Hanhui, secretary of the board of directors, in Shenzhen to exchange views on the company's “VR+ Radio and Television” development plan. The following is the main content of the survey. The company is an enterprise that provides large-scale software for radio and television, such as management software and application software, including terminals and front-end distribution software supporting plug-ins; 2. It provides system digitization solutions and sells Cisco and Huawei equipment (modulators, encoders, CDN deployment, etc.) to local provincial networks through the company's agents. The company's large-scale software and system digitization solutions can basically complete the broadcast control and transmission of provincial networks. Every year, it has close business cooperation with more than a dozen provincial network companies. There are basically no homogenized competitors in these two types of business. The company hopes to use the radio and television business as the parent platform, rely on technology related to the video field of the radio and television industry and the overall network of the radio and television industry, especially the needs of radio and television in the general direction of VR, to provide the company with huge development space. The products and technologies provided by the company cover about 100 million households, accounting for half of radio and television users. The company's development strategy is a platform-based development strategy. In order to give the team more innovation, the company divided the original business into 3 divisions, and each vice president manages one division. In 2012, the company tried video games. The company invested in PlayJam in the UK. There are hundreds of video games. The game quality is basically close to PS2, but it was abandoned due to censorship reasons, because it is difficult to quickly show games to customers. Using the original product technology market to spawn new businesses, the company did urbanization education in 2015, specifically in cities at the fingertips: in one city, it completed talent training and education for 3-12 year olds, and is expected to have a monthly flow of 100 million by the end of 2016. In 2016, the company laid out industrial investment and VR. In terms of industrial investment, the company will have more investment platforms, integrate resources in a targeted manner through investment, mergers and acquisitions, and cooperation, and select excellent teams to gather talents.

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