2013 Electric Business: Vertical, Mobile and O2O

Editor's note: The 2013 is drifting away from us, and the field of science and technology is still moving forward. Always need a moment, we should stop, look at the past days. The year may be the best choice, so we start at this time the "2013 Science and Technology annual ranking" selection, and sincerely invite you to participate in the vote. Let us look back to the road, firmly forward.

The 2013 electric business industry, although still has 618, double XI, double 12 such use cheap gimmick wantonly Rob market price war, but the gunpowder son does not seem to be so strong for 2012 years, in particular, Ma Yun back behind the scenes, Liu study in the United States, the industry seems to be less some saliva war, But the whole industry shows a trend of diversification and differentiation.

The platform pattern basically forms

In the words of Liu, the competition pattern of electric business platform has been basically decided, the future players will not exceed 3-5. Judging from the development of the past year, the cat has once again passed the double 11 to prove its position in the platform, while the self-employed, Jingdong also to 100 billion yuan to stabilize the turnover of the first, then belong to the second echelon of the players and Amazon (393.37,-4.71,-1.18%) China, 1th stores, Dangdang (9.85, 0.05, 0.51%) and Xun net.

With the development of the mobile Internet and the difference of the electric quotient, the above-mentioned platform type Electric quotient is no longer the pure slaughter price, but each seek suitable development road for oneself. A variety of preemption card position is Ali and Jingdong, the two sides continued in the logistics, financial and open horse race, and even in the IPO of secretly rivalry, 2013 still have a tough battle to fight.

The next few are looking for differentiated development. For example, store 1th with the help of Wal-Mart (78.63, 0.16,0.20%) resources to open the market quickly in fresh delivery, and settled in the FTA, not only to solve the development of self-management and platform of the adverse situation, but also better develop its flagship import food, but how in the important platform business vigorously chasing, Or the problem it needs to solve.

Amazon China in the Chinese electric business industry "up early" company, has been low-key in accordance with their own pace of development, but also by the electric business industry fierce competition, and eventually began to enter a high-profile price war to do marketing.

But what is more strategic for Amazon is that the Kindle's year-end entry into China and the rapid growth of e-books, as well as the recent entry of the cloud computing business, will bring new growth opportunities to Amazon's China business.

Dangdang this year's development focus on clothing, and even imitate the only product will (82.21,-1.94,-2.31%) launched the "tail products will", the concept and performance also received capital recognition, the stock price has continued to rise. However, relative to the same level before the Beijing-east, Dangdang's strategic layout does not seem to span the entire ecological chain, or even fell into the "acquired" rumors, at least from the current 751 million dollar market value, the capital is still very imaginative space.

and Tencent (499, 3.20, 0.65%, real-time market Shang network, always mention a concept is "corner overtaking", after all, in the electrical infrastructure such as logistics and other aspects of the work late, this year in the price war, the slogan shout louder, but new products and new business does not have too many bright spots. But through the micro-letter payment to the micro-letter this channel entrance, or to bring a lot of traffic marketing advantages.

Of course, the above is only determined to take the platform-type development roadmap, but the past 2013, the entire industry has a new play, such as mobile Internet, such as vertical category, and even some traditional industries reverse entry, as well as the O2O of various concepts, The emergence of a large number of characteristics and has a rapid development momentum of the electric Business Company.

Vertical and differential alienation

This year, there are two of companies in the electricity business, one is from the beginning of last year to become a dark horse, this year still keep the myth of high-speed growth, the only products, its launch of the "tail goods" mode opened a blue sea, although one after another, where the imitation, and even encounter institutions short, have not weakened its growth momentum, Shares climbed to more than $80 trillion, with a market value of around $4.7 billion.

Another low-key company, once thought to be a "big rich", is the Orchid Pavilion (8.12,-0.24,-2.87%, the first half of the company's IPO is seen as the capital market "ice-breaking trip" to do the business of foreign trade, the main body to 3 C accessories wedding mainly, so that the company has high margin and high growth, In the early stage of the IPO has been pursued, but also to the second half of the listing of Chinese Internet companies to give a shot of cardiac arrest.

Tail goods and foreign trade in the electric business industry, belong to some vertical categories, but only the goods will and orchid Pavilion market but make features, and low-key are listed, means that the electrical industry in the field of differentiation has a particularly big opportunity.

Of course, the listing does not mean that the future is not worry, only products will need to face the problem is how to maintain high growth, especially in many electric Shangdou began to do the tail goods market under pressure, whether can still find a new direction. But the Orchid pavilion market already faces the difficult problem which the growth slows down greatly, how opens the new category, seeks the new development direction is its most important question.

In the category, the vertical electric operators are out of 2012 years of financial dilemma, in the industry after the reshuffle ushered in a new development. For example, the cosmetics field, host Li founder of the Lok Bee network in the discovery of sales agent cosmetics do not make money, found an original skin care brand + star talent of the entertainment route, and from the tide of group buying the development of the Poly-Mei excellent products, also began to become the business Mall.

The food field also becomes the competition hot spot, the fresh fruit class this to the distribution request particularly high category, has attracted many attention. For example, the original Life network and Tuo tuo workers, have high-speed development, and the new join Shun Fung Electric and 1th stores, also in the use of supply chain and logistics advantages, hope to be able to share a cup of soup.

And in this year's double 11 promotion war, the wine electric trader becomes the new eye-catching scenery line, this is an interesting category, there are red wine and liquor points, in the official culture center of Beijing's Jiuxian net main liquor, while in the petty bourgeoisie culture of Shanghai also buy wine is the main red wine, plus music as the ' Net Wine network, Cofco I buy wine and so on, the industry is likely to usher in large-scale investment mergers and acquisitions.

Also in this year, in the strategy of many times to reflect on the swing of every guest, experienced the liquidation of inventory, turn to the platform and return to the brand, and finally clear the new independent brand positioning. And in the Apparel field, another characteristic of the electric dealer is Yoho, the appliance business main trend apparel, backed by the magazine Resources, and plan to enter the line.

The above mentioned basic is the front-end company, in the electric business chain of other links, there are many companies to obtain capital favor. For example, search price companies to help 5 to complete 16 million dollar financing, South Korean founder is planning to pass the Shanghai FTA, South Korea's goods into the country. Electric operators on behalf of the operation of the company Ruijin Lin, Hing-long letter Tatsu have received market attention.

Mobile and O2O

Mobile Power is no doubt the hottest topic of the year. Even Alibaba in the double 12 promotions, through 36 million yuan to buy the Shuangse lottery ticket to the mobile phone Taobao user strategy to promote the mobile phone Taobao download and use.

In the earlier double 11 promotions, mobile Taobao active users as high as 127 million, the number of sales orders for 35.9 million, accounting for the total number of transactions 21%, far higher than the 2012 5%.

For Ali, not only to promote the development of mobile shopping, but also want to layout the entire mobile industry chain, so Ali invested in Weibo, gold (14.57,-0.20,-1.35%), including the continuous development of Alipay, and the latest introduction of mobile food app Amoy Point, are looking for a more in-depth layout of the social electrical quotient and O2O.

In Ali to seize the "mobile internet ticket", study in the United States back Liu said it is a pseudo proposition. Of course, the Beijing-east stall is not so big as Ali, Liu Logic is that the essence of electricity is still the most important backend experience and logistics, as long as these do well, users will not lazy to download an app.

Of course, O2O is also the focus of the next year, but with Ali's "lightweight" approach is different, Jingdong is more layout entities, such as already and Taiyuan convenience store Tangju to reach cooperation, hope to solve the local community electrical business localization service problem. Liu also stressed that Jing dong to do O2O is the focus of fresh fruit products distribution, these for time Logistics has a very high demand.

In addition, Jing Dong also invested in a restaurant called "Home Food Club," the Order of the app, that is, Amoy point to do O2O direct competitors. As the catering logistics and distribution team, the investors ' expectation is to become an efficient logistics to cover the life of local area.

In addition to the O2O layout of the platform, some O2O in the vertical field are more interesting. For example, from second-hand luxury consignment into the temple library, through the line + online club model, and gradually to the high-end crowd service provider role transformation. In addition, there are 11 Black Horse auto (35.87, 0.96, 2.75%), the original line held under the promotional special moved to the line, the final deal 15,000 orders, the total order reached 2.543 billion yuan.

To get through the online and offline resources, there are furniture electric Shangmi Lele: From the line to the line to convey passenger flow, offline experience, line up and down, in production, logistics and marketing to reduce costs in all aspects, has become a very lucrative company. In addition to the current electricity Yoho have goods, also intend to open a physical store, but will be used to show the store to wear, Merchandise express home new play.

The most interesting o2o is the transformation of the traditional industry, such as this year's most popular taxi software, is the mobile internet era O2O typical representative, including a drop of taxis and other start-up companies appear.

This trend has also entered the catering, domestic industry, catering representatives are home to gourmet food and Amoy points, as well as the development of a more early public comment network. In the domestic industry there are e home cleaning, aunt Help, Cloud homemaking, such as a number of start-up companies, it is expected that these types of companies in 2014 years will become a hot pursuit of capital.

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(Responsible editor: The good of the Legacy)