"Wanda rumors and the choice of traditional enterprises ' electric dealers"

"Meeting Background"

August 27 The industry has news that the commercial real estate leading Enterprises Wanda Will and Baidu, Tencent two internet giants together to form E-commerce companies, the exact message will be released in Friday, the three parties will spend 5 billion yuan to set up a new E-commerce company, of which Wanda shareholding 70%, Tencent and Baidu held 15%. There is no official response from the three parties.

From the point of view of the partners, Wanda is the king of China's commercial real estate, is also the leader of China's business chain, the annual income is basically around 210 billion, last year is close to 250 billion, this income is quite considerable; Baidu has a very strong flow of resources; Tencent, in particular, has a very strong mobile-internet gene.

Issue One, Wanda, Tencent, Baidu joint venture not? Fourth generation 2C Electric dealer

Moderator:

Facts are reliable but the incident itself is not reliable, Wanda to seek the development of the electric business is not a day, 2012 officially entered the electric business, last year set up a WAN network, on the line did not have much movement, including mobile end; at the year-end meeting last year and the two years ago, Wang showed a big determination to be a power dealer, But today Wanda's electricity quotient does not have the obvious improvement, the personal opinion: The professional person does the specialized matter, the traditional enterprise does the electric dealer most is not reliable.

"Reliable" side point of view:

1, the traditional enterprises will be transferred to the electrical business, and Wanda itself has a strong data support.

2, the joint essence of these three companies is: Wanda in the entity of a supply chain integration capabilities Baidu control of the search portal Tencent's customer groups, such a powerful combination of future imagination space is very large.

3, from Wanda's point of view, it hopes that the electricity dealers based on their own offline resources and offline people, through technology to the online, the cooperation Wanda accounted for 70% shares of Baidu and Tencent 15% of the way in line with Wanda's own development plan.

"Unreliable" side view:

1, Baidu and Tencent in the electric business development is not ideal, the provision of technology and flow can really produce a certain value of the complementary needs to be verified, three together in the electricity business innovation is unlikely.

2, when it comes to cooperation, Wanda is the ideal partner should be Ali, a line of the Giants a line of giants, but also to do commercial real estate, similar complementary points will have the prospect of development.

3, as a traditional enterprise, Wanda's internal culture is relatively conservative, for people from the internet companies to dig horns, it is more difficult to adapt.

Topic Two, Wanda, Suning, Gome, Yintai play

Moderator:

From 07 onwards, the first batch of traditional enterprises began to enter the business, these enterprises are to take out 50 million of the funds to recruit professional team, start the electric business strategy, but the basic failure to end.

And 09 years later, the second wave of power to enter the horn of the electric business sounded, the typical representative is the Suning Gome's intervention, as well as the establishment of the silver-Thai network.

Third Wave play, is 2010-2012 years, the traditional enterprises to enter the third wave of E-commerce, the transfer of nearly half of the equity to professional team, no longer seek absolute holding, no longer seek platform, but to take a common interest in the way, can do suppliers, began to pursue trading volume of security, but this step is rarely successful.

The latest wave of play, basically is the transformation of Suning and Wanda Electric Dealer's new strategy for the representative.

1, Silver Thai network no longer alone to do the electric business, and turned to Ali's bosom, began to build their e-commerce; this round is basically to sell a larger stake, to find a professional team to operate, but the dominant ownership of the equity holding in the hands of traditional enterprises.

2, gome that is basically follow the strategy: First look at the road less to do publicity, the benefits to the user a follow strategy, at present, still closely follow the platform on the basis of doing some fine-tuning, in the solution line under the integration is still difficult.

3, Suning basically in 2012 began to put online under the same price line online complementary strategy, this and Suning Zhang Total jindong to the electrical quotient of the high importance of the relevant; In the complete change of line online under the integration with the United States, have some difficulty.

4, Wanda do the electric dealer is a pseudo-electric, with million sinks net, want to main user large data is still online, pull people from the line to the line down consumption, this demand exists but whether it can bring the core users or to circle this batch of users, the possibility is not.

Topic three, Wanda Electric business Path, hemostatic rescue and large user large data

Moderator:

Wang refers to the Wanda Electric business model has three characteristics, is a large membership system, large data systems and high gold content. The following will refer to the application and the present discussion of the large data of Wanda electric business.

1, Wanda Business district has covered all aspects of life, including beer and Skittles, based on Wanda Living data calculation, accurate matching between consumers and businesses in this consumption relationship.

2, Wan Hui Network and mobile phone to achieve the end of the member information collection, for Wanda chain stores under the system of these industries accumulate capacity, expand membership card function.

3, free WiFi based on the realization of user electronic consumption, will be Wanda membership card into a information acquisition cards. Cloud computing's personal trajectory and consumption trajectory data in WiFi environments are all recorded in the database, which is a work of data collection for business itself or commercial real estate itself.

Situation：

1, WiFi utilization rate is low, data acquisition is difficult. This is one of the main motives for cooperation with Tencent, in the PC-side traffic and some mobile internet products (such as maps) distribution, and Baidu can generate reciprocity, and in the mobile Internet, of course, more hope through the micro-letter way to achieve Wanda electric business development.

2. The choice of traditional enterprise electric business. Suppliers, small and beautiful, platform, O2O.

Moderator:

Traditional enterprises to enter the status of electric business: Midwest is still groping stage, the traditional enterprises in coastal cities after a period of development, basically no longer seek to do the platform, but to find a professional team or on behalf of the operation, or with the professional team, through joint ventures or transfer of equity to form a benefit bundle, on this basis to do suppliers; Or choose the way of O2O, these are the current relatively large number of trends.

1, the way to do brand electricity (supplier model). On the one hand will establish their own small and beautiful channel, small and beautiful channel may be their own official website, may be a micro-shop, can protect their relatively stable profit margins, play the role of online sales channels.

2, the pyramid theory, the traditional enterprise, only the top of the pyramid has the opportunity to do their own electricity, the basic enterprises in the middle and lower level are among the suppliers to choose between, more and more channel expansion is an important trend, data kidnapping is a division of the operation.