RMB Fund Will Be More Important In The Future &Nbsp; VC Will Be Most Interested In B2C.

    在清科集團日前主持的“投資大鱷虎年論劍 引領創投新十年”論壇上， 眾多業內投資機構齊聚一堂。未來十年國內的投資環境和產業變化會是什么樣？投資機構鐘情什么樣的題材或行業？在這里，你也許能找到答案。

RMB fund is more important in the future

Ni Zhengdong, founder and President of Qing Ke group, predicted that the RMB fund will play a more important role in the next ten years.

Recently, the RMB fund has been expanding northward and eastward. Shenzhen's RMB funds have set up offices in Beijing and Shanghai. People are digging everywhere. The trend of going northward is that the southern fund has already eyed the Beijing fund's chassis.

In addition, China will form its own LP market. In the next ten years, China will have its own pension funds, social security funds, sovereign funds and family funds. China will form a new LP (limited partner) group.

Some Chinese brand funds, VC/PE will go to the international market.

Jin Haitao, chairman of Shenzhen Innovation Investment Group Limited, has just won the CCTV China economic year figure. This is also the first domestic fund to win this award. This is a good wind vane, indicating that domestic fund managers have also achieved good results.

Ni Zhengdong pointed out that the global share of China's VC/PE market continued to expand, and VC/PE listed companies accounted for half of the world's Chinese companies.

In 2009, there were 176 enterprises listed in China and abroad, while only tens of them in the United States. China is not only the second largest VC/PE market in the world, but also the most concerned market in the world.

China's VC/PE industry association should also be able to establish in the new ten years.

The domestic demand industry and the new economy are in favor.

IDG capital founder partner Xiong Xiaoge said: "we have also caught up with a very good era, namely the Internet technology, it is the past ten years to promote the success of the most important factor in the investment community.

There is also the domestic market. Some foreign companies are surprised to see that we invest in some traditional projects. How can venture capital and PE funds invest in traditional manufacturing industries?

I think in the next five years, the industry represented by TMT will still have much room for growth in China.

Second, the consumer industry will have a big growth market in China.

Hu Zhanghong, executive director and executive director of Jiayin International Holdings Limited, said: "our Hongkong headquarters team is planning for the future domestic and overseas industrial funds. In Hongkong, there will be an advertisement coming out soon. It will be a full page. The title is," do you know the world in the next ten years? "A few years ago, the situation of Tencent was not optimistic. Now it has become a listed company of several hundred billion yuan.

China has been the largest mobile communication company and the largest bank in China. In the next ten years, we think there will be some new type of world based enterprises in China.

For example, the planning of high speed rail has even extended to the European intercontinental high-speed rail, so trillions of railway investment will completely change the Chinese concept of space-time.

And the Internet and Internet of things, which are characterized by the Internet, will come into being. Recently, China Mobile's 39 billion 800 million yuan subscribed to the 20% stake in Pudong Development Bank as its second largest shareholder. It hinted that our financial institutions have made substantial progress in the field of mobile payment.

In the face of the market of 560 million private customers and large bank customer groups, a world-class enterprise is derived. I should not doubt it.

From the attention of the 13 ministerial coordination groups established by the NDRC recently, we can see that in the next few years, the so-called strategic industries, represented by the new economy, have a better opportunity for the future. "

Liu Zhou, founder and CEO of Da Chen venture, analyzed, "how to make venture capital?

My personal impression is domestic demand pull and internal consumption.

Now, from the spirit of the "two sessions" of the Central Committee, we need to pull domestic demand into a very important position. In the US, domestic demand accounts for 70%, while China accounts for 30%, so the gap is still very large.

I agree with TMT just now.

Shao Jun, founder partner of Tak Tong capital, said: "recently I feel that the hot spots have returned to the TMT mentioned just now, especially e-commerce and the Internet.

From a simple and extensive export oriented economy to a balanced and healthy economic development of domestic demand, I think there will be a very large investment opportunity here.

The second block is what we see very clearly, that is, environmental protection, energy saving and new energy.

Ru Linqi, founder of Kai Peng Hua Ying venture capital, said: "as our fund, we are very clear now. First, we should first regard green technology or clean energy as our global or China's most important strategic industry.

Our philosophy is to hope that after the listing, if it is a good company and continue to grow with it, we will maintain 2 board seats at Google, and maintain 2 board seats in Amazon. "

Venture capital favors B2C

In some of the audience's questions, it has been suggested that in the more popular projects, such as the B2C shopping network rooted in the new technology, the most popular film and television production and manufacturing industries in the cultural industry, where will the investment institutions choose?

Among the representatives of these investment institutions, 6 chose B2C, and Liu Zhou said that Tatun culture media is their main line. If the three are in line with the requirements, the film and television industry will be the first choice.

Hu Zhanghong said that if you vote as VC, that is B2C, if PE is voted to be liquor or film and television.