"Singles Day" will be to the securities dealers inventory of electricity flow ranking

This Sunday, http://www.aliyun.com/zixun/aggregation/34734.html "> Domestic electric business in the field of November 11 promotional festival will be, this day also dubbed as" Singles Day. " Recently, the days of the cat, Jingdong Mall, when the merchants will announce their respective promotional plans. The "Singles Day" promotion, launched by the Cat 4 years ago, is about to form a free-for-all promotion.

Guotai Securities November 5 published a network of retail industry reports, taking stock of the flow of electricity and ranking changes, the report shows that the days of the recent flow of cat recovery, Jingdong Mall and Suning easy to buy the flow of recent significant decline. The report is summarized as follows:

This issue focuses on online retail industry three quarterly data

In the 3 quarter, China's network retail size of 284.22 billion yuan, the year-on-year growth of 43.9%, the chain growth of 5.9%. The proportion of total retail sales of consumer goods is further promoted to 5.6%;c2c trading scale of 183.12 billion, year-on-year growth rate of 19.5%, the first decline in growth to 20% below; But the pace of growth compared to the 2 quarter has fallen; market share, the cat's market share has slipped, from 2 to 57.1% decline to 54.6%; Jingdong Mall market share to increase 1.7%, including Tencent's share of the business to increase 0.5%; Suning purchase share of 4.2%, chain promotion 0.4% Bowser net share is 2.1%, also has 0.2% promotion.

Network Retail Industry Company Dynamics

In September, the number of group buying sites shrank to 2,919, down 42% from a year earlier. Jingdong enters overseas and pays the profession: English station on-line, completes to the net silver on-line acquisition; Suning easy to buy open platform strategy progress smoothly, le Bee and every guest successively settled, excellent purchase net follow-up will also be settled in Amazon quarterly loss of 274 million U.S. dollars, the first loss in four years; when the official entry of the cat, Suning easy to purchase three quarters of tax revenue to achieve 9.556 billion yuan.

Major network operators flow and ranking changes

Single site rankings and traffic trends, the recent return of the days of the cat traffic, Jingdong Mall and Suning easy to buy the flow of recent significant decline; Amazon, where the goods and Dangdang traffic has been restored, the recent promotion of related promotions; both the bowser and the lower flow The main reason is that the vertical class of consumers because of the relatively small number of users viscous low viscosity, in the absence of large-scale promotion, it is easy to be integrated class of consumer crowding traffic.

Review on the performance of listed companies

From September 28 to October 26, Dangdang's share price continued to fall sharply by 15% per cent, running a market of 14.3pct, a 1.5% decline in Mai Lin month, and a slight run to the market 2.7pct; From September 28 to October 31, Suning Appliance (002024, stock bar) fell 2.9%, ran the Shanghai and Shenzhen 300 index 1.2pct; Gome's stock price is stable recently, the share price fell slightly 1.2%, and ran the market 5.6pct.

(Securities Times News Center)