Vertical Electric Trader "light warehousing, heavy social" mode is favored by capital

According to statistics, 2012 years ago two months to disclose the investment case 9, investment amount of 102 million U.S. dollars, far below the 2011 investment level. For a while, "The Electric business Winter" is rife.

21-22 days, in the Second China Internet Investment Conference organized by the Qing Branch Group and the Forum, many well-known venture capital organizations in charge of the consensus that the 2012 China's e-commerce industry development will enter the consolidation, but is still in a rapid development period, the future is bright. and E-commerce Outsourcing service providers, "light" warehousing mode of electric business enterprises, social E-commerce enterprises and mobile E-commerce enterprises and other models of electronic business enterprises will be favored by the capital.

Electric dealers still spring

Eric Consulting The latest statistics show that 2011 China's E-commerce market overall transaction size reached 7 trillion yuan, an increase of 46.4%. It is expected that in the next 3-5 years, China's E-commerce market will continue to maintain a stable growth trend, the average growth rate of more than 35%, 2015 reached 26.5 trillion yuan.

Today is the capital of the winter, not the Internet, said Xu, capital's president. She is very optimistic about the future development potential of e-commerce industry, that the group of generations into a "heavy internet users" of the fact that the better development of E-commerce provides a convenient condition. "We feel that the electrical business is growing fast and that there is no winter feeling," Xu said.

Bu Junquan, director of Intel's investment in China, said the opportunity might arise when a swarm of them was gone, so the current low tide of capital from the electricity industry did not reduce the focus of capital on the industry. "If a good electric dealer exists, it can use its own business model to take the lead, when it needs money, why do I not vote?" ”

Erhai, managing director of June Lian Capital, said the development of electricity business was unstoppable. In the face of the basic facilities of 800 billion net shopping, users gather to increase the habit of forming a network brand is also gradually mature, e-commerce is required option rather than optional. Tianya chairman Xing said that China's Internet entrepreneurship and investment in the future has nearly 20 years of prosperity, he is very optimistic about e-commerce industry, and revealed that the Tianya will vigorously layout the country's tourism e-commerce, and launched Tianya tourist platform.

Although the electric business industry is developing strongly, it is now facing the capital of winter.

Xu that entrepreneurs can accept the current capital of the winter reality, as far as possible financing, to keep the cash flow to ensure that without the money can survive 18 months. Gavin, founder of the Qing Branch group, said that the current e-commerce is far from the harvest period, e-commerce areas of financing a large part of the spending on advertising, e-commerce enterprises should be more careful management of the funds. He also said that the 2014 was the time of the electricity dealers ' harvest.

Vertical electric business needs fine tillage

At present, the electricity market structure has been basically determined, the cat, Beijing East, Suning easy to buy, when, Bowser, etc. for the integrated electric business, where guests, dreams bazaar, wheat bags, red children, such as the vertical electric quotient, handle, the United States Regiment, F Group, glutinous rice and other group buy electricity quotient, basically each electric business enterprise all find in the industry in the position. And to be in the reign of electricity market must have a clear and accurate market positioning.

Cuvedon, managing director of the Qing Branch venture capital, said that several platform-like electric dealers have evolved from vertical electric operators, such as the creation of books and 3C. But in the long run, the vertical electric dealer website and Platform class electric dealer website has the advantage. Sino-Italian partner Liu Chaohen introduced, the letter in the vertical area mainly to see two points, first, pay attention to technical barriers and time barriers to the company; second, value the traditional field into the wireless internet and the field of the network to do vertical, that is, O2O mode.

The development of mobile electronic commerce brings new development space for the vertical electric quotient.

According to the survey data, 2011 China Mobile (micro-blog) internet market size of 39.31 billion yuan, an increase of 97.5%, and analysis that the rapid development of mobile E-commerce is the rapid growth of China Mobile Internet market is the main driving force. Last year, mobile-electric operators accounted for nearly 30% of the mobile internet market and are expected to reach more than 57% by the end of the year.

Yang Zhiwei, vice president of Jinsha Investment, believes there are three types of start-up companies that may exist. The first category of goods sales, the second type of sales lightweight services, the third category of major sales data.

Kosching, president of the online technology, said that the current platform-type electric business accounted for 60% of the entire electricity sector, while vertical e-commerce accounted for only 10% of the share, but also declining. In addition, the traditional industry began to nibble on the electric cake, in the past three years, the turnover is 1%, 4% and 12%, the data trend can not be belittled.

"Vertical electric business is the Red Sea, the opportunity is not much, before the platform class ' stumbling block ', after the traditional electric business pursuers, the future of the vertical electric business worry." "Kosching said.

Talk about the vertical type of e-commerce who can become a winner, Kosching said, first, do the top three vertical platform; second, more refined, marketing efficiency, user experience, etc. are more optimized, do "Mei". For the vertical category of electrical goods should be settled when, Beijing-east platform, KE-fine construction, "vertical class, although it is difficult to do, but still to do vertical electric dealers, rather than a platform for a business." "he said.

Industry insiders said that there is no strong backup group of vertical enterprises do not participate in the top of the electric business infighting, guarding their hands of a three-acre is the best choice to spend the winter of the electric business. Although the expansion of the major integrated electric companies will affect the market share of vertical electric dealers, but the vertical dealers sell more brands than all kinds of products, to maintain a good brand image will be a part of fixed consumer groups. If you do not want to compete for the position of the electric business giants, the vertical brand has enough business development.

The value of Electronic business service investment Highlights

Since 2010, e-commerce outsourcing service industry has been developing rapidly in the course of the explosive growth of e-commerce market. Especially in the process of traditional enterprise "net", the demand for professional IT outsourcing and operation outsourcing has increased dramatically. In addition, in response to the higher demand for logistics in the online shopping market, some logistics providers focused on E-commerce customers are also beginning to appear to meet the demand of small and medium sized electric operators.

According to Chinaventure group statistics, 2011 to date disclosed the electric business service industry (including IT outsourcing, Operation outsourcing and electric business logistics) investment cases more than 10, such as E-commerce outsourcing service provider in 2011, two rounds of financing, easy to accumulate network, E Store treasure in 2011 received a second round of financing, and Shangpai has so far completed the rounds of financing. The latest case is the mobile Shangye outsourcing network, in February 2012 to complete the B round of financing, investors including IDG Capital and lei (micro-BO) established shun for the fund.

From the macroscopic environment of e-commerce market, traditional enterprises "net" more and more, and e-commerce needs technology to build, day-to-day maintenance, operations management, warehousing and logistics, and many other links, the traditional Enterprise Pro-pro or face a lot of risks-before, the U.S. state's E-commerce website, "state purchase" failure is a precedent. Therefore, the third party service to the professional is the choice of higher cost performance and lower risk.

Industry personage says, because the electricity business service industry Doorsill is low, the market is in complete competition condition, lacks the outstanding project with core competitiveness. However, as there is no giant monopoly in the field, there are still many possibilities for the industry to compete in the future-if investors can lay out early and tap into a start-up with excellent genes, the return on investment will be substantial.

Under the intense competition of the e-commerce market, the electric business enterprise faces the pressure of raising income and reducing cost, as the cost of acquiring new users continues to be high, the flow gateway is the front end of the electric business chain, and the investment value is becoming the focus of the industry. According to Chinaventure group statistics, in 2011, a total of more than 10 E-commerce portal sites to obtain private financing, business areas covered by shopping to share the community, shopping search, price comparison Guide, rebate, etc., among them, social e-business has become a recent hot spot, Beauty said the third round of financing was completed by the end of 2011, while Mushroom Street completed its second round of financing this January.

Chinaventure Investment Group analyst Feng Po that the reason for social E-commerce is not only the role of the power of the electronic commerce flow in the entire chain of electric business, but more importantly, e-commerce and social networks, network marketing, after the combination of the huge imagination space. Advertisers ' demand for precision marketing and the space for innovation brought by mobile application technology have increased the attractiveness of social dealers to investors.