Electric Trader launches Normandy program: Giant opens second battlefield

"Billion power network" if the main battlefield of the electric business is still hand-to-hand price war, then, the logic behind the competition is far more than that.

Into the 2013, Ali threatened to do logistics, Beijing-east shouting to do the financial platform, Su Ning is painted "cloud", the electric business giants seem to be no longer limited to the online retail market competition, but trying to bypass the competitors behind to flank, and constantly open up a new battlefield.

Logistics battlefield: lever to pry the position of industry

Alibaba announced billions of Chinese intelligence logistics backbone network to build, causing an uproar, logistics on the status of the electric business is increasingly obvious leverage.

Analysts believe that Ali's strategic intent is to strike from the rear to the most proud of Jingdong, but also the most asset value of the warehousing logistics system.

At Jingdong Mall, after receiving the latest round of 700 million dollars in financing, the valuation is close to 8 billion U.S. dollars. According to people familiar with the matter, Beijing-East logistics assets of at least 3 billion, in addition to its reserve capacity of more than 1.2 million per day, in the full direct delivery company inside, only behind Shun Fung and home urgent delivery.

Although Liu denied that the BoE will be listed in 2013, but as the biggest opponent of Ali, Jingdong in the warehouse with the power of the control can not be underestimated.

To this end, the logistics system is relatively fragmented Ali must be through the social resources reorganization way, let the outside world see can provide high efficiency, fast service and other services experience not only a Beijing east, so as to curb the price of competitors rising.

Meanwhile, the other big crocodile Su Ning also did not stop to rebuild the footsteps. In the logistics license, and plans to spend 20 billion to build a large logistics strategy, Suningyun business in the recent completion of major strategic adjustment, in several major departments, service logistics Management headquarters as a group of the bottom of the building, not only to achieve line online logistics distribution integration, and for the future phase against Ali, Jing Dong Logistics Open system to prepare well enough.

Online finance: The lifeblood of the industrial chain

The electric dealer's war has already burned to the banking industry's head.

Ma Yun and Liu in the media interview at the beginning of the year, has been locked in the field of data and finance. Su Ning's interest in finance is also very strong. From the Jindong picture of the "cloud" can be clearly seen, is divided in the back-end of a vein covering data, finance, and financial products are included in Suning easy to buy 8 of the business group.

Analysts pointed out that the Suningyun line under the integration and reconstruction is only the surface, in fact, it revolves around the retail, the whole industry chain to carry out a multi-point layout is the ultimate goal, and the most important is data and finance. "Su Ning has foreseen the limitations of the retail companies, now the traditional home appliances stores and brand business relations increasingly alienated, the channel to brand control is no longer as strong as in the past." ”

Data for the Industrial revolution is beyond doubt, and the establishment of the trading data based on the financial credit system, but also related to the industrial chain of countless upstream suppliers lifeline. Therefore, the three big competition in the layout of online finance, in fact, is to reshape the entire industry chain control ability.

On the other hand, the online financial division returns far more than positive on the battlefield (trading platform) of the margin and rebate, is about to become the power of the urgent mining of the second gold mine.

Judging from the current situation, Ali small loan due to start earlier, has realized a one-day interest income of 1 million yuan, leading the latter a body. And recently there are rumors that Ali finance will gradually from small loans to the greater leverage ratio of the guarantee transformation.

In order to intercept the flow of wealth to Ali, Jing Dong and Su Ning have been gearing up: the former claims to have "the best quality, the cleanest data, not brush the reputation, no parallel" to this map Ali financial credibility of the "moisture", the latter in the successful approval of the loan licence, immediately decided to spend 300 million, the formation of small loans Company, Look forward to confrontation with Ali head-on.

Online Payment: Military battleground

Third party payments, which have been regarded as auxiliary tools, have gradually been promoted to strategic heights as Alipay's rise. For Beijing East and Suning two giants, Alipay is a barrier that must be crossed.

At present, Jing Dong Holding net silver online, suning easy to buy and hold easy to pay, the latter both are access to the central bank license of the third party payment enterprises. While market share is not enough to shake Alipay's dominance, Liu and Jindong come in and have their own payment tools, which are equivalent to holding enough cash flow.

Obviously as a client platform, there is a considerable reason to do online finance is that the platform on the supply chain end of the delay in the situation is not improved. In particular, the past phase of the ratio of goods to pay the high proportion of jingdong, capital turnover efficiency is often criticized by the industry.

More importantly, the confrontation between the electric dealer and the traditional retail trade still intensifies with the day, in the future stage, in addition to the shopping itself, more and more localized life service will become the Virgin land of further reclamation, and because the transaction is produced in the line, the lack of payment tools is undoubtedly to cede the fat.

This point for the line under the layout of suning is very important, and even related to its co-ordination of various forms of the "cloud" concept can really fall.

Therefore, the online payment market competition will also show the situation of the three countries kill. To this end, although the far ahead of Alipay also began to act. According to relevant sources, after the reorganization of the internal structure of Alibaba Group, Alipay also began to adjust last week, into Alipay and shared platform business group, Financial Enterprise Group, domestic business Group, International Business Division Five major sections, and then into Ali each business matrix, play the role of the underlying framework.

The three giants have differentiated

The reason for the above-ground melee, the three giants from the electric business has quietly changed: Alibaba from the entrance to the Internet to more genetic changes in the form of the network, Jingdong Mall gradually to the Amazon-style logistics real estate companies, and Suning after the Super electrical become a O2O model. Therefore, it is difficult to use the original perspective to interpret the above three appliances giants companies, and they as they become increasingly clear in the direction of transition, the second and third battlefield will gradually spread.

In the face of change, as industry leaders must show a forward-looking side. To this end, the three giants have been prescient in the above battlefield has not yet opened a lot of deployment.

For example, Alibaba injected a series of mobile electric business applications, set up a strong lineup of local life service chain, but also invested in shrimp nets, supplement life entertainment elements; There was even a news that Ali will be in Sina Weibo, so as to solve many years of SNS scourge ... All this fully explained, Alibaba is to Baidu, Tencent and other internet giants close.

For example, the Beijing-east at no cost to build a logistics aircraft carrier, holding nearly 2000 acres of land, in 360 core cities have built more than 900 proprietary distribution stations, more than 300 from the point, with about 15,000 distribution staff, this year will be completed with 15000 seats in the Customer service center. Jing Dong has gradually for the mouth of Ma Yun's "money spent in buying land, to find the government negotiations," the heavy companies, but also turned into the most investment value of the company.

Interestingly, different from the first battlefield of the desperate struggle, the second battlefield is more like a interception and encirclement. The potential development opportunities of each giant quickly become the prey that rivals capture. Therefore, Ali build up the logistics of Beijing East, Beijing East imitate Ali construction of the ecological environment system, Suning is constantly learning online retail real experience, take the opportunity to achieve industrial chain repair and reengineering.

Industry insiders point out that as giants erode retail market share, the power industry resources will intensify the monopoly, in order to achieve their own size and profits of the continuous expansion, there will be more battlefield will be opened up.