Electric trader prepares for "Singles Day" Latest News summary

This Sunday, the domestic electric business field of 11.11 days promotional festival will be, this day also dubbed as "Singles Day." Since yesterday, the days of the cat, Jingdong Mall, when the merchants will announce their promotional plans one week in advance. The "Singles Day" promotion, launched by the Cat 4 years ago, is about to form a free-for-all promotion.

According to Xinhua, this year's "Singles Day" was the first to meet the weekend, the industry as the "last price war 2012" battlefield. At present, there have been Jingdong Mall, Dangdang, Cat, Suning easy to buy, Gome, Amazon, Tencent Xun network, such as Electronic Business website in advance announced their own promotional plans.

According to the International financial report, in order to avoid express, logistics appeared last year's embarrassment, the domestic Express company in 1 months ago has begun for the upcoming online shopping season "recruit".

According to reports, Yuantong, Qualcomm, Shentong, home urgent delivery and other logistics companies have issued information urgent to hire courier, to provide 3000 yuan to 8000 yuan salary. A source said that the company's Qingdao, a network of outlets opened up to 12,000 yuan to 20,000 yuan monthly salary, and EMS also issued a monthly salary of 15,000 yuan.

Double A price war near, also by the level two market investors concern, the Yangtze River Securities (000783, shares bar) recently to maintain Suning appliance (002024, shares bar) of the "recommended" rating.

"Securities Times" news on the price war on the latest news and impact of the inventory.

"Electric Business Challenge Strategy"

Day Cat:

Similar to previous years, the 11.11-day flagship 50 percent discount

Mall：

"Desert Storm" annual reserve price to promote activities, the promotional activities in addition to clothing, home appliances, but also includes notebooks, ultra-polar, tablet computers, mobile phones and other electronic products.

Suning Easy to purchase:

Suning on November 1 officially launched code-named "Reverse-day" line under the linkage of 11 large-scale promotional activities. The first combat training of Suning Electric Business Alliance, will be officially launched on November 9, by then, Suning Line will be launched at the same time "super 0 Yuan purchase" activities, including online activities, Suning will be the first to enable the purchase of "dual logistics" distribution standards, that is, suning easy to purchase will be through the integration of Red children, Van, Lok Bee Network You buy online shopping mall 4 large electric business enterprise logistics resources, to achieve "Suning logistics" and "non-suning logistics" two major logistics fast delivery standards.

Gome Online Mall:

Handepeng, its general manager, said Gome's preparations have started one months ago, and the price will be "unlimited category, unlimited brand, unlimited model, unlimited quantity" to ensure the lowest price.

Amazon：

Amazon China November 5 announced the official launch of the Amazon "Z Province Week" full of promotional activities. The event lasts seven days, until November 11 24 o'clock in the evening, will cover 3C digital, household appliances home, clothing bags, beauty makeup, maternal and child supplies, as well as books and audio-visual dozens of categories; Apple, Samsung, Sony, Adidas, Nike, Lancome, Lauder, degrees many top brands, hundreds of thousands of items of joint sales promotion. At the same time, every morning from 9 o'clock to 10 o'clock in the evening, there are 130,000 items from time to time rolling z-second kill, of which 20,000 goods below half price of the second kill, bring to consumers unprecedented breaking low price, all seconds to kill the product limit snapped up, seconds end.

(Securities Times News Center)

Electric Dealer fights Singles Day price war 800,000 express industry army prepares for

"In addition to stocking up," Double 11 "There are many things to worry about." "Lei analysis," for example, the electric business platform to withstand the ceiling, payment system affordability, banking system affordability, Network page load. Of course, have to mention is, express logistics can keep pace. ”

In order to avoid express, logistics appeared last year's embarrassment, Domestic Express company in 1 months ago has begun for the upcoming online shopping season "recruit".

According to reports, Yuantong, Qualcomm, Shentong, home urgent delivery and other logistics companies have issued information urgent to hire courier, to provide 3000 yuan to 8000 yuan salary. A source said to reporters, Shen Tong Company Qingdao A network of up to 12,000 yuan to 20,000 yuan monthly salary, and EMS also issued a monthly salary of 15,000 yuan.

November 1, China Express Association organized Ten express companies for the "double 11" shopping carnival held behind closed doors coordination, full sprint can be called the "Spring Festival" "Double 11" shopping carnival.

Express Industry association secretary General Dawa said, China Post Group joined and express industry more than 50% of the growth rate, so that the courier industry has a total of 800,000 express Army service in the "Double 11", a history, of which, only the top ten private courier from the previous 300,000-person surge to 365,000 people. "Nevertheless, in the face of hundreds of millions of of consumer demand, there may still be a capacity gap, so this year the direction of the courier industry is busy and orderly." ”

In addition to "Rob People", the major express companies compete to "buy horses" supplementary capacity. Data show that the top ten express companies currently have a total of 153,000 transport vehicles, on this basis, for the "double 11" added nearly 30,000 social reserve vehicles, and through the advance reconstruction and leasing, and other ways, the sorting field area on 1.28 million square meters, the increase of 210,000 square meters, improve the transit field package throughput capacity.

Dawa said with the development of the online shopping market, this year, the express industry will increase by more than 50%, all the people in the recruitment, the postal group, but also the original "Four lanes" is changed to "two-way six lanes", but relative to the hundreds of millions of net users demand, capacity gap will still exist.

(Securities Times News Center)

Electric Dealer Double A price war broker to maintain Suning recommended rating

The Great Wall Securities November 2 released the research report of Suning Appliance, the report said, will Suning line business and the United States home appliance chain giant comparison, Suning also has the growth space, and profitability is better, give Suning 12X PE, corresponding market value of about 38.4 billion yuan; online business with Jingdong, when compared with Amazon, The use of PS method to get the market value of about 17.8 billion yuan; Therefore, the total market value of suning appliance is about 56.2 billion yuan, corresponding to the share price of 7.7 yuan. The report is summarized as follows:

Investment advice:

Estimated 2012-2013 EPS for 0.45 yuan and 0.51 yuan, the current stock price corresponding to PE 16X and 14X respectively. In the short term, the company is in the transition period, the line business has a certain pressure; but in the long term, the company strategic positioning clear, the core competitive advantage outstanding, has the determination to do the line business, the management executive force is strong, has the opportunity by the electrical appliances and the 3C traditional retail channel business transformation for "the line on-line, the whole category" The management "the Wal-Mart Amazon", Maintain a "recommended" rating.

Points：

The company's core competitive advantage is outstanding. Suning Appliance has four core advantages: (1) The scale advantage of purchasing. Traditional Advantage category procurement costs leading peers, the new category through mergers and acquisitions, strategic alliances, such as rapid approach, leapfrog procurement advantage. (2) Logistics advantages. To establish a uniform and regular supply chain logistics network under line, to ensure the whole network inventory synergy, to achieve the best service and cost. (3) Brand and management advantages. The Enterprise brand image is good, the cognition degree is high, the management Informationization degree is high, the resource is highly shared, and the scale effect is fully exerted. (4) Advantages of information technology. Increase the input of information construction, enhance the carrying capacity of the system, enhance the consumer shopping experience.

Offline business is actively transforming, weakening electrical dependence. Su Ning put forward "science and technology Transformation, service upgrade" of the new decade strategy, the company will rely on procurement, logistics, information platform, to achieve "suning chain, Tesco chain, Suning easy to buy" collaborative development, to create a new mode of super electrical and retail, weakening reliance on electrical appliances. Through the provision of customized solutions and value-added services, to expand the source of revenue; to develop the Super store and Tesco Shi Life Square, expand the commodity category, achieve the goal of super electrical appliances, build a one-stop comprehensive life service platform, actively to the three or four-line city expansion, close some stores, optimize the store structure.

Online business prospects are available. The development of online shopping is beyond doubt, referring to the development experience of Europe and the United States and other countries, the network market development to a certain stage, the consumers gradually become a typical network shopping market development model, the prospect of good. And in the main electrical business, Suning easy to purchase with procurement, logistics, capital three advantages, with the success of the gene, optimistic about the development prospects of the purchase.

Valuation comparisons. Compares Suning line business with the American appliance chain giant, Su Ning also has the growth space, moreover the profitability is good, gives the Suning 12X the PE, corresponding market value is about 38.4 billion yuan; online business with Jingdong, when and Amazon comparison, the use of PS method to get the market value of about 17.8 billion yuan; Suning Electric Total market value of about 56.2 billion yuan, corresponding to the stock price of about 7.7 yuan.

Risk hints. The macroeconomic continued to slump;

(Securities Times News Center)