After Suning appliance Mister Jindong Mortgage own market value more than 5 billion of the stock, Suning appliance again issued a notice, announced the issue of not more than 8 billion of corporate debt, used to develop electric business. The power of almost a poor company is to stand on the top of the electricity quotient. And the opposite is, Jingdong mall Mister Liu, the high profile announced on Weibo, large household appliances prices lower than suning 10%, the requirement of three years zero margin otherwise expel the relevant personnel, to deal with the line of Su Ning before the unified pricing strategy. At the same time also announced that they want to employ 5,000 parity to enter Suning Gome, once found that Jingdong Mall product price is not low, immediately discounted or rebate coupons. This manifesto immediately set off a stir, Su Ning Vice president of high profile response, a certain price will be lower than Jingdong, help Liu to complete the downsizing targets. Netizens are passionate, Dangdang guoqing, easy to network, also issued a statement to join the fun, announced the price war, and Jing Dong die to fight to the end.
The actual meaning of the matter is not as big as it might seem, its own electricity business margin is relatively low, and gome stores margin of up to 25%, Jingdong price itself is less than suning many, and household appliances industry practice, different channels the same products will have different models, simply can not direct price comparison. So, the PR significance of this declaration is greater than the practical significance. Follow-up Liu also issued Micro Bo said, all investors have reached agreement, in addition to money, nothing, must be with suning blood to fight to the end.
At this point, Liu finally put Su Ning under the water, although a lot of people optimistic about Jindong, think he is a generation Beikewen, but I want to explain that the old times entrepreneurs rely on courage, the new era of entrepreneurs rely on expressiveness. Before the entrepreneur can play the business, now entrepreneurs have to play the turn of the public opinion. I don't doubt Jindong's ability to operate, but I think in this batch of Internet players, the traditional entrepreneur's judgment is easy to be misled and interfered, and from the present results, Jindong has entered the Liu Ambush circle, Jing Dong took the most solid step before the listing, to find a strong enough stepping stone.
I said early, if there is an enemy, that is Gome and Suning, the current gome without a decapitated, Su Ning is the first. Many people say to me, Suning the power of the whole body to develop electricity quotient, is to deal with the Beijing-East erosion, otherwise will be replaced. This view is sheer nonsense, one of the simplest truths about this market, Jingdong volume is only more than 20 billion of the sales, Suning is more than billions of dollars, Gome and suning volume is comparable, and the Sky cat is also stronger than the BoE, there are so many giants, you said a sales in the four or five position of the company as the leader of the number one opponent, Either you have no common sense, or you are ignorant. As if Liu never cared for Guoqing's bite, he really didn't have to talk about the sales, but he was a fraction of his peers. So guoqing often sound, have touched rebuff back. And obviously, Su Ning does not have this kind of wisdom.
Jingdong has a great advantage many people do not see, that is the momentum. Before and Taobao pinch, Ali department also stared at the Jing East bite quite tight. But in fact, Jingdong sales is only a fraction of Ali, Ali's PR withered, the level of decline, it began. Just like the 360 listed need to hit Tencent to prove the strength of the same, Jingdong long to catch a stepping stone, the results of Su Ning is really fooled.
China's electricity business is very strange, you do not go to him, not a few days down a p, not only fast, but also small response. But once the price war is not the same, immediately like a dozen chicken blood, vitality Unlimited. In fact, the truth is also simple, the electrical business does not bland not fire consumed soon hang, only the war promotions pull traffic, sales up, only cash flow toss more things. This is actually a strange phenomenon, not the normal business world, but it is already the practice of the electric business sector.
For Suning, the line just sit on the seat of the eldest, the most reasonable strategy or slowly to squeeze the United States, consolidate the line under the position, gradually exerting force on the line, do their own up and down combination, let Jingdong himself toss, light capital demand growth rate and the listing pressure is enough Liu drink a pot, there is no need to go to the front to sweep its sharpness. Unfortunately, Su Ning or the rush, fight the capital of the War and Beijing East, but actually in the middle Liu.
Jingdong concept without him, China's Amazon, the next Gome Su Ning, to prove this, do Amazon is 1:30 will not be enough, but to do the Gome Su Ning still want them to fight the line. Gome line on the Buthen, Jingdong than unwilling to win. and Sunimbi line or the gap is very large, than on the line, Suning started late, bored, Beijing East had to and their own growth rate. Can a year Baife growth is not easy, snake swallow elephant Step on suning superior, or its before listing of the choice.
Suning veteran listed companies, if the high Hang Shine, Beijing East grain and fodder is bad, oneself also disorderly. Can su Ning is chicken blood above, Jindong is also mortgage stock, also hair enterprise debt, must knock a life-and-death. Casual analysis, a listed enterprise, investors see is your business expectations of development, now plainly the future is three years, Suning is unlikely to have any decent growth, and even the possibility of a very little profit. And three years later can kill Jing Dong, everyone in the heart still hangs a heart. The scariest question is, what can you do if you win? Jing Dong fell off, Jing Dong more than 20 billion of the turnover, was divided into suning here, the turnover, estimated that the mortgage plus enterprise debt owed much, profit is more than a few percent, think about it you do not know exactly what the picture. A large family of rich, must with Lubber dead knock, win or lose, will not be better than now.
So, Jing Dong's anticipation is very good, if can kill Su Ning to be able to go on top listing smoothly. Su Ning's expectation is very miserable, no development within three years, the future is uncertain after three years. Two kinds of expectations, Jingdong investors shareholder, Huashan a road, and Su Ning dead knock in the end. Su Ning's shareholders must be divided, if the stock price continues to fall, shareholders will vote with their feet, everything is not afraid of victory and defeat, fear Midway and waste, dilemma, the end can not care, was eaten away.
As for what when, easy to do, and so on, are in the fun, the market is not necessarily able to the top 10 of the people, can set off what wave, stride, it is easy to pull to the egg.
Jingdong is afraid to Biching, and Suning is very likely discovers fame are destroyed.
Today's dinner is still talking about how traditional enterprises to enter the electricity business, my point of view or the traditional enterprise you do not enter the electricity quotient, the electric business oneself still didn't die to understand, you come in is not be fooled, is to be pit father, do you have more than Jindong?