B2B "Fire" To Meet The Strong Outlet: Capital Strength + Policy Support For Every Day And Time.

Just like a spring breeze coming into the night, it just entered the 2016.

News began to appear.

The Shanghai Steel Union's purchase of Zhongguancun online from Huicong net has been in a great uproar. The core city of ktong called it to move its "hard egg" onto the A shares; Foxconn invested in the plastic B2B platform "buy plastic net"; the steel industry's search net got 1 billion 100 million yuan E round.

And announced the realization of a single quarterly profit...

What changes has taken place in this industry? Referring to the development process of B2C, whether the Tmall or Jingdong in the B2B industry are already ready? Journalists have gathered information from various industries, and talked with many industry leaders face to face, hoping to show the industry profile and explore investment opportunities.

Do you remember O2O? This business concept, which once burned to the ground, the entrepreneurs poured in, and the listed companies scrambled for speculation, has been rapidly silenced. In 2016, few people mentioned it again, and even some articles quipped.

It has been blacklisted by angel investors.

But another area is quietly emerging.

It is said that 2015 is the capital cold winter, but the B2B area which had not been noticed before was greeted with warm spring.

In 2015, the amount of financing in the field of enterprise services doubled, compared with that in 2014, and entered the 2016, which was like a new "net red" feeling.

Policy support for B2B

What is B2B? It refers to the business mode of exchanging and pmitting data and information between enterprises and enterprises through the Internet.

Before the rise of Taobao and Jingdong, B2B has sprung up.

Zhang Zhouping, senior analyst at the China Electronic Commerce Research Center, told reporters that since 1997, websites like China chemical network have been providing yellow pages service. Only after 2008, B2C has risen rapidly, attracting almost everyone's attention, and B2B seems to be quiet.

However, B2B has been quietly growing when people's eyes are often attracted by B2C news such as "double eleven turnover".

According to the monitoring data of China Electronic Commerce Research Center, the volume of e-commerce pactions in China was 7 trillion and 630 billion yuan in the first half of 2015, an increase of 30.4% over the same period last year.

B2B pactions amounted to 5 trillion and 800 billion yuan, an increase of 28.8% over the same period last year.

The online retail market volume of 1 trillion and 610 billion yuan, an increase of 48.7% over the same period.

It can be seen that although the B2C market is growing fast, B2B accounts for 76% of the total volume of e-commerce pactions, and the paction volume is 3 times more than that of the B2C market in the same period.

Why does B2B have such a large paction volume? Some analysts believe that this is due to two major economic problems in recent years, one is overcapacity, which makes the original strong commodity upstream sellers have to lower their status and participate in the network matching pactions; two, the cost of business is rising, which makes the downstream buyers have to profit from fine management and profit from the supply chain.

All of these have made the burst point of B2B come ahead of schedule.

The policy of encouraging the development of B2B industry is also coming out at this time.

In September 2015, the general office of the State Council issued the "opinions on promoting the interaction between online and offline, speeding up the innovation and development of business circulation, upgrading and upgrading". It clearly mentioned that the wholesale industry should be encouraged to use the Internet platform to extend upstream and downstream, from commodity wholesale to supply chain management service, and to promote the efficiency of commodity trading market by taking e-commerce and modern logistics as the core.

Capital strength B2B usher in strong draught

In 2015, the fire started to burn in B2B.

Xiong Xiaoge, global executive vice president of IDG, said: "the next generation of BAT will be generated in the B2B field".

Lei Jun, founder of millet science and technology, said: "the draught of the next ten years, the first is the rural Internet, and the second is the enterprise application."

From the scale of attracting capital from the B2B industry, B2B has already stood on the draught.

In 2013, there were 10 investment projects in the B2B field, and 14 projects in 2014. In the first half of 2015, the number of projects reached 68.

B2B veteran Guo Jiang and Huicong net CEO have said on different occasions that the next five years will be the best opportunity for B2B.

Because of overcapacity, the industry is facing difficulties, and the efficiency of circulation is too low. He hopes to make the factory directly connect with the terminal retailers or users through e-commerce.

Reporters in the interview process, more than one interviewee said, B2B "fire" is not without reason.

Zhang Zhouping concluded that, one is affected by the B2C, the user's acceptance increases; two is policy encouragement; three is the capital contribution.

"Capital is the smartest. They know where the most opportunities are."

Focusing on the zero or one venture capital investment in the B2B field, in early 2016, it released a "business service field observation report 2015", which shows that the vertical industry B2B trading platform, almost every market segment is trillions of market. The total volume of the entire B2B trading platform market reaches tens of trillion, which can not be ignored anyway.

According to zero or one venture capital statistics, in 2015, the number of investors in B2B trading platform reached 103, amounting to more than 5 billion yuan, compared with 2014, the number increased by 329%, and the total amount of investment increased by 699%.

Where is the B2B blue ocean?

Then, which areas are easier to be favored in the industry as a whole?

In the 2015 enterprise service field observation report, business services are divided into four categories: B2D -- cloud storage, big data and other developer services; SaaS1.0 -- General Management SaaS; B2B -- vertical trade platform; SaaS2.0 -- vertical industry SaaS Tools + pactions.

The first two categories are "gold sellers" models, providing enterprises with many software and data services.

Such enterprises, such as Ali cloud, ring letter, listen to cloud, enjoy the sales of customers, have emerged.

This area is widely valued, but its market capacity should be 100 billion, which is not equal to the trillions of large market of B2B trading platform.

In the B2B trading platform, which industries are more likely to stand out? Commodities are the first to bear the brunt.

Guo Yuan Securities set up a eight dimensional model for B2B, that is, eight dimensions suitable for the introduction of B2B: large scale, scattered upstream and downstream (especially downstream), high degree of standardization, SKU, low information level, more trade links, frequent price changes and moderate customer price.

Small scale is difficult to generate value and import value, and there are enough customers to disperse downstream. The trade links mostly explain the low efficiency of the circulation link, and the platform can excavate the value. Standardized products are convenient for online pactions.

Then, does commodity trading meet the overwhelming majority of conditions? Taking steel as an example, the scale of steel industry in 2013 was about 3 trillion and 600 billion yuan, and up to September 2015 as many as 100 thousand in the lower reaches, and the price of steel varieties changed frequently. In recent years, the price dropped significantly, and the capacity was seriously overloaded. The increase in freight and traders at all levels had a huge impact on the purchase price of the terminal, or even accounted for 50%.

As a result, B2B began to explode from commodities like steel and plastics.

In addition to commodities, agriculture, industrial products, electronic components, food and beverage, logistics and other industries have also met many dimensions. Therefore, many B2B platforms have been developed in these fields.

These industries are large markets. State Yuan Securities said that the market scale of various industries in 2013 was: 11 trillion yuan for coal, 3 trillion and 600 billion yuan for steel, 7 trillion and 400 billion yuan for chemical industry, 3 trillion yuan for agriculture, and 1 trillion yuan for MRO (non production material).

B2B in a big era

In the field of steel B2B, finding steel net is obviously a benchmark.

Guo Yuan Securities Research Report believes that the search for steel net has pioneered the whole industry chain of China's electricity supplier, in order to match pactions as an entry, warehousing, logistics, finance, data, processing, export a range of services to meet the needs of the industrial chain.

In the past April 5th, the steel net was announced to the outside world, and the company achieved full profit in the first quarter of this year.

The "X net" model, which was founded by the steel net, is popular in B2B, and its valuation has been over $1 billion.

And just in the steel industry, there are many companies competing for this market. The competitors include Shanghai Steel Union (300226, SZ)'s steel and silver business, Oura Zhiami (002711, SZ), my steel network, steel net and so on.

In different industries, many platforms are struggling.

In the chemical industry, they are looking for plastics, coal industry, coal mining industry, chain farm, auto parts industry, and so on. They are trying to cultivate a single field and become "unicorn".

Listed companies, of course, are unwilling to be lonely.

In addition to Shanghai Steel Union, business treasure (002095, SZ), focus technology (002315, SZ), Ke Tong core city (00400, HK), Huicong net (02280, HK) and so on, this is originally a B2B company, and "layman" is eyeing this cake.

For example, China daily ceramics, bamboo and wood products and other household goods manufacturing and distribution of the main business of Guan Fu shares (002102, SZ), in March 29th issued a restructuring announcement, to buy and sell 1 billion 680 million yuan to operate the chemical B2B platform "plastic rice city" plastic rice information.

State Yuan Securities Research Report believes that due to the explosive growth of mobile Internet applications, the effectiveness of the network has been maximized. Therefore, the "critical point" of the industrial Internet has arrived.

Obviously, B2B is ushering in the draught. In this field of competition, there may be a BAT tycoon.

The reporter interviewed investors in many fields, executives and insiders to provide investors with a new perspective of investment.