High-tech business trends 2010

Not long ago, at a meeting, so Feng said Huaqi founder, former stresses "east of
the river for 30 years, 30 years west" is right, our country is basically a cyc
le every 30 years in 1919, representatives from the wake, 1949 , on behalf of se
lf-reliance, self-reliance in 1979 on behalf of, 2009, on behalf of self-confide
nce. Indeed, in 2008 China's first successful Olympics, China's national image t
o become more self-confidence; 2009 financial crisis, China took the lead recove
ry, the Chinese people for their own economic strength to become more confident.
Although the world economy in turmoil, but the confidence is to ensure that Chi
na could surpass the foundation and successful start.
For centuries, every "9" are often significant changes in pregnant, and the next
"0" means to a new level. For aspiring to build their own in this era were the
cause of entrepreneurs, opportunities are everywhere: the stable development env
ironment, human and capital resources, concentration, technological progress and
urbanization forces, are to this land as the world hot spots.
We have seen that in the TMT, clean energy, culture, creativity, advanced manufa
cturing, modern services, high-efficiency agriculture and many other fields, the
world's outstanding scientific personnel and management personnel are brought t
ogether to China, just as World War II the United States; and as strong investme
nt in education, the general quantity and quality of talent is still improved. F
rom a more fundamental look at the demographic changes to 2019, China ushered in
the peak of the labor force, aging, although on the rise, but the demographic d
ividend will last for about 10 years.
In the capital, China is the world's major economic powers in countries with hig
her interest rates, coupled with appreciation of the renminbi and other factors,
capital inflows will be endless. Local capital market reforms was to accelerate
the pace of the past few years, circulation, GEM, property rights trading marke
t and may launch stock index futures in 2010, will contribute to the formation o
f multi-level capital market for financing of enterprises to create better condi
tions.
The technical progress and irreversible process of urbanization will promote the
transformation of the economy, from labor-intensive to a knowledge-and capital-
intensive restructuring, the production power to a consuming country from the tr
ansformation can be expected that this will promote China's continuing strong mo
mentum growth in 20 years.
With the accumulation of talent and capital, economic restructuring will bring t
remendous business opportunities, whether TMT, creative and cultural industries
such light, or equipment manufacturing, agricultural, biomedical and other long-
chain, integrating a slower period of heavy industry in 2010 and the future 5 ye
ars, will undergo a complete industrial chain from the commercial value and then
to the mature stage of the outbreak.
In such a great process, we have reason to believe that entrepreneurship will be
come faster and more widespread, eventually become the norm, entrepreneurship, i
n-depth the whole country.
1. Low-carbon economic opportunities
Wen / Cheng Yuan
Read the Copenhagen climate conference dignitaries quarrel, we can not help but
ask, in the end of this General Assembly without results have anything to do wit
h us? Why attract the attention of the world? In fact, the General Assembly ende
d without result because the great benefits is difficult to achieve concerted ac
tion game comments, the interests behind this chess game, will profoundly affect
our future lives. To Europe soon to start levying a "carbon tax" in terms of (F
rance has been the introduction), our products export to Europe soon met with ob
stacles, it is likely in developing countries such as China will be forced to im
pose such duties, the impact of hedging, which may have to respond to our water,
electricity and other living costs.
Anyway, the whole world the way towards a low carbon economy is an irreversible
trend. Premier Wen Jiabao's speech in Copenhagen has been stressed that China ha
s a renewable energy power.
The next five years, national investment in clean technologies will not reduce t
he momentum and scale, and China even more than the United States. According to
the Breakthrough Institute and the Information Technology Innovation Foundation
released a report two organizations, in 2013 China, Japan and South Korea's clea
n technology investment totaled 5,090 billion U.S. dollars, of which China has s
et aside 1,770 economic stimulus billion, As with the development of green proje
cts (including the use of electric high-speed rail EMU); contrast, the United St
ates in the same period was 1,720 million U.S. dollars of investment, if the imp
lementation goes according to plan, to be slightly less than U.S. investment in
China. This is just the Government's investment, usually leveraging commercial i
nvestment will reach several times or 10 times, it would mean trillions of dolla
rs of industry will be formed in the next 4 years.
"Landscape" is still
Out of the economic crisis, the global PV industry began to recover, on behalf o
f a new generation of thin film solar photovoltaic technology became an industry
, a major highlight recovery. Leading enterprises in the United States Global Th
in Film Solar First Solar, said recently that its 2014 plan cadmium telluride (C
dTe) thin film solar cell module manufacturing costs per watt will reach 0.52-0.
63 dollars. Compared to the current $ 0.93 per watt, the cost reduction of about
30% -40% conversion efficiency from the current 10.9% to 12.5%, increase of 1.6
percentage points.
Shi Zhengrong, Suntech Chairman, said: "With the help of nanotechnology, the fut
ure conversion rate of silicon can reach 35%. Ruguo into large-scale commercial
production, will greatly reduce the cost of solar power." And Hua Guanguang Powe
r CEO said Peter Zhou, the company's CIGS (copper indium gallium selenide) cells
has been done in the pilot 20cm ¡Á 20cm stage. Of course, CIGS real industry, it ta
kes time, but considerable progress has been made indicates that thin-film solar
is the way to go through the. Meanwhile, a physical method to improve the way t
he conversion of photovoltaic cells, such as solar tracker, also has not a small
market.
Overall, clean technology is currently the most talked about in the field of ren
ewable energy, solar, wind, biomass, rapid development of the first two, the thi
rd class of bio-energy not yet commercially available. Opportunities for solar e
nergy depends on the next phase of the domestic market, including Suntech, inclu
ding the present, many enterprises are lobbying the government to expect solar p
ower tariff subsidies to lower down by a certain lobby should have been continue
d for a years. The cost from the business point of view, the reduction of polysi
licon raw material prices force companies to shift from a single domestic market
for export factors.
Although wind power still has not fully implemented a number of independent core
technology, but the more pressing problems and opportunities, is already comple
ted a large number of wind farms to the electricity to the grid, so flexible tra
nsmission management and its regulatory role energy storage technology has becom
e an investment hot spot over the past year, the future still have a chance. Suc
h as the Tsing Capital investment was Price Waterhouse the three, is engaged in
power transmission equipment, flexible management of R & D and production.
Strong and smart grid
Solve the scheduling problem of clean energy access and the key is to build the
smart grid, and to promote the application of the flexible transmission system w
ill first. May 21, 2009, the State Grid Corporation in the "2009 International C
onference on UHV transmission technology," presented called "strong and smart gr
id" development plan. The plan, three-phase promoting strong and smart grid cons
truction: 2009 to 2010 for planning the pilot phase, focusing on planning, devel
opment of technical and management standards, in the critical technology develop
ment and equipment development, and various aspects of experimental work; 2011 t
o 2015 for the construction phase, speed up urban and rural high voltage power g
rid and distribution network construction; 2016 ~ 2020, a unified strong and sma
rt grid.
This engine is the core of the Smart Grid a total investment of 6,330 billion yu
an of special high-voltage circuit, which will bring ultra-high voltage transfor
mers, reactors, circuit breakers, surge arresters, ask porcelain, special high-v
oltage switchgear and other aspects of market demand. Another important part of
the intelligent investment in the network, a total of 7,260 billion yuan, and it
s goal is to achieve automation of the grid, which is to establish the significa
nce of the smart grid, which includes information platform, automation system, s
tability control system, flexible AC transmission, substation automation systems
, microcomputer relay protection, distribution automation systems, power managem
ent collection system.
Huge investment in the smart grid, the industrial chain is very long, the existe
nce of many electrical equipment manufacturers, communications solutions provide
r opportunities, such as China needs the substation had only more than a million
smart meters is 3,000 million units to 5,000 million units with the needs. Howe
ver, start-ups reminded that this is a central enterprise monopolies, private eq
uipment vendors may have to do any preparation for the acquisition by state-owne
d enterprises, because the ultimate purchaser in this industry is only one or tw
o power grid companies, if it is only for power grid industry equipment, the acq
uisition is actually not a bad thing.
To achieve automation of all aspects of the whole network after the network to h
ave a very strong compatibility, greatly conducive to wind energy, photovoltaic,
nuclear, geothermal, tidal and other renewable energy dissemination and use, th
at is for distributed renewable energy The system creates the necessary conditio
ns, while giving the flexibility of end use of electricity, which will help elec
tric car charging stations supporting the popularity, or even to use as a commun
ication network, is equivalent to the construction of another broadband Internet
.
"Ten thousand city car" on the road
Sino-US energy investment in BYD, BYD said to have been to do with lithium iron
phosphate battery energy storage to the United States direct supply of renewable
energy power plants, which verify the above road map for the development of sma
rt grid, distributed generation and energy storage will be developed, in part, l
aying the groundwork for the electric car charging stations. However, this can n
ot help but let the public doubts about whether electric cars are a concept of S
ino-US energy investment.
Of course, doubts do not have too much, "Ten thousand city car" program has been
implemented in China in 2010, will see electric buses and taxis on the road. Fi
nally, of course, more than 10 cities, but also more than 1,000 cars, many citie
s have electric cars on the road, but did not count into the plan. At the same t
ime, precisely thousands of vehicles are not simply referring to pure electric v
ehicles, hybrid vehicles have also some nickel-metal hydride battery technology
for electric cars, rather than lithium batteries. But most automotive and batter
y manufacturers have been focused on the technical route to the direction of lit
hium batteries, pure electric cars to the road, in the end until what time, do n
ot have conclusive. Course, there are doubts about the technical aspects, becaus
e the world is the first time from the laboratory for electric cars, mass produc
tion, the consistency of the battery, drive motor chip problem, even thousands o
f engineers, BYD, research and development work around the clock , it is difficu
lt to solve all the problems.
Lithium iron phosphate battery material production, Tianjin, Stellan production
company currently in the country to do the first, but the general manager, said
section of the town of loyalty, self-comparison of soil-building machinery and e
quipment, look a bit simple, affecting the company and the cooperation of some b
ig auto companies, especially foreign visitors the feeling bad, a lot of energy
to be on the future transformation of production equipment and improve quality.
Duan Zhen Zhong also said that the preparation of lithium iron phosphate by larg
e manufacturers in fact does not rule out the possibility of mergers auto makers
, because auto makers are still in a strong position, but the real mass producti
on of electric vehicles, the demand for materials is very high, M for the car fa
ctory more appropriate. In the drive motor, the chips will be the emergence of a
nice new business, but the battery manufacturing, in particular lithium batteri
es, invest in higher threshold, the traditional battery companies have an advant
age.
Back to electric cars, even if all of its core technology solution, and to enter
the market, at least twice the equivalent price of displacement of the car, thi
s reality will lead to car manufacturers will not rashly court death reached the
market. BYD even within that there is no direct subsidies to individual consume
rs put the electric car to market, the end result is a car are its competitors.

Information related to domestic subsidies for car manufacturers, how in the end
make, supply who have not discussed the consistent results, and some say the tec
hnology is good to see someone, but the technical quality before mass production
in large-scale difficult to tell if Energy production is also no technical prob
lems. The final issue of subsidies into the first, the chicken or the egg of the
debate. The local Government to the local auto companies in a variety of subsid
ies and incentives, may lead to the formation of the future of electric car comp
anies carved out geographical market situation. While some cities have introduce
d electric cars for consumers to purchase subsidies, but really want electric ca
rs on the road home, ranging from supporting charging facilities built, full of
subsidies in place, is unrealistic, the city also have this condition , so it wa
s really electric cars up the domestic market, may also see 4,5 years later. For
eign individual cities have such conditions, but the market is not so easy, I ho
pe there is Warren Buffett to help, BYD can open the first of its kind.
2. Anti-cycle of modern agriculture
Text / Qu Lin
Since the global financial crisis, as "anti-cycle" of the typical, modern agricu
lture and consumer services as the investment community once the meat and potato
es. In 2009, the public disclosure of investment in the agricultural sector to t
he incident involving the planting of fruits and vegetables, livestock breeding,
dairy products, seafood production chain of agricultural machinery, agricultura
l products and other fields. Sichuan Yoshimine agricultural listed on the GEM, t
he investors behind Jiuding kun wu Investment Management Limited ("Highlights In
vestment") was pushed front, Jiuding Investment has also invested a hundred fore
ign seafood Fuzhou Limin Food Co., Ltd. and Chemical Co., Ltd. and so on.
"In 2010 we will focus on modern agriculture and consumer services, will be ridi
ng out the chemical, food operations per foreign market." Jiuding Investment CEO
Zhao Zhongyi said. Modern agriculture and consumer services that are of interes
t not only Jiuding investment. Today, capital, innovation and investment in Shen
zhen, Fortune Venture Capital, TechVentures, dominant capital, SAIF, KKR and oth
er investment institutions have expressed on various occasions, the next two to
three years of modern agriculture and consumer services of interest, and has Man
y investment case.
"As China's urbanization process and the birth of a large urban consumer populat
ion (according to the China Academy of Social Sciences May 2009 release of" Urba
n Blue Book ", as of 2008, China had 607 million urban population), they are int
ended for better lives pay a premium quality, which will inevitably bring direct
services to these urban population of modern agriculture and consumer services
industry chain of the large-scale development. "Zhao Zhongyi said.
"Great base" era
At present the products of many agricultural enterprises are collected from farm
ers, the "company + farmer" mode. Although the exemption for the enterprise of p
lanting and breeding of supervision, but the same disadvantages of this approach
is clear: the interests of companies and farmers can not reach the same farmers
as a "seller" is inevitable as the market price; in Sudan, melamine and other e
vents, you can not before processing to ensure product quality, means that the f
ood safety control, problems of the business means disaster.
Upstream side in the control chain, in recent years, "company + farmers" improve
d form "cooperative + farmer" or the "company + base + farmers" in the form, usi
ng anti-rent Daobao the farmers hired as the company's employees, according to t
he standard cultivation and breeding. China Lee Lung Group, Mengniu Modern Dairy
(Group) Co., Ltd. (hereinafter referred to as "modern animal husbandry"), Inner
Mongolia milk Joint Science and Technology Co., Ltd. (hereinafter referred to a
s "milk Associated Press") and other companies "for the company planting and bre
eding "model can effectively solve the" to sell products to the company, "the pr
ocess of quality problems.
Fortune Venture Investment Officer Fu Zhe width is that individual farmers will
be loosely organized and output monitoring, although it can guarantee the source
, but also of the implementation of stronger, but in the future, China's agricul
ture is likely to with Western countries to large farms and base-oriented.
The end of 2008, the world's largest private equity fund KKR to invest $ 100,000
,000 of modern animal husbandry, the modern way is to build large-scale livestoc
k farms, dairy farming unified management, and milk for the milk problems Associ
ated Press The solution is to allow farmers to cow "shares" to milk the Associat
ed Press, carried out in the community farming areas, each divided into a fixed
post-harvest.
"Milk Union of loose-style farm like shape, a transition meaning, but in China w
ill appear after the implementation of the scale of land transfer, specialized i
n agricultural farming and plantation companies and therefore are more optimisti
c about the 'modern animal husbandry' model." Zhe Fu Wide said.
The United States, Australia and other countries represented by the agricultural
sector, usually in the thousands or even thousands of acres of hectares of farm
-oriented, have a special planting, management, harvesting companies to carry ou
t care, professional and meticulous division of labor.
Organic farming for the "big base" demand more apparent. From the beginning in t
he 80s, the rise of organic agriculture in China, but the main consumer markets
in Europe and the United States, although China has 2.1 million hectares of orga
nic certified area, organic agriculture is still highbrow. Zhe Fu, wide view, or
ganic agricultural products is directed at the current high-end market, price is
no problem, the real test is the establishment of trust, the only way is to bas
e large-scale, cross-regional base of the cultivation, promotion of the time wil
l have sufficient credibility.
Agriculture FMCG favored
The whole industry chain, and ultimately graft branded channels is favored by in
vestors in agricultural business model. Such as "hundred foreign seafood", "Huan
gshanghuang", "miss you" and other products, brands, marketing features to the "
FMCG" close, you can reach the user terminal, and has a good brand.
"I am personally very interested in consumer goods, types of agricultural enterp
rises. Can come to end, with the brand is very good target companies, and brande
d channels within the agricultural industry value chain, the highest." In 2009,
Fu Zhe wide responsibility for Jiangxi Huangshanghuang Group (hereinafter referr
ed to as "Huangshanghuang") of the investment, the latter from the shop 16 years
ago started a grilled poultry, the development of the country has more than 2,5
00 stores, of which 30% is owned, 70% joined in some southern rapid urban develo
pment.
"From the stability of the upstream supply, food safety control, corporate profi
t maximization three angles, at the present stage of China's aquaculture industr
y, it is best to control their own upstream." Fu Zhe wide introduction Huangshan
ghuang do is the first retail , now upstream development, upstream to control 60
% of duck meat products. And has formed more than 300 livestock, aquaculture bas
e.
Qing Branch Group Dong Xiao, vice president of finance consultants into the make
, if only a part of agricultural enterprises can not obtain more profits, such a
s the slaughter of poultry products, usually not only profitable business, but i
f it is from the feed, breeding to processing products all have, ability to add
value to stronger. To become consumer products at the same time, need a complete
industrial chain for support. Tyson Foods Co., Ltd. (Tyson Foods Inc.) Chicken
farming has many years of experience, is the world's largest chicken, beef, pork
suppliers, cooked food product sales outstanding, which is the whole industry c
hain.
St. Fujian Agriculture is the "long-chain" a typical case. Implementation of the
whole industry chain in the company, including feed, breeding and slaughtering,
also has to produce bio-organic fertilizer chicken manure to generate electrici
ty and biomass development and utilization of waste chicken sideline chain. Howe
ver, if the business is only part of the business can not resist to do each diff
erent market volatility, such as Miaoji culture, and the prices can be a good pr
ofit on a billion cases, but their short-chain products in short supply in the p
revious year, second year enterprises to increase the industry, the product of p
oor sales, industry links and even hard to recoup.
At present investors are more concerned about areas include new agricultural tec
hnology, such as those that increase production efficiency, enhance product qual
ity, technical sense of the environmental protection industry enterprise (such a
s genetically modified rice breeding, bio-fuels, etc.), organic bio-pesticide.
"Prenatal" opportunities
With the urbanization process, reduce the number of farmers turning to the big c
ities, income increased, the sensitivity of changes in agricultural product pric
es lower, while the fruits, flowers and other cash crops increased, the high val
ue-added crops to accept higher prices pesticides. Based on this background, in
particular agricultural pesticides have a steady demand, the callback fast, wort
hy of sustained attention.
On the other hand, the international pesticide industry within the six major com
panies are highly monopoly, but is made to transfer production, labor and raw ma
terials under the premise of the production line into the increase of foreign br
ands in China, China's pesticide industry in as many foreign brands suppliers. B
ecause the pricing mechanism of foreign enterprises mature, higher sales profits
, the profits of suppliers can usually be guaranteed.

Jiuding investment has just completed riding out the chemical injection 7,000 mi
llion. Lee is responsible for the project but would like analysis: "The pesticid
e industry is the country more pesticides, herbicides and fungicides business mu
ch, but compared to the other two, the development of fungicides are good prospe
cts for production." Increase in the off-season crops, In the high temperature a
nd humidity of the greenhouse crop cultivation on fungicides are higher. Riding
out the main chemical products are mancozeb, the global market production capaci
ty nearly 10 million tons, accounting for nearly one-fifth of its production.
Production of wastewater reuse, spray water recycling, waste utilization project
s and other enterprises can effectively avoid the waste water, waste pollution,
can achieve significant economic benefits from.
Agricultural resources for the prenatal circulation, Zhe Fu, wide view is that a
gricultural productivity can make a substantial increase upstream, but most agri
cultural chain management and expansion has continued to show extensive. These p
roducts need to reach each household of farmers, the higher the difficulty of ne
twork coverage, and large chain stores often only arrive at the township level,
still can not effectively face layers of the market. "If the future of the domes
tic base for big farms, then the retail will turn directly to the manufacturer o
r a wholesaler wholesale B2B form."
3.Web3.0: Real-time Wide Web revolution
Wen / Cheng Yuan
Experienced the crisis of 2008 and 2009 recovery, the TMT market in 2010 will us
her in a glorious re-boom era. By many investment banks in 2010, VC as after 200
5, following another round of market peak.
New features Web3.0
TMT fields, especially the Internet and mobile Internet is still young, technolo
gy-driven industry, to seize the important opportunity must pay attention to tec
hnology. To Google, for example, since the 2006 acquisition of YouTube, no one s
eems to shake its dominant position, but in fact it is most afraid of things (th
e explosive growth of emerging information, it is no way to search) is taking pl
ace, Twitter and Facebook represented by the outbreak of real-time information t
o capture only the static pages of information, pose the greatest threat to Goog
le. This revolution can be called the moment of the wide network of real-time re
volution, since it is following the Web 2.0, the most important changes, tentati
vely can be called Web3.0.
Google CEO Eric Schmidt about 5 years after the Internet, focuses on two things:
one is the improvement of infrastructure, the outbreak of a real-time informati
on. His reason for saying this, because Google's dominance shake who have emerge
d. The progress of the infrastructure remains consistent with Moore's Law, but f
or many people ignore. Moore's Law will promote infrastructure changes: Calculat
e the capacity of the current 10 times per second bandwidth of more than 100M, m
uch cheaper than it is now stored ... ... in this trend, major efforts are now i
nvested in real-time information and video information, will occupy an important
position in the future. Youtube actually started in 2005, Twitter was started i
n 2007, they caught the trend, and Yahoo to give up the search put the future of
a plate.
Many technology trends taking place in real-time information and video informati
on proved to become the main trend of the future TMT. Not to mention the rise of
Youtube with the Flash technology, today's Web has been the bottom of the HTML
language to support video and real-time information follow the trend. Internet u
sers do not know know, HTML is the most scalable language, is the easiest way of
Web coding, and even Steve Jobs believes that the future of mobile phones shoul
d be only a coding language that is HTML. The fifth-generation standard HTML HTM
L5 has added video editing, Web can play video, while, HTML5's Server-sent event
s feature greatly enhances the Web in real time, in addition to also support HTM
L5 Web store more information for directly more rich, interactive Web page to es
tablish a basis.
Large companies have to support HTML5, Google wave is actually a model HTML5, re
al-time progress of the leap-style people to see the trends represented by HTML5
. Really important is, Web properties change is more evolutionary level of the u
nderlying platform, no doubt the technology for the future expansion of the supe
rstructure to reduce costs.
Corresponding rise in new market
2009, e-commerce market has been very fire, in addition to several in the 3C, cl
othing, shoes and other fields for position, well, occupies a place, more and mo
re traditional retail companies and suppliers to do manufacturing companies are
entering this area, such as COFCO launched the "I bought net", Eastern Airlines
began direct sales in Taobao. The next few years, with economic restructuring, C
hina's economic growth engine, it will also switch from investment to boost dome
stic demand and expand consumption of the engine, the retail consumption growth
in the industry itself, combined with network technology, the consumption of mor
e users come into, E-commerce retail sales will undoubtedly achieve rapid growth
.
As traditional manufacturing and retail companies have joined e-commerce, there
have been some Weiqi customized service solutions provider of e-commerce establi
shment of the station, specifically to meet their needs, such as the Continental
line for the end consumer brand for B2C companies solution. The market is still
large, is still optimistic about 2010. In addition, with the games, education,
shopping and other online service providers paid directly to the further develop
ment of the payment is bound to become increasingly a force to be reckoned takin
g into account third-party payment of licenses, such as micro-credit is likely t
o release or license further expand the distribution, through the development of
online payment company for the financial consortium that may arise.
2010 is expected listing of the "Where" as has been the traditional electronic t
icket agent front end to grow up fast, but also successful examples of e-commerc
e market. It should be noted that, "Where" to use search technology and real-tim
e information these advantages of the Internet and new features, just e-ticket t
o seize the agency needs greater opportunities for front-end user traffic, such
opportunities will undoubtedly e-commerce market in 2010 with the expansion of t
he whole increase.
Jingdong, VANCL, excellence, Dangdang and other e-commerce companies are thinkin
g about is how to sell merchandise, Taobao shop who is also thinking about how t
o find more new customers to do business on the Internet has not so easy to prom
ote the early, traditional forms of advertising effects are gradually reduced, b
ecause the user information in the mask. The use of real-time information, video
and other rich media features, to the popularity of converged networks, and thr
ough the rise of e-commerce market will flow into cash. With the recovery and ra
pid growth of e-commerce market in its growth from a number of neighboring sites
only information, such as music ah net, turning west network, Amoy music networ
k, online shopping madness, Amoy, etc. to help you. Able to provide value for ne
w users. Also includes some data companies, consulting firms, and if you can int
egrate the statistical analysis of resources, and a good platform for data resou
rces, e-commerce industry is very valuable.
In the final analysis, taking into consideration the size and value of this fiel
d is the opportunity cost, who can put the cost of acquiring new users, IT costs
, logistics costs down effectively, and who have the opportunity to place, even
in some markets to achieve catch up.
New order and credit system
Facebook soon revenue growth last year, it is likely to achieve profitability in
2010, and the present data show that it is an open platform Bacheng source of i
ncome revenue split on the game. This is worth considering that this game is ess
entially split the company income paid to Facebook's game promotion expenses, th
at Facebook can have so much why the ability to promote it, because it is master
of interpersonal data, he only needs a few serious players for him social circl
es of friends Hair Feed (Facebook friends on the information), can quickly promo
te a game.
This person to person as the core, real-time information for the war has already
begun for the battlefield. Because after the change Web2.0, people become Inter
net an important source of information nodes, the user has not satisfied just lo
ok at static information, and also tend to understand the other is doing, what c
hanges are taking place in the world, this demand would account for about us usi
ng the network to meet the needs of around 40%. This is a media change. U.S. rea
l-time information search company OneRiot, has been reached on Twitter, Digg, Fr
iendFeed, and other sites to provide an update posted indexing service transacti
ons, can be seen, each are paying attention to the interpersonal management of d
ata and real-time information.
Wireless Internet consultant Wang Yuquan analysis of China Mobile's user data fo
und that 80% of the population the number of contacts per month less than 50 peo
ple, and more than 150 people each month contact the user only 0.67% of the tota
l number of users But who is this 0.67% to 80% of inactive people. Use of techni
cal means can be found in 0.67% of the nodes that figure, but how to play their
nature, these social madman used for business, in fact, this is the sort of real
-time information is an important dimension of the human dimension.

Wang Yuquan community sites that 0.67% of users should be given special credit c
ertification mark, to provide active people and their networks to match the stat
us of the spread of the responsibilities, rights and interests. This is equivale
nt to set up a social network as the core of the advertising system, only the re
finement of management, interactive marketing for all the times to come true.
Start-up companies with technical strength, can in the nascent real-time search
and real-time information, interpersonal data mining to find new business entry
point. After 15 years of Internet development, small scale organized phase (port
al) to Web2.0 no large-scale organizations, or self-organized and decentralized
(blog, SNS, Search, etc.), then the next stage, a wide range of centralized orga
nization and reconstruction center, which is the collective wisdom, will soon us
her in the Chinese Internet at this stage, entrepreneurial companies still have
the opportunity to occupy the high ground in this emerging field.
4. Neglected vertical industries
Text / Fu Morning Star
Beijing Network Technology Limited letter of silver ("the Bank created the Websi
tes") is not very high profile family of entrepreneurial companies, but in its m
ain markets in Hubei Province, it is quietly into a large number of residents an
d corporate work life. The company is committed to "wallet phone" payment platfo
rm development, and telecom operators through the platform of the dock and the b
anking system. People only need to open phone wallet services bank card to conne
ct via fixed telephone, PHS, mobile phones and other communications terminal equ
ipment dialed number, the bank card payment, phone recharge, booking air tickets
and other activities. The business users can take advantage of this feature is
quick and easy to transfer and settlement, Mengniu Dairy is the major distributo
rs in Hubei "phone wallet" of loyal users. Now, silver is believed to create the
business network across the country.
Although the business model is not fancy, but the silver record in the financial
sector telecommunications network exploration allows us to see the communicatio
ns technology to the great potential of vertical industries. In fact, in 2009, t
he mobile communications market situation after another, 3G has attracted the ey
es of most people. Running out of the major carriers out war, continued growth i
n mobile phone users have been close to 7 million.
But in contrast to the rapid growth of the market is the mobile communications i
ndustry in 2009 did not show a large area of entrepreneurship climax. Intel (blo
g) Xusheng Yuan, Managing Director of investment in China which is also not opti
mistic, he believes that the relatively closed mobile communications market in a
ll aspects of both companies already have a more mature, 3G can pull though the
overall development of the industry, but not "GSP", only Finding the right posit
ion in the segments of the company only has room for development and growth pote
ntial.
Silver telecommunications network is such a company record. In other vertical ar
eas, there are applications that provide the wireless industry start-ups. In the
medical area of concern, Adelia (Beijing) Co., Ltd. on the development of a ser
ies of routing equipment and management systems, the application for the industr
y to form a complete solution for wireless broadband coverage. This includes a s
ingle program, fees, inventory, B-pictures, X-ray films and other text and multi
media data fast delivery, scheduling health care human resources, emergency call
, the Wi-Fi voice communications, data can be kept informed of the investigation
of patients housing systems. Another venture company, Beijing Century Music Cha
rt digital technology Co., Ltd., will provide 120 ambulances for Wireless Video
Alarm return, storage, vehicle positioning, traffic guidance and a series of wir
eless emergency medical programs.

Deep plowing in the communications field for decades the original Nokia Siemens
Networks Greater China chairman David Ho said: "China has a large wireless user
base, if you can find the vertical, the market for certain types of users, its g
ood to have enough to support a business enterprise. "Moreover, relative to the
lower threshold of the personal market, the industry's market potential is far f
rom being tapped. "I did not need to do something very compatible." David Ho sai
d. In his investment in the mobile communications company, whether hardware, sof
tware, application, have a highly targeted user groups. There is a company speci
alizing in mobile solutions Public sector, "policemen across the country 200 mil
lion, which is a big market." David Ho said. Xu Shengyuan is particularly promis
ing in the field of education, educational methods through the optimization of m
obile applications, In addition, mobile commerce, mobile phone number of areas,
including cultural industries are worth mining.
For the entrepreneur, rather than rack their brains to design gorgeous end appli
cations, more attention to all sectors of life may be more feasible. Several ope
rators in particular increased competition will lead to more open attitude of gi
ants, which for the business enterprise is a good environment. At the municipal,
public security, transportation, medical and other functional areas of the city
, past hidden in the underwater e-government, public safety, intelligent transpo
rtation, medical care, education, community service opportunities are waiting fo
r entrepreneurs in 2010 to come to discover : full of gimmicks that do not aband
on the past, the actual concept, the communication technology to meet the real n
eeds of users or the industry will certainly perk up.
5. Toward the "new medical reform"
Wen / He Baorong
Early April 2009, China issued 8,500 million new medical reform program, 8,500 m
illion program to determine the medical system into the next three years the tot
al amount of medical reform. New health care reform includes four areas: rural h
ealth infrastructure, public health, urban health services and basic health care
reimbursement. These areas will enable China to achieve health care system and
the concept of "re-treatment" to "re prevention of" change. First, these changes
bring is a real medical equipment for basic needs, such as ultrasound, X-ray ma
chine, biochemical analyzer and ECG such "infrastructure" will be the focus of t
he Chinese government focus on procurement. November 2009 in Chengdu, the end of
the 62nd China International Medical Fair attracted more than 2,100 exhibitors,
there are many GE, Siemens, Philips, Johnson & Johnson, Hitachi, Toshiba, Neuso
ft and other foreign giants, which were toward the new medical change billions o
f procurement of equipment and services from space.
Qiming Venture Partners Hu Xubo Biomedical has 10 years investment management ex
perience in pharmaceutical related industries, who have a better chance that the
three major areas: one is to help improve the quality of life or reduce the cos
t of treatment, including treatment of hypertension, diabetes, cancer and other
major diseases in better products and pharmaceuticals; and those in food safety,
can help companies improve food safety; there is a class that can improve human
health and biological products.
Medical devices, but in those with higher technological content industry segment
s (such as the cardiovascular field) products, but also a hot area of investment
. Qiming Venture Partners invested in 2009 to do a drug supply chain management
company. After health care reform, will improve the efficiency of the supply cha
in requirements, the company can reduce the cost of drugs in circulation, it is
very consistent with national health reform policy. New medical reform and promo
te industrial development, the control policy of the national pharmaceutical ind
ustry, bidding and purchasing policies, new medical reform policy, vaccines, pha
rmaceuticals, pharmaceutical distribution, health, consumer goods, and other fie
lds of modern medicine are all trades. National health reform policy for all inv
estment institutions looking for investment project basis.
Hu Xubo a strong sense that the medical industry a big difference with the TMT,
TMT companies developing very fast, in establishing the size of an adequate secu
rity will always need the money before the medical profession unless it is to do
research and development company, as long as the business model established, to
the the demand for funds will not be as big as the TMT companies, and such biom
edical companies and venture cooperation in class more often than not the main p
oint of departure of funds, but the industry is looking for a strategic partner
and strategic value. Therefore, the medical industry enterprises are very low ke
y, very deep reservoirs, where an investment, have to dig to find their feet. On
ly sink in the industry to understand industry and professions, recognize that t
hey are only the first step, perhaps a few years after learning about and from e
ach other, and ultimately will have the opportunity to make investments.
October 2009, the GEM in the repeated calls in the gate opening, the first sprin
t, 20% of corporate pharmaceutical industry, the first landing of the GEM 6 Dunl
op pharmaceutical stocks are medical, red medicine , Ireland Department of Ophth
almology, Lai America Pharmaceutical, Anke Biotechnology, Hokuriku medicine, cov
ering medical devices, biopharmaceutical, medical service in different areas. Re
ad the six medical records of VC companies and found that the field of venture c
apital in this very short payback period. This will also be "tempted" VC / PE in
to the health care industry, driving a new round of a virtuous circle.
6.3G another way
Wen / He Baorong
January 7, 2009, the Ministry of Industry and Information Technology to China Mo
bile, China Telecom and China Unicom issued 3G licenses, start the mobile Intern
et industry, very lively year. Gobi Partners (the "Gobi"), Chen Xu, a partner's
views on the industry is somewhat "pessimistic," he says in 2009 the mobile Inte
rnet is a lot of potential competition in a mature market where there is no real
teeth .
However, Xu Chen did not reduce the concern of the mobile Internet. He is now lo
oking at applications such as reading directions, phone community, in addition t
o the application of these individual users, while still looking relatively larg
e number of business applications, including Pushmail, mobile security, mobile e
nterprise CRM management. "To provide mobile phone services, opportunities may b
e even greater." Xu Chen said. Because China's mobile Internet is caught before
the main consumers, of entertainment-based, consumer-oriented. Licensing in earl
y 2009, China Telecom has also entered into the market, certainly will gradually
expand the service to the business, while China Mobile is facing the new compet
ition, more companies will put an important role, because China Mobile Enterpris
e Services weak link.
In fact, China Telecom going to introduce the BlackBerry, the two sides are nego
tiating among BlackBerry customers in China can be divided into two categories,
one is to enter China's foreign invested enterprises, there is a class of large
enterprises in China. It can be seen in the wireless arena for China Telecom's c
ommitment to enterprise customers. On the other hand, China Unicom, China Mobile
has launched a phone-based information service for SMEs. Unicom began to "trans
ition" through the "fertile" full service business, providing a "package" of ent
erprise information solutions and integrated "one stop" communications services.
China Mobile has in-depth study, based on the start for the SMEs to create the
ADC (Application Data Center) service model. ADC service is based on a sound, re
latively standardized background support, you can not have the traditional OA, e
-mail, ERP, MIS and other information systems to provide mobile terminal-based h
osted application of information technology services.
At the same time, provide information services for SMEs, the three operators wil
l inevitably aggregate number of business applications, hardware, software and s
ervices provider, for the wireless Internet company, in business services will b
e more equal treatment, although the whole is very difficult. Because China Mobi
le is still in a dominant position in this period to do personal service, not on
the platform of China Mobile, China Unicom, or only on a platform of China Tele
com, the user volume is not large enough to provide business services, the start
ing point of three operators are similar, a provider of wireless services for a
company, the ability to negotiate a higher point. Before the Division poly AU, U
F, and a number of companies have Xinwanghulian active in this field, respective
ly, introduced the "gateway to the mobile phone industry", "Mobile Commerce Stre
et", "3G business district" and other information to enhance SMEs Construction o
f mobile e-commerce applications.
7. Web games: inter-face
Text / Fu Morning Star
After two years of rapid development of web games from the game in 2009, was fin
ally a member of the industry play a small role as a serious role. Although the
proportion of industry as a whole is still less than 10%, but a large number of
development companies and the addition of new games have made a separate web gam
es portal and the client formed a rival independent game market. Compared with t
he traditional online games, web game market in 2009 has not formed a strong bra
nd giant stage, the stage is still in the pack melee, plus one space for their d
evelopment and growth of good expectations, can be predicted that in 2010 there
will be Many entrepreneurs enter the field.
However, music industry representatives, one of Hong Kong Science and Technology
Co., Ltd. Hangzhou CEO Bo Chen, recently seized with an industry to make the "a
ppearance of hot, cold heart" of the evaluation. "Uneven level of product qualit
y, quality is very rare." He said. On the one hand the number of boom, one is th
e quality lacking. Although so far, due to the huge market capacity, competition
between web games is not obvious, individual flies are more comfortable, but in
2010, the situation is likely to be different.
"The situation has changed," Chen Road, Shanghai Information Technology Co., Ltd
. ("the nine-dimensional interaction") CEO Sun Yu believes that the barriers to
web games industry on the rise, small production of the cottage has not done the
game, manufacturers should pay attention now Development of quality. Jingwei Ch
inese partners also believe that, Harry, web game makers this year, product diff
erentiation should be the first concern of the content and subject matter to avo
id a simple repetition and imitation of successful works. Haikou Mobility 2009 P
ioneer Network Technology Limited ("Network Pioneer"), the highly acclaimed "Bus
iness Tycoon" is the domestic first class web business simulation games, althoug
h the R & D to the outside world is not optimistic about this subject, However,
after the release of the user's response proved the feasibility of a wide range
of topics. User groups are also worthy of further optimized, for example, some g
ame manufacturers introduced women's game for some games and social networking s
ites will be combined. The course of the game is more convenient, simple, the sc
ope of web users play online games much broader than the traditional, manufactur
ers should take advantage of this inherent advantage, so that the target market
the game more attractive to users. In the technical side, Harry has that, 2.5D a
nd 3D gaming in the pages are relatively new attempt, though whether it will bec
ome the mainstream is difficult to determine, but the game makers deserve attent
ion.
In addition to game development, and operational data for the analysis of users
in 2010 will be decided the game one of the key performance of the company. As l
ow switching costs web games, the loss rate of the user is much higher than the
large-scale online games, must rely on the refinement of user requirements to im
prove mining. It is reported that the current Pioneer Network analysis of daily
data, its quality has been close with the big gaming companies.

Information Technology Co., Ltd. Beijing roaming Valley CEO Zhang Fumao is that
the first point of marketing is to accumulate data on the focus of several level
s of data, including user staying time series, regression, etc.; second is for U
sers pay for mining, pay attention to user habits and usage; In addition, operat
ors must pay attention during the operations team and other relevant departments
within the company match. Ideally, in the product development stage, there is p
lanning to carry out operations personnel to help locate the game, gameplay desi
gn, so that the game between the commercial and artistic balance.
From the 2009 situation, can do product differentiation and operational refineme
nt of the web game makers are not many. Coupled with the inherent limitations ga
me performance, the current web games on the domestic market is still relatively
weak vitality, but the average life cycle of the client with the theme of the g
ame 1 / 3. It can be predicted, in 2010, there will be a number of games gradual
ly decline, development of web games in the just-market, old and new alternative
products, will provide a lot of opportunities for start-up companies.
8. Creative and cultural industries to pick up
Wen / He Baorong
2009, in addition to "Happy Sheep and Wolf", the rest of the performance of dome
stic cartoons are very general. "Hi Frankie and the Wolf" licensed products sale
s in 2009, is also exceptionally hot. This enthusiasm will spread to more brands
in 2010, benefiting more downstream manufacturers. These manufacturers are doin
g before the trade, not have their own brands, licensing them a way to create br
and new opportunities. Many people believe that the next opportunity will be in
the manufacturing process to produce the brand transition, OEM switch brands the
next 10 years China will be the mainstream of development.
In the U.S., a variety of brand licensed product retail market accounted for 1 /
3, Japan 20%, while China's image licensing business accounted for only 1.2% of
the retail market. According to the International Licensing Industry Merchandis
ers Association predicts that per capita GDP growth by one percentage point each
, the per capita sales of licensed products can be increased by 1.4%, to 2010, C
hina authorized the size of the business market will exceed 15 billion U.S. doll
ars, China's market is about to blow brand licensing, which production-oriented
enterprises in China will bring economic benefits of the brand at least a few ti
mes. Authorized a wide range of goods involved in the industry, there are clothi
ng, stationery, toys, cosmetic, electronic products, computer peripherals, food,
household products.
By the economic environment, the export market from 2008 was not good, relevant
line brand licensed product sales did not meet the state originally thought. Man
y content companies in the product itself, although there are potential markets,
but because the downstream partner strategy change, the companies entering the
market difficult. The more obvious is that many domestic firms in transition, or
product requirements increase, some companies even shut down, and they are the
contents of the company's downstream partners, and their adjustment difficult to
adapt to small companies. For small companies, means that the cut off of the or
iginal establishment of the network.
2009, the entire content production, including animation industry's development
speed and not expected so quickly. The industry will need more time to train and
wait, mainly because the relevant policies of both the present-oriented or so-c
alled support, and not many problems to solve industry itself, the main problem
is the industry shortage of talent, for the creation, the latter part of busines
s operations, process management is also a lack of experience, industry restrict
ions on foreign capital to enter the market hinder the good experience.

Even so, the investment partner of Gobi Xu Chen also see some of the more intere
sting companies, such as content creation company dedicated to providing the scr
ipt and other raw material of the Company. Gobi investment in the United States
had an early stage technology investment company, specializes in post-production
company or companies to do animation collaboration platform, which simply put t
heir own ideas and manpower to the platform, do not configure a lot of hardware
devices or software services, will soon be transformed into products.
Summary of 2009 Chinese creative cultural industries, which have similar busines
ses are doing supporting part, but not enough maturity, mainly because the conte
nt of third party service vendors making the demand for and recognition is not b
ig enough, as the market changes in content production companies will pay more a
ttention to these support services, then these companies around, but there will
be a starting opportunity.