2021年 昆仑万维已形成Opera、StarGroup、GameArk、闲徕互娱、投资五大业务矩阵，成为具有全球互联网效应的平台公司。
2021 Kullenvanvi has formed the Opera, StarGroup, GameArk, Leisure and Investment five business matrices to become platform companies with global Internet effects.
其中，StarGroup和Opera业绩增长迅猛，表现优异。前三季度，StarGroup实现营业收入同比增长173%；Opera搜索和广告业务实现收入同比增长51%。
Of these, StarGroup and Opera performed very well. In the previous three quarters, StarGroup achieved an increase of 173 per cent in business income over the year; and Opa search and advertising generated an increase of 51 per cent over the same year.
StarGroup在海外市场不断深耕海外娱乐产业链，丰富品牌活动，与本地头部厂商持续新歌宣发，月度品牌曝光达到1亿以上，在东南亚与中东核心国家均实现了音乐&音频下载榜和畅销榜的前三 。
StarGroup has continued to deep-plough the foreign entertainment industry chain in overseas markets, enriched branding activities, sustained new songs with local head producers, more than 100 million monthly brands, and achieved the top three music & audio downloads and best sales lists in both the core countries of South-East Asia and the Middle East.
昆仑万维旗下全球移动游戏平台GameArk跻身“2021年度优秀海外游戏发行商TOP10”，GameArk自研二次元MMORPG游戏《圣境之塔》入选 “2021年度最受欢迎出海游戏TOP10”
GameArk, a global mobile game platform under the banner of , is “Top10, 2021 Qualified Overseas Game Distributor”, followed by GameArk's own two-bit MMORPG Game, The Tower of the Holy Land, “ToP10, 2021 Most Welcome Out of the Sea Game”
Opera三季度月活跃用户3.5亿+，整体月活跃用户总和在第三方浏览器中排名第1位。作为全球第一款游戏浏览器Opera GX PC端月活用户达到约1100万MAU，移动版本也在6月中发布后快速达到约250万MAU。此外，公司旗下OperaNews在欧美等高ARPU地区持续扩张。在主要欧美国家，OperaNews均进入了GooglePlay新闻品类排行榜位的前3.OperaNews第三季度ARPU同比增长超过300%，游戏娱乐平台稳健发展，后期业绩可期。
Opera +/strang >, three-monthly active users, overall active monthly users, ranked first in the third-party browser. As the first global game browser, Opera GX PC, has reached about 11 million MAUs, and the mobile version quickly reached about 2.5 million MAUs after being released in mid-June. In addition, the company’s flag, OperaNews, continues to expand in high-altitude ARPU areas, such as Europe and the United States. In major European and American countries, OperaNews has entered the top 3.OoglePlay news class rankings in the third quarter of the world.
昆仑万维Opera发布的云游戏平台GXC，在开发者端可以帮助广大游戏开发者更高效、便捷的完成游戏的发布与推广。今年11月，云游戏平台GXC向游戏玩家开放，成功将玩家和开发者有机的结合在一起。GXC发布以来，已经首批上线超过500款游戏，玩家可以从Opera GX浏览器端一键启动原生游戏，且可以在平台上与其它玩家开展挑战、分享等社交活动，在此加速构建元宇宙的布局。
The cloud game platform GXC released by Cullen VanviOpera can help developer developers more efficiently and easily complete the distribution and promotion of games. Last November, the cloud game platform GXC was opened to game players and successfully combined players with developers. Since the release of the GXC, the first games have been over 500 online, players can start the original game from the Opera GX browser end button and can accelerate the construction of the layout of the metacosystem by engaging in challenging, sharing, etc. social events with other players on the platform.
昆仑万维的经典投资
2021年12月24日，福布斯中国重磅发布“2021福布斯中国创投人100”榜单。昆仑资本周亚辉入选“2021福布斯中国创投人100”。
On December 24, 2021, Forbes China’s heavy weight published a list of “2021 Forbes China’s 100th Innovator.” Kunlund’s capital, Zhou Yahui, was elected “2021 Forbes China’s 100th Innovator.”
昆仑万维历年利润
2021年前三季度净利润22.46亿，扣非利润19.02亿。
Net profits in the first three quarters of 2021 amounted to $2,246 million, while non-profit profits amounted to $1,902 million.
昆仑万维的重点方向之一
十几年前，中国互联网模式主要都是学习美国为主的，但到这几年国外的基本都向中国学习，国内互联网已经是成熟的市场。国外特别是非洲这些国家基本都是空白，昆仑万维就是非洲板的今日头条和支付宝昆仑万维可以搬照中国公司成熟的模式到海外市场这样竞争力会加强。数字经济中国都走在全球的前列，所以海外才是中国互联网的蓝海。昆仑万维有望成非洲最大的今日头条与支付宝。
More than a decade ago, China’s Internet model was mainly based on learning from the United States, but by those years it had largely learned from China abroad, and the domestic Internet had become a mature market. Foreign countries, particularly in Africa, were largely blank, and Klon Wanwei, the African Board’s headline of today’s day, and the payment of Paul Quinlan Wanwei, which could be replicated in the mature model of Chinese companies, would be more competitive in overseas markets.
昆仑万维的成长性
以元宇宙为代表细分领域市场已经到了一个新的时间窗口，此时将是中小互联网爆发的时间点，新的蓝海和春天。元宇宙时代要比过去互联网时代所创造的财富大一百倍以上。昆仑万维2019年就开始布局元宇宙：有200人的元宇宙技术研发成员有来自谷歌，脸书和微软等。
The dollar universe represents a new window of time for market segmentation, which will be a time point for small and medium-sized Internet eruptions, a new blue sea and spring. The Woncosm era is more than a hundred times larger than the wealth created in the past Internet era.
昆仑万维有两市唯一一家平台型元宇宙布局的公司。昆仑万维Opera发布的云游戏平台GXC，在开发者端可以帮助广大游戏开发者更高效、便捷的完成游戏的发布与推广。今年11月，云游戏平台GXC向游戏玩家开放，成功将玩家和开发者有机的结合在一起。GXC发布以来，已经首批上线超过500款游戏，玩家可以从Opera GX浏览器端一键启动原生游戏，且可以在平台上与其它玩家开展挑战、分享等社交活动。
In November, the cloud game platform GXC was opened to game players and successfully combined players and developers. Since the release of the GXC, the first games have been connected to more than 500, and players can start the original game with one key from the Opera GX browser, and can engage in social networking activities such as challenges, sharing and the like with other players on the platform.
元宇宙时代的到来，或许是能把松散的全球月4.5亿+的活跃用户，凝聚起 来，变的更有用户黏性，创造出更多的附加价值。
At the time of the meta-cosmos, perhaps an active user of the loose global month of 450 million plus could congregate, become more sticky and create more added value.
周亚辉说过AI赋能下的各行业的文化娱乐产业将有百倍千倍的增长。
Zhou Ah Fai said that the culture and entertainment industry will grow hundreds and thousands of times in the industries under AI's power.
人工智能技术主要体现在：per的新闻精准推送服务上;昆仑游戏和闲徕互娱构成内容板块,提供不同类型的游戏品类,满足用户不同场景下的娱乐需求, Grindr则是细分垂直人群的优质平台,这三大业务板块的构成,为公司构建大数据实施人工智能奠定了坚实基础。
Artificial intelligence technology is found mainly in: the per-press precision delivery service; the Cullen game and recreation constitute content plates that provide different types of play items to meet the recreational needs of users in different contexts; and the Grindr, a high-quality platform for disaggregating vertical populations, consists of three major business plates that provide a solid basis for companies to construct the `strong' big data to implement
大数据最好的时间窗口：比如说2012年马云说过过去几十年经济靠石油来驱动未来几十年经济靠数据来驱动。在2013年-2015年间不少大数据个股复权后 都涨了20倍以上，以银之杰为例涨了55倍，东方财富，同花顺这些都差不多涨了20倍左右。到目前为止数字经济在中国已经达到了41万亿。未来将会持续高增长。数字经济包含互联网所有的内容。 大数据进入我们的视野2013年-2015年前十大牛股8个是有大数据的，比如复权的银之杰两年涨了55倍、同花顺39倍、东方财富等等都涨了20倍以上。下图是东方财富2013年至今涨了一百多倍。
The best window of time for big data increased by 55 times in 2012, for example , after the recovery of a number of big data shares between 2013 and 2015, it increased by more than 20 times, to , and the digital economy has increased by more than 410,000 dollars in China so far.
抖音能成为世界下载最多的应用，主要是建立在大数据独特算法所具备竞争力优势上的。去年字节跳动估值2.2万亿成为全球市值最高的独角兽企业。老总张一鸣也因抖音快速的增长财富暴涨到3400亿，增长209%成了中国互联网身价的一哥。数据经济是未来几十年的主要赛道。特别是对出海型公司。
Last year’s byte was valued at 2.2 trillion dollars as the world’s highest-market unicorn enterprise. Chang also jumped to 340 billion as a result of his fast-growing wealth, with an increase of 209% becoming one of China’s Internet prices. The data economy is the main track for the coming decades.
最好的政策背景
股权激励
互联网企业的核心是人才，公司近期推出的股权激励将很好的保证公司的业绩的稳定。参照特斯拉的股权激励造就了最近涨了20多倍的特斯拉和靠股权激励成为世界首富马斯克。虽然这两天打5折的股权激，加上目标定的比较低（三年150的营收）不被市场认可，但是会起到积极性的作用。希望公司在出台更有弹性的激励方案如特斯拉的或学习中国平安的。
At the heart of the Internet is talent, and the company’s recently introduced equity incentives will be a good guarantee of stability in its performance. Reference is made to Tesla’s equity incentives, which have recently increased by more than 20 times, and to the fact that equity incentives have become the world’s leading Fumask.
再谈谈什么是元宇宙：
很多人理解的元宇宙就是简单的AR VR以及简单的游戏。游戏只是打开元宇宙的最简单的方式，并且能盈利方式之一。其实元宇宙他能包罗万象社交、电商、消费服务、娱乐、教育、支付…，重塑完美世界。试想下将来某一天更懂你的AI，大数据，本来十几年的教育可以在一个很愉快的虚拟宇宙空间环境用一年时间完成了，并且用着现实生活中来，通过大数据找到你灵魂的伴侣、在元宇宙空间里你可以DIY任何你现实生活中没有的元素，设计自己的人生…。NFT把所有的商品都连贯起来，每个商品都有对应的NFT，有点消费等于投资的味道。这样传统的商业模式毫无竞争力，未来实体将会被全部消灭，被元宇宙所代替。在元宇宙里你的思想得以传承，实现了变相的实现永生。 The metaspace that many understand is a simple ARVR and a simple game. The game is just one of the simplest ways to open the meta-cosm, and one of the most profitable ways in which it can be. In fact, the meta-cosmos he can embrace socialization, electricity, consumer services, entertainment, education, payment... and recreate , the perfect world . Imagine that one day, the AI, the big data, the decade-long education could be completed in a very pleasant virtual space environment over a year, and in real life, you can find your soul by big data, you can design your own life with any element you don't have in your real life, you can design your own life... 在5G，6G等通讯要素下，人工智能，云计算，大数据得以有机组合，这几年沉淀已经到可以支撑起和催生所谓元宇宙这些概念实现。而未来区块链就是将世界互联互通达成大一统。 Under communication elements such as 5G, 6G, artificial intelligence, cloud computing, big data are organically combined, and these years of sedimentation have come to the concepts that support and give rise to the so-called meta-cosmos. The future block chain is to bring the world together. 在90年代PC是绝对主流，后来手机互联网掘起逐步取代了PC，从技术发展轨迹看真正进入移动互联网是4G的普及，也就差不多在2013年左右，之后再4G时代产生并进入高速发展的就是DD打车，抖音、饿了么、美团等等这些移动互联网业态巨头。也就是得益于二维层面精确定位的产生，几公里的实体商家和信息重合。让过去PC时代不可能实现的东西被实现了。随着5G商用和6G新技术时代的到来，也产生新的互联网形态，元宇宙就进入我们的视野。最早我微信也就差不多是在4G应用时间前后2012年才进入我们的视野。以我们粗浅的认知通俗的讲元宇宙就是AR，VA以上的整个互联网，未来可能还是人脑机的交互 。 In the 1990s, the PC was the absolute mainstream, and the mobile Internet was gradually replaced by the mobile Internet, and real access to mobile Internet was widely available in technological development trajectories, almost around 2013, followed by the 4G era, when mobile Internet industry giants, such as DDs, tremors, hungry people, and the United States of America, emerged and entered into high-speed developments. So, as a result of two-dimensional precision, several kilometres of real businesses and information overlaps. 过去的互联网形态要用维度来形容，包括我们最早接触的就是winds，就是一个视窗；其实就是一个二维的平面空间。过去无论是电脑还是手机无论什么应用，我们的显示界面都是二维的，就是所谓的窗口。 The past forms of the Internet have to be described in dimensions, including when we first came into contact with Winds, which is a window; it's actually a two-dimensional plane space. In the past, we used to display two-dimensional interfaces, the so-called windows, regardless of the application of computers or mobile phones. 从二维进入三维也就是互联网发展的必然。元宇宙的初始阶段就是三维互联网，也就是空间互联网。三维互联网主要体现在新的显示和新的交换。5G时代我们可以看到的是视商的崛起，更立体信息更全面的视频展示到我们面前。在三维虚拟空间里我们可以通过肢体的动作，通过语言，通过眼神来和应用交换。在这虚拟世界里，我们出门户就可以感受到全世界，你可以试想下你要远程看栋房子，你不需要一个个浪费大量时间和精力去寻找，在这个虚拟与真实的世界融合，你可以感受周围的环境，气氛甚至是时间推移后的感受；可以三维建模，DIY其中的设计，预览装修效果；这些东西都可以被按需找到。你可以在全息数据环境下通过VR AR环境漫游和体验你所需要的商品，查看商品和下单。不出门户就可以逛遍整个世界。但这些都需要大量的三维数据，三维的精确定位。虚拟人也逐步进入了社会的商业化应用。 进入三维空间软件硬件都会发生巨大的革命，新的巨头也会将崛起。 In the virtual world, we can move from two dimensions to three dimensions, or the Internet. The initial phase of the meta-cosm is the three-dimensional Internet, or the space Internet. The three-dimensional Internet is mainly in new displays and new exchanges. In the 5G era, we can see the rise of viewers, and a more 3-dimensional video of information that is more comprehensive; in the three-dimensional virtual space, we can see it through body action, through language, through eye-to-eye exchange. In the virtual world, we can see the world, you can see the goods you need, and you can see everything you need. Without the portal, you can see the entire world. 简单理解从二维到三维他就是一个指数级别的几何跳跃。以100为基础单位，一百的二维100*100等于一万，三维度就是一百万倍，四维则是天文运算。元宇宙时代产生的社会财富将是过去互联网时代的百倍千倍。三维，四维是我们普通人能理解的到的，更高维的或许要等到未来科技发展在定义。 A simple understanding of two-dimensional to three-dimensional geometry jumps from an index level. On a 100-based scale, a hundred-dimensional-100-100 equals ten thousand, three-dimensional-one million-fold, and four-dimensional astronomer calculations. The social wealth of the meta-cosmos era will be a hundred times greater than that of the old Internet age. Three-dimensional, four-dimensional, is something that we ordinary people can understand, and the higher dimension may wait until future technological developments are defined. 过去所有的互联网形态都是二维，元宇宙时代使之进入了三维，包括未来十几年以后区块链技术发展可能进入四维。而四维空间则是未来在区块链发展高级阶段实现，当前的通讯技术和计算机运算能力根本不敢想象。或许在不久将来我们不敢想象的事物都会被一一实现。 In the past, all forms of the Internet were two dimensions, which were introduced into three dimensions during the meta-cosmos era, including technological developments in block chains over the next decade or so. Four dimensions are to be realized in the future at advanced stages of block chain development, with current communications technology and computer computing capabilities unimaginable. 只要有完整的数据万物都可以被重构，比如3D打印技术可以打印一个心脏，一个肝脏，一辆汽车，一栋房子；未来虚拟人都是如此简单的。理想的平衡世界，不久将来就会被实现。通讯计算的发展，以后手机不需要芯片和内存卡了直接从云端获取，手机就只是一个很薄的屏幕。 Everything can be reconstructed with complete data, such as a 3D printing technology that can print a heart, a liver, a car, a house; the future virtual person is so simple. The ideal world of balance will be realized in the near future. As communications calculates, mobile phones will not need chips or memory cards to be taken directly from the clouds, and mobile phones will be a thin screen. 昆仑万维的走势预测 和360比较昆仑万维的活跃用户比他多，赚钱的比他多，产业布局结构比他好，但是360有900亿市值，昆仑万维不足300亿市值。 Compared to 360, there are more active users than he does, he earns more, the structure of the industry is better, but there is a market value of 90 billion and a market value of less than 30 billion. 而昆仑万维有平台，有机会向生态拓展。元宇宙具备强大的客户粘性，将彻底颠覆我们传统的社交，生活方式，行业迎来一次洗牌。过去我们说做产品的公司百亿，做平台的的公司千亿，做生态的公司万亿。而新时代的到来，这个标准可能要在提高一个量级的。元宇宙他够大能容纳天地万物，也是互联网巨头公司，通向没有天花板的发展快车道，也是中小互联网在细分领域的春天。 In the past, we said 10 billion companies to produce, hundreds to hundreds of millions to the platform, and hundreds to hundreds to hundreds to the ecology. And, in the new era, the standard is likely to be raised by a measure. The universe is big enough to accommodate everything in the heavens and the earth, a giant Internet company, a fast track to development without ceilings, and a spring in the segmentation of the medium and small Internet.
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