Profit to the huge gap of the loss, Guoqing can't sit down

From profit to loss of the huge gap, let Dangdang CEO Guoqing sit live. Yesterday, Guoqing Public said, Dangdang this year will be strategic contraction, will "turf" to consolidate advantage region. In the industry's view, Dangdang contraction front, is to better control costs, to create a beautiful earnings.

At the annual meeting held yesterday, Guoqing said that the strategic goal of Dangdang this year is to shrink, which will be achieved through "enriching the category, improving service, focusing on the central region and the old customers".

According to Dangdang said, its sales will reduce the trans-province, especially the marginal areas of transport. At the same time, Dangdang will be in the sales area to form the focus. On the user side, Dangdang will focus on maintaining VIP and old customers. For many in the industry is considered blue sea mobile Internet domain, Guoqing said, mobile Internet may be a big bubble, this year Dangdang will charge the field of services rather than promotion.

The industry generally believes that the dangdang contraction front is more of a cost-containment perspective. At present, the trans-provincial logistics transport costs are higher, and the corresponding is that these areas of user purchasing power is not very strong. Guoqing also admits that the cost of developing new users in E-commerce Enterprises is far greater than retaining old users.

Internet expert Liu Xingliang thinks, Dangdang This means to control cost, no longer continue to burn money. Dangdang as a public company, need to have a beautiful earnings.

Changhao, an Internet analyst, also said that before many household appliances manufacturers in order to strengthen the user experience has followed the implementation of free shipping. Now, in order to control the cost, the major electric power companies have set up a different threshold for free shipping. Changhao for the reporter calculate, if according to warehousing logistics cost per single 10 yuan, gross margin of 15% calculation, if the customer unit price less than 67 yuan, enterprise even warehousing logistics investment is difficult to recover.

Industry insiders said, with the development of technology, mobile Internet will certainly exceed the size of the traditional internet. Previously, Jingdong Mall's mobile client Software installation volume exceeded 10 million. Despite being the leader, it is still ready to invest more in improving mobile client functionality and user experience.

But even so, Guoqing still thinks the mobile internet sector is full of bubbles, and from this point of view, the Dangdang contraction front is quite firm.

In fact, Dangdang's "retreat" and the recent period of performance pressure is not unrelated. Dangdang's previous four-quarter earnings and full-year results showed a net loss of $36.3 million last year, compared with a 2010 net profit of $30.8 million.

In this case, once the scenery of the unlimited electric Business enterprise's prospects, also began to be gradually undervalued. An insider told reporters that in the first half of last year, the company's IPO valuation was 10 times times the gross margin, and the current valuation of its IPO has fallen to 4-7 times the gross margin.

Although Dangdang is facing a shift from the previous year's earnings to the loss of its last years, most large web operators are still in the cold of winter.