U.S. Chamber of Commerce in Shanghai warns U.S. companies in China

On March 4, the US Chamber of Commerce in Shanghai issued an early warning to US companies in China that the days of these U.S. companies in China are expected to get worse over the next five years. The main reason for the crisis is the slowing growth of China's economy and the growing strength of its domestic rivals.

The warning has just been issued, and the global electricity giant, Amazon, is acting indirectly.

Just last night, Amazon unexpectedly in the Cat international opened shop!! You know, as America's first big electric dealer, Amazon and Ali that is a dead opponent, before the "competition" gun fire constantly.

According to media reports, this cooperation is the Amazon Global BD responsible for the promotion of China's leaders and the cat high-level communication docking.

Earlier, Ali and Amazon dispute constantly, especially last year, around Cross-border electric power, both sides artillery fire was very fierce. In my opinion, this time also means that the Amazon in China still acclimatized to the cat head, even if only temporary.

First, let's take a look at the events of the Amazon and the sky cats over the years.

In the 2013, the industry began to vibe that Amazon might be in the sky, but in the end it was just rumors. By November 2014, Amazon's Kindle official flagship store was officially online, meaning Amazon was officially forced into the cat. In the previous September 2014, when Ali was listed on the NYSE, Mr Ma said he would not rule out a joint venture with the US Amazon.

It can be said that this time the Amazon fully settled into the day cat is the case. There is no doubt that for the two big electric power giants, the cooperation between both sides have their own abacus, the Amazon is not a sick cat, Ali is not a good crop. Let's look at the selfishness of the two sides in cooperation.

For Ali Tian Cats, Amazon's entry allows them to learn about Amazon's global supply chain management model, as well as bring richer international merchandise to the cat, and further remove barriers to accelerating globalisation. Moreover, in terms of public opinion and influence, but also to Ali, the U.S. electric business giants into my under the under, how is also a face-saving thing!

For Amazon, the days of the cat precipitated a huge amount of user data, which Amazon does not have in China, Amazon chose to enter the sky cat, through the cat's user data to analyze and study the Chinese consumer's shopping preferences. Of course, the most important thing is to help Amazon further its business in China, which has always been the focus of the Amazon, but the Amazon has not been doing much in China. On the issue of face and lining, Amazon chose the core of the business.

On the whole, Amazon walked through the cat, and the cat went through the Amazon. Both sides. It can be said that this is the cat last year "double 11" globalization, Prince William see Jack Ma with the British brand into the cat, as well as the days of the cat in various countries after the design week, another sign of the global landing event.

In fact, as a competitor to come into the sky cat is not the Amazon family. Back in 2012, when the cat was settled in. At that time, when Big boss Guoqing on Weibo said: "From the." Who gives people a big flow? "2013, Gome Electric business platform Gome online and shop number 1th are also settled in the sky Cat."

Data show that there are now hundreds of independent web sites in the cat. Amazon, when, Gome, 1th stores, Costco, Fresta, Sam's club, etc. are coming, then ebay, Jingdong and so on will come, this is not unexpected. Moreover, Ma Yun in Wu Town World Internet Conference, had been in front of the Jing Dong Liu Face said, Ali is in order to nurture more like jingdong such enterprises. I think, in the future, there will be more and more vertical electric operators fully settled into the day cat, do not believe to walk and see!

Because, business, only the eternal interests, no absolute opponents. The big power companies have chosen to put their rivals on the platform of the cat, because they can bring tangible benefits. Last year, for example, Costco Wholesale Corp., which settled in the city of Cat International, sold more than 40 million yuan in its first month of operation. Real gold and silver, any person will be echocardiography.

Finally, I would like to say that, through the Amazon into the cat, it also means that the electrical business pattern is also quietly changing.

First, as more and more electric dealers settled into the cat, the integration of the electricity business began to come, the industry reshuffle began to intensify, such as the Beijing-east and other vertical electric operators may become more and more isolated.

Second, Amazon's entry, but also enhance the Ali global supply chain competitiveness, embodies the Ali Ewto process acceleration. The so-called "Ewto" is Ali to become a global SME platform to help small businesses around the world. Oh, although a little ambitious, but in case of realization!

Third, Amazon's bow to the cat also shows that it has transformed its strategic thinking in the Chinese market, using a more grounded approach to attract consumers. This is also the Beijing east has been worshipping Idol-Amazon's bow, I do not know how the BoE will feel? The future of the Amazon, Jingdong, such as vertical manufacturers will continue to the platform-type electric Shang Ali bow, or unknown? But everything is possible!

"Concluding remarks": A cold reflection on the common problems of overseas giants

Originally, the article ended, but through the Amazon today, let people in China's internet companies (from the original ebay, Yahoo to Google, and then to Amazon) feeling.

Objectively speaking, Amazon China's annual sales may have exceeded tens of billions, but also a lot of growth. But Amazon China is still a bit slower than the overall growth rate of China's electricity dealers. Amazon China in China's electricity market is too stable, so that he missed the rapid growth of horse racing opportunities. Moreover, China's big Red Sea lack of industry rules, all kinds of chaos, such as price war, advertising war, and so on, Amazon China, although "outside", to avoid vicious competition also missed the opportunity.

Of all the American giants like Amazon, China is a place that needs to be treated differently. In the product, the market and so on level, does not have too many words right.

Sad cry! Can not avoid the disease of transnational corporations, hope also give a trace of the later to alert and learn from. This is also the Amazon in the days of the cat brought us inspiration.