What is the development trend of the Internet industry?

The development of the Internet presents ten major development trends:\x0d\\x0d\Trend 1: China's Internet user penetration rate will be more than half of the world's first number of Internet users in China \x0d\\x0d\ as of June 2014, China's Internet users amounted to 632 million people, the Internet penetration rate of 46.9%, compared with the end of 2013 to improve the 1.1 percentage points. in 2014, the Internet penetration rate of 46.9%, compared with the end of 2013, increased by 1.1 percentage points. In the first half of the year, as the substitution of smartphones for feature phones has been basically completed, smartphone users have formed a huge scale, the market share has become saturated, the growth rate is slowing down, and the pulling effect of smartphones on the growth of Internet penetration rate is weakening. It is expected that by the end of 2015, the penetration rate of Chinese Internet users will be close to 50%. the number of Internet users in the world was 2.6 billion in 2013, with a growth rate of 9% in 2013 compared to 2012, but in spite of this, the number of Chinese Internet users ranked the first in the world. the number of Internet users in China in 2013 was 2.9 times higher than that of the second-place United States, but the penetration rate of China's Internet users was 46%, compared to the United States 83%, and in terms of penetration rate, China still has a great deal of room for improvement in the number of Internet users. , China's number of Internet users still has a lot of room for development. \x0d\\\x0d\trend 2: Internet migration to mobile, get the mobile Internet get the world \x0d\\x0d\global mobile Internet usage continues to grow, accounting for 25% of the overall Internet (as of May 2014), last year, this figure was only 14%, the proportion of use doubled in one year, the penetration rate of mobile Internet users in Asia has also grown from 23% last year to 37%,. The growth rate is extremely fast. As of June 2014, the number of Chinese mobile Internet users reached 527 million, an increase of 26.99 million from the end of 2013, and the penetration rate of Chinese mobile Internet users (Internet users as a percentage of China's population) reached 39.1%, i.e., nearly 40% of the Chinese people are using cell phones to access the Internet. Meanwhile, the proportion of Internet users who use cell phones to access the Internet further increased from 81.0% in December 2013 to 83.4% in June 2014, and the size of mobile Internet users surpassed the size of traditional PC Internet users for the first time. \x0d\\\x0d\\Internet products and services should also follow the Internet users. In 2012 and 2013, many large Internet companies have surpassed the PC traffic on the mobile side, and many large Internet companies have migrated their PC business users to the mobile side, showing a slowdown in the growth of the PC business and rapid growth in the mobile business. If an Internet company does not have a fist product in the mobile terminal, it will soon be subverted by the wave of mobile Internet. In the next two to three years, the mobile Internet will win the world. \x0d\\\x0d\\Trend 3: Global traditional media in serious decline, China's online advertising revenues overtake TV advertising has become an irreversible trend \x0d\\x0d\\\The revenue market share of TV ads and newspaper ads in China's mainstream media has been in a clear decline since 2009, in 2011, online advertising revenues overtook newspaper revenues, and in 2013. Online advertising revenue then surpassed TV advertising revenue, and online media became the number one advertising revenue media. In 2014, the revenue share of online advertising will continue to grow, while TV continues to decline, and the revenue share of online advertising will continue to significantly lead the market. \x0d\\\\\x0d\\ in the United States, although the Internet advertising market share has not yet surpassed that of television, the gap is gradually narrowing, especially as the media consumption hours of the Internet have significantly surpassed those of television, which will contribute to the further prosperity of the Internet advertising market in the U.S., whereas the U.S. markets of paper media and radio are seriously shrinking in terms of both media consumption hours and advertising market share. \x0d\\\\x0d\\trend 4: Online advertising will be the world of effect advertising, with big data precision advertising will become an important development driver of online advertising \x0d\\x0d\\ in 2013 with CPC and CPA as the billing method of effect ads, its market share amounted to 66.6%, and in 2014 the proportion will be more than 70%. In China's online advertising market, where effect-based advertising is the mainstream, precision advertising technology will become an important driving force in the online advertising market. We see that new big-data-based precision advertising forces such as 360's dot-matrix system and Tencent's wide-point pass are rising rapidly, and their market position is already comparable to that of traditional portals. Games and e-commerce are the main customer bases of these precision advertising systems. With the further development of these customer bases and the further development of the precision advertising systems in terms of big data, we have reason to believe that these big data-driven precision advertising forces will become the most important driving force for change and development in the online advertising market. \x0d\\\\x0d\trend 5: Internet consumer finance market is on the rise, and large platform Internet companies will drive the rapid development of the market \x0d\\x0d\x0d\Internet consumer finance refers to the modern way of service finance in which consumers are provided with consumer loans for purchasing consumer goods through the Internet, including housing loans, auto loans, travel loans, and student loans. China's Internet consumer finance market is in the beginning stage of development, and the transaction scale of China's Internet consumer finance market reached 6.00 billion yuan in 2013. From the point of view of the composition of the transaction scale of Internet consumer finance, the transaction scale of Internet consumer finance in 2013 was mainly dominated by P2P consumer credit, and data from Ai Rui Consulting showed that the proportion was as high as 97.5%.The e-commerce giants entered the field for the first time in 2014, and at the beginning of 2014, Jingdong took the lead in launching the white bar service, and then Tmall launched the staging service in July.The strong entry of e-commerce giants in 2014 has led to a significant market pattern. The strong entry of e-commerce giants in 2014 has led to significant changes in the market pattern. Consumer credit transactions generated through e-commerce platforms accounted for 32% of the size of Internet financial transactions in 2014, and it is expected that the proportion will increase to more than 40% in 2015, and more than half of the total in 2016, and the size of the consumer finance transactions generated through e-commerce platforms will become the main body of the market. Along with the entry of Jingdong and Tmall into the market, the transaction scale will exceed 16 billion yuan in 2014, with a growth rate of more than 170%. 2017, the overall market will exceed 100 billion yuan, with a compound growth rate of 94% in the next three years. The market growth is driven by the strong entry of e-commerce giants into this market, as well as more platform-based Internet companies such as real estate websites and automotive websites joining the market. Within the last 3 years, both global high-tech companies such as Apple, Google and Microsoft, and domestic Internet giants such as BAT are coveting the mobile health market. From mobile registration to daily health management services, and from health monitoring to chronic disease prevention and chronic disease management, the Internet health wave is being set off. \x0d\\\\x0d\\ Internet health market future development is mainly driven by three forces: \x0d\\\x0d\ (1) national policy favorability \x0d\\\x0d\ In May 2014 the State Food and Drug Administration issued the "supervision and management of Internet food and drug business (draft for comment)", which intends to liberalize the online sale of prescription drugs and proposes to allow the third-party logistics and distribution of drugs. \x0d\\\x0d\\ The "Twelfth Five-Year Plan for the Development of the Pharmaceutical Industry" suggests that at present the pharmaceutical industry has a low degree of industrial concentration, and the problem of many, small and scattered enterprises is prominent, resulting in excessive competition, waste of resources and environmental pollution. It sets the goal of industrial concentration for 2015 as the sales revenue of the top 100 enterprises accounting for more than 50% of the total industry. \x0d\\\\\\x0d\(2) Technology-related factors driving \x0d\\\\x0d\x0d\ mobile internet and big data will change the existing medical and healthcare service model - remote booking, telemedicine, chronic disease monitoring, big data management, etc. will gradually become possible. \x0d\\\x0d\\ sensor development. Traditional wearable sensors wristbands, heart rate bands, pedometers, motion sensors, smart clothing sensors are developing rapidly; and the development of non-implantable electrochemical sensors, the use of tears, saliva, sweat, as well as skin tissue fluids and other bodily fluids of the sensor detection, to fill the gap in real-time monitoring of disease and drug efficacy in the body. \x0d\\\x0d\(3) Changes in the social and natural environments \x0d\\x0d\\ aging In 2050, the number of people aged 60 years and above will increase to nearly 440 million, accounting for 34% of China's total population, and will enter into a stage of deep aging. China's growing aging trend underpins the growth of healthcare;\x0d\\x0d\pollution. Climate change and pollution aggravate human health hazards, providing room for growth in the healthcare industry. Data suggests that about 2 million people die each year worldwide due to air pollution. The consequences of pollution of water resources and air will become more and more obvious in the next 10 years. On the one hand, pollution will make people pay more attention to disease prevention and treatment and increase medical and health expenditures; on the other hand, people's investment in the treatment of diseases brought about by pollution will also increase. \x0d\\\x0d\(4) Large Internet and IT companies pay attention to and vigorously participate in the promotion of \x0d\\x0d\ Alibaba's layout from hospitals to pharmacies, from registration to payment of bills has covered almost every aspect of the medical industry. Alibaba invested in pharmaceutical e-commerce CITIC 21st Century Technology Co., Ltd. 10 months later, the latter was officially renamed "Ali Health"; Alipay announced the "future hospital" program, announced that it will open up its platform capabilities to medical institutions; Ali launched a drug Electronic platform, "Ali Health" client in Shijiazhuang for the first time to intervene in the hospital electronic prescription link, through the "prescription electronic" pilot, with a view to realizing the purchase of prescription drugs outside the hospital. Domestic pharmaceutical terminal sales revenue, prescription drugs accounted for 80%, this market potential is very huge. \x0d\\\x0d\\ Tencent spent $70 million on a strategic investment in the medical and health Internet company Ding Xiangyuan; Tencent led the investment in the registered network of more than $100 million; the latest version of the mobile QQ launched a health center, hoping that based on the social user data of the hand Q to the industry chain of hardware and software vendors to do the integration; to build a micro-medicine platform, and micro-telephone, QQ through, so that the hospital doctor access can be for the registered network, micro-telephone, QQ users to provide convenient medical services. \x0d\\\\x0d\\ Baidu and the Beijing Municipal Government to build a health cloud platform, integration of upstream smart medical equipment vendors and downstream telemedicine service providers, based on smart hardware devices to provide personalized health services. \x0d\\\\x0d\\\omi invested $25 million in a strategic stake in iHealth, a subsidiary of JiuAn Medical; Apple released a new health app, named "Healthkit", which integrates data collected by other health apps on the iPhone or iPad, such as blood pressure and weight; Samsung also launched a new health app, called "Healthkit". Samsung has also launched its health tracking platform SAMI; Google has launched GoogleFit; and Microsoft has launched its MicrosoftHealth health and fitness cloud service platform. \x0d\\\x0d\trend 7: online education inflection point comes, the future market is growing rapidly \x0d\\x0d\ China Economic Net data show that in the first half of 2014, the total investment in domestic online education up to 2.5 billion yuan, the total investment in foreign online education of 2.4 billion yuan, while no less than 1 billion yuan of investment in August, 500 million yuan of investment in October, the prediction for the whole year of 2014, the domestic Online education investment up to about 5-8 billion yuan, the global online education investment total estimated tens of billions. \x0d\\\x0d\\Irene Consulting data show that the 2014 online education market size will reach 99.8 billion, with a growth rate of 19%, the market is still growing at a relatively fast rate. 2015, the inflection point of market growth is coming, the next three years 2015, 2016 and 2017 to continue to grow rapidly, with a growth rate of about 20%. Academic education and vocational online education are the main driving force for the rapid growth of the market size. However, it is worth noting that the primary and secondary online education market will grow faster than the entire online education market, the growth rate of the primary and secondary online education market size in 2014 was 34%, and the growth rate in the next three years 2015, 2016 and 2017 will be 35%, 39% and 39%, respectively, presenting a high-speed growth trend. \x0d\\\\x0d\\current changes in the field of education are mainly from the mobile Internet and big data. The original Internet education is overwhelmingly dependent on the PC terminal, the Internet era has fully entered the mobile Internet era, with tablets and smart phones, online education from a relatively centralized learning into a fragmented learning state, which requires a shift in the shape of the online education products; and due to the development of big data also makes online education more intelligent and scientific, for example, we can use big data to establish error question bank to optimize the focus of the teacher's lectures, or through big data to assist students to answer questions, scientific assessment of learning performance, optimize the focus of learning, such as ape question bank, learning treasure and you answer. \x0d\\\\x0d\Trend 8: Online travel market competition is more intense, and changes are brewing in the market \x0d\\x0d\\\ in 2014 China's online travel booking market transactions will reach 287.2 billion. Influenced by the industry's continuous and large-scale price war, the revenue scale of the online travel OTA market grew at a lower rate than the overall online travel market in 2013 and 2014. \x0d\\\\x0d\\ Looking ahead to 2015, the following trends continue: \x0d\\x0d\(1) Price wars, companies increase revenue but not profit. Four Chinese OTA companies listed in the United States of America's third-quarter financial results show that corporate net profit is still accelerating the decline, but the price war between the parties is getting hotter and hotter. Ctrip's third-quarter net operating income of 2.1 billion yuan, up 38 percent year-on-year, but net profit of 217 million yuan, down 42 percent year-on-year. This is Ctrip's third consecutive quarter of negative net profit growth; Where to go company in the third quarter of 2014 total revenue of 501.1 million yuan, an increase of 107.8% year-on-year; but the net loss attributable to shareholders expanded to 566.2 million yuan. However, Ctrip still announced in December 2014 that it would spend 1 billion on a massive promotion. Tongcheng and Toutiao also publicly called each other out. \x0d\\\\x0d\(2) Online air ticket market is more concentrated. The price war in the online air ticket booking market continues, the pressure on small and medium-sized online agents gradually increases, profit margins decrease, and the OTA distribution structure will gradually be centralized. \x0d\\\\\x0d\\(3) The status of direct online hotel sales continues to improve. As the price war will continue again, to promote the direct sales class hotel website continues to rise. Currently online hotel booking website user scale, where to go, Ctrip, Yilong first camp, and direct marketing class website 7 days hotel in 2013 also entered and stabilized in the first camp; it is expected that in 2015 there will be 1-2 direct marketing class hotel user scale into the first camp. \x0d\\\\x0d\(4) The online vacation market is growing faster than the overall online travel market.The growth rate of the transaction scale of the online vacation market reached 42% in 2014, much higher than the growth rate of the online travel market (27.5%), and it will continue to grow at a high rate in 2015, with a growth rate of more than 35%. This is mainly due to the gradual increase in demand for vacation and leisure trips, driven by the growth of car rentals, vacation apartments and other businesses. \x0d\\\\x0d\(5) Online tickets are focused on by online travel companies, and competition has become more white-hot.2014 was the first year of online tickets development, while 2015 entered a white-hot competition stage. Ticket market as the entrance of leisure tourism, easier to cross-sell vacation products, so seize the ticket market helps for the development of the vacation market. \x0d\\\\x0d\(6) The heat of outbound travel is gradually increasing. With the increase in income and quality of life of users of travel booking, users have a stronger demand for outbound travel. It is expected that in the next few years, the heat of online booking of outbound tours will continue to increase, and the share will further expand; at the same time, more Internet companies focusing on outbound tours will appear. \x0d\\\\x0d\(7) Mobile migration and competition is more intense. Many large online booking enterprises whose mobile traffic has exceeded the PC traffic, online tourism price war and service war has been transferred from PC to mobile, mobile competition is more intense in 2015, online tourism enterprises will continue to increase the mobile side of the substantial promotions and cashback. \x0d\\\x0d\trend 9: O2O in the real estate field to do closed loop, accelerate the transformation to meet the development \x0d\\x0d\\2014 China's real estate market into a period of adjustment, the high level of inventory of commercial residential units around the world, a shift in expectations of the market to further affect the overall pace of new construction, and the rate of growth of real estate investment has declined significantly. The market wait-and-see mood is significant, the development enterprise's investment and push the pace of the market have been adjusted. since 2014 the market turnover overall downward, the market turnover compared to last year fell sharply. Data from the China Index Research Institute showed that from January to November 2014, the average monthly turnover of the 50 representative cities was 22.73 million square meters, a year-on-year decline of 13.6%, basically the same as the same period of 2012, which was 10.6% and 24.5% higher than the same period of 2010 and 2011, respectively. The impact of the above on the real estate industry has been transmitted to real estate websites, resulting in a slowdown in revenue growth for real estate websites. For example, Soufun, a listed company, is expected to post revenue of US$730 million in 2014, with an annual revenue growth rate of 15%, a significant decline from 48% in 2013. Against this backdrop, real estate websites are proactively making changes, making sales closures and accelerating transformation. \x0d\\\\\x0d\\\\the direction of attention in the real estate field in the coming year includes real estate O2O, home O2O, community O20 and real estate-related Internet finance. \x0d\\\\x0d\\(1) real estate O2O. real estate websites actively seeking to close the sales loop, not only to help online promotion, but also need to be implemented into the offline sale of buildings, to achieve the scale of the transaction. Soufun, Leju, Anjuke and 365 real estate network, etc. are in different degrees to realize the real estate O2O. \x0d\\\x0d\(2) Home O2O. There are several main modes: real estate websites and home furnishing websites to open the experience of the offline physical store, online sales mode; traditional home furnishing shopping malls to build their own e-commerce platform mode; traditional home furnishing shopping malls to alliance, the network of the alliance site of the group purchasing mode; the traditional home furnishing enterprises in the mode of e-commerce platform sales. \x0d\\\x0d\(3) Community O2O. from from vegetables, fruits, property, housekeeping services and other community shopping and services, are the scope of community O2O services. Real estate developers represented by Vanke and Pattern, e-commerce companies such as Alibaba, real estate websites such as Soufun and 365 Real Estate Network, and financial institutions such as Minsheng Bank and Societe Generale Bank have already entered the field to varying degrees. \x0d\\\\x0d\(4) Internet finance. In order to do a better job of closing the loop, many large real estate websites enter the field of Internet finance, mainly targeting users in the process of home purchase and decoration of the loan problem. 2014, we see a series of big moves of real estate websites in terms of Internet finance: Soufun through the establishment of the Internet Financial Information Service Co. and the introduction of a multi-party strategic cooperation model layout of the Internet financial system. Sina and E-House China joined hands to set up the Housing Financial Services Co., Ltd. and launched the Internet real estate financial services platform "Housing Financial Services".365 real estate network intends to set up a financial information services company. \x0d\\\x0d\trend 10: Social platforms will accelerate eco-integration and create a one-stop service platform for communication, entertainment, living, shopping and learning based on socialization \x0d\\x0d\\trend 10: Among the three major types of social applications, the highest overall Internet user coverage is for Instant Messaging (IM), the second for social networking sites, and the last for microblogging. Instant Messaging (IM) has reached 89% coverage among overall Internet users. And what's worth noting is that Tencent almost leads the market for these three types of mainstream social applications. In the instant messaging space, Tencent's QQ and WeChat have penetration rates of 78% and 65% of Internet users, respectively, while Qzone has a penetration rate of 57%, and Tencent's microblogging is at 27%, only 1% lower than that of Sina Weibo. The most noteworthy is WeChat, which has achieved a 65% penetration rate of Internet users in just four years since its launch, an extremely fast development rate. \x0d\\\\\x0d\\ in the coming year, social platforms will accelerate the integration of social-related ecosystems to create online one-stop service platforms for communication, entertainment, living, shopping and learning based on socialization. \x0d\\\\\x0d\\(1) In terms of communication, Tencent has put forward the product concept of joy in communication, QQ and WeChat will continue to improve the product experience of voice and video communication, especially QQ in multi-person video communication to enhance the one-to-many and many-to-many communication experience in work and education scenarios; Sina Weibo is also testing the function of group communication in anticipation of capturing a greater share of the market in social communication. \x0d\\\\x0d\(2) In terms of entertainment, Tencent, Sina, Renren and other social platforms are actively providing users with PC games and mobile gaming services, in the social user's large plate of good commercialization of the game, in 2014 these social platforms in the mobile game has made good development, is expected to be more emphasis on the direction of the social user's mobile games in the next two years. \x0d\\\x0d\(3) In terms of life, at the beginning of 2014, Tencent invested in shares of Volkswagen Dianping, accounting for 20% of the shares, and quickly seized the entrance to the life of the O2O; and earlier, Tencent invested in Tic-Tac. In the coming year, in terms of living social platforms will continue to accelerate the speed of integration, in order to invest or acquire the way to rapidly expand the market. \x0d\\\x0d\(4) In terms of shopping, in early 2014, Tencent took a 15% stake in Jingdong for $214 million, and the cooperation is conducive to the rapid development of the two in the field of e-commerce; while in 2013, Alibaba purchased an 18% stake in Sina Weibo for $586 million, and at the same time, the two have launched a comprehensive strategic cooperation, and in the future, Ali also has the right, according to the pre-agreed pricing method In the future, Alibaba has the right to increase its stake in Sina Weibo to 30% at a pre-agreed price. In the coming year, the social platform will continue to increase cooperation in the field of e-commerce, especially to promote the integration of social and mobile e-commerce. \x0d\\\\x0d\(5) In terms of learning, social platforms will take advantage of their natural communication capabilities and user resources to make a push into online education. Tencent, for example, "Tencent classroom" from two aspects of online education: on the one hand, QQ group as a network classroom to do live education, and on the other hand to the boutique class as a resource platform to do recorded education. Meanwhile, Tencent and New Oriental announced in July 2014 the establishment of a joint venture company "micro-learning tomorrow", to enter the mobile learning market. 2014 February YY also formally announced its entry into online education, spun off an independent brand 100 education. It is expected that in 2015, social platforms will pay more attention to the development of the education market and investment, and the competition will become more intense.