The most promising industry in China in the next decade.

It is the general trend for enterprises to migrate to the cloud. The cake in the domestic cloud computing market is more and more attractive.

Although IT giants such as Ali, Tencent and Huawei have entered one after another, the complexity of China's enterprise market still makes opportunities at the IaaS level;

At the SaaS level, we should also focus on analyzing whether specific products and services meet the actual market demand of domestic customers.

Second, big data.

"Big Data+"has penetrated into almost all industries, and the investment strategy in this field is:

1. For resource-based big data companies: the data resources are large and complete enough, the data value is imaginative enough, and the data mining integration ability is strong enough;

2. For technical big data companies: the technical threshold is high enough for the company to quickly form scale effect and network effect, so as to quickly occupy enough market share;

3. For applied big data companies: the application market is large enough, the company has good growth and strong liquidity.

Third, virtual reality.

The development prospect of virtual reality is imaginative, and it has a wide application space, such as games, movies, education, sports, advertising, medical care and so on.

The investment strategy in this field is:

1. In a short time, manufacturers who can lay out the virtual reality industry chain have investment value from hardware equipment, content production to platform distribution;

2. In the long run, the content of virtual reality will be the soul of the industry, and the investment in mature content industry manufacturers will be full of opportunities.

Fourth, artificial intelligence.

According to the forecast, the market scale of artificial intelligence will grow to 1 1 1 billion dollars in 2024. The initial technology accumulation and data accumulation have produced significant scale effect in the past, so the wave of artificial intelligence reshaping all walks of life is about to strike, and will trigger a new round of it equipment investment.

In the field of artificial intelligence, the main directions of concern include:

1, computer vision recognition (a typical face recognition);

2. Computer adaptation (taking all kinds of robots as examples);

3. Subdivide the underlying technical fields (such as natural language processing, machine learning and knowledge mapping).

Verb (abbreviation of verb) 3D technology

After the investment boom of 3D printing in previous years, 3D printing technology has entered a new stage, but the application market still needs to be broken.

Next, the key points of the new round of 3D technology include:

1, 3D printing special materials and its technology;

2. 3D modeling and customized design software;

3. Innovative enterprises around 3D printing technology (that is, the combination of 3D printing with education, medical care and industry 4.0).

Sixth, driverless technology.

Driverless technology is currently mainly used in the field of drones and driverless cars. Theil Group of the United States predicts that the global UAV market will grow from $6.4 billion in 20 15 to $0.5 billion in 2024, with a rapid development trend. Driverless cars have not yet appeared, but McKinsey predicts that by 2025, there will be an output value of $200 billion to $65,438 +0.9 trillion in this field. By then, the output value of driverless cars in China will be at least one trillion yuan, with unlimited potential.

The field can continue to pay attention to the following targets for a long time:

1. With the gradual liberalization of policies, giants such as Baidu, Google, BMW and Audi have stepped up the layout of driverless cars, focusing on leading enterprises in various fields such as automotive electronics related hardware, car networking related software and complete vehicles;

2. In the field of UAV, the focus is on the subdivision of parts manufacturing and overall design, as well as high-quality enterprises with great potential among UAV solution providers.

Seven, robots

Due to the rising labor costs and the adjustment of the overall economic structure in China, the future rise of robots and its huge market scale have been recognized by major institutions.

1. The future industrial robots will have strong self-learning ability and specialization ability, and make innovative extensions to more subdivided fields and structures;

2. Cooperative robots can cooperate with people and are widely used in all fields of life, which is the product of "cross-border";

3. There is no upper limit for service robots, which far exceeds the market scale potential of industrial robots and cooperative robots.

Eight. new energy

China is the largest new energy market. Developing new energy industry is an inevitable choice to change China's energy structure, reduce dependence on fossil energy and reduce environmental pollution.

1. Lithium batteries have formed a complete industrial chain in China, and the demand for downstream power and energy storage batteries is huge;

2. Compared with lithium batteries, supercapacitors have obvious advantages in fast charge and discharge, long cycle life and high power density, and can be widely used in urban public transport, rail transit, wind power generation, oil drilling, port machinery and other fields.

Nine, new materials

New materials are the cornerstone of the new economy, and the rapid development of China's military industry, high-speed rail, nuclear power, aerospace and other cutting-edge manufacturing fields cannot be separated from the breakthrough in the field of basic materials.

X. Biotechnology and life sciences

With the development of genomics, molecular biology and other basic disciplines, biological agents and life science and technology are playing an increasingly important role in treatment: in biological agents, more and more monoclonal antibodies have a breakthrough effect on intractable diseases such as tumors and diabetes, and "blockbuster" new drugs are frequent.