The year of the snake, the beginning of the electric dealers can be used "up to see XI" four words to describe

Newspaper reporter Xu

The first working day after the Spring Festival holiday, Beijing East announced the completion of the fourth round of financing; a few days later, Suning appliances (002024, shares bar) announced that will go "shop + Electric Business + retail service provider" mode; next, where the customer prudential goods announced last year the four quarter to achieve profitability; Xun announced that it will devote more resources to upgrade logistics services in the year ...

These messages from the various sources of information convey the message that "spring is not far away." Whether from the maturity of the market, or the "ice-breaking" trend of capital, the whole industry will have a leap-forward development in the 2013, and a group of electric dealers finally completed the "late" IPO, will be one of the landmark events ... After almost 10 years of gestation and incubation, the basic pattern of China's E-commerce market has been beginning, who will "lead", who will be "out", this year will be an important point in time and throughout the year, "logistics", "Big Data", "financial Services" and "listing", Will be the four key words the viewer needs to focus on.

Key word Logistics

Although the electrical business since the construction of logistics has been regarded as a "bottomless pit" of the money, but it can not be denied that the construction of several electrical business enterprises, is indeed 5 years of development of the evolution of the most outstanding "typical". This list of electric dealers, including Jingdong Mall, Xun net, only goods will, a store and other giants; behind them, jiuxian nets, treasures nets, such as a number of vertical electric dealers are stepping up the layout; and before them, the US electric business giant Amazon, is one of the best success stories.

The initial reason for the electrical business to build the logistics is the dissatisfaction with the social logistics, and the development of the "self-construction logistics" has become the "standard" for large electric dealers.

After several years of groping, many electric business enterprises in the country set up the framework of the self-built logistics. Since 2009, Jingdong Mall to most of the money in the financing of the national buying and positioning, has been built in north China, east China, South China, southwest, central China, northeast 6 major logistics centers and 25 city storage centers, more than 1 million square meters. Last year, Tencent's income Xun network also showed great interest in logistics, out of Shanghai began the national layout, a short period of one year, successively to Shenzhen, Beijing, Chongqing, Wuhan, Xian, Shanghai as the center set up the National 6 Warehouse Logistics Center, the current storage area of nearly 200,000 square meters. Xun Network A senior reporter revealed that this year Xun will continue to deepen the layout of the country, the construction of Chengdu, Jinan, Fuzhou, Changchun and other more than 10 storage distribution base, and in the vicinity of the warehouse base within 200 kilometers of important cities to achieve one day three send or two delivery service.

Hit the capital in a short period of time can not be recycled, however, whether from the short-term effect, or long-term development to examine, since the construction of the charm of logistics began to "emerged." Far from saying that this year during the Spring Festival, when the social logistics of a complete shutdown, with the construction of the logistics of the electricity business is still normal operation, these services deepened the user stickiness, the development of the enterprise has great help.

2012, after receiving the Express license, Jingdong Mall opened the distribution service at the end of November. And in Suning's latest release of the framework adjustment plan, the first to be open, most likely is the logistics system Suning's logistics system in the early stage of the construction of the third party logistics in accordance with the mode of operation, in the future will be logistics capacity to suppliers and other partners fully open. This year, since the opening of the logistics, it is likely to become a platform for the electrical business and further expansion of a "trump card."

From a longer-term point of view, the advantages of self-construction logistics has not really exerting force. Wu Guangguang, CEO of Tencent Electric Company Holding Co., said through the centralized supply chain and the integration of self-built logistics, the real benefit is to build a truly adaptable to the needs of the electrical business "end-to-end" logistics system, "this logic is very clear, is how to focus on goods, how to optimize the network after the optimization, Improve the experience to reduce the cost of the problem. ”

Keywords Big Data

Most Taobao buyers feel the slightest change in Taobao's 2012 years: If you search Taobao on the "coat" of information, then, whether it is to open the search site, or pop-up pop-up ads, as long as there is Taobao advertising location, recommended will be the coat ads.

From the insight of user needs, to recommend related products, a small change behind, is the most simple performance of large data processing capabilities. Tian Product Network CEO Frankly, technically speaking, data entry for E-commerce is very easy, such as through the antecedents, cookies, you can know who the user is, flow from where to import, browse what category, is the mother and child type of users or sports users, or to the digital products of particular interest, "relative to the traditional retail industry, This is a certain revolutionary innovation. ”

The improvement of data, efficiency and other aspects is obvious, but it is not easy to get a clue from the complicated data and make accurate predictions. According to IDC, an industry research firm, a large number of new data are emerging, growing at a rate of 50% a year, or doubling every two years, making big data mining increasingly complex. Big data on the electrical Business Challenge is: How to transform the vast flow of high efficiency, so that customers hit the ads personalized to enter the most need to get the information of the consumers, and how to predict the taste of consumers, to guide customers shopping.

Over the past year, big data has been given unprecedented attention by all electric dealers. Jingdong Mall Vice President Li Xi revealed that Jingdong Mall is building a large data platform can be based on user consumption characteristics of data mining and analysis, and then accurately grasp the needs of users, accurate recommendations. July 2012, Ali Group set up a chief data officer, from the LU responsible for promoting the "Data sharing platform" strategy, build "poly Stone Tower", through the membership information, commodity information and transaction information such as data processing, integration, open and shared, so that a variety of service providers system connectivity. And in the strategy of the subsequent release of Ma Yun, large data is also the first "stage", clearly become this year's exerting force point. It is reported that the big Taobao data department has reached 100 people's scale, and the current Alipay and Ali financial background has been through, a data mining reform is beginning.

Key Words Financial Services

Financial services are not the "old line" of the electricity business, but they took a crucial step towards the end of 2012.

If carefully observed, last year, the field of electricity in the financial "Test water" has 3 major events. August 2012, Ali Financial credit products for the general membership of Alibaba Open, members do not have to submit any security, mortgage, only rely on the enterprise's credit qualification, can be 24 hours "with the use of borrowed, with the loan"; in November, the BoE and the Bank of China (601988, shares bar), launched the " Supply chain financial Services, a project to improve the turnover of suppliers ' funds by taking the lead of the bank, and by the intervention of the banks, began to operate; December, according to Suning Appliance issued a notice, said it will sponsor the establishment of "Chongqing Suning Microfinance Co., Ltd.". At this point, the three major power companies have entered the financial sector.

The emphasis on financial services has become a tacit direction of power manufacturers. In September 2012, in the closing speech of Alibaba Net Business conference, Ma Yun said he will reshape Ali as platform, finance and data three business, the beginning of the transition is January 1 this year. In fact, back in 2010, Jack Ma has established Ali Credit, and rely on the internal credit system to create a new financial order, the data show that by the end of last year, the small loan business accumulated 28 billion yuan, for more than 130,000 small micro-enterprises, individual entrepreneurs to provide efficient financing services. Earlier this year, Alibaba split into 25 business departments, but Ali Finance and Alipay is not in the "surgery" range, the recent news that the two most important financial business, Ali, will be again this year to integrate.

Perhaps the huge cash flow from the electric dealer has given the green light to the burgeoning supply chain finance, and from the demand of suppliers, it seems that the electric business has a natural soil in financial services. On the one hand, most suppliers need to go through the process of capital turnover is very lengthy, turn cash into goods, and then through the Electronic Business platform to the goods into receivables, and then into cash. On the other hand, the Supplier sample and inventory ratio is roughly 1:8, inventory in the circulation process not only occupy a lot of money, but also there is a huge risk of falling. In the past, suppliers with tight funding chains had to take the "bank lending" route, now the electric business is able to provide a better solution, such as Beijing East is the business credit to the bank credit, suppliers can use very small fees to pay for the early settlement of the power, to achieve "by boat to sea", greatly improve the capital turnover. In this process, the electricity quotient actually played the intermediary the function, but the result is the win.

Keywords IPO

This year's electricity dealers are most likely a good year to go public. According to the industry's forecasts, Alibaba, Jingdong Mall, the two giants of the listing window, will be opened this year, and any customer prudential products such as a number of medium-scale electric operators, but also very likely to follow this wave of heat to complete the listing.

After the continued downturn in the capital market, Jingdong Mall announced the completion of the fourth round of 700 million dollar financing in the Spring Festival, with the Ontario Prov. of the Canadian Teachers ' pension Fund and the Kingdom holding company from the Prince of Saudi Arabia, the follow-up of these stable institutional investors means that the market is still bullish on the development of China's electric

In addition to the capital "blood transfusion", in last year's capital winter, the electric business enterprise by enhances the product gross profit margin, the open logistics and so on a series of measures seeks "the self hematopoiesis" the effort also clearly to be visible. Through the production line to Bangladesh, improve the supply chain turnover, such as a series of adjustments, where the goods announced in the four quarter of last year to achieve profitability, and is expected to achieve full-year profit this year, the CEO aged in the media interview optimistic that every customer has been able to their own hematopoiesis, the listing does not need any Similarly, Jingdong Mall this round of financing is not used to fill the sales promotion of the deficit, but will be mainly used for logistics system construction and other long-term investment. In an internal speech earlier this year, Liu expected Beijing to make a real profit in the fourth quarter of 2013.

The abundant cash flow, the profit pattern optimization, the industry prosperity, these favorable all have created the opportunity for the electricity trader to go public. After completing the fourth round of financing, the current valuation has reached 7.25 billion U.S. dollars, the industry generally believe that a short period of several big financing, coupled with Liu intensive adjustment of senior executives, many to Hong Kong Mihui Underwriters, the goal is to go public. And the Beijing east is facing the challenge, there is an "Empire" type of Alibaba, the latter has already realized profits, by outside investors generally optimistic. According to a new analysis by Morgan Stanley analyst Jordan Monahan, Alibaba Group's net profit for 2013 will reach $2.28 billion trillion, and 2014 's net profit will reach $3.55 billion trillion, and analysts believe it will be worth as much as $80 billion if Ali Group is listed this year. As a result, Jingdong is likely to catch up with Ali's listing window ahead of the market in order to seek the greatest benefit.