Wanda does electric quotient analysis B2C/O2O all encounter difficulties

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A long time ago, when I joined the fast-track theory, I said: "Wanda has no experience to accumulate, no one can recruit." Although Wanda does not have the electric quotient gene, but Wanda has the rich, the money has the electricity quotient growth the most basic condition. There are many means to enter the field of electrical business, Wanda does not necessarily have to build the electrical business. This sentence was quoted many times by the media, and today I have a complete discussion about Wanda's views on entering the electric business.

The admission time is too late.

I said above, although some superficial, but there is no mistake, now do large electric dealers must be rich, because the electricity business not only marketing burn money, price war burning money, the establishment of warehousing logistics more burning money. Wanda, although rich, but rich enterprises have gone, Wanda although there is a background of resources, but there are a lot of resources and background of the enterprise, the national team I buy nets, mail music network, Cntv Mall is also to background background, to have money, to resources have resources, the power of the site, but the reality is that they are not inflow.

First of all, Wanda admission time is too late, the electric business giants in the continuous competition process, has established a towering industry barriers. In terms of brand awareness, infrastructure and so on, Wanda has been difficult to catch up, perhaps warehousing construction, website construction for Wanda is small, but brand building is a long road. In fact, the most difficult to establish is the supply chain, supply chain integration and management is the most core of the electricity business enterprise infrastructure. Although Wanda has the experience of chain stores, it is not easy for the dealers to calculate the SKU in millions.

Some people may say that the building is not good, then Wanda will buy it. Let's see, Eric. The recent release of Q3 of the major electric manufacturers of the market share, the cat occupies 54.6% of the market share, Jing-dong 21.8%, Tencent 4.5%, Suning easy to buy 4.2%, Amazon China 2.9%, Bowser net 2.1%, where 1.8%, when 1.3%, 1th shop 1.2%, Only product will 0.9%, new egg net 0.8%, other 4%. The list of each electric dealer is a goal, the top 11 companies occupy 96% of the market share, but the first 11 companies are basically owners.

First look at the cat, Jingdong, Tencent Electric, Suning easy to buy, Bowser, the five will never sell, the possibility of being acquired is slim.

Then look at the foreign-controlled Amazon China, store 1th, the new Egg net, which Wal-Mart has only just holding the 1th store, will not be sold. Amazon will not give up Amazon China. The only possibility is that the new eggs, but the possibility is not small, and the new egg nets only 0.8% of the market share, even if acquired, the actual effect on Wanda is not big.

Then see when, where guests, only goods will these three, which when, only the goods will just listed, and the recent only goods will be in the limelight, will not be a Wanda acquisition privatization. And where the customer is to do the electricity commodity card, and Wanda expects the comprehensive electric business does not match, so the possibility of acquiring customers is not big. Then only when, at present, when the market value of only 337 million U.S. dollars, Wanda has the strength to swallow when, but when the attitude is not easy to say, and when the relationship with the United States, if Wanda shot, Gome will be worthy of attention.

In summary, Wanda's admission time is too late, now since the construction of electricity dealers is not easy, the acquisition has been basically no chance. Well, I'm sure someone will say Wanda has commercial real estate, hotels, cinema lines, chain stores, tourism, five major business, Wanda to do is the local life service, is O2O. Let's explore the O2O market for local life services.

O2O Market lacks foundation mobile end has no resources available

Do O2O need to have three major foundations, business resources, SNS (mobile Internet + Internet), payment tools.

If Wanda Main O2O, business resources for Wanda is not difficult to solve the problem, the most basic can use tactics to push, sweep the street. To be quick, you can buy pudding coupons, Tintin concessions, God shake and so on have some merchants have accumulated to do the local Life service app mobile internet company. The current local life Service market competition is fierce, Ali, Tencent and other big guys come into the future, small and medium-sized enterprises to win, if there are gold owners want to buy, the price is appropriate, there will inevitably be an exit. Therefore, Wanda main O2O electric business, business resources is not a problem, but the other two problems are grim.

In SNS field, Wanda basically is 0 accumulate, if want to do well O2o,sns resources indispensable. I have been in the article "Ali investment Sina Weibo is not only aimed at confrontation with the micro-letter," said micro-credit and micro-BO information flow quality is higher than the public comment, the public comment on the flow of information only longitudinal message transmission, and micro-trust and micro-Bo not only have longitudinal information transmission, as well as horizontal information dissemination, which can greatly enlarge the value of the flow, This is the business value of mobile socializing. SNS do rely on the O2O information flow spread will be magnified several times, commercial value will be magnified several times. And the public comments, such as pudding coupons such as the main O2O information flow of enterprises and have SNS to rely on the O2O enterprises, competitiveness will be much worse. If Wanda abandon SNS thought, concentrate on doing simple O2O also will encounter the most serious problem, that is Payment tool.

The basics of being a power trader have already seen the importance of payment tools, which is why the industry has more and more participants. O2O not only includes local life services, but also includes the convenience of payment, such as utilities, gas, and other services such as car rental, hotel flight reservations. To make a big O2O, only the flow of information and no money flow certainly not, so Wanda can not do without payment tools, the current payment field Alipay a single big, Tenpay followed, and also UnionPay, quick money and other participation in the competition. To get Wanda to apply for a payment licence, to build a payment system, that takes a long period of development, and the acquisition of quick money may be a good option, but this kind of low payment tool for ordinary consumers has little practical effect on Wanda's development O2O.

Based on the above reasons, personally think Wanda do O2O also not very strong competitiveness.

Suning is Wanda's benchmark Wanda wants to do is what Suning is doing

In fact, Suning is Wanda's benchmark. Jindong and Wang are both domestic and influential people have the status of a successful businessman with background. Wanda has commercial real estate, Suning also has, Suning has to do real estate project subsidiary Suning home; Wanda has hotels, Suning also has a hotel, Suning headquarters opposite there is "Novotel Suning Galaxy" (a number of nationwide); Wanda has a cinema line, this suning is really no, Wanda has a department store, this suning absolutely have, Su Ning is not only the electrical appliance, the transformation of the store to Suning Super Store began to operate department stores, but also launched an international stylish shopping mall, Wanda has a tourist vacation, Suning is also the introduction of easy to buy tourism vacation services, Wanda in the country to build Wanda Plaza, Suning is also building around the country suning Square. Wanda used to have a football team, this suning will not be compared (joking).

Look at the above comparison, Wanda and Su ning some similar? Wanda want to do is what Su Ning is doing, the current suning easy to purchase has successfully entered the first camp, can be said that Suning easy to buy success. In addition, Wanda to do O2O, do not think, suning must be secretly push forward O2O plan. Suning did a lot of electricity to pay a great price to achieve today's results, and Wanda than Suning three years later into the electricity quotient, pay the price will be even greater.

Conclusion

The above is based on Wanda want to do business or O2O platform based on the analysis, in this premise, not very optimistic about Wanda to do electricity. If Wanda only wants to be a yintai-scale electric dealer, personally think this is not too difficult for Wanda. The prototype of the Business-to-consumer pattern has been formed, it is very difficult to have a new rise of the business-to-consumer to kill into this camp, Wanda can not do. O2O market is full of unknown, Wanda has the opportunity, but Ali, Tencent's foundation is better, the possibility of a final victory is greater. Above only for personal humble opinion, or very look forward to Wanda Electric business can give the industry surprise. (Text/Wang Liyang)