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"The First Stock of the Metaverse" Feitian Cloud Dynamic officially listed on the Hong Kong Stock Exchange
The first Asian Metaverse Expo held
Baidu virtual image driver patent released, which can be applied to metaverse scene
Conflux launched a $5 million accelerator program, committed to the Web3 project
Samsung is developing higher brightness silicon-based MicroLED panel
Guinness World Records included bitcoin and a series of blockchain events for the first time
Sandbox VR It will open its first EU branch in Germany,
, the Meta Universe, to "beyond" online games丨Banyuetan
42 Chinese manufacturers are shortlisted for the top 100 global mobile game publisher revenue list, , Zhongqingbao , the Meta Universe wedding product has caused controversy
, the Meta Universe and digital media tool development company Stability AI completed a seed round of financing of US$101 million
NFT e-book startup Book.io was invested by BDMI, a subsidiary of Bertelsmann,
D Digital Glory, 3D Digital Glory,
Central Compilation and Publishing House Joint People's Digital Glory to launch the first digital collection of Marx and Enthusiastic themes
Yuan Universe Headlines
"The First Stock Stock of the Yuanverse" Feitian Cloud Ding is officially listed on the Hong Kong Stock Exchange
According to Interface News, on October 18, Feitian Cloud Ding, known as the "First Stock of the Yuanverse" in China, officially landed on the Hong Kong Stock Exchange, with an opening price of HK$2.21 per share, the same as the issue price, and the total market value is about HK$3.7 billion. Compared with the market popularity of
, what is more eye-catching is that it mentioned the "meta universe" more than 300 times in the prospectus. In fact, the company's early main business was game research and development and distribution, and it was not until 2015 that it began to do enterprise service business in AR/VR. After the
meta-universe concept became popular, the AR/VR market, which is the front-end entrance, has also rekindled hope. Feitian Yundong stated in its prospectus that the AR/VR content and service market belong to the scenario application layer of the metacosmic ecosystem. AR/VR is the key application to achieve and empower the immersive experience of the metacosmic universe, and is a prerequisite and threshold for entry in the metacosmic development stage.
Therefore, from the perspective of business structure, AR/VR marketing services have become Feitian Cloud Dynamic's main source of revenue at present. iMedia Consulting data shows that by revenue, Feitian Cloud ranked first in the market share of AR/VR content and service market, accounting for 2.6% of the total market share in 2021.
From 2019 to 2021, the AR/VR marketing service business achieved revenue of 137 million, 142 million and 376 million, respectively, accounting for 54.6%, 41.9% and 63.2% of the current revenue. In addition, the AR/VR content business achieved revenue of 45 million, 115 million and 161 million, accounting for 18.1%, 33.9% and 27.1% of the current revenue. In addition to the above services, the company's business also includes AR/VR SaaS and IP services.
financial data shows that from 2019 to 2021, Feitian Cloud's revenue was RMB 250 million, RMB 339 million and RMB 595 million, respectively, and its net profit increased year by year; in the first quarter of 2022, the company's net profit was RMB 40.2 million, and increased by 316% year-on-year, of which the gross profit margin of AR/VR content production business reached 55.3%.
is listed this time, Feitian Yundong has introduced cornerstone investors such as Anji State-owned Assets, Qicai Lingfeng, and SenseTime Technology , and subscribed a total of about 167 million yuan of Feitian Yundong's offering shares.
However, the R&D investment that does not match revenue growth has caused Feitian Yundong to be questioned a lot. In 2019, 2020, 2021 and the first quarter of 2022, Feitian Cloud's R&D expenditure was 11.425 million, 15.046 million, 21.703 million and 8.152 million yuan, respectively, accounting for only 4.6%, 4.4%, 3.6% and 3.6% of the total revenue during the same period, and the proportion gradually decreased.
Company stated in the prospectus that underlying technology is its core capability, and in the past, the company subcontracted non-core technology development and interactive content modules to third parties, and its IP rights belong to the company. In terms of the number of R&D personnel, Feitian Yundong said that the company's R&D team has 59 full-time employees (including 28 engineers and 21 designers), accounting for about 43.1% of the total number of employees.
Western Securities pointed out in its research report that the industrial chain of VR/AR mainly includes four major links: hardware, software, content production and distribution, application and service. From the perspective of current technology and needs, hardware devices are the basis for accessing VR/AR experience.As a technology company, although Feitian Cloud Dynamic's advantage is its marketing service capabilities, in the long run, if it lacks R&D strength, it may be difficult to have the persuasive power to make everyone believe in the "meta-universe". (Picture source: Leidi.com)
Domestic Dynamics
The first Asian Metaverse Expo was held
According to Cailianshe, the first Asian Metaverse Expo was held from October 17 to 21, with the theme of "Metaverse Business Opportunities and Future". Exhibitors come from many regions in Asia, and the expo will be held simultaneously in Hong Kong, Shanghai and Vietnam.
PICO released PICO4/4pro on September 22, Meta released QuestPro on October 11, Apple is expected to release new XR products in the first half of 2023, Sony is expected to release PSVR2 in 2023, and the number of new AR/VR products in 2022 has exceeded 20, and the industry ushers in a new round of product iteration.
Baidu virtual image driver patent is published, which can be applied to metaverse scenes
According to Tianyancha, Beijing Baidu Netxun Technology Co., Ltd. "Virtual image driver method, device, electronic equipment and storage medium" patent is published. The patent summary of
shows that the patent involves computer vision , deep learning, augmented reality and other artificial intelligence fields, and can be applied to virtual image generation and meta-universe scenarios.
Overseas Dynamics
Conflux launches a $5 million accelerator program, dedicated to Web3 project
According to PR Newswire, public chain project Conflux launches a $5 million accelerator program for Web3 project “eSpace Launch Pad”, which will provide early teams with $100,000 in funding to launch their projects on Conflux eSpace.
In addition to funding, the team will also receive practical support from a dedicated project tutor team in brand, community construction, token economics, engineering and marketing.
Samsung is developing higher brightness silicon-based MicroLED panels for AR headsets
According to Sina VR, Kim Min-woo, head of Samsung Display Group, said at the MicroLED Display Workshop industry event held in Seoul that the company is developing the next-generation technology based on MicroLED AR displays. Specifically, this technology is called silicon-based MicroLED, or LEDoS for short.
Kim pointed out in his keynote that the difference between AR and VR is that AR needs brighter displays because they compete with ambient lighting, which integrates virtual objects into the real world, and to do that, it needs to match the brightness of the light around the user. VR displays isolate users from the world, so lower brightness can do the job.
Guinness World Records includes Bitcoin and a series of blockchain events for the first time
On October 18th news, according to Cointelegraph, Guinness World Records includes Bitcoin and a series of blockchain events in the 2023 edition of the "Guinness World Records" category. The Guinness World Records official website describes Bitcoin as the first decentralized cryptocurrency, which writes that Bitcoin was developed to solve the challenge of regulating digital currency without any central agency or "trusted third parties" overseeing transactions.
In addition to Bitcoin, Guinness World Records also includes events such as " El Salvador becoming the first country to adopt Bitcoin as the fiat currency", " Manchester City 's fan token is the most valuable fan token", and "NFT project CryptoPunks is the most expensive NFT collectible".
Sandbox VR will open its first EU branch in Germany
Recently, Sandbox VR, an offline VR experience chain, announced that it will open its first EU branch in Germany on October 20.
It is understood that Sandbox VR was established in , California in 2016, and by 2019 it received up to $80 million in venture capital. The company then had to close its branches in the United States and Asia due to the epidemic and filed for bankruptcy soon after. But Sandbox VR seized the opportunity to complete the self-rescue and reported another $37 million investment by the end of 2021.
Sandbox VR is based on a well-designed camera system that transmits each action to the VR game by tracking the balls on the player’s body.Every move of your fingers, hands and feet can be fed back in real time in VR games. Players will wear vests for tactile feedback and, depending on the game, wear weapons, swords or shields, which will also be tracked in space. They carried an laptop with a small backpack and sent motion coordinates to the server. The offline experience store will offer six different VR experiences, each lasting about 35 minutes.
Yuan Universe View
Yuan Universe "transcends" online games丨Banyuetan
Science fiction writer Liu Cixin believes that there are two ways before humans. One goes outward, leading to the sea of stars; the other goes inward, leading to virtual reality.
There are two representative views on the future of the metaverse: First, the metaverse may be the next generation of Internet form after the mobile Internet, which will bring about an industrial revolution and even promote the reshaping of human civilization; second, some metaverse projects are more like "old wine" that uses "new bottles" to install online games and virtual reality. The metaverse should not stop in a highly realistic and tempting virtual world. Why does the
meta universe cause such great attention and so much debate? Because it is not only a noun, it also represents a new force and nurtures a new era. On the one hand, the metaverse has brought opportunities for further innovation in Internet content carriers, communication methods, interaction methods, etc., and technology, capital, and users are eager to seize this new opportunity. On the other hand, in the digital parallel world created by the metaverse, physical computing, scientific experiments, modern warfare, etc. can be simulated and verified at low cost and efficiently, helping mankind better benefit the real world.
Therefore, the metaverse should "transcend" online games and shoulder a greater historical mission.
meta-universe may bring changes beyond human imagination. For example, if the boundaries of time are broken, people can reenact history and "resurrect" the deceased; the spatial structure is reshaped, while seeing physical space, people can also create new space based on imagination; if the limitations of identity are broken, people can create digital clones with completely different appearances, nationalities, and genders... Of course, these "superpowers" are not without prices. While the metaverse changes this world, it also has a series of challenges such as "decentralization", virtual asset speculation, privacy leakage, and addiction. (Source: Xin Kuaibao)
link:
https://cj.sina.com.cn/articles/view/1652484947/627eeb5302001ezxb?sudaref=www.baidu.comdisplay=0retcode=0
Institutional Views
42 Chinese manufacturers are shortlisted for the top 100 global mobile game publishers revenue list, and Zhongqing Baotuo Yuanshi wedding products are controversial
According to 21st Century Business Herald , Sensor Tower released the September Chinese mobile game reflection on the global revenue rankings, with a total of 42 Chinese manufacturers shortlisted for the top 100 in the world, attracting a total of 1.88 billion yuan.
In terms of domestic company information, Zhongqingbao launched the first meta-universe wedding product in China, which caused many netizens to complain; the copyright of Tencent "Honor of Kings·World" was approved, laying the foundation for further overseas trip; Perfect World 's game business in the third quarter is expected to achieve a net profit of 350 million to 370 million yuan, with good performance.
Financing News
Metauniu and digital media tool development company Stability AI completed a seed round of $101 million
1 October 18, Metauniu and digital media tool development company Stability AI announced the completion of a seed round of $101 million, led by Coatue Management and Lightspeed Venture Partners. Stability AI has reached $1 billion in valuation, but the company's representative declined to comment on the figure, according to people familiar with the matter.
Stability AI builds the "Stable Diffusion", an AI tool that can make digital art, which can design applications in the metaverse or create PowerPoint presentations.
Unlike its competitors, Stable Diffusion is an open source software that can be used by the public. Users can build applications related to design, movies, augmented reality, video games, advertising and even e-commerce based on their code.
NFT e-book startup Book.io was invested by BDMI, a subsidiary of Bertelsmann,
18. After completing the seed round of financing exclusively invested by book publisher Ingram Content Group earlier this month, NFT e-book startup Book.io announced that it had completed another new financing transaction. The investor is BDMI, a subsidiary of Bertelsmann, and the specific amount has not been disclosed yet. In addition to funding, they will also establish a "a partnership" with BDMI to expand innovative products besides NFT e-books, such as audiobooks and other types of digital media.
Book.io started its first book sales on July 20, 2022, with sales in the secondary market exceeding $500,000, of which a single collection of e-books sold for more than $4,000.
digital collection
Dunhuang "Flying Girl" 3D digital collection is on sale
According to Yuanlishe, on October 18, the Dunhuang "Flying Girl" 3D digital collection jointly launched by ADM Asia Design Management Forum and Life Innovation Exhibition and Dunhuang Academy of Fine Arts was officially launched on the Shuquan platform.
D Dunhuang "Flying Girl" 3D digital collection consists of three cute "Flying Girls", which creates the Dunhuang Art Museum's cultural relic "Flying Sky Cave 390" for secondary creation. The action shapes and clothing patterns are referenced to real murals and historical materials, and combines the charm of Sui and Tang for a Q-version cartoon style.
Central Compilation and Translation Press and People's Digital Collection first released digital collections on Marx and Engels theme
According to official news, Central Compilation and Translation Press and People's Digital Collection have jointly launched "Portrait of Marx" and "Portrait of Engels" and "Propaganda Poster" created by Chinese painting master Jiang Zhaohe as the main body, and strive to create thematic digital collections, which will be officially released on October 12.
It is reported that "Propaganda Poster" is a cultural and creative product jointly launched by the former Document Information Department of the Central Compilation and Translation Bureau and the Central Compilation and Translation Press on the occasion of the 200th anniversary of Marx's birth. It will be sold publicly on the People's Digital Tibet platform at 10:00 am on October 12, 2022.