Some people say that the 2012 electric business industry, if used three words, is "price war", with six words, is "the most brutal price war."
In the price war behind, is Suning Gome and other traditional home appliance stores at the break from the "arm", force online business; the cat Taobao platform-type electric dealer by the "Double 11" 19.1 billion of the daily turnover and the breakthrough of trillions of annual turnover a ride of the dust; A large number of small and medium-sized E-commerce sites have died, or been acquired integration.
2012 is also a veritable electric dealer shuffle year. After many prices after the war, not only consumers have produced aesthetic fatigue, the electrical business is also powerless to fight again, this performance in the December 12 of this traditional electric dealer promotional day, shouting discounts on the sound of sparse, the final end with insipid.
The price war makes the electric dealer rank and market share change. According to Iris data, compared to the first quarter of 2012 market share, in the three quarter, Suning and Gome Holdings of the bowser net rose significantly, the former from the 5th to the 4th, the market share increased by 35%, the latter into the first six, which shows that the traditional home appliances store line on the effect of exerting force.
Amazon China, which did not stand out in the price war, slipped significantly from 3rd to 5th, with a 17% per cent drop in market share. This could be the cause of the resignation of Amazon's Chinese president, Wang Hanwa, at the end of October, after 7 years in the position.
Take advantage of the platform of the cat hundred feet head further, increased by 3.1% to 54.6%, Jingdong Mall, Dangdang, such as the old self-owned website is also in transition to the platform, Dangdang is in the "Double 11" on the eve of the cat platform.
Price war let small and medium-sized vertical E-commerce Web site overwhelmed, mother and child type of electricity Shanghong children are bought by Suning, cotton, product poly, le cool days, after Matt, Yao Point 100, such as once the scenery of the electric business site has been closed.
The price war will not be worse.
Dangdang CEO Guoqing
Guoqing, because outspoken dare to say, is called the electric business "Li Mouth" and "Morgan Stanley female" micro Bo to scold, spit trough to investment bank dissatisfaction; often with Jingdong Mall CEO Liu, two companies also broke many price war.
For the electric dealer price war, Guoqing is a mixed, his leadership Dangdang in 2011 before the United States Nasdaq listing, had two years of profit, several rounds of price war, he had to admit that there is a loss.
2012, the Electric dealer price war scale is unprecedented, 2013 electricity merchant again will be how a scuffle? Guoqing, in an interview with Huaxi City newspaper, said the price war would not stop until a large electric dealer died.
He said, "2013 electric firm Business sentiment index probably can hit seventy or eighty points, I generally optimistic." Although the capital market is still very cold, but also want to see hundreds of millions of consumer currency to buy. According to the "Twelve-Five" E-commerce planning, by 2015, the total trading volume can reach 18 trillion, net purchase volume reached 3 trillion, indicating that the electricity quotient is still high growth. And 2013 Mobile shopping, community business, O2O (online on the line) of the development, there are two-dimensional code, bar code and other technologies will gradually play a role, these will bring incremental. ”
However, he also believes that the 2013 for the electricity market will be the cold winter of the capital markets, and some of the electricity business capital burned almost, private and listed windows are very small, so the electricity price war will not be more brutal. But the price war will not stop, unless a big electric dealer dies, the market cake is enough, the rest of the electricity business will shake hands.
He predicts that "the future of vertical electric chamber differentiation, some continue to vertical, small and beautiful, in their respective areas of dislocation competition, and some other lateral expansion will fail to exit the competition." There will also be mergers and acquisitions and restructurings. ”
Rothi Reporter of Huaxi Metropolis Daily