The future direction of the Internet of Things

Recently, e-commerce, 3G, and the Internet of Things industry have reported news of capital operations. While the earth is still cold, China’s information technology industry is entering the spring.

Taobao’s e-commerce industry, which was once called “the loss of money” in the second half of the year, will probably undergo a fundamental change in 2010.

Recently, it was learned from an informed source that Taobao, the leading e-commerce website in China, is expected to be listed in the second half of this year. “Taobao has always wanted to create an integrated e-commerce platform that generates revenue from B2C and C2C, and will start launching after the platform matures,” the source said.

In fact, the Taobao online market has not stopped since the beginning of last year, but the operation of the latest electric city has caused many people in the industry to see the mystery behind it.

“Taobao cannot be listed in the C2C era. The main reason is that the profit model is not clear, followed by the issue of counterfeit goods.” A mainland analyst who has long paid attention to the e-commerce market said that Taobao Mall and the recent electrical city, which have been launched since then, are all The key to Taobao's gradual transition from C2C ​​to B2C is that, on the one hand, B2C's advertising will be transformed from loose individual sellers or small-scale companies to more powerful manufacturers or 4A advertising companies, ensuring the funds required for the normal operation of the company; What is important is that the B2C model solves the fake sales that C2C cannot cure.

“Originally, Taobao hopes to choose to go public, but in the end it may inject quality assets from Taobao into Alibaba, the parent company, to achieve the listing,” said a person familiar with the matter.

Taobao is not the only company in 2010 that will take action in the e-commerce space.

Another domestic 3C domain e-commerce company Jingdong Mall also disclosed the words of the listing. According to a high-level introduction by the company that did not want to be named, Jingdong Mall is currently negotiating the third round of financing. The senior executives expect that the scale of the Jingdong Mall financing may set the e-commerce industry's financing in recent years. It is reported that Jingdong Mall has received a total of 21 million U.S. dollars in joint capital injection from today's capital, bull capital and investor Liang Bokai.

"Either from the perspective of e-commerce companies or from the perspective of investors, the maximum revenue from financing to Internet companies comes from the company's listing." Analysts believe that e-commerce companies have already been listed on the market compared to Jingkelong, etc. in terms of investment value. Traditional retail distribution companies have more advantages. "In the Internet age, once you have a sufficient number of users, everything is possible."

The Internet of Things will become a new direction for making money in the future. In early 2009, the issuance of 3G licenses opened the era of China’s 3G era. At the same time, the “Internet of Things” is quietly opening. “The Internet of Things is the focus of private equity investment and venture capital investment in 2010.” Yesterday, an analyst from Northern Light Venture Capital revealed that the opening of China's GEM in 2009 provided a complete exit platform for capital.

According to a report released by the China Internet Information Center at the end of October last year, as of the end of August last year, 23.1% of China’s 181 million mobile Internet users stated that they plan to use 3G mobile phones to access the Internet in the next six months. The number of mobile Internet users in China has been increasing each year in recent years. Doubled growth, the scale of potential users is huge.

In this regard, Northern Light Venture Capital partner Zhou Shuhua told the media that with the increase of 3G users, PE/VC has more investment opportunities in 3G applications and value-added services. It is reported that the current Northern Lights has invested in many wireless companies, including the lowest level chips and services related to consumer products. Zhou Shuhua believes that investment in 3G in the future should not be just a case, but should integrate the region.

It is the emphasis on the prospects for the development of the mobile Internet market based on 3G technology. It has moved closer to the "mobile Internet" and "Internet of Things," becoming the new direction for electronic products companies in 2010.

Yesterday, a staff member of Infobird Software, a developer of China's "cloud computing" market that has provided call services for several domestic companies, disclosed that in 2010, the company will be listed on the Nasdaq in the United States. Some analysts pointed out that the use of "3G" concept in the market in 2010 or become a trend, whether it is 3G applications, value-added service providers or equipment vendors, have the opportunity.

According to iResearch statistics, in 2009 China's Internet economy revenue reached 74.3 billion yuan, an increase of 30.7%. “The growth rate of online shopping and online payment revenue is close to 100%, and e-commerce has become an emerging driving force for the development of the Internet,” said Ereli analyst Jiang Lixin.