From the invention of the steam engine, the generator, the computer, to the widespread use of the Internet, new waves of science and technology have been dominating the major adjustments of productive forces and relations of production, and new industries have been emerging to promote social progress. What new industries should we look forward to in the next 10 years? Those industries can bring the most lucrative returns to investors?
Top 10 global market capitalization of enterprises ten years ago
Top 10 global market capitalization of current enterprises
The Internet as a new industry has developed from the listing of Netscape in 1995 to the present, and has gone through several milestone product phases, such as information portals, e-commerce, search, social networking, and ****-enjoyment economy, etc., with benchmark enterprises such as Yahoo, Amazon, Google, FaceBook, Uber and other benchmark companies continue to push the industry to a high point. In the future, the Internet and mobile Internet will gradually develop towards in-depth precision, such as from meeting the universal needs of users to personalized demand extension. On the other hand, "Internet + industries" has become a **** knowledge, the Internet and mobile Internet as the infrastructure to promote the "Internet of Everything" era.
What new industries are we looking forward to in the next 10 years? And which industries will bring the most lucrative returns to investors? The following is a breakdown of the ten emerging industries that we believe have the most investment value.
1
Cloud computing
Enterprises are migrating to the cloud. It can be seen that: 1, public and private cloud market growth still goes hand in hand, not a zero-sum game; 2, IaaS level: it is increasingly important to have a diversified ecosystem of business applications, such as Amazon, Google, Microsoft, etc.; 3, SaaS level: the main focus is on the areas of human resources, OA, CRM, marketing, and B2B bulk commodity procurement, 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. Domestic cloud computing market is still in its infancy, the market cake is becoming more and more attractive. Although Ali, Tencent, Huawei and other IT giants have entered, but the complexity of China's enterprise market makes the IaaS level there are still opportunities; SaaS level: in addition to focusing on the above segments, should also focus on analyzing the specific products and services in line with the actual market demand of domestic customers.
2
Big Data
The total amount of financing in the Big Data industry was $800 million, $1.54 billion, and $2 billion in 2013-2015, respectively; and the number of financing events in 2013-2015 was 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+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 field is: 1, for resource-based big data companies: data resources are large enough and complete, the data value is imaginative enough, and the data mining and integration capabilities are strong enough; 2, for technology-based big data companies: the technology threshold is high enough and sufficient for the company to quickly form a large-scale effect, the network effect, and thus quickly occupy enough market share; 3, for application-based big data companies: the application market is large enough, and the company's growth is good and predictable; 3, for application-based big data companies: the application market is large enough, and the company's growth is good and predictable. large, the company's growth is good and realizable.
3
Virtual reality
Currently the global virtual reality industry after nearly a century of development is still in the early stage of the start, the supply chain and all kinds of supporting facilities are still in the process of 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, all major organizations are optimistic that virtual reality will achieve ultra-high-speed growth in the next five years, and the outbreak is close at hand. The investment strategy in this field is: 1, in the short term, can layout virtual reality industry chain manufacturers, from hardware equipment, content production to platform distribution, have investment value; 2, in the long run, virtual reality content will be the soul of the industry exists, investment mature content industry manufacturers will be full of opportunities.
4
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 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 future direction of the main concern 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).
5
3D Technology
After the investment fever of 3D printing in the past few years, 3D printing technology has stepped into a new stage, but the application market still needs 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, around the 3D printing technology emergence of industry model innovation enterprise (i.e., 3D printing and education, medical and industry 4.0 and other industries combined).
6
Unmanned Technology
Unmanned technology is now mainly used in areas such as drones and driverless cars. The U.S. Till Group predicts that the size of the global drone market 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 policy, Baidu, Google, BMW, Audi and other giants to step up the layout of the driverless car, we focus on the automotive electronics hardware, automotive networking software, vehicle and other areas of leadership; 2, the field of unmanned aerial vehicles, we will focus on digging the components manufacturing and overall design of the field and the unmanned aerial vehicle solution providers in the very promising quality enterprises. We will focus on exploring high-quality enterprises in the component manufacturing and overall design segments as well as UAV solution providers.
7
Robotics
China's aging population is becoming more and more prominent, labor costs are rising sharply and the overall economic structure is facing a transformation, the rise of the future of robotics and its huge market size has been recognized by major institutions. In the future, whether short-term or long-term, the robotics industry investment opportunities, from industrial robots, collaborative robots to service robots have a very considerable market size: 1, the future of industrial robots will have a strong self-learning capabilities and specialization capabilities, to a more subdivided field and structure of the innovation extension; 2, collaborative robots can work with people and widely used in a variety of areas of life, the "crossover". 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.
8
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 energy, colleagues to reduce environmental pollution is inevitable. Strong financial subsidies to promote the new energy industry to maturity, contains 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 automobile market in 2015 to achieve the development of blowout, production and sales of more than 300,000 units, an increase of more than 300% year-on-year, is the world's first new energy automobile market; 3, super capacitors in the fast charging and discharging, and the development of the new energy industry, the new energy industry in the world's first new energy automobile market. Capacitors have 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 transportation, wind power generation, oil drilling, port machinery and other fields.
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 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 trillions of dollars worth of market: 1, graphene's flexibility, mechanics, optics, electricity and microscopic quantum characteristics with the existing materials compared to the overall have obvious advantages, the future application industry across the electronics, biomedical, military, precision manufacturing, chemical industry; 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 other fields; 4, bio-based materials for dental, orthopedic, etc., can be replaced, repair the function of human tissues and organs.
10
Medical services
The driving factor for the medical services industry in 2016 came from the continued decline in the drug industry boom, as well as 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. Medical service business provides a commercialized outlet for new technologies, while new technologies provide high value-added projects for medical service business. Investment strategy: 1, in line with the interests of hospitals, medical-oriented business model, such as rehabilitation medicine, testing field, as well as high-end medical imaging field; 2, with a certain threshold of the chain of specialized hospitals such as gynecology and pediatrics, assisted reproduction, ophthalmology, orthopedics, medical aesthetics, etc.; 3, chain of third-party services such as health management, third-party diagnostics, etc.; 4, the first-tier cities of the high-end hospitals with the core technology and expert resources. .
11
Biotechnology and life science
With the development of genomics, molecular biology and other basic disciplines, biological agents and life science and technology are playing an increasingly important role in the treatment of: biological agents, more and more monoclonal antibody drugs on tumors, diabetes, and other difficult diseases to produce breakthroughs in the treatment of the " In 2014, 7 of the top 10 drugs in global sales were biologics, of which adalimumab ranked first in global sales, with annual sales of $11 billion; in life sciences, globally, the gene sequencing market grew from $7.941 million in 2007 to $4.5 billion in 2013, with a compound growth rate of 33.5%, and it is expected that in the coming years, the market will grow to $4.5 billion. 33.5%, and is expected to maintain rapid growth in the next few years; emerging technologies such as cellular immunotherapy are also becoming increasingly important treatments. Biotechnology and life sciences is undoubtedly an extremely important investment direction in the field of health, and the key segments to focus on include: 1) advanced gene sequencing and data analysis companies; 2) technology-driven biologics companies; 3) precision medicine companies combined with gene sequencing interpretation and individualized drug delivery; and 4) technological breakthroughs in new biotherapeutic treatments, such as CAR-T cellular immunotherapy.
12
Medical devices
Medical device market started late in China, but developed rapidly, from 2001 to 2014, China's medical device market size grew from 17.3 billion yuan to 255.6 billion yuan, an increase of nearly 15 times, with a compound growth rate of 23%. However, from the comparison of medical device market size and drug market size, the global medical device market size is roughly 40% of the global drug market size, while this proportion in China is less than 15%, with the development of the economy as well as the increase of domestic aging, the medical device market has great potential for development. Meanwhile, the introduction of a number of policies such as "Special Approval Procedures for Innovative Medical Devices (Trial)" has laid a solid foundation for the rapid growth of domestic innovative medical devices. 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, intelligent home medical devices; 4, import substitution products for existing mature medical devices.
13
Internet healthcare
The rapid development of information technology has triggered huge changes in various industries, and has also brought great opportunities for the medical industry. With the cross-border integration of big data, cloud computing, Internet of Things and other technologies with the Internet, new technologies and new business models are rapidly penetrating into all segments of the medical field, from prevention, diagnosis, treatment, and purchase of medicines will fully open an intelligent era. At the same time, China's healthcare industry is characterized by the irrational allocation of resources, low quality of service, doctor-patient tensions and other issues, all rely on the Internet technology to improve. At the same time, we should also see that Internet health care is still in its infancy in China, and the reform of traditional health care is bound to be a long and arduous process, so we should maintain an optimistic but cautious attitude towards investment in this field. Key segments to focus on include: 1, pharmaceutical e-commerce platforms; 2, medical big data analysis companies; 3, chronic disease management/health management online platform; 4, smart and wearable medical devices.
14
Healthy Aging
Healthy aging industry is driven by the urgent demand and policy encouragement in both directions, and will usher in very definite development opportunities. In the future, China's government and individuals will face a great deal of pressure on the elderly. At the same time, as a part of "Healthy China", senior care has been elevated to a strategic national level. 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 health care, and has the feasibility and potential for chain development model of enterprises; 2, actively explore innovative pension model enterprises.
15
Sports
In the past year, China's giants began to target overseas high-quality sports assets, gradually approaching the mature sports profit model _ tickets, media rights, sponsorships and sports derivatives, such as Wanda purchased the Surplus Sports Media and the World Triathlon Corporation (WTC) to become the Wanda Sports; Ali Sports to obtain NFL broadcasting rights in the mainland region of China. Wanda has acquired the broadcasting rights of the NFL in China, and Ali Sports has acquired the broadcasting rights of the NFL in mainland China. Therefore, with high-quality event resources and a broad audience of sports industry targets will continue to receive capital pursuit. We can pay attention to the following areas: 1, sports in various segments with high-quality sports event IP operating companies; 2, the impact of traditional sports e-sports industry, including content and live platform; 3, sports-related intelligent hardware + data analysis software + can be channeled to the health care field of the startup; 4, focusing on mass fitness Internet fitness upstream and downstream companies.
16
Culture and Entertainment
Consumption upgrading makes people's consumption habits gradually tilted towards culture and entertainment, and the consumption crowd and consumption amount are also becoming more and more underage and growth.
In addition, the rise of the secondary culture derived from games and animation, and the explosion of self-media that produces digitalized, fragmented, and entertaining content will gather a large number of new generation of young users, triggering new business models 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, big data analysis companies in the culture and entertainment industry; 4, secondary content aggregation community; 5, pan-entertainment live broadcasting platforms and so on.
17
Education
The domestic private education market size of more than 600 billion yuan, and one-fifth of the market share of online education has attracted countless capital and entrepreneurs to compete. After the baptism of the past one or two years, education O2O (OnlinetoOffline) struggling, not only did not revolutionize the life of traditional education, but also in the exploration of the profit model at a loss. The traditional offline education and training institutions, in addition to having stable offline resources and teachers, have also made a lot of reforms under the attack of Internet + in line with the development of the times. In addition, the new round of college entrance examination reform will also bring new business models and entrepreneurial opportunities. The education industry is still a gold 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 college entrance examination reform; 2, vocational education and training institutions and vocational experience-sharing platform; 3, (cost-effective) virtual reality technology companies that can help students enhance the classroom experience (hardware + software + content); 4, focusing on children's education in the field of high-quality IP content producers. The high-quality IP content producers.
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