Since the concept of the metaverse has become popular, the concept of NFT has also been promoted as an identity card for entering the metaverse, and many listed companies are rushing to squeeze on this increasingly crowded track.
The A-share NFT concept has been rising all the way since April 27, which is basically consistent with the trend of the Metaverse concept sector.As of the close on June 23, the sector index reached 1057.68 points, an increase of 25.6% from the lowest point in the first half of this year.Since April this year, A-share listed companies such as Blue Cursor, Crazy Sports, Tom Cat, and Zhongqingbao have successively launched digital collection platforms.Statistics show that from the perspective of listed companies alone, at least 20 listed companies have launched digital collection trading platforms.
For the Internet technology companies listed overseas, the business of their digital collections has shown a double world.A few days ago, Baidu Super Chain revealed that the Encyclopedia Museum will join hands with a number of cultural and museum institutions to launch the "Museum Treasures New Project", which will focus on the second creation and launch of digital collections.WeChat recently listed "virtual currency and digital collection transactions" as "illegal and illegal business operations" in the relevant operating regulations.
Whether it is the once-popular "blockchain+" or the new favorite "digital collection+" of the times, even if the future of this track is uncertain, many listed companies are still accelerating their deployment and do not want to be left behind by the times.On June 24, Hu Qimu, chief researcher of Sinosteel Economic Research Institute, said in an exclusive interview with reporters that the concept of NFT is in the stage of switching from the budding stage to the growth stage, which is why we feel that the "false fire" is fading.The NFT industry has broad prospects for development, but there are few application scenarios in the traditional economic field, which requires the deepening of market education, the further maturity of technology, and the improvement of supporting systems and mechanisms.
NFT concept continues to pick up
Market sentiment is gradually becoming rational
Entering 2022, the digital collection track has ushered in explosive growth, and many Internet giants and listed companies have entered the game. Similar to the trend of the metaverse concept, the NFT concept also experienced a cold market in January this year, and it did not start to pick up until the end of April.
Subsequently, the General Office of the Central Committee of the Communist Party of China and the General Office of the State Council issued the "Opinions on Promoting the Implementation of the National Cultural Digital Strategy", requiring to accelerate the research and formulation of cultural digital construction standards, support digital cultural enterprises that meet the attributes of science and technology innovation to list and raise funds on the Science and Technology Innovation Board, and support NFTs. Conceptually, it's also a big plus.
Oriental Fortune data shows that the A-share NFT concept sector index rebounded all the way after bottoming on April 27, with an increase of 25.6%. As of the close on June 23, the total market value of the sector has reached 183.5 billion, and 24 of the 28 concept stocks have risen in the past 10 days. Among them, Qujiang Cultural Tourism and Sifang Jingchuang rose by more than 10%, and more than half of the stocks rose by more than 5%; among the stocks that fell, only Jihong shares and ST Meisheng fell by more than 5%.
Most of the Internet companies listed overseas have also begun to test the waters of digital collections in addition to the concept of the metaverse. Technology companies including Alibaba, Baidu, NetEase, Tencent Holdings, JD.com, etc. have all built digital collection platforms directly or indirectly deployed digital collections, and all encountered turbulent market conditions during this period.
The reason is that the metaverse and NFT technology are inseparable. According to the reporter's rough statistics, among the stocks in the NFT concept sector, more than half of the stocks including Tom Cat and Aofei Entertainment span the two major sectors of the Metaverse and the NFT concept. However, the market sentiment has gradually become more rational recently, and the stock price stimulation brought by digital collections is not as violent as the concept of the metaverse. Take Thunderbolt and Digital Certification, the two stocks with the highest stock prices in the metaverse concept and NFT concept.
Leading enterprises develop digital collections
Only a few disclose revenue share
Around the concept of NFT, Internet companies, listed companies, museums, cultural tourism, publishing and even manufacturing have joined the "Digital Collection+".
Among many companies, the big technology companies represented by Alibaba and Tencent are the first to deploy digital collections in China. Subsequently, JD.com, Baidu, NetEase, and Station B have also stepped into this emerging field based on the company's own blockchain technology. . Generally speaking, most of the digital collections released successively on these platforms since the launch of these platforms have cooperated with scenic spots, museums, major brands, etc. on IP.
It is worth noting that Xunlei launched a B-side enterprise digital collection service platform in February this year, aiming to help enterprises complete the chain of digital assets. In addition, there are listed companies such as Blue Cursor and Lingjing Culture, whose business also assists brands and IP in the creation, production and distribution of digital collections.
In addition, some A-share NFT concept listed companies did not directly launch a digital collection platform, but sold digital collections based on the company's IP by cooperating with existing platforms in the market. For example, Aofei Entertainment recently stated on the investor interaction platform that it has cooperated with a number of platforms to launch several IP collections such as “Xiyangyang and Big Big Wolf”. Huace Film and Television also stated before that the company will gradually launch digital collections based on film and television content as a normalized business, and a few days ago, it cooperated with Thin Box Mints to launch the online dramas "Acquaintance with Jun Chu" and "Just Like the Return of an Old Man". Wearable digital collection. Huangshan Tourism will jointly establish Anhui Tuma Technology Co., Ltd. with Ant Group in 2021 to open and sell Huangshan-themed digital collections.
However, although the NFT concept remains popular, there are still hidden concerns in the development of the industry. Statistics show that at present, only a very small number of companies such as Qujiang Cultural Tourism have disclosed the specific revenue ratio of the digital collection business, and most companies have not disclosed the revenue of this business. In addition, the actual controller of Tom Cat has frequently reduced its holdings recently, and has received an inquiry letter for the annual report, which has also been suspected by the outside world to cash out by taking advantage of hot hype.
