Electric dealers continue to be popular with social networks to make money hard

Internet earnings perspective

As the May went on, it was time for many listed companies to release their first-quarter earnings, with the reports of the most concerned Chinese Internet companies focusing on this time period. Compared with previous years, China's internet industry since the 2013 "Spit Splash" phenomenon has been significantly reduced, but a variety of capital operations and integrated mergers and acquisitions have emerged. For the future direction of China's Internet development, perhaps from the different types of Internet companies can understand the results of one or two.

The electricity business situation is good

Although consumers would like to see a variety of electric business war this year has ceased to exist, but from the report of the electricity companies reported that no longer fall into the "war" cycle of the electric business enterprises apparently got a better momentum of development. According to Dangdang reported the first quarter of the results of the report, a quarter Dangdang included Third-party platform total turnover of 1.86 billion yuan, the overall growth rate of 47%, it is noteworthy that Dangdang platform business revenue 584 million RMB to achieve 193% growth, far more than the last quarter expected. At the same time, earnings data showed that Dangdang lost 72.7 million yuan in the first quarter of this year, down 26.9%, the chain down 40.5%, the first quarter of last year and four quarterly losses of 99.5 million yuan and 120 million yuan respectively. Losses continued to shrink sharply, while net loss rates fell sharply to 5.5% per cent, compared with a 9.2% per 40% drop in net losses last year.

The business model in this year's competition to imitate the only products, its earnings show is also a good, according to only the first quarter of the results of the goods will be the net revenue from the same period last year, the increase of 206.8%, about 1.93 billion yuan. Growth was mainly attributable to an increase in active users from 1 million to 2.8 million, an increase of 169.9% per cent, while total orders increased from 3.1 million to 8.8 million per cent to 186.9%. Net profit of 36.01 million yuan, a net loss of 54.64 million yuan in the same period last year. Net profit margin of 1.9%, the same period last year net loss rate of 8.5%. The company also expects net revenue from 2.049 billion to 2.08 billion yuan in the second quarter of 2013, up from 144% to 148% per cent year-on-year.

Although the current information on Alibaba and Jingdong to go public is no longer a speculation, but for the electric business sector, has been listed in the company's corporate earnings report or the overall industry's listing plans and development provides a small confidence support.

Video Brewing changes

With Archie Art "incorporation" PPS, Sohu and pplive between the gossip constantly, online video industry in 2013 again ushered in a great change, and as the current online video industry giants, Youku Potato's earnings performance naturally become still in the integration and hope to be integrated online video business important reference information.

According to earnings data, Youku Potato group in the first quarter of 2013 consolidated net income reached 516 million yuan, compared with the same period in 2012, the estimated comprehensive net income growth of 21%, integrated advertising net income of 429.1 million yuan. But Youku has not been able to shake off its losses, with a net loss of 232.5 million trillion in the first quarter of 2013, and a 12% per cent reduction in the overall net loss forecast for the same period in 2012. It is worth noting that in the earnings show Youku potatoes have been in the mobile video industry, and has made explosive growth. Among them Youku mobile video playback volume from the beginning of 100 million growth to 170 million, the quarterly increase of more than 50%. Tudou has redesigned mobile apps after integration, with a new version of apps based on iOS and Android in the first quarter.

And in the field of online video is a bright spot from the Tencent video, according to Tencent's first quarter of the comprehensive performance of the reality, benefiting from the social network effects of advertising and video advertising, the network advertising business income of 849.5 million yuan, compared with the same period last year, an increase of 57.3%, Tencent video advertising revenue has more than 100% year-on-year growth.

From last year's a single big, to today's love odd art pps and Youku potatoes, and then to the future may appear Sohu PPLive and the original Tencent video of these giants, online video industry integration and competition may just be opened.

Social networks make money hard

As the most blockbuster news of the 2013, Alibaba Group's stake in Sina Weibo has become a hot issue in the city, while Sina's first-quarter results show that the current domestic social network is not a popular embarrassment. Sina's net revenue in the first quarter was about 782 million yuan, up 19% from a year earlier, according to Sina's initial earnings report. The net loss was 81.97 million yuan, slightly narrower than the 85.07 million yuan a year earlier. According to Sina's data show, in the first quarter, the income of micro-blog membership fee is about 12.42 million yuan, but for micro-blog, more worthy of hope is Alibaba and Sina's 380 million U.S. dollar advertising marketing commitment. But at this stage, the reputation of Sina with Weibo, the social network of products can not get the corresponding profit-making effect.

As one of China's other well-known social networks, Renren reported that total net revenue for the first quarter was 289 million yuan, an increase of 45.2% per cent, a net loss of 19.25 million yuan, a net loss of 84.45 million per cent a year earlier, and a significant decrease in losses, although still at a loss. The main reason is that according to Chen, it is not the business level but the sale of stocks after the investment only. It is worth looking forward to more from the user data, the activation of Renren from March 31, 2012 to 154 million from March 31, 2013 to 184 million. The monthly independent login was increased from 40 million in March 2012 to 57 million in March 2013.

Although the social network is still hot, but after a few years after the boom still can not give the expectations of the profit-making effect, so that social network-related companies continue to be in the back of the bright behind the different degrees of questioning, thanks to Alibaba's investment in Sina Weibo to let social networks finally reflect the relative real value

Flow to cash come on money fast

In China's Internet business model, traffic is the basic element of making money, and internet companies, including 360 and portals, have gained a good profit in the business model of using traffic to cash in. The first quarter's 360 revenue reached 683 million yuan, up 58.6% from a year earlier, and a net profit of 34.47 million yuan in the same period last year, according to unaudited financial data released by Qihoo 360 in the first quarter of 2013. 360 explained that the decline in profits is mainly advertising spending and asset acquisition spending larger, but it is noteworthy that 360 of the search business has emerged, the first quarter began to have a significant revenue contribution, while the market share also increased to 15.5%. 360 also estimated that the second quarter of the revenue between 882 million to 894 million yuan, equivalent to the year-on-year growth of about 95%-98%, the chain growth of 29%-31%, much higher than market expectations.

In the portal, NetEase is the first reported earnings, according to earnings, NetEase revenue 2.3 billion yuan, compared to the same period last year, 2 billion yuan growth, but the game revenue reached 2 billion, advertising only 166 million, net profit of 1.063 billion. The net game has become the biggest main force of netease income from the earnings, but NetEase biggest bright spot from its mailbox user's growth, the data shows up to 2013 fiscal year 1th quarter, NetEase mailbox Total valid user number more than 550 million, total user number again innovation high.

In China, many of the Internet enterprises have a large number of users, and how to use these users to get the change is the surprising strokes, in the flow of more and more channels to become more and more today, the Internet enterprises in the flow of cash can be said to earn a pot full.

Nanfang Daily reporter Dan

(Responsible editor: Lu Guang)