Session 6: Cool down mobile internet

News and science and Technology December 1-2nd, 2012 annual Venture Capital Conference and 100 Awards ceremony held in Beijing, the theme of this meeting is to illuminate the reality of the dream, entrepreneurs and financiers, and domestic entrepreneurs, entrepreneurs, share the dream, explore the future. Dispatch as a guest financial portal for the full report.

The following is the sixth session:

Chen: Compared to last year's Internet achievement, the mobile Internet has several achievements: first, the growth of users is really very fast compared to the Internet. Second, the mobile Internet space is very large, there are many new directions and new things, may not have people to think, but the opportunity is there. Today mobile Internet is a new market, the whole new opportunity, I think the feeling of singing it is very good.

Chen Suren: In fact, before we enter this industry, we know that life industry this piece, like some big giant, how to change people's habits through a product, it takes a lot of time. So we should say that last year, we put most of our energy into polishing products, if there is a big feeling, the first is a mobile phone such a platform, so that we can participate in the development of the mobile phone is very long, I and Chen total feeling is the same, should spend a little more time to understand, so I feel just beginning, thank you !

Chen Ziming: We are a company in Shanghai, we have three years of history. We review history, the first year is basically the foundation, the product to do a good job. Last year we saw Apple users grow very fast, and this year saw Android users far more than Apple, user networking background, we want to give users a very good experience, while grasping the basic needs of users, from our consideration, may be more than everyone's imagination, if you use me to check some goods, information can exceed one times. China's quality problem is also very serious, we hope from these just need point of view, to meet the needs of users, access to users. We actually did not advertise on the whole promotion, but we saw the user grow from 500,000 to 10 million, which is very big growth. All the entrepreneurs here, seize the needs of users, this is the root of the product, thank you!

Tech: Starting from the first year, we started with the Symbian platform, and then we turned into Android, and we found that the market changes were very positive, that the Symbian experience might not have been as good as Android, and that a lot of users wouldn't want to enter us, but this year we saw that, no matter what platform, User growth is getting faster. In this year, the main direction we do is to make a social update, our slogan is to allow the human to see all the world's weather scenery, our function online less than one months time, there are tens of thousands of users. I am Shenyang people, my parents in a community in Shenyang, I used to think of them, only to watch TV, watching the weather forecast, will not rain, now from the ink weather can see what the weather is like.

Through what I have just said, from Symbian to Android, its positioning function also has network speed, performance, so that we can provide users with a fuller, better experience. Through these things we can attract more users to join us on the mobile internet. Last year we made an attempt, we made an international version, but our version didn't work very well. I am also here to advise you entrepreneurs, if you want to do internationalization, you must do more research.

Jianguo: I was in 2012 years, in fact, the most important thing is to make an unprecedented focus on lbs, such as Apple, Apple and Google map cooperation, it believes that the mobile above is a strategic starting position, to do their own. Micro-letter, micro-letter two-dimensional code, we guess a lot, businesses can have two-dimensional code, you can send pictures, you can do marketing. There are many others, such as Sina Weibo, the next step to commercialization is important to the O2O above, but also include some applications such as ink weather. If there is a key word that should be o2o and lbs, it is also exactly the area.

When we started the business, Xu Teachers also said, enterprises to the soul, we thought at that time, to make the Chinese live a little easier. Don't worry about where to go for dinner, spend money and be cheated. We start a business, can not use the way of search, eat and drink the place, even some pharmacies, household appliances nanny vehicle detection and so on, and daily life related to these entities store consumer information aggregation of enterprises. To aggregate the experience of real consumption, this let me go out to spend time, can solve the information symmetry, is that I make a choice, so I get a lot of information, know good or bad, know other people consumption feeling, choose more suitable for my way, let this time consumption more meaningful. So we feel like mobile Internet, O2O gives us a golden opportunity, this is very prominent feeling.

Another feeling is that we now have two products, a love help nearby, a love to help the bus. Love to help the development of public transport is actually faster than the speed near the love gang, we are also analyzing the reasons. One is because we do life search, so in love to help the bus has a lot of our experience, the user experience is very unique.

For example, if you go to the National Theater to listen to concerts, many people do not know how I go there. A lot of people say to check from this place to Tiananmen West, you can directly input to the destination, you will go to the National Theater, know Tiananmen West, or other bus site name, so very convenient for users to use, we have multiple can be used on the above, in line with user needs experience.

On the other hand, the mobile internet Word-of-mouth is still very important, another is to sharpen, is to do the bus, nothing else. Like the love help nearby may have anything to check, even many places do well, does not promote the word of mouth. So I also suggest that if you want to do the mobile internet business, one must be the idea of some features of mobile phones, such as lbs to fully use, this is an experience. The second is the idea of sharpening, which is the product to solve what the problem, touched the user which pain point, this is very important.

Wang Jialiang: Everyone said that the mobile internet has a good future, of course I may have to splash some cold water, I personally think that mobile internet may face a big collapse next year.

I think this thing is actually very simple, just Xiaoping teacher also mentioned the great ideal, just now I listen to his ideals, I feel is listening to the new Oriental speech, passionate, so I later found that I will not go abroad, I will stay in the domestic business.

But after entrepreneurship I found that these ideals have a prerequisite, for the entrepreneur, is that you want to survive. So all the founders here, maybe you see the industry is very good now, and then they are full of ideals, but in my opinion, the most important thing is to say that we should be able to survive first, so this is a proposal for every entrepreneur here.

Lanci: Thank you Wang, the king always said about the survival of the problem, in fact, in 2012, I believe that you have made some commercial attempts. I would like to ask you, what do you think about the commercialization of the entire industry or the commercialization of the business in the coming year, including how do you think about the subtle relationship between the growth of future users and the liquidity pattern?

Chen: Sing now there are tens of millions of users, these users grow very fast, but how to turn them into business value? There's a karaoke game like this, you can work with us, said in the singing bar cooperation, the audition spokesperson, so we have opened the K-song competition, may be officially issued in the next Monday, everyone can sing bar to organize their own brand, their own business competition, this kind of match duet may also have an impact, Because we are not in the revenue-oriented today, but many companies are willing to give us money, hope that we use more resources to promote it, there are some space side.

The other one is singing. The user requirements for traffic are very high, so the future will provide a connected 3G package, if the singing users pay a fee, one months in the singing bar of the flow will not have to pay additional costs, this is our business negotiations with the cooperation. These points are not guided, but from the user, from the enterprise point of view.

Chen Suren: What we are doing is a catering field, some people say O2O this industry information is still very weak, for example, in the transaction, in payment. We feel that in the field of O2O is a very hard industry, in the short term it is impossible to make money, but we are also trying, for example, we are now working with about 11 companies in the industry, there are food delivery, like the reservation, we are working together to see how the effect, and then there is a business split.

In the future, I feel that in the face of this kind of business flow, and money relationship is very close, so we are not very commercial, but the future should be a trend, thank you.

Chen Ziming: My personal progress on the commercialization of mobile Internet may be a little more optimistic than Wang, cautious and optimistic. Let's look at a few numbers, the third quarter of mobile advertising revenue accounted for 14%, so the stock rose, this is a social media and mobile combination of a good example, the old Xue-long mentioned has become a reality. There is also a number, the mobile phone Taobao in the double 11 that day turnover is 940 million, accounting for all 19 billion of the 5%, this figure should be much higher than last year, the mobile transaction itself has begun to enter everyone's life, so this is another model of progress.

Let's take a look at the micro-letters, and now we're experimenting with different business models, including entertainment, including advertising, including trading, and so on, these things I think is a good try, and then the test has made positive feedback, so Tencent's share price is now rising, and in Japan, Korea corresponding to these applications, is already starting to profit. So I think this is a trend, so mobile internet its business model may be faster than the progress of the PC, time is still short, because the mobile itself is growing fast, but the big companies make money is not equal to the money we entrepreneurs themselves, so we are also in a number of areas to try.

We're moving ads, in mobile transactions, there is also the so-called O2O this field to try, small companies, although the ability is limited, to do something, in fact, it is quite difficult, but I believe that with the development of the whole market, small companies as long as can find their own characteristics, competitive advantage, and then in such a point of exerting force, Find their own real income-generating models, I believe that with the development of the market should be a chance, I personally or more optimistic, thank you.

Tech: We and touch treasure are all pure tools, so we and several other bosses understand not quite the same, for us this pure tool client, how do we profit? I think first 1th we are still in the industry to profit.

We were working with the league last year, the Alliance has a cross promotion platform, our first income is also from a CPA promotion, for example, other applications, they need to promote the time, charge some fees.

This is a good starting point, but we can not always earn the money in the industry, we want to expand outside the industry, such as this year we try to do some brand advertising cooperation, for example, some friends in the subway will see Adi ads, we and Artie cooperation, the characters are replaced Chen Yao and Ethan, They are now Adi's spokesperson, from such brand advertisers, I think next year brand advertising into mobile internet total investment will increase, I think in addition to the CPA way, you can take a look at the income of brand advertising, thank you.

Jianguo: The love help is actually between the consumer and the merchant, so if we are O2O, we must be the "2", which means that one end is a consumer, one end is a business, consumers need to find a place to spend, businesses need accurate consumption, so this business model is undoubtedly, this business model is definitely there.

The question is how to make money, which we discovered just now, in the Life Service Enterprise, the Informationization degree is very low, and the life service merchant actually to IT system request not so complex, in fact very simple, so we now the whole commercialization idea is, we provide a tool for the merchant, we now call the whole net work, Love the whole network work, I specifically for the merchant to provide a mobile client software, then this software can do?

First can manage his information, for example I this enterprise is what, I have what new dish, I have what characteristic, won what award, I have what kind of picture, this information to send it to the Internet, the work behind this is we to do, we help him to send to love help, put on Sina Weibo, Tencent Weibo, or other micro-letters , this is one aspect.

On the other hand, we're going to help with marketing, for example, I can make him see you all the time. How many consumers around this shop, such as Sina Weibo, how many people, Tencent Weibo, we can expand, so that it can always see how many potential consumers around me, let me decide, Whether I can send a coupon, my preferential information can be involved in these potential consumers and he can go into the store to spend.

Third, we are also ready to provide businesses with a word of mouth management, for example, I let him know all the time, he this shop in the public comment on what kind of evaluation, Taobao on what the evaluation, in addition to the micro-blog said it what it is praise or a bad review, let it get the first of these dynamic information, It itself can do this kind of word-of-mouth management. We think this kind of thing is very valuable to the life service merchant.

Of course never speaking, we want to turn love net this product into a life service merchant's lightweight CRI system, in addition to management information, in addition to marketing can also do simple customer management, for example, if I have a haircut, I may be very simple to say that I will have a haircut tomorrow afternoon, in the absence, he said I was, I'll be there tomorrow, it's a lightweight CRI. We think that this thing that life service merchants really need, this is a latitude.

Another latitude is that we find that the business of living service is very important to the marketing effect, that is, they are difficult to be fooled, unless there may be some intimidation, for example, if you do not buy this I will give you a bad comment. In fact, there is such a thing in the industry, of course, this is certainly not long-term. Then the merchant would say I sent this coupon effect what? How many people have downloaded coupons, how many people have come to the store to spend, how many people call to consult? So now we're doing the business model of paying by effect, because I found that our life services business is very sensitive to the phone, because he went to consumption, consumption before the call, the next step is likely to spend money, so we now have another set of products, we call love Help the call pass, one is to do marketing tools, One is the effect of measurement, this is our whole idea. We think that in the O2O, we must eventually have a variety of business models in this direction, so we have more ideas in this field, thank you.

Wang Jialiang: Just now you talked a lot of business model, as if to enter the new Oriental sentence, as long as they see the hope, I personally think that the mobile internet business model is what, in fact, has not yet formed. Just like the simplest, microblogging or micro-credit, even if they don't find a business model, what is the business model for entrepreneurs?

I personally have a feeling that I've actually always felt in China, every time I come to Beijing to analyze, we discuss various concepts, but I always think that means in China, this business model is not these concepts, in fact, China's business model may be cock silk, I am particularly optimistic to sing it, not that your users are cock silk, We have a lot of users in the audience, including myself also download, but I think it is best to sing this, buy some virtual coupons to Bai Fumi, this is one aspect.

So for the touch of the treasure, may be one of the few companies have started to profit, we do overseas market, which in my opinion is far from a very stable, or mature mode. This is like just Xiaoping teacher talked about the Red Army Long March, Red Army time to eat bark, eat grass roots, of course, Xiaoping teacher said more noble, we have a great revolutionary ideal, in fact, in my opinion, this is the survival instinct, right? I in order to live, and then there is a commissar, everyone said hurry run, The back of the Kuomintang immediately followed, almost this concept, so we now in fact all of these, we discuss the business model, in fact, in my view is to be able to more long-term to let themselves endure the cold winter.

Lanci: What do you think of the micro-trust platform?

Chen: I have searched in other internet companies before, I think micro-letter is a mobile phone platform, because there is a directory, can send text messages, can call, so it is a cross-platform platform. In fact, for us, micro-faith is a new era, so we have to seize the opportunity in the micro-letter. Micro-letter is really a good opportunity for us, for many O2O enterprises is also a good opportunity.

Chen Suren: My understanding is similar to Chen, although after doing, but in the industry, such as information how to optimize, to micro-letter. We can put the user with the micro-letter of the vast user of the whole, with his cooperation. So I think you have to find the difference point, this is what I think many entrepreneurs have to consider.

Chen Ziming: Micro-letter I believe that everyone here should be very many users, the use of micro-letter is also very high, I am hanging on the top every day, from up to get content, from the above to see friends sharing, experience should be more the better. And try to create new models. I think it's almost clear that next year.

In some vertical areas, entrepreneurs have the opportunity to combine with micro-letter, and then set up in the market you have enough foundation, and then consider the action, micro-letter carrier is the background of mobile Internet, but also the pioneer of exploring the education market, I think entrepreneurs can get a lot of benefits from here.

Tech: The arrival of micro-letter, with a micro-letter friends can send micro-letter, are all your friends see, so Sina Weibo is a good platform, they are complementary, one is to the private circle.

To the marketing of our clients, first of all we will do a lot of weather sharing, such as Tencent Weibo, Sina Weibo, we found that a point to share, for example, I share my mother every day of a weather, we counted this number, this share of the proportion and share of micro-blogging ratio is 5:1, Everyone would like to be a 1 to 1 or private circle of sharing, micro-letter way We entrepreneurs can better do some marketing things.

Another direction is the two-dimensional code is a good expansion, two-dimensional code concept has been a long time, the individual feel that the two-dimensional code is not a very common thing, they do not use him.

Jianguo: The micro-letter did a good job, but I personally think that in the age of movement, at the same time, people's needs are various, micro-credit may be more or a social tool, or a communication tool, if I look in the micro-letter inside the toilet may be very strange, I want to go out a place, I want to buy medicine, I check the pharmacy, You want to take the micro-letter to do, I think the scene is not the same, or as I look into this, I will be parity, I do in micro-letter it?

User needs are various, why there are a large number of users in the mobile Internet, because he needs this, in the mobile internet era to meet the needs of a variety of users, we can go to cooperation, such as love can be shared into the micro-letter, no problem, but the scene is still not the same, even in terms of business models, The forwarding power to the merchant is also different, you can get a two-dimensional code, but in the social scene of this passive interruption, in the end can produce how much forwarding rate, this is uncertain.

Not that I want to spend money, this time you recommend me a place to spend money, this is actually conceivable, we do not need to panic, each platform has its own development model, so I am still very confident, I hope that everyone here are also very confident, thank you.

Wang Jialiang: I don't say anything else, just say, I think the founders here no matter what others are doing, and regardless of what the Giants are doing, as long as you do yourself, you are the next giant.