Chinese netizens, who rely more and more on online shopping, find that Spring Festival is coming.

Because most of the logistics companies are grass-roots staff, they want to celebrate the Spring festival than anyone else's desire to be strong. Therefore, on the basis of Third-party logistics Taobao and other sites to buy things, to be shipped after the festival, before the logistics stop orders. This car, since the construction of the logistics of the east but lost no chance to play the "Spring Festival without break" slogan.

Behind the marketing, is the two major electric business model PK.

The power of "Harting" is at first

"At the end of 2007, Alibaba executives thought the ebay model was better than Amazon. Huang Jo, a senior electrical trader who was a former general manager of the cat, recalls.

Good turn in time, otherwise there will not be today's Day cat. With the power of the cat, Alibaba Group has successfully migrated from Consumer-to-consumer (consumer to consumer) mode to the customer (merchant to consumer) model. By contrast, ebay's decline, with Amazon's stock price firm, has long been the world's second-largest internet company, after Google's dominance.

However, when Ma Yun turned to be a smart, only to find that there is a strong new opponent in the eyeing. He is Liu.

It is no exaggeration to say that the wild growth of Jingdong, the eight-year valuation of entrepreneurship between 15 billion to 30 billion U.S. dollars, has become a phenomenon in China's electricity business.

Taking stock of the history of Jingdong, it has had four strategic transformations: from offline to online, from using third party logistics to Self-built logistics, from focusing 3C category to whole category expansion, from self to open platform. Now is the fifth time, the overall expansion of the big upgrade, after the upgrade is another empire.

In the newly released China online retail Industry Report, the Changjiang Business School has summed up the Jing-dong model as a "value chain integration model", that is, product flow management as a strategic core, cash flow management as the system support, and information flow management as a resource integration method of vertical and non integrated retail business. It has the characteristics of business closed loop, open platform and long-term marginal income increment.

Jing-dong model in the Spring Festival this special period to show the advantages of the model is the power of the initial show. As we all know, jingdong in the logistics of huge investment and burning money to do scale and other development ideas, has been the industry peers criticized as "Harting."

But Liu that criticism is actually a medal. "The past ten years have done a lot of silly live, stupid live, dirty, Nangwou, heavy work, be ridiculed by countless people, others can not see, are unwilling to do." When they come to understand it one day, they want to do it again. ”

Five models of Chinese electric dealers

Taking stock, there are roughly 5 kinds of models in the booming China's E-commerce arena. These 5 models, respectively, the birth of 5 electric business giants.

The first, open platform model, to Taobao, the cat as the representative. They do not purchase directly, but to do the platform, to earn flow fees, trading commission fees. Ma has been encouraging everyone to sell things on the internet, small and beautiful, but only to sell the flow, all-inclusive. Business is so, said to and do not the same, MA, Ren still lazy to say what I want to do! Below the line is commercial real estate, in fact Alibaba has become the online commercial real estate empire.

Second, the value chain integration model, to Jingdong, No. 1th store, Shun Fung as the representative. Own direct purchase of goods to sell, and self-built logistics, complete a complete business closed loop. Below the line corresponds to the mining shopping mall Wal-Mart. Liu himself said that when he was studying in the United States last year, many students asked him when you would open a company here. Liu believes that the future of Jingdong and Amazon, Wal-Mart will have a war.

The third type, O2O mode, to suning easy to buy as the representative. Mainly to get through the line, line under the boundary, Suning even aggressively played a "line under the same price" slogan. Su Ning even changed the name to "Suningyun business", and not called Suning Mall. By contrast, Suning's net profit fell 73% in the first three quarters of last year, facing the throes of a transformational period. Although the determination is very large, but the line under the "left-right mutual" problem has not been resolved. O2O is a new species, this one is not under the line.

The fourth kind, the special sale mode, to only the product will, gathers the beauty excellent product as the representative. Mainly for the sale of goods. Only product will definitely be a "wonderful flower", in the overall loss of the electricity business, the only product will be in the fourth quarter of 2012 has become the first to achieve profitability of the vertical electric business. From the bloodshed to join the hundred-unit ranks, only the goods will be used for only 22 months. This is because it will be the special selling mode to achieve the ultimate. Below the line corresponds to, outlets.

Fifth, social model. To Tencent Electric business as the representative. The use of information flow into the user's interpersonal communication value, through social relations to sell things. In the micro-letter 600 million users of the strong driven, the industry began to pay attention to the micro-letter platform, research friends Circle of power. This is also a new species, and there is no corresponding pattern under the line.

Three stages of the evolution of electric business

Listed five models, are online a certain online mode, corresponding to the line of an entity offline. However, with the rapid development of mobile internet and large data technology, a new wave is coming, this is O2O.

In fact, the above five models are divided from the perspective of enterprise resources. If from the user value point of view, according to Liu the Division method may divide into three stages.

The first stage is "What is needed", that is, to see the goods needed immediately under the order. The electricity business has been universally realized. Still take Jingdong as an example, if the user chooses "fast Tatsu" delivery service, two hours can receive on the mobile phone or pad on the list of goods.

The second stage, "WYSIWYG", in the next 5 years through the mobile screen 3D open-hole technology, virtual reality to enable consumers to feel the goods. For example, Mother's Day in the morning to make breakfast, the child to mother to choose a gift, by the mobile end of the naked eye 3D fitting function to choose the favorite style, after the order may be one hours will give mom gift home.

The third stage is "What we want", and it is expected that in the 10, the development of technology will be able to realize the perception of people, and the speed of the arrival of mobile operators may even be shortened to 10 minutes. What the customer needs on the way home, the delivery is waiting there when they get home.

In the last 2008 years, Alibaba sponsored the "Network Business Conference" on the award even to Liu, as the "Top Ten Network operators." When the old story was turned out, many people in the electric business jokingly "I Believe in Love again." Behind the joke, is the electric business mainstream mode of the vicissitudes.

Now, Jingdong wants to say "value chain integration model" is better than Taobao "open platform model" is premature. But at the very least, the industry has begun to change its past mentality of "winning by scale". Every model achieves the ultimate, is the king. In the drastic change of e-commerce industry, who can be far-sighted, who can grasp the future.

People in the city want to rush out, but people outside the city want to rush out. "Fortress besieged" so described the tangle of our human marriage. In fact, the current electric business industry also appeared besieged phenomenon: online Internet companies want to sink to the physical state, offline retail businesses want to kill online. Finally, they found the meeting in O2O. O2O, is the biggest future of the electric business.

The development of mobile shopping, the alliances of the five power groups and the layout based on O2O will be the three key words of China's electric business in the 2014. I will continue to explore, stay tuned.