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[New Wisdom Introduction] In 2022, Apple’s market value has risen to exceed 3 trillion, while most of China’s Internet companies are falling.
Recently, a statistical chart of “Golden Ten Data” has exploded the whole network.
In 2020, Apple’s market value is still $1,238.1 billion.
Although the major domestic manufacturers can’t fight alone, if you add up Ali, Tencent, Meituan, JD.com and Pinduoduo, the market value will reach US$1,257.37 billion, slightly more than Apple’s US$19 billion.
However, two years from now, in 2022, Apple’s market value has reached $2,658.1 billion.
At this time, the market value of the previous five companies was only $887.75 billion, a drop of $3369.62 billion.
Adding in the $513.77 billion of 44 other tech and internet companies, it was only $1,401.52 billion. That is one less 2020 apple ($1,256.58 billion) than the 2022 apple.
Apple: No. 1 in the world, rich enough to rival the country
However, setting Apple as the reference target actually weakens the time comparison effect of China’s domestic Internet economic trends. Because Apple is so lucrative that it is literally rich enough to rival the country.
For Apple, the world’s largest market capitalization, the stock price is one word: “rise”.
Shares have climbed about 5,800% since the first iPhone was released in January 2007
Tim Cook, who took over in 2011, has also significantly increased revenue from services such as video streaming and music.
On January 4, Beijing time, the company, which started in a California garage in 1976, once made its market value exceed $3 trillion (about 19 trillion yuan) with a price of $182.88 per share.
If the GDP figures of countries in the world in 2020 released by the World Bank are used as a reference, Apple’s current market value can still rank in the top ten, above Italy’s GDP that year.
In mid-December 2021, analysts mentioned that the market value of Apple’s services business will reach $1.5 trillion.
This figure means that even if only Apple’s service business is split out, the market value will exceed that of star companies such as Tesla, Nvidia, and TSMC, and is comparable to Amazon’s overall market value.
Of the 174 countries in the world that report GDP, the market value of Apple’s services business will exceed 142 of them.
Unlike software and internet companies, though, Apple’s main business involves selling physical hardware products. That means Apple’s profitability will be squeezed if wages, shipping and raw material costs continue to climb.
Under the combined influence of many factors, it is indeed difficult to get close to the $3 trillion mark again.
But for now, Apple’s market value remains above $2.4 trillion.
Top 100 global market capitalization, how many Chinese companies account for?
In the ranking of the world’s top ten companies by market capitalization at the end of February 2022, Apple ranks first with a market value of $2.8 trillion. Tencent also has a place in this ranking, ranking tenth with a market value of $589.8 billion at the time.
According to the statistics of Companies by Market Cap, a website that calculates the company’s market value in real-time on the day of the market, as of the time of writing, Apple’s market value is still the first in the world.
And Tencent now ranks 15th in the world with a market value of $399.4 billion.
Ali is basically equal to ASML, the first brother of the lithography machine, at US$225.7 billion and US$225.6 billion respectively.
From the perspective of market value alone, the gap between the red, blue and green factories that have been in love with each other for a long time is still quite large – NVIDIA has 95% more Qualcomm than Intel+AMD.
In this list, Moutai is also ranked 21st in the world with a market value of US$342.31 billion, lower than Exxon Mobil, but higher than that of American Express.
According to the summary of the previous year published by the economic data visualization media Gelonghui in January 2022, in terms of unicorn enterprise data that can reflect economic innovation and forward momentum, the United States ranks first in the world with 487 companies in 2021, an increase of 254 from 2020. China ranks second in the world with 301, an increase of 74 from 2020, of which 8 are unicorns with a valuation of over 100 billion yuan.
According to the comparison of the growth rate of the number of unicorns between China and the United States over the past decade, the number of new unicorn companies in China reached a peak in 2018 and has been declining since then.
By 2021, only 3 new unicorns will be born.
Chinese Internet: Winter is coming?
The Policy and Economic Research Institute of the China Academy of Information and Communications Technology released the “Operation of China’s Internet Listed Companies in the Fourth Quarter of 2021”, which outlines the situation of China’s Internet economy in the past two years.
In the fourth quarter of 2021, affected by uncertain factors such as regulatory policies and the new crown epidemic, the market value of Chinese listed Internet companies continued to decline, but the decline rate narrowed month-on-month.
As of the end of December 2021, the total market value of China’s listed Internet companies reached 12.4 trillion yuan, down 8.8% from the previous month. Starting in the second half of 2021, although the downward trend has eased, the direction has not been reversed.
According to the CAICT, this is because the growth rate of China’s Internet service consumption market has slowed down due to factors such as the slowdown in macroeconomic growth, the spread of the epidemic, and extreme natural disasters.
The total revenue of listed Internet companies in 2021Q3 reached 920.7 billion yuan, a year-on-year growth rate of 12.9%, a decrease of 3.4 percentage points from the same period in 2021
Internet health care and Internet security are not many growth points.
Specifically, e-commerce, online social networking, and games accounted for 81% of the top three businesses, with an average growth rate of 14.4%. The year-on-year growth rate of security information services was 39.5%, and the year-on-year growth rate of Internet medical and health services was 42.7%.
At the end of 2021, the revenue of China’s top 10 listed Internet companies accounted for 78.5%, and the revenue growth rate was 25%, which was higher than the total revenue growth rate of listed Internet companies.
From the statistical chart of the top ten Internet companies by market value at the end of 2021, it can be seen that not only Baidu (B) in BAT has long been inferior to Alibaba (A) and Tencent (T). From the end of 2021, Tencent’s market value will also far exceed that of Alibaba, whose market value has fallen, by nearly two JD.com or three Pinduoduo.
In the narrative of the public account “Deep Burning”, in the past five years, China’s Internet has had two important years.
One is 2018, the year when the golden age of entrepreneurship came to an end; the other is 2021, when the Internet giants collectively suffered setbacks.
On December 31, the capital market in 2021 came to an end. The list of the top ten listed Internet companies in China has not changed much from 2020, but the combined market value has evaporated by nearly 800 billion US dollars.
The second-ranked Ali has dropped from $600 billion to $300 billion.
Compared with the series of negative signs in the growth rate section in the same period report of the China Academy of Information and Communications Technology, it has to be said that this is a general trend that is obvious to all.
In general, China’s technology and Internet companies, despite their efforts to expand in the past two years, have also gained. However, the absolute value of the body has shrunk significantly due to various unfavorable weather.
Whether the winds of the times blowing in China will continue to be chilling, or will it turn warmer, only the future can answer.
This article is reproduced from: http://finance.sina.com.cn/tech/csj/2022-04-27/doc-imcwipii6747634.shtml
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