国内元宇宙概念公司盘点（附长图）

欧易(OKX)最新版本

【遇到注册下载问题请加文章最下面的客服微信】永久享受返佣20%手续费！

APP下载   全球官网 大陆官网

币安(Binance)最新版本

币安交易所app【遇到注册下载问题请加文章最下面的客服微信】永久享受返佣20%手续费！

APP下载   官网地址

火币HTX最新版本

火币老牌交易所【遇到注册下载问题请加文章最下面的客服微信】永久享受返佣20%手续费！

APP下载   官网地址

　　2022年业已过半，全球范围内关于元宇宙的探索依旧在如火如荼地展开。

More than half of 2022, the exploration of the meta-cosmos around the globe continues unabated.

　　6月21日，Meta、微软、Epic、英伟达、高通、索尼等36家公司宣布成立名为“元宇宙标准论坛（Metaverse Standards Forum）”的组织，拟为元宇宙、AR/VR等建立行业标准，并计划于7月召开会议。中国的华为和阿里巴巴达摩院也在创始成员名单之中。

On 21 June, 36 companies, such as Meta, Microsoft, Epic, Weida, Hightower, Sony and others, announced the establishment of an organization called “Metaverse Standards Forum” to set industry standards for the Woncosmos, AR/VR, etc., and are planning to meet in July. China’s Hua and Ali Babadam Monastery are also on the list of founding members.

　　国内同样有大动作。6月27日，腾讯控股宣布正式成立“扩展现实”（XR）部门，该部门的任务是为腾讯建立包括软件和硬件在内的扩展现实业务。XR技术被视为打造“元宇宙”的重要基石，腾讯此举意味着其志不止局限于元宇宙内容领域，二是全方位展开探索。

On June 27, the XRs announced the formal establishment of the XRs, whose mission is to create an expanded reality business that includes software and hardware. The XR technology is seen as an important building block in the construction of the meta-cosmos, which means that their ambition is not limited to the meta-cosm content area, but to explore the whole spectrum.

　　本期内容我们将从内容端和硬件端两个方向出发，盘点目前国内头部元宇宙企业。

The content of this period will start in the direction of both content and hardware, and will take stock of the current national head-team cosmopolitan enterprise.

　　内容端

content

　　腾讯：公司通过资本（收购&投资）+流量（社交平台）组合拳，探索与开发元宇宙。通过投资EpicGames、Snap分别占据了VR/AR生态的有利地位，在社交、游戏、企业服务等领域的优势为内容场景奠定基础。

: explores and develops the meta-cosmos through a combination of capital (acquisition and investment) plus flow (social platforms). By investing in EpicGames and Snap, VR/AR ecology, respectively, advantages in socialization, games, business services, etc., lay the groundwork for the content scene.

　　6月27日，腾讯正式成立“扩展现实”（XR-ExtendedReality）部门，正式将赌注押在虚拟世界的元宇宙概念上。消息指出，该部门的任务是为腾讯建立包括软件和硬件在内的扩展现实业务，并将成为公司互动娱乐事业群（IEG）的一部分。

On June 27, the XR-Extendred Reality department was officially established, placing its bets on the meta-cosm concept of the virtual world. According to the news, the mission of the department is to create an extended reality business, including software and hardware, for the evangelization and will be part of the company’s interactive entertainment community (IEG).

　　字节跳动：2021年8月，字节跳动收购VR头显厂商Pico，补足了硬件短板，为自身内容流量找到新的入口。在内容与场景方面，抖音、西瓜视频、Faceu 激萌、飞书、图虫等产品矩阵覆盖全球超150个国家和地区，流量全球化。

bytes: August 2021, bytes beat the acquisition of VR head displayer Pico, filling up hardware shortboards and finding new entrances to its content flow. In terms of content and scenes, product matrices such as tremor, watermelon video, Faceu enticing, book-flying, mapworms, etc. cover more than 150 countries and territories around the globe, with global flows.

　　网易：与三亚市政府签署战略合作协议，网易将在三亚设立网易海南总部，建设网易元宇宙产业基地项目。此外，双方还将在互动娱乐、电子竞技、音乐文化、电商直播、在线教育等领域深化合作。

Network Easy: has signed a strategic cooperation agreement with the municipality of Sanya, which will allow for the establishment of a web-friendly south-south headquarters in Sanya to build a web-friendly cosmic industry base project. In addition, the two sides will deepen their cooperation in areas such as interactive entertainment, electronic competition, music culture, live telecasts and online education.

　　芒果超媒：湖南广电将以国家广播电视总局5G重点实验室为基座，与中国移动以芒果超媒为合作契机，探索搭建芒果“元宇宙”平台，全面参与未来传播形态竞争。公司将通过“互动+虚拟+云渲染”三个方面构建芒果元宇宙的基础架构。已上线泛娱乐内容社交平台“芒果幻城”。

The company will build the foundation of the Mango universe through three aspects: “Interactive + Virtual + Cloud Rendering.” The social platform for online entertainment content, Mango Mirage, has been set up.

　　爱奇艺：《2021易凯资本元宇宙报告》指出，“短期内，元宇宙的突破口是游戏、社交与沉浸式内容。拥有大量可沉浸内容版权和一定VR内容产出能力的爱奇艺有相当大的机会去争夺通往元宇宙的门票。”

“In the short term, the breaking point of the meta-cosmos is game, socialization and immersion. Achictics with a large amount of content rights and certain VR content output have considerable opportunities to compete for tickets to the meta-cosm.”

　　哔哩哔哩：B站高能链是为新应用、文化、游戏以及数字资产构建的数字原生社区。其3大应用场景分别为数字藏品（NFT）、数字身份，以及版权。同时，能够为用户提供原创作品上链、NFT藏品展厅、虚拟宠物、偶像互动、数字身份及低调向他人展示自己身份这6个方向的服务。

beep: The high-energy chain at B is a digital primary community built up for new applications, culture, games and digital assets. Its three main applications are digital collections (NFTs), digital identities, and copyright rights. At the same time, users can be provided with services in the six directions of original creation upper chains, NFT collections, virtual pets, idolic interactions, digital identities and low-profile presentation of identity to others.

　　三七互娱：在内容生态方面，公司已通过投资覆盖AR/VR、影视、动漫、音乐等内容形态以及社交、体育健康等应用场景。在AR/VR领域，公司投资了优质的VR内容研发商加拿大Archiact，后者研发的《Evasion》经权威媒体Metacritics评分77分，打入VR游戏历史前十。

In terms of content ecology, the company has invested in AR/VR, video, animation, music, and other applications such as socialization and physical health. In the area of AR/VR, the company has invested in high-quality VR content developer, Archiact Canada, whose Evasion was rated 77 points in the leading media, Metacrics, to the top 10 points in the history of VR games.

　　世纪华通：公司旗下自研元宇宙游戏《LiveTopia》登陆全球最大的元宇宙社区Roblox平台，月活用户超过4000万，最高日活突破500万，累计访问突破6.2亿次，在Roblox平台上的用户数超过1亿，是国内最成功的元宇宙游戏。

Century Floon: LiveTopia, a self-researching meta-cosmos game under the flag of , landed on the largest meta-cosmos community in the world on the Roblox platform, with more than 40 million monthly users, a maximum of 5 million daily life hits, 620 million cumulative visits, and over 100 million users on the Roblox platform, the most successful meta-cosm game in the country.

　　昆仑万维：仑万维在2021年完成了对Opera和Star Group的并购，根据美股公开报告显示，2021年Opera平均月活跃用户近3.6亿，并在拉美及北美地区分别实现35%及22%的快速用户增长。目前Opera通过面向游戏玩家的Opera GX浏览器、面向开发者的游戏引擎GameMaker Studio （GMS）、以及完成两者闭环的游戏社区平台GXC，进行元宇宙打造。

Klonvinwi: Lunvinvi completed the M&A of Opera and Star Group in 2021. According to U.S.-US public reports, the average monthly active user of Opera in 2021 was close to 360 million, with rapid user growth of 35% and 22%, respectively, in Latin America and North America. Opera is currently engaged in meta-cosm construction through the Opera GX browser for game players, the Developer's engine, GameMaker Studio (GMS), and the community platform GXC, which completed the two closed circuits.

　　完美世界：公司在多人在线角色扮演类游戏、在线娱乐内容产出、引擎、VR/AR、AI等领域优势突出。当前，包括《幻塔》在内，公司还有多个开放世界在研游戏项目，比如《CS：GO》在2020年推出官方虚拟主播古堡龙姬、近期推出永恒娘，以及《DOTA2》在2021年10月推出的官方虚拟偶像dodo，都契合了虚拟数字人的理念。

Perfect World: has a great advantage in a variety of online role-playing games, online entertainment content output, engines, VR/AR, AI, etc. At present, including in the phantom towers, the company has a number of open-world games projects, such as the launch in 2020 of the CS:GO of the official virtual anchor, the recent launch of the Permanent Mother, and the launch in October 2021 of the official Dodo of the DOTA2 virtual icon, which coincides with the idea of a virtual digital person.

　　硬件端

Hardware End

　　歌尔股份：公司为国内领先的消费电子零部件和整机供应商，VR/AR硬件制造在总营收中占比达四成，且客户都是VR领域头部厂商，如Oculus、索尼、HTC和Pico等，这是歌尔股份的核心竞争力，也是元宇宙时代支撑增长的最重要支点。

is the leading domestic supplier of consumer electronic parts and fittings, VR/AR hardware manufacture accounts for 40 per cent of the total revenue, and customers are top producers in VR areas, such as Oculus, Sony, HTC and Pico, which is the core competitiveness of Gore shares and the most important enabler of growth in the Won Universe era.

　　京东方A：公司能够为VR/AR/MR智慧终端提供显示解决方案，其中包括高PPI、高刷新率的FastLCD和超高分辨率、超高对比度的硅基OLED等极具代表性的显示技术。

Kyoto Eastern A: can provide demonstration solutions for VR/AR/MR intelligent terminals, including highly representative display techniques such as high PPI, high-release FastLCD and super-high-resolution, super-high contrast OLED silicon.

　　东山精密：公司积极布局VR/AR相关赛道，成为Oculus Quest2 软/硬板核心供应商。公司还是苹果产业链的中国供应商之一。在苹果发布自己的MR头显之后，元宇宙概念产品份额的提升将进一步凸显公司竞争力。

　　欧菲光：公司在VR/AR透镜、VR/AR模组方面优势明显。公司在南昌成立虚拟现实研究院，投资了国内领先的PC VR头显厂商小派科技。

Eufhire: has a significant advantage in VR/AR lenses, VR/AR modules. The company has set up a virtual reality institute in Nanchang, investing in small-scale technology from the country's leading PCVR leading producers.

　　利亚德：利亚德已依托自研动捕产品立足研发，布局数字人、数字资产等元宇宙相关产业方向，建立数字人校企联合实验室的同时，逐步建设数字资产平台，储备数字资产。利亚德旗下德火科技自主研发的DRS系统，基于DRS系统的AR沉浸式全景仿真系统、MR混合现实拍摄等多类型解决方案已广泛应用于全球市场。

Laid: Liade has built on self-researching of products and developed the direction of the meta-coastal-related industries such as digitals and digital assets, building digital asset platforms and storing digital assets in parallel with the creation of a joint laboratory for digital schools. The DRS system developed autonomously by German and German technology under the Liad flag, the AR immersion panorama system based on the DRS system, the MR hybrid reality film, etc., has been widely applied to the global market.

　　舜宇光学：舜宇光学是全球知名的车载镜头出货商，公司的VR类镜头与镜片及3D交互式镜头已实现供货销售。2022年上半年，舜宇光学完成800万像素英伟达系列自动驾驶车载镜头的研发。此外，也完成了全息ARHUD方案配套的核心光学引擎研发，以及VR显示模块和AR彩色波导片的研发。

　　长信科技：公司致力于“元宇宙”产业链的建设，VR项目从2019年12月开始布局，2020年3月份项目开始立项，2020年7月份进入量产，现每月产能峰值达到1KK/月；公司为Meta及国内VR厂商提供最新款VR Quest2显示模组。

Long-Technology: is dedicated to the construction of the “Megaspace” industrial chain. The VR project began to be laid out in December 2019, the March 2020 project began to be launched, and in July 2020 it reached a production peak of 1 KK/month per month; the company provided Meta and the domestic VR manufacturer with the latest VR Quest2 display module.

　　创维数字：公司在只能硬件入口方面，将持续投入资源进一步深度研发VR智能终端，2022年将上市具有折叠光学方案的六自由度VR硬件终端；公司在内容生态方面，将在游戏、教育和医疗方面加大投入，引入合作内容。

　　R蓝思科技：蓝思科技在VR/AR生产所需的工业设计、传感器、光学设计、系统集成、大规模量产等底层核心技术上积累较深，业务上，拥有苹果、微软、华为、小米、索尼等一线客户资源。

RrangeTechnology: RanceTechnology has accumulated deeper in industrial design, sensors, optical design, system integration, mass production, etc., at the bottom core of VR/AR production, and is operationally owned by front-line client resources such as apples, Microsoft, Huayun, Mi and Sony.

　　水晶光电：公司主要产品包括滤光片、光学低通滤波器和组合片、智能眼镜光学模块等AR、VR、MR新的显示技术等相关储备。

Crystal Photovoltaics: The main products of

新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。

欧易(OKX)最新版本

【遇到注册下载问题请加文章最下面的客服微信】永久享受返佣20%手续费！

APP下载   全球官网 大陆官网

币安(Binance)最新版本

币安交易所app【遇到注册下载问题请加文章最下面的客服微信】永久享受返佣20%手续费！

APP下载   官网地址

火币HTX最新版本

火币老牌交易所【遇到注册下载问题请加文章最下面的客服微信】永久享受返佣20%手续费！

APP下载   官网地址