作者｜周峰
Xiao Feng, author
编辑｜子钺
The editor's titties.
2021年以来，元宇宙概念在全球范围迎来投资热潮。国内外科技巨头、投资机构争相对元宇宙进行布局。每一次技术大变革都蕴藏着新的时代机遇，给创新创业者带来重塑商业格局的新机会。元宇宙的提出让人们对未来数字新世界的建立有了全新的憧憬。
Since 2021, the concept of the meta-cosm has been investing globally. National and international technology giants, investment agencies, competed against the meta-cosm.
据睿兽分析数据显示，2022年，一级市场对元宇宙的投资热情正在持续升温。2022年一季度，在全球元宇宙相关领域中，仅VR/AR与区块链两个细分赛道，融资事件达到277起，涉及273家创业公司。总融资金额达到525.65亿元人民币，对比去年同期增长66.5%。全球共682家机构参与投资，去年同期内参与投资机构数量为466家。
In the first quarter of 2022, in the global meta-cosmos-related field, only VR/AR had two separate tracks, with 277 financing events involving 273 start-ups. Total financing amounted to RMB 52,565 million, an increase of 66.5% over the same period last year.
其中，中国在元宇宙相关领域的投融资事件共49起，涉及48家公司。融资总额66.06亿元人民币，较去年同期翻番，同比增长108.1%，增速高于全球。参与投资机构数量也从去年的83家增长到110家。
Of these, China has invested in 49 financing events in areas related to the Woncosmos, involving 48 companies. The total amount of financing, $6.606 billion, has doubled over the same period last year, an increase of 108.1% over the same period.
我们需要建设怎样的元宇宙？元宇宙会带来怎样的创投机会？这是对未来技术投资前，亟待解答的问题。
What kind of meta-cosmos do we need to build? What kind of creative opportunities does the meta-cosmos offer? This is a question that needs to be answered before investing in technology in the future.
作为数字化技术发展的方向，元宇宙被认为能够重塑人类的生产、生活方式和社会关系，并带来一场颠覆性的时代变革。但由于对元宇宙的认知尚处于早期阶段，人们对元宇宙的理解和定义仍然缺少共识。有投资人认为，元宇宙即是空间互联网，包括贯穿真实和虚拟世界的个性化数字体验；也有投资人把元宇宙看做是人类社会的终极形态，而虚拟世界则是通往终点的道路。
As a direction for the development of digital technology, the meta-cosm is thought to be capable of reshaping human production, lifestyles, and social relations, and bringing about an era of subversive change. Since the understanding of meta-cosmos is at an early stage, there is still a lack of consensus on its understanding and definition.
白皮书显示，虽然不同投资人对元宇宙存在差异化理解，但多数投资人认同：
The White Paper shows that while there is a differentiated understanding of the metacosystem among different investors, most of the investors agree that:
元宇宙是互联网技术发展的下一阶段，是建立在互联网基础设施和价值观之上，对数字信息应用形式的想象；
元宇宙使用虚拟技术解决现实问题，是真实世界和虚拟世界的交叉融合；
The use of virtual technology in the meta-cosm to solve real problems is the intersection between the real and the virtual world;
元宇宙能够统一AI、VR/AR、区块链等新兴行业对发展终局的认知；
元宇宙会以渐变而非突变方式演进，趋势不可逆。
在对元宇宙当前发展阶段的认知方面，投资人普遍认同元宇宙当前处于早期阶段。在多数投资人看来，元宇宙在部分行业中能够形成应用，大约需要5年时间。在这期间，创业者和产业需要集中解决如下问题：
In terms of understanding of the current stage of development of the metacosystem, investors generally agree that the metacosystem is at an early stage. In the view of most investors, the metacocosystem can be used in some industries for about five years. During this period, entrepreneurs and industries need to focus on the following issues:
元宇宙应用爆发和商业模式形成，需要一定出货量规模的硬件设备作为基础；
VR/AR设备难以达到智能手机一样的普及度和渗透率，能够使元宇宙大规模爆发的硬件设备尚未出现；
VR/AR equipment has difficulty in reaching the same penetration and penetration as smartphones, allowing hardware equipment to be available for large-scale outbreaks in the meta-cosmos;
指数级新增数据量会对算力、算法、存储、传输等底层技术带来巨大挑战；
Adding additional data at the
设备、引擎、3D技术、图形技术等基础领域未来仍然存在“卡脖子”风险。
由于概念尚处早期，风险投资对元宇宙方向的关注集中在核心元器件、基础设施、硬件产品、底层算法技术等方面。在应用层面，数字孪生、数字人、AI生成内容等成规模的垂直应用存在机会。除此之外，同元宇宙相关的技术在实体行业中的延伸价值同样值得关注。 Since the concept is still at an early stage, risk investments focus on the direction of the meta-cosm with regard to core components, infrastructure, hardware products, bottom algorithms, and so on. At the application level, there are opportunities for vertical applications of digital sizes, digitals, and AI-generated content. 以产业结构划分，元宇宙的创业机会主要分布在如下领域： By industry structure, opportunities for entrepreneurship in the meta-cosmos are distributed mainly in the following areas: 底层技术：光学及显示元器件、物理引擎、云原生、渲染算法、图形算法、交互技术等； Bottom technology: optical and display elements, physical engines, clouds, rendering algorithms, graphic algorithms, interactive techniques, etc.; 硬件设备：较为完善的消费级XR设备； Hardware equipment: improved consumer XR equipment; 应用工具：数字人、数字孪生、NFT数字藏品、AI生成内容； 商业场景：虚拟偶像、数字助理、数字资产平台、虚拟会议、智慧城市、教育培训等。 Business scene: Virtual idols, digital assistants, digital asset platforms, virtual meetings, smart cities, educational training, etc. 相比移动互联网的快速爆发，元宇宙更像是一场长跑。对于关注该方向的创业者而言，更需要在短期生存和长期愿景之间作出平衡。在创业建议方面，来自投资人的主要观点包括： For entrepreneurs interested in that direction, a balance between short-term survival and long-term vision is more necessary. In terms of entrepreneurship advice, the main point of view from investors is that: 深度挖掘创新，拥有核心技术壁垒，并准确找到产品定位； Deep dig innovation, with core technical barriers and precise product location; 在技术和商业模式上的探索，既有1-3年的落地场景，又有5年以上的长远想象空间； 构建商业模式时注重核算成本，盈利点和盈利模式设定需要更加清晰； builds business models with an emphasis on costing, and profit points and profit model setting needs to be clearer; 发展构建行业生态、定义设备或应用、构建用户网络效应的能力； develops the capacity to construct industry ecology, define equipment or applications, build user network effects; 遵从政策法规，对国内和海外业务的开展有清晰的思路与规划。 follows policy rules and has clear ideas and plans for the conduct of domestic and overseas operations. 元宇宙时代的序幕已然开启。拥抱未来，当全新的变革浪潮来临时，作为创新经济的推动者，投资机构通过对前沿技术与产业趋势的敏锐洞察，围绕元宇宙生态的布局已全面展开。 The era of the Woncosmos has begun. Embraceing the future, when a new wave of change has taken place, and as a catalyst for the innovation economy, investment agencies, through their keen insight into cutting-edge technological and industrial trends, have become fully active around the layout of the metacococosy. 欢迎扫描下方二维码关注创业邦公众号，回复关键词"元宇宙"，获取《2022中国元宇宙产业投资白皮书》完整版，掌握元宇宙产业投资前沿动向。 Welcome to scan the bottom two-dimensional code to focus on the State of Entrepreneurs Public, responding to the keyword &quat; the WonCosmos &quat; and obtaining the full version of the White Paper on Investment in the China Won Cosmos Industry, 2022, which captures the forward movement of investment in the Won cosmos industry. 本文为创业邦原创，未经授权不得转载，否则创业邦将保留向其追究法律责任的权利。如需转载或有任何疑问，请联系editor@cyzone.cn。 If you need to rewrite it or have any doubts, contact https://www.cyzone.cn/article/mailto:editor@cyzone.cn”editor@cyzone.cn. .
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