Now, shares the latest eruption of the volcano is undoubtedly the "virtual reality". When the market touched when it is not clear whether virtual or real, the latest hot topic has successfully replaced brokers, charging, Disney became the main support.
On November 19, 14 virtual reality concept stock trading, shares rose close to 8%. To the industry's surprise is that it seems that every time a new VR (virtual reality, VirtualReality) product launch can rapidly ignite virtual reality theme, French market is a spark.
Is different from the previous charge, the fuse in the domestic market. After Samsung, Facebook, Google has introduced a helmet, on November 18, the storm technology joint stock company storm mirror also has released two new VR: Storm mirror one "Devil", storm magic mirrors 4. And unfortunately is that the feast of "originator"-storm technology is still suspended, again missed the boom.
How fire virtual reality? But little enthusiasm chasing things, institutions, national teams are staking. Visible through the three quarterly reports, 20 positions from virtual reality unit institutions, in addition, the figure of 11 stocks in the national team.
Plague was now trading in virtual reality too much, who's leading? Essence securities analyst Zhao Xiaoguang believes that virtual reality is the integration of a variety of technology and need to screen, optics, cameras and other technology development.
Not only that, those playing in the virtual reality concept, in addition to the listed companies which are directly involved in manufacturing, many hidden players still dormant, virtual reality unit can be divided into the following five categories:
, Virtual reality equipment import
1, storm technologies (300431): Storm technologies owned by storm mirror is a special proprietary VR virtual reality devices, has launched the storm mirror (1 's, 2 's, 3 's), small mirror, magic eyes, hand mirror and other products.
2, the music video network (300104): as the network owns "power helmet" VR glasses case, according to reports, the "Super helmet" to achieve its 1000-inch large-screen, 15 metres from the moviegoing experience; the pupil distance mm adjustment, myopia is adjustable, maximum support 800; Le Super phone Plug-and-play.
Second, virtual displays and other hardware, manufacturing
3, lianchuang optoelectronic (600363): the LED and optical cable as the leading industry, the main business areas include: LED, optical cables, relays, communication and information services. Has been formed LED epitaxy, chip, device, backlight and semiconductor lighting source, such as a complete industrial chain and large-scale production.
4, Crystal-Optech (002273): develops LCOS (liquid crystal on silicon) package glass, LOCS for virtual reality displays one of the technical options for the future.
5, Ou Feiguang (002456): engaged in manufacturing camera module and million star holographic phone front wide angle camera with eye-tracking abilities, eye-tracking is one of the natural interaction of the key technologies of virtual reality.
6, dark horse (000050): dark Pegasus 3Dlens as core components of the universal 3D device, its stable supply capacity at the current point in time have a strong sense of scarcity.
7, Lee Optronics (002189): there is the mirror of the storm's main supplier, have grasped internationally advanced lenses, prisms, large scale manufacture of optical thin film technology.
8, song, acoustic (002241): Oculus shot one of the two suppliers, songs, songs with acoustic shares loose optics.
9, sanan Optoelectronics (600703): mainly in chips, LED products, virtual reality projection equipment.
10, hemp industry (002036): advances in asset swaps, the main industry in turn, placing assets electronics related optical lens and touch-sensitive display, two major consumer electronics.
Three, or virtual reality software system platform
11, huali creative (300045): developed a software platform for virtual reality and development of three-dimension modeling software can also be used for virtual reality technology.
12, Sichuan Zhisheng (002253): three dimensional facial recognition technology research and development, future industrialization of space is infinite. Use Intel's low-cost sensors, successfully developed the first set of three-dimensional facial recognition system, in 2015 and Intel information technology show.
13, Infineon Technologies (600288): great cut Infineon Technologies of virtual reality software industry, has been engaged in Intelligent detection systems and components and lasers and applications in research, development and application.
14, Chi tech (300458): the company said follow closely the application of virtual reality technology and market developments, and study the feasibility of entering the field. Engaged in research and development and sales of electronic components, software and systems integration business.
15, UOB shares (002236): monitor product suppliers and solution providers, providing global leading video store, front-end, show control and intelligent transport series products.
Four, audio-visual touch display background supporting
16, digital video (300079): with manufacturers of the technology package, digital content can be projected as a holographic image, you can interact with the real world.
17, were also presented (002751): engaged in the commercial chain Terminal Services provide virtual services.
18, Boe (000725): investing in the wearable smart devices, all the while to new display technologies for different technology for tracking and research, in the field of virtual reality have better technology, helps cut into the field of virtual reality over time.
19, hikvision (002415): owns industrial stereo camera and the first industrial CCD cameras, in addition to the image data, also can provide the depth of information data and depth data can be three dimensional object modeling three dimensional perception of the object.
20, Galaxy bio (000826): sunflower technology joint ventures and development virtual fitting room and Virtual Museum for display.
Five ways, holding or strategic cooperation to cut
21, aishide (002416): a wholly-owned subsidiary Beijing ruicheng huida, Ltd equity storm mirror. Not only that, Shi de he built storm mirror and love online store.
22, CI star shares (300307): purchase 35% stake in bloom interactive, by investing in bloom interactive, access in human-computer interaction, virtual reality, graphic, image and voice processing and other aspects of international advanced technology, laying the Foundation for listed companies to enter the service robot areas. Bull post Zhang Yujun Lok Ma on September 17 you
23, contact Interactive (002280): a wholly owned subsidiary of digital domain (Hong Kong) held in $ 15 million United States startups Avegant 21.02% stake, its Glyph is one of the most famous head-mounted virtual reality glasses, using retinal projection images directly onto the user's eyes.
24, Changjiang River communication (600345): equity 34% Changjiang Li Wei, Changjiang Li Wei engaged mainly in liquid crystal on Silicon (LCOS) micro-projection display chip development and production.
25, wsun Ark (000687): constant day Swan told us in June this year the Ark to raise capital of no more than 2.3 billion yuan, all for the new ultra-wideband phased array antenna development and industrialization project, one important project is in full colour, transparent load display device research and development.
26, alfy animation (002292): recent b-round lead investor means to motion-capture technology development and application of the Connaught room investment company. Both in terms of number of business expansion joint, including today's hot content and virtual reality theme, to develop industry-leading solutions.
27, huayi brothers (300027): in April this year, huayi brothers and its wholly-owned subsidiary storm mirror splashed out 24 million investment, after the transaction is completed, storm mirror 8% owned by huayi.
28, and network technology (300113): with HTC on November 17 on the virtual reality resources and mutual cooperation and strategic partnership, Vive products sales in the future, gaming operation, excessive entertainment and other aspects of cooperation.
29, the day the sound control (000829): telling holding subsidiary of voice communication with the huayi brothers, ruicheng Delta, guangqisong Wo, common to the replenishment of the storm mirror.
30, Phoenix media (601928): acquisition of Xiamen to create one, which has a more mature and widely used virtual reality products, such as creating one web3D virtual reality platform, creating one virtual teaching and training systems, creating one virtual NC machine training system, create one virtual crane training system, create one virtual reality display systems.
31, Ann stock (002235): held in June this year to 9.3 million capital increase shares of Shanghai Zhi Ying digital technology co, 10% shares; Zhi Ying digital primarily for game makers, television program provides image-picture-related technical services April 2015 to start a virtual reality project, to virtual reality technology to develop educational products for children.
32, exciting technology (002681): shares of auto technology, is expected to be released this month by VR equipment, including VR glasses "dazzle" and record a 360-degree panoramic video of "360 panorama ball."
33, Hua Wen media (000793): shares of Shenzhen virtual reality technology limited; subsidiary Hong investment Xiamen, Shanghai Wik network technology co; investment Beijing Lanting digital technology co; investment in Shanghai Science and technology co., Ltd.
34, the Lingnan Garden (002717): wholly-owned affiliates hanrean technology and United Kingdom companies Holovis signed a strategic framework agreement, the two sides will expand further domestic and international specialty theaters and theme projects assistance. Holovis is a leading global supplier of sensory experience and innovation and programmes.
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