A Shares Listed Companies Nuggets Net Red Economy 100 Billion Market, Who Can Share A Cup Of Soup?

The 12 million yuan investment is still heated. There has been a recent exposure from the media to the futures bigwigs who hold billions of assets.

The 8 biggest industries that have reported the most gold sucking in the year of the sheep are the net red and the anchor of the competition. They enter the year of monkey, and they are still the focus of the market.

At present,

The scale of the market is over 100 billion. The reporter found that there are at least 4 industries that can divide up the "100 billion cake" and involve many A share listed companies.

Net red economy 100 billion cake to be divided

Recently, since the media exposure, "chaotic city Lord" in the group to share the recommendation of the hot dance girl, and group friends laugh.

The "chaotic city Lord" is the chairman of the current Shanghai chaos Investment Limited.

Ge Weidong, chairman of the investment decision Committee of the company.

The reporter noticed that Ge Weidong's myth of making rich on the Internet was circulating.

Ge Weidong, Jiang Hu's "Ge Lao Da", began to make futures in 2000, broke out two times and rose rapidly in 2004.

More than ten years of blood and rain, claiming to be "no match", the average annual yield is 120%. It has been fined 10 million yuan.

After the Papi sauce was invested tens of millions of yuan, the net red economy is attracting more and more investors' attention and attention.

The analysis points out that in the strict sense, net red is not a new thing, but the concept of "net red economy" has only been proposed in the past two years.

To achieve the leap from "net red" to "net red economy", we need to have high quality social assets and proper business models.

With the changing trend of consumption, the electricity supplier is facing many problems such as homogenization of products, high cost of obtaining traffic, low conversion rate, and the pformation of consumers' access to information. Net red economy has been developing rapidly in the past two years.

Today, Mr. CEO Dashan, founder of net red and Shenzhen residence haha technology limited, said in an interview: "with 90's going to the front desk, because of their rich material life, they increasingly advocate individuality and independence, are not bound by traditional rules, and have strong expression and desire to become famous. This leads to the emergence of more and more beautiful and personalized internet stars.

With the increasing technical parameters of smart phones, the more sophisticated technology of all kinds of American patting technology, and the low price of telecommunication broadband under the market competition, the threshold of video live broadcast has dropped to a very low level. Everyone can broadcast live, and can broadcast live anytime and anywhere, which means that everyone has the possibility of becoming a net red.

At the same time, with the maturity of the business mode, net red can gather a lot of fans.

The advertisement, the advertisement, the reward, the pay service, the offline activity and so on, have a more complete business chain.

At present, the size of the net red economic market is over hundreds of billions. In the short term, the industry will expand. In the long term, the different strength of the red group will appear in the inner layer, and each will cooperate with different mode of change to form a more stable Pyramid structure.

Insiders pointed out that from the Taobao network to the TV anchor and then to the mobile video, the industry chain derived from the net red economy has been relatively large.

From the perspective of capital market, at present, at least, including clothing and e-commerce platform, video live platform, electronic sports and beauty care plate may benefit from the net red economy.

Plate 1: the bright future of the business model

In view of the current Internet red cash, Taobao shop is a relatively concentrated way.

Reporters learned that during the "double 11" period in 2015, dozens of net red shops achieved sales of 20 million ~5000 yuan.

Net red shop on the new day can reach 5 million ~1000 yuan sales.

In 2015, six of the top ten Taobao women's clothing stores were net red shops.

Compared with the ordinary Taobao C store, because of the more precise grasp of customer demand, low traffic cost and high conversion rate, the red man electricity providers generally have high sales volume, fast development speed and strong profitability, and the new speed, fans marketing ability and supply chain management and control capabilities are important factors affecting profitability.

Therefore, in the era of mutual demand between net red and social service providers, the electronic business platform will become the focus of future net red snatch, and the electronic business platform itself will attract high-quality red net to join.

Mr Dashan said, "due to the homogenization of competition and the impact of the electricity supplier, the profits of the garment industry have been declining in recent years, and the inventory is serious.

And many of the red business people, especially some fashion matching bloggers, the main way to cash in is to build their own brand on Taobao, the main women's clothing net red shop.

This will bring new vitality to traditional industries such as clothing, accessories, cosmetics and so on.

At present, in the A share market, there are Wordsworth and Antarctic electricity providers involved in the e-commerce platform.

Among them, the purchase of shares in May last year, became the second largest shareholder of 30% shares.

Micro selling is a representative mobile social networking platform developed in August 2014.

In July 2015, the micro sale signed a strategic cooperation agreement with sina micro-blog for three years, and received strong support from micro-blog in terms of product operation, data support and building traffic entry, and achieved rapid distribution with the help of micro-blog's 20 million vertical field.

The Antarctic electricity supplier is a modern integrated service provider that provides brand authorization services, integrated business ecosystem services, flexible supply chain park services to small and micro businesses and suppliers.

Therefore, in the traditional clothing industry, focusing on garment design, it is also worth paying attention to the design and flexible production line.

Plate 2: video live broadcast as the main carrier

Whether Papi sauce or female anchor, the promotion carrier is the video and live broadcast platform. With the innovation of the Internet, mobile broadcasting is becoming the Internet social platform and super entry in the new era.

With the short video represented by Papi sauce, after the appearance of short video APP, such as the US and the second shot, the video production threshold has been greatly reduced, and the video is only short to tens of seconds, bringing everyone to participate in the upsurge.

For a long time, PC live broadcast platform, users can use virtual goods to show their likes and dislikes. The reward mode of "reward and reward" has been established and carried forward. It has become the fourth Internet profit way after game, advertisement and electricity supplier.

In the field of mobile universal live, APP, represented by "Ying" and "easy live broadcast", guides the content and user groups with style, which is in line with the trend of improving the entertainment aesthetics of all the people. It has been sought after by many post-90s and 00 users.

Founder Securities analyst Yang Renwen analysis, regardless of content or profit model is gradually forming, and with the formation of the model, whether it is the national live broadcast or vertical broadcast field, will be the birth of a new giant.

In the A share market, the listed companies that own their own live platforms include: bus online, Kai Ying network, LETV, storm technology, Songcheng performing arts, Kunlun world wide and so on.

Bus online in 2016 will "I shoot TV" to create a mobile terminal video live entertainment platform, combined with the bus mobile TV screen, to achieve differentiated online and offline mode of intermodal pportation, hatching quality network red + net content.

And music network, storm technology and Kai Ying network are also creating entertainment live platforms.

Songcheng performing arts has acquired an internet live platform through the acquisition of six rooms and Kunlun world wide investment by "Ying Ke".

Plate 3: electric competition, hot competition network red lead

According to the latest SuperData report, the global game market grew by 8% in 2015. The world's most popular game is the League of heroes under Tencent /RiotGames, with an annual revenue of US $1 billion 600 million.

The continued popularity of the League of heroes has also made China's E-sports market develop at a high speed.

Data show that China's E-sports user group of 124 million people, China as the world's largest gaming market, the output value is also more than 100 billion yuan.

The popularity of E-sports has also led to the vigorous development of related industries, such as electric war teams, electronic competition anchors, and live broadcast platforms.

At present, in the net red circle, the most famous and commercial value is the male anchor.

With the continuous popularity of the competition, many famous anchors have got rid of the most primitive personal video mode, and began to form teams to make some wonderful video games.

A lot of female anchors will modify themselves and scenes. A number of agents' teams that specialize in serving anchors are emerging.

Similarly, the way that the game anchor relies on survival is: first, it involves the long-term hot game; the two is the continuous development of the electric business industry; and the three is the carrier of the live broadcast platform.

Reporters noted that at present, the A share market and related companies include: Jin Ya Technology, Shun network technology, long game and so on. The company related to the live broadcast platform includes: Zhejiang newspaper media (including flag TV), Austrian flying Entertainment (shares of fighting fish TV) and swimming long games (participating in dragon ball TV).

Plate 4: medical beauty industry "ride"

From simple cosmetic surgery to today, many people are willing to make net red, hoping to make themselves better and show themselves by means of micro and cosmetic. Therefore, the medical beauty industry will also take a new development opportunity.

At present, the medical beauty market accounts for about 4.6% of the total GDP in Korea, while China's medical cosmetology has just started, showing the characteristics of "small scattered and big market".

With the introduction of international advanced technology, equipment consumables and business philosophy, medical beauty services, equipment consumables providers, channel providers and new technologies will emerge as the industry leaders.

There are about 10000 plastic hospitals in China, which are mainly scattered in the economically developed areas such as North China and Guangzhou, and the western market has gradually developed.

More famous in China are: time shaping, e Mel, Huamei and so on.

Because of the relatively advanced plastic surgery in Korea, there have been many plastic hospitals in cooperation with Korean institutions, and even directly acquired Korean institutions.

From the perspective of Korea's plastics industry, the Chinese market is still very large. It is a great opportunity for companies with technology, brands, resources and networks. Hospitals are the main carriers of plastic industry, and gradually become the main entry with the industry.

Haitong Securities said that with the surging tide of Internet + concept, the inherent structural flexibility of the medical and American industry has been greatly enhanced, with cross-border integration and internal links remolding conditions.

The information barriers between B2C and B2B of emerging platforms are softened, and the linkage between core industry chains and consumers is strengthened.

The influx of large Internet platforms and other external capital will complement the existing ecosystem and increase the value of potential channels from the number of users and the industrial structure.

From the perspective of A share companies, Suning globe, which is the largest professional plastic hospital in South Korea, is the most noteworthy. The East China pharmaceutical company, the general agent of Korea LG hyaluronic acid, and the double Heron pharmaceutical industry and Dongbao biology related to the related industries all have investment value. The ID is the most important company in the world.