The continuous impact of the traditional retail industry hard to block

2012 Electric Business Double 11 shopping festival large-scale promotion, to Taobao and the cat representative of the electricity sales promotion data is amazing, we from two aspects of its impact on traditional retailing far-reaching:

(1) Alipay to achieve 19.1 billion yuan a day to pay, an increase of 267%, which is equivalent to the 2011 wangfujing (600859, shares bar) The annual sales revenue 1.15 times times, Shanghai 395 large and medium-sized commercial enterprises 5,000 many branches of the National Day holiday total operating income 3 times times, Shopping paradise Hong Kong 3 weeks of retail sales. At the same time as the increase in the size of the electricity quotient, it is the background that the overall consumption demand is slowing down, so the data shows that the electric trader will have a lasting impact on the traditional retailing.

(2) According to the relevant data, the promotion of the impact of the crowd reached 210 million people, accounting for 40% of the national Internet users, the number of orders on the day reached 105.8 million. Such a dense crowd and pay density, is not any traditional stores can not deal with.

From the point of view of the electrical business, and the cat, Suning, other consumer (merchant to customer) class of the electronic business participation declined. We believe that this shows that the current electric business camp has gradually formed two camps, that is, Taobao as the representative of the open platform and to suning easy to buy, Jingdong Mall as the representative of the independent electric business platform. In this pattern, the current electric business industry is experiencing from "long competition" to the "oligopoly" of the evolution process, the future will form a few to scale, category dominated the market pattern. The scale and the logistics information system are the key to the future run-off of the electric business.

On the whole, the realization of the electric trader's profit still needs time and change, but it is the general trend that the traditional retailing will have a lasting impact on the background of the overall consumption demand slowing down. Moreover, with the logistics system of dense laying, the increasing influence of electric power, the coverage and density of online shopping still have room for improvement, the impact on traditional retail industry will become more and more obvious.