Change the name to upgrade the electric business strategy Suning wants to go to the clouds

Suning is through renaming and organizational restructuring, to complete the "Shop + Dealer + Retail Service Provider" comprehensive layout.

Yesterday evening, Suning Appliance issued a notice, the company name will be renamed as "Suningyun Group Co., Ltd." to transform the cloud service model.

Suning so-called "cloud services" mode is: for internal staff management cloud, supplier-oriented supply cloud, consumer-oriented consumer cloud, and will gradually promote the "cloud services" model of the overall market-oriented operation.

Under this, Suning will also usher in the internal organizational structure adjustment to meet the "cloud service" mode of strategic needs.

An insider to the "First financial daily" reporter said that the annual plan, assessment plan, the structure of the adjustment arrangements have not yet been detailed, but the internal notice will usher in a comprehensive optimization and change.

The adjustment behind the electric business strategy is to upgrade, Su Ning will be fully integrated into the electronic business. The Chairman of Suning Board of Directors Jindong in the recent internal mail also mentioned the importance of the future strategy of Su Ning: In the face of the changing trend of retail elements, obstruction is futile to the stop mantis, wait and see is appeasement of the warm water frog, the correct attitude is to master the change of retail technology, leading to change

Jindong that the line is not an either-or-online relationship, the future of the retail business, the important trend is online and offline integration.

In this way, Suning put forward the "Shop + Dealer + retail service Provider" vertical integration model. Jindong that the main force of the electricity business is the store business, not the electricity business, the essence of retail profit depends on the localization of the operation and service, in addition, the development of the electrical business should be led by the retail enterprises, rather than the virtual economy.

The existing resources, stores, supply chain and service capacity, is Suning's advantages, but to create a fully integrated "shop + Dealer + retail service Provider" still have difficulties.

The first is the upgrade of the information system, cloud computing ability to build. There is a point of view, the current domestic large-scale electric power in the IT system is put into the construction of hundreds of millions of yuan, and in large-scale promotional systems prone to collapse, not to mention the store and the information integration of the electricity business. Suning's cloud computing platform is built to look unrealistic.

Su Ning's current main revenue still comes from the line agent channel, and if you want to transform the "Shop + Dealer + retail service provider" cloud platform model, the interests of the agency channel will be damaged, more channels will be directly from the store and the electricity business replaced. Earlier, Suning executives had put forward "line, line and price" mode, but later rarely mentioned. There are insiders to reporters that the model in Suning internal resistance is large, difficult to implement.

In addition, the transformation of the model will affect the short-term performance of Suning. After the Jindong internal mail exposure, Su Ning's share price has plummeted. A securities analyst told reporters that, in the short term, Suning's investment in cloud computing will amortize suning profits, and a large adjustment is also full of uncertainty in the market.

In addition, people familiar with the situation, the adjustment is accompanied by suning, Suning commercial real estate business contraction, Suning did not develop some real estate projects are seeking to sell, and the current domestic property price is high, the business evaluation is still to be seen.

Li Chengdong, an analyst at the electricity business, said that in the next few years, physical retail will enter a full-scale phase of the electronic business, Su Ning's bold attempt to have a good effect, will cause the whole retail industry to think.

(Responsible editor: Lu Guang)