2014, said to be China's first year of cross-border electricity dealers, certainly no one objected, the main signs of two, the first is the high profile of the electric business giant Ali and Amazon, the 21st batch of venture across the border to obtain a huge financing.
The blue ocean is very big very attractive, therefore also must soon become the Red Sea, the Cross-border electricity quotient, gradually became a high handsome can play the game. Of course, the latter is not no opportunity, with the gradual improvement of the ecosystem, the rookie entered the field of Cross-border electricity to the threshold of the lower. However, it may be more reliable to open a shop on the platform than to burn the money to make a separate platform.
Cross-border electricity dealers can be roughly divided into two parts, part of imports, part of exports, this article today is the most concerned about the import market.
1, how big is the market?
To tell you the truth, regardless of Ali Amazon, such as the electric business giants, or the new upstart, Honey Bud, Honey Amoy, Cross-border electric business is just beginning, here is not to say starting from 2014 to start the line business. In the case of the Ocean Terminal, the company, although established as early as 2009, is only 600 million of its annual turnover in 2014.
Last year, Cat International did not disclose its specific turnover, not Taobao based on Consumer-to-consumer Global purchase, CAT International turnover should be around billions of.
But the potential market is huge. Data from the Ministry of Commerce shows that in 2013, China's import and export value of the first breakthrough of 4 trillion U.S. dollars, of which the Cross-border electricity import and export turnover reached 3.1 trillion yuan, an increase of 31.3%, is expected in 2016 China's cross-border electricity imports and exports will increase to 6.5 trillion yuan, annual growth of more than 30%.
The Ministry of Commerce's statistical target is the import and export amount, specific to overseas net buys the market, the Ocean Wharf once Blue Sea forecast is 2017 to reach 86 billion dollars.
2, the giant admission
2014, to the International Day of the Cat on the line as a symbol of cross-border electricity from the past niche market, gradually upgraded to the mainstream market.
In the past, the traditional business-to-business import supply chain is being upgraded to a consumer model, and foreign brands and retailers can butt into domestic consumers through Cat international, Amazon and other electric platforms.
2014 admission of the Cat International, as well as the establishment of 2009, just got 100 million U.S. dollars to finance the Ocean Terminal is the platform model. Cat International to the consumer mode, above the merchant retailer and brand quotient about half, while the cat International Brothers Taobao Global purchase is Consumer-to-consumer mode, two platform user experience is completely different. With the help of the original accumulation of the cat's traffic and users, Day Cat International 2014 Just a line, has become the largest local cross-border electrical business platform. Cat International has not announced its turnover, because the market has just started, so the estimated turnover will not exceed the billion.
In addition to the Cat international, other local electric dealers, such as Jingdong, a store are in the grab this cake. Jingdong, a shop of mother and child products 30% was washed away by the sea, for the giant, rather than be later cut meat, as their own cut meat.
In addition to the traditional electric business giant, even The courier company began to expand such business, such as Shun Fung, Rhyme Tatsu, Yuantong and so on, of course, they may be soy sauce, Wade Muddy, its influence and market share is not enough to fear.
3, the rise of start-up companies
Before the Spring Festival just got 100 million dollar huge financing ocean wharf is also the platform model, the Ocean Terminal Although does is the platform, but constructs the logistics, moreover in the front end, the Consumer-to-consumer and the business mix in a platform. However, once the blue waves also think that the competition is the sky cat, so when the ocean pier to finance, each investor will ask "How do you compete with the cat?" "And it is for the sake of the grain and fodder, to face the competition, so the blue waves intensified financing," in order to raise money, can sacrifice a little stake. The 2014-year trade in the Ocean Pier is about 600 million.
In addition to the Ocean Pier, the last year to invest in honey Amoy and Honey Bud Baby, two start-up companies have received 30 million U.S. dollars and 60 million U.S. dollars investment. Compared to the cat international and ocean terminals, the business of two start-ups is more focused and subdivided, focusing mainly on the mother and infant, the beauty of the field of makeup.
From the annual turnover, whether it is the cat international billions of, or the ocean terminals and other start-up companies, hundreds of millions of or tens of millions of, all means that the market has just begun. But it is brutal that the market has been completely reduced to a highly handsome game.
Cat International and Amazon as a traditional internet tyrants, without the lack of users, traffic and funds, and as several Cross-border electric business platform to get huge financing, 2015, a fierce battle inevitable. For start-up companies, the entry threshold is greatly elevated, each competition subject needs to invest in the human resources and the cost of trial and error will be more and more high, investors will be more cautious.
4, VCs tend to be cautious
There are two main types of investors across the border, one is the traditional electric business giants, such as the Cat, Amazon, Jingdong, with the help of the original electric business platform, to extend the business to cross-border electric business platform. In addition, they have also considered investing in start-up companies.
Honey Bud, the founder and CEO of Liu, said, "Honey buds" in the start-up period received a proposal from the large Business network shopping platform, "or let me invest in you, or I will hit you."
Jingdong also considered investment in the national port, finally did not talk about, the first may be the price did not talk about, the second is that the foreign terminals do not want to be so fast by the electric business giant kidnapping.
Another type of investor is venture capital, which last year was the beginning of a big heat for cross-border electricity dealers and probably the end. Honey Bud's investors include Sequoia, the foundation, Huafeng. Honey Amoy investors include Temasek Group's peak investment, Morningside Capital and so on. The above investment institutions, most of which have a successful investment in the business case, such as the investment fund to invest in the United States excellent products. Sequoia's investment object is to include only the goods will, Jingdong Mall, Poly Mei Excellent products, the public comments, the United States, Beautiful said, and Temasek is also the Beijing-East investment side. Quite interestingly, the morning hing investment in the Honey Amoy, but two times rebuffed the investment in the foreign terminals, visible its cautious.
In the second half of last year has been busy looking for investment in the blue ocean empathy, he believes that venture capital on the Cross-border electric business start-up companies, in 2014 years after the culmination of 11, when the cat and Amazon are in high profile with the power of Cross-border electric business. When an entrepreneur is looking for an investment, there is no question: "How do you compete with giants like the cat?" What are your strengths? "The number of entrepreneurs who can answer this question is getting smaller."
4. Initial infrastructure
Although it was the first year of Cross-border electricity dealers, in just one year, the various roles of the cross-border electricity dealers were already in place, and the ecosystem was already in place.
Like the domestic electricity dealer, the three key nodes of the cross-border electric power supplier are the same as logistics, information flow and capital flow. The flow of information and capital flows in itself, so it has nothing to do with the domestic electricity business, the most complex is the logistics system, long transportation distance, the need for a number of logistics companies, and customs clearance system time-consuming, in the past, through small transfer company, not only logistics time-consuming, but also easy to switch goods, real goods become fake!
Day Cat International mainly adopt the bonded and the collection goods two kinds of mode. Through the big data to finalize the hot products, CAT international merchants can be in the consumer before the single, to be transported to enter Hangzhou, Ningbo and other six bonded pilot cities warehouse. Due to advance stock, left to transport links sufficient time, you can use sea instead of air, in such a way, can save more than 90% of the freight. Moreover, the commodity enters the bonded area warehouse in advance, means that when the consumer orders, the day in the Bonded area customs clearance, its logistics distribution of the aging equivalent to domestic goods.
Foreign terminals have chosen the model of self-construction logistics, ocean terminals have been built in overseas 10 major international Logistics Warehousing Center.
The other way to shorten the logistics distribution is to get the data and customs data through, which can greatly speed up the customs clearance process.
Whether it is the introduction of a bonded policy, or the clearance of customs data, the Government's support for Cross-border electricity business has greatly promoted the development of cross-border electricity business, and the consumer side, the threshold for cross-border electrical business, has gradually been flat with domestic electricity dealers, and the past minority consumption will become mainstream consumption in the coming years.
Even if there is no logistics model, do not worry, Shun Fung, EMS are accelerating its overseas layout. Half of the logistics services in the Ocean Terminal supply the sellers outside the platform of the Ocean Terminal.
And the gradual improvement of infrastructure means that it is difficult for the latter to have the opportunity to rise quickly by complementing the Giants ' business short board.
In short, 2014 is the new year of Cross-border electricity business, born in the prime. But the brutal is, 2015 years later, the Cross-border Electric power trader is very likely only Gaofu game, the poor and short of the entrepreneur, it is difficult to eat this tempting cake.