Electric dealers have to change array Gongchenglvede: Adjust the "similarities"

Jingdong Mall announced the second ten-year strategy, Alibaba split 7 major business groups, Suning high-profile release "cloud business model", Tencent announced to build "Tencent model" ... At the beginning of the new year, the first camp of China's electric power or the adjustment of the structure or announced a new strategy for the 2013-year electric business war to add a strong smell of smoke. Although from the new strategic planning, open, platform is widely used, but we carefully compared the analysis found that in fact, behind the same word, the major electric dealers have their own wishful thinking.

Ali Department

Not a platform, but an ecology.

At the beginning of the new year, Alibaba Group made major adjustments again. The new Ali system is divided into days of the Cat Division, Logistics Division, Aviation Brigade Division, Consumer Portal Division, the Department of Business and other 25 business departments. From June 2011 to now, from the establishment of the group divided into Taobao, Taobao Mall, a Amoy net three independent companies, to the Alibaba is divided into Taobao, a Amoy, cat, Poly cost-effective, Ali International business, Ali Small Business and Aliyun composed of seven business groups, and then to the company's business into 25 division, In a short period of about 1.5, Alibaba Group has completed three major restructuring of the group structure. If the previous 7 major business groups are classified according to the external brand business, then the 25 division is according to the ecological system in the key link to divide. The goal of such a business integration of the same type is simple: to be able to be lighter, faster and more flexible in the era of rapid internet change.

In fact, Alibaba Group has repeatedly stressed the concept of "business ecosystem", the chairman of the Alibaba Group, Ma Yun, said in an internal mail, "the direction of the organization change is to dismantle the company into" more "small business operations, I hope that the department is not limited to their own interests and KPIs, With the overall ecological system of the healthy development of various groups, so that more market-oriented ecosystem, platform, data and species diversity, and ultimately realize the "same ecological, thousands company" social business ecosystem. "

According to Ali's interpretation, Alibaba, as a platform, will become a good social business ecological components, and this ecological other groups, such as suppliers, manufacturers will be in accordance with their most appropriate positioning, on its platform to achieve species diversity, and real-time adapt to market conditions, choose the most ideal development positioning.

Mall

Earn a price difference and earn a service fee

and Ali system platform is different, although Jingdong Mall's second ten-year strategy will gradually transition to the platform, but it will still adhere to the proprietary mode.

Of course, if Jingdong Mall open platform is still circulating with the supplier procurement products, transport to jingdong warehouse, enrich the website product information, processing orders (including payment system, sorting, packaging, distribution, Order Processing results Update), with the supplier of the knot, continue to purchase ... This is the price difference of the game, Jingdong Mall in the next ten years also need not for us to look forward to.

Liu said at its annual meeting on January 1, 2013 that it would be the three directions for the second decade of Jingdong Mall, with its own electricity dealers, open services and data finance. There is no doubt that, in addition to tapping into E-commerce business, Jingdong Mall in the future also hope that through open service to create new profit growth points. "By 2015, Jingdong Mall open platform on the core of the 20% sellers will account for the total sales of 80%, most of the sellers will use Jingdong Mall warehousing services." In addition, Jingdong Mall will also be established in 2014 Jingdong Mall's financial company, to provide a variety of financial products. Liu said, "Our consumer data is also the highest quality consumer data in China, through which we can not only provide loans to businesses, but also to provide consumers with personal loans." "

In fact, in Jingdong Mall and Ali currently announced strategy, the platform and Finance has crashed, Ali's advantage is obvious, leaving Jingdong Mall only the opportunity to logistics. At the beginning of this year, Jingdong Mall announced the completion of a major logistics distribution system upgrade, code-named "Tsing Lung" of the new Beijing-East logistics and distribution system complete. The upgraded logistics system not only supports Beijing-East self distribution station and the distribution business of self point, but also supports the external logistics and distribution business, and effectively expands the service type and range of the existing logistics platform in Beijing-east. In addition, Jingdong Mall is currently investing in the construction of Asia's largest intelligent logistics center, "Asia," such as Shanghai Jiading, "Asia" is expected to be completed by the end of 2013, will support annual sales of 30 billion yuan-40 billion yuan. This undoubtedly also for its valuation greatly points, and further highlights with Taobao cat differentiated "last kilometer" service on the competitive advantage.

Suning

Estate layout or will Chengchi

As one of the fastest growing power in the field of electricity last year, Suning also released a series of positive signals after the Spring Festival. February 21, Suning announced a major restructuring of the organizational structure, the original matrix enterprise organizational structure into a business group organization model, and to promote the "cloud business" model of the overall landing.

Throughout the restructuring of Su Ning, the biggest change is online e-commerce and offline chain platform and commodity management together to become the three operating headquarters, electric business official return to the group, at the same time the line under the right to use the sale of the unified group. Suningyun Group Chairman Jindong in the interpretation of Suning "cloud business model", said it can be summed up as "Shop + Dealer + retail service Provider", its core is based on cloud technology, the integration of Suning foreground backstage, the integration of Suning line online, services, the entire industry, service customers. Yun Su suning not only to do the line, but also to do the line, not only to do the shop, but also to do the electricity business, but also to do retail service providers.

However, in the focus of suning business adjustment, also should not ignore suning online layout, especially in commercial real estate. Suning Appliance (002024, share bar) The report shows that Its fixed assets account under the real estate book value from the end of 2005 to 83 million yuan to 2012 the middle of 6.372 billion yuan, a sharp rise of nearly 6.3 billion per cent; commercial real estate book value from 120 million yuan to the middle of last year's 14 billion yuan, growth of nearly 120 times times, to the middle of last year, long-term assets of commercial real estate book value in the final book of Non-current Example up to 80%. Moreover, Suning Group's Suning appliance's real estate scale is only the iceberg of the whole group, only as of December 2011, another company Suning property total assets amounted to 24.702 billion yuan.

Compared to Alibaba and Jingdong Mall, these investment commercial real estate in the future not only can help suning store development, but also for Suning easy to buy landing to provide support.

In other electric operators frequently, the always "low-key" Tencent also lonely. A few days ago, Tencent Electric Business holding company CEO Wu Night Light, Tencent will improve its logistics system, integration of "Self + Open platform" of the background, the establishment of "Tencent model" of the Electronic business system, to achieve the overall goal of five years 200 billion yuan.

According to Tencent's beautiful vision, QQ Mall, QQ Network after the merger, coupled with Xun, will constitute a new Tencent electric business system. When Tencent's technical platform is completed, the user's account is integrated into a platform, experience like "Taobao + Day Cat", will not feel this is bought in Taobao, this is in the days of the cat to buy, the cat is seamlessly embedded into Taobao inside.

There is no denying that, Xun, QQ network will share the short-term Tencent electric business system in the PC end of the critical responsibilities, but in the long run, mobile end may be Tencent's "upset" hotbed. The reason is that, with micro-mail and mobile phone QQ Huge user resources, the basic can let Tencent firmly lock the first mobile phone internet portal. At present, the micro-letter is trying to contact some businesses, through the two-dimensional code to promote, in addition to directly used as a after-sale communication methods.

The word of the industry

"Do not be a distributor without logistics capability"

Tencent Electric Company CEO Wu Guangguang recently disclosed a new idea for the electric business, saying that from Tencent's strategic investment Xun to the completion of acquisitions, it was an unstoppable development process. While almost all of today's businesses are operating at a loss, they do create user value. "An important trend is that the standard categories of the purpose of the self-employed are in the direction of centralized development, such as Jingdong, Suning easy to buy, Xun 3C home appliances." Supply chain concentration, because of the standardization of proprietary purposes, coupled with the ability to build logistics can make each link controllable, user experience can also be controlled. "

"Recently we do user research, 3C Digital shopping needs, we look at the choice of Shanghai users, the first is Jingdong, the second is Xun, the third is Su Ning, the fourth is the day cat." The tendency for users to migrate to the consumer platform is very clear, the more the standard category is more efficient, the larger the business will become more and more advantageous. "Wu Guangguang believes that the current mainstream of the main play or the supply chain and self-built logistics, the real benefit is actually through the integration of supply chain and logistics can establish a real adaptation to the needs of the electrical business of the End-to-end logistics system. "Tencent in the electrical business of proprietary goods, especially the link between goods and logistics has begun to find the feeling, including according to sales and order forecasts, advance the goods to the nearest warehouse." The second step is to explore the opening of our logistics system, whether there is a chance to help everyone with a four-way price to achieve shun Fung experience. "(Hong Wen)" The electric business pattern is undecided, the retail development of the line needs the foundation support "

"Although the electronic business is the Internet, but it is not the traditional sense of the Internet, nor is it a simple process, but a systematic retail project," said Guixian, senior vice president of Gome Group, "when the peers who have money are beginning to become electric dealers, They will slowly understand the operation of a retail electric business enterprise is far from the establishment of a website, import some traffic can solve the problem, and the traditional retail enterprises such as Gome, although in the timing and initial strength of the intensity of a slight lag and insufficient, but once straightened out exerting force, Its explosive power is not the retail gene and experience of the pure electric business enterprises can not ratio. "

Guixian said the integration of Gome Online has nearly 80 million members, the huge number of members will bring gome online stable revenue growth. In addition, Gome online opportunity is also that the current consumer is difficult to rely on electrical goods, and has completed 400 of various types of logistics center in China, the layout of the Gome online, will be able to through strong service and effective arrival rate to attract consumers.