2015, the network auction, the new wave of the electric business field

2015, the network auction, the new wave of the electric business field

When it comes to the future, there is a word hovering in your head: We tend to overestimate the change of one year and underestimate 5 years.

The 2015 is the coming new year, and the first year of the next 5 years, the real development is the more far-reaching laws and trends.

Large data, artificial intelligence, robotics, AR technology, intelligent city ... I know you, 2015 I have to hear you many times, but I think you will not come, after all, the road of technology is indeed a bit far.

Nushu believes more change comes from business and society, and from an economic point of view, China in the next 5 years is a consumer China: the middle class is the world's first in six years, consumption is second in the world and fast growing.

China's driving force in the next 5 years is consumption-driven, more and more become the consensus of investors, more and more people believe that the consumer market mature, rely on the rapid rise of the middle class consumption, the implementation of consumer upgrades!

In the Internet field, this is the opportunity for the electric business.

It is in line with this trend that the rapid growth of the brand retail business, such as CAT/Jingdong, and so on, was in 2014. And from 2015 onward, this trend will spread to the last piece of territory of the electric business: non-standard electric dealers-car dealers + Luxury products + art and other fields.

The evolution of China's internet is mostly on the path of America's past, looking at the United States, it is not hard to see: The United States has also experienced such a rise in consumption by the middle class, because of the escalation of consumption, in the automotive/art/luxury goods and other areas also with the rise of non-standard electric dealers, and landed to specific companies and products: ebay and online auctions.

Online auction, in the past life in China

Apart from Shao Yipo, Chinese electric dealers have long forgotten the word "auction" and "Ebay".

But turning history, we can also know: In 2005, Mr Ma was publicly briefed on ebay through the media, when he said he hoped to become a leader in the mainland auction site in the next 18 months.

In the end, Taobao won the game against ebay, but it had nothing to do with the auction.

About the auction, Ali chief of staff Zeng had a very famous conclusion: because China at that time the people's living standard is still very low, we do not have anything to sell at home, finally Taobao turned to a very simple online free harsh, yiwu small commodity market moved to the Internet to start, It is an advantage of the model to form a pattern and then knock off ebay China. ”

Because of the untimely, with Taobao winning and a price become standard, the auction faded out of the mainland E-commerce main battlefield, became "acclimatized", a piecemeal development of an edge model.

Pay attention to the auction, from Taobao Hatch out of an ebay, Ali again to do eat crab people

"Look at the world upside down, everything is possible." "Alibaba is always on top of the imagination of the business model: the event that once again lets people link the auction to Taobao is that Taobao works with the District Court to promote the online justice auction." Despite the controversy over the initial cooperation, this has put the auction back in the electric business sector.

The model advantage of the price is to increase the efficiency of the transaction by raising the decision, to be, not to, straightforward, but also has gradually entered the bottleneck, and from the impact of the transaction efficiency of another major factor: uplift the customer unit price, enhance the flow value is a route, a fitting auction route.

Taobao ecological advantage is diversity, is omnipotent Taobao, but a wide range of times is not the direct demand of users, no matter how wide you have a pool of goods, users need today may only be a promotional item. To let Taobao diversity of the value of bloom: to encourage small and beautiful, so that businesses to provide differentiated services is a solution; by introducing High-value commodities, it is another solution to activate the flow purchasing power by bidding;

and the high value category (Car/room/jewellery/collection, etc.) that is represented behind the auction is the value of the active flow, which is what Taobao needs now.

Inside Ali, Ma Yunqin must be the auction business bigger and stronger things, in the Taobao system has been open secret. After retiring from the post of CEO, Mr Ma, the Chairman of the board, is more likely to be a thinker in the role of the Ali Group, constantly thinking about new models, or injecting new business ideas into existing models, and looking for new business growth in the Arrey Empire.

After all, in the field of consumer goods: Ali has done 1.4W billion of terrorist volume, it is very difficult to rely on the focus on consumer goods to find greater growth space. Want to grow, we must open up a new battlefield: combined with the auction business in Hong Kong and Taiwan/Europe and the United States and other regional operating experience, combined with the increasingly sophisticated domestic consumer market, Ma said: Taobao has come back to do the auction time.

2015: Time began

"Sun Tzu's Art of War is a cloud: good attackers move above nine." "To Michael's" competitive advantage "theory to interpret this sentence: the decisive, often not on the surface level of competition, but at a higher level. Stand above contradictions, see contradictions, more insight into the nature of things, subversion of competitive resource structure and strength contrast.

2013, Ali and Tencent mercilessly about the second shelf, but according to the future development of things to see: Everyone is smart, this one has made everyone understand: 1. No one's going to kill anyone. 2. Electric business is a bitter business, so Tencent to the electric business burden even people with a Web site dumped to the pan-east, Ali also no longer toss, Focus on doing mobile shopping.

And in the face of other electric competitors, such as Jingdong, Ali's advantage is the whole, perhaps in the mass consumer goods you can rely on the investor's money to play a game, but once the collaborators become more powerful than their own economies, hands 8 million sellers Ali and self-employed jingdong is not the same level above.

Auction is this "move on top of the nine" heavy weapons, playing the overall strength, a shot will be the court, this money can not buy partners to take down. According to the Shanghai Auction Association released 2013 years of data, only Zhejiang Province, a year of the judicial auction of the turnover of 70 billion people in the currency, and from Taobao Judicial auction channel publicity information, they have been fully taken off: Zhejiang/Jiangsu/Fujian/Henan/Beijing/Guizhou Six provinces, the country has 14 provinces have been pilot, Are en route to the province.

Conservative estimate: By the end of 2015, Taobao Judicial auction completed 10 provinces of the province, a province 600亿来 calculate, only 10 provinces will average 20% objects to Taobao to do (from the World Network exposure data, Ali and Zhejiang cooperation is much higher than 20%), There will be 120 billion yuan in turnover, combined with 2013-year business turnover data, Beijing East 13 is only 100 billion; and Taobao is only a child: the value of the judicial auction may be equal to 2013 years of the whole of Beijing!

and auction business, bring to Ali is not only the influence of government agencies resources, in the market angle, the traditional business resources of mining is its advantage.

Online, the auction itself is a trillion-tier stock market, such as the automotive electricity market. According to the China Automobile Association released data, 2014 National car sales of 23.5 million vehicles (expected to exceed 25 million vehicles in 2015). If coupled with the car after the service, is already a 5 trillion or 6 trillion market, enough to nurture a few giant electric dealers, is a battleground.

And from the historical stage of the 2015: because of the heavy weight of its own assets, it is the latest area to be invaded by the Internet, and for many years in the traditional auction chain, the traditional business model and growth have been very fixed, and the influx of electricity quotient They bring both instant data and new models, both for the transformation of traditional businesses and for new ways of doing business in the capital markets.

This is clearly a bargain, and countless auction operators are eagerly awaiting a cake of the internet economy, and Taobao has to do the same thing as it did ten years ago: Channel Internet.

Taobao's old rival, ebay, has proven the feasibility of online auctions with multinational experience: ebay traded 76.5 billion dollars in 2013, 27% of which are made up of several mature categories of auction and radiation. Taobao to use it in China's absolute overwhelming market share, and radiation influence to do ebay's same role, I believe it is not a difficult thing, the problem is only time ...