據(jù)統(tǒng)計,2015年企業(yè)服務(wù)領(lǐng)域共完成融資512次,總投資金額達到282億元人民幣,相較于2014年,投資金額直接翻倍。" />   

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2015企業(yè)服務(wù)觀察報告:B2B行業(yè)術(shù)與勢,發(fā)掘具有中國特色的萬億級藍海市場
時間:2016-01-19 08:07:04
文章發(fā)布:
原創(chuàng)作者:未知
來源:互聯(lián)網(wǎng)

2015年已經(jīng)過去,對于企業(yè)服務(wù)領(lǐng)域,這一年的年度標簽已然從“元年”變?yōu)榱?amp;ldquo;爆發(fā)”。

據(jù)統(tǒng)計,2015年企業(yè)服務(wù)領(lǐng)域共完成融資512次,總投資金額達到282億元人民幣,相較于2014年,投資金額直接翻倍。

從昔日的默然沉寂,到現(xiàn)如今的萬眾矚目。企業(yè)服務(wù)究竟是如何完成這次令人驚艷的轉(zhuǎn)身的?未來,面對不斷升溫的企業(yè)服務(wù)領(lǐng)域,創(chuàng)業(yè)者和投資人又該如何準確把握前瞻趨勢?

2016年1月16日,專注于B2B、SaaS和電商創(chuàng)新領(lǐng)域投資的零一創(chuàng)投在成立一周年之際,正式發(fā)布《2015年企業(yè)服務(wù)領(lǐng)域創(chuàng)業(yè)觀察報告》,該權(quán)威報告以詳實的數(shù)據(jù)和案例深度解讀了企業(yè)服務(wù)領(lǐng)域行業(yè)發(fā)展趨勢和未來走向。同時,零一創(chuàng)投合伙人趙勇,零一創(chuàng)投合伙人吳運龍,原騰訊高級副總裁吳宵光、剛成功融資11億的找鋼網(wǎng)聯(lián)合創(chuàng)始人王常輝等行業(yè)大佬與來自22個創(chuàng)新企業(yè)的數(shù)十位創(chuàng)業(yè)精英齊聚一堂,在新年伊始共話前瞻趨勢,尋路行業(yè)未來。

寒冬之下的暖春

都說2015年是資本寒冬,但企業(yè)服務(wù)領(lǐng)域卻迎來了一個陽春,成為投資追逐的熱點。

在當(dāng)天的開場演講中,零一創(chuàng)投合伙人趙勇表示:“盡管大環(huán)境在經(jīng)濟波動周期的影響下而下行,但互聯(lián)網(wǎng)企業(yè)屬于新經(jīng)濟體系,依舊會保持快速的發(fā)展。”在他看來,目前國內(nèi)傳統(tǒng)行業(yè)都面臨上下游分散,中間環(huán)節(jié)、庫存過多的痛點,企業(yè)服務(wù)創(chuàng)業(yè)團隊正是應(yīng)勢而生。創(chuàng)業(yè)者通過互聯(lián)網(wǎng)手段改造傳統(tǒng)行業(yè),相互融合擁抱趨勢,未來的五年內(nèi),整個行業(yè)將通過信息、比特的方式,整合中小企業(yè)使之達到規(guī)模效應(yīng),使整個行業(yè)的供應(yīng)鏈水平產(chǎn)生根本性的變革。

據(jù)了解,零一創(chuàng)投早在2015年初開始布局。歷經(jīng)1整年的投資和梳理,他們將企業(yè)服務(wù)分成四大類:一、B2D,云儲存、大數(shù)據(jù)等開發(fā)者服務(wù);二、SaaS1.0這樣的通用管理型SaaS;三、B2B垂直行業(yè)交易平臺;四、SaaS2.0,垂直行業(yè)SaaS工具+交易。

4大企業(yè)服務(wù)分類

B2D領(lǐng)域相對成熟,阿里等巨頭已有涉獵;而SaaS1.0作為提升企業(yè)生產(chǎn)力的工具,正在逐漸取代企業(yè)管理的EPR,進入財務(wù)、HR等方向,每年能保持40%~50%的增速,是下一個千億市場。不過對于零一創(chuàng)投而言,如果企業(yè)服務(wù)是“賽道”,那B2B交易平臺與SaaS2.0+交易則是他們在賽道之中選擇的擁有巨大想象空間的藍海領(lǐng)域。

企業(yè)服務(wù)領(lǐng)域發(fā)展趨勢

B2B交易平臺重構(gòu)產(chǎn)業(yè)鏈

如果要評價2015年企業(yè)服務(wù)領(lǐng)域中耀眼的創(chuàng)業(yè)團隊,相信找鋼網(wǎng)一定能占據(jù)一席。作為B2B交易平臺領(lǐng)域中首支誕生的獨角獸,成立于2012年的找鋼網(wǎng)逆勢而上,去年全年的撮合+直營銷量已經(jīng)達到3000萬噸,市場占有率超過10%。

找鋼網(wǎng)模式:撮合+直營

找鋼網(wǎng)的亮眼成績單背后,是2015年B2B交易平臺領(lǐng)域幾何式的爆發(fā)增長。據(jù)悉,2B領(lǐng)域全年投資總額已超過50億元人民幣,相較于2014年增長達到699%。就在短短1年時間,整個行業(yè)中就如雨后春筍般誕生了諸多“找X網(wǎng)”。鋼材、化纖、塑料、煤炭等大宗商品領(lǐng)域,都可以看到創(chuàng)業(yè)者們摸索前進的身影。

B2B交易平臺近7倍的投資金額增長

與此同時,上下游高度分散且產(chǎn)業(yè)鏈冗長的農(nóng)業(yè)領(lǐng)域也迎來了許多優(yōu)秀的創(chuàng)業(yè)團隊,美菜、比菜價、鏈農(nóng)等團隊均以各自的打法摸索并改造產(chǎn)業(yè)鏈。當(dāng)天的發(fā)布會上,比菜價創(chuàng)始人侯曉琴作為4位主講創(chuàng)業(yè)CEO之一,闡述了她對農(nóng)業(yè)企業(yè)服務(wù)領(lǐng)域的洞察和打法。

“產(chǎn)品易損耗,人群中短利,采購行為高頻剛需,價格機制浮動大。”阿里出身的侯曉琴用四句話概括了餐飲業(yè)B2B的現(xiàn)實環(huán)境,她表示在互聯(lián)網(wǎng)+的大趨勢下,互聯(lián)網(wǎng)人切入傳統(tǒng)行業(yè)的核心不是顛覆而是滲透和改造。“讓現(xiàn)有市場玩家參與到我們的商業(yè)模式、商業(yè)生態(tài)中,用平臺改造交易機制提高效率,降低成本,只要做到這點,事就能做成。“侯曉琴說。

比菜價用撮合模式改造傳統(tǒng)產(chǎn)業(yè)鏈

從上游向下游傳導(dǎo),從原料再到生產(chǎn)加工。在趙勇眼中,B2B交易平臺的更大浪潮將誕生在原料之后的加工環(huán)節(jié)。“如果說鋼材交易是1.0,那購買鋼材再做成汽車配件就是2.0,這個階段的行業(yè)分散程度要遠遠高于1.0時期,中間環(huán)節(jié)多,價格極度不透明,SKU更是從幾百幾千邁向了十多萬。所以鋼材到汽配,布料到服裝,下游行業(yè)的機遇會遠遠大于上游。“趙勇說。

SaaS2.0+交易成就下一代獨角獸

當(dāng)天活動中,原騰訊高級副總裁吳宵光這位行業(yè)大咖的演講無疑令人矚目。吳宵光表示,互聯(lián)網(wǎng)PC時代是用流量驅(qū)動商業(yè)模式,而隨著移動時代的到來,這一傳統(tǒng)模式已落后與時代,連接和參與將成為這個時代商業(yè)的核心所在。

“就像SaaS產(chǎn)品,更多是把云內(nèi)容,企業(yè)服務(wù)數(shù)字化,然后反向連接到用戶和你的服務(wù)。這是在移動時代,在下一個互聯(lián)網(wǎng)跟傳統(tǒng)結(jié)合時代的一種新的打法。”我們可以看到,在移動互聯(lián)時代,用SaaS工具切入交易的SaaS2.0服務(wù)已成為一片具有中國特色的萬億級藍海。

具有中國特色的萬億級藍海市場

“與SaaS1.0相比,2.0的浪潮一定是能夠切入到交易環(huán)節(jié)的,如果僅僅只是一個簡單的工具,空間是有限的,不過一旦切入交易環(huán)節(jié),你就可能直接切入80%甚至90%的生意中去,這個想象空間完全就完全不同了。”趙勇說。

以物流行業(yè)為例,2014年中國物流總費用高達10.6萬億,其中公路運輸費用達到3萬億,擁有80多萬家中小物流公司,市場容量巨大。當(dāng)天,零一創(chuàng)投投資的車滿滿團隊的CEO韓金宇在演講中表示,他們的目的,就是用SaaS工具解決目前物流行業(yè)的四大痛點:運單管理、運力管理、客戶管理、財務(wù)管理。

車滿滿:移動SaaS管理平臺

“物流與別的行業(yè)不同,它是個協(xié)同效應(yīng)下的共同產(chǎn)物,需要環(huán)節(jié)的每個人不斷更新信息狀態(tài)。而我們的目的,正是希望解決物流公司對內(nèi)的管理和對外的協(xié)同問題,用車滿滿連接每一個貨運的參與者。“據(jù)了解,通過車滿滿的SaaS平臺,韓金宇與團隊先縱向打通貨物中轉(zhuǎn)信息溝通,再橫向構(gòu)建運力網(wǎng)絡(luò),在整個流程中,他們不僅能獲得包括客戶、貨物、重量、價格、發(fā)車時間、裝載率等完全真實的一手信息。還能直接切入到整個流通環(huán)節(jié)中,用支付完成閉環(huán)。“網(wǎng)點,發(fā)車情況,司機定位一目了然,客戶看了以后在微信中支付,這些錢可以支付運費、買運單、買保險,這樣整個體系就會轉(zhuǎn)起來了。“韓金宇說。

除了車滿滿,零一創(chuàng)投還布局了房產(chǎn)領(lǐng)域SaaS平臺屋瓴,人力資源服務(wù)的SaaS平臺集合號,智能辦公生態(tài)服務(wù)的SaaS平臺極企科技等各垂直行業(yè)的SaaS2.0工具。“我們把目光放眼全球就可以看到,B2C方面,美國谷歌、亞馬遜、Facebook要超過國內(nèi)。在ERP方面,我們的市場份額很小,到了SaaS1.0,我們調(diào)研后還是覺得歐美的市場要比國內(nèi)大。不過SaaS2.0這個非常具備中國特色的方向,我們完全相信中國有機會超越歐美。“零一創(chuàng)投合伙人吳運龍說。

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