中国互联网，时代变了、监管严了，莫慌张！

华商韬略2021-07-05

不要再为了保住你自己的增长，把目光聚焦到对国家整体增长无益，甚至对国家战略无益的你争我夺之上。 01 眼下的中国互联网大公司，似乎走到了前所未有的挑战里，也走到了重要的分水岭时刻。显而易见的挑战包括：对平台反垄断及网络安全严监管的不适应。互联网是在宽容与呵护中快速发展起来的，某些业务甚至是在灰色地带野蛮生长出来的。习惯了这种宽容与呵护，严监管自然会有些不适应。自身发展模式与路径走到了临界点上...

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Comment（8）

星宿小小仙
·2021-07-08
監管無能導致畸形發展，於是有了拼多多和極兔這種沒有價值增益的企業；監管無能，有了今天過度監管，讓好的壞的集體承壓，給所有投資者帶來極大損失。
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3
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Derrick3388
·2021-07-06
正面打壓
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2
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- 鸟雨花香:
  yes
  2021-07-09
  Reply
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KMTEE01
·2021-07-06
Pattern a lot
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隔壁王中王
·2021-07-06
除了喊了幾句口號，講了啥？
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Atwosome
·2021-07-06
Raising
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1
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Youn7276
·2021-07-06
閱！
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10
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- Rache13:
  Yes
  2021-07-06
  Reply
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bkloh1981
·2021-07-06
oo
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2
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Fengjie
·2021-07-05
[害羞]
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2
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Don't panic!","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/bebdbd4dd147b3788a072b0a56f7a25f","symbols_score_info":{"00700":0.9,"09618":0.9,"09988":0.9,"BABA":0.9,"DIDI":0.9,"JD":0.9,"PDD":0.9},"content_text":"不要再为了保住你自己的增长，把目光聚焦到对国家整体增长无益，甚至对国家战略无益的你争我夺之上。\n01\n眼下的中国互联网大公司，似乎走到了前所未有的挑战里，也走到了重要的分水岭时刻。\n显而易见的挑战包括：\n对平台反垄断及网络安全严监管的不适应。互联网是在宽容与呵护中快速发展起来的，某些业务甚至是在灰色地带野蛮生长出来的。习惯了这种宽容与呵护，严监管自然会有些不适应。\n自身发展模式与路径走到了临界点上。用户增长红利见顶，消费互联网撞板，产业互联网刚开端，而大多数互联网企业过去都更集中精力于消费互联网，并靠此驱动公司增长。\n心理预期与发展现实的矛盾。过去这些年，互联网企业一直保持高位数的增长，也习惯了高增长，包括资本市场也以高增长来评估和要求企业，但这种高增长注定是不可持续的。\n社会观感和舆论环境的不友好。互联网企业长期头顶光环，被肯定、被欢迎，但去年以来发生了很大变化，互联网大佬都在瑟瑟发抖，甚至成为行业流行语。\n资本市场也在表达对中国互联网企业的忧虑。到6月末，美国互联网大公司的股价都创了新高，中国互联网大公司的股价则都在历史高点下方，有的甚至跌幅超过30%。\n但这些恐怕都不是中国互联网企业当前最根本的挑战。最根本的挑战是：\n时代变了，时局也变了。\n02\n国家领导人曾在2017年明确提出“伟大斗争，伟大工程，伟大事业，伟大梦想”的治国理政方针理论。\n此后更多次强调两个大局，一个是中华民族实现伟大复兴的战略全局，一个是当今世界处于百年未有之大变局；强调“新时代坚持和发展中国特色社会主义是一场伟大社会革命，要求我们必须时刻进行具有许多新的历史特点的伟大斗争。”\n毛主席曾说：“政策和策略是党的生命，各级领导同志务必充分注意，万万不可粗心大意。”\n“四个伟大”“两个大局”“具有许多新的历史特点的伟大斗争”，是整个中国的新形势和新局势，关乎国家战略安全的互联网，自然要服从并服务于此。\n没有互联网安全，就没有国家安全。\n以新近在美上市的几家公司的网络安全审查为例，它注定就是“伟大斗争”的必然。新的时局下，互联网企业必须更加妥善处理这些过去可能没那么重要，现在却重要得要命的关系。\n相信这也是国家强化互联网监管的根本目标所在。\n它针对的并非是某家企业，目标也不是打压互联网，而是让互联网在这样的新形势下，更好地定位与发展自己，更好地服务于国家大局。\n今年3月的中央财经委员会第九次会议上，最高领导人已明确强调，我国平台经济发展正处在关键时期，要着眼长远、兼顾当前，补齐短板、强化弱项，营造创新环境，解决突出矛盾和问题，推动平台经济规范健康持续发展。\n监管，显然是要贯彻这一目标。\n甚至可以理解为，是要为互联网企业在“伟大斗争”可能更加激烈的新形势下，实现更好的发展，提前纠偏、排雷，而最终的目的是，为行业的长远发展保驾护航。\n解决问题，就是创造机会。\n当前，全世界都在加速数字经济的发展，中国更是拥有广阔的空间和市场，作为数字经济领头羊的互联网科技企业，当前所面临的挑战，其实也是未来机遇所在。\n甚至可以断言：\n谁能更好地拥抱“四个伟大”，服务“两个大局”，谁就能伴随中国特色社会主义推动中国成为世界经济第一强国的步伐，成为中国特色社会主义培育出的世界头等的伟大公司。\n03\n中国互联网企业，正面临的具体机遇包括但不限于：\n强化产业互联网的发展，支持中国经济的数智化升级。\n对比中美互联网发展，消费互联网是我们的强项，产业互联网则是短板。\n今天，中国不但没有一家类似于Salesforce、Shopify这样的万亿市值级产业互联网公司，而且在云计算等基础领域，有差不多落后10年的10倍差距。\n差距就是空间。消费端的数字化是产业端数字化的基础，中国互联网在消费互联网领域的领先发展，已经打好了产业互联网的基础，而且中国互联网企业也已经行动起来。\n阿里、京东、美团这样本身就紧密连接产业的平台公司，已持续展开产业互联网布局与发展。腾讯也早在2018年就明确提出互联网的下半场是产业互联网，并持续加码发力。\n腾讯财报显示，其2020年第四季度来自To B业务的收入已达385亿元，同比增长29%，占总营收比重也已提升至29%。\n强化海外市场的发展，用中国创新服务全球。\n中国互联网大企业的另一大不足是，业务主要集中在国内市场，甚至陷入同质化竞争的激烈内卷。而美国互联网大公司，Facebook和Alphabet等，其国际收入占比都超过50%。\n目前，这样的情况也在发生改变。\n诸如字节跳动的TikTok、腾讯、阿里在东南亚的电商拓展都是很好的开端。阿里云目前也已覆盖全球24个地理区域，其海外业务3年获得了10倍的增长。\n参与重大科技攻关，夯实中国科技基础。\n早在中兴事件时，马化腾就曾检讨说，我们的科技应用领先，科学基础研究薄弱。\n这是历史发展阶段决定的，但现在必须告别这样的阶段了。\n美国以芯片为核心展开的对中国科技公司的打压，其真正目的，也是希望通过卡住芯片这个关键脖子，摁住或延缓中国科技的整体步伐。这其中，当然也包括摁住中国互联网。\n在此背景下，互联网企业将更多精力投入重大基础创新，既是为大局贡献，也是给自己上保险。腾讯、阿里、百度等互联网企业事实上早已开始加强对基础科技的投入。\n虽然目前尚无特别显著的成绩，但也有可喜的进展，比如阿里平头哥玄铁系列嵌入式CPU，就不但获得浙江省技术发明一等奖，还实现了量产20亿颗的成绩。\n04\n好钢用在刀刃上。\n企业家们经常会采取一些措施，鼓舞优秀同仁不要纠缠于瓜分和争夺已有的成绩，而要开辟新天地，创造新价值。\n放到国家经济方略层面看，对优势企业又何尝不该如此呢？\n看清这些问题和机遇所在，也就可以更坚信，监管不是打压，而是为了更好地发展。比如，对平台反垄断，也是要求平台更多创新，更多为整体增长而努力。\n通俗一点说就是——\n不要再为了保住你自己的增长，把目光聚焦到对国家整体增长无益，甚至对国家战略无益的你争我夺之上。而要集中力量到对国家更有价值，更符合国家长期战略的事情上，要去：\n补齐短板、强化弱项。\n事实上，即便是诸如微软、苹果、谷歌等美国科技大公司，在其所谓永无止境的主动创新后，也都有被政府反垄断不断逼着去创新的因素。\n综上也就是，中国对互联网不是打压，而是要寄予新的使命和目标。全面拥抱“四个伟大”，服务“两个大局”，就是中国互联网该有的方向。\n面对更加常态化的严监管，互联网企业要坚定信心，莫慌张，以新形势和新要求，重新审视和定义自己的创新与发展，尤其是——\n要有所为，有所不为。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":149755910,"gmtCreate":1625750501730,"gmtModify":1703747759168,"author":{"id":"3474342316200448","authorId":"3474342316200448","name":"星宿小小仙","avatar":"https://static.tigerbbs.com/66dfe4fd824479ae852bbd63bd7aec17","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3474342316200448","authorIdStr":"3474342316200448"},"htmlText":"監管無能導致畸形發展，於是有了拼多多和極兔這種沒有價值增益的企業；監管無能，有了今天過度監管，讓好的壞的集體承壓，給所有投資者帶來極大損失。","listText":"監管無能導致畸形發展，於是有了拼多多和極兔這種沒有價值增益的企業；監管無能，有了今天過度監管，讓好的壞的集體承壓，給所有投資者帶來極大損失。","text":"監管無能導致畸形發展，於是有了拼多多和極兔這種沒有價值增益的企業；監管無能，有了今天過度監管，讓好的壞的集體承壓，給所有投資者帶來極大損失。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149755910","repostId":1158392841,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":154466979,"gmtCreate":1625539751391,"gmtModify":1703743315391,"author":{"id":"3571122265542784","authorId":"3571122265542784","name":"Derrick3388","avatar":"https://static.tigerbbs.com/fdb5ce05320a1a446ab0d788b0368648","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":7,"crmLevelSwitch":1,"idStr":"3571122265542784","authorIdStr":"3571122265542784"},"htmlText":"正面打壓","listText":"正面打壓","text":"正面打壓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/154466979","repostId":1158392841,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5166631,"gmtCreate":1625790884659,"gmtModify":1663230735033,"authorId":3582101321255914,"author":{"id":3582101321255914,"idStr":"3582101321255914","authorId":3582101321255914,"name":"鸟雨花香","avatar":"https://static.tigerbbs.com/98b16b55879fd1a4b831b436592733a7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":154466979,"type":1,"supId":0,"prevId":0,"content":"<u>yes</u>","text":"<u>yes</u>","html":"<u>yes</u>"}],"langContent":"CN"},{"id":154542654,"gmtCreate":1625536211478,"gmtModify":1703743217694,"author":{"id":"4087814209928990","authorId":"4087814209928990","name":"KMTEE01","avatar":"https://static.tigerbbs.com/cef64cc21f2b2399d2bb12c10caadcc6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087814209928990","authorIdStr":"4087814209928990"},"htmlText":"Pattern 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