Medical and health industry

In this epidemic, the most direct demand is in the field of medical and health care, in addition to the professional medical supplies of front-line health care personnel.The most important thing is that the health needs at the public level will break out.

The epidemic is also a universal health education for the general public throughout the country. Especially,During the epidemic, people found that:People with good health and resistance are often cured, while those with other concurrent diseases are more likely to be at risk.

Therefore, the health care industry will break out in three aspects:

1. Traditional protection enterprises

At present, the production of face masks in China is seriously insufficient, and the daily production capacity of professional N95 masks is only 600000.

Even after the epidemic, mask manufacturers will still face huge demand, and more and more people will be willing to wear masks in public places in the future.

Electronic thermometers, air sterilizers and multi-cycle electronic masks will become increasingly popular and become the daily needs of the public.

Some auxiliary health products that enhance the body's immunity and physical strength will also become hot sellers to some extent.

With the rise of health awareness, offline gyms, fitness equipment, etc., will benefit from this.

2. Internet medical platform

During the epidemic, lilac doctors, micro doctors, Alibaba Health Information Technology and other platforms all launched online free clinics to help users screen for common colds and new pneumonia. On the one hand, they relieved the pressure of offline medical treatment, saved resources, and let countless consumers experience the convenience of Internet medical treatment.

Moreover, the whole medical process can be closed-loop. Alibaba Health Information Technology, for example, launched the "don't go out" service through Taobao App. After online consultation, the online doctor prescribed the prescription and the medicine was delivered directly to the home.

Before 2019, the proportion of online consultations was only 2% and 4%. Under the catalysis of this epidemic, the proportion of online consultation has increased to about 10%.

In addition, in June 2019, the state clearly stipulated that Internet health care can be included in health insurance payments. There is good reason to judge:In the future, Internet medical platform enterprises will usher in a big outbreak.

3, pharmaceutical e-commerce O2O

The whole closed loop of medical treatment is divided into three steps: online consultation-doctor prescription-medicine purchase.

However, this process will not be completely picked up by the whole platform like Alibaba Health Information Technology. In the "medicine purchase" link, for some conventional drugs, consumers will buy from Dingdang Kuaiyao, JD.com Medicine, and even Meituan, ele.me and other platforms.

Therefore, the pharmaceutical e-commerce O2O platform will usher in a big explosion.And in a certain period of time, a large number of O2O platforms with unique regional characteristics will be derived.

Mobile games have more explosive potential than PC games.

According to media reports, Arena of Valor and Game for Peace, Tencent's two popular mobile games, performed very well during the Spring Festival. The flow of "Arena of Valor" in New Year's Eve was higher than that on New year's Eve in 2019, which shows the business opportunities brought by the impact of the epidemic to the game industry.

In addition, Perfect World's "New The Smiling、Proud Wanderer", the social game "play it", and the "Plague Company", which has something to do with the epidemic, have all become dark horses during the Spring Festival.

Sony Group Corp's PS4, Microsoft Corp's Xbox and other console games, as well as "Lianliankan", "fighting landlords" and other leisure games, are also favored by players.

By contrast, mobile games are more explosive than PC games.Staying at home is hard for the public, but for game makers, it's a good time to generate demand.

In addition, game consumption also has inertia, and the demand for games spawned will not fade with the end of the epidemic.

Paid videos and members

Data show that during the epidemic, the top three most popular video platforms are: iQIYI, Inc., Tencent Video, Tik Tok. IQIYI, Inc., Youku and other paid members have increased.

The most popular TV dramas during the Spring Festival in 2020 are "under the Golden clothes", "double arrogance", "country Love 12" and so on.

"unique double arrogance" belongs to the old version of the remake, still has a very high audience rating. This is mainly because the bottom of the classic works is the commonality of human nature, but with the change of the times, the audience's aesthetic, emotional expression and preferences for actors have changed. The "unique double arrogance" is to adjust the actors and aesthetics on the basis of inheriting the martial arts spirit and love.

Whether a TV series or movie can make money or not, the key is to find out what the spiritual needs of a certain social class are in a certain period of time. In this way, the products you produce can satisfy them, it will be very meaningful, and you will make a lot of money.

"New Internet Celebrity economy" will break out in large quantities.

In terms of short videos, Douyin DAU exceeded 300 million, reaching 311 million users, an increase of 93.1% over the previous year; Kuaishou Technology's DAU was 177 million, an increase of 55.8% over the previous year; Tencent and Weishi increased by 595% (with some website data).

The outbreak of short videos will give birth to a large number of new online celebrities and a new online celebrity economy.

There are three main differences between new online celebrities and traditional online celebrities: 1, online celebrities are more from the general public and grassroots figures; 2, the audience's "review rate" is higher; 3, traditional online celebrities rely on advertising and carrying goods to make money. New online celebrities are more inclined to content implantation.

There are a large number of entertainment numbers, Duan numbers and knowledge numbers on Douyin, such as "Lao Liang Story Club", "Zun Bao Dad", "know a little bit of allusions" and so on. These dozens of seconds of hilarious jokes, guessing games, popularization of knowledge, business reasons and so on, all have high transmission genes.

In the field of music, since the end of 2019, the street singer "Xiao A Qi" has been very popular, including "not called chivalry", "down the hill", "the girl said to me," and so on, which has been spread by tens of millions or even hundreds of millions of people on the Internet.

There are two reasons for the popularity of Xiao Qi:

One is her sweet appearance, canvas shoes, jumpsuits and other clothes that conform to the aesthetic appreciation of young people, as well as the strength to strive for progress on behalf of popular grassroots singers.

Another factor is that many people spread on the Internet for more than ten seconds, spreading only the best part of each song, and short videos are easy to spread because they are in line with the "short feedback" mechanism of the human brain. (by contrast, reading is "long feedback", so it's not easy to concentrate on it.)

With the accelerated popularization of short videos by the epidemic, some new Internet celebrities will be born in the future, which will further promote the outbreak of Internet celebrity economy and traffic economy.

Enterprise Consulting Service platform will rise

Due to being unable to return to work during the epidemic, many entrepreneurs are willing to study online and think about the future of the enterprise.

For example, Zhenghe Island, as a deep social platform for high-end contacts in Chinese business, continuously launched a series of courses on "Public Live broadcast of Anti-epidemic on Zhenghe Island" during the epidemic, inviting top experts from all over the country to analyze the epidemic situation, its impact on the economy, and the survival rules of private enterprises, creating hundreds of millions of transmission volumes.

After the epidemic, companies that benefit from online courses willPay more attention to their own anti-risk ability and organizational structure adjustment, business transformation, whether online or offline, corporate consulting services will usher in an explosive period.

In addition, the enterprises that provide business services for enterprises will also break out. After all, the establishment of new companies, the bankruptcy of the original business, the statistics needed for transformation, product packaging design, advertising and so on, all need someone to help you.Accounting firms, audit firms, law firms, design companies and so on will usher in business growth.

Online education platform

As the school can not resume classes, New Oriental Education & Technology Group, TAL Education Group, Yuanfudao and a number of online education platforms ushered in the outbreak of spring.

The biggest advantage of online education platform is the advantage of famous teachers.After the epidemic, the market adjustment will be accelerated, and some students who have listened to famous teachers will find it very difficult to deal with ordinary teachers, and online education is bound to usher in a period of explosion. Moreover, online education and offline integration is also an inevitable trend in the future.

Online office software

Many enterprises should start online office, nail, WeCom and other online video, task management systems, servers are crowded.

Although there is still some controversy about online office work, it is a feature of anything new. Due to lower costs and more flexibility, there is bound to be a wave of online offices in the future.

Modern manufacturing industry

During the epidemic, some traditional companies are thinking about business models.In the crisis, the business structure is added and subtracted so that the company has a more effective business ability to deal with uncertainty dynamically.

After this epidemic, it will accelerate Chinese enterprises to move towards more advanced modern manufacturing fields.

In particular, some enterprises that rely heavily on manual labor will abandon some chicken rib products that are "tasteless, but a pity to be abandoned", concentrate their advantages, retain their core competencies, upgrade their manufacturing equipment, and transform to the present manufacturing industry.

The direction of enterprise business transformation is likely to be the Internet of things, smart cities, new energy, energy conservation and environmental protection and other areas, these areas have higher anti-risk ability.

A high standard of living service will break out.

During the epidemic, due to people's unwillingness to go to large supermarkets, community convenience stores, fresh e-commerce and other enterprises, there have been concentrated outbreaks.

There are also some distribution services, Meituan, Baidu, Inc. takeout and so on, the business is blowout.

It can be said that the epidemic has given birth to a "housing economy." In the future, logistics and errand service in the same city will rise further, and people in the future will become more and more "lazy", more and more "nerdy", and less and less like to get in touch with people.

However, people's demands will not be reduced, and life services not only stop at the initial stages such as "online shopping" and "ordering online", but toward a more diversified trend.

For example, four people's hot pot ingredients, semi-finished dishes, and even door-to-door cooking, door-to-door domestic service, home organizers and other high standards, characteristic services, will gradually rise.

The life medical industry will become a great tuyere.

In addition to the health industry, China's life biotechnology market is in great demand. The epidemic has exposed China's lack of medical resources and the lack of capacity to deal with the crisis.

At present, Japan and the United States are at the forefront of the world in the field of life medicine.

Japanese stem cell technology can not only treat diseases, but also be used to fight aging. Through the regenerative medicine of stem cells, the bladder, liver and even the heart can be reconstructed. Some scientists believe that it is not a dream for humans to live to 120 years old.

Life biotechnology in the United States is also at the forefront of the world, and the US government spends 60% of its scientific research funds on life science research. Biotechnology often accounts for more than 30 per cent of the world's most valuable future-changing technological breakthroughs ranked annually by MIT.

After the epidemic, the demand for life biotechnology in the Chinese market will show a growing trend of outbreak. This will promote China's progress in three areas:The first is the acceleration of the original research and development of drugs; the second is the demand for intelligent medicine under 5G; the third is the innovation of high-end life biotechnology.

Relevant enterprises can invest in these areas as soon as possible and lay out as soon as possible.

Psychological counseling and one-on-one psychological companionship

During the epidemic, many people scanned the news every day, resulting in fear, anxiety and other emotions.

After the epidemic, there will be a large number of people in need of private psychiatrists and private psychological care. In the future, there will be more and more people in need of psychological comfort, online counseling services will gradually rise.

Staff bodies and think tanks

The epidemic makes Chinese enterprises face a lot of difficulties, such as difficult to start work, broken capital chain, loans, wages during the epidemic period and so on, which have become difficult problems faced by a large number of small and medium-sized enterprises.

However, the industry in each place is different, and the actual demands of enterprises will be different. In the process of collecting private suggestions and introducing relevant policies, local governments will be more pragmatic and will increasingly refer to third-party independent reports such as professional staff bodies or think tanks.

At the same time, the epidemic is also a wake-up call, some risk assessment agencies, early warning agencies, and so on, will gradually surface.

Therefore, with the deepening of China's reform and the transparent transformation of the government, these think tanks and staff institutions will play a more and more important role.

Catering and tourism industryThere will be explosive growth.

At the moment, though, catering companies have suffered the biggest setbacks. However, one or two months after the end of the epidemic, there will be large-scale explosive growth in the catering and tourism industries.

Because the "house" is a kind of suppression of their own demands, is the original demand for consumption has been curbed.

If the epidemic is controlled optimistically, there will be a peak season for tourism and catering consumption in the May Day short holiday, Dragon Boat Festival holiday and even National Day after the epidemic.After all, you still have to go where you need to go and meet your friends.

Tourism is a kind of shortage economy. When you get bored at home, you want to go out and have a look. If you stay outside for a long time, you want to go home with your parents. This is the characteristic of people.

During the Spring Festival, many people feel "full" at home and begin to come up with various ways of entertainment. Even after some people are suffocated, they become immoral and tie firecrackers to the dog's tail to play. As a result, the dog runs into the house and burns the whole house.

Therefore, human beings are a kind of shortage economy. As soon as the epidemic is over, there will be a large number of "suffocated" people who will go to all parts of the country and the whole world to have a look.The "retaliatory rebound" of consumption」It's predictable.

Conclusion: the epidemic period is a big test.

When a challenge comes, it is likely to be an opportunity for those who have brains and those who are prepared.

But in the future business, polarization is inevitable, just like the saying in the Gospel of Matthew: "if you have something, you have to double it to make him redundant; if you don't have it, take away the rest of him." "

The enterprises with the head will be ready to start after the cold winter, while those whose main businesses are not concentrated are likely to face an even worse winter.

Therefore, the epidemic period is an opportunity to think deeply about the future of your own enterprise.