China's business-to-business industry will not be fundamentally improved in 2015, but it is a key year in the industry's transformation. This is somewhat like the 2012 Alibaba adjustment to business-to-business business, which has laid a good foundation for a 2014-and 2015-year restart. In the view of Toby, the industry as a whole will face the following trends: The transformation of business-to-business platform to business-to-business Integrated services will be more rapid; business-to-business dealers will enter a new phase of differentiated competition in their main business; Business-to-business third party services will be consistently bullish, Industry acquisitions continue as well as industry bosses will be more aggressive in testing water for business-to-business business.
1. The transformation of Business-to-business platform to business-to-business integrated service provider
The shift in the role of the Business-to-business platform to the integrated service provider is about two years ago, with the iconic event that Ali lent to the Business-to-business Enterprise on the Aliping platform to start a credit loan. This is a business-to-business platform in the traditional shop services, search for a new way to open up a revenue. However, whether it is Ali or later wise, the goal of financial services is not to make money. How do we evaluate the business development of business-to-business platforms?
In fact, this is a microcosm of the transition from business-to-business to integrated service providers. Unlike the traditional C classes, Class B transactions need to pay full attention to the upstream and downstream of the entire trading chain. From the selection of goods to buyers and sellers, to the payment, to the inspection of goods, goods logistics, until the buyer received, and then to the derivative financial needs, each link will affect the success of this transaction. The shops provided by the Business-to-business dealers, search bidding products have been unable to meet customer demand for the overall transaction control, infiltration of the entire transaction flow, as far as possible to provide the transaction process of the services will become a business transformation of each business-to-business issue. For example, Ali's 100% takeover of a-pass reflects this, and it is more of a matter of the gold content of the class-trading data.
This trend will continue to be extended in 2015. As an integrated service provider will be in the original shops, search for competitive services, the integration of Third-party payments, logistics, finance and even inspection services. For example, soon after the logistics platform of HC network, Alibaba China (1688) also announced that it will build a logistics platform in 2015, through the introduction of Third-party logistics to help build a complete trading chain. The engagement of the third party logistics operators shows that the business-to-business dealers have a clear understanding of the role change.
Third party payment, foreign trade through Western Union, PayPal and other third-party cooperation completed, domestic trading will focus on creating a wider range of payment tools. Except Alibaba China relies on Alipay, HC, steel, Alipay and so on are currently through cooperation with the third party to achieve the provision of payment, in 2015, the two major features of payment will be: On the one hand, Business-to-business TV platform will pursue its own payment platform, payment licence applications; On the other hand, in the state-related third party payment policy, Under the restrictions of industry supervision, fast payment similar to C class will also become a battleground.
Similar to logistics, inspection services are also introduced into third party services. The introduction of new vendors and partners will ensure the independence of the platform, maintain the credibility of the platform, and avoid the issue of ex post facto accountability and other issues to be challenged. Such testing will be the overall business-to-business platform for the service object, to provide bulk, standardized services. However, in some vertical subdivisions, there is also the possibility of acquiring a professional inspection institution as the subject of investment. Overall, testing services for the entire platform will be more valuable, covering a wider range of customers, will produce greater synergy. and vertical sector investment more visible as a non main business income, or financial investment.
2, business-to-business electrical business in the main business into a differentiated competition situation
Business-to-business competition has not been like the C kind of fierce one of the main reasons is that each enterprise has adopted a differentiated development strategy. The same platform, Ali advocated to do the level of business-to-business ecological construction, and HC stressed vertical category of service depth, steel, business Bao is focused on steel, chemical and other subdivided vertical market. In the 2015 operation level, the respective operational planning will be further differentiated, their characteristics are distinct, but very few direct competition.
In 1688, for example, Alibaba 1688 will mention the establishment of the quality assurance system, inseparable from the entire trading platform rules set. The new rules will have the strength, the product has the advantage Merchant carries on the service, to the buyer and seller's good or bad will realize the stratification, on the original 1688 platform is expected to form the high quality B type mall which resembles the day cat. Ali such adjustments will be geared towards the 1688-covered industry, with internet features to address the industry's common problems.
HC Network is to continue to follow the vertical road. Unlike Ali, the company operates vertical categories through a number of vertical industries. Recently on the line of the Amoy car shopping mall after the market, itself belonging to Yu Huicong's auto industry subsidiary. Through its subsidiaries, HC is trying to solve the transaction problem of the buyers and sellers through a better understanding of the industry.
This differentiation will continue in the 2015. To sum up, Alibaba will continue to use the Internet to solve the whole class B on the big problem, and the Hui Cong, steel and other manufacturers will dig a subdivision of the industry, trying to provide a full flow of services within the industry to win customer recognition.
3, business-to-business Third-party services will be continued bullish, there will be more small mergers and acquisitions
A wholly-owned acquisition by Ali, is a epitome of the third party service being favored. According to the private exchange of the network, similar business negotiations, investment behavior has not stopped, whether it is a business-to-business platform, or its financial advisory body, are actively looking for investment opportunities within the industry. This is inseparable from the transformation of the 1th business-to-business power provider to the integrated service provider.
4, the industry bosses to test the water business
Industry bosses will try more on Internet-type business-to-business. Traditional bosses have been tempted by the lure of the Internet, both in terms of revenue and market capitalisation, which can create a huge space for imagination. However, the business problem is not the key to the success of the test water, enterprise management, corporate structure and even the talent is the main problem of the boss. To solve this problem, first of all, the need for the boss to open their own, enterprise internal friction, talent structure needs the internet and industry phase equilibrium, otherwise similar to the core city of the story in the next year or two can not be replicated.
5, Business-to-business listed companies face the threshold of delisting
This is probably the last thing that Toby wants to do. Outside Alibaba, several other business-to-business listed company's performance has slowed down, the global resources and the network Sheng Business Treasure is facing the year-on-year revenue growth to be negative the challenge. With the decline in customer satisfaction, the revenue risk will continue to expand, and the company's market value and share prices will also face challenges. In this context, the retreat of the city became a very bitter keyword. However, this may also be a rebirth opportunity, Ali Business-to-business Retreat, so that it can not bear the pressure of investors to carry out in-depth adjustment, for now Ali domestic trade 30%, 18% of the quarterly growth lay a solid foundation.
Wu Minzhi, Alibaba's business-to-business director, said that Business-to-business spring had yet to come, while business-to-business adjustments, consolidations, traditional corporate and Internet collisions, and a renewed understanding of B-class business by investment institutions needed to be prepared for the winter. Otherwise, the business of Business-to-business Spring is still a distant future.