Billion Power network zhengmin: Mobile electricity business is subversive Revolution no big guy

The 2012 Digital World Asia Expo was held at the Beijing National Convention Center today, and the founder of Zhengmin Power Network attended the conference and delivered a speech.

Zhengmin said that the current pc-based shopping sites, their mobile e-commerce applications are heavily overvalued. There are a lot of comments on the Internet, we all say that the difference between mobile E-commerce and Pc-based E-commerce will lead to changes in lbs consumption, mobile clients can achieve push, mobile e-commerce can achieve anytime, anywhere online shopping, this is the most talked about mobile E-commerce brought about by the changes, But he didn't think so.

Zhengmin said: "Mobile E-commerce can bring about a new revolution in E-commerce, this revolution is subversive." "In this new revolution no big guy, all over again, we must not think that we have seen in the PC-side of E-commerce in mobile E-commerce must also be big guy, is not the case, the reasons are three different."

In the mobile e-commerce industry chain, basically can be divided into three major components: the first is the infrastructure of mobile E-commerce, mobile E-commerce infrastructure in the mobile hardware and software platform and support service providers, so you can understand why lei and Zhou will be so powerful. Mobile advertising, mobile payments, mobile app development, these are mobile e-commerce infrastructure. The second is the mobile electronic commerce industry main body, namely the application service provider, has three parts, the shopping, the purchase service, buys the digital product. Shopping, the last round of interactive guests also talked about, is a "also" relationship, personal feel more than 20%, is a huge challenge, but must be the standard shopping class site. Purchase service, is the real application of mobile E-commerce, is its main battlefield. Shopping is h, the purchase service is I-r, this is in accordance with the 2002 National Economic Classification standards in the first class to see.

The following is a transcript of the speech:

Zhengmin: Thank you very much for listening to a small view on mobile e-commerce. In particular, I agree with the interactive views of several guests on stage, and there is a real need to acknowledge that the current pc-based shopping websites, their mobile e-commerce applications are grossly overrated. At least what I can read on the Internet, what I can hear at all kinds of meetings, is overrated compared to my actual proximity. But mobile E-commerce is changing our lives, changing a lot.

Mobile E-commerce in the previous e-commerce, like the current e-commerce and traditional enterprises, a huge challenge. New big guy and new industrial chain brewing.

What has changed in mobile commerce?

There are a lot of comments on the Internet, we all say that the difference between mobile E-commerce and Pc-based E-commerce will lead to changes in lbs consumption, mobile clients can achieve push, mobile e-commerce can achieve anytime, anywhere online shopping, this is the current I see you talk about the most mobile E-commerce brought about by the changes, But we don't think so.

The mobile E-commerce We see is definitely not an improvement of the current pc-based shopping power provider, but a revolution in E-commerce. Why is not the current we see these electric dealers in a move to improve it? Three reasons:

1, the existing Pc-based shopping website commodity and price system in mobile electricity business will not acclimatized. This is certain. Traditional enterprises in the electronic commerce will encounter the line of goods and price system and online production of a great conflict, hand to hand. Traditional enterprises do e-commerce more channels will rebel, but if the pc-based shopping site to do mobile E-commerce, this resistance in the interior will be more serious, because the existing shopping site gross profit margins in the fierce competition has been suppressed very low, If we want to do some goods and price system in the mobile E-commerce interface discount or promotion, it is very difficult, and will cause a strong PC side rebound.

2, the existing user understanding acclimatized. Based on the Web page and based on the client is completely different, it to the user's understanding, Hou Xun also said that, based on the client may be at night sleep before hearing the phone dropped on the ground, they fell asleep, but in the pc-based shopping environment, most of the shopping time is done at work, are in the working hours to go shopping, Rather than work, because there is a computer at work time, but also can have leisure time.

3, the existing marketing media acclimatized. There is a living example, I have a friend specializing in mobile E-commerce, he told me that the first three months of online download almost 100,000, I was very envious of him. Billion power network later did the billion state electric business news app, with the traditional media did a small promotion, found that download volume and 100,000 gap is too big, why? Later I realized that the original based on the mobile end of the network marketing and network marketing based on the PC is completely different, as if the traditional enterprises do not know how to engage in online marketing is the same truth. I think the existing electric dealers, mainly based on the PC shopping site of the big guys, and other small and medium-sized sites, mobile E-commerce for them will be standard, but also just standard, I think 20% will be a huge challenge. The current PC-based shopping site in mobile E-commerce on the proportion of sales accounted for 20%, it will be a very difficult breakthrough.

Why is mobile E-commerce another revolution in E-commerce?

Mainly pry the life service The electric shock, the creation is the new digital product industry. I chose four cases, the first case is an application market, can clearly see the Life Service Application Service provider has 12,644, the shopping class only 119. There are 1174 life services in the second application market, but the real shopping category is not found. The third picture is what we can now know mobile e-commerce can do best-mobile Taobao, mobile phone Taobao best-selling products ranking, in the mobile phone Taobao best-selling line, the top three telephone call recharge, electronic vouchers, film performance, the extension of the recharge is far away, Basically the first three add up to the share can be combined with the sum of the following can achieve 1:1 of the corresponding. The right-hand side of the map is based on the PC side Taobao 15 categories of best-selling products ranking, the best selling is women's clothing, mobile phones and so on, found that based on the PC-side Taobao sold the best is all tangible, physical form of shopping, based on mobile E-commerce, will find the most important category is the Life Service category.

Therefore, we can basically judge that mobile E-commerce can bring about a new revolution in E-commerce, this revolution is subversive. In this new Revolution no big guy, all over again, we must not think we have seen on the PC side of the E-commerce big guys in mobile e-commerce must also be big guy, is not the case, the reason is three different.

Mobile E-commerce in the previous e-commerce, like the current e-commerce and traditional enterprises, a huge challenge. New big guy and new industrial chain brewing.

I've seen a lot of stuff before, everyone said that mobile E-commerce is coming soon, the number of mobile internet users has surpassed the PC netizens, there are data from the United States, from 2% to 8%, as if immediately mobile e-commerce will be overwhelming, but no one can clearly describe the mobile e-commerce industry chain composition in the end is what.

In the mobile e-commerce industry chain, basically can be divided into three major components: the first is the infrastructure of mobile E-commerce, mobile E-commerce infrastructure in the mobile software and hardware platform and support service providers, so we can understand why lei and Zhou will be so powerful, because mobile e-commerce up after the Smartphones are an important infrastructure for mobile e-commerce and mobile internet. Mobile advertising, mobile payments, mobile app development, these are mobile e-commerce infrastructure. The second is the mobile electronic commerce industry main body, namely the application service provider, has three parts, the shopping, the purchase service, buys the digital product. Shopping, the last round of interactive guests also talked about, is a "also" relationship, I personally feel more than 20%, is a huge challenge, but must be a standard shopping site. Purchase service, is the real application of mobile E-commerce, is its main battlefield. Shopping is h, the purchase service is I-r, this is in accordance with the 2002 National Economic Classification standards in the first class to see.

Traditional talk about E-commerce, shouting so long, so the market of fire, in fact, we played for a while, only playing a major category of national economic classification Standard, that is I, is the wholesale and retail. And E-commerce for the vast space of the blue Sea market is from I-r, a total of 10 major categories, are related to life services. There are travel, accommodation, food and beverage entertainment, financial securities insurance, on the mobile phone to buy insurance on the site, in the Peer-to-peer field of a listed company called the Chinese Manufacturing Network, a new one in the mobile phone to buy insurance applications, as well as residents of life services, shopping and purchase services have a huge difference. This huge difference determines that mobile E-commerce is for the purchase of services.

Shopping is most important not urgent, such as want to buy a pair of shoes, a T-shirt, or buy a TV, can wait until there is a computer, the computer up and down orders, to buy it; but the purchase service is not the same, the purchase service is a random rigid demand. Just a couple of guys playing ball and deciding to find a place to eat is a random demand, but the demand is rigid. I have no way to wait for a few dozen after the ball to eat, first find an internet café on the net, the most direct use of mobile phone to complete. After dinner, the elder brother decided to find a melody and a till at the dinner table, also can not wait until you find a PC, on the PC to look for, and all this happens to be the characteristics of mobile e-commerce. So the most important is not urgent shopping, there are a lot of shopping is neither important nor urgent, such as a computer to fix, or to work after the boss's time to fix, but mobile e-commerce is not the same, mobile E-commerce purchase service is a typical random rigid demand.

Buy digital products. Digital products are the most obvious now, but we think that mobile E-commerce is the most able to pry, is interactive class, interactive, video class, reading and other unknown. In the field of e-commerce we often talk about a point of view, E-commerce is not great, because the narrow view of E-commerce is a wholesale and retail, wholesale and retail industry is a chore, not many people willing to do, is a low margin, is a porter's live. Online retail has a huge leverage, in the pry manufacturing that end of the brand, so there are many e-commerce brands. Mobile E-commerce is the same reason, we believe that mobile E-commerce is about to pry two major markets, one is all now can see life services E-commerce, the second is to be able to produce a number of new digital products brand and the whole industry appears.

I think mobile E-commerce is an industry that cannot be seen clearly or prematurely. These are personal observations, criticism and deep communication. August 17, Mobile E-commerce Annual meeting, I hope that fruit powder to get together in Chengdu. Thank you!