La revolución de Internet en China

BEIJING – Es una historia que se ha dado a conocer en todo el mundo, la adopción de Internet alcanza niveles enormes, lo que cambia la forma de hacer negocios y origina operaciones que se calculan en billones de dólares en los mercados de bienes y servicios digitales –y además provoca una “destrucción creativa” masiva. Le toca ahora a China experimentar este fenómeno –solo que en el caso chino se desarrolla paralelamente con una profunda transformación económica y un rápido cambio social. El choque entre estas dos fuerzas podría alterar fundamentalmente la segunda economía más grande del mundo.

En China hay 632 millones de usuarios de Internet y esto ya dio lugar a un sector tecnológico dinámico, que impulsa las redes sociales y el mercado e-tail más grande del mundo (comercio electrónico de venta directa al consumidor). El entusiasmo de inversionistas mundiales por la oferta pública inicial (OPI) del mercado electrónico al menudeo más importante de China, Alibaba, refleja la magnitud del valor económico que ya se ha creado.

Sin embargo, gran parte de la transformación se ha dado del lado del consumidor. Sectores clave, desde la manufactura hasta los servicios de salud, no han avanzado más allá de las etapas tempranas del cambio hacia las operaciones electrónicas. En efecto, desde 2012 solo cerca de una cuarta parte de las pequeñas y medianas empresas chinas habían empezado a usar Internet en áreas como adquisiciones, ventas y mercadotecnia –lo que significa que los cambios más fundamentales están por venir.

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