Su Ning brewing big change: "Store business + Electric quotient + retail service Provider"

In the end of several years with the United States after the struggle, Jindong followed the pace of Ma Yun, led his Suning empire embarked on a new path of change. This time the opponent is not a peer, but is not an opponent.

Like Alibaba, the retail giant, Su Ning will also be the drum of change.

A number of insiders revealed that in order to meet the challenges of the electrical business, Su Ning will be from the organizational structure, annual plans, business strategy, personnel arrangements and other aspects of the overall adjustment, the current program has been basically identified and communicated to the middle and high level, or within this week to announce the external.

In the past few quarters, Suning's performance is very obvious reflects the explosive power from the electric business: Physical shop performance in general, but Suning easy to buy growth quickly.

According to earnings, Suning appliance (002024, Stock bar) The first three quarter to achieve operating income of 72.431 billion yuan, an increase of 7.1%, attributable to the parent company net profit of 2.352 billion yuan, down 31.28%. In a single quarter, the third quarter to achieve operating income of 25.24 billion yuan, an increase of 7.89%, attributable to the parent company's net profit of 598 million yuan, fell 36.92%.

Among them, the most key indicator line under the entity shop "same shop growth" for-10.11%. Chao Xiandong analysis of Securities analysts said that the same store negative growth in addition to the macroeconomic downturn brought about by the decline in demand, the most important factor is the sustained development of online sales.

By contrast, Suning rapid growth, 2012 total income of 18.336 billion yuan, although not up to the beginning of the 20 billion yuan sales target, but compared with 2011 has achieved 210.8% growth. Suning main competitor Jingdong Mall 2011 net sales of 21 billion yuan, 2012 turnover of 60 billion, year-on-year growth rate of only 185%.

Ten years, not the opponents of the opponent

To Suning stimulation is deeper is Ma Yun and Wang million yuan electric business gamble. At the 2012 CCTV annual character awards ceremony, Wanda Group chairman Wang and Alibaba board Chairman Ma Yun set up a gamble, to 2020, if the electricity business in China's retail market, the entire large retail market share accounted for 50%, Wang to Ma Yun, or Ma to Wang a billion.

Mr Ma believes that electricity dealers are unlikely to replace the retail sector entirely, but will also "basically replace". Wang that the share of electricity dealers is still very small, retail channels still have a unique value, and retailers will take measures to actively respond. "Must stick to the traditional industry, but on the basis of traditional industries as far as possible to innovate, but also to learn from Ma Yun." ”

Jindong, the chairman of Suning, said in an internal speech, if according to this assumption, the next decade's consumer market, do not divert half of the sales, now all the retail enterprises will lose profits and viability. He believes that the future of the retail enterprises, not only online, not only online, it must be the line under the perfect fusion, no line on the line, there is a better line.

The past 20 years, suning from small to large, from the region to the country, always face competition. I deeply feel that the competition is eternal, constantly changing is the opponent and the means of competition. The new decade, not peers have become peers, not rivals have become rivals. "This is not a challenge and competition for Su Ning, which is a challenge for the entire retail industry, which is a competition for all retail companies," Jindong said of the Suning executives present.

In Jindong view, for a long time, commercial retail in China has not been particularly concerned about the agricultural era of food and clothing worries, naturally heavy farming light business, industrialization of early commodity shortages, must be heavy industry light business. The rise of commercial retailing is the inevitable result of the full development of industrialization and the relative surplus of production capacity. Now that China is entering the stage of domestic demand-driven and consumption-led development, the retail enterprises are about to usher in spring.

Su Ning: Do "shop + Electric quotient + retail service Provider"

In the above speech, Jindong from Suning three years of experience in the network business operation, summed up two points of conclusion:

First, the main force of electronic commerce should be the store business, and should not be the electricity quotient, regardless of the store merchant or the electricity merchant, the retail profit essence all depends on the localization management and the service; Secondly, the development of E-commerce should be led by the retail enterprises, not by the electric business service providers, E-commerce is the real economy is not a virtual economy, Virtual economy leading real economy will inevitably lead to bubble economy.

An insider told Sina Science and Technology, Suning's new positioning is "shop + Dealer + retail service Provider", do a good job line under the integration, and gradually transformed into "retail service providers", and constantly open up the core competitiveness of suning. Internally, this new model is called the "cloud quotient model".

He revealed that Suning's logistics system in the early stage was required to operate in accordance with the mode of Third-party logistics, in order to future logistics capabilities to suppliers and other partners fully open.

In addition, Suning is also investing heavily in it research and development, in Nanjing headquarters, the United States Silicon Valley, Beijing, Shenzhen and other areas to set up research and development centers, plans to build 10-12 cloud computing data Center in the country, in the future to open cloud services and system solutions.

Prior to this, Suning easy to purchase the restructuring has gradually surfaced: open platform business and mining sales separation, independent operation, by a dedicated team. Open platform for the settled businesses to provide payment, finance, data, marketing, hosting services, warehousing logistics, cloud computing and other ancillary services.

Coincidentally, yesterday Jingdong Mall, CEO Liu also in the internal mail to emphasize the importance of business platform. He said: "Jingdong really do is platform, a completely different platform with Ali, Beijing and East opened the Web, logistics, information systems, while the layout of the financial platform business, all business will be open to society, will become a platform, and finally form a huge platform network." ”

"The electrical business has from the financing war, the flow War, the marketing war, the price war transformation for the platform overall ability competition, 2013 will be Ali, Jingdong, Suning, Tencent four electric business platform battle, but other electric trader players can only be forced to embark on the" small and beautiful "road. "says a senior electric-business executive.