New Infrastructure Outlet: Investment In Favor Of 5G, Artificial Intelligence, Entrepreneurial Surge Must Adhere To The Essence Of Business

Since the beginning of this year, the development of the epidemic has brought challenges to all walks of life. But there are also opportunities in the crisis. The construction of new infrastructure represented by 5G, artificial intelligence and industrial Internet is attracting market attention.

Mi Lei, founder partner of Zhongke Creative Star, admitted in an interview with the twenty-first Century economic report that, like Internet investment and mobile Internet investment in the past few years, the new infrastructure may cause an investment boom in the venture capital industry for more than five years. This is the biggest investment opportunity in the current environment.

Today, the new infrastructure is continuing to spark the enthusiasm and participation of venture capital institutions. In June 30th, many investors began to discuss the investment opportunities brought about by the new capital construction in the "2020 new infrastructure production and Trade Conference" sponsored by the pioneering black horse.

5G, investment opportunities in the field of artificial intelligence highlight

The capital investment partner, coke, thinks that the new infrastructure is more invested in the digital world infrastructure than the traditional infrastructure investment in energy, transportation and water conservancy. Among them, 5G, the Internet of things and other new ways of connection also bring new investment opportunities.

Huang Yubin, founder partner of Yun Kai capital, pointed out that in the era of 5G, investment opportunities were first reflected in the field of infrastructure, including optical communication components and wireless modules. After the completion of the infrastructure, there may also be opportunities for new platforms. But this new platform is an upgraded version of smart phones or a new platform for AR/VR and a new platform for smart cars. When the new platform appears, the new applications will bring investment opportunities. This is like in the 4G era of smart phone popularity in the past 10 years, there are drops of taxi, the United States and other new applications.

"The opportunity for 5G has really emerged." Huang Yonghong, chairman of Xiamen hi tech creation Angel Venture Capital Co., Ltd. Many industries have been hit this year due to the impact of the epidemic. However, from the current contact situation between the team and the project, orders for many 5G related businesses are growing. 5G related optical communications, chips and other aspects are full of opportunities.

At the same time, Huang Yonghong also optimistic about the field of artificial intelligence. "Recently, there are many artificial intelligence projects in Xiamen, focusing on the application of artificial intelligence. We are exploring the application of artificial intelligence to related industries. In the next 3-5 years, the field of artificial intelligence is expected to have a big outbreak. He said.

Wu Shichun, founder and partner of plum blossom venture, believes that there are still opportunities for venture capital in the field of intelligence and digitalization. So the plum blossom Angel invested in the company's intelligent patrol, which provides the intelligent operation and maintenance services, such as listening to cloud, and so on, which make the industry more intelligent.

Business logic must be considered in tuyere business

On the day of the conference, the list of Unicorn TOP100 of the new infrastructure industry was also officially released. The top companies are mainly distributed in 5G, industrial Internet, big data, artificial intelligence and so on. Judging from the financing cycle, there are 80 enterprises after the B round. C wheel (including Pre-C, C+) at this stage of the largest number of enterprises, 39.

From the perspective of geographical distribution, 83% of the top listed companies set up headquarters in the first tier cities. Among them, there are 45 Beijing enterprises listed. Huang Mingming, founder partner of Ming capital, said that China's next wave of unicorns, even hundreds of billions of dollars, will be born from technological innovation, enterprise services, and 5G, industrial Internet and other fields.

Niu Wenwen, chairman of the venture black horse group, pointed out that this is an unprecedented era of industrial chain reorganization and upgrading. At this juncture, it is very important to use Ke Chuang to re energize the industry. The new infrastructure is the most important force, which will bring the whole industry to a new look. At the same time, the city is the main battlefield of China's industrial upgrading, and also the main battlefield of the new infrastructure. They look forward to the new infrastructure and look forward to the creation of the unicorn in the city to build up their businesses and reshape the industry.

It is understood that on the day of the city's trading activities, from 9 to 22 points, there are 276 intent transactions. Among them, there were 175 transactions from 27 cities and 101 transactions from 36 investment institutions.

There will be more and more start-ups participating in the new infrastructure wave, but Huang Yonghong stressed that although the new infrastructure is the outlet, we must also realize that no matter what industry, business logic will not change easily. Entrepreneurs should pay attention to what they can bring to their customers and what value they create.

"Although we all attach great importance to the new capital construction, actually, from the information we have grasped, the finance at all levels is now tense, and the difficulty of getting the support from the government will be bigger and bigger." He said. Therefore, entrepreneurship is still to find the market to value and profit. Entrepreneurs need to think clearly about what they can bring to their customers and whether there are genuine innovations.