The disclosed three quarterly reports show that the related businesses of the listed companies in the AR and VR industries have been rapidly developing. Some of the company's industrial layouts have entered a harvest period and have helped the company's business growth to a certain extent.
Goer shares recently said in an agency survey that the VR hardware business is a company with a larger base and faster growth. Many of the company’s related new products began shipping in September this year, and shipments will peak during the fourth quarter. During this period, shipments and revenues of VR services will increase by more than double.
The company firmly believes that VR and AR related businesses will maintain a good growth. On the one hand, the company has already locked orders for major customers and product orders for the next year or two. On the other hand, the output of individual customers in the VR business will be adjusted, but more mid- to high-end customer orders are being concentrated in the company and the scale of customers is expanding. .
Gore's 2017 third quarterly report showed that the company achieved revenue of 17.26 billion yuan in the first three quarters, an increase of 36.93% year-on-year; net profit attributable to shareholders of listed companies was 1.385 billion yuan, a year-on-year increase of 33.66%. The company's revenue growth in the first three quarters was mainly due to the expansion of company's business scale and sales orders. Goer shares said during the survey that the company's AR and VR business performed well in the third quarter. At present, some customers have set up new products for mass production next year. At the same time, the company is also developing customer resources for VR and AR experience equipment, and will have more explorations in education, tourism, real estate and other industries.
The company expects that the net profit attributable to shareholders of listed companies will reach RMB 2.064 billion-2.395 billion yuan in 2017, an increase of 25%-45% year-on-year. The reason for the increase in the annual business performance was the steady growth of the company's sales scale, and increased contributions such as virtual reality (VR) products.
Business promotion differentiationThe VR and AR industries were previously favored by capital. Nearly 100 listed companies have VR or AR related layouts. With the retreat of the capital boom, the business of the relevant listed companies has advanced significantly. There are listed companies that continue to promote the layout of related VR content, promote VR technology R&D, and other areas. There are also listed companies that have terminated investment in the VR industry.
Perfect World has launched the VR game Deep Sea Trek, a stand-alone marine adventure game that landed on the Oculus Rift on March 28, 2016 and is available for sale worldwide. In the 2017 semi-annual report, the company stated that the game is the best application carrier for the world's most advanced technologies such as artificial intelligence and VR, and the company has continued to explore and lay out in emerging technologies.
In the 2017 semi-annual report, Huace Film and Television stated that with the development of network communication technologies, AR/VR technologies and the popularization of the mobile Internet, the content has become a traffic entrance, and will connect new consumption patterns and consumption scenarios to promote traditional film and television. Cross-industry linkages between the cultural industry and other physical industries have become possible and trend. The company has deployed virtual reality and augmented reality technologies in the field of science and technology.
In promoting the layout of VR technology development and other aspects, Chuan Dazhi Zhisheng said on September 29 that the company's current virtual reality technology mainly developed towards popular science and education. Previously, the company has reached strategic cooperation with Aofei Animation and Liad for virtual reality related businesses. Chuanda Dazhisheng stated that Liad is a leading company in the LED field in China. The company's panoramic interactive products and other products all have requirements for LED display; Aofei Animation has a large number of IP reserves in the entertainment field, which is in line with the education related to the company's virtual reality. Direction of development.
Termination of VR industry investment, Great Wall Animation originally planned to invest in virtual reality equipment research and development company Xi'an Lingjing Technology Co., Ltd. As of the disclosure date of the 2017 semi-annual report, that is, on August 31, the company decided not to continue to advance this transaction. The reason is that the company and Xi'an Lingjing Technology Co., Ltd. and Beijing Mini World Cultural Development Co., Ltd. could not reach agreement on the contents of the "Agreement on Issuing Shares and Payment for Assets Purchase Agreement" and other related agreements; The environment has undergone major changes.
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