Investors suggest mobile internet investment

Yesterday morning, nearly 40 venture capitalists, industry experts and scholars and entrepreneurs attended the "2010 Pine Capital Spring Forum Mobile Internet sub-forum."　　Those in the industry agree that China Mobile Internet investment should focus on Chinese characteristics and the truth.　　Celebrities in the mobile Internet industry participating in the forum have heated discussions about what value-added services investors can offer to entrepreneurs and what new models and new investment opportunities may exist in the mobile internet industry. Zhu Yan, chairman of the world, said that the whole eco-chain of mobile Internet is in the initial stage, showing the coexistence of user surge and opportunity trap. In this industry, Zhu in the country expressed a good customer breakdown group, such as the financial user group, civil service users, such as the high-end user base, for this customer base tailored such as party education, such as subdivision of the project, its development space is huge. He added, "Most of the things that are hot outside now are technical, conceptual, trending and trendy, but they may not all make money."　　"In addition, he stressed, must be very insightful to analyze the current situation in China, mobile Internet in the emerging market, there are many opportunities are far from being discovered, and this opportunity to calmly combine China's industrial structure, cultural structure and market structure and other factors to explore." At the same time, Zhu said in the country, how to seize the mobile Internet industry investment opportunity also depends on the team's integration level.　　In his view, the rapid integration of resources will be able to continue to emerge, the mobile internet industry for people who have access to many resources will also bring a lot of space, investors or will play a more important role in the integration of business resources. Speaking of the mobile internet and the relationship between operators, Zhu in the country that the operator can not only not dominate the industry, his genes, various cultures and institutions so that it will eventually become a channel. "Operators are divided into two categories, one is tariff, one is billing." In fact, its development ability is insufficient, at this time if the company participates in the development cooperation, the opportunity also exists.　　"he said. For the project investment, Angel investor Wangyuan that there are two "betting" criteria is very important: one is to answer my "girlfriend" will not "marry" problem, that is, the market has no money? How much money? The second is that your "girlfriend" will get married, who is the groom? Is it a big spender? Wangyuan that many entrepreneurs do not think too much about the issue, is often the focus of their review. "The internet has two kinds of markets," he said. A market called Big Kong, once out of a Tencent Baidu you are very sad; the second market is emerging markets. If it is in the emerging markets, as long as the company has its own unique advantages, I will bet. In addition, investors must understand that they are only external causes. "In addition, Wangyuan also stressed that the Asian consumer demand for experiential consumption is very hungry, experience consumption is the current mainstream, resolutely not afraid of the Red Sea, the key is the core competitiveness." "I also optimistic about E-commerce, but very cautious, this road is more bumpy and long, we must identify the core of the enterpriseThe heart is not competitive enough, never bet. The most critical there is the market when the issue of the outbreak, we consider every day in the investment enterprise will not become martyrs, the money to invest in the enterprise is indeed taken to do the experiment.　　"he said. Shenzhen Seventh Avenue founder Cao Kai from the angle of the enterprise analysis, that small and medium-sized enterprises should focus on pragmatism. "I only think of one question, where is my gold mine?" The future of copper and iron ore is not what we are thinking about. "What is the preference of investors in the mobile internet sector in investing?" Shenzhen Guan Yu Venture capital company partner Liu Tao shares some of his views with the example. "When it comes to investment preferences, it's typical for Zhu to create the world and Cao Kai Seventh Avenue." One is the technology as the core competitiveness, as the insiders say Zhu in the country such a ' technical madman '. Another type of entrepreneur, like Cao Kai, agrees that revenue growth will be hand-to-hand. Liu Tao made the above answer.