The oxen Group analyst said: When the stock price will not rise sharply in the short term

Dangdang is hard to profit before 2014

Analysis agency the oxen Group analyst lowered the target price of Dangdang from 9 to $6 to maintain a "hold" rating; Analysts believe Dangdang is continuing to make a profit, but the losses have been magnified in recent quarters or, until 2014, hard to make profits.

Data show that Dangdang in the first quarter of 2012 to achieve sales revenue of 1.084 billion yuan, compared to the fourth quarter of last year, the chain fell 12%, which is Dangdang since 2009, the lowest income growth year. Profit and loss, Dangdang net loss of 99.5 million yuan in the first quarter.

Comments: In the electric dealer price war, like Dangdang such listed companies do not prevail. On the one hand, the price war can not be placed on the sidelines, on the other hand for the performance of listed companies. Plus Dangdang's mainstream category is a book, this is an attractive flow of the category, but also more easily by competitors Rob. And the book's customer unit price is relatively low, in the High unit price category expansion, it appears that some of the driving shortage.

Taobao sellers encounter tax crisis

July 11, Weihai Tax bureau to check the local Taobao mall sellers Alipay account, demand Taobao mall sellers pay tax. According to a seller in Weihai, Weihai Local tax bureau has exported more than the local crown sellers data, and then see the store's payment treasure, demand overdue is the amount of store Alipay 3%, now a number of crown shops are quickly destroyed express orders, they said immediately moved. A senior Taobao operating manager said there was no legal basis for overdue.

Comments: Shop tax has been suspended in the Consumer-to-consumer sellers head of a sword, but the shop whether tax has been the focus of e-commerce legislation. Although the State administration of industry and Commerce led the launch of the "Network of commodity transactions and services regulation" has been included in the State Council "two types of legislation" plan, but at present there is still no comprehensive e-commerce regulatory laws and regulations. However, electronic commerce is in the midst of a booming period, when national policy incentives are needed. It's better to keep the fish than the golden goose.

Tencent's open platform faces challenges

According to the news, Tencent's QQ network is about to start the open platform for investment, QQ Mall by the first batch of QQ network to buy the number of merchants will reach 300, the end of the year before the completion of the overall migration with the QQ Mall. It is understood that QQ online shopping will be divided into two batches to complete the QQ mall to open the platform of the merchant migration. The first sellers will be invited to settle in the way, and the object will be invited to Taobao, Jingdong and Tencent on the platform of the big sellers, as well as some traditional well-known brands, the estimated number of 260 to 300 between the two. At present, Tencent has infiltrated the QQ network of merchants to open the platform of investment standards, including service quality and product quality will be the first element of the assessment.

Comments: Tencent's Independent, finally began to exert the power of open platform. But the open platform looks beautiful, and it's not easy to operate. At present, the Sky Cat is a platform-only model, and Jingdong is a big self then open. Tencent after groping, obviously do not want to just do platform, but also not so much time to Tencent to the size of the big self. Therefore, Tencent to take the way is the acquisition of easy news after the self, and the open platform in some vertical category to its investment of vertical operators to operate. However, how to do the internal and external coordination, how to share the internal resources of Tencent, is still a big problem.

Jingdong per single express target cost not exceeding 15 yuan

July 11, Jingdong Mall CEO Liu revealed that from 2009 to 2011, Jingdong Mall Logistics costs overall decline of more than 30%, the current average of not more than 20 yuan per order. "Not yet optimized, our Asia 1th (Shanghai Logistics Center) after the completion of the highest target is a single courier cost of not more than 15 yuan." At that time, Jingdong was at least 10 yuan lower than any company. "Liu said.

Comments: Regardless of the real cost of Beijing-East logistics, but logistics has become a key factor in the competition of electric operators. The price war causes the merchandise gross profit margin to be lower, but the logistics cost is the rigid cost, in this kind of competition situation, whose logistics cost is lower, who can provide the better user experience, who can in the future competition pull out the top.

DHL away from China's domestic express business

In the domestic private courier CCEs Deep in the capital chain crisis at the same time, foreign express three giants instead more value the Chinese market and accelerate the layout. After FedEx and UPS to apply for domestic courier licences, the attention of the outside world also shifted to DHL, last year the company has just withdrawn from the Chinese express business market. Recently, the German postal service DHL chief executive Peng publicly said that currently will not pay attention to China's domestic express business, focus on international express business, the original choice of exit is also hope to strengthen the advantages of the company's overall business more successful.

Comments: In order to further expand the Chinese market, DHL, FedEx and UPS and other giants have increased the strategic layout of China and have to finance the construction of logistics warehousing facilities. However, from the foreign express delivery from China's domestic express business attitude, it shows that the Chinese Express industry does not show a good environment. At present, the domestic express business is basically the electronics industry to cultivate, but the domestic express business and the electric business industry, immersed in endless price war. The cces and the collapse of the stars are the epitome of this industry's chaos. The genes of a foreign-owned enterprise make it impossible for them to participate in such a scuffle, but that does not mean they will not be successful in the Chinese market. For example, the acquisition of TNT by UPS is through the acquisition of Huayu Logistics into China's Intercity express market.