Cross-border and subversion in the age of large data

Affected by the changes in the internal and external environment, labor, resources, reform and other traditional dividends gradually lost, the traditional way of economic growth is unsustainable, the domestic economy can be said to come to a key crossroads. With the advent of the third industrial Revolution, which is represented by information technology, the Internet, mobile Internet and large data are expected to be the key drivers for the new rapid development of China's economy. Information consumption is expected to be a new engine of domestic demand, which subverts traditional industries, improves operational efficiency and structural efficiency, and promotes economic transformation of traditional industries.

"Big Data" frequency is mentioned and interpreted. Electronic products, software applications and digital content is developing rapidly, the three formed a good interaction, is expected to become China's domestic demand development of a new engine, and together promote the Chinese individual, business and government of the overall virtualization, data.

Great changes in user demand in the era of large data, C2B and F2C will become the mainstream development model, new business thinking and operating mode greatly enhance the traditional industry's operational efficiency and structural efficiency, conducive to China's economic transformation and upgrading. Because the Chinese traditional industry efficiency is not high, the user scale and the data foundation is very big, therefore the Chinese big data and the traditional industry fusion breadth, the depth as well as the speed will obviously lead in the world, very possibly from the birth world class enterprise.

Internet giants promote the restructuring of industrial structure

In the big data age, the data becomes the new element after land, labor and capital, which constitutes the core competitiveness of the enterprise's future development. Enterprises with large data and cross-border subversion broke the traditional industrial boundaries and moat, its core competitiveness has begun to restructure, industry and enterprise investment value judgments should be re-examined and defined. The financial sector's policy plates and retail outlets are inherently powerful moats and competitive, but are now facing the onslaught and threats of the internet and big data companies.

Data assets become the key to the future of the enterprise to seize the commanding heights, Google, Apple, Amazon, Alibaba, Tencent and other internet giants for the focus of contention is the user and data. The value of data assets is the size of enterprise data, activity and the ability to interpret and use. Alibaba, for example, is the main driving force in the financial and logistics industry to improve the ecosystem, through the enrichment and optimization of value-added services content to attract users, improve user stickiness. At the same time, it is because Alibaba precipitated a large number of data assets in order to launch a subversive Ali financial services for small micro-enterprises and individual users to provide efficient, high-quality services.

The reason why the cross-border can quickly encroach on the traditional industrial territory lies in two aspects: first, the Cross-border people often through innovative means to launch new products, or free, low-cost, or convenient, such as Jingdong Mall's products cheaper, Ali financial products and services more efficient; The second is that the core of the Cross-border is to master a large number of data assets and user base, the flow of the various ways to cash out, thus ensuring that the cross-border can be at a lower price confrontation.

In the era of large data, the blurring of industrial boundaries, corporate giants such as Apple, Google, Alibaba are expanding their business scope, and try to build their own as the core of the ecosystem to maximize the capacity of the resource throughput, the ecological system will become an important form of competition in the future, The competition between enterprises is no longer simply the competition between individual and individual, and the competing relationship between enterprises is more complicated, because of the extensive business coverage, the Giants have both cooperation and competition.

New investment ideas and investment opportunities

With the advent of the large data age, more and more enterprises will be based on large data assets for business model innovation, and even cross-border involvement in other industries, and the industry to create a huge impact.

Finance, telecommunications and government three market areas are the broadest and most affected. Looking at Ali's industrial chain, the strategic focus of three streams as the core of the data stream, all from the payment, small loans, sales, supply chain finance, consumer finance, the whole business to cash out, and Tencent as the core of the industrial chain through the micro-letter 5.0 to achieve O2O closed loop line under the integration, to QQ as the core of the product system has nearly covered the user's entire life needs ;“ The Prism gate incident exposes the truth about America's plundering of global data, which means that a country's control over information systems has strategic significance in the national information security dimension. The Prism Gate has influenced the investment direction of our country's intelligent city, and ioe the trend. One of the essence of Intelligent City construction is the digitalization of urban management, and the Prism gate event causes the government to attach great importance to the information security in the process of intelligent city construction. In terms of the size of the opportunities for disruption in the market space and industry, the three market segments of finance, telecoms and government will also be the first to feel the power to subvert the big data.

In the process, there will be two opportunities for investment: first, the traditional industrialization of the Internet, a large number of Internet enterprises will be based on a large number of users and data assets for Cross-border transformation, the second is the traditional industry internet, in the face of the impact of new entrants, the traditional industries in the enterprise will be active in the self change, increase it investment, To drive the growth of related IT service enterprises.