Electric War Platform

In the snake, electricity dealers open up new battlefield.

February 17, BOE chairman Liu Hair "Hongyuan", "Jingdong all business is to platform, the goal to do a and Ali completely different platform." "February 18," The International financial newspaper reporter from Suning insiders received the Su Ning chairman Jindong in the spring work planning and deployment meeting of Su Ning Group speech content, Suning will walk "shop + Electric quotient + retail service provider" cloud business model.

In fact, the platform or the cloud business model is good, but the argument is different. Industry analysts in the "International financial News" reporter interviewed, said that the current electronic business structure and strategic adjustment is mainly to explore the development of platform, this is their 2013 main battlefield.

Start a fight.

The war began with an internal mail.

"What we really do is platform!!! A completely different platform from Ali!!! "February 17, the media sent a Liu to employees," We are opening the web, logistics, information systems, as well as the layout of the financial platform business (these businesses in the first 3 years to bring losses)! All the business we are investing in today will be open to the community and will be a platform! Finally form a huge platform network!

The concept of electric quotient platform is released, Alibaba becomes a coordinate. Alibaba did not fight, only the day the market out of a news: Morgan Stanley analyst Jordan Monahan estimated 2013 Alibaba net profit of about 2.28 billion U.S. dollars. This number makes the related electrical Shang mixed.

February 18, Suning Spring work planning and deployment meeting content "leaked", Jindong thrown cloud business model, "open platform business, for the settled businesses to provide payment, finance, data, marketing, hosting services, warehousing logistics, cloud computing and other ancillary services, mining and sales separation, independent operation, by the dedicated team. ”

A completely different platform, one to go "shop + Dealer + retail service provider" of the cloud business model, the situation is gradually clear. An executive in the electric business industry said in an interview that 2013 will be Ali, Beijing-east, Suning, Tencent four electric business platform battle, and other electric players can only be forced to embark on the "small and beautiful" road.

Strategic Bureau

The electric business has not only wars, but also gambling.

At the end of 2012, at the CCTV economic annual character awards ceremony, Wanda Group chairman Wang and Alibaba board chairman Jack Ma on the Electric business and store the future of the establishment of billions of bets to 2020, if the electricity business in China's entire large retail market share accounted for 50%, Wang to Ma Yun a billion, or wang a billion.

Tang Xin, an internet expert, said in an interview with the International financial newspaper, "whether it is the electric business industry or the physical retail industry, the current development has come to a bottleneck." The high growth in the past has been hard to reproduce, and the physical retailing industry has been hit harder. Both sides are actually trying to cross the stretch, but different goods or services vary widely in their application, and the prospects are still to be seen. ”

"A real estate entrepreneur and an internet entrepreneur are betting on the future of China's retailing industry," Jindong in his February 18 speech. "This kind of gambling is mentioned in the same way." "If, according to this assumption, the consumer market for the next decade does not need to divert half of the sales, now all retail companies will lose their profits and viability." "In his view," the main force of E-commerce should be the shop, not the electricity business, the development of E-commerce should be led by the retail enterprises themselves, rather than by the electric business service providers dominate. ”

Analysys International analyst Shou sent that in recent years, Suning has been committed to electronic business, to electrical, to a more integrated retailer, platform development. "The proposed cloud business model is also a continuation of its platform development." According to the reporter understand, suning around the cloud business model of a series of deployment, is expected to announce February 21.

Build a platform for "hematopoiesis"

In fact, whether it is Jingdong or Su ning, or Amazon, building an open platform, more is to make up their own category short board. Whether it is Jingdong, or suning, the most adept category is 3 C, home appliances, to do fresh, food category, you need to have this kind of purpose professional supply chain support. On the other hand, these categories through the open platform to operate, not only can enrich their SKU (minimum inventory unit) to meet the needs of users, but also to circumvent their own short board.

"In almost all segments of the Internet, platform means serving more users at lower cost, and means more traffic and higher revenues." Therefore, not only the electric business, most of the Internet-related industries platform warfare is the most intense battlefield. In the future, the platform is also the main existence form of the electric business enterprise. "Tang Xin said.

Shou sent to say that 2013, the platform of the electricity business layout will enter the adjustment period, "recently Dangdang and Jiuxian network breakup is a typical case." "Platform means open, only in technology, service, category, logistics and so on have enough power to be competitive, will be the flow of cash." "Shou sent the expression.