Where is the opportunity? On the street, in the crowd, in the fields.
Editor’s note: This article from the micro-channel public number “ attack Bo Cai Cai” (ID: jinbubo), author Shen Shuaibo.
01
We always think that change will come suddenly, but in fact all the changes have been brewing for a long time. It’s like this moment, the future has come, but you and I have not felt it. We believe that our lives have nothing to do with the world, but in fact, even an accident that is far away in Latin America will affect our lives.
From 2009 to 2019, from China to the world. This decade is enough to be magnificent and far-reaching. If our eyes and thoughts are only trapped by the housing prices of this decade, then you will at most be a beast.
In this decade, China’s per capita GDP has gone from about $3,300 to $9,800. This means: More Chinese are getting rid of poverty, and more Chinese have become middle class. This is the core driving force behind this round of consumer upgrades.
In the past decade, China’s total imports and exports have fallen from 44.86% of GDP to 34.35% in 2009. This means that China’s economy’s dependence on foreign trade has declined, and its own security has improved. However, the absolute value is based on the data of the General Administration of Customs: 4.623 trillion US dollars, doubled from 2009.
It is worth mentioning that: China’s exports of mechanical and electrical products accounted for more than half of the total, in the first quarter of 2019, accounting for 58.8%. This means that Chinese exports have been completed from primary commodities.Be advanced.
In the past ten years, China has become an innovator in everything from the United States in the Internet field. Because of the huge stock market, China has a huge scale advantage in verifying any Internet business model. To this end, China’s VC industry has spurred a huge bubble with the Internet industry, quickly ripening and quickly bursting on the tail of this decade.
In the past decade, a quarter of the world’s new greening has come from China. China has made significant breakthroughs in tackling desertification. At the same time, precipitation in the Hexi Corridor increased by 4 mm to 12 mm every 10 years. This means that northwestern China is getting warmer and getting wet.
02
Of course, in this decade, house prices have soared. He makes us uneasy and makes us jealous. But many signals tell us that the era of real estate speculation is over. In the future, China’s business must be surprisingly good. Keep it right, and be surprising.
Excessive consumerism and refined self-interest are also quite infiltration. So many absurd stories, so many joys and sorrows, are born. But I always believe that the extremes must be reversed. I believe that you, like me, are from the bottom of my heart and hate those sly, superficial, and these will eventually go with the wind.
Next, I will take you back to some of the aspects of this decade. He may have happened in China, maybe in a foreign country, but he ultimately affects us. This is the wonder of the world.
From 2009 to 2019.
03
2009-2011
In the summer of 2009, a product called Sina Weibo began beta testing. This product was originally called China’s twitter. Sina Weibo beat all Chinese Internet giants between 2010 and 2011. product.
A lot of backwards analysis makes sense, but I don’t think it would be the last time for Weibo’s era if Sina’s management failed to complete the first MBO (management buyout) in China’s Internet in the fall of 2009. Winner. Prior to this, Sina has always been considered a company without a boss.
The birth of Weibo has so far been considered epoch-making and subversive. He made the self-media 1.0 flourishstand up. At the same time, the best of the traditional media revenue, it is fixed in this year.
This year, Ma Yun wanted to retire, but did not succeed. In order to retire, he spent another full decade. He created a system, a culture, and a legend. I believe that system and culture are the places that Alibaba deserves most. Because the business itself is not likely to be learned and replicated for most companies.
We may not think that in 2008, Huawei wants to sell the mobile phone business. But because it coincides with the financial crisis, no one has taken over, so I can only continue to do it myself. Mainly to the telecommunications business to do custom machines.
In 2011, ios and andriod saw a spurt of growth around the world. Huawei began to bet on the mobile phone. After several generations of development, it has today’s Mate 30 and P30.
In 2010, a data fluctuated against the trend. That is the growth rate of China’s primary school population. Prior to this, since 1997, there has been a substantial negative growth. This is because the post-80s parents in China began to enter the historical arena. This has led to the vigorous development of many industries, such as Internet education, and of course school districts.
Therefore, any industry in any country is ultimately linked to all the characteristics of the population.
We need to be careful when making any investment decisions.
On March 28, 2010, Geely Group announced the signing of the final equity acquisition agreement to acquire 100% equity and related assets (including intellectual property rights) of Volvo Car Corporation for US$1.8 billion. It is said that the president of Volvo did not know what brand of Chinese Geely was before signing the acquisition agreement.
After eight years, Geely completed the acquisition of a 9.96% stake in the Mercedes-Benz parent company Daimler Group. There is a paragraph saying: In the future, no matter what car you buy, in the end, aren’t they all auspicious?
The ambition of Chinese entrepreneurs to go out has never been annihilated. This is the core asset of Chinese companies.
Almost the same time Geely acquired Volvo. The Greek debt crisis broke out and the EU was forced to join forces with the International Monetary Fund (IMF) to establish a 750 billion euro stabilization fund to control the situation. butGreece gasped and Ireland experienced a debt crisis in the fourth quarter.
From Greece to Ireland, to Spain, Portugal, and then to Italy. The impact of this incident continues today. As one of the most important economies in the world, the EU has a one-on-one impact.
04
2012-2014
When 2012 arrived, the world did not seem to be ruined. Is it still in contact with you to watch “2012”?
The National Bureau of Statistics announced the 2012 grain output data announcement. In 2012, the national total grain output was 589.57 million tons (1.1791 billion jin), an increase of 18.36 million tons (36.7 billion jin) from 2011, an increase of 3.2%. increase”. This is one of the most important things to do, compared to other things.
In December 2012, eight regulations were introduced. A high-end catering listed company called Xiang Eqing has never recovered from it, and several transformations are not very good. Like his fate, there is South Beauty.
This year, Tencent is no longer with Sina PK Weibo. Because he caught the first class ticket for the mobile Internet: WeChat. When WeChat was first launched, most people were not optimistic. Everyone felt that there was no difference between QQ and QQ. With the functions of drifting bottles, voice, WeChat public number, and friend circle, the trend of attending the volume is quickly presented. Since then, China Mobile Internet has smashed the hat of Copy and began to walk out of its own path.
It is also around 2012 that Xiaomi became the hottest term. Everything must be in line with the theory of the wind, and Internet thinking. Xiaomi’s biggest contribution is that he intentionally or unintentionally led the entire industry to completely civilianize the mobile phone.
Before the advent of the mobile Internet era, the valuation of companies like Public Comment was not too high. Until the LBS of the smartphone and the real-time UGC, he became a scent at once.
Based on the popularity of smartphones, the algorithm revolution was launched, and a billion-dollar enterprise was born: bytebeat. And a bunch of billions of apps.
Because the mobile age has lost its reliance on search, and the APPs have formed an island, Baidu cannot crawl it. In addition to other problems, Baidu has gone down the altar since the beginning of the year.
July 28, 2013, what day is it? It is the day when TFBOYS was formally established. It was not until a few years later that the middle-aged and older people began to face this phenomenon. This subverts the cognition and imagination of the elderly (including me).
Mom powder, aunty powder, etc. Today’s more common words, at that time, sound very fresh. In fact, a new era of star-making has arrived. BehindThe core logic is a younger generation, as well as a new cultural circle and values identity.
The New Year of 2014 is just a few days away. On the other side of the ocean, a fast-paced Xishan technology giant ushered in the new CEO. This company is called Microsoft. The CEO is called Nadella.
Nadella changed the business. Today he is once again on the throne of the world’s most valuable technology company. More than 1.05 trillion US dollars. 20 billion more than Apple. (There is fluctuation, you may see something different when you see the article)
Nadella said: “Designing products for 7.4 billion users started with designing products for a user“, which produced me Great shock. Chinese local companies are always concerned about 1.4 billion people, but most of them are part of 1.4 billion. But truly international companies are thinking about 7.4 billion users worldwide.
A few days ago, Microsoft held a new product launch, releasing a number of more innovative and attractive products than Apple.
Chinese companies have been obsessed with Apple over the years, (but more are superficial learning). I think it needs to be just right. We have to see what more global companies are doing. For example, how does Microsoft rise again?
05
2015-2017
In 2015, Tu Yu was awarded the Nobel Prize as the first Chinese scientist. I think this is something that really deserves to be remembered.
Since this year, the transformation pressure of the Chinese business community has begun to stand out. Because the old model is basically over. Investment-led growth has become increasingly limited. Keynesian theory is dying.
This year, there was a controversial company founded in the future. It is called a lot of more. I concluded in the article “Too much, redefine and fight more”:
Three important things happened in this year (2015):
1. China-made mobile phones led by Xiaomi began to launch mobile phones of several hundred yuan. The mobile phone market entered a stabbing war of bayonet, but at the same time, the popularity of smart phones in China rapidly increased.