以下內容為徐建海演講實錄,由B2B內參整理
大家下午好!今天很高興過來跟大家分享一下對B2B具體的思考。我們之前主要是投B2B賽道,也投了很多B2B企qi業ye,在zai投tou的de過guo程cheng中zhong,我wo們men所suo投tou的de很hen多duo企qi業ye也ye深shen化hua了le我wo們men對dui這zhe些xie行xing業ye的de思si考kao。今jin天tian在zai這zhe裏li,跟gen大da家jia做zuo一yi些xie交jiao流liu和he分fen享xiang。這zhe是shi我wo們men在zai過guo去qu幾ji年nian整zheng理li了le在zai美mei國guo的de資zi本ben市shi場chang裏li麵mian,對dui標biao的de產chan業ye互hu聯lian網wang公gong司si。
我們著眼於美國資本市場的C端公司和B端公司,其中上市的公司的比例基本上是一半一半的。B端公司裏麵有一半是提升企業內部效率的,另外一半是關注企業交易的平台。我們自己對B2B的理解就是專門針對企 業間交易的平台,我們統計了一下,在美國上市的公司數量,超過百億美金的有86家,50-100億美金的有62家,10-50億美金的有248家。這(zhe)樣(yang)的(de)賽(sai)道(dao)裏(li)麵(mian),我(wo)們(men)感(gan)覺(jiao)產(chan)業(ye)互(hu)聯(lian)網(wang)的(de)機(ji)會(hui)還(hai)有(you)很(hen)多(duo)。因(yin)為(wei)從(cong)國(guo)內(nei)來(lai)看(kan),這(zhe)麼(me)大(da)的(de)市(shi)場(chang),產(chan)生(sheng)上(shang)市(shi)公(gong)司(si)的(de)數(shu)量(liang)可(ke)能(neng)比(bi)這(zhe)個(ge)更(geng)多(duo)一(yi)些(xie),這(zhe)是(shi)我(wo)們(men)看(kan)到(dao)的(de)也(ye)是(shi)大(da)家(jia)這(zhe)兩(liang)年(nian)越(yue)來(lai)越(yue)關(guan)注(zhu)產(chan)業(ye)互(hu)聯(lian)網(wang)最(zui)根(gen)本(ben)的(de)原(yuan)因(yin)。
huidaochanyebenshen,womenzijikanzhenggechanyedegejulimian,qishiyiduanshigonggei,yiduanshixuqiu。congzhenggechanyeliantonglaijiang,zuishangyoushiyuancailiao,baokuogongyepin,henduoshengchanqiyeshangyoudeyuancailiao,yeshiwomenfeichangguanzhudesaidao。zhongjianzhecengqishishishiwuxingdechanpin,baokuokuaixiaodenggezhongpinleidaolingshouzhijiandeliutong。
另(ling)外(wai)還(hai)有(you)一(yi)塊(kuai),其(qi)實(shi)在(zai)服(fu)務(wu)業(ye)裏(li)麵(mian),也(ye)有(you)一(yi)些(xie)渠(qu)道(dao)到(dao)終(zhong)端(duan)企(qi)業(ye)間(jian)的(de)流(liu)通(tong)。下(xia)麵(mian)是(shi)倉(cang)儲(chu)物(wu)流(liu),最(zui)底(di)層(ceng)是(shi)技(ji)術(shu)的(de)變(bian)革(ge)。我(wo)們(men)跟(gen)很(hen)多(duo)產(chan)業(ye)公(gong)司(si)的(de)人(ren)有(you)過(guo)交(jiao)流(liu),發(fa)現(xian)了(le)幾(ji)個(ge)核(he)心(xin)點(dian)。第(di)一(yi)點(dian),我(wo)們(men)發(fa)現(xian)很(hen)多(duo)產(chan)業(ye)裏(li)麵(mian),原(yuan)來(lai)有(you)很(hen)多(duo)生(sheng)產(chan)型(xing)企(qi)業(ye)上(shang)市(shi)了(le),慢(man)慢(man)發(fa)現(xian)當(dang)產(chan)業(ye)供(gong)需(xu)關(guan)係(xi)發(fa)生(sheng)變(bian)化(hua)的(de)時(shi)候(hou),往(wang)往(wang)出(chu)來(lai)一(yi)些(xie)流(liu)通(tong)變(bian)革(ge)的(de)機(ji)會(hui)。另(ling)外(wai)人(ren)力(li)也(ye)是(shi)一(yi)個(ge)非(fei)常(chang)大(da)的(de)變(bian)化(hua),我(wo)們(men)發(fa)現(xian)很(hen)多(duo)傳(chuan)統(tong)行(xing)業(ye)裏(li)做(zuo)采(cai)購(gou)和(he)銷(xiao)售(shou)的(de)人(ren),原(yuan)來(lai)很(hen)多(duo)都(dou)是(shi)60後、70後,但是近兩年慢慢變成了80後,甚至90後,並且成了一線的業務人員。
以前互聯網大部分做的是C端(duan)的(de)數(shu)字(zi)化(hua),近(jin)兩(liang)年(nian)從(cong)效(xiao)率(lv)上(shang)看(kan),發(fa)現(xian)產(chan)業(ye)的(de)效(xiao)率(lv)有(you)很(hen)大(da)的(de)提(ti)升(sheng)空(kong)間(jian)。還(hai)有(you)一(yi)點(dian),資(zi)本(ben)和(he)人(ren)才(cai)對(dui)產(chan)業(ye)的(de)關(guan)注(zhu)度(du)提(ti)升(sheng)到(dao)一(yi)個(ge)比(bi)較(jiao)高(gao)的(de)高(gao)度(du),越(yue)來(lai)越(yue)多(duo)的(de)資(zi)本(ben),原(yuan)來(lai)投(tou)C端的,今年有很大的比例把錢投到B端。原來C端做互聯網的人才,現在很願意去產業裏做,他們也看到了這樣的機會。
談到B2B,以(yi)前(qian)最(zui)早(zao)的(de)時(shi)候(hou),其(qi)實(shi)大(da)家(jia)都(dou)非(fei)常(chang)關(guan)注(zhu)的(de)是(shi)需(xu)求(qiu)端(duan),我(wo)們(men)把(ba)它(ta)稱(cheng)之(zhi)為(wei)流(liu)量(liang)。早(zao)期(qi)大(da)家(jia)關(guan)注(zhu)用(yong)撮(cuo)合(he),先(xian)把(ba)存(cun)量(liang)的(de)流(liu)量(liang)撮(cuo)合(he)到(dao)線(xian)上(shang),有(you)了(le)流(liu)量(liang)之(zhi)後(hou),慢(man)慢(man)改(gai)變(bian)上(shang)遊(you)供(gong)給(gei)的(de)方(fang)式(shi)。
近jin兩liang年nian我wo們men發fa現xian,存cun量liang的de產chan業ye裏li,有you很hen多duo原yuan有you的de供gong給gei體ti係xi存cun在zai,流liu量liang體ti係xi已yi經jing是shi一yi個ge穩wen定ding的de體ti係xi。但dan是shi這zhe兩liang年nian也ye發fa現xian在zai不bu斷duan的de有you新xin的de場chang景jing,或huo者zhe稱cheng之zhi為wei增zeng量liang流liu量liang。所suo謂wei的de增zeng量liang流liu量liang就jiu是shi說shuo,這zhe些xie新xin的de需xu求qiu裏li麵mian,原yuan來lai是shi沒mei有you比bi較jiao好hao的de供gong給gei方fang式shi的de。比bi較jiao典dian型xing的de,像xiang微wei信xin裏li麵mian出chu現xian很hen多duoBduande,birushuoweishang,aikucundengdeng,yuanlaimeiyougonggei,dangchuxianyixieqianduandepingtai,henkuaikeyichengchangxingxuqiu,heliuliangduijiedeshihou,faxiangonggeiduandebiangehuifeichangfeichangkuai。
baokuochuhai,qishiyeshizaihenduoxindeshichangli。youqixiangzhizaoye,shangyoudeshengchanzhizaodouzaiguoneidechanyeli,qishichuhaiyeshiyouzhihuideyixiedian。zhexiezengliangliuliangdehaochuzaiyuzaoqidechengchangjihuibijiaogao,yinweixuqiuzai,nihuifaxianzaoqigonggeichayidian,chengchangxingyehuibijiaohao。
lingwai,jiushiyixiexinxingtaideliuliangxingtai,huozhechengzhiweichangjing。xiangpintuan,pintuanbenshenjiangjiushibaxianxiadequyuhualiuliangjujidaopingtaishanglai,zaoqiyoufeichangqiangdenenggoubaliuliangkuaisujujiqilaidexingtai。danshiwomenzijihoulaifaxian,xiangsuoyouqianduandeliuliangxingtai,qishizuizhongzuidadetiaozhanhaishihouduandegonggei。womenkangonggei,qishifenjigeleixing,chuantongdegonggeilimiandouyouhenduodejingxiaotixi,conggongchangdaodaB、中B、小B,最終到零售。所有的供給最終都是和你的需求端、流量端匹配的狀態。所以我們覺得未來的供給可能有幾個維度可以去想。
第一,還是要提供更高效的供應鏈形態。這個高效的供應鏈,包括了更好的產品,更高效的流通。第二,我們要想的事情是怎樣適應前端的流量體係,比如說拚團,怎麼樣構建一個離消費者更近的交付體係,這是最難的一個東西。
lingwaiyigedian,womenjiaodezaishangpinliutonglimian,qishichulebenshendechanpingonggeiyiwai,yuelaiyuefuzadedifangshizaiyuhenduoshangpindeliutonglimian,qishichulechanpinbenshendeliutongyiwai,haibaokuolefuwutixi,haibaokuochanpindejiejuefangan。jinliangniankandaohenduoxiangmu,baokuowomentoudexiangmuli,faxianhenduogonggeidexingtaishiyizhongfuzadexingtai,wojitigongyigehaodefuwutixiyoutigongchanpindejiejuefangan,haitigongleyigechanpindegonggei,shenzhiwotigongleyigejishudejiejuefangan,tongshiwozaiweinitigongchanpingonggei,womenjiaodeweilaigongyingliandebiangehehouduangonggeidebiange,zhonghuishiyigehunhexingtaidefuzagonggeitixi,erbujinjinshishuowoqugeinigongchanpin。yuanlaizuizaokanB2B,大家覺得隻要層級多的、產chan品pin便bian宜yi點dian,就jiu可ke以yi掙zheng到dao錢qian。原yuan來lai流liu通tong裏li麵mian,不bu同tong的de環huan節jie都dou有you服fu務wu的de職zhi能neng,有you技ji術shu解jie決jue方fang案an的de職zhi能neng在zai裏li麵mian。可ke能neng還hai是shi需xu要yao從cong整zheng個ge供gong給gei的de整zheng體ti來lai看kan供gong給gei的de方fang案an。
另外講一下我們對B2B終zhong局ju的de思si考kao,因yin為wei我wo們men投tou了le零ling售shou的de項xiang目mu,也ye投tou了le一yi些xie服fu務wu性xing項xiang目mu,所suo以yi從cong供gong給gei和he需xu求qiu的de角jiao度du來lai講jiang,它ta本ben身shen隻zhi是shi一yi個ge形xing式shi,為wei什shen麼me要yao想xiang終zhong局ju的de形xing態tai呢ne?hexindedianchulemoshibenshenzhiwai,haiyaoxiangdeshizaiweilainagechanyeli,daodishenmeyangdexingtai,caikenengzaishangyeshanghuodezuidadejiazhi。biruxiangshengxian,womenyetoulelingshou。womenfaxianzaizhenggeshengxianyetailizuoliutong,zaishangyeshangyaozhengdaobijiaoduodeqianshibijiaonande。danshishengxianlimian,lingshoushiyoudingjiaquande,weilaidekekongduhuigenggaoyixie。butongdexingye,haishiyaokanxingyebenshendezhuangtai。womenzijiguanzhudedianzaiweilaideshangyezhongzhegexingyeshifounenggouzhangwodingjiaquan,shifounenggouzaishangyeshanghuodebijiaohaodeyixiechangyuanliyi。
下xia麵mian再zai講jiang一yi講jiang,我wo們men對dui存cun量liang市shi場chang和he增zeng量liang市shi場chang的de一yi些xie考kao慮lv。大da家jia說shuo關guan注zhu產chan業ye互hu聯lian網wang,越yue來lai越yue多duo的de都dou提ti到dao了le存cun量liang市shi場chang,原yuan來lai存cun量liang市shi場chang有you很hen多duo互hu聯lian網wang的de公gong司si背bei景jing的de人ren出chu來lai做zuo,之zhi前qian看kan不bu少shao都dou做zuo的de很hen辛xin苦ku,感gan覺jiao存cun量liang的de體ti係xi其qi實shi要yao改gai變bian還hai是shi挺ting難nan的de。把ba存cun量liang打da倒dao,後hou來lai發fa現xian存cun量liang還hai是shi很hen頑wan強qiang的de活huo在zai那na個ge地di方fang。所suo以yi還hai是shi要yao換huan個ge思si路lu去qu想xiang,存cun量liang有you不bu好hao的de地di方fang,但dan是shi也ye有you做zuo的de好hao的de地di方fang,追zhui根gen究jiu底di還hai是shi要yao理li解jie存cun量liang的de核he心xin場chang景jing。
舉(ju)個(ge)例(li)子(zi),比(bi)如(ru)我(wo)們(men)在(zai)上(shang)海(hai)投(tou)了(le)一(yi)個(ge)車(che)險(xian)的(de)項(xiang)目(mu),他(ta)們(men)做(zuo)的(de)事(shi)情(qing)是(shi)給(gei)賣(mai)車(che)險(xian)的(de)黃(huang)牛(niu)提(ti)供(gong)了(le)一(yi)個(ge)係(xi)統(tong),上(shang)遊(you)對(dui)接(jie)了(le)很(hen)多(duo)保(bao)險(xian)公(gong)司(si)。對(dui)黃(huang)牛(niu)來(lai)講(jiang),提(ti)供(gong)的(de)價(jia)值(zhi)也(ye)很(hen)簡(jian)單(dan),就(jiu)是(shi)我(wo)幫(bang)你(ni)提(ti)供(gong)了(le)一(yi)個(ge)有(you)點(dian)像(xiang)上(shang)遊(you)保(bao)險(xian)公(gong)司(si)返(fan)點(dian)的(de)比(bi)價(jia)係(xi)統(tong),實(shi)際(ji)是(shi)提(ti)供(gong)了(le)一(yi)套(tao)從(cong)保(bao)險(xian)公(gong)司(si)到(dao)黃(huang)牛(niu)的(de)結(jie)算(suan)體(ti)係(xi)。對(dui)於(yu)黃(huang)牛(niu)來(lai)講(jiang),如(ru)果(guo)他(ta)通(tong)過(guo)你(ni)的(de)係(xi)統(tong)賺(zhuan)到(dao)更(geng)多(duo)錢(qian),他(ta)會(hui)把(ba)他(ta)所(suo)有(you)的(de)訂(ding)單(dan)都(dou)搞(gao)到(dao)這(zhe)個(ge)平(ping)台(tai)上(shang)。這(zhe)給(gei)了(le)我(wo)們(men)很(hen)大(da)的(de)啟(qi)發(fa),在(zai)一(yi)個(ge)存(cun)量(liang)市(shi)場(chang)裏(li),如(ru)果(guo)你(ni)的(de)產(chan)品(pin)能(neng)找(zhao)到(dao)一(yi)個(ge)比(bi)較(jiao)好(hao)的(de)撬(qiao)動(dong)點(dian),很(hen)有(you)可(ke)能(neng)把(ba)存(cun)量(liang)所(suo)有(you)的(de)流(liu)量(liang)都(dou)導(dao)到(dao)平(ping)台(tai)上(shang)來(lai)。你(ni)有(you)了(le)流(liu)量(liang)之(zhi)後(hou),跟(gen)以(yi)前(qian)互(hu)聯(lian)網(wang)的(de)邏(luo)輯(ji)一(yi)樣(yang),你(ni)未(wei)來(lai)就(jiu)有(you)可(ke)能(neng)慢(man)慢(man)往(wang)上(shang)遊(you)走(zou),改(gai)變(bian)供(gong)應(ying)鏈(lian),改(gai)變(bian)供(gong)給(gei)側(ce)的(de)角(jiao)度(du)。
我們對存量的角度,理解的話,我們還是要找到撬動點,有沒有可能把存量的流量通過一些合適的產品也好、服fu務wu也ye好hao,把ba存cun量liang的de需xu求qiu端duan都dou搞gao到dao平ping台tai上shang來lai,這zhe樣yang才cai是shi一yi個ge比bi較jiao好hao的de思si路lu。而er且qie從cong去qu年nian我wo們men投tou的de這zhe些xie項xiang目mu來lai講jiang,我wo們men發fa現xian存cun量liang市shi場chang也ye可ke以yi比bi較jiao快kuai,核he心xin的de點dian還hai是shi要yao找zhao到dao好hao的de策ce略lve。產chan業ye互hu聯lian網wang,我wo們men也ye跟gen很hen多duoVC接觸,以前比較大的顧慮都是說做的慢一點,慢的話,VC就不是那麼喜歡。你一方麵要想好切入點,另一方麵,在創造價值的時候,做的足夠快。這也是比較重要的一點。
增(zeng)量(liang)市(shi)場(chang),其(qi)實(shi)在(zai)產(chan)業(ye)裏(li)麵(mian),如(ru)果(guo)你(ni)做(zuo)增(zeng)量(liang)市(shi)場(chang)會(hui)有(you)一(yi)個(ge)比(bi)較(jiao)好(hao)的(de)地(di)方(fang)在(zai)於(yu)你(ni)的(de)體(ti)量(liang)會(hui)比(bi)較(jiao)大(da),所(suo)以(yi)投(tou)資(zi)人(ren)的(de)關(guan)注(zhu)度(du)會(hui)更(geng)高(gao)一(yi)些(xie)。微(wei)信(xin)體(ti)係(xi)裏(li),所(suo)有(you)通(tong)過(guo)微(wei)商(shang)的(de)平(ping)台(tai),從(cong)融(rong)資(zi)上(shang)看(kan),都(dou)還(hai)是(shi)不(bu)錯(cuo)的(de)狀(zhuang)態(tai)。新(xin)場(chang)景(jing),小(xiao)B端duan的de場chang景jing,前qian期qi的de交jiao易yi規gui模mo供gong給gei非fei常chang非fei常chang快kuai。但dan是shi我wo們men長chang遠yuan去qu看kan的de話hua,最zui大da的de挑tiao戰zhan還hai是shi在zai供gong給gei體ti係xi上shang,供gong給gei體ti係xi能neng不bu能neng做zuo好hao,可ke能neng才cai是shi整zheng個ge增zeng量liang市shi場chang最zui大da的de挑tiao戰zhan。如ru果guo我wo們men自zi己ji把ba存cun量liang和he增zeng量liang分fen開kai來lai看kan,核he心xin的de點dian可ke能neng在zai存cun量liang和he增zeng量liang市shi場chang上shang,打da法fa還hai是shi不bu一yi樣yang的de,切qie入ru的de方fang式shi和he狀zhuang態tai也ye不bu一yi樣yang,甚shen至zhi團tuan隊dui的de基ji因yin也ye會hui不bu太tai一yi樣yang,這zhe是shi我wo對dui這zhe些xie場chang景jing大da概gai的de分fen類lei和he理li解jie。
然後就是我們關注的幾個賽道:生鮮凍品、家居後市場、汽車、醫療、工業品。第(di)一(yi)個(ge),我(wo)們(men)關(guan)注(zhu)非(fei)標(biao)品(pin)。標(biao)品(pin)的(de)流(liu)通(tong),其(qi)實(shi)慢(man)慢(man)向(xiang)線(xian)上(shang)電(dian)商(shang)平(ping)台(tai),滲(shen)透(tou)率(lv)會(hui)越(yue)來(lai)越(yue)高(gao)。但(dan)是(shi)非(fei)標(biao)品(pin)都(dou)有(you)一(yi)個(ge)特(te)征(zheng),但(dan)凡(fan)是(shi)非(fei)標(biao)品(pin),都(dou)需(xu)要(yao)線(xian)下(xia)的(de)服(fu)務(wu)體(ti)係(xi)或(huo)者(zhe)解(jie)決(jue)方(fang)案(an)作(zuo)為(wei)交(jiao)易(yi)的(de)支(zhi)撐(cheng),所(suo)以(yi)我(wo)們(men)關(guan)注(zhu)的(de)相(xiang)對(dui)非(fei)標(biao)的(de)領(ling)域(yu),會(hui)有(you)線(xian)下(xia)商(shang)流(liu)的(de)品(pin)類(lei)。
舉個例子,我們相對關注多一點的品類一端或者兩端會有SaaS,中(zhong)間(jian)接(jie)供(gong)應(ying)鏈(lian)。這(zhe)樣(yang)的(de)好(hao)處(chu)就(jiu)在(zai)於(yu)同(tong)時(shi)解(jie)決(jue)流(liu)通(tong)問(wen)題(ti)和(he)上(shang)遊(you)下(xia)遊(you)的(de)效(xiao)率(lv)問(wen)題(ti)。包(bao)括(kuo)中(zhong)裝(zhuang)速(su)配(pei),他(ta)們(men)給(gei)家(jia)裝(zhuang)公(gong)司(si)提(ti)供(gong)了(le)前(qian)端(duan)工(gong)具(ju),後(hou)端(duan)也(ye)提(ti)供(gong)了(le)整(zheng)個(ge)產(chan)品(pin)的(de)供(gong)給(gei)供(gong)應(ying)鏈(lian)平(ping)台(tai)。原(yuan)來(lai)我(wo)們(men)最(zui)早(zao)投(tou)的(de)時(shi)候(hou),他(ta)們(men)隻(zhi)做(zuo)供(gong)應(ying)鏈(lian),但(dan)是(shi)通(tong)過(guo)打(da)包(bao)的(de)方(fang)式(shi),現(xian)在(zai)發(fa)展(zhan)的(de)非(fei)常(chang)快(kuai),會(hui)員(yuan)費(fei)每(mei)年(nian)都(dou)有(you)非(fei)常(chang)好(hao)的(de)收(shou)益(yi)狀(zhuang)況(kuang)。
第(di)二(er)個(ge),我(wo)們(men)投(tou)的(de)三(san)頭(tou)六(liu)臂(bi)是(shi)做(zuo)汽(qi)配(pei)的(de),我(wo)們(men)發(fa)現(xian)他(ta)們(men)的(de)核(he)心(xin)內(nei)容(rong)在(zai)很(hen)多(duo)垂(chui)直(zhi)領(ling)域(yu)裏(li),都(dou)是(shi)有(you)這(zhe)樣(yang)的(de)機(ji)會(hui)存(cun)在(zai)的(de)。你(ni)會(hui)發(fa)現(xian),兩(liang)端(duan)空(kong)了(le)之(zhi)後(hou),毛(mao)利(li)會(hui)很(hen)高(gao)。這(zhe)也(ye)是(shi)我(wo)們(men)覺(jiao)得(de)未(wei)來(lai)比(bi)較(jiao)有(you)機(ji)會(hui)的(de)狀(zhuang)態(tai)。
最後一個,可能終端也會延伸到2C,把需求端抓住也是非常重要的點。歡樂番茄,做終端零售的,通過門店服務到C端。我們覺得未來的業態,B2Bcongwaibuxingtailaikan,zuizhonghuizhanxianchubutongdeyetai,dandouhuiyouyigegongtongdian,tamentongguomougeqierudianqieruzhihou,ranhoumanmancongmougehuanjieqieru,jiejueshangyouqudao,shenzhilingshoulimian,zhenggechanyedexiaolv。zuochanyehulianwang,zuizhonghaishiyaozhanzaichanyedejiaoduxiang,erbushizhanzaizijidejiaodu。
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來源:B2B內參
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