New Business Evolution Theory 2018 is considered to be the year when the concept of industrial Internet exploded, and major Internet giants have laid out their plans in the To B field.

On September 30, 2018, with the establishment of the "Cloud and Smart Industry Business Group", Tencent announced its first organizational structure adjustment since 2012.

Tencent CEO Ma Huateng publicly declared that he would fully embrace the industrial Internet and said that Tencent would take this opportunity to enter the next 20 years.

Immediately afterwards, Alibaba released the Feilong Industrial Internet Platform, using big data, cloud computing, and the Internet of Things to help transform the manufacturing industry, and also set its sights on the To B market.

Subsequently, Baidu also announced an organizational structure adjustment, upgrading the Intelligent Cloud Division (ACU) to the Intelligent Cloud Group (ACG) to carry the development of AI to B.

In addition to BAT completing organizational structure adjustments and moving towards the B-side, in fact, JD.com, Meituan, Xiaomi, and almost all Internet giants are re-evaluating the value of the B-side.

1. The C-side traffic dividend has bottomed out. In the past few decades, domestic and foreign Internet giants were basically born in the areas of life and consumption such as search, social networking, e-commerce, food, clothing, housing and transportation. The Internet at that time was also called consumer-grade Internet, that is,

To C.

But in recent years, the demographic dividend has gradually disappeared.

According to QuestMobile research, the number of monthly active mobile Internet users reached 1.138 billion in 2019, and growth has slowed further. The growth rate of monthly active users has been declining, with a year-on-year increase of 6.3% in December 2017.

In March 2019, the year-on-year growth rate fell below 4% for the first time; in terms of user growth, the average daily usage time per user in the first quarter of 2019 only increased by half an hour, and the growth rate of time has a trend of narrowing.

This means that the development momentum of the consumer Internet has slowed down, and the ceiling of the C-side is looming.

All walks of life are striving to return to their essence, grow inward, improve efficiency, and reduce costs, thereby promoting the integration of the digital economy and the real economy, the integration of online and offline, and the combination of the Internet and traditional industries.

"In the next 30 years, the world will not belong to Internet companies, but to companies that make good use of the Internet." Jack Ma emphasized in many speeches.

In the next 30 years, the real economy will only embrace Internet trends and grasp the changes of the times so that it will not be eliminated by the times. Only by empowering the real economy can the Internet find a way out.

At this year’s Two Sessions, “Industrial Internet” frequently appeared in Ma Huateng’s proposals.

He believes that with the process of digitalization, the main battlefield of mobile Internet is developing from the consumer Internet in the first half to the industrial Internet in the second half.

The consumer Internet without Industrial Internet 6 will only be a castle in the air.

Next, Tencent will take root in the consumer Internet and embrace the industrial Internet.

Industrial Internet, as the name suggests, refers to traditional industries leveraging big data, cloud computing, artificial intelligence and other technologies to achieve deep integration of traditional industries and the Internet, improving internal efficiency and external service capabilities.

In fact, Yao Xin (former founder of PPTV) who turned from an Internet company founder to an investor, Hong Mingci (former Acer executive and Tencent e-commerce chief strategy officer) who transitioned from a traditional corporate executive to an Internet person, and China Cornerstone Management

Consulting Chairman Peng Jianfeng (one of the drafters of the "Huawei Basic Law" and a famous management scientist).

As early as 2016, this term has been proposed from a macro perspective.

Yao Xin pointed out that because of computing, interaction and connection, there is an opportunity for a more qualitative leap in the future.

There is reason to believe that we will usher in a new era in the next ten years.

The essence of connection is the collection of data. Cloud computing processes data and feeds back the results of data calculations to our real world in an interactive way.

Therefore, Yao Xin strongly agrees that "data is our future" and the core capabilities of future business opportunities will change.

2.

The B-side is a broader "blue ocean" industrial digitization, and its service targets are from the C-side to the B-side, which is what we often say. It is the second fold of the Internet after the demographic dividend gradually disappears, and is an extension of consumption digitization.

, with the blessing of the Internet and user base in the first half, serving the B-side.

Compared with the consumer Internet, the industrial Internet is larger.

This can be seen from the amount of connections and demand between the two. The consumer Internet is mainly connected to people and terminals such as PCs and mobile phones.

The objects connected by the Industrial Internet include people, equipment, software, factories, products and various production factors.

From the perspective of its impact on the national economy, the industrial Internet is more significant than the consumer Internet.

From a functional perspective, the consumer Internet mainly helps existing products achieve more efficient consumption and circulation by connecting consumers.

Although it will also have a promotional effect on the production process, overall, this impact is still indirect and limited.

In contrast, the impact of the industrial Internet on production is more direct and obvious.