VC optimistic about mobile internet

PE trends

Newspaper reporter Chen Yingying

With the surging tide of mobile internet investment, the entire IT field in the past two years has undergone great changes, whether it is the internet giant crocodile or traditional it "Montana", are fully layout mobile Internet. VC/PE Sources say there are plenty of investment opportunities in the mobile internet sector.

A rare "ticket"

"Today's search is no longer just the integration of data, but the integration of various kinds of information," ReadWrite, an American science and technology blogger, recently published in an article by Blaine Profite, Brian Proffitt. Content-related search will become increasingly important today as the mobile Internet is on its way. "Integrating the most useful information into a small screen is both a challenge and an opportunity for search engines." ”

But in the face of opportunity, not all enterprises can take advantage of. Search President Chen Yu bluntly, "At present only micro-letter got the mobile internet ticket." "In the recent release of mobile strategy, and even push to search 5 products such as Yue, search senior vice President Chen said," I hope to be able to achieve the important entrance of the mobile Internet product layout. "It is reported that the search for the outstanding personalized subscription, different from the existing mainstream products: not only channel subscription, as well as keyword subscriptions and keywords in the category of the overall subscription, so that the user's freedom to achieve maximum.

Search product research and Development center responsible for example, the user if the United States basketball team fans, then he can search through the search for Yue directly to the rockets, all the information about the team and the latest information will be real-time push update, you can subscribe to the Rockets belong to the category-basketball, All the news about basketball will be in the first time on the user's mobile phone, and of course the user can subscribe to the sports channel and get all the sports news in time.

and Qihoo 360 to reflect the personalized needs of customers, recently launched Doctor Search. Qihoo 360, president of Xiangdong, said the launch of the product is intended to help netizens in the search for medical information, not to be false medical ads, false medical information intrusion, so as to protect the Internet users assured doctor, assured medical treatment. He said that the search for medical drugs accounted for 5% of the current 360 search, after the doctor search, the proportion of medical search will increase, and 360 people will search more.

VC/PE Looking for investment opportunities

Qing Ke Group founder Gavin pointed out that the development of Internet enterprises to seize the traditional industry business opportunities, the future mobile Internet will be the direction of development, there will be a large number of investment opportunities. For example, Cat, Taobao double 11 of the turnover can be compared with Wal-Mart, Carrefour. Micro-letter has a great impact on traditional SMS business.

From December 2009 to December 2012, Tencent's total market value climbed from 33.6 billion U.S. dollars to 59.7 billion U.S. dollars, an increase of nearly 30 billion U.S. dollars, Alibaba from 12.7 billion U.S. dollars to 40 billion U.S. dollars (conservative calculation), Baidu rose from 14.7 billion U.S. dollars to 30.8 billion U.S. dollars. "The market capitalisation of China's three largest internet companies over the past 3 years has risen from 65% to 81% per cent in value for all Internet-listed companies," Gavin said. ”

He advises entrepreneurs to change their minds and not to think of starting a business as a public offering. Because of earlier IPO rumors, therefore, the layout of mobile Internet after the purpose of exerting the capital market is a concern, "to the capital market is not our ultimate goal." "China search President Chen Yu to the Chinese securities newspaper reporter said. And for the company's profit assumptions in the mobile internet sector, Chen Yu just said, "whether or not listed, the search will be based on their own plans to build the platform and content, at least within two years can be seen in the search in accordance with their own plans to promote, not because of the behavior of capital to change what they should do." ”