A brief analysis of the business logic behind several electric quotient models

Intermediary transaction SEO diagnosis Taobao guest Cloud host technology Hall

Wen/I World Network business editor, "World Network business manager" executive editor Xu Wei

As outsiders, observers, the author has been thinking, a variety of different electrical business model, in the end, who is the best, who will represent the direction of the future? What is the real logic behind some seemingly "silly" companies?

As the industry pattern becomes clearer, the logic of the author's mind is gradually connected, and finally, the problems begin to have their own understanding. This article will carry on some superficial analysis to the domestic several main electric quotient models.

Pure platform Mode (Taobao, cat)

In an interview with foreign media, Mr Ma said he was sorry for the competition because they did not go the right way. I think, pure platform mode (in order to distinguish from the following other modes, so added "pure") should be the correct model in Ma Yun's mind.

The author also believes that this is indeed the best of an electric business model, if each company can choose the model freely. Why do you say that? e-commerce features both retail and internet two industries. From the retail industry point of view, players are divided into commercial real estate developers, retailers, manufacturers three major roles, retailers, manufacturers merry-go like you sing my debut, only commercial property developers Shing, so if you can do real estate developers, it is estimated that no one would like to be retailers and manufacturers. From the Internet industry point of view, the Internet to follow the 721 law, that is, the industry leader accounted for 70% of the market share, second accounted for 20%, all the other companies add up accounted for 10%, so, to do a network of real estate developers, is how much value Ah! Therefore, Ma Yun decided that this is the right way.

Pure platform Profit model is actually very simple, service fee + Trading Commission + advertising, simple and rough. Why Taobao do not do their own transactions? Very simple, direct transaction costs are too high, not cost-effective, but also with the interests of platform customers conflict, so Ma Yun will never do self.

Proprietary + Platform mode (integrated business, such as Jingdong, store 1th, Amazon)

The company, represented by Jingdong, has generally gone the same way-from a vertical category of consumer, horizontal expansion into a comprehensive class of business, and then vertically expanded to provide marketplace platform services. This path can actually disprove the correctness of the platform model, because the opponent's imitation is the biggest affirmation.

In this path of constant change, the enterprise's profit model is also changing. In the vertical category of the stage, the enterprise is actually to sell the money, this time is really not necessarily loss, because enterprises will live within their means. And in the horizontal expansion stage, the game changed, the enterprise began to earn VC money, business logic is for tomorrow's good, the sacrifice of today's happiness, this stage of the company basically began to loss. In the third stage, the company began to make money from suppliers. Unlike the pure platform-mode cash spot, the marketplace of the Business-to-consumer platform basically has a longer billing period, and the business platform can take up a large amount of vendor funds and gain from short-term investments.

Why do some of the people like to build warehousing and logistics? The public reason is to improve the customer experience, can provide services to the platform customers, but understand Chinese business people should understand that the development of E-commerce for local government is a very beautiful performance, electric companies as a basis for special funding support, Low-cost land, Tax breaks are real benefits.

Money Laundering Model (no example)

This model is not very aboveboard, so I can not give an example. In essence, it earns VC money. Perhaps in the beginning, this kind of electric business enterprise did not move the idea of money laundering, but with the upgrading of the industry competition, more and more companies are facing the danger of being out, so some "smart" entrepreneurs simply give up the resistance, directly through advertising, consulting companies and other methods of money laundering, the last VC money into their own pockets. Therefore, the electrical business is not really so afraid of losses.