China's current most developed industries

The most development potential of several major industries The future prospects for the development of various industries will be how? Where are the opportunities? Here we choose the top eight industries in the "2009 China 30 sub-segmented emerging industries list", and briefly analyze each industry in terms of market demand, development status, relevant industrial policies, future prospects, etc. We have also analyzed the potential of each industry in terms of market demand, development status, relevant industrial policies, and future prospects.

Through the interpretation of the 8 major sub-division industries, we found that these emerging industries have a broad space for development, representing the future direction of industrial development and hotspots. And a series of related statistics also show that VC, PE investment in these emerging industries in recent years is increasing, for the development of these industries continue to inject fresh blood.

Medical: the sunrise industry forever

Reason for the list: the relationship between people's livelihoods, sustained growth, non-cyclical, profitable and stable "medical care, will be the focus of IBM in 2009, the three areas." An IBM insider has said publicly. In the face of 850 billion yuan of business opportunities for health care reform, IBM, Siemens, Cisco, GE and many other multinational enterprises have acted one after another. And from the 12 VC's emerging industry promotion, medical is generally optimistic, there are IDG, Zero2IPO, Softbank Saifu, Qiming Venture Capital and other 9 promotion of the medical industry, and gave a high score evaluation.

The medical industry is an industry closely related to the life of the residents, with the growing wealth of the residents, people's demand for health is also higher and higher. Because of this, the total sales of the medical industry has been in the process of continuous expansion, with non-cyclical characteristics, so the medical industry is also regarded as "forever sunrise industry". And from the past A-share market trend, regardless of the bull and bear, medical stock plate has a strong investment opportunities.

From the international situation, with the rapid growth of China's pharmaceutical market, China's pharmaceutical consumption has increased year by year, China is becoming the world's pharmaceutical market can not be ignored as a piece of "cake". Data show that over the past four years, China's pharmaceutical market (excluding OTC and proprietary Chinese medicines) annual growth rate of about 20%. The industry expects that by 2013, China's pharmaceutical market will reach 390 billion yuan, becoming the world's third largest market.

The healthcare industry in this list is at a broad level, encompassing the pharmaceutical industry, medical devices, and medical services. According to the statistics released by Investment China, in the one-year period since February 2008, there have been 48 investment cases in the medical industry, involving an investment amount of 610 million dollars. From this, we can see that the medical industry has become the "meat and potatoes" in the eyes of venture capitalists.

Chain service industry: traditional industry out of the "top students"

Reason for the list: the chain model to change the traditional service industry, can reduce the cost of learning, branding costs, to obtain the advantage of the first-mover with the "Chinese consumer" concept of foreign capital markets have been sought after. With the concept of "Chinese consumption" gaining traction in foreign capital markets, innovative chain brands in the traditional service industry have been attracting the attention of the investment community. Merrill Lynch investment banker Robert John has said that the simple Chinese concept can no longer impress U.S. investors, and that companies with consumer concepts will be favored.

According to CIC Group's statistics, there were 35 VC and PE investment cases in the chain service industry in 2008, involving capital of $816 million. Although the business content of chain service industry is not unique, the chain model can bring consistent experience and expectation to consumers, and can quickly cover the market through standardized management and replication of products and management experience. In addition, chain operation can also reduce learning costs, brand promotion costs, and is easier to obtain the first-mover advantage. As the wealth of Chinese residents continues to grow, the Chinese consumer market is increasingly gaining global attention. jiang Xiaodong, chief representative and director of NEA China, believes that the change in the consumer structure has been an essential change in recent years, and that China has the potential to give birth to a world-class consumer service brand. In his opinion, when China's service industry accounts for 70% of its GDP, companies like UPS, GAP and Warmart will emerge in China.

From the point of view of the domestic chain service industry, there have been a number of well-known brands such as Ruijia Hotel, red children, Little Sheep and so on. Although the chain service industry is born out of the traditional industry, but its profitability is no less than other emerging industries. Backed by the huge potential of China's consumer market, the chain service industry will continue to develop or will be more compelling.

Wind power: the most mature clean energy

Reasons for the list: technology, mode of development is mature; the rapid development of the global wind power; China's huge market potential Global Wind Energy Council recently announced that the global installed capacity in 2008 reached 27 million kilowatts, an increase of 28.8%, higher than the average growth in the past 10 years. By the end of last year, the world's total installed capacity had exceeded 120.8 million kilowatts, which is equivalent to reducing emissions by 158 million tons of carbon dioxide.

Secretary General of the Global Wind Energy Council Steve. According to Sawyer, there is a huge and growing demand for zero-emission technologies like wind power in the global marketplace. In order to avoid the irreversible consequences of climate change, global greenhouse gas emissions must peak and begin to decline around 2020, and wind power is currently the only power generation technology that can achieve this goal. According to the European Wind Energy Association (EWEA), wind power has become the leading source of new installed electricity capacity in Europe.

In clean energy, in terms of technology and development model maturity, wind power due to technology has been relatively mature, and it provides more electricity than other renewable energy sources such as solar and biomass, will lead other new energy sources in a long time.

As far as China is concerned, wind power is in a phase of rapid development in recent years. Data show that nearly 1/3 of the world's new installations in 2008 occurred in Asia, where the most significant growth in China, with 6.3 million kilowatts of new installed capacity. China's total installed wind power capacity has exceeded 12 million kilowatts, accounting for 23% of the world, ranking 2nd. Steve. Sawyer claimed last year that China would become the world's largest producer of wind turbines in 2009, and that this would revolutionize the rapidly growing renewable energy sector.

The world is bullish on China's wind power industry mainly because Chinese wind power companies have a big cost advantage, and the technology level is not weak. In addition, Chinese companies have always been very fast in the expansion of production capacity, manufacturing capacity is very strong. Currently, China's production of wind power equipment, basically no exports, once the government support to promote, China's wind power equipment exports will develop rapidly, to share the global wind power rise of the feast. Note: China recently announced the medium and long-term development plan for renewable energy, wind power installed capacity to reach 30 million kilowatts by 2020. From a comprehensive point of view, wind power in China's next promising development.

Financial services: Crisis won't change growth prospects

Reason for listing: Financial services were needed to get through the financial crisis, and capital flows afterward will require "seed money for small businesses" and "sales chain financing", The terms "data financing" and "inventory pledge" have appeared frequently in the media after the financial crisis. Although the current round of global financial crisis has created a strong shockwave to the financial services industry, industry experts have said that the financial crisis will not change the growth prospects of the financial services industry. Behind the frequent appearance of these new terms also indicates that the financial crisis will have to rely on the new financial services industry to support the passage of the financial crisis.

With the old developed countries sinking to the west, developing countries are in the midst of continued rapid growth. This will lead to huge international capital flows, and some of the current financial services can play a facilitating role in this process. In terms of capital flows, financial services is a truly global market-oriented industry. According to Siegel, a professor of finance at the Wharton School of the University of Pennsylvania, the current financial crisis has changed only the names of the players and will not change the future growth prospects of the financial services industry.

In response to the financial crisis, the country has introduced a series of policies in the field of financial services, intended to solve the problem of tight capital chain of enterprises. Among them, the establishment of microfinance companies to attract private capital is one of the initiatives to cope with the financial crisis. This means that the underground "money changers" that "cannot see the sunlight" are gradually being "adapted" and begin to get involved in the financial services industry in an open and aboveboard manner. In addition, if the "moneylender regulations" are enacted, it will be the biggest reform of China's financial industry in 30 years. Since personal lending can be legalized, it should be recognized that private finance is already an integral part of China's financial sector.

Whether it's businesses or individuals, dealing with finance will only grow, not decline. This means that the next development of the financial services industry will be very broad space. The financial services industry will become more and more refined to better meet the different needs of different customer groups.

Power battery: the core of the future of the car

Reason for the list: new energy vehicles are on the agenda, the power battery future is unlimited BYD has always been low-profile BYD Chairman Wang Chuanfu had a "grandiose" that "BYD to become the first national automotive enterprise in 2015, in 2025 to become the world's first automotive enterprise, and in 2025 to become the world's first automotive enterprise. enterprise, in 2025 to become the world's first!" Wang Chuanfu is not without reason, as China's largest rechargeable battery maker, and get Warren Buffett 1.8 billion Hong Kong dollars investment, BYD in the field of electric vehicles will have great potential.

In order to cope with the global energy crisis, developed countries in the West have figured out a "coal-based - oil-based - electricity-based" new way of energy consumption, "electricity instead of oil! "is becoming a development trend to alleviate the global energy shortage. From a domestic perspective, China's energy supply and demand conflicts are increasingly prominent, increasing external dependence, including automotive oil consumption accounted for one-third of the total national oil consumption, the development of clean new energy vehicles is the inevitable choice of energy transformation.

"Rent a battery, send a car", some people for the future of the automotive industry for such a "bold vision", which is a certain reason. Power battery as a key component of the electric car, restricting the development of electric vehicles. It can be said that the future focus of competition in the automotive industry on the power battery.

From the policy point of view, since the "Eighth Five-Year Plan" to the "Eleventh Five-Year Plan", and then on November 1, 2007, "new energy vehicle production access management rules" promulgated by the state related to new energy vehicle policy intensively, can be seen in the country to speed up the development of new energy vehicles. New energy vehicle development determination. From the market point of view, the development of new energy vehicles has been the general trend. In this context, the power battery must have a very broad space for development, and become a new energy vehicle era of the "gold industry".

Solar energy industry: short-term difficulties is a good time to invest

Reason for the list: in the long run, solar energy in the new energy among the greatest prospects according to the World Energy Organization (IEA), the European Joint Research Center, the European Photovoltaic Industry Association predicted that the world's photovoltaic power generation in 2020 will account for 1 percent of the total power to 2040 photovoltaic power generation will account for 20% of the world's power generation, according to this projection in the next few decades. According to this projection in the next few decades, the growth rate of the global photovoltaic industry will be as high as 25%-30%.

China's solar photovoltaic industry, in a three-pronged outside the situation (technology outside, raw materials outside, outside the market), in 2008, due to the impact of the financial crisis, a large number of domestic solar module manufacturers due to the lack of orders can be done, have to shut down or closed down. Statistics show that as of the end of 2008, 350 domestic solar module enterprises have closed down, so far only about 50 left.

Because of the gloomy market expectations, venture capitalists are quietly away from the solar PV industry. Xu Jinrong, chairman of Jiangsu Hi-Tech Investment Group, said the company's possibility of reinvesting in crystalline silicon photovoltaic cell projects in 2009 has been very small. Today's capital investment manager Ma Jun has also said that they encountered crystalline silicon cell project, are directly PASS off.

The market for solar photovoltaic products depends mainly on the cost of power generation, and if the cost can be lowered, it will have a bright future. Participating in the first Sino-US Green Energy Forum, relevant industry insiders said that the solar power industry is experiencing the first cycle of adjustment, 2009 will be the venture capital funds (VC) and private equity funds (PE) to invest in solar energy companies the best time.

Solar energy, although the current difficulties, but in the long run, once there is a technological breakthrough, power generation costs can be reduced, the solar industry will face explosive development. For the solar industry, put a long line, can catch big fish.

Education and training: the development of red-hot without bubbles

Reason for the list: social demand, and there is a certain threshold for entry into the education and training industry, the financial crisis has played a role in helping to run. In order to enhance the competitiveness of employment and find a good job, more and more people choose to go to the relevant education and training institutions to further their studies. And from the perspective of the capital market, 2008 is a bumper year for the education and training industry. Relevant survey data show that in 2006, China's online education accounted for only 5% of the entire education and training market, in 2008, its share has grown to 10%, experts expect that the future of the distance education market will continue to rise trend, the average annual growth rate can even reach 40%.

The red-hot development of the education and training industry has also attracted the favor of many VCs and PEs. According to ChinaVenture's statistics, there were 30 investment cases in education and training in 2008, involving $458 million, an increase of 62% compared to 2007. Education and training has become one of the most valuable investments in China, and is highly regarded by strategic investors around the world.

The reason why education and training has been developing in full swing in China is that China's university education is not well aligned with the demand for jobs in society. In recent years, universities have been expanding, and the employment pressure on young people is getting bigger and bigger. This situation has given private education and training a wide world of development, vocational skills training, export training and other segments of the education and training market has developed like a spring. "China's private education is a huge market that needs to be developed." Liu Erhai, general manager of Lenovo Investment, once said.

As soon as any phenomenon becomes overheated, there is the possibility of a bubble, but most people in venture capital and education and training companies believe that there is no bubble in the education industry. Softbank Saifu Investment Fund partner Yang Dong believes that the education and training industry, due to the development characteristics of the constraints, such as teachers to be trained, the development speed is relatively slow, the need for long-term stability of the investment will have a return.