China electric business: Half is a sea of fire

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Recently, some domestic media put forward the "Chinese electric business into the cold winter" view, coupled with the early period of the CEO of a power supplier "do not make money business is bubble" speech in the electricity business caused great repercussions. However, the latest report of a newspaper tells us that the tourism, group buying and O2O fields seem to attract a huge investment in the wind. This makes us have to think: whether the current e-commerce in China into the winter?

One, Beijing east to give up free shipping is the winter?

I have always dared not to jump to conclusions on many issues, in the first news of Sina Science and technology to see the cost of the winter: Jingdong Mall to give up free shipping, I still think this conclusion is correct or not.

Indeed, Jingdong Mall gave the notice mentioned "from November 25, 2011 to the amount of less than 39 yuan orders charged 5 yuan freight", the reason is "to ensure the quality of distribution services, so that consumers get higher quality distribution services, Jingdong Mall will refer to industry practices."

I checked the Dangdang, its current distribution fee policy is basically "full 29 yuan Free shipping". Who is the industry's practice? How much is the bottom line of free shipping? Where was the good word when it was free shipping?

Of course, perhaps we have to understand the e-commerce industry lively, behind the embarrassment. In addition, the recent Lok Tao Network CEO Bi Sheng on the "Electric business scam" speech caused great shock in the industry. He believes that the e-commerce industry surface prosperity, but in fact is a serious loss-making yell, is a completely unprofitable mode. At the same time he called on his peers to calm down and return to the essence of business, is to make money.

There is evidence that the BoE Liu these adjustment and distribution fee policy is more or less affected by Bi Sheng speech. In the Beijing-East distribution fee policy adjustment, Liu once issued micro Bo said: "Tonight I will be scolded!" Alas ... ", and Liu that Bi Sheng said" The sentence is the truth "," Midnight excited Sleepless, night reading Bi Sheng Brother's Central European speech, a sentence is the truth! ", perhaps Liu feel empathy with Bi Sheng, Freemasonry, perhaps Liu has found a theoretical basis for adjusting the freight policy.

Two or one is mostly seawater, and a half is a flame?

It sounds like the above Lok Tao net Bi Sheng and Jingdong Mall policy adjustment, it really makes people feel the Chinese e-commerce silk coolness, even bursts of cold wind, but it seems that the field is not lack of enthusiasm, group buying and O2O field of the amount of wind investment may explain the problem.

According to the Southern Metropolis Daily, the high level of financing has exacerbated the worries of investors and entrepreneurs about the winter after the "bubble" burst. However, in the winter approaching, O2O (Online to Offline) mode is in the shortest possible time to be reclassified and respected. Chinaventure Group data show that 2010 to date a total of 64 O2O model Enterprises to obtain the favor of venture capital, the amount of investment has been close to 7 billion yuan this year.

However, in my opinion, the O2O mentioned here is actually also covers the tour and group buying, because half is the traveling electric dealer (where to go net, leisurely, passers-by, Yi Xing, Xinhua tourism, Art Dragon and real brigade, etc., another half is group buying network (such as the United States Regiment, Litters Regiment, handle and F group, etc.), and O2O is just a concept, or: " O2O is a box, and almost everything is loaded into it.

Of course, the purchase of the matter is not much said, has been stormy, stormy to go, leaving is those who hold a few of the few homes. Travel electric dealers should be a new wave of enthusiasm, not only in the number of enterprises to attract wind and the total amount of the company is very prominent, so it may be said that in China's E-commerce market: Half is the sea, a little bit is a flame.

Among them, want to explain is, half also have a large number of small and medium-sized electric business, they not only face the huge competition, and facing the electric business platform is eager to increase the pressure of various aspects of the platform charges.

Third, the electricity merchant and the wind throws respectively is what psychology?

When we discuss the coexistence and proportion of seawater and flames, we should consider the mentality of electric quotient and VCs. But perhaps they face a common problem, that is, e-commerce sounds so beautiful, so lively, so reminiscent, so that people's blood boiling, but at the same time found that the enemy in this field is so much, the tide of ebb and flow is so fast, competition is so cruel, not to earn money is so suffering.

What is the most troubling thing about the electricity business is, what is the best mode and which is the most profitable? However, when everyone is like this, there is something a fire, we are swarming, there are tens of thousands of competitors. But what about their own characteristics? After the boom receded?

VCs are most entangled in the hands of the money should be given to whom? Since it is venture capital, they always want to share the benefits and risks, 10 of the VCS will make a profit, so in most cases they are choosing which concepts new hot areas. However, it is often one of the most tangled issues to vote for.

However, to remind, whether the electric business or VCS, please slow down a little bit, spend more time to discuss their areas of concern whether they are better at it? What are your own characteristics or core competencies? Can your business model be clearly stated? If these questions are not clear, it can only be said to be blind, If successful, but also only blind cats encounter dead rats, and the probability of failure is very large.

In short, E-commerce is the best of the overall model, because it is the real sale of the east, but it has been or is about to show a lot of problems, seawater and flames coexist, and even if the latter will always appear, but the proportion of the former also put greater. In addition, the Jingdong Mall to adjust the freight policy, there is another speculation: temporarily give up the whole house for free, may let the next time free users more cherish, has been free to spoil the user. Well, just for reference.