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Industrial Investment Author of this article: Wang Tianfan 2015-09-03
Disruptive opportunities will not arise from consumption upgrades,Real lifestyle changes are more about exponential growth from scratch,New enough、Bring people higher cost performance、Efficient and practical。
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Lifestyle,As the name suggests, it means food, clothing, housing and transportation、Eat, drink and have fun。I found,For those urban youth in China,You can use ten dimensions to view their current lifestyle。These dimensions can also help us sort out current entrepreneurial companies and new entrepreneurial opportunities。

10 dimensions affecting the lives of new urbanites in China

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The first trend is that literature and art are not niche。In fact, the lifestyle we are talking about、Literature,In fact, it is not a niche。This is no longer a little girl Instagramming a latte、Strike a pose for a photo,It’s time to express how refreshing you are。In fact, literature and art have already emerged,It is made of culture、Literary and artistic composition,These three parts represent a very large market。For example,There are many more "sour" mobile content consumption applications popping up now,YES MONO、Read comics, etc.;There are also various mobile TV stations that have appeared in this era of changing reading media,For example, one、One seat、Penguin Eating and Drinking Guide, etc.;Of course,A user is sometimes no longer just a consumer of content,Also a very successful content producer,So we saw the appearance of Mian Meng and Zu Ji。

2. Lazy person bonus

The second trend is the lazy bonus。Now,Everyone has become very lazy,We are enjoying the "lazy man'188bet sports betting app download s dividend"。Most of the O2O projects that emerged from last year to now emphasize one point,That’s “door-to-door”。Everything can be delivered to your door,Everything can solve the "last mile" problem and be delivered to you,Any kind of person can serve you。So we saw the fresh bee、Yimixian,And various door-to-door services - give you manicure、Give you a massage,Medicine can be delivered to your door。There are also Magic personal assistants that are popular from the United States,Just a text message from you、A WeChat message,There will be someone to serve you,you can ask anything。

3. Decision Desert

The third trend: decision desert。What I personally value most is the Chinese people’s “decision-making desert”。In fact, our parents never taught us how to live: they lived in a working age,Because I have to raise a family and children,Their way of life is work。Not like American and European children,They see what kind of life their parents have,This way of life can continue。But for us it is an exploration of a new way of life。Some people still don’t know what fun things there are in their city;Want to take it to a higher level,I don’t even know how to order a steak。Some companies have emerged under such circumstances: such as where to go on weekends,Tell you where to go on the weekend (there are a lot of the same companies);Ru Chengmi,Help you explore in a strange city;Want to buy some high-quality packages,Yes Enjoy;In addition, there is also a collection of discount information from all e-commerce websites on what is worth buying、The gift that teaches you how to choose a gift says...in this direction,There are many such companies。

4. Reality and fullness of desire

This is what Chinese young people are really facing: reality,But everyone has full desires。In this case, many things with Chinese characteristics were produced,For example, Chinese parents go overseas to buy milk powder for its safety;Some young people in China particularly "worship foreigners",Go to Tao Shijie and Mi Tao to buy 188bet app download foreign goods;Some people want to walk out and never come back after they get rich,There is Juwai.com at this time、A platform is waiting for you over the sea to help you immigrate...

5. 24/7 On Mobile

Next is the “24/7 On Mobile” phenomenon。Obviously,Many people nowadays are bowheads,Even suffered from tenosynovitis,And more and more things can be done on mobile phones。I myself once experienced a trip that did not rely on cash at all: just using the products of these companies in the PPT can completely solve the entire trip。After arriving, you can also find group purchases on Meituan,Because there are almost all hotels in the destination、SPA is all online。Book a flight、Not to mention booking a hotel,Just use these OTAs;I used Mafengwo and Qiongyou to plan the entire trip;Even if I need someone local to tell me how this place works,There are so many platforms for “making friends”。So,「24/7 On Mobile」,You only need a mobile phone、Just some APPs and ready money。

6. The rise of free men

The next step is a trend that I particularly value,It is "The Rise of the Free Men"。Last year to now,Most service platforms have begun to use a variety of outsourcing personnel,Some people even move migrant workers from surrounding villages to work in Beijing。A variety of special cars keep drivers busy,As long as you have your own car,You can drive a black car;The chef is also busy,If you are a cooking expert,You can make money with your craft on these platforms;Students are also busy,They can help platforms like Fenqile issue loans,In order to repay the loan, you can also work part-time in Zhaimi;If you own a house,You can rent out empty houses through Xiaozhu Short-term Rental...In the era of the rise of free people,Everyone can have his own way of life,Everyone can be a freelancer。I’m thinking,If one day,Everyone is not working,When you need to make money,Let’s piece these platforms together,"Build" your own life。

7. Chinese design power

The next one is my favorite,It is "188bet sports betting app download Chinese Design Power",This represents China’s design power。This does not mean that the Chinese are designing it,But the Chinese are increasingly capable of integrating international design。For example, the project Zepp invested by our BAI (Bertelsmann Asia Investment Fund),The product has entered Apple Stores around the world;The same company we invested in is smart hardware manufacturer EMIE,Already sold his designs to overseas markets。More and more designers have emerged on various platforms,Sell your own abilities and products。

8. Live for dignity

"Live for dignity",This is the mentality of many young people。Many young Chinese who have just become the middle class do not actually have much savings,But they still want very good service,What to do?In fact, their inner OS is "living for dignity"。Decent accommodation,We can go to Lianjia Ziroom,It has a lot of IKEA style on it、A house that is not expensive;Dress well,There are also some inexpensive customized services available;Play decently,There are also services like Miaoji Travel that put together very cheap air tickets and good local hotels to form travel itineraries。

9. Advanced hormones

"Hooking up" is already a very vulgar word,So we proposed the concept of "advanced hormones"。This era,Many people start by transforming themselves。Quantified Self,Can we use auntie、Xiaomi bracelet、PICOOC;Want to transform myself,You can use Keep to exercise;Of course,If you want to show yourself,Make some friends of the opposite sex and the same sex,And Tantan and Aloha。

10. Super productivity

Finally, "Super Productivity"。This era,We all have the right to show off our best bits。Start with your own transformation,Produce some social skills with an international perspective,It is what many people hope to have,So many related social tools were born。For example, a butter camera that can help you take photos of another world,Nut phone that flaunts emotional consumption,A DJI drone 188bet online sports betting that costs six to seven thousand yuan and only flies two or three times for the purpose of showing off aerial photos... It can be seen from this,Strong style is also a kind of productivity。

What is a revolutionary opportunity?

But,Finished these ten points,We discovered that these are just the OSs in our hearts,They are just ten angles to position the lifestyle of Chinese young people。Then,Where are the opportunities?Venture capital still hopes to be exposed to a large number of revolutionary entrepreneurial opportunities。

If you want to tap the needs of modern young people,We can emerge from the void、ignorance、Blind、Fear、Longing、Struggle、effort、trying to wait for their ideas,To dig out what can provide them with abundance、Authority、Personality、affinity、Beautiful、Easy、Jieyou、Easy stuff。But,How to clarify the logical relationship?

I always thought,"Consumption upgrading" is not a concept that venture capital investors or people looking forward to high-growth entrepreneurial opportunities in this era should have,Because it only represents 10% growth per year,Only represents the process from Lanzhou Ramen to Ajisen Ramen。In this process,Only some good consumer companies can be born,It’s not that big related to the Internet。And,Most people’s funds are still tight,One-third of their money must be paid to the mortgage,To support parents and children。So,Disruptive opportunities are not entirely born from this 10% annual growth。We want to see more exponential growth from scratch,New things appear from zero to one。These things will directly affect people’s time allocation,Influence their attention,Even generate habits and word of mouth-this may be where the revolutionary opportunities lie。

My own opinion,There are three indicators that define a revolutionary lifestyle:

First of all, it must be new.A new way of fitness,A new kind of furniture equipment,Or a new way of traveling。

The second is cost performance.Bought 188bet app the same thing,I want good value for money - cheaper,Or better performance,The same product can bring me more pleasure。Want to exercise but no longer need to apply for a card;Bought a cheap but definitely stylish product;Or the price is absolutely transparent,A travel experience that doesn’t require thinking like a group tour。

Finally, what I care about most: time efficiency.This era,Everyone saves their time very much,Everyone is disturbed by many fragments,Many decisions need to be made in a very short period of time,So,A good product allows everyone to exercise anytime and anywhere,Easy decision making for IKEA style purchases,Or plan a trip in 10 minutes。

Thinking about Chinese characteristics

Starting a business in China,We must think about the characteristics of China as a whole,Because the Chinese market is very different from the United States。Neighborhood socialization does not exist in China,The characteristic of China is actually this: everyone lives in high-rise buildings,Most cities are like a thousand cities,Everyone has to travel one to two hours from the subway to work,This is the unique state of Chinese urban life。Only under such circumstances will various door-to-door services be produced,Various startup companies based on the entire life of young people。Therefore,Looking for lifestyle entrepreneurship opportunities in China is not just about copying the American model,But look at what the current living situation of the Chinese people is like。

Give an example,These are three typical Chinese people’s current ways of living。

Picture 1 is a typical rental picture I found on Dingding Rental: Although I am rich,But still living in such a sloppy environment。

Second,I see most Chinese people traveling abroad for the first time,I am still downloading those travel notes from Mafengwo and Qionyou。You can’t find such a guide abroad,This is a unique ecology in China。Why is this?

The third one is to show off your meat,Chinese people 188bet online sports betting seem to be very willing to show off their flesh。This phenomenon is found in similar APPs abroad,For example, MyFitnessPal,Can’t see this phenomenon at all。This shows that China has a very unique friend circle culture,And it has penetrated into every aspect of life。

Lastly invested by BAI、Three companies that confirm these three trends。Zaozuo represents a new kind of home design,Miaoji Travel represents cost-effectiveness (a group tour experience with transparent prices),Keep represents the improvement of time efficiency (fitting anytime, anywhere)。

 

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