The wave of sand is still booming, the foam is still exhausted or continues to ferment? 2015 may become a crucial year for China's venture capitalists. What are the judgments and predictions of China's top venture capital partners in 2015? We will invite senior investors to forecast the industry trends in 2015 in the near future. Let’s first listen to Wu Zhiyong’s interpretation of the founding partner of Rich Capital:
Mobile medical
Mobile medical care will have a big explosion in the next year. The mobile Internet revolution has transformed different industries, but the combination of medical health and mobility has not seen a particularly large case, but in China it is actually a very large area.
In this field, there are already many venture capital opportunities emerging in entrepreneurial projects in chronic disease management, medical big data and medical management.
In the medical industry , the doctor's pain point lies in the lack of medical management. For example, patients do not have a systematic medical history record provided to the doctor. In this aspect, they are in a very primitive stage and need to open preoperative, intraoperative and postoperative data.
The patient's pain point is to see a doctor, but many registered projects can't do it. Although they hope to get through the hospital and patients, they will divert patients to the hospital, but good hospitals are not short of traffic, and doctors are too busy to see a doctor.
In terms of medical treatment, the structured treatment of disease consultation is a good direction, but this model needs to continue to be polished, because the initial diagnosis and treatment accuracy will be low, and the data will be more accurate when accumulated to a certain extent. Diseases that cannot be answered by the system can be diverted to the hospital through the call center.
In general, mobile medical care is a big direction. There will be many such companies this year. Because there are no predators, there are many opportunities for startups to break out in the next year.
2. Aftermarket
The automotive after-service market has been very hot in recent years and will continue to heat up.
There are still many articles around the used car. As long as the car is bought, there are still many opportunities in the after-sales service market, such as chartered cars, etc., the specific press is not listed, and the used car trading has giants, there are not many opportunities.
The reason why the second-hand car market is optimistic is that the automobile industry in China has been booming in the past decade. Soon, the new car will become a used car, and the demand of car owners will be many. At the same time, the first-tier cities are saturated, and the second- and third-tier cities are full of opportunities. The current car APP tentacles have not extended to these places.
For the car wash, maintenance and repair that is very hot this year, it is not very optimistic, because it can be scaled in the short term, but there will be ceilings because the line is heavier. Specifically, car door-to-door service is limited by the length of the road and the number of technicians. A team can make enough orders a day.
Although the overall needs of the owners are in maintenance and repair, the business models of the projects that are emerging are generally not mature enough, and they are still being explored and developed, and the teams need to be super-executive.
On-site maintenance and repair, in fact, many offline stores can also do, but the current 4S shop is also attracted by high profits, there is still room for survival, so there are fewer shots, once the shot, 4S shop can also provide door-to-door maintenance service in a few kilometers .
3. Vertical social
More and more vertical socialization will emerge this year. It is likely that there will be a good model and it will be getting bigger and bigger. It depends mainly on which point to cut in and how the product is designed.
Because acquaintances have WeChat socially, there are not many opportunities at present, and strangers are socially strange, but many strangers are in the vertical field, and there are many needs that Momo can't solve or not solve.
There are a lot of vertical socializations that have a lot of gameplay. The fields include campus, nightclubs, white-collar workers, comrades and couples, and many games like nice labeling.
As for what vertical areas are not covered, it is not easy to talk about it. It is necessary to see specific products and models, but there are opportunities in this field.
4. Vertical e-commerce
Vertical e-commerce based on community and refined operation still has many opportunities, mainly based on the established model of fan community marketing established by acquaintances and semi-acquaintances.
E-commerce like Taobao shelf type is not suitable for small startups, because it is too difficult to get traffic. Community-based e-commerce, as long as it operates well and has a unique fan base, will have a higher threshold, but it has high requirements for operational capabilities.
To give two examples, one is the three squirrels who only make nuts. By building their own communities and channels, they also make a lot of neighbors to gather fans and build brand influence.
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