1
Cloud Computing
The migration of enterprises to the cloud is a major trend. It can be seen:
1) public and private cloud market growth still goes hand in hand, not a zero-sum game;
2) IaaS level: it is more and more important to have a diversified ecosystem of business applications, such as Amazon, Google, Microsoft, etc.
3) SaaS level: it is mainly focused on human resources, OA, CRM, marketing, B2B Bulk Commodity procurement and other areas, such as SalesForce, Sap, Oracle, etc.;
4) PaaS level: there is no independent giant, the future is more likely to be extended by the IaaS giant upward or SaaS giant downward.
The domestic cloud computing market is still in its infancy, and the market cake is becoming more and more attractive.
1) Although IT giants such as Ali, Tencent and Huawei have entered the market, the complexity of China's enterprise market makes it possible to still have opportunities at the IaaS level;
2) At the SaaS level: In addition to focusing on the above segments, we should also focus on analyzing whether the specific products and services are in line with the actual market needs of domestic customers.
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2
Big Data
The total amount of financing of the big data industry in 2013-2015 was $800 million, $1.54 billion, and $2 billion respectively; the number of financing events in 2013-2015 was 10, 1.54 billion, and $2 billion respectively; the number of financing events in 2013-2015 was 10, 1.54 billion, and 2 billion respectively; and the number of financing events in 2013-2015 was 10, 2, and 2 billion respectively. financing events were 10, 42 and over 50 respectively in 2013-2015. Big Data+" has penetrated into almost all industries, such as "Big Data+Retail" represented by Alibaba, "Big Data+Medicine" represented by Ding Xiangyuan, "Big Data+Medicine" represented by Soufun Big Data+Retail" represented by Alibaba, "Big Data+Medicine" represented by Ding Xiangyuan, "Big Data+Real Estate" represented by Soufun, etc. The investment strategy in this area is:
1) for resource-based big data companies: data resources are large enough to be complete, data value is imaginative enough, and data mining and integration capabilities are strong enough;
2) for technology-based big data companies: the technical threshold is high enough and sufficient for the company to quickly form a large-scale effect, network effect, and thus quickly capture enough market share;
3) for application-based big data companies: the company has to be able to quickly form a large-scale effect, network effect, and thus quickly capture enough market share;
4) for the company to be able to rapidly develop its business in the market. p>3) For application-based big data companies: the application market is large enough, and the company's growth is good and realizable.
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3
Artificial Intelligence
According to forecasts, the AI market size will grow to $11.1 billion in 2024. The initial accumulation of technology and data has already had a relatively significant scale effect in the past, and thus the tide of AI reshaping all industries is about to hit and trigger a new round of investment in IT equipment.
The intelligent tide will bring a trillion-dollar market in the next 3-5 years. Within the field of artificial intelligence, the main directions of attention in 2016 include:
1) computer visual recognition (with face recognition as a typical example);
2) computer adaptive (with all kinds of robots [-1.98% funds research report] as an example);
3) various subdivided underlying technology areas (such as natural language processing, machine learning and knowledge mapping).
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4
Virtual Reality
Currently the global virtual reality industry after nearly a hundred years of development is still in the early stages of the start-up phase, the supply chain and all kinds of supporting facilities are still figuring out. However, the development prospect of virtual reality is fascinating to imagine, with a wide range of application space, such as games, film and television, education, sports, interplanetary exploration, medical and so on. Currently, major consulting organizations are optimistic about virtual reality in the next five years will achieve ultra-high-speed growth, the outbreak is close at hand.
1) In the short term, manufacturers that can layout the virtual reality industry chain, from hardware equipment, content production to platform distribution, have investment value;
2) In the long term, virtual reality content will be the soul of the industry exists, investment in mature content industry manufacturers will be full of opportunities.
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5
3D technology
After the past few years of 3D printing investment fever, 3D printing technology has stepped into a new stage, but the application market is still to be broken through. Experts predict that in 2016, China's 3D printer market size is forecast to expand to 10 billion yuan.
The next new round of investment hotspots in 3D technology, including:
1) 3D printing special materials and their process technology;
2) 3D modeling and personalized custom design software;
3) the emergence of industry model innovation enterprises around 3D printing technology (i.e., the combination of 3D printing with education, health care, and industry 4.0 industries).
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6
Unmanned technology
Unautonomous technology is currently mainly used in the field of drones, unmanned vehicles and so on. The U.S. Till Group predicts that the global drone market size will increase from $6.4 billion in 2015 to $11.5 billion in 2024, with a rapid development trend. Driverless cars have not yet been unveiled, but McKinsey predicts that by 2025 the field will have $200 billion to $1.9 trillion in output value, when China's unmanned car output value space at least in the trillion scale, unlimited potential.
The field can continue to focus on the following subjects:
1) With the gradual liberalization of the policy, Baidu, Google, BMW, Audi and other giants to step up the layout of the driverless car, we focus on the automotive electronics related hardware, Internet of cars related software, vehicle and other areas of the leading companies;
2) the field of unmanned aerial vehicles, we will focus on tapping the components manufacturing and overall design segment and the drone. Overall design segment and UAV solution providers in the very promising high-quality enterprises.
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7
Robotics
With China's aging population, soaring labor costs, and overall economic structure in transition, the future rise of robots and their huge market size has been recognized by major institutions.
In the future, whether short-term or long-term, the robotics industry investment opportunities are huge, from industrial robots, collaborative robots to service robots have a very considerable market size:
(1) the future of the industrial robots will have a strong ability to self-learning and specialization, to the more subdivided areas and structure of the extension of the innovation;
(2) collaborative robots Can work with people and widely used in various areas of life, belong to the "cross-border" product;
(3) service robots have no upper limit, with far more than industrial robots and collaborative robots market size potential, we believe that the elderly and medical service robots will lead the development.
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8
New energy
China is the largest new energy market, the development of new energy industry is to change China's energy structure, reduce the dependence on fossil fuels, colleagues to reduce environmental pollution of the inevitable choice.
Large financial subsidies to promote the new energy industry to maturity, containing rich investment opportunities:
1) lithium batteries in China has formed a complete industrial chain, downstream power and energy storage battery demand is huge;
2) China's new energy vehicle market in 2015 to realize the development of the blowout, production and sales of more than 300,000, an increase of more than 300%, is the world's largest new energy vehicle market. 300% year-on-year growth, is the world's largest new energy vehicle market;
3) supercapacitor has obvious advantages over lithium batteries in terms of fast charging and discharging, high cycle life, and high power density, and can be widely used in urban public transportation, rail transit, wind power generation, oil drilling, port machinery and other fields.
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9
New materials
New materials is the cornerstone of the new economy, China's rapid development in the military, high-speed rail, nuclear power, aerospace and aviation, and other cutting-edge manufacturing areas can not be separated from the breakthroughs in the field of basic materials.
With the continuous accumulation of basic chemistry, basic materials, nanotechnology and other aspects of scientific research strength, new materials in the field of innovation will continue to emerge, new materials will become a multi-trillion dollar output value of the market:
1) graphene's flexibility, mechanics, optics, electricity and microscopic quantum characteristics compared with the current existing materials as a whole have obvious advantages, the future application industry across the electronics, biomedical, military, precision manufacturing, chemical industry, medical and biological industries.
2)Carbon fiber is a relatively mature application of emerging materials, compared with traditional materials, good quality, light weight, the future need to continue to reduce costs, breakthroughs in foreign technology blockade efforts;
3)New membrane materials, can be widely used in water treatment, waste gas treatment, lithium batteries and other fields;
4)Biobased materials, used in dentistry, orthopedics, etc., which can replace and repair human tissue and organ functions.
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10
Medical Services
The driving factors for the medical services industry in 2016 came from the continued downturn in the drug industry boom and changes in the drug price formation mechanism. Driven by hierarchical diagnosis and treatment and doctors' multi-practice, public hospitals created incremental prices by revitalizing stock assets with the help of private capital. The medical service business provides a commercialized outlet for new technologies, while new technologies provide high value-added projects for the medical service business. The investment logic is as follows:
1) business models that meet the interests of hospitals and are medical-oriented, such as rehabilitation medicine, testing field, and high-end medical imaging field;
2) chain specialty hospitals with certain thresholds, such as gynecology and pediatrics, assisted reproduction, ophthalmology, orthopedics, and medical aesthetics;
3) third-party service chains, such as health management and third-party diagnostics;
4) third-party diagnostic services, such as health management and third-party diagnostic services.
4)High-end hospitals with core technology and expert resources in first-tier cities.