One, cloud computing
Enterprises migrate to the cloud is the general trend. The domestic cloud computing market cake is becoming more and more attractive.
While Ali, Tencent, Huawei and other IT giants and others have entered, the complexity of China's enterprise market makes the IaaS level there is still an opportunity;
And at the SaaS level, it should also focus on analyzing the specific products and services whether they meet the actual market demand of domestic customers.
Two, big data
"Big data +" has penetrated into almost all industries, the field of investment strategy:
1, for resource-based big data companies: data resources are large enough to be complete, the value of the data is sufficiently imaginative, the data mining and integration capabilities are strong enough;
2, for the technology-based big data company: data resources are large enough to be complete, the value of the data is sufficiently imaginative, the ability of data mining and integration is strong enough;
2, for technology-based big data companies: the technology threshold is high enough, and enough to allow the company to quickly form a scale effect, network effect, so as to quickly occupy enough market share;3, for application-based big data companies: the application market is large enough, the company's growth is good and realizable.
Three, virtual reality
Virtual reality's development prospects attract people's imagination, with a wide range of application space, such as games, film and television, education, sports, interplanetary exploration, medical and so on.
The investment strategy in this field is:
1, in the short term, the layout of the virtual reality industry chain manufacturers, from hardware equipment, content production to the platform distribution, have investment value;
2, in the long run, the content of virtual reality will be the soul of the industry exists, investment in mature content industry manufacturers will be full of opportunities.
Four, artificial intelligence
According to forecasts, the artificial intelligence market size will grow to $11.1 billion in 2024. The initial accumulation of technology and data accumulation has already had a relatively significant scale effect in the past, and thus the tide of artificial intelligence to reshape all walks of life is about to hit, and triggered a new round of investment in IT equipment.
Within the field of artificial intelligence, the main focus on the direction includes:
1, computer visual recognition (face recognition as a typical);
2, computer adaptive (to all kinds of robots as an example);
3, the various subdivided underlying technology areas (such as natural language processing, machine learning and knowledge graph).
Fifth, 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.
The next new round of 3D technology focus, including:
1, 3D printing special materials and their process technology;
2, 3D modeling and personalized custom design software;
3, around the emergence of 3D printing technology, industry model innovation enterprises (i.e., the combination of 3D printing with the education, health care and industry 4.0 and other industries).
6, unmanned technology
Unmanned technology is now mainly used in the field of drones, driverless cars and so on. The U.S. Till Group predicts that the size of the global drone market will increase from 6.4 billion U.S. dollars in 2015 to 11.5 billion U.S. dollars 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 pay attention to the following subjects:
1, with the gradual liberalization of policy, Baidu, Google, BMW, Audi and other giants to step up the layout of the driverless car, you can focus on the automotive electronics related hardware, automotive networking related software, the whole car and other areas of the leadership of the enterprise;
2, the field of unmanned aerial vehicles, focusing on component manufacturing and overall design segmentation, as well as drone solution providers. In the UAV field, focus on the component manufacturing and overall design segments, as well as UAV solution providers in the very promising high-quality enterprises.
Seven, robotics
Due to rising labor costs in China and the overall economic structure transformation, the future rise of robotics and its huge market size has been recognized by major institutions.
1, the future of industrial robots will have a strong ability to self-learning and specialization, to a more segmented field and structure of the innovative extension;
2, collaborative robots can work with people and is widely used in a variety of areas of life, belonging to the "cross-border" product;
3, service robots have no upper limit, with far more than industrial robots and collaborative robots market size potential.
Eight, new energy
China is the largest new energy market, the development of new energy industry is to change China's energy structure, reduce dependence on fossil fuels, reduce environmental pollution is an inevitable choice.
1, lithium batteries in China has formed a complete industrial chain, downstream power and energy storage battery demand is huge;
2, supercapacitor in the fast charging and discharging, high cycle life, high power density compared to lithium batteries have obvious advantages, 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 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 are inseparable from the breakthrough in the field of basic materials.
With the accumulation of scientific research strength in basic chemistry, basic materials, nanotechnology and other aspects of the new materials will continue to emerge in the field of innovation:
1, graphene's flexibility, mechanics, optics, electricity and microscopic quantum characteristics of the existing materials compared with the overall has obvious advantages, the future application industry across the electronics, biomedical, military, precision manufacturing, chemical industry;
2, graphene's flexible, mechanical, optical, electrical and microscopic quantum characteristics compared with the overall has obvious advantages. /p>
2, carbon fiber is a relatively mature application of emerging materials, relative to traditional materials of good quality, light weight, the future need to reduce costs, breakthroughs in foreign technology blockade continue to work;
3, new membrane materials, can be widely used in water treatment, waste gas treatment, lithium batteries, and many other fields;
4, biobased materials for dentistry, orthopaedics, etc., can be used in lieu of
Ten, biotechnology and life sciences
With the development of genomics, molecular biology and other basic disciplines, biologics and life science and technology are playing an increasingly important role in the treatment: biologics, more and more monoclonal antibody drugs on tumors, diabetes and other difficult diseases to produce breakthroughs in the effectiveness of the "heavyweight bombs "
Biologics and biotechnology are playing an increasingly important role in treatment.
Biotechnology and life sciences is undoubtedly an extremely important investment direction in the field of health, focusing on segments including:
1, advanced gene sequencing and data analysis companies;
2, technology-driven biologics companies;
3, and gene sequencing interpretation, individualized drug delivery combined with precision medicine companies;
4, new biological therapeutic modalities that have made technological breakthroughs.
XI, medical devices
Medical device market started late in China, but is developing rapidly. With the development of the economy and the increase of the domestic aging degree, the medical equipment market has great potential for development. At the same time, the introduction of a number of favorable policies for the rapid growth of domestic innovative medical devices has laid a solid foundation.
The key segments to focus on include:
1, high-end medical devices combined with advanced technologies such as robotics and artificial intelligence;
2, domestic innovative medical devices;
3, smart home medical devices;
4, imported substitutes for existing mature medical devices.
Twelve, Internet health care
The rapid development of information technology has triggered a huge change in various industries, but also for the health care industry to bring great opportunities. With big data, cloud computing, Internet of Things and other areas of technology and the Internet's cross-border integration of new technologies and new business models to rapidly penetrate into various segments of the medical field, from prevention, diagnosis, treatment, purchase of medicines will fully open an intelligent era.
At the same time, we should also see that Internet healthcare is still in its infancy in China, and the reform of traditional healthcare is bound to be a long and arduous process, so we should maintain an optimistic but prudent attitude towards investment in this field.
The key segments to focus on include:
1, pharmaceutical e-commerce platforms;
2, medical big data analytics companies;
3, chronic disease management/health management online platforms;
4, smart and wearable medical devices.
Thirteen, health care
Health care industry by the urgent demand and policy to encourage two-way drive, will usher in good development opportunities. Home-based, community-based, institutional supplemented by the multi-level pension service system will tap investment opportunities:
1, involved in the core pension industry - rehabilitation and health care, and has the feasibility and potential for the chain of development mode of enterprises;
2, actively exploring innovative pension model of the enterprise.
Fourteenth, sports
Chinese giants are targeting overseas high-quality sports assets, gradually approaching the mature sports profit model - tickets, media broadcasting rights, sponsorship and sports derivatives.
Sports brands with high-quality event resources and a wide audience will continue to be in demand. We can focus on the following areas:
1, sports in various segments with high-quality sports event IP operating companies;
2, the impact of the traditional sports e-sports industry, including the content side and live broadcasting platform;
3, sports-related intelligent hardware + data analysis software + can be channeled to the health care field of the start-up company;
4, focus on Internet fitness upstream and downstream companies of mass fitness.
Fifteen, culture and entertainment
Consumption upgrading makes people's consumption habits gradually tilted to culture and entertainment, in addition, along with the games, animation derived from the rise of the secondary culture, the production of digitalized, fragmented, entertaining content of the outbreak of self-media, will gather a large number of a new generation of young users, triggering a new business model and opportunities.
We can pay attention to the following segments:
1, companies with high-quality IP content (production or purchase) and strong IP operation capabilities;
2, self-media and new media with a large number of users and profitability;
3, culture and entertainment industry's big data analytics company;
4, the secondary meta-content aggregation community;
5, pan-entertainment live broadcasting platforms, etc.
Sixteen, education
At present, the traditional offline education and training institutions, in addition to having stable offline resources and teachers, but also in the Internet + under the attack of the development of the times to make a lot of reforms. The education industry is still a rich mine for investment institutions, focusing on the following areas:
1, quality education and test-taking education quality offline training institutions born in response to the reform of the college entrance examination;
2, vocational education and training institutions and vocational experience-sharing platform;
3, cost-effective virtual reality technology companies that can help students to enhance the classroom experience (hardware + software + content);
3, cost-effective virtual reality technology companies (hardware + software + content);
3, cost-effective virtual reality technology companies (hardware + software + content). + software + content);
4, quality IP content producers focusing on children's education.
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