The import retail electric business industry: Savage growth opportunity is not small

The import retail electric business industry is the last vast virgin land of the electric business industry, which is a well-known secret in the industry. However, the topography of this wild territory and the spread of the species are so complex that it is often confusing to the life. What is the market prospect of the import retail electric business industry? What are the limiting factors? What are the risks? What are the different modes of play in the industry? What kind of future do different models face? After five crossing salon "sea Amoy industry chain" theme activities, NetEase Science and technology again with you to explore the barbaric growth of the import of retail electric industry and mode. I. The present situation of the import retail electric business industry: the opportunity is very big, the difficulty is not small 1. The market has yet to be nurtured and the speed of growth can be iresearch "the 2013 cross-border Network purchase survey report" shows that among the 9,300 consumers who participate in the survey, There were only 25.2% and 3.4% of the users who had bought overseas goods and often conducted cross-border online purchases. This reflects the penetration of cross-border online shopping in China is still very low, the public consumer's understanding of Cross-border online shopping has yet to be developed. Compared with China's total market size of 9.4 trillion yuan (see Figure 1) and China's cross-border electricity market size of 3.1 trillion yuan (see Figure 2), the market size of the 74.4 billion yuan of China's imports of retail electricity dealers in 2013 is only a fraction. This situation is consistent with the current low market penetration rate. However, judging from the 2009-2013 five-year compound growth rate (CAGR), the annual compound growth rate of the imported retail electric dealers up to 98.7% has left the cross-border electricity quotient (31.1%) and the entire electric-commercial (24.5%) industry far behind. This trend shows that with the gradual popularization and deepening of the understanding of Cross-border network purchase by ordinary consumers, the market penetration rate and market scale of the imported retailers will continue to rise and expand rapidly in the next few years. 2. The high quality and low price of overseas goods is the main reason for attracting young consumers, iresearch report shows that consumer motives for cross-border shopping are obvious. Among the factors that drive consumers to cross-border online shopping, the top three are: Quality assurance, domestic websites and cheap prices. This reflects the quality of the consumer to the product itself, the ease of use of the site and the friendliness of the shopping process, and the three most concerned about Cross-border price comparisons. In category preference, concentration is also relatively high. Consumers are most keen to buy skin care beauty makeup, infant food, clothing, health care products, electronic products, five major categories of consumer goods. The age structure of consumers is obviously younger, and the 35-year-old and the following people share more than 80% of all consumers. Most notably, the 25-30-year-old who has just been working is close to 40%. As this segment of the population enters a rising income level, the scale of Cross-border online shopping is expected to expand further. 3. Cross-border supply chain management is a key factor in the development of the industry. In operation, if the effective cross-border supply chain management is not achieved, the consumers ' interests will be hard to be safeguarded and the market will be difficult to enlarge. At present, the Cross-border supply chain managementThe top two links are overseas supplier management and cross-border logistics implementation. Overseas supplier management, the current main problem is the difficulty of investment. Some regional brands themselves have limited capacity and have no plans to enter the Chinese market. For some international brands, the opening of Cross-border retail electric channels is likely to conflict with its existing international agency and channel layout. Because of the high quality of investment, many of the import power platform to overseas sources of control is relatively weak. The resulting fake, imitation goods phenomenon to the entire import electric business industry caused a large negative impact. In the implementation of Cross-border logistics, there are currently two main problems: one is the speed of goods flow; one is clearance optimization. --relying on transshipment companies to complete Cross-border logistics links can easily cause the supply chain three-flow of the rupture, which will have a significant negative impact on the speed of the flow of goods. The ability of clearance optimization is embodied in customs clearance and tariff control, the speed of customs clearance and the lack of expected management ability will directly let the consumer experience discount. Mushroom Street For example, in the CEO Chen personally led the Mushroom street in September 2013 on the line of Korean apparel overseas purchasing channel, but the channel in just three months after the quietly offline. Although it was supported by some South Korean suppliers, Mushroom Street still has a weak grip on the purchasing side. The more important reason is that Mushroom Street to Cross-border Logistics, customs clearance optimization in the actual implementation of the difficulties are expected to be inadequate, and therefore had to stop the cross-border business in time. 4. The direction of regulatory policy needs to be systematized and clearly defined: the "bonded import" is the most concerned--since 2013, 7 pilot cities have been approved by the General Administration of Customs for cross-border electric dealers: Shanghai, Guangzhou, Chongqing, Zhengzhou, Hangzhou, Ningbo, Shenzhen (latest approved). The general administration of customs for these pilot cities has issued a number of import and retail electricity business policy documents. -in March this year, the General administration of Customs made provision for the "bonded import" model in its notification. In this mode, the importer can purchase the goods in advance by sea/air transport to the bonded warehouse duty-free stock, after receiving the customer order, the merchandise will be directly from the bonded warehouse after the customs inspection of goods shipped. The goods in the warehouse are only paid relatively low tax. The user's shopping experience in this mode will be closer to the domestic Internet purchase. Recently, the general administration of Customs has issued a series of "No. 56th" and "57th" Bulletin, the Cross-border electricity business pilot business of the actual operation of a more detailed provisions. The direction of the policy is to be systematized and clear: At present, there are inconsistencies in the specific operations of the relevant policies in each pilot region. It is noteworthy that the current pilot New deal has been issued by the Department of Customs only one. Other regulators, including AQSIQ, have just issued the relevant draft. In addition, the policy of small import tax which is directly related to consumers ' interests is not clear. Some industry insiders say that the pilot policy that has already been released is likely to make a big adjustment in the future. Even in the Shanghai FTA, Amazon has taken a cautious approach to its "bonded import" businessAttitude。 The systematic trend of the future departments ' policies is an important uncertain factor faced by the whole industry. The biggest reason behind the policy uncertainty is the proliferation of fake imports/export. Only by working closely with the regulatory authorities to make the scale of the sunshine market possible will the problem of parallel imports be better solved.