Famous investors talk about 2015 investment hotspots

The vagaries of the Internet environment, the rapid updating of its service products and models, make the investors and product managers constantly quicken their pace and catch up with others. In order to let the entrepreneur in the intense competition has the Rimini in the Internet, wins the future the opportunity.

The author of the 2015-year venture investment in the main areas to do the following summary: personalized, spatio-temporal reorganization, mobile internet, medical services, energy technology, cultural and entertainment, the Internet to promote social efficiency projects, vertical subdivision areas, things networking, cross-border electricity business, to the central, consumption combined with technology, online education O2O, environmental protection materials, Innovative consumption, and so on, are from the famous investors in public venues of the point of view summary.

Sequoia Capital Kui: individuation and time-space reorganization

Kui the trend of service electric business has made three forecasts: trend one: The gross profit margin drops, the service efficiency increases. Trend two: Strong service demand will promote the concentration of industry. Trend three: "Anywhere" and personalized demand to pull entrepreneurial idea

Five key points for O2O innovation are analyzed:

One, reorganization time and space. "Lidengkequ", "WYSIWYG", "off-site return car" and so on;

II. data re-organization. Data on the organization and analysis, may provide consumers with personalized, learning services, which is also a number of start-up companies, the core innovation point;

Third, process reengineering. For example, a large number of services to the shop, now there are a lot of people are home to serve, if not home can also provide him with services, is the process of the re-organization.

Iv. benefit redistribution. For example, the so-called intermediary, some people say employees and the boss before 37 open the profit, now 73 open.

Five, organize the organization again. Sharing the economy or socializing the crowdsourcing is such an innovative perspective. Some service providers are socialized, and their employees can be socialized, managers can also be socialized, but this process, to the full use of it means.

IDG Capital Shong: Future bullish mobile internet, optimistic about medical services, energy technology, cultural and recreational

"In China, and mobile Internet-related industries, we will be optimistic about the future." "He believes that the mobile Internet entrepreneurship, the next generation of the future of Ma Yun, Horse." In the pure mobile internet technology, the Internet and the combination of O2O (online to offline) is also IDG capital optimistic.

But Shong also said which of those segments would be bigger and which would be more likely to become a business model, a challenge for VC investors. The layout of IDG capital, "Let's keep some trade secrets." "The reason for Shong is that the competition is fierce and only suitable for doing it quietly."

Outside the Internet, medical services, energy technology, as well as cultural entertainment, is the future of IDG Capital will focus on the investment of several major areas.

CVC Leung: I choose the Internet to promote social efficiency projects

Leung, who has the reputation of "the father of red chips", believes that he prefers projects that can enhance the efficiency of social resources utilization. This means he will see more and more Internet-bound projects in the future, because "one of the great contributions of the Internet is to help society make better use of resources".

Leung, for example, the combination of the Internet and the taxi industry is conducive to reducing the situation of the car running on the road. The same situation also occurs in the logistics industry, the Internet intervention, reducing long-distance freight return when the empty phenomenon.

Leung said that he invested in Angels as hobby (business hobby), "because there is no pressure from LP, so look at the project more with the sex." "When you meet such a good VC, are entrepreneurs more confident in their projects?" he said.

GGV Li Hongwei: I choose the Internet of things, cross-border electricity quotient and go to the center try

"If you think of the mobile Internet as a world, the world can carry many new business models." "We are more concerned about three directions." Jenny the slightest fear of leaking trade secrets.

One is the internet of things, this is a cross-border business model, is a point of combination of software, hardware and data, the second is through the mobile internet to the centralized business model. For example, pet service can not go to the pet shop, but can provide door-to-door service;

The third is cross-border activities. Among them, cross-border electricity is the most obvious point that we have observed in China and America, and this trend is two-way. There are a number of three or four-line cities in the United States, there may only be one Wal-Mart, they are willing to use the mobile Internet to try to buy Chinese products, although the single consumption is not very high, very high frequency.

Now many Chinese people also have a strong demand for overseas consumption, can provide a platform, so that everyone can not leave the house can be purchased in each country, different cities of the characteristics of goods?

Chen Xing Chuang Liu: I keep optimistic about the opportunity of consumption and technology

"Consumption is a very broad concept with a very broad capacity." With the continuous evolution of the Internet, as China's social structure continues to escalate, every few years the specific investment hot spots will change, but the direction of consumption and scientific and technological innovation will have a long evolutionary path, there will still be great investment opportunities. ”

Earlier, the morning Hing venture in addition to be known as the Millet VC, but also play yy the first venture, more yy current share price has been close to 70 U.S. dollars per share. Liu also pointed out that "everything has two sides", "now entrepreneurs are very lucky." Because it is generally felt that it is easy to take money, but hot hair hot market, will let the capital in a short time to gather in the niche of the leader, "this will greatly shorten the start-up of small companies to try the wrong window, and let the whole industry become impetuous." ”

His advice to entrepreneurs: Entrepreneurship is the game of the Brave, and now the game is becoming more and more difficult, "both the direction of the right, the path is good, but also to run fast, run long." ”

Hong Tai Fund Mr Yu: I think online education O2O is an opportunity

"The internet is characterized by a combination of online online mode, allowing more people to enjoy the most basic services, and cost savings." Education can also do so, online education O2O is the future education industry investment opportunities. Mr Yu said any future industry would not be able to call it an industry without moving the interconnection concept. Traditional industries must be combined with mobile interconnection to do business model adjustment, the new input model must be from the mobile interconnection.

From a business model, Mr Yu says: "What business model provides the best, most effective, the most intimate service and the most attractive attention to customers is a good model." ”

Mr Yu, who has been in the education industry for years, has extensive experience in the industry and a keen sense of smell. He hoped that the new investment enterprises in some kind of business can be linked with the new Oriental or complementary, even if the enterprise can not go to the city, "New Oriental can backing", buy it. If the business is done, the market can be exchanged.

In addition to online education, Mr Yu's Hong-tai fund focuses on three areas: one is the consumer industry related to beer and skittles, the other is the big health field, and the third is the traditional industry that mobile internet can subvert.

June Lian Capital Chen: We choose to innovate consumer, medical and mobile interconnection

"Next year we will focus on three themes." "June Lian Capital managing director, chief investment officer Chen said, June Lian Capital has always been the investment concept, is" food first, man-made heavy ", only the track selection, candidates for the case, it may have a higher probability of success.

June Lian Capital next year's circuit, one is the mobile internet penetration of traditional industries, the investment opportunities brought by biotechnology, genetics and genetic technology revolutionize the medical and health sector, resulting in investment opportunities that are part of the health care industry; "There is also an investment opportunity brought about by the upgrading of urbanization and consumption in China, We call it innovation consumption and service.

Last track, there's a big chance in the future. "China's cities are divided into 123 lines, consumption has a similar place, also divided into many layers." Each layer of consumption is iterative. Chen explained that he hoped to pay attention to the consumption upgrade, that brand and size of the combination of service model.