Comments: Platform Electric trader closed loop formation to profit march

Learn from last year's price war lessons, in the financing, the policy environment, the capital is strong competitors increased, the major electric power companies have started to expand the industry downstream business, the development target from the occupation of market share to achieve profitability.

Before the Spring festival, led by Ali, Yintai, Fosun, Fuchun, four-pass, Shun Fung, and the leading institutions of the relevant capital markets, banks and financial institutions jointly prepare the "China Intelligent Logistics Network" plan, the first phase of investment of 100 billion yuan, 8-10 years later, the network will be able to support the daily average of 30 billion network retail sales, and achieved within 24 hours throughout the country delivery.

This project will determine Alibaba's entire e-commerce industry chain of the most crucial link. Ma Yun has proposed 10 ago, e-commerce information flow, capital flow and logistics is 3 difficulties. Now, the flow of information and capital has been resolved, and the rest of the logistics is a hard nut to chew. Jack Ma personally battle, seems to herald Alibaba's logistics strategy into the real phase.

Ali's old rival Jingdong Mall is in the opposite direction. Jing-Dong's road from the start is the self-employed and self-built logistics routes, and Liu for many years since the results of the logistics is also quite effective, in addition to achieve the performance of the speed growth, the most important is the definition of E-commerce service standards and thus established a threshold.

Jingdong Mall established the logistics threshold, but also in the improvement of their own industrial chain. October 2012, the Beijing-East acquisition of net Silver online layout third-party payment. One months later, Jingdong Mall and the supplier announced its own supply chain financial services platform. This platform combines with Jingdong mall supplier evaluation System, settlement system, Bill processing system, online banking and bank-enterprise interconnection electronic channels, is to all Jingdong mall suppliers to carry out a set of financial services integrated financial services platform.

Recently, Jingdong Mall new 700 million U.S. dollars financing. In the internal mail, Liu pointed out that Jingdong Mall investment in all business should be open to the community, including the Web, logistics, information systems, financial platform. It is clear that Jingdong is also defining its own e-commerce industry chain. "The future of business disputes is necessarily a platform war, and behind the War of value!" Liu said.

Ali and Jingdong Electric Business route is actually platform-type electric dealer through the industry chain template. In the future, no matter from which angle the platform-type electric power trader constructs the industrial chain, its model will be some or all of the two companies.

and Suning Appliance (002024, stock bar) February 19 announced that the "Suning Electric Appliance Co., Ltd." renamed as "Suningyun Group Co., Ltd.", a comprehensive exploration of shop + electric quotient + retail service provider of the "cloud" mode, thoroughly to the electrical, in the line under the integration of online, and gradually transformed into " Retail service Provider ". According to Suning insiders revealed that Suning easy to purchase the organizational structure of the adjustment, will be easy to purchase the purchase function of Suning, the new E-commerce operating headquarters, in the future, Suning easy to buy and suning electrical procurement unified to a large procurement platform.

Although the strategy of the major electric power companies is different, the ultimate goal is the same: to establish a closed loop of the industrial chain of electronic commerce.

Obviously, the electric dealer already from the financing war, the flow War, the marketing war, the price war transforms into the platform overall ability competition. Industry analysts believe that, entering the 2013, electric business players have quietly accelerated their own transformation and adjustment, the difference between the electric business and the traditional retail industry is the consumer terminal shopping mode, the electrical business will eventually return to the nature of retail, colleagues based on the "retail" the essence of the power of the competition is more prominent platform overall capacity of the contest.