Vertical electric business Life and Death Bureau: money is the king

"From now! Who let people flow big! "Always big Mouth" Dangdang CEO Guoqing made an important decision: Dangdang Book and department store category will be fully settled into the day Cat Mall. In "Singles Day" electric Dealer big promotion is coming, guoqing move quite some helpless, he claims, Dangdang will focus on books, daily necessities, baby supplies and clothing four areas, no longer carry out new category expansion.

Compared with the platform electric quotient of the deep and rich, only to do a subdivision of the field of the vertical electricity business day is obviously more sad, they have chosen the platform with the Electricity Quotient Alliance: In addition to Dangdang, where the customer Prudential products, Lok Bee network, excellent purchase network and other well-known vertical electric operators also began to cooperate with the platform.

As Guoqing said, now is the electric business of the great winter-and, more is the vertical electric business of the great winter. However, only in the cold and windy winter, to be able to screen out the preparation of high-quality electrical business, and only at this time, the universal law of the market will be paid attention to whether a company has long-term value, or depends on its profitability.

In the dotcom bubble of 2000, people valued Internet companies based on web browsing and users rather than net profits, which turned into market dream rates, and when the bubble burst, profitable companies survived and developed.

10 years later, people also "invented" another unreliable indicator "market rate" (the company's market value/operating income) to measure the values of the electricity quotient, which also forced all the electric operators on the narrow road of expansion, until found this is a dead end. In the 2012, some vertical dealers first reached the limit of scale expansion. Hit a badly beaten, sober up they began to return to the essence of business, just like every guest, began to seriously think good products, to win profits. History is always strikingly similar, and perhaps 10 years from now, when counting the survivors, you can say, "You did the right thing."

Return to the Essence

For the aged, 2012 was the most placid year of his five-year creation of the goods. In this year, the electric business industry has taken several large-scale battles, but the war on either side of the camp can not find the figure of every guest, so that people even think, has been extraordinary every guest, now really go to mediocrity.

Aged in the dark exerting force. October 31, every guest investor, Qiming venture partner Gan Jianping revealed that all the guests are ready to go to the U.S. listing, are choosing to submit a prospectus timing.

"We are really ready, after all that time last year, but the key is to look at the capital market." "What I'm most concerned about now is profit, which will be profitable in the fourth quarter of this year," he said. Although we are not profitable all year round, we will work towards this direction next year. He habitually "hei heh" low smile two.

This is not last year, the heroic dry cloud, claiming that five years will every customer to achieve the size of 100 billion yuan old, is no longer the claim to buy Louis Vuitton and converse of the old, for the garment industry has hundreds of years of accumulation, as a subversive of the age began to have a fear of the heart. This year, he spent one months, focused on Anta, Sen Ma and Nine Pastoral King (601566, shares bar) and other domestic excellent clothing brand manufacturers, learn their advantages. "Traditional brand manufacturers are worthy of our reference is too much, such as the quality of the focus on the supply chain integration." We will take their long and make up our own short. ”

However, he has targeted the Japanese fashion giant gifted Uniqlo. Until now, he remembers his strategic partner, Toray, who visited the Uniqlo in Japan. Just walked into Toray company door, he also thought since is Uniqlo partner, estimated first to give him a look at clothing. The first thing to see is a bicycle, puzzled by the old hand weighed, can not help but take a surprise-this bike is even lighter than an ipad. Then he saw a tennis racket that was lighter than a piece of paper. "Now I know what the core competencies of Uniqlo are." He found that the research on raw materials by European, American and Japanese brands was unmatched by Chinese apparel (000902, share) companies.

Then, Anta chairman Dingzhizhong gave him a Bo. At that time in the old office, Anta executives to their bosses to tell their boss how to do good brand marketing, Dingzhizhong is a sudden: "Do not sell the customer is not the product?" ”

"I think he said very right, our brand core or product, High-quality products plus good service is the core of the brand." Without these, the brand is nothing. He has a deep feeling. 2012, where the customer cut off is not good at home appliances, digital, department stores and other categories, focus on creating the competitiveness of clothing.

With a rain, Beijing, the lowest temperature in the blink of an eye to the zero or so, down jacket sales season has to, where the vice President and the Fifth Division head Chen will be busy for a while. If it was officially started last year, this year would be the second year for every guest to do a down jacket. Chen with Toray, the introduction of more lightweight down jacket, he set his benchmark in Uniqlo and the world's largest down jacket brand Bo.

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