Most web site traffic declines

If you talk about the key words of the electric dealer in the last year, I am afraid that not the "price war" and "closed" mo, one side is the platform-level to drive the vertical electric trader to enter the endless price war, the other side is the cotton, product poly, le cool days, after Matt, Yao Point 100, such as once the scenery of the electric business site closed. At present, China's electrical business to the end of what stage? Eric Cao, chief analyst and Dean of Research Institute, said that according to Iris data monitoring, 60–70% electric business website traffic decline, the electric business dividend period has been basically past.

60%-70% website traffic decline

Eric data shows that this year, China's web site has nearly 1000 companies, but the revenue can reach tens of millions of dollars only hundreds of, and these sites 60–70% traffic is in decline, the real flow has risen only 20–30%.

According to Sina technology in the Alexa query data display, to vertical type of electric business example, the footwear consumer good music to buy last year's ranking fell more than 2000, only around 6965, and the transformation of the original brand of Lok Tao, then within 1 years, the flow from the highest 3,000-plus, fell to the current 20,000. And almost every effort to kill the Jingdong Mall, Cat, Suning and other promotions because of a variety of promotional activities to maintain the stability of the ranking of traffic.

Cao that the change in traffic means that the speed of the electric dealer Shuffle, competition is also accelerating the formation of the situation.

Of course, this is also affected by the big environment: electric business has been developing in China for more than 10 years, 2012 the entire Chinese online shopping transaction scale of nearly 1.2 trillion yuan, but in the next 4 years, the overall growth of the net-purchase transaction, is expected to be gradually reduced from the previous percent to about 30%, that is, into a relatively stable, Mature growth trend.

Although the growth rate of the entire transaction scale has been reduced, the organizational structure of the Chinese electric business has changed--from the consumer-to-consumer of previous years to the main. Eric's latest data show that the current net purchase ratio from the previous consumer-to-consumer accounted for is, into the current 60%, and the proportion of the business to 40%, the future will certainly seize the consumer-to-consumer market.

Cao quoted Eric Data, said the current Taobao cat in the share of the 50%, Jingdong Mall accounted for 20%, followed by QQ net purchase accounted for 5% and suning easy to purchase accounted for 4%. "This pattern after one year evolution, may form 521 pattern, expected next year electricity trader basically will set the overall situation." ”

"If we want to sum up the electricity quotient, now the dividend period has been basically past, small and medium-sized enterprises have not been very good opportunities, because the flow and so on, has let the electricity merchant's price cost is very high." Cao said, and in fact, many electric dealers have begun to shift to O2O direction.

Investors are bullish on the field of electrical business

Although the electric business has become a topic of fear in the investment circle, the electric business enterprises have been in the financial difficulties this year, but the investors still maintain a positive attitude towards the electric business sector, they believe that some of the vertical and service areas of the electric business will have a greater development prospects.

Guo, a senior partner at Yintai Capital, has taken a certain share of the market, with the example of an excellent product of its investment, which has been transformed from a group buying model to a commercial. "We'll see the next step from a platform company into a brand company," he said. ”

Last year, a big investment in vertical electric dealers good buy, Kelan diamond Tencent, the industry's total win fund managing director Peng Zhijian Frankly to worry about the electric quotient, but he said that although the electricity business this year, but the economic form is not good, but the total volume is still growing, difficult time, we can improve efficiency.

"The first two years of Happy Rodeo, this year I found a lot of electrical business enterprises began to fine operation." We cast a lot of enterprises, last year is really very hard, we kill, blood, squandered a lot of money, but I think last year down basically the electricity business has been cleaned up, and sales growth is very fast. "Peng Zhijian said.

Yu, managing director of Bertelsmann China headquarters, said the electric quotient includes three most, in addition to the foreground sale, the middle is the product strategy and the organization, the backstage is the supply chain management, in particular the supply chain in China is a very big topic, needs to invest the long time to solve the logistics and the payment question, but the electricity merchant is the irreversible trend, The backstage link also has many investment opportunities.

"Every subdivision is more difficult when it comes to the present, so companies will be more welcome if they can have a good liquidity." "Donshau, the director of Qiming Ventures, said he also believes that the traditional brand, like Li Ning, which has accumulated more than 10 years, still has the ability to further develop the brand through the Internet."