Recently, I have communicated with many friends who are doing ToB projects. Whether they are engaged in B-side products, B-side operations or B-side sales, everyone feels pain. The B-side projects are really too difficult to do, so far there is no easy to do. Project on the B side.
There are no B-end giants in China. Even old-fashioned companies such as Kingdee and UFIDA, which have been doing B-end projects for more than ten years, have a current market value of only HK$93.413 billion and 146.549 billion yuan; from the end of 2019 to the end of 2020, Kingdee's stock From 7.8 Hong Kong dollars to 29 Hong Kong dollars, UFIDA's stock rose from 30 yuan to 45 yuan; compared with the market value of foreign giants Salesforce and SAP of 208.2 billion US dollars and 156.4 billion US dollars, there is still a lot of room for growth, and the country email list domestic C-end The market value of Alibaba and Tencent, the leading companies, are also quite different.
In 2015, it was called the first year of SaaS. Since then, ToB projects have sprung up; domestic giants such as Alibaba and Tencent have adjusted their structures two or three times a year and began to exert their efforts on the B-side; the original consulting companies , and also began to do B-side business, and ToB's startups are more favored by capital.
In June 2019, the total number of netizens in my country reached 854 million, and the Internet penetration rate reached 61.2%; however, the growth rate of netizens in my country has dropped from 30%, the highest since 2001, to 3.8% at the end of 2018. is reduced to 1.6%.
my country's demographic dividend has disappeared, the Internet gold rush is also gradually fading, and the era when you can make money with your eyes closed is gone forever; Internet products will compete for the number of users to the length of the user's use, and the time will be saturated one day; At another time, ToB's capital began to seek a faster realization path, and no longer expected to make profits through the model of losing money first and then making money.
The disappearance of the demographic dividend has the greatest impact on Internet giants. The total number of users of WeChat and Taobao has been equal to the domestic population; therefore, the giants are also seeking new growth opportunities, so BAT has already deployed the B-end ecosystem to find new growth points.
Alibaba's "Five New" Strategy - In 2016, Alibaba proposed the "Five New" strategy for the first time, namely "new retail, new manufacturing, new finance, new technology, new energy", pointing out that the Internet has become the infrastructure for economic and social development, The acceleration of cloud computing, big data, and the Internet of Things will redefine traditional production supply and consumption demand patterns.
Tencent established the Cloud and Smart Industry Business Group (CSIG) - In September 2018, Tencent's organizational structure underwent major adjustments. One of the core measures was the establishment of CSIG to help companies serve users more intelligently and build a new smart industry that connects users and businesses. ecology.
Baidu "All in AI" - According to Titanium Media, in 2017, Baidu Lu Qi announced the complete AI ecological open strategy, namely "All in AI", at the Baidu AI Developers Conference in 2017; The opening letter of the open letter stated that the purpose of this structural adjustment is to "accelerate the integration of AI and industry and promote the process of industrial intelligence".
Liu Song, vice president of Alibaba, once predicted that the volume of the industrial Internet may be 100 times that of the consumer Internet; Internet giants are constantly looking for new profit growth points, and they have turned their attention to the B-side scene, which is inseparable from the attributes of the Internet.
The Internet provides connections. After the connection between people, people and enterprises, enterprises and enterprises, and then the Internet of Everything; the transfer of the Internet from the C-side to the B-side is under the background of the continuous upgrading of the Chinese consumer market and the gradual decline of the demographic dividend. , the only way from the consumer Internet to the industrial Internet.
From January 1st to March 15th, 2020, a total of 95 financings occurred in the ToB industry; in the same period in 2019, a total of 149 financings occurred in the ToB industry. If there was no epidemic, the number of financings this year should be the same as the same period last year, and the capital market gradually Optimistic about ToB's track.
However, this does not mean that ToB's business is easy to do, because the domestic industrial Internet has just started in 2018, and the consumer Internet has been officially connected to the international Internet since 1994, and it has been 26 years. In comparison, ToB's industrial Internet has just started, and there is no one dominant phenomenon in any industry.
This year's epidemic has catalyzed the actions of all walks of life to move to the cloud. Although the country proposed the concept of Internet + in 2015, in 2018, the Ministry of Industry and Information Technology issued the "Implementation Guidelines for Promoting Enterprises to Use the Cloud (2018-2020)" Notice, even if the In this way, the domestic industrial Internet has just been in a period of rapid development, and the degree of user acceptance has been gradually improved.