China Mobile internet O2O times how far away we are

The wave of Internet e-commerce has been blowing like a heat wave, no matter how far we are from the distance, the total still can feel the noise of China's e-commerce market investment. Throughout China's E-commerce market development process, from business-to-business to Consumer-to-consumer, from the enterprise to O2O, which hold high the banner of E-commerce Enterprises have been the capital market hot. Can the boom continue into the mobile-Internet arena?

China Mobile Internet twists and turns development more than 10 years, investment wind direction and industry accompanying

2001 11 China Mobile launched the "Dream Net Plan", slowly opened the Internet big screen of China Mobile. China Mobile internet due to long-term constraints on the network environment and policy factors, tortuous development of more than 10 years. China Mobile Internet from the era of SMS, MMS and other basic business as the core of telecommunications operators in a completely closed age, to some SP "jailbreak" and the formation of free WAP era, and then to telecom operators, terminal manufacturers, content providers, service providers, System providers, such as the Open Big mobile internet era, China Mobile Internet has entered a new era of application-oriented.

The investment of China Mobile Internet is closely related to the development of industrial environment. In the 2001-2003, the telecom operators as the leading SMS, MMS and other basic Business times, closed environment so that capital can be cut into the market opportunities are limited, of course, and China's immature capital environment has certain relevance. 2004-2007, China Mobile Internet investment ushered in the first wave of rapid development period. The main reasons are three: first, the mobile internet gradually to the semi-closed environment, many small and medium mobile internet manufacturers, especially mobile phone client software vendors in this phase of rapid growth, providing a lot of access to capital; second, the improvement of the network environment, such as China Mobile will upgrade 2.5G network to 2.75G, China Unicom ( 600050) The introduction of 2.5GGPRS business, to provide a relatively smooth access to the application; third, the Internet and terminal manufacturers to accelerate the intervention of mobile internet market, through the Internet business transplant, promote the formation and development of mobile internet business. With the advent of the era of open mobile Internet, China Mobile Internet ushered in the second golden period of investment in 2010, driven by the two-way factors of capital and industry. First, from the point of view of capital, private equity funds and industrial capitals for mobile internet investment have been speeding up, such as the grand establishment of investment funds for mobile internet, Lenovo set up Le Fund, Innovation Workshop and other forms of fund, etc. secondly, from the industrial level, the major Internet companies have to upgrade mobile Internet related departments successively To speed up the layout of mobile internet industry.

In addition, from the first quarter of 2011, China Mobile Internet investment situation, the Qing Branch Research Center predicts that 2011 China Mobile Internet investment will be expected to refresh the calendar year record.

Of course, from the more than 10 years of mobile Internet segmentation investment situation, mobile gaming by virtue of its relatively clear business model, coupled with the demand for mobile Internet entertainment era, access to the capital market is widely favored. Although the mobile gaming market will continue to invest, but with the involvement of many Internet game giants, even such as Huayi Brothers (300027), Bo Rui Spread (600880) and other film and television media organizations joined, mobile gaming market in the Pan-entertainment era competition will be intensified. As China Mobile Internet continues to push forward, facing the fierce competition risk, capital will continue to explore new investment opportunities, or will appear in the field of mobile E-commerce.

China's e-commerce investment trend appears, O2O mode of group buying drive capital enthusiasm

From the perspective of China's Internet investment, the first wave of investment attention focused on the information and information enterprises, the second wave of investment focus on entertainment applications, while the third wave of investment focus on business-class application enterprises. According to the incomplete data of Chingko Research Center, 2001-2011 March, the business application (mainly including E-commerce, payment, advertising agency and Network marketing services) has been disclosed in the field of investment cases of 223, disclosure of the total amount of about 4.089 billion U.S. dollars, far more than the other two major areas of investment.

(Note: 1, entertainment and other network services including network games, network community, network video, network education, network tourism, network recruitment, etc. 2, business services including E-commerce, payment, advertising agents and network marketing services)

China's Internet investment in the field of E-commerce tilt trend is obvious, especially in 2010 investment most prominent. 2010 is the tipping point of China's e-commerce market investment, has disclosed the E-commerce business market investment case for 56, 40 disclosure of investment in the case of a total of 714 million U.S. dollars investment, the average investment amounted to 17.85 million U.S. dollars, much higher than the average investment in other market segments. Dialysis nearly a year of Chinese e-commerce business market investment, as the O2O pioneer group buying areas of frequent investment events. According to Chingko Research Center incomplete data show, since the beginning of 2010, China group buying industry a total of 17 investment events, especially in mid-April 2011, handle online billion investment most eye-catching, but also the Chinese O2O industry to the public eye.

Time Investor Investment Amount (US $ M) investment currency investment rounds

2010.04 Undisclosed investor group Treasure Net 2.93 RMB A

2010.04.23 Taishan Angel Handle net N/A

2010.05 Alliance Power Capital, 1.93, RMB A

2010.05 Zhejiang Business Venture Investment cool Group Technology 1.46 RMB A

2010.06.05 Jinsha River Pull handle net n/a N/a B

2010.06 Mitsui Venture Group F, N/a C

2010.06.09 Wanga Investment Cool Group Technology 1.17 RMB B

2010.08 Sequoia 10.00 USD A

2010.09.14 N/A Group buy 123 1.00 USD A

2010.09.19 Kai Peng China

2010.11 IDG Capital Tick N/A

2010.12 Undisclosed investor group Treasure Net 30.06 RMB B

2010.12.02 Tenaya Investment, northwest

Venture capital, Jinsha River 50.00 USD B

2011.02.24 not openly investors 24 coupons net n/A

2011.02.28 Tencent Industry Mutual-win fund, Yunfeng Fund Peng Net n/A

2011.03.14 Sequoia 10.00 (formerly Group Mei net) USD A

2011.04.11 Milestone, Jinshajiang 110.00

China Internet investment Path is traceable, mobile Internet or will follow

Although the industry has long believed that there are some differences between China Mobile Internet and Internet, it is necessary to explore the characteristics of the development of the road. However, there is a similarity between the commercial nature of internet and mobile internet in China, which makes the development path of "two nets" traceable. To this end, it can be speculated that the next wave of China Mobile Internet investment Wave will focus on the business sector. However, combining the special attributes of the commercial application in mobile Internet, such as the mobility of mobile terminals, the uniqueness of user identities and the traceability of user locations, will become the catalyst for the development of mobile e-commerce O2O.

Overall, China Mobile Internet from the entertainment application era into the era of business applications still need time, capital in the forward-looking wait and see and action, still need to face the courage of risk. However, after the group purchase website, the public comment network and other forms of O2O enterprises after the user education and cultivation, China Mobile internet e-commerce O2O development will be far faster than the Internet, the industry enterprises have also been exposed, capital ready?