In the next ten years, China will enter a new era of capital. Which industries will be most worth investing in?

Investment is a permanent topic, especially in the stage of rapid development in China, where many dark horses in the industry have appeared frequently. In the next ten years, China will enter a new era of capital. Which industries will be most worth investing in?

Luxury goods industry

19 years ago, the term "luxury" was still an unfamiliar term to Chinese people. At that time, the purchasing power of Chinese luxury goods was only 1%-2% of global consumption. However, 19 years later, the Chinese have become very important to the international consumer goods market.

According to a survey by Bain Consulting, Chinese are the world's largest buyers of luxury goods, accounting for 29% of global luxury consumption. Most of them are purchased through outbound travel, and some are purchased by overseas agents. Chinese students overseas initiated this business. They attract customers through social media, and some daigou use e-commerce sites such as Taobao for transactions.

In the next 10 years, China is expected to surpass the United States to become the world's largest luxury goods consumer market. By 2020, the Chinese luxury goods market will reach nearly 1700 billion euros. Chinese people will consume 44% of the world's luxury goods, surpassing the United States to become the world's largest market.

A Chinese who works on purchasing agents in Paris said that the recent anti-corruption efforts in China have had a certain impact on his luxury purchasing agents.

However, consumer and trade research expert Erwan Rambourg pointed out that Chinese wallets are still expected to continue to be the largest source of global luxury consumption.

The Italian Luxury Industry Association also believes that luxury consumption will continue to grow steadily in the next 10 to 15 years, and the annual growth rate is expected to be 5% to 6%. The report stated: "From the perspective of return to investors , The rate of return on investing in the luxury goods industry will be higher than investing in other projects."

cloud computing

Cloud computing has become one of the important directions of national strategic emerging industries. The application is rapidly expanding along the two dimensions of depth, and the market potential is huge.

According to foreign media reports, sensors and networked devices have sprung up and are everywhere. This indirectly creates a problem, the data they generate must be stored or processed. The simple way is of course local processing, but when it comes to more complex things, such as predictive analysis, mobile application visualization data, and sharing data with other devices or applications, these will happen in the cloud.

Currently, cloud computing providers have started their competition to fight for the storage and processing of such data.

In fact, it has become a consensus that cloud computing, as an important means to change the global information industry's competitive landscape, contains huge strategic value and industrial opportunities.

According to market research organization IDC, the global cloud computing service market will grow by an average of 4% per year in the next four years. Specifically, in the Chinese market, China's cloud computing service market will reach 26 billion U.S. dollars in 2014, and the annual compound will be close to 11% in the future. The growth rate increases.

The industry generally believes that the rapid development of cloud computing is expected to become the most creative event in the third wave of technological revolution. As a result, all parties in the industry chain such as telecom operators, Internet companies, communication equipment vendors, and software vendors have accelerated their races.

Among the strong camps in the cloud computing market, operators have become the focus of attention in this race because of their ability to develop cloud computing networks and the two cornerstones of data centers.

Zero emission vehicle

The technical competition surrounding "zero-emission" vehicles, especially fuel cell vehicles, has become increasingly fierce, and the global "zero-emission" vehicles have entered a "decisive battle." Whoever maintains the lead in this round of automotive technological change and industrial upgrading will become the "new overlord" of the future world automotive industry.

Since 2009, China has been the world's largest country in automobile production and sales for many consecutive years. The popularization of automobiles has not only improved people's production efficiency and quality of life, but also produced huge consumption of oil resources, traffic congestion in large and medium cities, and opportunities. Major problems such as air pollution from motor vehicle exhaust.

Therefore, for the automotive industry, transformation and upgrading is an urgent matter. The Chinese government has made it clear that accelerating the development of new energy vehicles is an important link in the implementation of the national innovation-driven development strategy, and is the key to promoting the transformation and upgrading of my country's auto industry and realizing the leapfrog development of the auto industry from large to strong.

A few days ago, the University of California, Davis will cooperate with the China Automotive Technology Research Center to study the commercialization of plug-in and fuel cell electric vehicles and expand the zero-emission vehicle market.

California leads the zero-emission vehicle sales market in the United States and is the largest new car market in the United States, while China is the global leader in new car sales.

Film and television entertainment

Nowadays, watching movies is favored as one of the daily pastimes of residents. With a large number of excellent films landing in major theaters across the country, the summer film market is very hot.

Looking at the capital market, the two domestic film giants, Huayi Brothers and Guangguang Media, have taken advantage of the domestic film box office feast from the beginning of the year to the present, and their share prices have soared. The leading TV drama Huace Film and Television has also soared this year.

According to the data of Yen Consulting, as of September 9, the total box office of mainland movies reached 21 billion, and the number of movie viewers exceeded 212.3 million. Before the arrival of the National Day, it may successfully exceed the box office of 6 billion in 2013. .


Although China's film production has begun to take shape, the number of large-scale production films with high commercial value is still relatively small.

New energy under the "low-carbon economy"

Countries around the world are committed to the development of low-carbon economy, which will give birth to a large number of new low-carbon energy industries, low-carbon lifestyles, low-carbon technology development, etc. In the future, a new round of world economic competition will surely be a low-carbon economy competition .

Major developed countries will accelerate the transformation of low-carbon economy and form a new global competition pattern. Large-scale investment in low-carbon fields will foster new economic growth points, and developed countries will lead the development of low-carbon technologies and industries.

The US government will continue to implement the Green New Deal and foster new energy industries. In 2009, Obama signed the "Recovery and Reinvestment Act", which included the development of new energy sources, energy conservation and efficiency enhancement, and response to climate warming. The development of new energy is the core content, and the total investment related to the development of new energy exceeds 400 billion US dollars.

The United States will vigorously promote the production of renewable energy, formulate and implement strict automotive emission standards, and will also promote the development of green buildings and the construction of a new smart grid. In addition, the United States will adopt a series of energy-saving and environmental protection measures to develop a low-carbon economy and cultivate new energy industries, making them a new economic growth point and revitalizing the American economy.

In the future, the EU will continue to maintain its leading position in environmental protection technology and implement a low-carbon economic transformation strategy. In order to achieve the "three 20% goals" for the development of a low-carbon economy (by 2020, the EU will reduce greenhouse gas emissions by at least 1990% compared to 20, and increase the proportion of renewable clean energy in total energy consumption to 20%. To reduce the consumption of fossil energy such as coal, oil and natural gas by 20%) will invest 480 billion euros, of which the main investment is for environmental protection technology.

Low-carbon is a brand-new industry, which can make China stand on the same starting line with other countries, and may create a group of wealth heroes just like the Internet industry around 1998. The US "Fortune" magazine pointed out that China and other Asian countries have led the United States by a large margin in energy-saving and environmentally-friendly derivative industries.

During the "Eleventh Five-Year Plan" period, China's environmental protection industry is expected to maintain an average annual growth rate of 15%-17%. The key areas of environmental protection investment mainly include water environment, atmospheric environment, solid waste, ecological environment, nuclear safety and radiation environmental protection construction And environmental capacity building.

financial investment


Local clothing brand

On both sides of a typical one hundred-meter-long street, there are 34 shops selling various local brand products. Challenges to Nike and Adidas (it is believed that the sales of both companies in China this year may both be around US$10 billion) are Anta, Xtep, 361 Degrees, and Li Ning. (LiNing), Xingquan, K-Bird and Deerway.

Cartoon industry

According to statistics, the annual domestic animation program broadcast market demand gap in China is 25 minutes, and its production revenue, derivative product revenue and international market broadcast revenue total 200 billion yuan.


The number of TV, Internet, mobile phone users, and netizens in China is already the world's largest, advertising revenue is growing rapidly, and media is the fastest-growing consumer product. However, per capita advertising expenditure is only 2% to 3% of that of the United States, and the prospects are promising.

Sports management

The contribution of the American sports industry to the American economy accounts for 11%, while the contribution of the Chinese sports industry is only 0.7%. The Chinese sports industry is still in the early stages of the development of the international sports industry. As an athlete, Yao Ming has also invested in this industry.

The average growth rate of total profit and net profit of sports management companies that have been developed through the use of market-oriented international competition exchanges has reached about 40%.

Some foreign economists and sociologists predict that the sports industry will become one of the four major industries in the world in the 21st century.