Under antitrust, 2021 will "reshape" the Internet
"Don't just worry about the flow of a few bundles of cabbage, a few kilograms of fruit, the stars and the sea of technological innovation, and the infinite possibilities of the future. In fact, it is even more exciting."
At the end of 2020, "People's Daily" echoed the community group buying throughout the development of the Internet industry in 2021.
Relevant departments have set out to deal with issues such as platform monopoly, disordered competition, and disorderly expansion, and the Internet industry is "reshaping".
Last year, the upstream raw material prices increased and the lack of cores gradually spread to high-tech products such as home appliances and mobile phones.
Shared charging treasures are "rising", and express logistics also adjusts prices in response.
Technological innovation in various fields is advancing in adjustment, and artificial intelligence is integrating multiple technologies and merging into subdivided fields.
Advertising revenues on social platforms such as short videos have fallen, traffic has peaked, and supervision has tightened. The content industry welcomes the eve of innovation.
After the aftermath of the "listing tide", shared travel has accelerated market share competition, and capital enthusiasm has risen again.
All walks of life adjust themselves amidst changes and meet new opportunities in the norms.
The antitrust investigations on platforms such as Alibaba and Meituan came to an end, with the aim of creating a fair, efficient and orderly market competition environment.
Major platforms are gradually "removing walls". "Freedom to listen to songs", "freedom of platform choice" and "freedom of payment methods" have become the new normal of consumption, which will inevitably benefit the majority of users, small and medium-sized enterprises, and make users feel more comfortable and stimulate market players. Innovation vitality and development motivation.
E-commerce
Anti-monopoly in-depth platform began to "dismantle the wall"
Alibaba was fined 18.228 billion yuan, Meituan was fined 3.442 billion yuan, and Bull Group was fined 290 million yuan... In 2021, the anti-monopoly storm is coming.
E-commerce platforms such as Alibaba, JD.com, and Pinduoduo, as leading companies, face strong supervision.
At the same time, in the context of anti-monopoly, interconnection is frequently mentioned this year.
On September 9, the relevant business departments of the Ministry of Industry and Information Technology held an "Administrative Guidance Meeting on Blocking Web Site Links" and required all platforms to unblock them in accordance with standards before September 17.
A few days later, the spokesperson of the Ministry of Industry and Information Technology publicly stated that blocking URL links was one of the key rectification issues of the Internet industry's special rectification action launched in July this year.
Under the guidance of the government, major e-commerce platforms are gradually "breaking down walls" and moving towards "hand in hand". However, in the actual operation, the reporter found that the threshold of interconnection is still there, and it is still hard to speak of "interconnection" in the true sense.
As the downstream express delivery of e-commerce, this year also ushered in strong supervision.
In the past, major express companies lost only a few cents. Now price increases have gradually become a trend, and the price war that has continued for many years in the express industry has collapsed.
Many express companies such as Zhongtong, Yuantong, Jitu, Yunda, etc. issued notices at the end of September to regulate express prices in Shanghai that are lower than actual operating costs.
Zhao Xiaomin, deputy director of the Post and Express Committee of the Shanghai Transportation Commission, said that behind the price increase, companies need to have stronger financial strength, better management and operation capabilities, which will be a greater test for companies because users have greater choices. Right now.
At the time of Double Eleven, e-commerce express delivery is facing the test of consumers across the country.
The China Consumers Association reminds consumers not to be superstitious about the so-called "price advantage" of Double Eleven. It is best to know the price trend in advance before buying, and do not simply believe in low-price propaganda and blindly follow the trend and place orders.
During the shopping festival, not only promotion, but also the e-commerce express delivery industry began to pay more attention to green. From green production to green consumption and green packaging, the e-commerce express delivery industry is gradually responding to the "double carbon" and building a green consumption environment. From the "consumption field" to the "carbon reduction test field".
Social, content
Industry on the eve of innovation
The home period of the new crown epidemic has brought dividends to the online content industry. The daily and monthly activities of various companies have reached new highs. However, with the acceleration of resumption of work and production, many companies have started to decline in operating data since the beginning of this year.
At the same time, affected by the epidemic, the advertising efforts of mid-waist companies have weakened, especially for brand advertising, and switched to performance advertising. This indirectly affects the brand advertising revenue of video platforms, live broadcast platforms, and literary websites.
In 2021, online traffic will further peak, which will allow online content companies to gradually shift from competing for incremental users to refined operations for existing users.
Companies are also trying to break through boundaries and challenge the other's hinterland. For example, "South Douyin and Beikuaishou" attacked each other's hinterland, while Teng, Ai, You and other long video platforms have launched their short video platforms, which are known for their short videos. ByteDance has also begun to bet heavily on medium and long videos, and live broadcast platforms such as Douyu and Yingke have turned to vertical communities and social interactions to obtain new traffic.
In 2021, the supervision of the content industry will be further tightened. In addition to the literature, long video and film industries that have previously had stricter regulatory systems, the supervision of the live broadcast, short video, information flow and game industries will also be further strengthened. "Web Live Marketing Management Measures (Trial)" "Internet Information Service Algorithm Recommendation Management Regulations (Draft for Comment)" and "Notice on Further Strict Management and Practically Preventing Minors from Indulging in Online Games" have been implemented successively. These new regulations have brought clearer guidance to the content industry In addition, it has also accelerated the clearing of small and medium-sized enterprises with poor standardization, and the Matthew effect has appeared.
The combined effect of reduced brand advertising revenue, peak online traffic, and stricter content supervision has allowed the content industry to accelerate the exploration of new formats and new models.
In 2021, traditional content industries (such as literature, music, animation, etc.) will further leverage the advantages of IP (intellectual property) and become the content source of the online content industry (live broadcast, long and short video, games, e-sports). Levels of cross-border and collaboration.
Especially with the development of artificial intelligence, big data, cloud computing and other interactive technologies and virtual scenes, the content industry is on the eve of the explosion of innovation, and the Internet of Things, True Internet, and RTC real-time interaction have become promising tracks in the industry.
5G communication
From thunder on the ground to silence
In 2020, the "first year of 5G popularization", operators will catch up with each other in units of "100 million" in the number of 5G users. The price of 5G mobile phones has rushed from 3,999 to 1999, or even approaching the level of 1,000 yuan.
Under the influence of the epidemic, the "5G replacement wave" did not come as violently as expected. Discussions on issues such as the investment pressure of operators and the profit model of 5G are often seen in newspapers and networks.
In 2021, people seem to be less keen to give it a "name" about 5G.
The other side of the heat receding is that 5G is becoming an infrastructure we don't know about every day.
Statistics from the China Academy of Information and Communications Technology show that my country’s 5G mobile phone shipments in the first three quarters have reached 183 million units, accounting for more than 70%.
People are no longer surprised by the sudden connection to the 5G network, because the number of 5G base stations in my country has exceeded one million. Not only has continuous coverage in large cities been achieved, 95% of the county towns also have 5G networks.
Sneaked into the night wind, moisten things silently.
With 5G networks as the new cornerstone, the digital economy is continuing to deeply change all aspects of our lives and work.
On video websites, 4K ultra-definition video is no longer a rarity; cloud gaming has also become a new choice in the living room of young people; in the financial reports of operators, operating data has also begun to break out of the trough and steadily improve.
The Ministry of Industry and Information Technology has repeatedly held on-site meetings across the country, uniting multiple departments to promote the large-scale application of 5G in thousands of industries.
The leading companies that took the lead are also copying and promoting their wisdom transformation experience.
artificial intelligence
Increased scale and enhanced technology
At the 2021 Artificial Intelligence Computing Conference, Wang Endong, an academician of the Chinese Academy of Engineering, said, “Artificial intelligence has changed from a'black technology' five or six years ago to a'thermal technology' today, and cutting-edge research continues to emerge. The'brains' of various industries. , Unmanned operation modes continue to emerge, which is promoting the arrival of the era of wisdom.
The scale of AI training models continues to expand.
These large models include the 100 billion-parameter Pangu large model released by Huawei at the beginning of the year, the 200 billion-parameter Pengcheng Pangu-α model, the 1 trillion-parameter Alibaba Dharma Institute M6 model, the 1.6 trillion-parameter Google switch transformer model, and 17,500. The Zhiyuan Enlightenment 2.0 intelligent model with 100 million parameters, the fast-hand fine-line model recommended by 1.9 trillion parameters, etc.
"The development of artificial intelligence should gradually change from the state of "big refining model" in every household to the stage of pooling resources and training super-large-scale models. By designing advanced algorithms, integrating as much data as possible, pooling a large amount of computing power, and intensively. It is an inevitable trend to train large models for use by a large number of enterprises." said Huang Tiejun, a professor at the School of Information Science and Technology of Peking University.
Many AI companies are initially committed to a single-point breakthrough in a certain technology, such as image recognition, speech recognition, semantic understanding, and so on.
With the advancement of commercialization, artificial intelligence is increasingly integrating multiple technologies, forming comprehensive solutions in the fields of manufacturing, government affairs, transportation, education, medical care, retail, security, energy, environmental protection, and agriculture, accumulating a large number of models Case.
Sharing economy
Encounter new opportunities in adjustment
In 2021, the sharing economy will continue to differentiate, and the travel industry will undergo profound adjustments. Shared power banks will still make a fortune. At the beginning of the year, the Ministry of Transport issued a document to help the elderly travel, Didi Chuxing, Tida Chuxing, Gaode Taxi, and Meituan Travel. Other travel platforms have introduced corresponding measures to promote the parade taxi e-hailing service, optimize the car-hailing software, and add the "one-click car-hailing" function.
Travel platforms welcome the tide of listing.
In the second half of the year, Didi Chuxing's listing in the United States changed the development process of the industry, and the IPO of Hello Travel and Tick Travel pressed the pause button.
Relevant departments conducted joint interviews with 11 online car-hailing platform companies including T3 Travel, Meituan Travel, Cao Cao Travel, and Didi Travel.
Competent departments have optimized the handling of old and difficult problems in the travel industry, and further regulated compliance operations, fair competition, driver rights, and data security. The development of the industry has ushered in new opportunities.
The "Meituan Taxi", which has been off the shelves for many years, has returned to the world. T3 travel and Cao Cao travel have increased their efforts to pull new ones, and navigation platforms such as AutoNavi Maps have also increased their aggregation mode.
At the same time, industry capital was injected again. Cao Cao Travel completed 3.8 billion yuan of B round financing, and T3 Travel completed 7.7 billion yuan of A round financing. Haro Travel also reported financing news, and Yidao plans to "come back."
The entire line of shared cars "turns off", Lifan's Panda vehicles have suspended operations, SAIC's EVCARD is assigned to Xiangdao, and Shouqi's GOFUN has reduced its staff.
Shared motorcycles began to refine operations.
With the new national standard for motorcycles and opportunities for digital intelligence, travel companies such as Haro are targeting the field of household motorcycles.
In the first half of the year, the shared power bank industry was quite active under the tide of price increases.
Monster Charging was listed on the Nasdaq; Street Power announced its merger with Soudian; Xiaodian "diverted" the Hong Kong stock market, and the industry formed a "three powers and one beast" pattern.
The shared office industry continues to operate at a lighter weight. After the backdoor listing of Youke Workshop, WeWork also landed on the New York Stock Exchange in October.
Smart Appliances
Catch the "Connectivity" express train
Under the wave of digital intelligence, smart homes have come to life, and Huawei Hongmeng has allowed home appliance brands to accelerate interconnection.
In the case of repeated epidemics and rising raw material prices, the home appliance industry's performance in 2021 will be under pressure.
According to the "2021 China Home Appliance Industry Third Quarter Report" released by the National Household Appliance Industry Information Center, my country's domestic home appliance retail sales in the third quarter of 2021 were 159.52 billion yuan, a year-on-year decrease of 4%.
The white power industry has been eclipsed, and multiple reasons have caused the white power companies to grow weakly. Among them, the demand for air-conditioning categories is not strong, the growth momentum is insufficient, and the upgrade of energy-efficiency products continues to increase the average price.
The two major white power giants Midea Group and Gree Electric launched a large-amount stock repurchase program, and the amount reached a record high.
Zhang Ruimin no longer serves as the chairman of the Haier Group's board of directors, and Haier's business integration in China continues to deepen.
Panel prices have been rising all the way since the second half of last year. Although they began to pull back from a high level in the third quarter of this year, they still made the "panel duo" BOE and TCL Technology's performance strong.
Panel price increases are transmitted to downstream color TV companies, and there is a situation of volume derating and increasing, and screen size upgrades are still a market hotspot.
Competition in the display industry has shifted from a "price war" to a "structural war". Skyworth and others are targeting OLEDs, Hisense and others are keen on laser TVs, and TCL is actively deploying Mini LEDs.
The overall scale of the kitchen appliance market has declined significantly, the industry has differentiated, and Boss Appliances has bucked the trend.
The integrated stove industry stands out, and the integrated stove companies are "small and beautiful", and their net profit margins far exceed those of the kitchen appliance eldest boss, Wanhe Electric, and Vantage.
Intelligent and healthy functions are being integrated, and kitchen appliances that meet the needs of market segments continue to emerge.
During the epidemic, the high level of the small home appliance industry, which has been singing all the way back, changed from "excellent students" to "poor students" in the industry, and the performance of Xiaoxiong Electric and Xinbao shares declined significantly.
Small household appliances for personal care usher in new opportunities, and small household appliances for massage have gradually become a new favorite.
The market cycle of the small home appliance industry is approaching maturity, coupled with the hot sales in 2020 that will prompt a rapid overdraft in the small home appliance industry, negative growth in 2021 will become inevitable.
Looking at the category of cleaning home appliances, sweeping robots and floor scrubbers have performed well, among which floor scrubbers have exploded this year.
"Artificial Intelligence + Home Appliances" is the best combination of cleaning appliances, and many capitals have also entered the home appliance track.
Looking at the home appliance industry, “lazy” home appliances have become vibrant, and integration and modularization have become a major trend in home appliance innovation.
Beijing News reporter Chen Weicheng Cheng Zijiao Bai Jinlei promises Luo Yidan