The tide is still flourishing, the foam dispersed or continued to ferment? 2015 may be a crucial year for China's venture, and what is the judgment and forecast of China's top VC partners in 2015? Sina Technology will soon invite senior investors to forecast the industry trend for 2015.
The fifth issue, let us listen to the rich capital founding partner Wu Zhiyong interpretation:
1. Mobile Medical
Mobile medical care in the next two will be a big point of outburst. The mobile internet revolution has transformed different industries, but the combination of health care and mobility has not seen a particularly large case, but in China this is actually a very big area.
In this field, currently optimistic about the management of chronic diseases, medical data and diagnosis and management of entrepreneurial projects, there are many entrepreneurial investment opportunities emerge.
In the medical profession, the doctor's pain point lies in the lack of diagnosis and treatment management, such as the patient does not have the systematic, the hospital medical history record provides to the doctor, in this aspect is in the very primitive stage, needs to get through the preoperative, the intraoperative and the postoperative data.
And the patient's pain point is a doctor, but a lot of registered projects do not go on, lies in its hope to get through the hospital and patients, the patient diversion to the hospital, but a good hospital is not lack of flow, doctors are busy. Diversion volume for good hospitals is not attractive, and poor hospitals, patients do not need registration services.
The structural treatment of disease diagnoses is a good way to see a doctor, but the pattern needs to be polished, because the initial diagnosis will be low and the data will be more accurate when it accumulates to a certain extent. The system can not solve the disease, through the call center diversion to the hospital.
Generally speaking, mobile medicine is the general direction, in the next year or two there will be many such startups, because there is no big alligator, so the start-up companies have many opportunities.
2. Auto Market
After the automobile service market has been very hot in recent years, it will continue to heat up.
And around the second-hand car there are a lot of articles to do, the entire vehicle after the service market there are many opportunities, such as chartered and other models, specific press not table, and used cars trading has a giant, the opportunity is not much.
The reason why the market is optimistic about second-hand cars, in the past ten years China's auto industry is booming, soon new cars into second-hand vehicles, car owners will be a lot of demand, while the first-tier cities are more saturated, and the 234-tier cities are full of opportunities, the current car app tentacles are not extended to these
For this year is very hot on the car wash, maintenance and repair, not very optimistic, because the short-term can be on the scale, but there will be a ceiling, because the line is heavier. Specifically, the car door-to-door service, limited by the road time and the number of technicians, a team can do less than a day of orders. In fact, a lot of on-site maintenance and repair shop can also do, but at present, 4S Shop is also attracted by high profits, there is room for survival, so less shot, once shot, 4S shop can also provide on-site maintenance services for several kilometers, and 4S shop to do the surrounding second-hand car maintenance, have their unique advantages.
After the car market is still booming, the current emerging project business model is generally not mature, are still in the exploration and development, there are many opportunities, of course, to win, the team needs to perform super strong.
3. Vertical Social
This year there will be more and more vertical social, it is possible to have a good model, will also do more and more, mainly to see from which point, the product design.
Because the acquaintance social has the micro-letter, therefore currently does not have many opportunities, but although the stranger social intercourse has the Mo mo, but in the vertical domain, also has many Mo solves or is not suitable solves the demand.
Now there are a lot of vertical social derivation of a lot of play, areas including campus, nightclubs, white-collar workers, comrades and couples.
As for what the vertical areas are not covered, temporarily difficult to say, to see the specific products and patterns out, but this area is a chance.
4. Vertical Electric Dealer
Based on the community, fine operation of the vertical electric operators still have a lot of opportunities, with the help of acquaintances and the establishment of a half-acquaintance model of community marketing.
Taobao-like shelves are not suitable for small startups, because it is too difficult to open a store to get traffic. As long as the community-based electric dealers have a good business and have a unique fan base, there will be a higher threshold, but the operational capacity is very high.
For example: "Crazy Honey", it is around the United States and young women to do online business under the line of Community power, online to build a fan group and offline to do the club, the public to raise beauty shop, sales high-end light luxury goods.
Vertical electric Business Competition is very fierce, also difficult to do, because the beginning of zero flow need to find traffic, so more value from a small point of entry, through the brand of fans to achieve Word-of-mouth legend, to build barriers to the project.
5. Game
Because the background of the partners, there is no doubt that the game is the advantage of rich capital, with strong resources, so the current investment is a number of games of high quality projects, will be able to quickly mergers and acquisitions, see achievements.
The current bullish game is based on CP content, while also looking at some games around the project, including gaming social, video and distribution trading platform, value the ability of the team past.
In fact, the game is a sustainable focus and investment in the field, like the film, there will always be a very good project to come out. This industry will always be active, is a close to the money industry. But because the threshold of the game is not very high, the game itself to update quickly, a game company to continue to launch a popular product is very difficult, so in the game area, mergers and acquisitions opportunities will be many.
6. Intelligent Hardware
In general, smart hardware is still in its early stages. Some famous smart hardware projects, including Google Glass and all kinds of bracelets and smart watches, are not really a success to me.
The reason is that the demand is not rigid enough to form the stickiness of continuous use, while many of the domestic intelligent hardware team is often intelligent and intelligent, but a lot of home equipment connections, sound cool, in essence relatively chicken.
However, the interconnection of all things must be a big trend. Only now based on intelligent hardware so-called custom connection, the middle step is still too much, its control system is not intelligent and miniaturization. The true ultimate experience in the future should be achieved by voice, gesture or holographic display.
7. O2O
O2O door-to-door service or in the pilot phase, the concept was very hot last year, there are many projects to get angel investment, but are in the initial stage, it is not good to judge what will eventually.
Door-to-door service is mainly based on nearby, the biggest bright spot is to solve the convenience of demand, but "consumption frequency" is the most concern investors. Applauded investors value the convenience, and the failure of the investors worry about the frequency is not high, so they are balancing the relationship.
(Responsible editor: Mengyishan)