Internet Enterprise Performance accelerates mobile Internet highlights value

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Since the beginning of June this year, the Rice net was listed in the NYSE, the Chinese Internet company Overseas Listing window is basically closed, only Tudou in August to achieve the IPO. Other factors, such as aerial stocks and the bursting of dotcom valuations, have led to a crisis of confidence among Chinese companies, and the release of financial data in the second quarter, or a turnaround for China's internet industry to regain investor confidence. In the field of VC/PE investment, the hot-won e-commerce industry companies are still struggling to profit margins, and in the saturation of investment, investors may be more focused on social networks, mobile Internet and other emerging areas.

Internet Business accelerates growth

As of September 9, Chinese Internet companies listed in the global capital market have all been reported in the second quarter of 2011, according to Chinaventure group data showed that China's internet listed companies in the two quarter of the year's income growth of 38.7%, higher than 2010, show that the Internet industry has accelerated the growth of the size of the trend.

From the perspective of the subdivision industry, network video industry revenue growth is the most rapid, year-on-year growth of 118.4%, followed by the network community, Renren and the century's overall revenue growth of 68.6% year-on-year, to search rooms, easy cars, such as the representative of the industry's Web site revenue growth of 49.5%; in the network advertising business growth driven by the portal, Search and other integrated internet company revenue growth also exceeded the average level, to 45.7%; In addition, online gaming industry revenue growth of 27.9% year-on-year, E-commerce industry growth of 23.9%, while the telecom value-added (mobile internet) industry revenue growth of only 11.4% year-on-year.

In the VC/PE investment field, the Internet industry financing scale also continued to rise, according to Chinaventure group statistics, the first quarter of 2010 to the second quarter of 2011, the Internet industry continued to increase financing scale, the second quarter of this year disclosed cases 104, The scale of financing amounted to 3.488 billion dollars, reaching the highest level in history.

By contrast, internet companies ' IPOs have been less than satisfactory. According to Chinaventure group statistics, 2011 to date, a total of 7 internet companies to achieve the IPO, and since the June 9 after the rice network listing, only Tudou has been listed on August 17 in the United States.

The value of mobile internet investment is highlighted

Internet private equity financing slowed in the third quarter of this year as a total of 48 cases, up from $1.405 billion trillion, as of September 13. E-commerce industry investment is particularly evident in the last quarter, the disclosure of 29 cases, the current quarter only disclosed 18, and most of the vertical field of electricity quotient, showing the saturation of investment, investors are in the vertical subdivision of the field of mining.

According to the performance of listed companies, the electric business industry, especially the industry is still in the "burning Money" state. Dangdang reported a two-quarter revenue growth of 53.3% this year, but the loss reached 4.4 million dollars, an increase of 60% per cent. Macaulay, which is still in transition from mail-order to the electricity trader, has turned to a loss from last year's two-quarter earnings, even though its revenue from the internet has risen 25.9% per cent year-on-year.

In 2010, the rapid rise of the group buying site, the current listed companies only Tencent and the company owned by the group buying business, and independent group purchase site has not appeared listed companies. Tencent did not disclose its two-quarter earnings, the company's earnings report in the sticky rice net Q2 revenue of 1.1 million U.S. dollars, compared with the previous quarter growth of 22.2%, but a net loss of 4.5 million U.S. dollars, compared to the last quarter of the losses widened 21.6%. Visible, "Thousand Regiment War" brought about by the fierce market competition, is dragging down the profit status of group buying site, coupled with the current entrepreneurial investment fatigue state fade, the next market shuffle will be inevitable.

Chinaventure Investment Group analyst Feng Po that the current market-leading power companies have completed multiple rounds of financing, even if the vertical sector has a large number of investment institutions to enter, so the electric business sector investment space has been very narrow. More opportunities in the future will emerge in the traditional transformation or innovation model. The former such as network advertising market demand for precision marketing, innovative marketing services and in-depth SNS, mobile applications of precision Interactive marketing. The latter includes social networking applications and mobile Internet, especially in the start-up phase of the mobile Internet, with both huge market potential and no giants in front of them, both entrepreneurs and investors have unlimited possibilities.