Looking back at the long history, the development of the global economy has been driven by the interaction of productivity and production relations. From the invention of steam engines, generators, computers, to the widespread use of the Internet, the new wave of technology has dominated the adjustment of productivity and production relations, and has emerged new industries and promoted social progress.
Ten years ago, the top 10 global market capitalizations were mainly concentrated in traditional industries such as energy and finance. Now, it has been occupied by half of high-tech and Internet companies such as Apple, Google, and Amazon.
â— The Internet as a new industry has grown from listing in 1995 to several milestones in the information portal, e-commerce, search, social and shared economy. In the future, the Internet and mobile Internet will gradually develop into depth precision. On the other hand, “Internet + various industries†has become a consensus, and the Internet and mobile Internet as infrastructures have promoted the era of “Internet of Everythingâ€.
â— The Internet industry is in the ascendant, and the traditional industries are also closely grafted with cutting-edge technology. While generating new brilliance, it has also had a subversive impact on all aspects of human social life.
â— The wheel of social and economic progress will never stop, and capital has always been the driving force for the development of new industries.
So what new industries are worth looking forward to in the next 10 years? The following is a breakdown of the nine emerging industries with the most investment value, and the answer to this question.
Artificial intelligence
According to TracTIca, the artificial intelligence market will grow to $11.1 billion in 2024. Preliminary technical accumulation and data accumulation have had a significant scale effect in the past, so artificial intelligence reshapes the tide of various industries and is about to strike, and triggers a new round of investment in IT equipment.
In the next 3-5 years, the tide of intelligence will bring a tens of billions of markets. In the field of artificial intelligence, the main areas of concern in 2016 include:
1) Computer visual recognition (typically based on face recognition);
2) Computer adaptive (taking various types of robots as an example);
3) Subdivision of the underlying technical areas (such as natural language processing, machine learning and knowledge maps).
2. Augmented reality and virtual reality
The augmented reality and virtual reality industry is already on the eve of the outbreak. Augmented reality is equal to the real world + digital information. It is superimposed on the real world to display virtual objects, while virtual reality is the representation of the virtual digital world. In 2015, the total investment in augmented reality and virtual reality has exceeded 700 million US dollars, and Digi-Capital has also released a report, saying that by 2020, the global AR market will be 120 billion US dollars, and the VR market will be 30 billion US dollars.
In other words, this will be a market of 100 billion. At present, the development of global augmented reality and virtual reality industry is still in its early stage, which is equivalent to the development stage of computers in the 1970s. The supply chain and various supporting facilities are still exploring. However, the development prospects of AR/VR are imaginative, with a wide range of application space, such as production, maintenance, games, film and television, education and training, sports, design, medical care, etc., and the explosion is close at hand.
It can be considered:
Augmented reality and virtual reality will be a big billion-dollar market, with a strong momentum and unlimited potential. Vendors capable of deploying augmented reality and virtual reality industry chains have investment value from hardware devices, software algorithms, content production to platform distribution.
3. Cloud computing
Enterprise migration to the cloud is the general trend. can be seen:
1) The growth of the public cloud and private cloud market is still going hand in hand, not a zero-sum game;
2) IaaS level: It is more and more important to have a diversified business application ecosystem, such as Amazon, Google, Microsoft, etc.;
3) SaaS level: mainly concentrated in the fields of human resources, OA, CRM, marketing, B2B bulk commodity procurement, such as SalesForce, Sap, Oracle, etc.;
4) PaaS level: There is no independent giant, and the future is more likely to be extended by the IaaS giant or the SaaS giant. The domestic cloud computing market is still in its infancy, and the market cake is becoming more and more attractive.
Can predict:
1) Although IT giants such as Ali, Tencent, and Huawei have entered, the complexity of the Chinese enterprise market still has opportunities at the IaaS level;
2) SaaS level: In addition to focusing on the above several sub-areas, it is also important to analyze whether specific products and services meet the actual market needs of domestic customers.
4. Big data
The total financing of the big data industry was 800 million US dollars, 1.54 billion US dollars and 2 billion US dollars in 2013-2015 respectively; the financing events in 2013-2015 were 10, 42 and more than 50 respectively. “Big Data+†has penetrated into almost all industries, such as “Big Data + Retail†represented by Alibaba, “Big Data + Medical†represented by Lilac Garden, and “Big Data + Real Estate†represented by SouFun. "and many more.
The investment strategy in this area is:
1) For resource-based big data companies: data resources are large enough and complete, data values ​​are imaginative enough, and data mining integration capabilities are strong enough;
2) For technical big data companies: the technical threshold is high enough, and it is enough for the company to quickly form scale effect and network effect, so as to quickly occupy sufficient market share;
3) For application-oriented big data companies: The application market is large enough, and the company has good growth and achievability.
5. Robot
China's population aging problem is increasingly prominent, labor costs are rising sharply, and the overall economic structure is undergoing transformation. The rise of robots in the future and its huge market size have been recognized by major institutions.
It can be considered that in the future, whether in the short-term or long-term, the investment opportunities of the robot industry are huge, from industrial robots, collaborative robots to service robots, which have considerable market scales:
1) Future industrial robots will have strong self-learning and specialization capabilities, and will extend innovation to more subdivided fields and structures;
2) Collaborative robots can work with people and are widely used in various fields of life, which are products of “cross-borderâ€;
3) There is no upper limit for service robots. It has far greater market potential than industrial robots and collaborative robots. It can be considered that service robots for the elderly and medical will lead the development.
6. Unmanned technology
Unmanned technology is currently mainly used in the fields of drones and driverless cars. The United States Tiel Group predicts that the global drone market will increase from 6.4 billion US dollars in 2015 to 11.5 billion US dollars in 2024, and the development trend is rapid. Driverless cars have not yet been unveiled, but McKinsey predicts that the field will have a value of 200 billion US dollars to 1.9 trillion US dollars by 2025. At that time, the output value of China's driverless cars is at least trillions of dollars, and the potential is unlimited.
It can be considered:
1) With the gradual liberalization of policies, Baidu, Google, BMW, Audi and other giants have stepped up their efforts to lay out driverless cars. They should focus on leading enterprises in various fields such as automotive electronics related hardware, vehicle networking related software, and complete vehicles;
2) In the field of drones, it is important to focus on high-quality enterprises with high potential in component manufacturing and overall design segmentation and drone solution providers.
7. New energy and new materials
On the one hand, China is the largest new energy market. The development of new energy industry is an inevitable choice to change China's energy structure, reduce dependence on fossil energy, and reduce environmental pollution. On the other hand, new materials are the cornerstone of the new economy. China's rapid development in cutting-edge manufacturing such as military, high-speed rail, nuclear power, and aerospace is inseparable from breakthroughs in the field of basic materials.
The large-scale financial subsidies promote the rapid maturity of the new energy industry, which enriches investment opportunities:
1) Lithium batteries have formed a complete industrial chain in China, and the demand for downstream power and energy storage batteries is huge;
2) China's new energy vehicle market achieved spurt development in 2015, with production and sales exceeding 300,000 units, an increase of more than 300% year-on-year. It is the world's largest new energy vehicle market;
3) Supercapacitors have obvious advantages in terms of fast charge and discharge, high cycle life and high power density compared to lithium batteries, and can be widely used in urban public transportation, rail transit, wind power generation, oil drilling, port machinery and other fields.
Innovations in the field of new materials will continue to emerge:
1) The flexibility, mechanics, optics, electrical and microscopic quantum properties of graphene have obvious advantages compared with the existing materials. The future application industry spans electronics, biomedicine, military, precision manufacturing, and chemical industry;
2) Carbon fiber is an emerging material with relatively mature application. Compared with traditional materials, it has good quality and light weight. In the future, it needs to continue efforts to reduce costs and break through foreign technology blockades;
3) New membrane materials can be widely used in water treatment, waste gas treatment, lithium batteries and other fields;
4) Bio-based materials, used in dentistry, orthopedics, etc., can replace and repair the functions of human tissues and organs.
8. 3D technology
After 3 years of investment in 3D printing, 3D printing technology has entered a new stage, but the application market still needs to be broken. Experts predict that the size of China's 3D printer market will be expanded to 10 billion yuan in 2016; at the same time, the Wohlers report shows that the global market size in 2016 will reach 7 billion US dollars. If the application market can be opened, the market may break through 100 billion yuan or even 200 billion yuan by 2020. Take the medical industry as an example. It is estimated that by 2015, the market will only reach 1.9 billion US dollars.
Next, a new round of investment hotspots for 3D technology, including:
1) 3D printing special materials and process technology;
2) 3D modeling and personalized custom design software;
3) Innovative companies in the industry model around 3D printing technology (ie, the combination of 3D printing and education, medical and industrial 4.0 industries).
9. Biotechnology and Life Sciences
With the development of basic disciplines such as genomics and molecular biology, biological agents and life sciences technologies are playing an increasingly important role in the treatment: in terms of biological agents, more and more monoclonal antibodies are difficult to treat tumors and diabetes. The disease has a breakthrough effect, and the "blockbuster" class new drugs frequently appear. Of the top 10 global sales in 2014, 7 were biologics, of which adalimumab ranked first in global sales with annual sales of US$11 billion. In the life sciences, globally, the gene sequencing market from 2007 The US$7.941 million grew to US$4.5 billion in 2013, with a compound growth rate of 33.5%. It is expected to maintain rapid growth in the next few years; emerging technologies such as cellular immunotherapy are increasingly becoming important treatments.
Based on the above background, it can be considered that biotechnology and life sciences are undoubtedly the most important investment directions in the field of big health. The key areas of focus include:
1) Advanced gene sequencing and data analysis companies;
2) Technology-driven biological agents;
3) Precision medical companies combined with gene sequencing interpretation and individualized drug delivery;
4) New biological treatment methods that have made breakthroughs in technology, such as CAR-T cell immunotherapy.
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