Wang Leisheng, a journalist for Wen Mu's "Chinese Entrepreneurs"
Editor Jane Ma
Head Picture Photography Deng Pan
Ma Huateng once again became
Along with Tencent's board chairman and CEO was Tencent's senior executive vice president, Tang Daosheng, president of Cloud and Wisdom Industries. And they want it.
On March 31, Ma Huateng attended the China (Shenzhen) IT Leaders Summit in 2019. His speech focused on the industrial Internet. Tang Daosheng appeared in Changsha on April 2 after discussing the industrial Internet with academicians and experts in Tsinghua University on March 21, and talked about Tencent's industrial Internet again.
On September 30, 2018, Tencent announced a new round of overall strategic upgrading and organizational restructuring. One of the major initiatives is to set up cloud and intelligence industry clusters (CSIG) and embrace the industrial Internet.
This has been interpreted as a major change in Tencent's development history. Such a giant with more than 1 billion users in China and famous for its To C business such as social networking, games, music and so on, has established a business group specializing in To B business for the first time in history.
Alibaba, which started with To B business, is also extending its influence to the industrial internet. On November 26, Alibaba launched a new round of organizational structure upgrading. One of the most noticeable changes is that Alibaba Business Group has been upgraded to Aliyun Intelligent Business Group to strengthen the investment and construction of technology and intelligent internet.
Then in December 18th, Robin Li also announced internal mail announcing the restructuring of the organization. ABC Intelligent Cloud business unit was upgraded to the Intelligent Cloud business group (ACG), while carrying the artificial intelligence To B business and cloud business. The restructuring of this architecture means that Baidu has also placed cloud services and To B business at an important strategic level.
As the three most influential institutions in China's Internet industry, the adjustment of BAT and the layout of industrial Internet have directly triggered a discussion on whether the industrial Internet has become a new outlet. In such a industry where giants are working hard and entrepreneurs are flourishing, where will entrepreneurs and investors go?
Why is it red?
This is a concept that has not been clarified, and in his speech on March 31, 2019, Ma Huateng once again went back to the one that also originated from Industrial Internet.
However, in the view of many investors, the so-called industrial Internet may be slightly different from those of enterprise services and To B, but it is essentially the same thing. Compared with To C's consumer internet, it has changed from focusing on the connection between people, things and services to the connection between things, things and services in order to improve the efficiency of the supply side.
This is also not a new concept. Data show that, just after entering the Internet era around 2000, China's B2B service version 1.0 has appeared, representing enterprises are the earliest major enterprises and customer information docking Huicong, Alibaba and other companies.
And in around 2012, with China's steel, plastic and other overcapacity, especially the development of e-commerce brought about by sales channels, chains and trading transformation inspiration, making the construction of online information and trading platform into a wave of entrepreneurial boom. Start-up companies get commissions on brokering deals, the most famous of which is to look for steel nets, plastic nets, and so on.
In September 2016, Li Kaifu, chairman of the Innovation Workshop and CEO, proposed that B2B services had entered phase 3. 0, and he believed that this stage of To B services,
Li Kaifu, Chairman and CEO of Innovation Works. Photography: Deng Pan
Interestingly, one and a half years before the concept of B2B 3.0 was put forward, some people in the industry had already called out the concept of industrial Internet, which was almost simultaneous with the concept of 3.0. Both of them have almost the same connotation in essence. Through the use of big data, cloud computing and other technologies, as well as the subsequent hot artificial intelligence technology, we can get through the supply chain and provide a variety of types of services. Enterprises in different industries provide services to improve the efficiency of supply side.
Equally noteworthy is the subtle background in which Tencent put forward the concept.
In early March 2018, Ma Huateng announced that WeChat's monthly active users exceeded the 1 billion mark for the first time in the world, and Tencent's share price also soared all the way to more than 470 Hong Kong dollars around this time. The market capitalization was once as high as 4.5 trillion Hong Kong dollars (3.85 trillion yuan).
But at this time hidden worries lay the foreshadows. Behind the active users of 1 billion months, the number of mobile netizens in China reached 753 million by the end of 2017, and the penetration rate of Wechat reached 97%, which means that it is very difficult to find incremental users in China. In Tencent's revenue, games once accounted for a large proportion, but with the game version once stopped, the public opinion environment deteriorated, Tencent began to bear great pressure, stock prices fell sharply. Tencent must find new growth points.
(构词成分) 见“拮据”[jié jū]
It is questionable that Tencent chose the industrial Internet in its search for new increments, more for the consideration of company development strategy, stage and resources. For Tencent, this may be a good choice. Will it be so for other companies?
The night before the outbreak?
The two-lake capital has a variety of business, such as the mother fund and the direct investment, the president Zhang Yan five years ago in the United States to select GP in the United States, it was found that there are many funds to do to the investment in the field of To B, and the income of these funds is good, the IRR (internal rate of return) can be 20% or even 30%, and she was in the country even
According to Zhang Yan, the current situation in China is
Wang Jun, founding managing partner of Kunzhong Capital, also believes that the slowdown in consumer Internet growth has brought new opportunities to the industrial Internet.
Zhu Xiaohu, managing partner of Jinshajiang Venture Capital. Photography: Wu Yuchen
Chen Weiguang, managing partner of Lanchi Venture Capital, discloses that his organization and many investors are concerned about the track of industrial Internet. The investor who once invested in two kinds of companies, to C and to B, has his own logic to pay attention to to to to To B.
Mr. Chen is of the view that for a professional investment institution, the layout To C and To B investment are valuable,
In fact, corporate services has always been one of the hot investment tracks. Corporate services began to be capitalised in 2014 and peaked in 2015, also known as the year of 2015, according to reports quoting data from investors.
Wang Jun also felt quite deeply about the warming of industrial Internet investment.
There are also entrepreneurs who say that the industry Internet investment boom has indeed begun to affect enterprises, and companies have received more attention from investors, which was rarely encountered before.
According to CEO Fan, founder of the Iron Armor, who deals in second-hand construction machinery,
Compared to slow, another problem comes from the difficulty of paying. Zhou Wei, managing partner of founding partner Zhou Wei, once discovered that it was difficult for companies to make money from To B business in the past.
Zhang Yan also compared the payments made by Chinese and US enterprises for corporate services, and as a result, US companies spent more than 10 times more on IT in one year than in China, which directly caused the dilemma of the development of To B enterprises in the past.
Comparing to the various possibilities and explosiveness of To C enterprises, some investors say that to B project is not exciting enough.
In the opinion of Zhou, if, as in the past, the problems of connection and efficiency are repeated over the industrial Internet, there are some values, but their real concerns and hope are
Tencent, which has announced the embrace of the industry's Internet, is also in question, one of the most widely distributed arguments
when this problem is
Ma Huateng's answer means that even if it does To B, Tencent will take advantage of its incomparable traffic advantages to promote the development of To B business. After all, all To B chains must be converted to To C as the final export.
In spite of the short boards, the investment in the interview says it is very bullish on the future of the industry's Internet.
It is foreseen that, since the growth rate of the industrial Internet is relatively slow, it is difficult for the family to be large, the number is large, the need for large-scale burning of money and the like, the investment and the start-up in this field may continue to be paid attention in the next few years, but it is also difficult to become a shared bicycle, No, no, shelf, and so on.
At the end of 2015,
Two years later, at the end of December 2017, Zeng Ming, chairman of the academic Committee of the Alibaba Group, director of education at Hubin University, and former executive vice president of Alibaba and chief of staff, also predicted in a speech.
Now, will the wind of industrial Internet really blow up?