Source: Tech Star (ID: TECH618) Author: Yang Xiahe
In 2021, it was a year of new business major changes, 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 has a major impact on the most important revenue engine – advertising business of the Internet; labor protection The law is more concerned about the benefits of the underlying workers, takeaway, and express delivery staff.
These changes are deeply affected by the 10th Torts of Variety in 2021: community group purchase, instant purchase, small face, low wine, yuan universe, live broadcast, script kill, detachment, web 3.0, hard Technology … Among them, the district 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 kill, low wine, etc. have been turned off.
In 2021, the stock of innovation and the new old kinetic energy conversion became the subject, which industries were worth paying attention?
Why is the new concept of cut leeks?
The Yuan universe 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, can have a new generation of network. media.
With the supporting VR, AR, block chain, etc., as a gathering place in the Yuan Universe, Web3.0 concept, has also been popular. 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 the previously burst of 10 days of income of 1.6 million yuan, a new cut leeks have recently appeared, that is, the virtual property in the speculation in the universe. According to a \”Yuan Cosmic Fry\”, the Yuan Coso’s root is very fire abroad, and the highest record can be 4.3 million US dollars, equivalent to approximately 27 million yuan. Previously,Star Lin Junjie said that I bought three virtual land in Yuancai game Mana, which took about $ 120,000.
The person revealed to Tech Planet, due to the hot, so that many similar projects in China have appeared like the spring bamboo shoots, such as the 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 house 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.
I know that this virtual Yuan cosmic product has a risk, why there are so many people to influe capital.
Yuancosian, whether it is behind the technology or concept, is in a perfect process, concept, and head greater than practical applications. 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.
Community group purchase became the shortest burning money in history
Unexpectedly, contrasting bicycles, 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 this year, the closing of the same trip life completely torn the shame of the industry, and the high-paying practitioners who were excavated were forced to choose again. 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 the CEO Chen Lei had to respond to investors in the community group purchase loss once.
In some people, community group purchaseIs the simplest business – there is no technical barrier, there is no difficulty of operation, as long as you spend some mind, 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 2021, the US Mission has quietly added \”home delivery\” 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 models, there is no big breakthrough track, will not make any company from It is huge 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 the 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.
What is the cause of the small market hot and high-quality capital is that in this market, consumers don’t need to be educated. There are Chongqing, the south, Wuhan hot dry noodles; Northern Lanzhou ramen , Shaanxi oil splash, Beijing fried soy sauce, this self-contained national attribute food, no need to pack its own story, is a popular 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, standardization meansIt is possible to copy and batch production very speed, and this is precisely the standard of capital.
Entered the high-end shopping center, luxurious and innovative decoration, crazy open shop, a bowl of noodles 40 ~ 50 yuan, to some extent, consumers pay potential premium, but how much consumption 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 threshold of low-quality wine is not high, so-called new consumption, more new brands are more options, due to raw materials, formulations, taste, product homogenization Serious, and love to engage in marketing, speeding up, and finally become a \”fast food business\” of heavy marketing.
In the street shop or in the middle of the old shop in the old shop, you will eat a bowl of noodles, the pursuit of warm and familiar taste, taking the Lanzhou raft as an example, more complex process and process, soup It is time consuming; and a glass of wine, paying attention to temperament and character, for the fineness and warm food, can have a highly standardized and industrial test, need time and consumers to answer.
A bowl of smoke-fired face, a bottle and distinctive wine, perhaps is the product of the new generation of consumers, and the capital uses high-playing way, quickly slamming the consumer’s heart. And taste buds, in front of the industrial cuisine, there is no loyalty, and the brand will be replaced by the chain and low alcohol.
\”Please have a young person\” is not good
a script, a DM, a shop, some people enter millions, some people have a bloody, In 2021, hundreds of billions of script killing industry experienced the most cutting and the most magical development cycle.
Script killing is undoubtedly one of the most popular entertainment methods 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 the Jiangsu script-related enterprises, the number of more than 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, the script piracy, plagiarism is flooding; plot porn, vulgarity and other status are endless; training institutions \”harvest the leeks\” by training creators Reality.
The script killed under policies and supervision. 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\” Drop Show \”is always a friend of the 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 \”Division Show Conference\” program, young people’s attention is preempted by new variety, such as the recent Niki New Variety \”One Year of Comedy Competition\”, The shuttle show is 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 has been 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.
Online shows a lot of overdraft of the creative ability of the offshift show. \”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 valuable 3 billion super headers, seems to be destined, and now there is 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 Belids to find new survival law
live broadcast Become a \”life-saving straw\” in all walks of life, the entire industry is also short Break trillions in a short period of time. 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, you can see that live broadcast is still logically logic around the \”people, goods, fields\” or returning to 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 \”fake bird’s nest\” has been turned on, many of them have been operated, and the MCN institutions have begun to personally, they will not be hosted in the net red anchors, but Try the brand 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 become the next Li Jiaqi Weiya has a chance to be embarrassing.
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 evasion tax, I apologized, Taobao live TOP3 headband, the first year of the year, finally 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.
And Taobao live TOP1 and TOP2 headband aquary, Li Jiaqi and Viria, despite the failure to explode, Double Eleven Ou Laiya prices are also enough to move its \”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 the 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.
In addition, at the end of this year, the Ministry of Human Resources, Central Websites, State Radio and Television AdministrationJointly issued a national vocational skill standard for Internet Marketing, and the aquatic aesthetics 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 hitting of hard technology in the capital
When the market value of the stock market value, from \”Mao Index\” to \”Ning Index\”, conduction To the market side of the market, the hard technology enterprises have become a fragrant.
On December 3, the new energy giant Ningde Times wholly-owned subsidiaries were 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 era can recruit workers in high salary, and it is only 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 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) Bulk, according to internal news is developing 4 and 6 new cars, 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, the ideal Li Xi, Niu Chu Chuang’s Li Yimei, \”New Energy Products Why is Li Li has an advantage, possibly because of the need to use lithium (Li) battery,\” The plum blossoms of the hand began to make a gentleman Wu Shichun laugh.
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 CPUs.
and in the industrial field, industrial robot, architectureGradually commercialization of robots, logistics robots.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% of the net profit margin of Thai Power, the development of the first enterprise of Asian market was promoted to the development of the first enterprise of Asian market. The long-term value of hard technology has not been fully excavated.
[This article author Tech Star, I. Black Horse Authorization Reprinted.If you need to reprint, please contact WeChat Public No. (ID: Tech618) Authorization, unauthorized, reprinted.]