Once a billion and Ma Yun's gamble has not fallen, this car is the richest man Wang said the game is canceled, and said if Wanda and Ali together to do electricity business, that invincible?
Will it be invincible? What do you think of Jing Dong? When do you think? Do you want to mix the salt generation of the Poly-American excellent product? Can the stock price of the product only be able to swish high?
Of course, the best understanding is that the theoretical strength is more for the public relations stunt to prepare; This is also Wanda's money to say an important support, the outside world know Wanda Electric power of talent, especially PR talent is more than 2 million of the public relations experts to find electricity.
Words since Wang's so-called internal speech and 5 billion to do the slogan of the electric dealer shout out, the relevant evaluation is quite a lot, whether it is optimistic or look down, all of the resources of the line under the strong description; So Wanda's line really strong? Can Wanda rely on the online counterattack line to realize the power business platform of the powerful dream?
Can be simple to analyze the next Wanda Power business dream of the enforceability of how much?
1, in the Business & department stores, Wanda is a loser
Wanda's commercial real estate is very cattle, everywhere in the country, if the next 10 Wanda is still in the dormant stage, then in recent years is Wanda and Wang harvest season ... With the layout of commercial real estate, Wanda's cinema system in China's film is a huge gain in the heat, so Wanda film will be in the lower reaches of the layout of the United States and even the acquisition of the U.S. hospital line, which is Wanda commercial real estate in the national distribution after the dividend.
But in the realm of quotient, there is no doubt that Wanda is a loser. It should be said that in the first-tier cities, Wanda's business Super field can be basically declared a failure, in the two or three-tier city may still have the power of a war ...
Wanda department stores and shopping malls, whether the introduction of Third-party or proprietary failure, on the one hand from the industry of the recession, on the other hand from the extensive mode of Wanda.
When it comes to the extensive pattern of Wanda, the classic description is, Wanda's high-speed development in the country is closely related to the term of the number one, so the project cycle of the Wanda Complex is 4-6 years, or even shorter; the industry's most popular jokes are Wanda's rush-hour, and even the legendary construction of a Starbucks café in order to lead the acceptance. ...
But a mature and competitive business complex can be done not only with speed and money, in Beijing, for example, Wanda Plaza, in addition to Office and theater, department stores and ultra and food are no bright spots; the more popular complex in Beijing is three Li Tun, Yue City, Blue Harbor and so on ... these projects may have a longer operating cycle, And more sophisticated in the field of operations.
Of course, it is said that in the two or three-line city, Wanda's Way and a first-tier city is not the same, after all, in the two or three-line city, Wanda in the convenience of investment and so there is a great advantage.
2, the electricity business is the money to fix everything?
For analyzing and interpreting Wanda's electric quotient strategy, Wang says Wanda's money has sparked a lot of media and media imaginations, and that the electricity industry is a capital-intensive business worldwide, but there is a saying that "money doesn't have to be good, but it's never going to change."
Wanda does have a lot of money, Wang said, "hundreds of billions of dollars a year, tens of billions of of the profits," sounds much ... But are these money "Wanda Electric dealers"? Can the owner of the money Wanda Power call?
Obviously not.
From the Amazon to Ali, from Beijing east to other living moisture of the electricity business, the initial period is not much money ... For example, Taobao, initially certainly less than ebay's money, but ebay was once Taobao hit run, such as Jingdong, once money than Suning and gome much less, but now is Su Ning and gome in an effort to catch up with the pace of Jingdong, so as not to completely lag behind ...
And for Ali and Jingdong, early morning money is less, but "change" ability, and rapid growth ability is their "magic weapon".
This, for Wanda, as well as other traditional industries to do electric business enterprises are the same, theoretically rich in fact is not just their respective electric dealer's money, as well as the top priority, although not hundred percent of input, these are including Wanda enterprises to enter the important shackles of the electric business.
If the theory of money, banks more money, but the banks do a lot of electric dealers on the surface, wool, not lose money are counted.
So the electrical business is not rich can play, the failure of the case abound, the real test Corps team is the "change" ability, also the city dream rate of popularity, you see Ma Liu's change ability determines their status and future.
3, the "winner-All" theory of the promotion and disillusionment?
In the electric business and the internet industry, there is a very wide spread of the joke is that you do a product, if the bat follow-up, it is to make the rhythm of Si.
This is the Internet's "Winner Take All" theory, on the one hand, this theory has a number of cases can be verified; On the other hand, while winners have the flow of money, the era of reliance on imitation and follow-all seems to be over. But the bat's "All in one" upgrade version is to invest or buy!
For example, Tencent shares in Beijing east, Baidu bought 91 and Ali shares of micro-Bo and Youku, are related cases; But this is the winner-take-all theory, but also fully explain the disillusionment of the theory, no one can take the line and the industry chain.
Wanda is actually the same logic, bullish on Wanda's opinion that Wanda has N House Department n House and so on, but also has a lot of passenger flow; But before the article has described, in many regions, especially North Canton, Wanda's department store competitiveness is basically zero, the competitiveness of the theater is not bad, but for example, the real estate industry strong, Wanda is not strong enough in the field of commodity circulation and is not big enough, basically is a "loser"!
For Wanda, the electric dealer may be a big investment but not a high return on the project.
The so-called three-year profit statement is also not reliable, whether it is the Amazon or Taobao or Beijing East, have not realized the profits of the electricity quotient, as for Wanda, is only limited to YY.
In general, the dream of the electric power business powerhouse Investment 5 billion is a gimmick, this 5 billion will certainly include a lot of offline costs, not just online costs; plainly, Wanda is not an internet company, through the line of the transformation line on the path is not clear, and through the line to change the line, Is the tide of the time that is taking place.
Of course, this does not mean that Wanda has no chance in the electric business, to raise a chestnut (can eat), we can see the reliable?
1, Wanda can be a Wanda department store to sell to Ali or any other electric dealer, very cheap to sell, the big electric dealers dragged into the mire under the line;
2, Wanda Hospital line, you can consider buying a cat's eye or a O2O, such as the app, or even simply mergers and acquisitions of watercress, which for Wanda Film and Television Entertainment has a direct impetus
3, As for Wanda Electric business platform should give up, simply buy a few vertical electric quotient, start from small, to quickly hit the point of the pavement, perhaps can create a new situation; but this must be cast off Wanda's aura, can be capital, but obvious must not have a connection.
Perhaps this can complete Wang's electric business dream.
So, what do you reader think?