News

Interpretation of China's B2B industry investment opportunities and trends in 2016

2016-07-18浏览次数:562

Mobile Internet third party data mining and Analysis Agency Research iiMedia (AI media) released the 2016 China B2B industry investment report: opportunities and trends. It is expected that AI media analyst B2B market size in the next few years will remain steady growth, and will be in 2018 more than 20 trillion; in addition, B2C market size and growth in 2014 after reaching the peak, the market is gradually entering the mature stage, AI media analyst is expected to be in 2018 the growth rate will drop to 11.2%, but growth rate over the same period of B2B can still maintain a higher level in about 20%.

The following is the details of the report:

(1) core data and views

2015 is a year of rapid development of China's B2B. 2015 B2B e-commerce transactions reached 12.31 trillion yuan, up 33.7% growth, is expected to trade in 2018 will be more than 20 yuan, and to maintain a stable growth rate of around 20%.

Compared with 2014, the number of investment cases in 2015 B2B growth of about 300%, the total amount of investment increased by about 7 times. 2016 is into the outbreak, only in the first quarter there are 38 B2B project financing, the total amount of financing over 40 yuan.

B2B differentiation competition is becoming increasingly fierce, a super strong and gradually form a pattern, small platform or annex or will be more deep vertical business, continue to those segments of the industry needs.

B end consumer demand for a single category, with a strong industry attributes, not easy to form an oligopoly, a huge market cake destined to be carved up.

2016, with the parties to fully tap the various segments of the market for investment in B2B will return to reason.


(2) what is B2B?

B2B (abbreviated as Business-to-Business) refers to the exchange and transmission of data information between enterprises and enterprises through the special network or Internet, and the business model of transaction activity is carried out.

The internal network of enterprises and their products and services, through closely together B2B website or the mobile client and the client, through the rapid response network, to provide customers with better service, so as to promote the business development of enterprises.


(3) in the past: the three major factors that lead to the B2B investment is not warm

1 long investment cycle

And B2C industry is different, B2B companies usually have a longer investment cycle, and the exit is limited, in the country through the IPO exit difficult.

2 the audience is small

B2C enterprise market audience coverage, imagination, even 80, 90, after such subdivision will still is a very large market share; B2B enterprise total audience Co., resulting in the tendency of investors to (for class C) TMT industry.

3 entrepreneurial thinking tradition

Compared with B2C companies pay more attention to the user experience and Internet thinking is different, many B2B class enterprise thinking and business model obsolete, the Internet is slow, and some even do not have to complete the electronic.


(4) four major positive boost B2B industry in 2015 to achieve the outbreak

1 the rise of foreign B investment for reference

B2B companies in the United States accounted for the proportion of listed companies is much higher than China, investment opportunities in the domestic B2C industry began to see the top of the background, B2B industry or will usher in the capital of the spring.

2 enterprise demand and the impact of the external Internet trend of integration

In the promotion of Internet plus under the transformation of B2B enterprise internal business process driven by the needs of integration and development of enterprises to the direction of the internet.

3 huge market space

2015, China's B2B transaction amount exceeded 12.31 trillion yuan, over the same period B2C transactions amounted to 1.98 yuan, 6.22 times. Huge market to stimulate investors to find the opportunity to succeed.

4 and 4 Internet plus boost industrial concept

The country has issued a series of policies to encourage and promote the development of industry and Internet plus 4 key, help traditional enterprises to realize the information and internet. At present, the development of the B2B industry needs and national policy fit, or will provide a new impetus for the development of the industry.


(5) the size of the B2B market will continue to grow steadily

B2B market size is in a rising channel, the size of the transaction in 2015 explosive growth. According to the forecast of the Ministry of industry and trade comprehensive assessment of the information technology and industrialization depth fusion special action plan (2013-2018) "and AI media consulting valuation model, AI media analysts expected B2B market size in the next few years will remain steady growth, and will be in 2018 more than 20 trillion.



(6) VS B2C:B2B B2B in the future can be expected

B2C market growth in 2014 after reaching the peak, the market gradually into the mature period, the AI media analysts expect growth in 2018 will decline to 11.2%, but the growth rate of B2B is still maintained at a high level of about 20%.



(7) where is the B2B investment opportunity?

1 trading platform type area

Help downstream direct docking business, involving industry chain is very long, involved the entire industry from production to sales throughout the supply chain to the intermediate and re division of labor; its value lies in the upstream and downstream to help to solve the transaction efficiency and transaction cost problems.

2 ecological service sector

Provide an enterprise operating a link SAAS tool to help upstream enterprises to enhance the level of information and operational efficiency, so as to better serve the downstream customers. Its ability to create opportunities for supply chain services, financial services, but also to the direction of B2BC development, to achieve the upgrading of business models.

3 solutions in the field of

With respect to the C-terminus of the customer, B end customers often require customized solutions and service products is an important feature of the B-side procurement; because of the for a specific B end customers, will bring lower product cost and high conversion rate of customers.


(8) VC in these years, "chase" over the B2B: part of the investment case

In recent years, 24 well-known VC agencies invested more than 110 B2B projects, covering many industries, such as health care, agriculture, transportation and logistics.



(9) VC in these years "chasing" B2B: the distribution of the investment case industry

Iimedia Research (AI media consulting) data show that from the number of cases, VC more preference for agriculture and agricultural related businesses, accounted for the ratio reached 17.50%, followed by chemical and transportation logistics; liquor and energy enterprises relatively low.


(10) AI media consulting analyst point of view

1 market growth to maintain a higher level

The next few years the size of the B2B industry, although it is difficult to replicate the explosive growth in 2015, but the total is expected to still be able to maintain a growth rate of about 20% per year, and is expected to break through 20 trillion in 2018.

2 different competition is becoming increasingly fierce, and gradually form a pattern of a super strong

Ali dominate the comprehensive platform and other small and medium-sized platform or annex or will be more deep vertical business, continue to those segments of the industry needs.

3 data services and financial services will become the B side of the way companies realized

B end business gathered a large number of users in a field, involving the upstream and downstream supply chain. B side companies can use the platform data advantages as well as the ability to control the upstream and downstream of the data to provide value-added services and financial services to achieve the realization of traffic.

4 strong industry attributes, is not easy to form an oligopoly

B end consumer demand for a single category, with a strong industry attributes, not easy to form an oligopoly, a huge market cake destined to be carved up.

5 the value of the platform and the ability of sustainable development as the core

Provides a platform for value and capability of sustainable development will serve as the team and in the vertical field ability to integrate the resources to become the focus of attention of the capital investment, but also the development of B2B platform, vitality, relying solely on price will not have core advantages.

6.2016 years of investment in the B2B market will return to reason

In 2015, B2B market by the capital's attention, more and more entrepreneurs start one after another into the B2B business, B2B as a trillion potential market, many vertical segments are waiting for digging, there are opportunities. 2016, with the parties to fully tap the various segments of the market for investment in B2B will return to reason.