**: Market information.
*: Daily Capital.
In the face of the 2024 that has arrived, what are the industries that can make money?
No matter when, follow the trend, aim at the opportunity, and start decisively, in order to make money more smoothly. Although some companies have problems in 2023, even some of the once popular tracks have begun to become crowded. However, it cannot be denied that there are always some enterprises with foresight, and there are always some enterprises that have successfully stepped forward on the waves.
So, in the face of the 2024 that has arrived, what are the industries that can make money? We try to judge from several dimensions such as policy support, financial attention, corporate participation, and imagination space, and the following 10 major industries may have huge gold mines in 2024, and the silver economy with a market size of 7 trillion yuan can only rank in the seventh ......
Turn to the next page to see which one is right for you.
1. Trillion-dollar model: who is in charge of ups and downs?
Since the release of ChatGPT by Open AI on November 30, 2022, the number of active users worldwide has exceeded 100 million in just two months. After that, Chinese companies followed suit and quickly entered the wrestling competition. Entering 2024, iFLYTEK has launched the Spark Model 3Version 5.
There is no doubt that this is a trillion-dollar market recognized globally, and no one will miss it. It is estimated that by 2030, ChatGPT is expected to open a trillion market size for AIGC (generative AI). Specific to China, according to the "China AI Digital Business Outlook 2021-2025"**, the scale of generative AI technology application in China is expected to rise to 207 billion yuan by 2025, with an average annual compound growth rate of 84 from 2020 to 20251%。
So, will the domestic large model surpass GPT or will it be left behind farther and farther?
2. Lithium batteries are replaced and the industry is subverted?
Will lithium battery be broken as the main way of energy storage at present? The answer is yes.
Lithium battery is a transitional energy storage product in terms of safety, mining cost, storage capacity and environmental protection. Moreover, new energy storage media are being continuously developed and promoted by major companies around the world. One piece of news for 2024 is that Microsoft has partnered with a national laboratory in the United States to use artificial intelligence technology to quickly identify a material that could mean 70% less lithium is needed to produce batteries than it does now. This technique replaces most of the lithium with sodium, an element commonly found in table salt. However, an extensive evaluation is still needed to determine whether it is suitable for mass production.
This new technology may one day be applied to cars, power grids, and other places where batteries are needed. Lithium is expensive to mine and is concentrated in a few countries, so lithium is used in much less and sodium is used more because sodium is cheap and abundant.
In other words, once raw materials such as "sodium" are used in energy storage, it is inevitable that lithium batteries will be eliminated, which will inevitably reshuffle the current energy storage industry.
3. Electric vehicles: 2In the 0 era, Internet companies are killed?
Electric vehicles are another industry worth looking forward to. And with Xiaomi and other Internet and technology companies squeezing into this track, China's electric vehicles have really entered a new stage.
It's not hard to understand. In the first phase, electric cars seem to be able to play with electric cars as long as they have money. This kind of savage growth has made the life and death of electric vehicles commonplace. After a round of reshuffle, the remaining electric vehicle manufacturers suddenly became "fragrant and sweet", and electric vehicles also rose. Such a strange phenomenon is very incomprehensible, some car manufacturers who have not played in the traditional automobile era, as soon as they turn around, electric vehicles have become hundreds of thousands of yuan to millions of yuan "artifact"? Curiously asked, where did the courage come from?
When many people want to understand that electric vehicles are simply "a bunch of batteries + 4 wheels + a large screen", and then major manufacturers begin to frantically add the application of technology companies, everyone ignorantly feels that once the Internet and technology companies that have long been accustomed to the "cost-effective" battle join the industry, it may be an important sign of the maturity of the industry.
Nowadays, Huawei and Xiaomi have entered the electric vehicle industry, and it is time for the electric vehicle industry to pay more attention to cost performance, user experience, and quality. Hurry up and shuffle the cards!
4. Hongmeng Hongmeng: Everything is possible!
On January 18, Huawei announced that the HarmonyOS Next HarmonyOS Galaxy Edition is open for developers to apply, and this latest version of the HarmonyOS system is also known as the "pure-blooded HarmonyOS". In Yu Chengdong's words, HarmonyOS Next does not rely on the traditional UNIX kernel and Linux kernel, but on the independent HarmonyOS kernel.
More importantly, at present, HarmonyOS's circle of friends is expanding, including Meituan, Ali DingTalk, Xiaohongshu, Bilibili, 58.com and Anjuke, AutoNavi Map, McDonald's and other fields of enterprises and developers have joined the construction of the HarmonyOS ecosystem. By the end of 2023, another 15 banks will join the HarmonyOS ecosystem, including 6 large state-owned banks and 9 joint-stock banks.
How big is the market? Soochow** said that the market size of Hongmeng's PC operating system in 2023 will be 18.3 billion yuan; The market size of mobile application software development is 20 billion yuan; China's on-board OS market size is 18.5 billion yuan; The IoT operating system market is expected to reach 10 billion.
The most important thing is that Hongmeng represents China's independent innovation ability to a certain extent, breaking the constraints of the bottleneck, so everything is possible in the Hongmeng circle.
5. Innovative drugs: the king forever!
The field of medicine is forever hiding all kinds of known and unknown gold mines. There are still many diseases that humans cannot defeat, and almost every once in a while, a new virus appears on the planet and ravages the world. There is no doubt that the specific drugs for these diseases are gold mines.
There are also known chronic diseases and common diseases for which there is no specific drug yet, and once the research breakthrough occurs, the economic value will be enough to attract attention. At the end of August 2023, Tonghua Jinma's share price began to rise rapidly, and by mid-December of that year, its share price had quadrupled. The core reason is that Tonghua Jinma, through its holding of Changchun Huayang, has the best special drug for mild and moderate Alzheimer's disease (commonly known as Alzheimer's disease)1All intellectual property rights of the Class 1 new drug succinate octahydroacridine tablets.
Agency**, in 2027, the market size of innovative drugs will be as high as 2 trillion US dollars. Well, 2 trillion US dollars, it is necessary to rely on real skills to share the cake, and the most that can be fooled is to stimulate the stock price, and finally the dust will return to dust.
6. Cultural tourism: "Killing crazy".
Nowadays, without two literary brushes, they are embarrassed to say that they are the director of culture and tourism. Recently, the directors of culture and tourism in various places have moved, and the eight immortals have crossed the sea to show their talents on various short ** platforms. In a word, I want to be the next Erbin or Zibo.
According to the latest data released by the National Bureau of Statistics, in 2023, the total retail sales of consumer goods will exceed 47 trillion yuan, an increase of 72%, the scale hit a record high. Consumption has once again become an important force driving economic recovery, with final consumption expenditure contributing 82 percent to economic growth5%。
I understand, the director of culture and tourism can't fight if he doesn't fight! This is a rare good business that can be seen nowadays. It is estimated that in 2024, the number of domestic tourists and domestic tourism revenue will exceed 6 billion and 6 trillion yuan respectively, and the number of inbound and outbound tourists and international tourism revenue will exceed 26.4 billion passengers, $107 billion.
Friendly reminder, in the face of consumers who vote with their feet and competitors who work silently, if you don't practice your internal skills just because of "red eyes", you will blindly follow the trend and rush to "get started", I am afraid that you will only be ruthlessly ridiculed and abandoned by the market and consumers in the end.
The silver economy of the trillion-dollar market: it has risen to the national level.
There is no doubt that with the rapid increase in aging, the "silver economy" will become an important area in the future. And it has risen to the national level.
On January 15, 2024, the General Office of ** issued the "Opinions on Developing the Silver Economy and Improving the Well-being of the Elderly", which is the first policy document named after the "Silver Economy" in China. It is reported that the current scale of China's silver economy is about 7 trillion yuan, accounting for about 6% of GDP. By 2035, the scale of the silver economy will reach about 30 trillion yuan, accounting for about 10% of GDP.
However, it is fair to say that at present, there is still a lot of room for improvement in all aspects of society for the health care and tourism of the elderly. In the future, if you want to get a share of the silver economy, you need to be engaged in enterprises and individuals who need to treat the elderly sincerely, empathize, and truly "be a person first and then do things", so that the silver economy can develop in a more healthy and orderly manner.
8. Property market: the general trend of liberalizing purchase restrictions?
No one thought that the "liberalization" of purchase restrictions in first-tier cities would come like this.
On January 27, 2024, the General Office of Guangzhou Municipality issued the "Notice on Further Optimizing the Policy for the Stable and Healthy Development of the Real Estate Market in Guangzhou", which proposed: Resident families and individuals (regardless of whether they are registered in the city, the same below) and newly purchased housing (including new housing and second-hand housing, the same below) with a construction area of more than 120 square meters (excluding 120 square meters, the same below) are not included in the scope of purchase restrictions; Houses with a construction area of more than 120 square meters under the name shall not be included in the accounting of the number of housing units already owned under the name.
It is reported that at present, more than half of the restrictive policies in Guangzhou's property market have been withdrawn. After the cancellation of the 120-square-meter new purchase, the Guangzhou real estate market may usher in a small spring after the Spring Festival. Moreover, the continuous and substantial relaxation of restrictive policies in the Guangzhou property market has also made industry insiders speculate whether this is of pilot significance, and whether Beijing, Shanghai, and Shenzhen will also join the ranks of liberalizing purchase restrictions in the next step?
If so, will the real estate market usher in a full "spring"?
9. Trillions of liquor: Don't toast, drink this now.
It's a market that almost everyone continues to be bullish on. According to the "Guiding Opinions on the Development of China's Liquor Industry in the 14th Five-Year Plan (Draft for Comments)", the development goals of the liquor industry in the 14th Five-Year Plan show that by 2025, the sales revenue of the liquor industry will reach 800 billion yuan. It is estimated that in 2026, the scale of China's liquor market is expected to exceed the trillion mark for the first time.
However, the concentration of the liquor industry is becoming more and more obvious. It can be seen from the operation of 20 listed liquor companies in the first three quarters of 2023 that the top six listed liquor companies account for more than eighty percent of their revenue, and the competition among small and medium-sized liquor companies will be further intensified. What's more interesting is that Moutai, the leader of liquor, is constantly expanding the strategy of "liquor +", and Moutai ice cream and Moutai coffee can also bring surprises, but in general, this strategy has not yet become a new growth point.
In 2024, what kind of "+ story" will there be?
Q: After 9 years, can you "rise" once?
A: Ahh......hThe secret of heaven must not be revealed, and when you don't talk about it, I'll tell you again.