2014 Electronic Business Annual inventory, subversion is the main axis!

[East Brother interpretation of electricity] December 5 noon and several Shenzhen friends dining, have done a few decades of traditional business, but also do the traditional electrical business in Taobao Jingdong sales of goods, the two-year business more and more difficult. Also see no new electric business opportunities, confusion! Asked the East elder brother how to look at the past 2014 electric business, there are some laws and interesting things. If let Tung use a word to describe the summary 2014 electric business happened, is "subversion", with a word to inventory is: a promotion, two listings, three wars, four investment!

Annual Depth Inventory summary, the article is very long, suggest collection, and slowly read!

A promotion

57.1 billion is this year cat double 11 of the turnover, count I know Jingdong, auto, suning easy to buy, 80 billion is some, the scale is equivalent to the traditional line of all consumer retail sales of two or three days of turnover, in book clothing and 3c communication has indeed formed a trend of subversion. As the United States Online Shopping festival black Friday total net turnover is 2.4 billion U.S. dollars, almost one-fifth of China, China has completely replaced the United States as the most important e-commerce model of the market, whether it is absolute turnover, or business model and service innovation.

The figures shocked Wall Street investors and shocked traditional retailers, and the transition to the vast majority of retail business was imminent. Taobao's model is to introduce a large number of sellers, to help users find the highest cost-effective goods. While Jingdong may not be the cheapest, but to provide consumers with 211 limited to build the best online shopping experience. Whether it is the richness of the commodity, or the competitiveness of the price, or relative convenience, a large number of consumers transfer network shopping platform has become a trend. In 2013, the net purchase user size is about 310 million, and the 2014 net purchase user's scale is expected to surpass 360 million, each year the consumer transfers to the net buys the market with 400.05 billion speed. Under the line the passenger flow is decreasing unceasingly, the offline business is more and more difficult to do, is also natural.

Two companies listed

May Beijing-East Nasdaq listing, the total financing amount of more than 3 billion U.S. dollars, the current market value of 32.6 billion U.S. dollars, the Beijing-East smooth listing, basically completely laid the BoE in the domestic market not subversive position. After the financing, Jingdong will accelerate the channel to sink to the three or four line and rural markets, but also announced the Suning Gome and other traditional retailers will not be able to counter subversion.

Alibaba Group, which landed at the NYSE in OCTOBER, financed $25 billion trillion, now worth $265.9 billion trillion, far surpassing the world's largest electric company, Amazon's market capitalisation of $144.7 billion. Alibaba has surpassed Amazon not only in terms of size and market capitalisation, but also in ecological sophistication, business diversification and business model innovation. The world's largest electric company from the U.S. Amazon easy to master China Electric Company Alibaba! And Alibaba to raise huge funds after one of the core strategy is to enter the global electricity market, the establishment of the global Alibaba electric business ecosystem. The Chinese are only 1.4 billion, and nearly 6 billion of users around the world are waiting for services.

Alibaba's IPO is a reversal of the US electric-business giants such as Amazon and ebay. Amazon and ebay's share prices have largely changed over the past year, and China's electricity dealers have shown an eye-catching performance. More regional market power dealers are more focused on imitating the Chinese model than Amazon and ebay.

Three wars

In early 2014, Huawei launched a price war against Millet, the Glory 3c pricing 798 directly against the red meter 799, while the Glory 3x pricing 1698 yuan for the price of 1999 Yuan Millet 3. After this, the charm family, Oppo, Lenovo and other domestic mobile phone brands have joined the price war, the smartphone was quickly pulled to the era of thousand Yuan machine. There were only three of them, Apple, Samsung and later Lao Luo's hammer phone. Of course, Huawei did not subvert the millet, the third quarter when the market share of more than 15.4%, has become the country's largest smartphone manufacturer brand, and Samsung Market share has fallen to 13.5%, a year's time slipped nearly half of the market share. Samsung was hit by a fall in Chinese sales, with shares falling more than 12.5% in 2014! The price wars of smartphones have accelerated the popularity of smartphones in China, providing the basis for the subsequent changes in the mobile Internet's electricity quotient.

February 2014 began to Tencent godfather led by the drop of a taxi and to Arigan Dad led the quick taxi launched a subsidy war, it is said that the last Tencent subsidized a billion of of the cost. Most people look puzzled, because it is difficult to imagine how to make money, stop the subsidy after many users are not used. Essentially, the battle behind the taxi software war is that the mobile payment market for young users of the micro-letter payment and Alipay battle, is a micro-credit payment attempt to subvert Alipay in the payment market monopoly position. The end is the Hornets, shaking and other taxi software have hung or transformed.

The third electric business war began in August or September, the main two is hungry Mody and the United States Regiment net, although behind Ali and Tencent, but basically has not much relationship. American Group through group buying subversion of the public comments in the catering industry boss status, and hungry Mody hope through the takeaway, challenge the U.S. group in the influence of restaurant group. Large-scale price subsidies, the United States and the network and hungry to start to please all the Chinese cock silk eat takeout, the current two orders are claimed in more than 1 million single. Most of them are dead, except for the deep, more deeply-rooted takeaway.

In the past year, all kinds of unscrupulous price wars than in previous years, the first two days in Shenzhen, East elder brother to visit a mobile phone dealer friend. My friend said there were three smart-hands rings in his building, but this year it's closed.

The price wars of the Dark Internet, launched by big companies, are growing more and more frequent, and more and more are being faced by startups and even some traditional giants. In the past, when internet entrepreneurs faced investors, they were often asked: What if Tencent did? And now more and more electric business entrepreneurs will face more reality challenge is: if millet, Jingdong, the United States Regiment, Ctrip, where to do the company to do?

The internet still has a very strong Matthew effect, in the past many entrepreneurs think Pianan corner, although also did not expect to do a lot of business, earn a little money can also, but now East elder brother see the situation is, even Pianan corner of the old is very difficult. Entrepreneurs, no matter at what stage must always maintain enough sense of crisis, to have to do the entire network first goal!

Four investment and financing

At the end of March 2014, Tencent announced strategic investment in Beijing-east, its business Tencent sales to Beijing east, another additional investment of billions of U.S. dollars to Beijing east. Jing Dong completed the promotion of the market share in the business, also obtained Tencent micro-letter and QQ two of the largest mobile application portal. For Tencent's goal is to get rid of the baggage, the Beijing-east into the new Tencent electric Business ecological circle to subvert Ali's electric monopoly position, and the Beijing-east demand to borrow Tencent's resources to subvert the boss status of the cat. From the current point of view, the two have differences, cooperation has not been particularly in-depth development, the impact on Ali is very small. From the understanding of East Elder brother, one of the biggest problems in the east of Beijing, micro-letter and hand Q entrance of the game, it must be innovative, rather than the traditional way to the entrance to sell goods, to make a few pits, so that different categories to provide goods, as the Beijing-East official website and app supplement entrance, the user will soon numb, and then give up. Jingdong want to break, it is necessary to change their own KPI drive lack of innovative culture, of course, more changes need to come from Liu himself, the past more successful more believe that their own set of things will be more difficult to change! Su Ning becomes so today, isn't that so?

Tencent follow-up has a number of investments, such as the public comments, 58 with the city and Le Habitat, the most important one is for personal sellers open micro-letter shop Pocket shopping. October Pocket Shopping announced a C round of financing 350 million U.S. dollars, of which Tencent invested 145 million U.S. dollars. Ant Xiong, Taobao is relying on the Parina of the sellers gradually bigger, and pocket Shop app in early January this year online. Pocket Shop founder, CEO Wang revealed that as of this September, the micro-shop has covered 172 countries, attracted more than 12 million stores settled, monthly independent visitors 83 million, turnover has reached 15 billion. Although some of the data is somewhat watery, it is not surprising that it is only a year. At the beginning of September, Jing Dong's Pat micro-shop start-up, quickly in the micro-letter turnover quickly rise to tens of millions of yuan a day, has exceeded the pat over the past eight or nine years of time level.

New mobile dealers, social electric dealers were born, if Ali look at his own Taobao new number of sellers data, presumably must be down. Although Ali more money is the day cat is Alipay Financial is large data, but no Taobao, the cat is also source roots. The central micro Shop is subverting the traditional pattern of Taobao.

The second investment came in May, when Alibaba announced 249 million dollars in Singapore Post, which was established nearly 200 years ago and now has 12 warehouses in Southeast Asia, Australia, the UK and the United States. Singapore Post's wholly-owned subsidiary, Quantium FX has more than 200 business customers. The new mailing ground distribution network covers all countries in South-east Asia, including Singapore and India. Ali's fast-selling main business in Russia, Brazil, Argentina and other South American countries, so invest in Singapore Post, to absorb the Singapore Post's international postal Service, logistics capabilities, infrastructure and strong distribution network for Southeast Asian consumers and businesses to provide end-to-end logistics solutions, is Ali to enter the Southeast Asian market is a key step. Alibaba is in a regional market, one by one to subvert the ebay and Amazon and other traditional U.S. electric dealers. In the international wave, the traditional brand grafting in Ali and jingdong these aircraft carriers, will also be much smoother.

The third investment and financing is June, the network announced the 100 million U.S. dollars in the C round of financing, it seems that there is no room for changes in the hotel market ushered in a new giant, passers-by net.

A week of money = former East elder brother and former Tencent Small partners in Yunnan Tengchong Travel, Live is the Villa hotel, 3600 yuan a night, there are three rooms, butler, have a separate breakfast, but also to help find the car and driver. Because former colleagues in there to do CMO, heard that entrepreneurship three years has opened up nearly 3,000 villas hotel. Of course it doesn't sound plausible, it's too expensive. However, the overall average customer unit price 1000多 points, considering that there are three or four rooms, in fact, the price is not expensive, very suitable for the family and the company team travel booking. The price is not like the home Han court how much, and considering the comfort and service, the price ratio is much higher than the former. It seems that the hotel business is already highly competitive and somewhat excessive. But there are always new models and new breakthrough subversive!

This year in the field of electric business investment and financing is very active, more than 100 million U.S. dollars and do luxury temple network, fresh I bought a network, hospital registration network, clothing Mushroom Street Beauty said, before the price of the war in the drop of a taxi, hungry and so on. When many people believe that the electric dealer or has been Ali, Jingdong, Ctrip, and other monopolies, there will always be a new company new model out, in a more segmented market breakthrough to find their own opportunities.

Tradition is dead, change eternal life

Traditional electric dealer Traditional play does not have too many opportunities, pure into the capital and time difference game, first hit the money to buy the basic facilities to catch users, and then the scale after the user to become present. But the new electric business play, the new electric business model is still emerging, and the beginning is to make money, and in the pattern is not less than the traditional electric business play. It is also tung the last one months around, looking for similar projects that have biomedical, educated, 3d print scans. They have a good traditional product or user base, and then combined with mobile Internet, social networking to do some fun and profitable electric dealers, relying on internet thinking is far from enough!

"Subversion" is the 2014 electric business keyword, will also be the next year, the subject of the electricity quotient, in the internationalization, online, mobile three major trends behind the electricity, constantly emerging new opportunities and new players giants. Whether it is a good double, IPO, or a variety of torn-price war, as well as large-scale investment and financing, we can see the future of China's electric power and innovation, breakthroughs and subversion.