Profit as the biggest aspect of this year's electric business

The beginning of the new year, the major electric operators frequently, Gome shares in the full Peak Express, Beijing East announced the completion of the D round of 700 million U.S. dollars of huge financing, suning appliances (002024, shares bar) renamed "Suningyun Business", its business structure is also facing greater adjustment. Recently, Alibaba plans to regroup the financial business, the "revised" financial sector business will include at least payment, small loans, guarantees and insurance business.

As a capital-intensive industry, the profit problem of the electric business industry has been paid close attention to both inside and outside industry. Industry insiders said that 2013 will be the "profit year" of the company, the industry focus will be from the 2012 "price war" to "when to achieve profitability." And behind the collective profits of the electric business, its impact on the traditional retail industry will further increase.

Profit into attributes

According to China's E-commerce Research Center monitoring data, as of December 2012, China's online retail market transaction size reached 1.3205 trillion yuan, an increase of 64.7%, is expected to reach 1.8155 trillion yuan in 2013. The center issued the "third quarter of 2012 China E-commerce Market Investment and financing data Monitoring report" showed that in the third quarter of 2012, the disclosure of China's E-commerce financing incident a total of 20, the total financing of 12.786 billion yuan.

E-commerce investment and financing market began to rebound. Lei, director of China e-commerce Research Center, said that with VC/PE's enthusiasm for the electricity business to rebound, a new round of "financing competition" will be opened, the 2013 single financing will be further raised, the annual financing amount or innovation.

A few days ago, the main selling and luxury goods to the electric business enterprise only will announce the fourth quarter of last year to achieve profit, become the first quarterly profit overseas listed manufacturers of electricity. And the end of last year, including every customer-prudential products, group purchase site full network and litters Mall are announced to achieve quarterly or overall profit.

At the seventh annual China online retail conference held last year, Liu revealed it was expected to make quarterly profits in 2013. Industry insiders said that the Beijing-East market demand is urgent, enterprises this year to achieve a higher probability of profitability. From the current situation, Jingdong Mall is likely to complete the IPO this year.

Traditional enterprises in the final exam

Recently, the major electric power companies to adjust their business, the United States extended industrial chain, suning changes the development model. Ali exerting force in the financial field, the structure of its industrial chain changed dramatically. At the same time, the major vertical electric dealers in speeding up the integration of the pace of mergers and acquisitions, Lok Tao Network transformation for the brand electric, red children were bought by Suning, good Lok buy is also with the industry to discuss mergers and acquisitions matters.

It is noteworthy that, driven by performance, the stock price has risen by more than 600% since its IPO last year. Mo Dai, an analyst at China's E-commerce Research Center, told the China Securities News reporter that this represents the beginning of the trend of the electricity business from loss to surplus.

The transformation of the electric business industry and the impact of the profit red line, the traditional retail industry is facing a more serious situation: the main business growth is facing greater pressure, the pace of competitors did not a trace of slowdown, the industry was tested.

Mo Dai that the traditional retail industry still has the power to replace the place, and the user groups have a distinction between the two. Under the current situation, traditional retail enterprises should use their own resources, brand and experience advantages.

And department stores are involved in electrical business is also the trend of industry development. Many department stores in the industry have told China Securities News reporter that the future will continue to increase in the field of electricity investment and exploration. But the integration of a number of listed companies to observe, the investment scale is relatively small.