Electric Dealer: Constantly breaking the restricted area covers more and more

Absrtact: I have a dream, let e-commerce become dirt. 2005 China Electronic Commerce Conference, when the general manager of Taobao Sun Tong Yu had said so. According to his explanation, the electronic commerce was still spring, whether the capital Beijing

I have a dream, let E-commerce become dirt. "2005 Years of China's E-commerce conference, when the general manager of Taobao Sun Tong Yu has said so." According to his explanation, E-commerce was still spring, whether it is the capital of Beijing, or fashionable Shanghai, and even the forefront of the reform of Shenzhen, Guangzhou, Electric Shangdou has just started.

But today's electricity quotient, not only "the Earth has lost the dregs son", moreover already became the rotten street life consumption way. Apparel, electronic products, books, electrical appliances, department stores, daily Chemicals, food, and so on, almost all categories have been "Internet." More frightening is, because of the popularity of smart phones and logistics construction, the electrical business is constantly breaking the restricted area, from the daily water and electricity, to the registered taxi, are all covered.

In seven years, the prototype of the Empire has settled.

Before 78, the entire Chinese electric business user size also is not tens of millions of households. Today, only the size of the seller of electricity dealers has reached more than 8 million scale, the user size is as high as hundreds of millions of, the annual trading volume has nearly 2 trillion scale, even in the whole social consumer goods plate, its weight is gradually close to 10%.

The business state of the electric dealer, also from the initial single foreign trade, has developed business-to-business, Consumer-to-consumer, Business, B2B2C, C2B and other increasingly rich, diverse forms, from consumption to production, online shopping from the Internet to the offline O2O, more and more in-depth infiltration into the life and production of The edge corner.

Along with the development of electric quotient, it is the constant change of power of electric business.

At first, on the electric business wasteland, just ebay ebay and Alibaba Taobao enclosure of the dispute. Compared to Alibaba now in various areas of the attack, hate can not buy "half of the Internet," the spirit of the dynasty posture, Alibaba in the development of Taobao once faced with the encircle of ebay, life hangs a line, ebay contacted at that time the most mainstream of the portal platform on Taobao blocked, forcing its use of small web site to promote the window, Flank escape.

According to ebay at the time, "the war to end the online auction market within 18 months".

In the end, in the free and charge of the war, Taobao finally won, 2006 years later, become Consumer-to-consumer auction market Overlord, continued to this day, ebay in China can not say extinct, but the market share is only a small 1%, and Taobao scale up to more than 98%.

Consumer-to-consumer was thought to be the mainstream of electricity, but later the development of electric business, repeatedly breakthrough people's imagination.

Ironically, for Taobao and even Alibaba, although won the war, and even eminence, but ultimately still need to solve the platform and flow of the problem, Taobao Mall is the day after the cat began to breed, which makes Ali "charge" has the possibility.

Breathing slightly fixed ma, soon faced with a new war, this time, opponents from foreign giants into a local counterparts.

Tencent and Baidu, have once entered the electric business market, the giant began to build their own independent ecological circle, and the first to take the "shielding" way resist outside.

In the Battle of the Giants, Jack Ma, who is in business, has won, and Alibaba has almost become synonymous with electricity. In the field of electric business, Alibaba set up a number of benchmarks, such as credit, trading, payment and so on, and from the initial business-to-business succession Consumer-to-consumer, B2B2C, and other diversified electric business, the early imperial embryonic form.

The emergence of new power of electric business

But the giant in pitched at the same time, but often overlooked the emergence of the quietly emerging power.

Zhongguancun's Jingdong Mall, in the "SARS" after a few years, in the face of the sun at the zenith of Suning, Gome, Yongle, medium and other lines under the line, resolutely committed to the online market, their own offline stores are closed down. At the same time, the most far-reaching is that, although faced with losses and the burning of money questioned, Jingdong has stubbornly started to build logistics, the electricity to the electric business to create a standard service capability.

Unlike the Consumer-to-consumer platform model, Beijing-east and other autonomous platform, in the electric business consumption concept upgrade, more and more began to pour into the hearts of consumers "authentic" concept, thus forming and Taobao differentiation advantage.

The rise of Jingdong, also marked the emergence of vertical electric dealers, 2009 years later, in addition to Jingdong, including when, where customers, wheat bags, only goods will, Amazon, Poly-United States and other excellent products are constantly rising. More and more electric quotient forms of autonomous business, group purchase, special sale and flash purchase are emerging.

On the whole, the power quotient is still at the "multiple level" pattern, Alibaba through years of accumulation, and increasingly create a rich electric quotient of the environment, occupy China's electricity market more than 80% of the trading share, but the market monopoly saturation situation, so that the merchant marketing, transaction costs are also rising, "out of the Amoy" sound sounded every now and then, Tencent and Baidu, Despite the defeat in the electric business War, the BoE picked up the next good, "the market needs more choices." ”

And in the capital market, after nearly 10 years of cultivation and breeding, the electricity quotient finally knot "the fruit of Midsummer".

In the last year, the most brilliant performance of the stock market has been the electric quotient concept stocks, Jing-dong, the only goods will, Poly-Mei excellent products, when many stocks, have leaped into the forefront of the stock; this year's listing of the Beijing-east, has now become the second largest in the next Baidu shares, and 2012 was questioned the "bloody listing" of the only products will be, In just two years, the share price rose to a hundredfold.

A few years ago, in the industry, about the market change bureau and even the fate of the company, is the portal, games and search concepts; Now the passage of day, the old internet companies seem to be the past, and the electricity market, compared to the IPO, the Chinese Internet companies landing U.S. stocks in recent years have opted to privatize.

But the madness of the electric quotient is just beginning, as Alibaba launches, the whole capital market, will usher in one large-scale carnival. Ali's own valuations have reached $ more than 130 billion trillion, and in the capital markets, investment banks are holding them to 2500 dollars high, and, more importantly, Ali has become "China's most lucrative internet company".

Despite the continued drama in capital markets, mergers and acquisitions, IPO continues to show, but also let the electric business to become the most enviable industry, but a problem that can not be neglected is that the current electric business industry, in addition to Alibaba nearly two years into the harvest period, sustained, large-scale profit, other electric companies, the basic are still in the margin of loss.

In fact, today, fake, price war, false trading and other old problems, is still the power of the lingering shadow of the electric business, and occasionally let people criticized. More need to be vigilant, the high valuation is actually just a feast of capital, after the listing, the wind cast a runaway, leaving the electric business industry will be a feather?