Games, mobile socializing and O2O are the next year's investment hotspots.

Absrtact: Compared to last year, this year's investment circle is quite flat, some people predict that next year will be a hot investment year. At the 2012 Asian Internet Conference, investors from different institutions shared their views. 360 Investment director Wang Yu that games, mobile social and

Compared to last year, this year's investment circle is quite flat, some people predict that next year will be a hot year investment. At the 2012 Asian Internet Conference, investors from different institutions shared their views. Wang Yu, 360 investment director, says games, mobile socializing and O2O will become a hot spot for next year's investment.

First look at the game, is currently mobile internet real money application, from 2010, 2011, in the Apple and Androping platform, the land has continued to appear the income of tens of millions of products. Wang Yu that the presence of these companies would further boost capital inflows and make the market hotter, and he even expects gaming investments to overheat by the end of next year.

In mobile society, because of the popularity of smartphones, the gradual coverage of 2, 300 million of the mainstream user base, then on the mobile Internet, it may produce new social ways. It is not necessarily replacing or overwriting the original social product, but in some segments or specific scenarios (such as singing and so on) social, in these areas there may be millions, tens of thousands of users of the products appear. Although the current micro-credit momentum is very strong, but left to other startups still have the opportunity.

For other segments of the market (such as medical), Wang Yu that a 200 million or 300 million-scale user base is not enough to support too many segments, and that the rise of more subdivisions may have to wait 2014 years or even later.

Here is a partial transcript of Wang Yu's Investment roundtable discussion:

Games, mobile socializing and O2O are the next year's investment hotspots.

Entering the vertical market on the mobile internet is a little early in China, and there are a lot of opportunities for mobile social, gaming and O2O next 2013. In particular, the emergence of many months of income million, tens level of game companies, as they began to make money, good presses capital market to enter into this, further the market become hot, and it is likely to end of next year in the field of game investment will overheat. As for the rest of the market segments, mainland Chinese users, in 2013, could not reach enough to support too many market segments, perhaps to 2014 years.

There are a lot of opportunities to move around next year, as the user base reaches 2 or 300 million, and new ways of socializing happen. This approach does not necessarily completely subvert the previous product, but it will be in some segments, such as in a particular scenario. We've seen some of them at home. These products may be millions or even tens in the subdivision category.

Next year in such a different area of the breakdown of products, social products may accumulate several or even more billion-level products to reach the level of users. Because of the existence of micro-letters, not so much for entrepreneurs, but I think the market is very large.

Entrepreneurship should still be preferred to go northward wide and the surrounding resources centralized information exchange frequently Chengdu is concerned about it from 2010 onwards, so far, see Chengdu has a lot of game companies have been invested, there are some tools category products.

The cost of the west is relatively low, relative to the flow of people is not so big. In Beijing, it is very difficult for a team to Shing their own talents, often with large companies digging people. In Chengdu, Xi ' An, Wuhan have this opportunity, for some entrepreneurial teams, relatively stable team in the early days is particularly important. The first 18 months is a very important life and death period, if the first 18 months of the team is very stable, continuous product continuous iteration of the project, generally speaking, there is a chance to get higher speed in the later development. Now we have in Chengdu, Xi ' an, Wuhan these places to see.

But there is also a problem, where the vision is not too high expansion, long-term local lack of communication, this is a long-standing problem of IT industry. In Beijing and Shanghai, these cities, especially Beijing, have a strong attraction to absorb all the resources that may be concentrated in the industry, resulting in overcrowding in large cities.

If I look at it, I would prefer to go to Beijing, Guangzhou, Shanghai and the surrounding areas, especially such as Hangzhou, Suzhou, Wuxi and so on, and now began to have an entrepreneurial atmosphere. Chengdu is a little better than other western cities, but there are not as many options. Ming and the next two may have more development, now also see some products in the two or three-line city out, sometimes one or two people can do good products, in the traditional internet is more difficult, in the mobile internet there are more opportunities.

It's not necessarily a good thing for a startup to get more money

There is a very big early bubble in the Chinese market, and I know that a lot of companies have got a very incredible investment in me, but now many are dead, and taking a lot of money is not necessarily a good thing.

Originally 10 people, melt 1 million enough a year of time development, because the investment market overheated, all to rob projects, finally get 3 million, 5 million dollars. Founders are starting to get a lot of people, the cost of labor is high, and the good ones are fleeting. If you don't take good prices, these people start their own business, if all the founders, no one to work, no one to join in. What's the end result?

Such companies should have developed over a year to 30 people, the result of a year to 60 people, the speed of burning money significantly accelerated. The original 1 million dollars spent one to two years, the result 3 million dollars still spent a year.

China has a word called "enthusiasm". Could have sunk the heart to do good products, but feel that there is money can be promoted. In the early days of the promotion of money, which is not conducive to the product itself. Because the product iteration, after 10 iterations to achieve the perfect degree, but the promotion only two times to reach 10 iterations of the effect. Promotion and do not promote the effect of different, promote most of the users bought is false. This is also true, I see some star products, probably covering the Tens users, active tens of thousands of a day, I think this product has little vitality, and this kind of thing is actually happening.

Since the second half of this year, many investments have been reflected. Next year because the game and so on can make money the project comes out, the investment heat again will accelerate, of course the game is not the same is to make quick money things.