First, cloud computing

It is the general trend for enterprises to migrate to the cloud. You can see:

1) The growth of public and private cloud markets is still going hand in hand, not a zero-sum game;

2)IaaS level: It is more and more important to have diversified business application ecosystems, such as Amazon, Google and Microsoft.

3)SaaS level: mainly concentrated in human resources, OA, CRM, marketing, B2B commodity procurement and other fields, such as SalesForce, Sap, Oracle and so on.

4)PaaS level: Without independent giants, it is more likely that IaaS giants will extend upwards or SaaS giants will extend downwards in the future.

The domestic cloud computing market is still in its infancy, and the market cake is more and more attractive. We predict:

1) 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;

2)SaaS level: In addition to paying attention to the above sub-areas, we should also focus on analyzing whether specific products and services meet the actual market demand of domestic customers.

Second, big data.

The total financing of big data industry in 20 13-20 15 years was 800 million dollars,15.4 billion dollars and 2 billion dollars respectively; The financing events of 20 13-20 15 were 10, 42 and 50 respectively. "Big Data+"has penetrated into almost all industries, such as "Big Data+Retail" represented by Alibaba, "Big Data+Medical Care" represented by Lilac Garden, and "Big Data+Real Estate" represented by SouFun. Our 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.

We believe that the virtual reality industry is already on the eve of the outbreak. From the simple logic point of view, people can no longer be satisfied with the services of 2D images and 3D images. In fact, virtual reality is to create a panoramic environment with the help of computer system and sensor technology, so that users can mobilize all their senses to generate human-computer interaction in this brand-new environment, bringing users a perfect sense of immersion, and users can also use their unlimited imagination to create in this environment.

At present, the global virtual reality industry is still in the early stage after nearly a hundred years of development, and the supply chain and various supporting facilities are still being explored. But the development prospect of virtual reality is imaginative, and it has a wide range of application space, such as games, movies, education, sports, advertising, medical care and so on. At present, major consulting organizations are optimistic that virtual reality will achieve ultra-high-speed growth in the next five years, and the outbreak is close at hand. We believe that:

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 Tractica's 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 next 3-5 years, the wave of intelligence will bring trillions of markets. In the field of artificial intelligence, our main concerns in 20 16 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. Experts predict that in 20 16 years, the market size of China 3D printers will be expanded to 10 billion yuan; At the same time, the Waller report shows that the global market scale in 20 16 can reach 7 billion US dollars. If the application market can be opened, it may exceed 1000 billion yuan or even reach 200 billion yuan by 2020. Taking the medical industry as an example, it is estimated that the market scale will reach1900 million USD by 20 15 years.

Next, the new round of investment hotspots of 3D technology include:

1)3D printing special material and its technology;

2) 3D modeling and customized design software;

3) Innovative enterprises around the industry model of 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.

In this field, we have laid out Yiwate, the first brand of industrial drones, and will continue to pay attention to the following goals 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. We focus on leading enterprises in various fields such as automotive electronics related hardware, vehicle networking related software, and complete vehicles;

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

Seven, robots

China's aging population is increasingly prominent, labor costs have risen sharply, and the overall economic structure is facing transformation. The future rise of robots and its huge market scale have been recognized by major institutions. We believe that there will be huge investment opportunities in the robot industry in both short-term and long-term, and there will be considerable market scale from industrial robots, cooperative robots to service robots:

1) The future industrial robots will have strong self-learning ability and specialization ability, and will innovate and extend 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, and they have market scale potential far exceeding that of industrial robots and cooperative robots. We believe that service robots used to help the elderly and medical care will lead the development.