Another hard technology gets top support: Huawei releases disruptive products (with shares)

category:Finance
 Another hard technology gets top support: Huawei releases disruptive products (with shares)


Huawei has released a new 6DOF game suite that users have been looking forward to for a long time. It can let consumers interact freely, freely and fluently in VR games.

Open source Securities believes that the development of VR content will go through three stages: quantity is king, quality is king and experience is king, and it will drive investment opportunities in hardware, content and network side.

The agency pointed out that the current industry is in the early stage of transformation from quantity to quality, and high-quality content and intelligent hardware are expected to usher in a new round of growth opportunities. Among them, the content distribution platform backed by operators is expected to run through the advantages of VR / AR content distribution and operation by virtue of rich early content reserves, open content cooperation ecology, deep sinking channels and operation and maintenance resources, and unique cloud, edge and network seamless integration ability.

VR related concept stocks sorted out by CFA are as follows:

Hengtai April: 2019 annual report revealed that cloud companies, based on the Internet plus industry technology, combined with big data and cloud computing, have been actively developing and building VR/AR technology, namely, VR and AR.

Silk Road vision: the company is engaged in the digital vision integrated service business based on CG technology. The initial raised investment project will invest 22.3681 million yuan into the R & D center construction project. In the next three years, it will focus on promoting the research and development projects of holographic imaging and virtual / add / hybrid reality technology.

Lianchuang optoelectronics: eye tracking is one of the key natural interaction technologies of virtual reality, and infrared technology is the premise of eye tracking. The company completed the refinancing in December 2013, and the fund-raising investment is the industrialization project of infrared LED devices, which is used for active infrared camera technology in night vision system, which is consistent with the infrared imaging principle of somatosensory interaction equipment.

Jinke culture: the company holds 17.03% of the equity of Beijing Tianji micro motion Technology Co., Ltd., and the desperate battlefield VR developed by the companys independent game studio is a multiplayer online tactical survival competitive game combining the classic rules of chicken eating game and the super immersion of VR game. Electroacoustic Co., Ltd.: on December 17, 2019, the company said on the interactive platform that VR technology should be applied to marketing scenarios such as auto show and 4S shop, to create interactive experience equipment and build immersive experience scene. In the future marketing services, VR technology still plays a very important role, and continues to create imaginative immersive experience for users. Aerospace Development: the company acquired 90% equity of Aerospace Science and engineering system simulation technology (Beijing) Co., Ltd., and realized the holding of simulation company. The main business of simulation company is virtual reality, military simulation and information system development in Zhenduo aerospace field. Source: Science and technology innovation board daily editor: Yang Bin_ NF4368

Jinke culture: the company holds 17.03% of the equity of Beijing Tianji micro motion Technology Co., Ltd., and the desperate battlefield VR developed by the companys independent game studio is a multiplayer online tactical survival competitive game combining the classic rules of chicken eating game and the super immersion of VR game.

Electroacoustic Co., Ltd.: on December 17, 2019, the company said on the interactive platform that VR technology should be applied to marketing scenarios such as auto show and 4S shop, to create interactive experience equipment and build immersive experience scene. In the future marketing services, VR technology still plays a very important role, and continues to create imaginative immersive experience for users.