Intern at The Paper Ma Bowen Reporter Zhao Zuoyan Wei Yao
The stock price was speculated based on concept,
fell again with ability
On October 28, 2021, "Facebook" was officially renamed "Meta", which once again pushed " Yuan Universe " to the forefront. By now, a whole year has passed.
is different from the stormy waves that swept people into carnival when they emerged. Now, the waves brought by the metaverse have become much calmer.
A year has passed, how has the metaverse developed? We tracked the ups and downs of the relevant concept stock , and integrated the development status of some companies to review the past first year of the meta-universe.
Yuan Universe Concept Stocks:
A year later, more than 80% of them underperformed market
Yuan Universe At the beginning of the explosion, many companies entered the market, and Yuanverse Concept Stocks also rose and became the focus of the stock market.
only after the tide is gone, I know who is swimming naked. Whether the concept stocks will "sky up" or "spill over a thousand miles" a year later is not difficult to answer.
Wind data shows that among the 50 meta-universe concept stocks, between October 28, 2021 and October 17, 2022, 44 stocks fell more than the CSI 500, and the proportion of stocks under the market reached 88%. The once popular meta-universe concept stocks fell into a collective decline.
concept stocks with positive growth of are only " Dongshan Precision ", " Four-dimensional Tuxin " and "July 12", with 26.8%, 9.0% and 8.4% respectively. Among the concept stocks with negative growth, except for "Shiyuan Co., Ltd.", which had a decline of 3.4%, the remaining stocks all fell more than 10%. The declines of "Zhuoshengwei", " Wingtech Technology " and "Vier Co., Ltd." even fell below 50%.
The three meta-universe concept stock companies with positive growth did not put all the "eggs" in the basket of "meta universe". They just explored the meta-universe in addition to developing their original business.
For example, the "Metauniverse" business of "Four-dimensional Map New" is an attempt based on the company's original map data system, cloud service platform, high-precision maps, big data and smart city construction technology. Its own core business can help the exploration of "Metauniverse".
A year ago, as long as you are involved in the concept of "metauniverse", the situation where you can turn red all the way seems to be gone forever. "The stock price that has been speculated based on concepts has fallen down again by ability."
Metaverse Wearing Products:
Car taillights that cannot catch up with the concept
In the year when the concept of "metaverse" is booming, related products have also been released one after another, trying to let users more truly feel the approaching of the "metaverse" era.
Whether it is Internet companies such as ByteDance and Meta, or electrical appliance manufacturers such as TCL, they are eager to try the manufacturing of metaverse products.
However, the current metaverse products are more concentrated in AR and VR devices such as interactive glasses and headsets. The application scenarios are mostly concentrated in daily entertainment fields such as fitness training, playing virtual reality games, and watching VR videos. There is still a considerable difference from the eight elements that real metaverse products described by Roblox in the prospectus: "identity, friends, immersion, low latency, diversification, anywhere, economic system, and civilization".
At the same time, the current metacosmic wearable devices have not yet reached the stage of popularization. On the one hand, it is related to its relatively novel functions. On the other hand, the price of product ranging from a few thousand or tens of thousands is also a test for users' purchasing ability.
meta universe platform product:
Empty virtual world
In the wave of marching towards the meta universe, enterprises have begun to build virtual social platforms and digital collection trading platforms with the advantages of technology and number of users. However, these virtual worlds do not seem to have gained too many residents.
Meta After developing towards the metaverse, it launched the virtual social platform "Horizon Worlds". Users can enter the digital world by wearing Quest helmets and using VR technology to build their own virtual community.
However, "Horizon Worlds" has not gained popularity among consumers. According to China Times , in the virtual world developed by creators, only 9% of them have more than 50 visitors, and no more than 1% of the users who build their own virtual world through the platform. I thought that the metaverse world was crowded, but I didn't expect it to be empty.
In addition to its virtual platform "Horizon Worlds", the user usage of Meta software has not reached expectations. " Wall Street Journal " reported on October 17, 2022 that the monthly active users of Meta did not reach 200,000, which is far from the goal of 500,000 monthly active users at the end of this year.
in the country, the meta-universe platform is not easy. " Zhongqingbao " and " Tianxiaxiu " that initially "caused a lot of noise" in the field have tried to build a virtual platform at the beginning of the explosion of the meta-universe. On September 6, 2021, Zhongqingbao announced that it will launch the simulated management meta-universe game "Brewing Master" that connects virtual and real fantasy. On October 28, 2021, Tianxiaxiu released the virtual social product "Rainbow Universe", where users can establish virtual images in the Rainbow Universe and start social, games and life activities.
However, "The Master of Winemaking" has not obtained the game version number issued by the state. Many players reported that it is a gimmick of online wine selling at best. Tianxiaxiu issued an announcement after supervision and supervision on November 18, 2021, saying that Hongyun products have not yet been connected to cutting-edge hardware technology. "As a product in the experimental stage, there are great risks and uncertainties." In fact, the birth of these products is nothing more than a product accompanied by the hype of the concept of the meta-universe and has little to do with the meta-universe.
Even after a year of exploration, the development of the metaverse platform is not optimistic. In August 2022, Tencent announced that its digital platform collection magic core will stop selling digital collections; in October 2022, ByteDance announced that it would cut off its metaverse social product " Party Island " production team.
Even though virtual social games such as "Brewing Master" and "Rainbow Universe" have gained popularity in the "Metaverse", they still cannot escape the fate of poor performance, which is also related to the hasty release of concepts for hype. The "Meta Universe" virtual social game draws a big pie in the description, but the game itself is only similar to the upgraded version of the "QQ Show". Without technical support, the Meta Universe platform will naturally be difficult to fully develop.
The "Research Report on the Development of Metaverse 2.0" released by the New Media Research Center of the School of Journalism and Communication, Tsinghua University believes that as the next generation of Internet and social form, the construction of the metaverse requires the comprehensive application of digital twins, virtual natives, virtual symbiosis and virtual reality linkage technologies. Currently, based on the technology that can be realized at present, the construction of the metaverse still has a long way to go.
Yuan Universe enterprises layoffs rush
With the cooling of the Yuan Universe concept stocks and the cooling of products, some Yuan Universe companies facing operational difficulties have begun to choose layoffs as an important means to reduce expenses.
As early as May 2022, a Meta-Cosmic Field Company announced layoffs. In September 2022, Meta, the leader of the Meta-Cosmic Industry, announced that it plans to lay off 12,000 employees, and about 15% of the company's personnel will be affected, and the development of Meta-Cosmic Enterprises has also cast a haze.
Through the compilation of media reports, we have integrated a list of some meta-universe enterprises' layoffs. Their main business areas cover emerging concepts such as VR, NFT, virtual social networking, and cryptocurrency. The number of layoffs is as small as more than 20 people, and most of them are affected.
The Metaverse Enterprise, which once claimed to be the "final destination of technical personnel" in the context of layoffs in Internet companies, cannot escape the fate of layoffs in just one year.
product is far behind concepts, which is one of the important reasons why the metacosmic concept stock companies are currently facing. After all, instead of imagining the virtual world in the future, living the present is a matter that more people are concerned about.
Today, we are still discussing the "metauniverse", but no one can give a definite answer to what the "metauniverse" is and where it will go.
As a long-term technological wave, the metaverse is not a windfall, but a precipitation that requires continuous exploration. We still need to wait and see what the future of the metaverse will be.
Senior editor of this issue Xingtan
