In 2021, it was a new year of the new business change, and the Internet bonus tended to disappear.
Many people are sigh, and even bytes are hanging by users, and the mobile Internet is hard to create new miracles. As a result, the Internet giants quietly implemented open source and throttle measures, \”optimized\” and \”last elimination\” became the keywords of the Year of the Year.
At the same time, the implementation of the anti-monopoly law, the island effect of the mobile Internet is being released; the introduction of the personal information protection method also is also the most important revenue engine for the Internet – advertising business There is a major impact; the labor protection law is more concerned about the welfare treatment of Internet service personnel such as underlying workers, takeaway, and express delivery.
These variations have deeply affected the 10-air entrance industry in 2021: community group purchase, instant purchases, small face, low wine, Yuan universe, live broadcast, script kill, detachment Show, Web 3.0, hard technology … Among them, the wind entrance of community group purchase and live band is a second rise, but it has encountered the industry of Waterloo, and the 7 major industries such as the script, low wine, etc. have been turned off.
In 2021, stocks have become the subject of innovation and new old kinetic energy conversion, which industries are worth paying attention?
Why is the new concept of cut leeks?
The metamorphic has been played.
In 2021, the most popular concept in the Internet industry is \”Yuan Universe\”, what is the Yuanhe? Accurate definition is to use technological means to link and create, mapping and interacting with real world, digital living space with new social system.
In addition to this universe, there is still a concept called \”Web3.0\” recently, and it is considered to be \”readable, writable. A new generation of online media.
As a set of VR, AR, block chain, etc. However, these technologies and concepts did not really mature, and \”there is no longer enter the Yuan Cosmic era\”, but it seems to be extended in the Internet.
For example, Baidu’s Yuancosted product \”Hiya\”, \”Pico\”, etc. At the same time, many gray black procedures are also influenced, and the concepts such as Yuan Universe have become a carnival of cutting leeks, and the Yuan Universe is also playing broken by people who cut leeks.
In addition to this previously exploded 10 days of income of 1.6 million yuan, a new cut leeks have recently appeared, that is, the virtual property in the universe of the speculation. According to a \”Yuan Cosmic Sweeping House\”, the Yuan Coso Fried House is very hot abroad, the highest placeThe record can be 4.3 million US dollars, equivalent to approximately RMB 27 million. Previously, the star Lin Junjie said that I bought three virtual land in the Yuancai game Mana, which took about $ 120,000.
Due to the popularity of foreign countries, many similar projects in China have appeared, such as rainbow universe, Datang universe. The price of the house is dozens to hundreds of dollars, and the purchase of the land needs to be drawn, and the platform will pass the way to get the right or platform registration, the qualification code is about dozens of yuan, some people sell qualifications Code, more than one day revenue can reach more.
In addition, the houses of these platforms can be given, which also makes a lot of people who have the first batch of houses, can earn money in the secondary market by improving the difference. The person said that he earned 20,000 yuan in the past few days, and the large manager estimated more. At present, the rainbow universe has restricted the relevant functions, such as suspending users to modify mobile phone number and presentation, to limit the speculative housing business of speculative molecules, but the person said that they are ready to transfer other platforms, continue to fry the room, There is a big man who takes the discord.
Inspected that this virtual Yuan cosmic product has a risk, why there are so many people to influence in.
Mainly because of the concept of Yuancai, most people understand the wind of making money, there is a possibility of speculative. The dealer uses this anxiety and speculative psychology, packing all new concepts into high-yield products, sold to green oil, leeks.
The metamorphic or concept is in a perfect process, concept and jarner than the actual application. It is undeniable that the Yuan Universe will play a positive role in the Internet, but for most people, the current Yuancosian is still an unknown concept, becoming the popular air of making money, and those who hang a sheep head selling dogs The incident will still happen, how to let the Yuan universe return to the right path, still need social and enterprises to guide them together.
The community group purchase has become the shortest burning talent in history
Unexpectedly, compare a bicycle, takeaway, webmark, community group buy war almost become a history The shortest burning money. Since the last year’s giant, I have spent less than a year and a half, and the industry began a big shuffle. The more serious supervision, the losses visible to the naked eye, the loss of patient capital makes the practitioners feel difficult.
In July of this year, the closure of the same trip life completely torn the shame of the industry, and the high-paying practitioners who were excavated were forced to choose their own business. At the beginning of the year, they set another horrified goal. Half year has passed, the giants are no longer crazy to pursue GMV, but hopes to increase the gross profit margin. At the financial conference call, the US Mission CEO Wang Xing and spent a lot of CEO Chen Lei had to respond to investors in the community group purchase losses.
In some people, community group purchase is the simplest business – there is no technical barrier, there is no difficulty of operation, as long as it takes some minds, you can have a small achievement. But the battle in the past year made the practitioners found that this business is more than imagination. Good at the use of capital weapons, the orange heart is very rapidly contracted, turned to the group batch business; the two \”old three regiments\”, the two people lived in the same city, they were swallowed by huge subsidies; the remaining beauty The group is preferred, buying a lot, and the naughty dishes are falling into a loss. It’s really a good year.
What is the core competitiveness of community group purchases? Is it capital? Is it an operation? Is it a supply chain? At this point, you should consider a clear question and have no answer.
It can be determined that any one of the tracks is not sufficient funds. In this respect, the big factory seems to have an advantage than the entrepreneurial company. However, as the prosperous entrepreneurial company has not been integrated for 5 months. Next year, I will wait for it will be a more difficult fancy, in order to fight Ali, US group, and three giants. This war will be a battle for community group purchase decisions.
In August 202, the US Mission has quietly added \”delivery home\” option. After abandoning the \”next day\”, the US group will develop gravity from the community group purchase to instant purchases, the US group flash purchase is considered a strategic point. At the same time, Jingdong, multi-line attack in the community group purchase area, released instant retail brands in October: Jingdong hours purchase, and the US group collided on the local distribution area.
Many years later, when people recall the social group purchase war, they will be more profound, those lack of innovation in business model, there is no big breakthrough track, no Will make any company from huge walking to excellence. The Internet giants that have been mastered by large amounts of funds, talents and technology should do some more valuable things.
The surging new consumption has no new story
Drinking, eating noodles, is a power injected in the new consumption in the new consumption in this year.
The pastoral trail has been a brilliant brilliant over 100 million financing in half a month. It is still constantly refreshing the financing amount and financing pen; alcohol, but also rushing, according to incomplete statistics, this year More than 30 low wine companies have obtained an angel turn to a round, B-wheel financing, and the scale ranges from millions to tens of millions of dollars.
The big reason for the small market is a big reason. In this market, consumers don’t need to be educated, and the south has Chongqing, Wuhan Face; Northern there is Lanzhou raft, Shaanxi oil splash, Beijing fried soy sauce, this self-contained national propertyFood, there is no need to pack your own story, which has won the market in the accumulation of history.
But the story of new consumption is standardized, industrialized and scale, whether it is the top or high soup, and even the size of the same green onion is more standardized, and standardization means it can be quickly Copy and batch production, and this is precisely the capital favorite scale story.
Entered the high-end shopping center to take the land, luxurious and innovative decoration, crazy open shop, a bowl of noodles 40 ~ 50 yuan, to a certain extent, is the consumer pays a potential premium However, how many consumers can continue to support high premiums, but also a question mark.
In front of the high-end liquor giants, the low wine as addictive consumer goods, became the heart of the capital, look at the secondary market, alcohol companies, whether fundamental, valuation Aspect, or from \”doing time friends\”, investors are showing long-term growth.
But the problem is that the low-level wine threshold is not high, the so-called new consumption, the new brand is more in the options, due to raw materials, formulas, taste Similarly, the product is stronger, and loves to engage in marketing, speeding up, and finally become a \”fast food business\” of heavy marketing.
In the street shop or in the community, I have a bowl of noodles in the old store. The pursuit is a warm and familiar taste. Taking the Lanzhou raft as an example, more pay more attention to the formula. Crafts and processes, the bottom of the soup is time consuming; and a glass of wine, paying attention to temperament and character, to pay attention to fineness and warm food, can be highly standardized and industrial test, need time and consumption Answer together.
A bowl of firefighters, a bottle with a distinctive wine, perhaps is the product of the new generation of consumers, the capital, the capital uses a high-play way, Quickly slamming the consumer’s inner and taste buds, in front of being highly concrediated, there is no loyalty, brand casual can be replaced, is the price behind the chain hood and low alcohol.
\”Please have a young person\” is not good
A script, a DM, a shop, some people enter millions Some people have sorry, in 2021, hundreds of billions of script killing industry has experienced the most cutting and the most magical development cycle.
Sudden killing is undoubtedly one of the most popular functions this year. According to the \”2021 Subject Sudden Murry Insight\” report, the US Mission has shown that the Script killing market will reach 15.42 billion yuan, the number of consumers is expected to reach 9.41 million, of which super 7 is 30 years old.
Young people enthusiastically contributed to a new venture outlet. The sky-eyed data shows that there is currently more than 10,000 companies named \”Script Kill, Table Games\” in China, and the status is the relevant enterprises that are in business, deposit, movement and movement. One year this year, my country has added a new drama in the enterprise over 5900. In contrast last year, in 2020, my country’s new plays in China only exceeded 3,200.
From the regional distribution, the number of related companies in Jiangsu opents is most, over 1200, Liaoning and Shanxi are divided into two or three.
But the interest of young people has come quickly and fast, and the script kill has proven to be a good business. This year’s scriptures have been staged multi-wheel closed tide, and the number of scriptures in April is doubled, entered in October, and in the Northern Multi City Script Kill Store is shut down to the rectification of fire-fighting, vulgar content.
The script kills barbaric growth, the industry burst and industry chaos is flying, the script piracy, plagiarism is flooding; the plot porn, the vulgarity is endless; training institutions are in the name of training creators The \”harvesting leeks\”.
The script killed under policy supervision and was forced to go to the formality from barbarism. This year’s script killing industry ushered in the most strict supervision year, and the track faces a round of reshuffle. In the first-tier cities, Shanghai has taken the lead in implementing the record management of the secret room. On November 9th, the Shanghai Wenke Bureau released the \”Shanghai Municipal Scriptures\” stipulates that the drama used in the operation unit used by the drama in the opera business units need to be submitted to the City Cultural Tourism Bureau or the District Cultural Tourism Bureau Register, clarify the top ten cases that have not occurred in the script and storyline, and the four major behaviors that are not implemented by the employees of the employees.
\”Script Kill\”, \”The\” Show Show \”is always a native of carnival.
This year’s online variety \”Division\” fourth quarter of the fourth quarter, the young people pursued the offshore industry to the new high-gloss, Ya Lan, Yang Wei, Xu Zhi Sheng and other officers and show the show, The show off the showline is also unable to seek a ticket. Many people are optimistic, the spring is coming.
However, is spring true?
With the end of the \”Show Show Conference\” program, young people’s attention is preempted by new variety, such as the recent Niki Niko, which is popular, Iqiyi. Annual Comed Festival, a new traffic password. The heat of the detachment show is limited to the life cycle of the online program, once the show is over, the industry aura is quickly dissipated.
\”Dragons\” as a comprehensive four generation, program fatness is now. Douban score shows that the fourth quarter of the \”Dragon\” is divided into 7.6 points, while the previous season is 8.0 points.
123] Online shows, a lot of abundant creative ability. \”A seasonal program almost exhausted a decoction of a decoy.\” In the future, the outflow showing the outline of the line underline.
The most critical is that an industry told TECH planet, and it is difficult to say that it is a industry because it is only \”Northern Single, South Laughter\”. It is difficult to be defined as an industry. \”Too malformation, unhealthy\”. The detachment show is concentrated in the super head company, and the offshore show is very small, and the bargain is very low.
An industrial ceiling that valuables 3 billion super headers, seems to be destined, and now the out of the show industry can only be called a small and beautiful carnival. \”There is no such thing in the north, there is no bumble of the four or five lines. In addition to the north, the sinking market is difficult to roll up.
Trillow live band is looking for new survival rules
Live broadcast belt became the epidemic The industry’s \”life-saving straw\”, the whole industry is also broken in just a few years. But enter this year, live bubbles began to break, the market is no longer \”myth\” live broadcast, returning to rationality.
Last year, live broadcast was given too many expectations, star live, variety live, live interaction, etc. Last year, 618, Taobao launched 300 stars into the slogan of live broadcast, builds Liu Tao, Wang Han and other star live models, Jingdong also staged hundreds of stars gathered together. This year, more actors, singers, and host become a full-time anchor, but more in the live broadcast of \”9 9 包邮\”, staged and brand-shidding drama. Star live is no longer as high as the platform packaging last year, but instead, the stars are broken in the live stream.
From the stars, it can be seen that live broadcast of \”people, goods, fields\” is still returned to the logic of e-commerce. The essence of \”live broadcast is a tool, channel\” began to be accepted by people.
At the end of last year, Singba’s \”flick bird’s nest\” turned to the incident, many of the operations, MCN institutions, started to personally finally, will hope no longer Red anchors, but try to self-broadcast. Hongxingrk, bee flower, La Chapel and other traditional brands, this year relies on live goods and then fires.
The story of the brand \”dead\” is still staged, but I want to be the next Li Jiaqi Weiya has a chance.
There is no doubt that \”strict supervision\” will become keywords in this year. The start of this supervision is an awarded agency that has had very high voice.
From November 22, the 19th day after the tax-leaking tax, I apologized, Taobao, TaobaoLive TOP3 headbands, the main broadcast of Sydney, eventually waiting to the title, closed shop, disappeared ending. Snow pear incident is only a beginning, \”tax\” will become the near future of the live industry.
Taobao live TOP1 and TOP2 headband aquary, Li Jiaqi and Viria, despite not exploding tax problems, Double Eleven Ou Leya price incident is also a \”foundation\” . The era of head anchor has an internative voice is being done, which also means that the entire industry gradually returns to normal operation cycles.
There is no chance to live goods in live goods?
The answer is negative. As a new way of transition, live band is still attracting players to enter. \”Toy is fast\” three-footed pattern seems to have been formed, but this year’s B station, bucket, and Douban and other emerging platforms are still eager to try. New Oriental, Gree is also happy.
At the end of this year, the Ministry of Social Security, the Central News Network Office, the State Bank of China jointly issued the national vocational skill standard for Internet marketing, and the aquatic the anchor officially became a new profession. This means that the aquare anchor will also develop in the direction of standardization and regularization. At the same time, this is also released signal – live band will enter the right track.
How far is the hit hard technology in the capital
When the market value of the stock market value, from \”Mao Index\” \”Ning Index\”, is conducted to the wind direction of the market, so that hard technology companies have become fragrant.
On 3 December, the new energy giant Ningde Times wholly-owned subsidiary Sichuan era was recruited in Yibin, the situation of live people in the mountains, as if the Spring Festival is general. It is said that the young people are not willing to enter the factory, but the Ningde era makes the young people. It is reported that because this Ningde (Sichuan) era is treated in Yibin, second only to local country-owned five grain.
The reason why Ningde Times can recruit workers in high salary, and they are also hot in the secondary market. In the past three years, Ningde Times and Rhuri Shares have risen by 780%, although Guizhou Moutai has risen by 300%, but the rise in the rise is no exaggeration in the new manufacturing enterprises such as Ningde Times. Behind the stock price has skyrocketed, the Ningde Times has been placed in the increasing capital of 58.2 billion yuan.
The dispute is the purpose of its operation and does not change the essence of \”sucking gold\” in Ningde Times. After the new manufacturing enterprises such as Ningde Times are hot, they are the logo of domestic capital and market more concerned about \”hard technology\”.
Not only in the new energy field, in the newly stored vehicle field, the second-line trails of Weima, which, the heavens, etc. have been obtained, but the order has been stopped in 2021 (that is, selling release) Extremely, according to internal news, 4 new cars are being developed, continue to seize the market. VC also continued to gamble the next \”小 理\”, plum flower venture capital is an ideal, and investing in Niu Chuang car, and the founder of 2 new car companies in the business is surnamed Li.
Li Bin, Ideal, Ideal, Li Yisheng, Niu Chu Chuang, \”New Energy Products Why is the advantage of Li Li, possibly because of lithium (Li) battery\” The plum blossom induction of the creation of a circle is called. Wu Shichun laughing.
The chip is the same as the car, which is the domestic hard technology short board, and now also ushered. On December 14, OPPO also released the first self-developed chip-designed for image processing NPU. Little knowing is that the advanced director of the OPPO chip product has been secretly tears after going to the stage. The second year of study, finally broke through the chip field, and the feelings of ginger are also vivid. Moreover, OPPO is expected to launch a self-developed ISP chip in 2022 in 2022.
From the NPU and other AI chips, many companies are developing to the fields of GPU and CPU.
In the industrial sector, industrial robots, construction robots, logistics robots, etc. are gradually commercialized. In November 2021, Jianji Technology and the big robot completed a new round of investment, one of the investors told TECH planet: \”It is not financing time, but the investor finds that the building robot is mature, it will compete for layout
At the consumer end, the smart speaker has not yet ushered in popularization, but the field of fitness mirror, sweeping robots is still concerned. Of course, there is a foam discussion in the fitness mirror of the start price of more than 2,000 yuan, and the market value of over 100 billion.
With 33% net profit margin, the development of the first enterprise of Asian market was promoted to the development of the first enterprise of Asia, and the long-term value of hard technology has not been fully excavated.
Today’s market capital can quickly push a new industry, and will have a lot of followers to enter, one aspect China’s intellectual property protection needs to be improved, on the other hand capital needs Management and constraints, if the capital is crazy, the final market will be jailed everywhere. This situation is not common in foreign countries, probably this is also a Chinese character.