I. Ten Years of Huaying Capital
/kloc-in the past 0/0 years, Huaying's capital asset management scale has exceeded 6 billion yuan, and there are nearly 160 investment enterprises, including 5 1 credit card, butterfly music, Wei Meng, Interface Finance Association, Space-time Electrical Appliances, boss direct employment, Deep Blue Technology, Keqi Bar, Internet, Giant Orange Network, Blue, White and White. Since the establishment of the fund, the valuation of 35 enterprises invested by Huaying Capital has exceeded 500 million yuan. Among them, Wei Meng was listed on the Hong Kong Stock Exchange on 20 19 and 1, with a valuation of nearly 10 billion yuan; 9 158 video community, deep blue technology, space-time electric vehicle, BOSS direct employment, interface, etc. The value exceeds 5 billion yuan.
Second, Huaying's attention to trends and opportunities:
1, the trend of consumption diversification. Pay attention to the incremental population (Z generation population, silver-haired population, sinking population) and intensive farming stock population.
2. The trend of traffic platformization. The super platform has become a new soil for the birth of unicorn enterprises, and the competition for user attention has become increasingly fierce, and the platform has become a traffic highland. In this context, there are still opportunities for independent platforms focusing on vertical people, and industrial unicorns based on platform ecology will grow.
3. The trend of strengthening content and trading links. E-commerce, e-commerce content and data guide the operation of the whole platform.
4. The upward trend of domestic products. The two-wheel drive of category bonus and flow bonus has brought about the rise of domestic products.
5. It is a new opportunity brought by the integration of content and transaction.
6.ToB market opportunities. On the one hand, it is technology-driven, focusing on data infrastructure technology and Internet of Things layout; On the other hand, IT is industrial upgrading, focusing on the service and IT upgrade layout of large consumer enterprises.
Director Liu Tianjie of Huaying Capital Investment said that entertainment is Huaying's main channel. If you want to walk steadily and far in the main channel, the water carrying the ship is "flow". As for the investment strategy in the entertainment field, simply put, it is to take traffic as the core, bet on the direction of traffic, lay out relevant content in advance, and seize the traffic dividend.