Shun Fung involved in the electric business reason conjecture: differentiation into the promotion of the group valuation

Domestic E-commerce companies to build logistics has become the normal, but the logistics enterprises shun Fung Fast to enter the field of electrical business, as if it became the first "eat crabs" people. In this respect, a number of industry insiders commented that Shun Fung's new move is not only to get a piece from the electricity business, but also hope to enhance the group in the capital market valuation.

Bo analysis of well-known internet commentators that Shun Fung involved in the field of electrical business for two reasons: first, the express industry profit rate is low, belongs to the labor-intensive industry, and facing the domestic electric power company to build the logistics pressure, the industry competition is more intense, hope that through the electric trader's cut mouth to seek more rapid development; second, Shun Fung If there is only logistics, express business, its valuation in the capital market will not be too high, the company is difficult to compare with Taobao, Jingdong Mall and other companies have become the scale of the company, so I hope that the electric business as a breakthrough to attract the attention of the capital sector.

However, although Shun Fung in the logistics sector has established a certain brand influence, and the company's annual sales, growth rate ahead of the industry average, there are still a number of senior electric dealers in the interview said not optimistic Shun Fung into the field of E-commerce prospects.

A well-known operator, who declined to be named, said that Shun Fung's involvement in the real world of electricity is a very large cross-border operation, "electric companies rely more on technology, IT infrastructure and supply chain management, and logistics enterprises relatively traditional, from the downstream of the industrial chain more difficult to go up."

Bo also think Shun Fung choose this time into the electric quotient, compared to Jingdong Mall, Dangdang, etc. in the supply chain management, data integration and other aspects do not have the advantage, it will choose high-end gifts, imported food fields to cut. This confirms the idea that Shun Fung seeks differentiated competition. In order to be able to establish brand awareness in the early stage, Shun Fung chose a low price sensitivity, to shun Fung brand powerful high-end category goods, and in the import of wine, food these categories, shun Fung in customs clearance, distribution has advantages.

It is understood that up to now Shun Fung Group has made a more comprehensive distribution in the field of electricity, not only to obtain a third party payment license, and has begun to be measured high-end electric platform and "Shun Fung optimization" site, and for the industry to recruit operators experienced in the operation of talent. Shun Fung Express Chairman Wei has repeatedly said that the domestic logistics industry is in the high-speed growth, the key segment of the development period, cash flow, information flow and logistics are every enterprise want to take the direction, will become the direction of Shun Fung development.

Huaqiang North online Vice President Shangxiang revealed before, Shun Fung's e-commerce layout more than the public imagination. But many in the industry are still worried, Shun Fung involved in the electricity business will face the "hand to peer" embarrassing situation, "on one hand, Shun Fung to compete with the electric business enterprises, on the other hand, shun Fung for a large number of electrical business enterprises to provide logistics and distribution services, if their own electrical business can not have priority in logistics, then their own advantages will be lost , but if differentiated treatment can lead to dissatisfaction among service customers. For Shun Fung should be clear group strategic positioning, there is an opportunity to the existing brand advantages to the online retail transfer.