推薦連結: 手機跌落水
Looking back at the long history, the development of the global economy has been driven by the interaction of productivity and production relations. From the invention of steam engines, generators, computers, to the widespread use of the Internet, the new wave of technology has dominated the adjustment of productivity and production relations, and has emerged new industries and promoted social progress. Ten years ago, the top 10 global market capitalizations were mainly concentrated in traditional industries such as energy and finance. Now, it has been occupied by half of high-tech and Internet companies such as Apple, Google, Amazon, and Google.
In the next 10 years, what new industries are worth our expectations? Which industries can bring lucrative returns to investors? Below we will review the more than ten emerging industries that we believe are the most valuable in terms of investment.
First, cloud computing
Enterprise migration to the cloud is the general trend. It can be seen that: (1) the growth of the public cloud and private cloud market is still going hand in hand, not a zero-sum game; (2) IaaS (infrastructure-as-a-service) level: it is increasingly important to have a diversified business application ecosystem, such as Amazon. Google, Microsoft, etc.; (3) SaaS (software as a service) level: mainly concentrated in the areas of human resources, OA, marketing, B2B bulk commodity procurement; (4) PaaS (platform as a service) level: no independent giants, The future is more likely to be extended by the IaaS giant or the SaaS giant.
The domestic cloud computing market is still in its infancy, and the market cake is becoming more and more attractive. We predict: (1) Although IT giants such as Ali, Tencent, and Huawei have entered, the complexity of Chinese enterprises and markets still has opportunities at the IaaS level; (2) SaaS level: In addition to focusing on the above sub-divisions, It is also important to analyze whether specific products and services meet the actual market needs of domestic customers.
Second, big data
The total financing of the big data industry was 800 million US dollars, 1.54 billion US dollars and 2 billion US dollars in 2013-2015; the financing events in 2013-2015 were 10, 42 and more than 50 respectively. “Big Data+” has penetrated into almost all industries, such as “Big Data + Retail” represented by Alibaba, “Big Data + Real Estate” represented by SouFun.
Our investment strategy in this field is: (1) For resource-based big data companies: data resources are large enough and complete, data value is imaginative enough, data mining and integration capabilities are strong enough; (2) for technology-based big data companies: technical threshold High enough, enough to allow the company to quickly form scale effect, network effect, and thus quickly capture enough market share; (3) for application-oriented big data companies: the application market is large enough, the company's growth is good and achievable.
Third, virtual reality (VR)
At present, the global virtual reality industry is still in its early stage after nearly a hundred years of development. The supply 冷氣機漏水原因 chain and various supporting facilities are still exploring. However, the development prospects of virtual reality have a wide range of applications, such as games, film and television, education, sports, interstellar exploration, medical care and so on. At present, major consulting organizations are optimistic that virtual reality will achieve ultra-high growth in the next five years.
We believe that: (1) In the short term, manufacturers who can deploy virtual reality industry chains have investment value from hardware equipment, content production to platform distribution; (2) In the long run, the content of virtual reality will be the soul of the industry. Investing in mature content industry manufacturers will be full of opportunities.
Fourth, artificial intelligence (AI)
According to forecasts, the artificial intelligence market will grow to $11.1 billion in 2024. Preliminary technology accumulation and data accumulation have had significant scale effects in the past, so artificial intelligence reshapes the tide of various industries and is about to hit, and trigger a new round of investment in IT equipment.
In the next 3-5 years, the tide of intelligence will bring a trillion-level market. In the field of artificial intelligence, our main focus in 2016 includes: (1) computer vision recognition (typically based on face recognition); (2) computer adaptive, taking various types of robots as examples; (3) Divide the underlying technology areas, such as natural language processing, machine learning, and knowledge mapping.
Five, 3D technology
After 3 years of investment in 3D printing, 3D printing technology has entered a new stage, but the application market still needs to be broken. Experts predict that in 2016, China's 3D printer market forecast will be expanded to 10 billion yuan.
Next, the investment hotspots of the new round of 3D technology include: (1) 3D printing materials and process technology; (2) 3D modeling and personalized custom design software; (3) industry model innovations around 3D printing technology Enterprise, the combination of 3D printing and education, medical and industrial 4.0 industries.
Six, unmanned technology
Unmanned technology is currently mainly used in the fields of drones, driverless cars and the like. The United States Tiel Group predicts that the global drone market will increase from 6.4 billion US dollars in 2015 to 11.5 billion US dollars in 2024, and the development trend is rapid. Driverless cars have yet to be unveiled, but McKinsey predicts that the field will have a value of 200 billion US dollars to 1.9 trillion US dollars by 2025. At that time, the market value of China's driverless cars is at least trillions, and the potential is unlimited.
In this field, we will continue to pay attention to the following targets for a long time: (1) With the gradual liberalization of policies, giants such as Baidu, Google, BMW, and Audi will step up the deployment of driverless cars. We will focus on automotive electronics related hardware and vehicle networking related software. Leading companies in various fields such as vehicles; (2) In the field of drones, we will focus on high-quality companies with high potential in component manufacturing and overall design segmentation and drone solution providers.
Seven, robot
China's population aging problem is increasingly prominent, labor costs are rising sharply, and the overall economic structure is undergoing transformation. The rise of robots in the future and its huge market size have been recognized by major institutions.
We believe that in the future, whether in the short-term or long-term, the investment opportunities of the robot industry are huge. From industrial robots, collaborative robots to service robots, there are considerable market scales: (1) Future industrial robots will have strong self-learning ability and professionalism. The ability to transform into more subdivided areas and structures; (2) collaborative robots can work with people and are widely used in various fields of life, which are products of “cross-border”; (3) service robots do not. The upper limit has far greater market potential than industrial robots and collaborative robots. We believe that service robots for the elderly and medical will lead the way.
Eight, new energy
China is the largest new energy market. The development of new energy industry is an inevitable choice to change China's energy structure, reduce dependence on fossil energy, and reduce environmental pollution.
The large-scale financial subsidies promote the rapid maturity of the new energy industry, which enriches investment opportunities: (1) Lithium batteries have formed a complete industrial chain in China, and the demand for downstream power and energy storage batteries is huge; (2) China's new energy vehicle market is In 2015, it achieved spurt development, with production and sales exceeding 300,000 units, an increase of more than 300% year-on-year. It is the world's largest new energy vehicle market; (3) super capacitors in terms of fast charge and discharge, high cycle life and high power density. Compared with lithium batteries, they have obvious advantages and can be widely used in urban public transportation, rail transit, wind power generation, oil drilling, port machinery and other fields.
Nine, new materials
New materials are the cornerstone of the new economy. China's rapid development in cutting-edge manufacturing such as military, high-speed rail, nuclear power, and aerospace is inseparable from breakthroughs in the field of basic materials.
With the continuous accumulation of scientific research strengths in basic chemistry, basic materials, and nanotechnology, new innovations in the field of new materials will continue to emerge, and new materials will become the market for trillions of output value: (1) Flexibility, mechanics, and graphene. Optical, electrical and microscopic quantum properties have obvious advantages compared with existing materials. The future application industry spans electronics, biomedical, military, precision manufacturing, chemical, etc.; (2) Carbon fiber is a relatively mature emerging material. Compared with traditional materials, the quality is good and the weight is light. In the future, efforts should be made to reduce costs and break through foreign technology blockades. (3) New membrane materials can be widely used in water treatment, waste gas treatment, lithium batteries and other fields; Bio-based materials, used in dentistry, orthopedics, can replace and repair the functions of human tissues and organs.
X. Medical services
The drivers of the medical services industry in 2016 came from the continued decline in the pharmaceutical industry's prosperity and the changes in the drug price formation mechanism. Driven by grading medical treatment and doctors' multi-point practice, public hospitals use private capital to revitalize existing assets to create incremental prices. The medical services business provides a commercial export of new technologies, while new technologies provide high value-added projects for the medical services business.
Our investment logic is: (1) business models that meet the hospital's interests, medical-oriented, such as rehabilitation, inspection, and high-end medical imaging; (2) chain specialist hospitals with certain thresholds such as women and children, assisted reproduction , ophthalmology, orthopedics, medical beauty, etc.; (3) chain third-party services such as health management, third-party diagnosis, etc.; (4) high-end hospitals with core technologies and expert resources in first-tier cities.
XI. Biotechnology and Life Sciences
With the development of basic disciplines such as genomics and molecular biology, biological agents and life sciences technologies are playing an increasingly important role in the treatment: in terms of biological agents, more and more monoclonal antibodies are difficult to treat tumors and diabetes. The disease has a breakthrough effect, and the "blockbuster" class new drugs frequently appear. Of the top 10 global sales in 2014, 7 were biologics.
In the life sciences, the global gene sequencing market has grown from US$7.941 million in 2007 to US$4.5 billion in 2013, with a compound growth rate of 33.5%. It is expected to maintain rapid growth in the next few years; emerging technologies such as cellular immunotherapy It is also becoming an important treatment.
Based on the above background, we believe that biotechnology and life sciences are undoubtedly the most important investment directions in the field of health. The key areas of focus include: (1) advanced gene sequencing and data analysis companies; and (2) technology-driven biological agents. The company; (3) precision medical companies combined with gene sequencing interpretation and individualized drug delivery; (4) new biological treatment methods that have made breakthroughs in technology, such as CAR-T cell immunotherapy.
Twelve, medical equipment
The medical device market started late in China, but it has developed rapidly. From 2001 to 2014, the scale of China's medical device market increased from 17.3 billion yuan to 255.6 billion yuan, an increase of nearly 15 times, and the compound growth rate reached 23%. However, from the perspective of the scale of the medical device market and the size of the pharmaceutical market, the global medical device market is roughly 40% of the global pharmaceutical market, while the proportion in China is less than 15%, with the development of the economy and the degree of domestic aging. The improvement of the medical device market has great potential. At the same time, the introduction of a number of policies such as the "Innovative Medical Device Special Approval Process (Trial)" laid a solid foundation for the rapid growth of domestically produced innovative medical devices.
The key areas of focus include: (1) high-end medical devices combined with advanced technologies such as robots and artificial intelligence; (2) domestically-made innovative medical devices; (3) smart home medical devices; and (4) existing mature medical devices. Import substitution of equipment.
XIII. Internet Medical
The rapid development of information technology has caused tremendous changes in various industries and brought great opportunities to the medical industry. With the cross-border integration of multi-domain technologies such as big data, cloud computing, and the Internet of Things and the Internet, new technologies and new business models are rapidly infiltrating into various sub-sectors of medical treatment. From prevention, diagnosis, treatment, and drug purchase, all of them will be fully opened. The era of intelligence. At the same time, China's medical industry's unique resource allocation, low quality of service, and tight doctor-patient relationship are all dependent on Internet technology to improve.
At the same time, it should be noted that Internet medical care is still in its infancy in China. The reform of traditional medical care is bound to be a long and arduous process. Therefore, we believe that investment in this field should remain optimistic but cautious. The key areas of focus include: (1) medical e-commerce platform; (2) medical big data analysis company; (3) chronic disease management/health management online platform; (4) smart and wearable medical equipment.
Fourteen, healthy pension
The health care industry is driven by demand and policy encouragement, and will usher in very certain development opportunities. In the future, our government and individuals will face great pension pressure. At the same time, pension as a part of "healthy China" has been upgraded to a national strategic height.
We will explore investment opportunities along the country's multi-level old-age service system based on home-based, community-based, and institutional supplements: (1) involved in the core industry of rehabilitation, rehabilitation, and has feasibility and chaining Enterprises with potential development models; (2) enterprises that actively explore innovative pension models.
Fifteen, sports
In the past year, Chinese giants have begun to target overseas high-quality sports assets, and gradually move closer to the mature sports profit model – tickets, media rights, sponsorships and sports derivatives, such as LeTV’s purchase of the Premier League and MLB for three seasons. Exclusive rights; Wanda purchased Infront Sports Media and the World Triathlon Corporation (WTC) to become Wanda Sports; Ali Sports won the NFL's broadcasting rights in mainland China and so on. Therefore, the sports industry target with high-quality event resources and a wide audience will continue to receive capital.
You can focus on the following areas: (1) operating companies with high-quality sports events IP in various segments of sports; (2) e-sports industry that impacts traditional sports, including content and live broadcast platforms; (3) sports-related smart hardware + Data analysis software + can be introduced to the startups in the health care field; (4) Internet fitness upstream and downstream companies that focus on mass fitness.
16. Cultural entertainment
China's 2015 is a year of investment and BAT attacks in the cultural and entertainment sector. Consumption upgrades have gradually tilted the consumption habits of Chinese people into cultural entertainment, and the consumption crowd and consumption amount have become younger and more gradual. 2015 is also a year of independent IP hot, spending thousands of bones, smashing the list and other big-scale film and television dramas, Charlotte troubles, catching monsters, "囧" series and so on to constantly refresh the domestic movie box office record. In addition, with the rise of the second-element culture brought about by games and animation, the self-media outbreak of digital, fragmented and entertaining content will gather a large number of new generations of young users, triggering new business models and opportunities.
We can focus on the following segments: (1) companies with high-quality IP content and strong IP operations; (2) self-media and new media with massive users and profitability; and (3) big data analytics companies in the cultural and entertainment industry (4) the secondary element content aggregation community; (5) the pan-entertainment live broadcast platform.
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