Industry In Pition &Nbsp; Electricity Supplier Industry Is Expected To Go Out Next Winter.

"The essence of business is actually making money. The business of not making money is actually a story, that is, a bubble."

This is le CEO, the 2011 Chinese economic leader.

Pessimistic people like Bi Sheng are still few in the industry. More people admit that the electricity supplier is in a painful period, but next year it may be out of winter.

Industry bubble is decreasing

Liu Guanwu believes that this stage is not the peak of the bubble period. The beginning of this year is the most serious bubble period. "In the first half of the year, enterprises are crazy financing, but in the second half of this year, VC's investment enthusiasm has cooled down."

The rational investment has slowed down the pace of enclosure for large B2C enterprises, and the small and medium-sized enterprises without financial support only ended in bankruptcy. "The current bubble basically exists in small and medium-sized B2C enterprises, and the bubble is decreasing, which is good for Jingdong, Dangdang, Amazon China and other reliable enterprises."

Similarly, relevant staff of Le Tao network told reporters that the bubble did exist, but now it is not as serious as it is imagined, as long as we survive these days.

This is a process of survival of the fittest.

Wang Tingting also thinks that "cold winter" is only for some industries, the bubble is only for those enterprises whose positioning is biased, more enterprises are still more opportunities than risks. "With the prudence of VC, enterprises will be more rational in dealing with the" burn money "marketing, and will integrate their businesses to adapt to the market. He said that this is the process of adjustment of the industry, and it is also a necessary pformation path for the development of enterprises.

If there is demand, there will be a way out.

Although the electricity supplier enterprises are in the wind and light, they are generally losing money. This is an indisputable fact.

Dangdang reported in the third quarter, the overall loss amounted to 71 million 100 thousand yuan.

Similarly, the Jingdong mall has been in a state of loss, and Liu Qiangdong has said that the profit may be in the second half of 2012.

E-commerce enterprises have to "save their lives", Jingdong mall announced that the amount of less than 39 yuan for orders charged 5 yuan freight, Dangdang to merchants to share the "promotion fee", Le Tao cut 80% of the marketing costs......

But Li Daishan believes that in the long run, e-commerce is still profitable, and as long as the bad habits in the industry are changed, "online shopping saves the cost of traditional intermediate links, and users can buy more preferential products. This demand is still very high."

Similarly, Wang Tingting also revealed that the total amount of online shopping in 2010 was 461 billion yuan, and this year the data reached about 760000000000 yuan, an increase of 60%.

From the user level, the number of Internet users in China is increasing, and the potential online shopping consumer groups are showing an increasing trend. "Two years later, the number of netizens must be doubled, especially in rural areas." Li Daishan analyzed from the perspective of enterprises. Jingdong, B2C, and Dangdang have already completed the stage of seizing users and increasing traffic volume, and the market share has also stabilized. The business models of these enterprises are gradually maturing, and gradually enter the stage of paying attention to profitability. "Two years later, we will make large profits."

"We should be able to get out of the winter in the second half of next year," Liu Guanwu said.

Wang Tingting also said that next year the electricity supplier industry could go out for the winter, and thought that although the road of IPO is not smooth now, it does not mean that there is no chance of success. Once it gets financing, enterprises will pay more attention to business rather than overthrowing money marketing. "Now we have begun to attach importance to the essence of business. At that time, enterprises will work harder and pay attention to channel construction."

Differentiation decides success or failure

The cost of marketing is much higher than that of traditional channels.

From a commercial point of view, the serious loss of the business model is also unhealthy, and the pformation of e-commerce is also the trend.

Wang Tingting believes that the so-called electronic commerce, electronic means, business is the key, "the mainstream business enterprises have begun to change business, pay attention to the construction of channels."

It is not only the integration of upstream supply chain, but also warehousing, distribution and other aspects.

In the current situation, large B2C enterprises have set up their own distribution teams to compete in the "last mile" experience.

The cost of logistics is huge, but enterprises still struggle to increase investment in this area, and avoid freight as a means to fight for users.

Finally, Jingdong mall took the lead in breaking the board and decided to charge 5 yuan freight for orders less than 39 yuan since November 25th. This is believed to be the beginning of the resumption of freight charges by e-commerce enterprises.

"In fact, this is the normalization and maturity of the business mode."

Li Daishan believes that the Jingdong has trained a loyal user, collecting the distribution fee of small orders, on the one hand, it can alleviate the cost pressure, on the other hand, it can also improve the turnover and enhance the profit function. "This is the way for an enterprise to go."

Similarly, group buying enterprises are beginning to move towards a more mature B2C business mode. The handover network wants to open the luxury store channel by the jumei.com store.

Liu Guanwu believes that B2C enterprises have more obvious advantages than group buying in terms of quantity, financing intensity and success rate of listing. "Their mode has become more mature, and the way of IPO of group buying enterprises after joining B2C business may be more smooth."

Wang Tingting said that in the future, the comprehensive online shopping platform in the market should be only three or four, but there will be a number of B2C enterprises that are attached to the special needs of users. They focus on the single domain online shopping market. "Clothing and 3C are recognized as mature online shopping categories. In the future, the online shopping market of home furnishing, home decoration and tourism will also soar, and there will be more and more online shopping services."

Differentiated development and fine line is also Li Daishan's view. "Although everyone wants to be a platform to do WAL-MART in the electricity supplier, there will not be much in fact, and more attention should be paid to enterprises in different fields."