Electronic Components: Researching Internet Businesses

Last week we focused on visiting 10 Internet start-up companies, including cloud computing, smart hardware, smart video, hardware e-commerce, Internet education (two), Internet logistics, trading software, virtual reality, virtual display (two), video In the live broadcast, the highest number of users in this batch of enterprises was 3.5 million. Of course, we also have two semiconductor companies in the old line. At the same time, with the China Europe Business School, Walden International held a wide range of intelligent hardware conference. On Mondays, they will also exchange dinners with friends of various pe families. Share your research impressions with you:

1. China has truly entered the era of mass innovation. From the perspective of entrepreneurs, it comes from top US companies, PE industry, BAT Internet companies, foreign companies, etc. Its international perspective and professional qualities are competitive; from the perspective of equity structure, partners’ culture and The sense of participation has become mainstream; from the perspective of capital structure, “money” is no longer a problem; from the perspective of market channels, entrepreneurs' ability to integrate resources and strategic planning capabilities should not be underestimated. This group of companies is more and more different from traditional businesses.

2. The era of cloud computing and big data is coming!

3. The quality of the new three board will undergo major changes. More and more outstanding entrepreneurs are willing to enter the capital market through the new three boards, whether it is the VIE structure or a subsidiary of an overseas listed company. If the new three boards are used as a platform, the content side must be the most important part of the platform.

4. Both industries will be changed. As the New Third Board becomes an important channel for listing, there will be fewer and fewer M&A projects, and the wave of mergers and acquisitions will be in a downward trend. Overseas mergers and acquisitions have become the main battleground for mergers and acquisitions. At the same time, companies in the pe industry that used to have “find projects” as their core competitiveness will face a certain crisis in the New Third Board era. Platform-based PE companies with resource integration capabilities will have opportunities.

5. Offline is more important than online, and the importance of smart hardware is improved. When men and women have “artistic literature”, their competitiveness will be even better. Third-party companies have emerged to help offline companies achieve Internet transformation. The same logic applies to hardware companies in the new era. They have a more Internet-like ownership structure and sense of participation. They also have more learning ability. Many founders of hardware companies are Internet companies.

6. Re-emphasize that after text and voice, social-based video will become the main content of the next era. Smart video and all walks of life have extensive cooperation space. Our cooperating Internet companies all have space for cooperation with video companies. The Internet portal must be made visible, and anytime, anywhere video connection is a virtual display that will shine. For details, please refer to the three-page 100-page in-depth video report of the Anxin Electronics team.

7, 3D printing, artificial intelligence, information security, these emerging industries show turning point this year.

8. Resource integration will become the core human capability. The various teams of the Anxin Research Team have been quietly launched, and at various levels of the industry, they have built platforms to integrate industrial resources to help companies grow. The next generation of social networking is deep social, and the next generation of cooperation is deep cooperation. We currently have 20 industry teams with industry value and influence and welcome friends from industry and capital to work together.