Five years ago, under the financial crisis, I began to pay attention to investment. Crisis crisis, crisis is organic. Every big economic earthquake is accompanied by big investment opportunities. Resources are the premise of economic development and one of the decisive factors. The resources here are not material resources in a narrow sense, but a very broad concept, including basic means of production, innovative technologies, advanced concepts and talents. It can be said that whoever has mastered the core resources will dominate the future. When the amount of money is increasing and the money is worthless, scarce resources become more and more important and valuable. At no time will its value be erased. Energy is actually a scarce resource. In primary school, the text described China as a country with a vast territory and rich resources. Now this name has long been forgotten, and the concept that Deng Xiaoping's development is the last word is gone. Now it's called Scientific Outlook on Development, which means sustainable development. Stephen Lipper, an American, once wrote that the global oil will be exhausted in 2040, and within 25 years, 16 metal minerals will disappear from the earth. In the data of China Nonferrous Metals Industry Association, the proven reserves of copper, aluminum, lead, zinc, tungsten, tin, antimony, molybdenum and nickel are listed. The static warranty period of these nonferrous metals is copper 16.9 years, zinc 9.4 years, lead 6.7 years, tin 6.7 years, antimony 4.8 years, molybdenum 16.5 years and bauxite 5.7 years. Things are scarce. The scarcer you are, the greater your potential. My span may not be ten years, but the next few decades. People think that under the traditional energy crisis, new energy will be found. Shale gas technology in the United States is mature and can be exploited on a large scale. Some media even boast that it will bring a new energy revolution. Will it? Look at the shale gas revolution.
Second, daily consumption and high-end consumption.
Maslow's hierarchy of needs includes physiological needs, security needs, social needs, respect needs and self-realization needs. People need both substance and spirit to live. There is a joke that people have to meet two bars when they are alive, a mouth above and an X bar below, hehe. Food, clothing, housing, eating, drinking, gambling, seeing a doctor healthily, falling in love, getting married and carrying on the family line, giving gifts, bribing, flattering, watching movies, playing games, studying, traveling and showing off are all closely related to people. Of course, it is worth looking forward to looking for in these industries. Rice is also a necessity for people. Can I buy it as an investment? No, rice is too expensive for people to eat. If you want to rebel, if the country doesn't allow it, look for more things that people buy when prices rise. Apple's mobile phone is good and expensive, so it becomes an arcade. Don't ignore the purchasing power of China people.
Third, environmental protection and health.
After 30 years of reform, GDP has quadrupled, science and technology are progressing, humanities are lagging behind, and environmental governance has reached an urgent point. Some time ago, Weibo broke the news that there was a place in Shandong that pumped sewage several kilometers underground, which directly polluted the groundwater and caused great repercussions on the Internet. This shows that people's awareness of environmental protection is getting stronger and stronger. In recent years, large-scale mass movements caused by environmental problems often occur. Last year's Dalian, Xiamen, Zhenhai and Ningbo, as well as the air pollution in Beijing on the eve of the two sessions, the topic of PM2.5 was endless. At present, most shopping bags are still plastic, and many enterprises have adopted environmental protection bags. Last time I went to Auchan Supermarket with my wife, I was given a degradable bag. At first glance, I feel that such enterprises have environmental awareness and a sense of responsibility. I think the business of this enterprise that makes environmental protection bags should be getting better and better. Having said that, it is necessary to mention the organic industry. I contacted a PE company years ago and invested in organic agriculture. Now it is beginning to pay off. The bank gift is also a box of organic vegetables, which is very expensive. Now organic vegetables are mainly for high-end groups. I believe that in the future, the low-end market will also have certain development. Health industry, or more accurately, health care industry, some companies in this industry are very profitable. Direct selling model is widely used in health care industry. General characteristics of direct selling products: expensive.
Fourth, finance.
The term finance is too big, and it is subdivided into bank insurance securities funds. Banks are not familiar with insurance, so don't say it. At present, the traditional business of securities and domestic brokers accounts for a large proportion, or it is out of the state of relying on the weather to eat. Brokers are called investment banks in the United States, with a wide range of businesses and many ways to make money. The pattern of the securities industry will change in the future. Asset management is still in its infancy, and the products of securities firms will be more abundant in the future. It is a point that basically all financial products can be purchased through brokers except products produced and sold by themselves. For funds, please refer to Dou: Development and Competitive Strategy of Asset Management Industry Dou: Development and Competitive Strategy of Asset Management Industry.
Verb (abbreviation for verb) Internet.
I remember Liang Xinjun's internal speech of Fosun, which mentioned that Fosun must add a dimension of thinking when making investment, that is, what challenges the invested enterprises will encounter if they encounter the Internet. Just like online companies start businesses to pull VC, VC will ask: How do you deal with Tencent? The Internet has changed the world, people's lifestyles and business models. In some fields, it has reached a mature stage, but it is found that innovative companies have been born and there is still a lot of blue ocean space. Give me something interesting. First, snowballs. Snowball is a value investment exchange platform. Before the snowball, the exchange of value investors was not so concentrated, and there were more forums and groups. Snowball is basically the facebook of value investment now. Second, Zhihu. Zhihu is similar to Baidu, but its professional level can be dumped by Baidu for several light years. Third, web games. Online games are time-consuming and expensive, while web games are more suitable for some lazy people to pass the time. In a short time, this market became the Red Sea. Fourth, songtaste. This is a music website, which is full of people who really love music and have a relatively small style. Almost all of these websites have one thing in common, that is, specialization and segmentation, from network bubble to industrial concentration to professional refinement. I think this is also a trend. By the way, the mobile network. Visually, there will be treasures waiting to be excavated in mobile apps, payment terminals and other fields. In fact, too many people have set their eyes on this cake and put it into action.