Released his 8-point judgment on E-commerce and mobile Internet development

Jiang Ruxiang, Ph. D., PhD., Sien Consulting Group chairman and founder.

Columbia University Business School to the core competitiveness of multinational companies returned scholars, Peking University Guanghua School of Management, deputy Director of the Senior Economic Training Center.

Vanke Wang Dan, tcl Li, Liang's chief corporate strategy consultant, has served as Motorola product marketing manager and strategic planning manager, CCTV "dialogue", "business Masters" long-term guests, the United States "wealth", "Harvard Business Review" special management expert contributor, the best-selling "Gap"-" Author of China's first business strategy monograph. 2002 by virtue of his management thought won the top ten Chinese overseas entrepreneurs.

As a strategic expert on TV screen, Mr. Jiang Ruxiang has made strategic inquiries for many famous enterprises. It has a strong insight into the business sector, deep research on the business model, and deep research and judgment on the internet industry.

Today, he posted a blog on the mobile internet analysis of the article, released his e-commerce, mobile Internet development trends are as follows 8 points:

1, mobile internet based on the 2.0 of the electricity business is only just beginning, in China's tribal electric dealers are more valuable, because the Chinese people in the communication needs of more than the West.

2, China's most valuable group of people, is the waiter Taobao, this group of people from the university began to play Taobao, they have not experienced the industrial organization of the "brainwashing", is the internet eggs, they will be the future of China's most valuable group of entrepreneurs, but the fairs system of Ali system can not give them the future, It must be a good investment to find some entrepreneurs from these people and support them to start a business.

3, Tencent and Alibaba's financial value is not the same. Ali system is a product system, like the securities trading system, is a product trading system. From a large data point of view, Ali is a data system without values. Tencent is not the same, the establishment of micro-trust is a value, because this is a interpersonal group, there are potential values. Is there any value in investing in Money? I think there are, investors in the investment, there is a strong value preference.

4. In this sense, micro-letters today are impacting any industry, or, today, any industry, is under the impact of micro-trust. The micro-group has high commercial value, it is because the micro-group is a "human ecology", not a customer ecology, which indicates that the mobile Internet is breeding a huge change, which is full of business opportunities, which is why I would like to work with the financial system.

5, the mobile phone world and the PC World is not a system at all. Why does the micro-letter have no PC version? This is the reason why the micro-letter is the mobile phone system, which is exactly the geometric progression of the virus growth. This means that the mobile Internet will soon form a new pattern, which is why I think Alibaba is anxious to go public. If he doesn't come on the market, the stock will go down. Tencent's share price is undervalued and its potential value is far from being tapped.

6, the value of micro-letter is not commercialized, as the portal of the tribal electricity business, people in the micro-letter formation of the primary tribal aggregation, which is the greatest value of micro-letter. There are two such results: on the one hand, Tencent's unlimited expansion of platform companies, the other is a number of small tribes, or the industry (vertical) tribe differentiation. The two must be complementary, and integration and differentiation are mutually reinforcing.

7, today to do the Internet investment, I suggest to do the mobile Internet directly to do the tribal electrical business system, this is just developed, will soon fly up the system. Lei said good, to do the typhoon mouth of the pig, typhoon to a pig can heaven, and do not do the Loess plateau hard ox, all the life in the tillage saline land.

8, in this sense, any company to do electricity, if only to make the company's product level of the electrical business, no doubt to underestimate themselves, to do on the basis of customer aggregation of the electricity business. The reason is very simple, this industry has no one to do mobile internet tribal Electricity quotient, you do the company electric business and do the industry is the same as the electricity quotient, do the industry may do better, and the financial value is higher, why not do? As an industry junior, you have to do is like millet to attack the industry.