E-commerce winter, a little cold

"China's E-commerce model is not sustainable", "E-commerce basically to the main", soft silver race rich chief investment Partner Yan recently this speech Shizhini, let the original cold electricity business market again waves.

Is Amazon's more than 10-year effort to become an annual revenue of more than 40 billion dollars and a market capitalisation of more than 80 billion dollars, which has gone bad in China? E-commerce in China is not going to go down?

"Made in China" Internet brand attracting attention of foreign investment circles

Recently, the Qing Group CEO Gavin Exposed a group of data, the first 11 months of this year, all VC and PE in China's Internet investment amounted to 5.7 billion U.S. dollars, of which in the electricity business investment has about 4 billion U.S. dollars, there are more than 300 transactions, ranking the Internet investment and financing first.

At present, the electric business enterprise does not have the beautiful profit data, seeing the investment money can not immediately turn into the return, the investor is anxious.

However, the Oriental Yuan Ding Capital partner 付淼 does not agree with the above view, his understanding is that offline consumption to the line of the trend of transfer is unstoppable, VC money can make the electricity business has the financial resources to attract users at low prices, cultivate online consumption habits. Once the user consumption habits form, the electricity trader must make money.

Investors in this way into contradictions, to the electrical business and love and hate, the vote or not to vote?

As a representative of China's e-commerce industry, where customer Prudential product CEO aged on this response, E-commerce is the most practical mode of all Internet models. At the same time, he believes that the question of the mode of electrical business is an insult to the 11 practitioners in the electric business sector and believes that it will not be defeated by gossip.

To say these words, aging is a confidence. Where customer-prudential products created by the Internet in China manufacturing mode, the success of shaping the internet fashion consumer brands, at the same time, this model has also caused the Russian, Indian and other countries investment industry attention.

There is news that, where the customer prudential goods recently completed the F round 230 million U.S. dollars financing valuation 3.2 billion U.S. dollars, and the account of the existing 200 million U.S. dollars. This makes the "financing of winter" argument, the capital is still bullish on the customers also did not pay too much attention to "sales did not reach the expected" "loss of the door" speech.

The decision error of category expansion makes the vision farther

From the establishment of the first day, on its own brand to market, the former shop after the factory a step-by-step enrichment and expansion of the supply chain where the customer prudential products have their own operating rhythm. The impact of its development rhythm, it seems not e-commerce environment, costs or other, but seems to have only one main line, that is consumer demand.

The birth of e-commerce model is the result of socialization progress, but many enterprises are still subject to the commodity production efficiency, quality, logistics, warehousing and many other links. Now the formation of large-scale production of all the products of the category also extends from clothing to shoes and hats, daily products, according to Old said, where 10,000 employees, where logistics has more than 3,000 people, warehouses have more than 4,000 people, and F round financing will be mainly used for logistics development and advertising.

The ship's big rudder is hard to make. "To say that this year every customer encounter difficulties and challenges, is too violent to expand the category, there have been some mistakes." "Old said," for example, in the rice cooker, panels, kitchen knives and other business, we have done a little online, far from doing, the money on the line is far from enough to earn. ”

Aging on the category of expansion of decision-making errors, refers to the customer in the product category to expand the pursuit of too fast, and produced some problems, such as kitchen knife, mop, both occupy the inventory and too popular with consumers. "They are now streamlining these categories and clearing goods. "Constant trial and error, timely braking and finding the right direction, seems to be the biggest harvest of aging reflection."

Where the customer's brand products such as VT successfully sold 10 million pieces, and old believe that, when the T-shirt sold to 5000多万件, in China no one dares to do T-shirts. At the same time, 29-dollar T-shirts will become a part of the brand.

Electric business enterprises, such as every customer, Dream Bazaar, Massamasso and a series of free brands are more self-regulation of the space operation of enterprises, and the largest number of customers. The establishment of good product category, inventory early warning mechanism, mobile, flexible control of the number of products, adjust the pace of self-development, is the own brand important "magic weapon."

Mobile client revenue accounts for a 100% increase over six months

With the advent of the open tide of the Internet, platform of the operation and open degree of competition quietly. The customer has announced the deep opening of its core API at PC end and wireless end, attracting many developers to join the marketing and sales system. This is another "open" after a "nationwide marketing" campaign, which is divided into 1 billion people.

According to statistical data of third party organizations, the third quarter of 2011, China Mobile (micro-blog) internet market size of 10.83 billion yuan, an increase of 154.6%, the chain growth of 38.9%. Mobile E-commerce Market size of 3.77 billion yuan, the market share of the chain growth of nearly 7%, accounting for the entire mobile internet market 34.8%, the market share second only to mobile value-added services. And every customer's attempt on the mobile platform has also been small, with a number of claims that the client's mobile phone clients accounted for 10% of total revenue, up 100% from six months ago.

The development of mobile e-commerce ecological chain can not be separated from the attempt and application of every e-commerce in mobile. The development of the app, the design of the WAP site, the consummation of the payment link and the delivery of many new media modes, such as two-dimensional code and mobile advertisement, are the basis of the continuous improvement and progress of the mobile e-business. The cultivation of consumption habits requires the joint efforts of the industry, and seize the opportunity, the enterprise's consciousness decided.

Where the customer platform Business Department relevant responsible person said, "where customers want to give full play to the developer's value through the depth of openness, so that developers in accordance with their own advantages, industry trends to develop their own rich and diverse, personalized Internet applications, to meet the users in the network to purchase channels of different needs, for developers to provide a profitable channel variable. "Far-reaching, both e-commerce industry and mobile development areas need such a bosom."

2011, in the fog shrouded in the winter, the road ahead is not so clear, and e-commerce industry in winter through enterprises, investors and industry in the running-in between the various links, has aroused controversy sparks. However, we can still see that there are "made in China" brand of customers in the impact of domestic and foreign e-commerce practitioners, and the Internet fast fashion routes are more and more attention at home and abroad.

China's e-commerce is far from only a guest, but there are traces to follow, whether it is Jingdong, when still a person, the beneficial exploration and trial and error experience, will let cover up the real haze gradually dispersed, ushered in the dawn. (