Do you know how the Chinese Internet developed into the scale it is today?
Ms. Hu Qiheng, the founder of the Chinese Internet, once said: China's Internet is not carried out of an eight-carrying car, but out of the sheep intestine trail.
Indeed, since the Internet access to China in 1994, it took 30 years for the Chinese Internet to develop into its current size. From the four portals to search, to social networks, and finally to the mobile Internet, the application form of the Internet has also evolved from a simple tool to a part of our lives.
"Medium as information", "Media as an extension of man", McLuhan's predictions of decades ago have never been more real.
In this wave of Internet rolling up, countless inconspicuous figures have taken advantage of the general trend from behind the scenes to the front of the stage: Ding Lei of NetEase, Zhang Chaoyang of Sohu, Ma Huateng of Tencent, Ma Yun of Alibaba, Zhang Yiming of ByteDance...
Some of them have declined, some are still strong, and some have successfully risen from the cracks of giants.
Looking at the pattern of today's Internet industry, it is impossible to escape the urban clusters of "north, upper, guangzhou, shenzhen and hangzhou". But why is the first echelon of China's Internet industry always them? Why don't second- and third-tier cities see rising Internet giants? This has a great connection with companies and people in the city.
01
Internet entrepreneurship talks about atmosphere, the formation of a super and many strong patterns
In 1995, a huge billboard was erected here, and the large characters on it were particularly eye-catching: "How far is Chinese from the information highway - 1,500 meters to the north."
It was here that Zhang Chaoyang got his first investment and established China's first Internet company established with venture capital funds, opening the golden age of China's Internet portals.
At this time, Sina founder Wang Zhidong also began his own entrepreneurial journey in Zhongguancun. Robin Li also returned to his homeland in those years and founded Baidu.
In Shanghai at that time, Shao Yibo and Tan Haiyin founded eBay, filling the gap of domestic e-commerce C2C, and won the title of "crown of domestic auction websites" less than half a year after its establishment.
Three years later, eBay's partnership brought eBay's development to its heyday. But what they did not expect was that Ma Yun of Hangzhou also set his sights on China's e-commerce track and founded Taobao.
At the end of the 20th century, Ding Lei and Ma Huateng also chose to resign and start a business, one went to Guangzhou to found NetEase, and the other went to Shenzhen to found Tencent.
As a result, the Pattern of Internet giants in the PC era was formed, and they became the largest portals, search engines, social software and online shopping platforms in China.
Ma Jun believes that from a certain point of view, for the first-mover advantage of the north, Shanghai, Guangzhou, Shenzhen and Hangzhou, its Internet industry and enterprise development have been ahead of all other cities from the beginning.
They not only relied on the Internet giants of that year to drive the development of the industry, but also formed an Internet industry cluster through tentacle influence, incubation and investment.
For example, Zhongguancun in Beijing has become a mecca for entrepreneurship in the later era of mobile Internet, with multiple project roadshows every day, and cafes are talking about tens of billions and hundreds of billions of business.
In other cities with Internet giants, the news is boiling over, and everyone wants to seize this opportunity.
Therefore, when other cities are still shouting Internet +, the Internet entrepreneurship projects in the north, Shanghai, Guangzhou, Shenzhen and Hangzhou have already begun to race.
From the overall analysis, one of the reasons why Beijing, Shanghai, Guangzhou, Shenzhen and Hangzhou can become a cluster of domestic Internet lies in the advantage of talents, the capital as a domestic economic, political, cultural and financial center, bringing together a large number of talents and universities, but also the central enterprises, state-owned enterprises and other traditional industry headquarters concentration, rich resources.
Shanghai and Hangzhou in the central Yangtze River Basin bring together university resources, talent concentration, and economic prosperity, so it is also the first choice for Internet companies.
As the birthplace of reform and opening up, Guangzhou and Shenzhen have a good financial environment and local policies, so it is easy to gather a large number of Internet companies.
The second reason is capital, capital is the key to the survival of enterprises, startups must have strong capital support as a backing, the north, Shanghai, Guangzhou, Shenzhen and Hangzhou in the domestic city economic strength of the ranking are among the best, so the vast majority of capital investment in these cities, in order to better attract capital effective communication and cooperation, so close to the capital market can also reduce a lot of costs for enterprises.
Under the radiation effect of giants, these Internet clusters have developed rapidly.
02
With the dividend fading, where is the future of the digital software industry?
Backstage, there are often readers who ask The Code Jun: "In which direction will the Internet develop in the future?" ”
I think the first thing to recognize is that the golden years of the Internet in the past 20 years have mainly relied on three major dividends: capital dividend, demographic dividend, and model dividend.
Nowadays, the demographic dividend has peaked, the investment environment is cooling, and the model dividend is difficult to find opportunities. Ask a question and you'll understand: How long have you not seen a new explosive app?
On the other hand, the economic pattern of internet platforms has formed, and the development of giants has begun to be restricted.
On November 10, 2020, the Anti-Monopoly Law, which has been in force for 11 years, entered the first "overhaul", and the State Administration for Market Regulation issued the Anti-Monopoly Guidelines on the Platform Economy (Draft for Comment) (hereinafter referred to as the "Guidelines"), which restricts transactions (choose one of the two), sells below cost (burn money for traffic), differential treatment (Internet killing), tying-in or attaching unreasonable trading conditions (mandatory binding of freight insurance, etc.), or is deemed to be monopoly.
This year, under the release and implementation of different policies, the stock prices of major Internet giants have fallen to varying degrees. More intuitively, there are fines from the regulatory authorities.
In April, Ali was fined a huge fine of 18.228 billion yuan, Meituan was also fined 3.442 billion yuan, and the rest of the Internet manufacturers were also "patronized" by the anti-monopoly law.
It seems that we can conclude that the era of consumer Internet and Internet platform economy has come to an end.
So, where is the future? The answer is the industrial Internet.
The so-called industrial Internet is a new technological paradigm and economic activity formed by the deep integration and application of traditional network technology and a new generation of information technology in the industrial sector.
Through the Internet, mobile Internet, Internet of Things and other information technologies to establish a wide range of connections covering all departments and links of enterprise production and operation, and use new information technologies such as big data and artificial intelligence to improve the accuracy and agility of enterprise business activities, improve operational efficiency and economic benefits.
Source: Haiyin Wealth
2021 is the first year of the "14th Five-Year Plan", and under the background of relevant national policies and industrial upgrading, the industrial Internet is bound to maintain a good development trend.
As the world's largest emerging economy, China has certain advantages in the development of the four core basics of the industrial Internet, 5G, big data centers, artificial intelligence, and industrial Internet.
Taking 5G as an example, the Ministry of Industry and Information Technology public data shows that by the end of 2020, China has built more than 700,000 5G base stations, and it is expected that by 2022, the national 5G base stations will be close to 4 million, strongly supporting the landing of industrial Internet application scenarios.
Also in the field of artificial intelligence, China's technical level, the number of enterprises and the scale of industry are in the forefront of the world.
Therefore, the industrial Internet has extremely broad prospects for development in China, which will spawn a trillion-dollar market and inject new impetus into China's economic growth.
As Jeffrey R. Immelt, former chairman and CEO of General Electric, put it:
"The Internet has changed the way we use information and communication, and today, the Internet can do much more. By connecting intelligent machines and ultimately connecting humans and machines, combined with software and big data analytics, we can push through the limitations of physical and materials science and change the way the world works. ”
More importantly, this industrial Internet revolution will not only change people's daily lives, but also bring new opportunities for IT people.
03
Go deep into potential second-tier cities and seize the opportunities of the industrial Internet
Different from the consumer Internet, the development of the industrial Internet pays more attention to whether a certain region has a supporting industrial chain, and the Internet APP that once called the wind and rain to control hundreds of millions of users has reached this "land boundary", which has no right to speak.
We take the petrochemical and automobile manufacturing industry as an example, the two in the upstream raw materials or components, production mode, data caliber, production equipment, product form, downstream market and many other links have relatively large differences, so the industrial Internet formed by the two industries will also remain independent and parallel to each other.
And because the construction and eventual formation of the industrial Internet rely on enterprises and industrial clusters, regionality is an important feature of the industrial Internet, and the regional industrial ecological pattern and spatial layout have a decisive impact on the construction of the industrial Internet.
For example, Henan, as a traditional agricultural province, has developed its food industry Internet in full swing last year. In the first half of 2020, the food supply chain has become a very hot track, with more than ten industry financing incidents, including 3 enterprises in Zhengzhou, namely pot circle, lotus vegetable network, and Qianwei central kitchen.
On February 24 last year, the B2B enterprise "Pot Circle" of the food supply chain announced the completion of a $50 million B round of financing; on June 27 last year, Liancai.com completed the B+ round of financing, and the scale of this round of financing reached 155 million yuan.
Qianwei Central Kitchen has now been listed on the A-share market, and its stock price has doubled several times in the past month, with a total market value of 5.3 billion yuan, and its increase makes Ma Jun involuntarily smack.
In addition to Zhengzhou, one industrial Internet potential stock that cannot be ignored is Changsha.
When it comes to Changsha, many people will think that it is an Internet red city that often appears in Douyin, and everyone's impression of it is basically based on eating, drinking and having fun.
But people in the construction machinery industry know that Changsha is the capital of construction machinery in China.
According to the data, Changsha is the only city in the world with 4 (Sany Group, Zoomlion, Shanhe Intelligent, Iron Construction Heavy Industry) the world's top 50 construction machinery enterprises, and the total output value of the construction machinery industry chain in 2019 exceeded 200 billion yuan for the first time.
To the surprise of Ma Jun, in the past few years, Changsha's mobile Internet industry has also maintained a high growth rate of more than 60% per year, rising to the fifth city in China's mobile Internet industry.
On May 15 last year, CCID Consultants released the "2020 China Intelligent connected vehicle industry investment potential top 100 cities list" white paper. Changsha ranked Third in the national top 100 cities, overpowering Shanghai and Guangzhou, second only to Beijing and Shenzhen.
Zhang Hengliang, a partner at Qitai Capital, which focuses on Hunan Internet investment, believes that the reason why Changsha Internet projects can maintain a trend of rapid growth is mainly due to several reasons:
First, the talents from the north, Shanghai, Guangzhou, and Shenzhen gradually flow back and forth to Changsha, which is the foundation of talents and can support a benign ecological development.
Second, although the degree of Internet development in Changsha is much lower than that in the north, Shanghai, Guangzhou, and Shenzhen, it is not completely without opportunities. Led by the construction machinery industry and supplemented by the pan-life Internet, Changsha's Internet software industry still has a certain competitiveness.
Third, there is the strong support of the government. Since 2017, Changsha has issued the "22 New Talent Deals", proposing to attract 1 million young talents to Changsha for employment and entrepreneurship in the next five years.
In 2018, changsha's net inflow rate of high-end talents reached 7.53%, ranking third after Hangzhou and Ningbo. In 2019, Changsha's net population increased by 236,500, and from 2017 to 2019, Changsha has maintained a net increase of more than 200,000 people, ranking seventh in the country.
But this is still far from enough, Changsha's emphasis on Internet talents and enterprises far exceeds people's expectations.
How does Changsha build an industrial Internet ecosystem?
After peeking into the opportunity of the industrial Internet, Changsha decisively sounded the clarion call of "software and then start". For example, Changsha Software Park has attracted a number of China's top 100 companies in 2020 software business revenue, such as Huawei, ZTE, China Software (Kirin Software), Xinxinfu, and Chinasoft International, to set up regional headquarters and R&D centers in the park.
"Take Shenzhen salary, live in Changsha house, do global business", this is the global operation center headquartered in Changsha Wondershare Technology in Shenzhen North and other high-speed rail stations to play the recruitment information, but also attracted China's largest developer community CSDN many programmers.
The world's largest Chinese IT community CSDN will be headquartered in the park, its founder Jiang Tao knows that there are talents and industries, at the "2020 Internet Yuelu Summit", he believes that Changsha should be built into a Chinese developer industry center city, to create a new era of infrastructure "developer Xiangjun".
He judged that the future is an era of technology-driven industry innovation, and every new wave of new technologies is to promote its layout and landing through the applications coded by developers. Chinese developers are ushering in three major dividends, and under the current situation of Sino-US trade, it is imperative to build China's independent innovation IT ecosystem.
In terms of software service hardware, Changsha cooperates with Huawei to rely on the technical advantages of Huawei's Kunpeng industry ecosystem to fully empower Changsha's advantageous industries. In September last year, more than 500 enterprises and more than 3,000 solutions passed Huawei Kunpeng certification.
As Li Xinyu, president of the Changsha Software and Information Technology Service Industry Promotion Association and chairman of Tuowei Information, said: "Monofilament does not form a line, a single tree does not become a forest, and the industrial construction should be upgraded to the height of ecological construction." ”
His judgment code Jun very much agrees: the future competition is the competition of the head enterprise, but also the competition of the industrial ecology and industrial chain, only by creating an industrial platform, gathering all the innovation elements, integrating innovation resources, and realizing the joint innovation of products and solutions, brand joint marketing, and joint formulation of industry standards, can the industry itself be able to achieve healthy and rapid development.
It is worth mentioning that the "14th Five-Year Plan" and the 2035 long-term goal outline adopted by the two sessions of the National People's Congress this year propose to accelerate the construction of the Changzhutan Metropolitan Circle, promote the coordinated development of the urban agglomeration in the middle reaches of the Yangtze River, build an important growth pole in the country, and promote the integration of Changzhutan into the "National Strategy".
On March 30, the Politburo meeting of the Central Committee deliberated the Guiding Opinions on Promoting the High-quality Development of the Central Region in the New Era, and the development of the Central Region will be accelerated. As the capital city of the central province, Changsha has ushered in a golden period of opportunity for development.
Relying on the "mechanical capital" and planning intelligent manufacturing, intelligent driving that is accelerating to build, injecting the latest "vehicle and road cloud" collaborative technology into the construction machinery industry... At present, Hunan is vigorously promoting the "three highs and four new" strategy and the integration of Changzhutan and seizing the opportunity of the development of the Internet industry.
"To build an important national advanced manufacturing highland, to build a scientific and technological innovation highland with core competitiveness, and to build a highland for reform and opening up in inland areas", Xu Dazhe, secretary of the Hunan Provincial Party Committee, said that these words may be realized in the near future.
There is no doubt that these three points are inseparable from the support of talents. Perhaps, the time for the workers who are tired in the frontline and overwhelmed by the cost of living has arrived?
Where do you think the opportunities for the Internet in the future lie?
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