People who know you best are often not friends, but opponents.

In his masterpiece "Seven Weapons", Dragon Warrior wrote: "The people who know you best are often not friends, but your opponents." "Because only the opponents will really spend their mind watching you, studying you, mastering you." ”

This truth is not only in the martial arts world general, our electric business is the same.

The year Eve, once Harting Liu delicate a back, choose in this Chinese all unintentional work time announced a blockbuster news, Jingdong IPO, let us again verify the Cuzhongyouxi this idiom. This also makes the same Harting Dangdang CEO Guoqing's predictions come true again.

By the industry with Harting described Liu and guoqing very much like a pair of enemy, not only they do the cause of similar, character and ideas have similar places. This also no wonder Guoqing repeatedly guessed Liu's mind and next move.

In fact, in the Liu to the United States back to the first media conference, although Liu again denied the possibility of the Beijing-East 2014 listing, but Guoqing immediately on the micro-blog on the comments to read "high profile is the financing precursor." Last year I advised Lao Liu to raise funds, otherwise the capital was burnt down by the end of last year. Sure enough to melt more than 400 million dollars, although the valuation is very low. The current recognition of the overheated U.S. capital market is a good time to raise money. Lao Liu said ' 13 profit, but not listed in 14 years ', then I would advise: 14 Q1 must be listed in the United States, supplementary capital is insufficient and increase by the United States Accounting standards audit transparency. "Sure enough, the people who know Jingdong are not the reporters on the scene and the analysts who are analyzing the swarm, but his opponents."

As Guoqing, who has been playing against the Taiwan Opera, he is concerned about Jingdong, and the various trends in Beijing and east of the detailed analysis, and even have nothing to point out the current state of Jingdong and put forward reasonable proposals, and often a language, let me have to admire his professionalism and good base friends Liu God the same judgments.

This inexplicable "sincerity" even far across the ocean in the United States "Forbes" website contributor Eric Jackson also unconsciously feel, "Jingdong is not Amazon but the next Dangdang." "Look, it seems the earth people know."

So, this tacit understanding of course is not only now. As far as Dangdang has not yet listed, Guoqing decided that Jingdong will certainly jump out of the shackles of consumer electronics products. "Because more to sell more compensation, less sales and less compensation." After that, a series of changes in Jingdong, pop platform, into other categories as if all the guoqing Magic (air).

All right, in Beijing East Eve announced the news of the IPO, Guoqing master disregard lunar accompany family tradition, again micro bo hair for good base friend Liu Broken life "last month old Liu (Liu) publicly said 14 years not listed, I don't believe, and then sent the following micro Bo." My every prediction based on one: Jingdong in 1 trillion of the digital category to establish the threshold of competition, otherwise the initiative in the easy to see whether Suning gome price war hands. ”

Lao Liu, you have to pay attention to, so that the national day a sincere.

Compared with the guoqing of Chinese traditional virtues, Americans are as brutal as ever:

Eric Jackson points out that 85% of Beijing's revenue comes from selling consumer electronics. This is one of the reasons why their gross margin is so low. Jingdong wants to thank suppliers for their kindness. Jingdong has 2 billion of dollars in accounts payable and advance payments and 1.4 billion of dollars in cash, which is equivalent to 600 million U.S. dollars operating. So, if it weren't for the generosity of the suppliers, Jingdong would be finished early. (The American channel is very developed, so they can't understand this kind of pattern that borrows chicken to lay eggs.) The former Gome Su Ning is such feather, even they have extra money to play financial and real estate, business value-added. ）

Not only that, but Eric even burned the flames to two good friends, Jingdong and the head, "it doesn't make sense to portray itself as China's Amazon on the IPO." Dangdang after the listing, has made this move, the Dangdang described as China's Amazon, through the book to expand to other categories. In fact, expanding from books to other categories is a very difficult thing to achieve. Similarly, put on the Jing East body is not too. When you start to expand the commodity category of E-commerce, the ability to execute is critical. The SKU of consumer electronic commodity is standardized better. But when you go into clothing and other fields, five colors and three sizes mean 15 new SKUs. The SKU is incremented by a number of times. Jingdong is still reliant on consumer electronics, so 70% of his income comes from self-employment and 30% from the open platform. An open platform is an important part of the story of China's Amazon. ”

For the American provocation, I think the best way is to unite, since Guoqing so understand Jing Dong, that simply to the BoE board to make a suggestion, let Guoqing to do the CEO of Jingdong. After all, according to Guoqing, "when it is to make a flower two, Jingdong is to make a flower of four", so, for the IPO after the Jingdong data can also be a whitewash.

Of course, the most important thing is that lovers will be married. Don't all reader like this happy ending?

Watch your!!!.