2016 What Is The Retail Business In The First Half Of The Year That Deserves Our Attention?

Ten major incidents of retail electricity supplier in the first half of 2016

Network in the first half of 2016

Accelerate development.

The new trend of electricity supplier appears: net red reinterprets fans economy, live + electricity supplier has become a new shopping guide, content electric business activation of personal IP value and so on.

Therefore, the e-business portal and the Internet + think tank, the China Electronic Commerce Research Center (100EC.CN), took inventory of the ten major events of retail business in the first half of the year:

Retail business fans economy

[event] beauty said mogujie.com merged to warm up as "straw"?

Summary of the events: in January 11th, the two largest female e-commerce beauty in China and the announcement of the merger of mogujie.com.

Mogujie.com and beauty said they were priced at 2:1, and the new company was estimated to be nearly $3 billion after the merger.

The merged new company is held by mogujie.com CEO June, and it is beautiful that CEO Xu Yirong will only be responsible for the beauty of the Higo sea.

After several months of merger, June formally announced the new group as beautiful union group in June 15th, and CEO will become the new group.

At the same time, the beautiful united group also announced this year's new strategy of upgrading women's consumption.

Concern index:

Expert comment: Mo Daiqing, director of the online retail department of the China Electronic Commerce Research Center, said that the development of the female market is somewhat saturated with the exception of mogujie.com, beauty, vip.com, jumei.com and so on.

Coupled with the extrusion from big business platforms such as Tmall and Jingdong, mogujie.com's beautiful model is not impossible to replicate, and breaking through is not easy.

Therefore, it is very important to have the core competitiveness that is not subversive.

Mogujie.com beauty said that after last winter's killing, it did not usher in the market recovery in 2016. At the same time, the combination has more advantages than resources and operations.

Event two] electricity suppliers have privatized and return to A shares.

Summary of events: on the night of February 17th, jumei.com announced that it received every ADS 7 dollar privatization offer, and the privatization price was 27% higher than the recent 10 day average price. At the same time, according to the announcement of the buyer's consortium, including Chen Ou, Dai Yusen and Sequoia Capital, the buyer's consortium accounted for more than 90% of the voting power.

Mcglaughlin announced in the evening of April 14th New York time that the company's foreign tradable shares would be fully acquired, so as to complete privatization and withdraw from NASDAQ.

Dangdang announced in May 31st that it would reach a final merger agreement on privatization.

Chairman Yu Yu and CEO Li Guoqing and so on "buyer group" will be 1.34 yuan per ordinary share, equivalent to the US depositary share of $6.7 per share cash acquisition of all the shares issued by Dangdang.

Concern index:

Expert comment: Mo Daiqing, director of online retail department of China Electronic Commerce Research Center and senior analyst, said that the total amount of privatization offered by the stock companies in 2015 exceeded the sum of the past 12 years. Mcglaughlin and Dangdang have announced privatization.

At present, Qihoo 360, Air Media and Taomi have reached the final agreement on privatization. Chinese hand games and Shanda games have been delisted, and giant networks and Focus Media have been listed on A shares.

In view of this, US stocks continue to be low, and privatization of A shares has become a trend.

In addition, Lin Xiaofeng, the research fellow of the China Electronic Commerce Research Center and President of the daily network, said that at present, there is no lack of funds in the country and lack of good Internet theme companies.

To embrace the capital market in China is also a policy to encourage innovative enterprises in China's capital market.

This will greatly help the future development of enterprises. Otherwise, most of the long-term development of Internet Co which rely solely on US dollar fund financing channels is very limited.

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[incident three] Ali's 2016 financial year paction 3 trillion behind deep thinking.

Summary of events: in March 21st, Alibaba announced the 2016 fiscal year.

Transaction volume (GMV) exceeded 3 trillion yuan.

Alibaba said WAL-MART used 2 million 200 thousand people for 54 years to become the world's first retail platform, and Ali only used 8000 "small two" in 13 years to achieve this commercial volume efficiently.

This means that the traditional business era has come to an end, and the new Internet economy has been born.

Concern index:

Expert comment: Cao Lei, director of China's Internet + expert and China e-Business Research Center, said Ali will further squeeze the market space of other retail e-commerce platforms, and even the "survival space" of small and medium-sized businesses.

The jungle rule effect of "winner takes all" will be further revealed. The diversified health pattern of the entire electricity supplier industry is still a long way to go.

After having such a "Big Mac" volume, Ali business platform must continue to maintain its strong growth momentum in the following three aspects: first, "sink" (rural electric business), "go to sea" (cross border electricity supplier), "consumption pformation" (intelligent hardware, consumer finance); secondly, further play a good synergy with the "rookie network" and "ant gold suit", and the three big ecosystems "three swords", so as to avoid their array and internal consumption.

In view of the fact that WAL-MART used 2 million 200 thousand people to become the world's first retail platform in 54 years, Ali only used 8000 small 2 to achieve the volume of business efficiently in 13 years. This view, Cao Lei said that it is not scientific to compare the two and come to the conclusion that "the traditional commercial era has come to an end and the new Internet economy has been born".

[incident four] car easy to shoot exposed industry problems second-hand car business hard ahead

Summary of events: 315 party exposure, the car is easy to shoot "buy no difference" as the theme, but in fact its parent company has two different auction sites, that is, car easy to shoot and car replacement.

The car patters are open to buyers only, and vehicle replacement is only open to sellers, cutting off the possibility of mutual communication and information exchange between ends.

In this case, the auction prices of the same car on the two different websites are different from sellers and buyers, and sellers can see that the auction price is lower than that of buyers.

Where did the difference in the middle go?

Concern index:

Expert comment: according to the monitoring of enterprise database of China Automotive O2O network (www.100ec.cn/zt/qch/), in recent years, with the penetration of the Internet in the automotive industry, the traditional mode of buying and selling cars is also changing quietly. The vertical automobile media and distributors have produced the integration of each other. The business mode of the automobile business led by the host plant is gradually forming, which is mainly divided into the following two categories: (1) comprehensive platform: music, Jingdong, Suning, Gome online, eBay and so on; (2) second-hand car business: Automobile home, car easy to shoot, good credit shoot, safe and good car, car set up treasure, everyone car, melon seed used car, good car worry free.

As the automobile business and car dealers, the closer the dealer, the automotive electricity supplier will soon enter the 3 era.

Mo Daiqing, director of online retail department of China Electronic Commerce Research Center and senior analyst, believes that the current second-hand car trading market is still a seller's market. Many of the owners of high quality vehicle sources are reluctant to inflow vehicles into the second-hand car market because they are worried that they can not sell the good price. The supply side and the demand side are not balanced.

The development of a market in a leaping way must be a buyer's market.

3) in the future, we should start with expanding consumer demand and standardizing the market environment. We should increase offline stores, do after-sale services and other offline services, combine online and offline, and enable users to have a better experience.

[event five] cross border electricity retail import new tax system twists and turns follow-up policy still game

Summary of events: in March 24th, the three ministries and commissions of the Ministry of finance, the General Administration of customs and the State Administration of Taxation announced that China will implement the new taxation policy on retail import of cross-border e-commerce from April 8th and adjust the postal tax policy.

Cross border e-commerce retail import commodities will no longer be subject to postal tax on postal items, but customs duties and import value-added tax and consumption tax on goods.

Hair / direct pportation platform mode (Ocean wharf, dolphin Village), self run B2C mode (Amazon sea outsourcing, No. 1 sea purchase), self run direct mining mode (NetEase koala sea purchase), "self run + contract production line + bonded shop" (Su Ninghai outsourcing), overseas direct mining mode (Jingdong global purchase), shopping guide / rebate platform mode (55 sea panning, what is worth buying), M2C mode (Tmall International), overseas merchandise flash sale mode (jumei.com sea outsourcing, vip.com global sale), cross-border O2O mode (excellent box network, ocean cube), comprehensive cross border small language mode (along the Mall) and so on 11 kinds. According to the "China cross border import electricity supplier development report" compiled by the China Electronic Commerce Research Center, the current cross-border import e-commerce business models are: overseas purchasing platform mode, such as Taobao global purchase, direct

In May 24th, the State Customs General Administration issued a notice to decide that the implementation of the cross-border electricity supplier policy of the bonded mode and direct purchase mode will be postponed for one year, that is, before May 11, 2017, in 10 pilot cities, the relevant requirements of the two categories of "customs clearance" and "positive list" for the sale of these two types of cross-border electricity suppliers will not be implemented.

Concern index:

Expert comment: Sun Yanliang, the research fellow of the China Electronic Commerce Research Center and the founder of a good strategy, said that, in general, the new tax policy for cross-border electricity supplier tax reform will expand the scope of Taxation and raise the tax intensity, which is a challenge for the cross-border electricity supplier enterprises and platforms. It is also an opportunity. Under the regulation of tax and price levers, the cross border electricity supplier industry pattern, main structure, commodity structure, warehousing and logistics mode, cross-border business improvement and consumer behavior will have a greater impact, which is conducive to large-scale, standardized and innovative development of the industry.

Mo Daiqing, director of online retail department of China Electronic Commerce Research Center and senior analyst, believes that the new deal will be postponing for a year, giving cross-border electric providers some space to adapt to the adjustment.

More companies will concentrate on building brand and increasing product category.

Delay does not mean loosening, so it can not be slack.

[event six] honey wash down to reflect the ups and downs of cross-border import business

Summary of events: in April 2016, when the cross-border electricity supplier was in full swing, it was once the leader of the industry, the sweet scouring net called "sea scouring vip.com", but it came to a close in silence.

Honey Tao once had a lot of scenery. When stronger competitors entered the field, such as Tmall, Jingdong, vip.com, Amazon China, Suning, jumei.com and other integrated e-commerce providers, such as the honey bud, NetEase koala and other vertical e-commerce providers, the honey net began to lack stamina.

In cross-border electricity providers have started a price war, the honey net is limited by the C round of financing which has not yet reached the accounts, unable to meet the challenge, and the pformation is not enough, and is on the verge of bankruptcy crisis.

Concern index:

Expert comment: Mo Daiqing, director of online retail department of China Electronic Commerce Research Center, and senior analyst, believe that the honey imported cross-border electricity supplier has gone through a period of barbarous growth.

It is particularly important for enterprises to concentrate on building brands and enriching the types of goods.

In addition, we should continue to think about the factors such as user retention rate, repeat purchase rate and gross profit margin.

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[event seven] Jingdong 618 quality Carnival Game

Summary of events: in 2016, "6. 18" appeared to be more distinctive. It was the first collision between the ASU group and the "Beijing Teng group".

In addition to Jingdong, Tmall, Amazon China, suning.com, Gome online, Dangdang, flying business, No. 1 store, vip.com, honey buds, and many other electric providers join the "war".

"Live + net red + electric business" has become a bright spot.

Jingdong and NetEase cooperate to report 618 war situations, such as various activities, logistics, etc. by webcast. Ali Suning 618 builds IP products.

To create fans carnival, live broadcast, football and so on.

Gome online live with Dragon Ball live cooperation, ushered in the most beautiful "parity officer".

In addition to "net red" Secretary Xu Haiyong for suning.com live "endorsement", suning.com 618 will also "live + net red + electricity supplier" new mode to the end, playing fans marketing.

Concern index:

Expert comment: Cao Lei, director of China's Internet + expert, and China's e-commerce research center, said that the collective business like "double eleven" and "618" is a frequent promotion. The whole electricity supplier industry should develop healthily and continuously. We should also pay attention to the "four balance": 1, the balance of effective competition in the market; 2, the balance between supervision and support; 3, the balance between online and offline; 4, the balance between the platform and the seller and the interests of users.

Mo Daiqing, director and senior analyst of the online retail department of the China Electronic Commerce Research Center, believes that along with ALI 5 billion 370 million Hong Kong dollar holding Yintai, 28 billion 300 million strategic investment Suning, Jingdong 4 billion 300 million yuan to join Yonghui supermarket, BAT all through the self construction or acquisition of O2O assets to expand the army under the line, the integration of electricity providers and traditional retailers is more and more obvious. Whether it is "618" or "double" 11, the traditional retail enterprises also join in, and the entity business fully uses the Internet to change the business mode.

The two sides will cooperate with each other in the future and give full play to their respective advantages so as to further the development of the national economy.

Net red model is expected to guide a new young people's lifestyle.

Net red is not only entertainment, but also has great imagination for business promotion.

In the new era of net red economy, through deep integration with live broadcasting and net red, the electricity supplier can not only attract high fidelity fans, but also spread the influence of brand players through social live broadcasting.

[event eight] Jingdong WAL-MART strategic cooperation: China's version of "Amazon +" online version of "WAL-MART" can wait for the future.

Summary of events: in June 21st, Jingdong announced that WAL-MART had deeped strategic cooperation in China. Jingdong issued nearly 145 million shares of class a common stock to WAL-MART, about 5% of the total number of shares issued by Jingdong. The real owner of No. 1 shop has also become a strategic investor of Jingdong, while APP has acquired the main assets of 1 shop third platform 1 mall, including the brand, website and APP of "1 store".

Enterprise database monitoring shows that in recent years, under the impact of the electricity supplier, the traditional department store industry is facing challenges of varying degrees. (1) traditional business superclasses are changing in order to adapt to the changes in the Internet Age: (W) traditional business superclasses: Wanda Department store, Yintai, Tianhong shopping mall, Wangfujing, big business group, new world and so on; (2) traditional supermarket categories: good neighbours, big ROFA, red flag chain, Yonghui supermarket, Hualian Supermarket, family, Shun Feng hay guest, Mei Mei Mei, Mei Yi Jia, and so on; (3) overseas super class: Carrefour, WAL-MART, Lotte, Taghit, hakdor, Tesco, Metro, Messi general store, Sam and so on are all in the power business. According to China Shang Chao Department Store O2O net (www.100ec.cn/zt/shchO2O/)

Concern index:

Expert comment: Mo Daiqing, director of online retail department of China Electronic Commerce Research Center and senior analyst, said that from the perspective of the electricity supplier industry, the confrontation between the former "assu group" and the "Jing Teng group" has evolved into a "quantity" between the assu group and the Beijing Teng wo group, and their respective teams under the two camps will become clearer.

"Jing Teng Wo Group" came together because of common competitors, strategic coordination, and the two sides have a common competitor "ASU" in the case of seeking to break the situation, tied up the Ali system of a dominant company, to avoid the dominance of the electricity supplier industry.

[event nine] Britain's "off Europe" cross-border import electricity supplier is short favorable.

Summary of events: in June 24th, the British referendum on whether Britain continued to stay in the EU was settled, and "Optima" was won. Britain became the first country to leave the European Union.

Affected by the impact of global stock market volatility, the pound fell 10%.

For domestic cross-border electricity providers, there are a few unhappy families.

At present, China's main cross-border import business includes: according to the monitoring of enterprise database of China's www.100ec.cn/zt/haitao, the cross border import business includes: 1) integrated platform type: Tmall, Jingdong, vip.com, Suning, Amazon China, jumei.com, No. 1 store, cloud monkey network, all the best products, etc.; 2) vertical electricity supplier: Honey bud, street honey, NetEase koala, XY and so on; 3) mobile electricity supplier: Hai MI, excellent box net, 4) community electricity supplier: Xiaohong book, 5) recommendation / shopping guide type: what is worth buying, 55 sea scouring.

Concern index:

Expert comment: Mo Daiqing, director and senior analyst of the online retail department of China Electronic Commerce Research Center, said that the "British off Europe" time resulted in the depreciation of the pound, which resulted in a reduction in purchasing costs in a short period of time.

Cross border business in the UK and Europe can be further developed.

After the United States, Japan, Korea and so on, it has become a hot market.

In the long run, there are still many unknown factors, and the electric business needs to be adjusted flexibly in the area of the British sea.

[event ten] Beibei won the D round of financing.

Summary of events: in June 2016, Beibei announced that it had won D round of $100 million financing.

After the current round of financing, Beibei network will base on the existing maternal and child core categories to home department stores.

And other related categories to expand.

This round of financing will mainly be used in the direction of self supply chain, consumer experience upgrading and new business development.

This shows that the maternal and child electronics industry has been favored. The overall consumption of maternal and infant industries and the penetration of electricity providers to the maternal and child industries will increase simultaneously. The online paction scale of maternal and infant products in 2016 is expected to exceed 500 billion yuan.

According to China's maternal and child electronic business network (www.100ec.cn/zt/muying) enterprise database monitoring shows that the maternal and child market has become another area of business opportunities.

Currently in the maternal and child business market, including: 1: platform type electricity: Taobao / Tmall, Jingdong, Amazon mother, Gome online, Dangdang and so on; 2) vertical electricity providers: vertical electricity supplier: Honey bud, baby tree, Bei Bei net, Su Ninghong child, green box, Xi Guo, cradle net, duo Yun, hot mom help, Ma Ma net, dear baby, October mom and so on; 3) fawn Ding Ding, good boy, Le you Yun Yingtong, child Wang and other brand electric business; 4) overseas electric business: honest, Zulily, Baby and so on.

Concern index:

Expert comment: Mo Daiqing, director of online retail department of China Electronic Commerce Research Center and senior analyst, said that compared with other products, mother infant products have higher requirements for commodity quality and higher quality risk.

Beibei net is in the ascendant at the moment, but is still striving to go longer and longer.

In addition to Jingdong, Tmall, Suning and other comprehensive electricity providers to set foot in the field of maternal and child, the pressure of survival is still obvious.

Related links: China maternal and child electronic business network www.100ec.cn/zt/muying

The online retail department of China Electronic Commerce Research Center was established in 2009. It focuses on core reports and research such as B2C, C2C, retail O2O, e-commerce providers, cross-border import electric providers, agricultural Internet, mobile e-commerce and so on. Many well-known industry analysts in the industry have high media exposure and influence in the industry. They serve more than ten 2/3 platform providers and hundreds of vertical electric providers and service providers across the country.

It has 10 retail business subdivision portals, including China's online retail network, traditional enterprise e-commerce network, C2C electric business network, network brand network, Hai San electric business network, San Nong electric business network, mobile electronic business network, social networking network, etc., and China's clothing business network, beauty cosmetic business network, home building materials business network, fresh electric business network, automotive electric business network, wine electric business network, home appliance 3C electric network, maternal and child electronic business network, footwear electric business network, female electric business network, flash shopping special sale network,

The B2C industry portal, such as the electricity supplier network (all industry stations welcome customization and joint operation), has been serving the Jingdong, Su Ningyun, vip.com, Amazon China, Gome online and jumei.com for many years. It is an important strategic partner of all electric providers.