The domestic Internet enterprise's merger and acquisition case one after another, the overseas listed Chinese Internet enterprise again receives the market attention. Recently, these internet companies in the first quarter of the results of the release, the growth of these companies, profit and loss has also largely interpreted the development of China's internet industry.
Electric Business Keywords: burn money to slow down
"Warren" Buffett once said that only the tide receded, just know who is in the nude swimming. What kind of day do the electric dealers in the halo actually live? 3 of companies listed in the U.S., the company's earnings may be part of the answer.
As a well-established electrical business website, the "one elder brother" Halo of China's manufacturers of the first wheat and the top of the "China Amazon" title listed Dangdang still deep in the loss morass.
The latest data show that Macaulay in the first quarter of this year, a net loss of 4.2 million U.S. dollars, Dangdang a quarter of the loss of 11.7 million U.S. dollars. In the capital of winter, the only products listed, but so far the performance of the most eye-catching "Nova". In the first quarter of this year, only goods will achieve a net profit of 5.8 million dollars.
However, compared with the same period last year, the performance performance of the three electrical appliances manufacturers overall progress, which also let some investors see hope: The entire electric business sector is gradually out of the doldrums, blindly "burning money" situation began to reverse. The data show that the loss of the Mai Lin is basically flat with the same period last year, Dangdang lost 26.9% year-on-year, only the same period last year, the losses of 8.6 million U.S. dollars.
Only products will focus on the tail goods discount market, the use of flash purchase mode, stimulate consumers to buy at a fixed time discount goods, in the electricity business. Goldman Sachs has published a study that says it is bullish on the special-sale model, saying the company still has great growth potential.
As an important indicator of the profitability assessment, the gross profit margin has attracted the attention of the industry. According to the data, Dangdang's overall gross profit margin in the first quarter reached 17.2%, the highest level since the second quarter of 2011. Some analysts pointed out that Dangdang development platform strategy and refinement of the operation of the classification of the strategic decision is expected to make it into a profitable track.
Portal keywords: intensive mergers and acquisitions
In the first quarter of this year, most of the Web portal's performance still has a good performance. It's worth mentioning that these internet giants are starting to diversify through mergers and acquisitions.
Data show that Tencent's first-quarter profit rose 37% to 4.044 billion yuan (about 657 million U.S. dollars), Baidu's net profit growth of 8.5% Year-on-year, To 328.9 million U.S. dollars; NetEase net profit of 171 million U.S. dollars in the first quarter, Sohu net profit of 58 million U.S. dollars, the growth of 42% per cent, Sina should account for a net loss of 13.2 million U.S. dollars, compared with the same period last year narrowed.
It is noteworthy that Baidu, Tencent, NetEase and other major internet giants hold more than tens of billions of dollars in cash flow. Among them, Baidu Company cash, cash equivalent and short-term investment total amounted to 33.817 billion yuan, NetEase also holds 15.5 billion yuan of cash.
The internet giants, flush with cash, have begun to step up their industry mergers. Lei Ding, chief executive of NetEase, has said that in the acquisition and mergers, NetEase's products and strategies to form complementary companies, the company will actively undertake mergers and acquisitions and investment.
Earlier, Alibaba shares Sina Weibo, Baidu acquisition pps video, around Sogou search engine acquisition rumors are also heard. There are news that Sohu video will bid 500 million ~6 billion, the acquisition of video site PPLive most of the business.
Some analysts said that the internet giants have incarnated "industrial funds", through mergers and acquisitions into their relatively weak areas, diversified layout has become a major trend in the industry. Including video sites, group buying sites and even social networking sites are likely to become the next "prey" to the portal site.
Online game keywords: away from the money recently
Online gaming industry is still the internet from the recent industry, in the electricity quotient, video still loss of the case, the game company or maintain a substantial profit.
Data show that the giant network in the first quarter net profit of 52.5 million U.S. dollars, the chain growth of 294.3%, the year-on-year growth of 11.6%. The company's first-quarter gaming revenue reached $167.4 million trillion, a record high, and a net profit of $77.6 million. NetEase's total revenue for the first quarter was 364 million dollars, and online gaming services earned 326 million dollars.
By the end of last year, the number of Internet users in China Mobile reached 600 million, according to the data, and the penetration rate of the mobile gaming market was expected to reach 25.25% by 2013. Mobile gaming market Size will increase to 7.85 billion yuan, huge market opportunities are bound to usher in more intense competition.
Analysts say NetEase, giant networks and cruise-income companies are still growing strongly, in contrast to the sluggish economic cycle.
However, with the weakness of large client games and the slow growth of the web game development market, mobile gaming is thriving with the development of smartphones and one of the major business opportunities for mobile internet. Yonhap also believes that the rapid development of Chinese mobile phone games has provided a new opportunity for Korean gaming companies to enter the Chinese market.