Who Is Sniping At Van Guest?

Many people guess that Jingdong, but Jingdong said: nothing!

Layoffs 5%, executives job hopping, capital chain breaks, IPO postponed, Jingdong acquisition of all customers......

In 2011, these "grapevine news", like a series of "guns", beat the old year out of breath.

As CEO, Beijing, the feeling of the year is "lying on the ground and being shot".

Are these bullets real or gossip?

Was it accidental or early?

If the answer is the latter, who is the messenger behind the scenes?

But whether or not they are well documented, their negative impact on customers has already been created.

Micro-blog's secret battle: black gun sniper or ambush

Things should start from last December 14th.

That night, the Jingdong Century Trading Company Limited (hereinafter referred to as "Jingdong"), CEO Liu Qiangdong (micro-blog) suddenly wrote on micro-blog: "there will be a big show coming up soon!"

I don't judge right and wrong, but I can confirm that this will become an eternal case among entrepreneurs and investors.

The next day, Liu Qiangdong deleted the micro-blog.

However, one stone stirred up waves and four online guesses.

Surprisingly, almost all the guesses were aimed at the "absent" fan.

"Customers or investors will be forced to sell to Jingdong mall."

In the morning of December 15th, many media came out with the same voice.

Why did Liu Qiang, a vague micro-blog in the East, provoked such a pointed guess?

According to the survey, many journalists who were active on micro-blog on the weekdays received Liu Qiangdong's "private letter" hours after the launch of micro-blog by micro-blog. The content of the private letter is about "the acquisition of customers by the Jingdong".

Gong Wenxiang, vice president of Huaqiang North online, who is known as the "deep throat of electricity business", is also one of the recipients of this private letter.

He did not want to disclose the contents of the private letter, but he said after the fact that micro-blog said: "my micro-blog private letter has received the news that Jingdong has acquired all customers. But I think everyone is good at doing their own things first. Whether Jingdong is buying all customers and everyone's work and life has nothing to do with other people's business."

If the rumors were still somewhat vague as of December 15th, Liu Qiangdong, another micro-blog in December 26th, pushed the good play to a climax.

"Jingdong will recruit 25000 more employees in 2012."

Liu Qiangdong's remark has been affirmed by many people as a sign of suspicion.

Just like before, Liu Qiangdong quickly deleted the micro-blog.

The story behind us is believed to be familiar to all readers.

After "Jingdong's takeover of customers" was put on the front page of the major web sites, the two companies came out in succession.

Wu Sheng, the former vice president of Jingdong and the senior vice president of Jingdong, said Liu Qiangdong's 25000 new colleagues were just Jingdong mall. The number of new recruits planned for the Jingdong mall had nothing to do with customers.

And CEO, the old guest, also changed her taciturn voice on micro-blog in the past. She sent several micro-blog in a row, which means "ridiculous", "long experience" and "not used to war of words" and so on.

Looking for "sniper"

E-commerce commentator Zhao Wenxue (pseudonym) said that although both sides stood up to rumor, but the final release of the signal is: Jingdong can buy all customers.

Zhao Wenxue pointed out, "according to my inference, these rumors are not groundless.

Behind the scenes, the messenger wants to let the wind out, which makes people think that the capital chain of the customer is broken and can even be acquired by Jingdong, so that capital can be entered at a lower price.

An anonymous guest of all shareholders said that Jingdong had always wanted to get the source of all customers, but everyone did exclusive business and had never answered.

Former Sohu IT editor in chief, Dong Jiangyong, President of zhuzhong media, said that according to the industry's information, the average gross profit margin of Jingdong is only 5%, while the average gross profit margin of everyone is 30%~40%.

"That is to say, Jingdong can earn the same amount of money only if the scale of 6~7 times per customer is achieved.

Therefore, Jingdong naturally hopes that everything on the customer can be sold on Jingdong.

As a result, many micro-blog from December 19, 2011 to 27 seemed to have found the object, and the original looking confusing words became no longer difficult to understand.

In December 27th, the meaningful micro-blog seemed to be the final conclusion of the whole storm.

Wu Sheng: Jingdong didn't do this.

Wu Sheng, the former vice president of Jingdong and the senior vice president of the Jingdong, was once considered "to cast a shadow over the future of IPO."

Wu told the Jingdong that it had asked customers to distribute their goods. "I am not sure," Wu said.

Wu Sheng strongly denied the Jingdong's involvement in the planning of farce.

"There is absolutely no such thing," Wu said. "Liu Qiangdong has publicly stated that the Jingdong has set up a recruiting scale for 2012. 25000 new colleagues mentioned in micro-blog belong to the company's normal recruitment plan.

Everyone knows that Jingdong can't buy anyone. "

"Frankly speaking, I think it's ridiculous for Jingdong to do such a silly hype.

I am also in charge of this area, and I know Jingdong has not done so.

Wu Sheng said.

@ Chen micro-blog responded to "acquired" (December 19, 2011 - 27)

I never liked to have a positive conflict with people, nor did I believe in the so-called conspiracy theory.

(17:47 December 19, 2011)

Now, I do not want to disclose anyone's shortcomings. This is not the culture of everyone.

I've seen too many deceiving and jumping clowns picking up stones and finally smashing their own feet. They are still watching today.

(20:18 December 19, 2011)

Outside criticism can really help us become healthier.

As for conspiracy or conspiracy, it is not so important.

(December 23, 2011 00:27)

I was told that the answer is: rumor, news, rumor, and news.

Thus forming the line of brand building.

How hypocritical and strong heart is backing!

I got it.

(December 27, 2011 01:48)

Ask everyone: is it short of money?

What time is IPO fixed?

Aside from conspiracy theory, is there any problem of fund chain breaking in fact?

Is Jingdong really capable of acquiring all customers?

Enquiries about the sales and marketing information of "Van customer service (Beijing) Technology Co., Ltd." show that the sales tax in 2008, 2009 and 2010 were 118 million yuan, 298 million yuan and 1 billion 200 million yuan respectively, which increased 153% and 303% respectively over the previous two years.

In the middle of 2011, Chen said that sales target of VCM was 6 billion yuan in 2011.

Another shareholder, Yin Cheng (a pseudonym), said that the specific figures could not be disclosed but should have completed the target.

Zhao Wenxue explained to this: "in 2011, the sales volume of clothing industry could be estimated at 10 billion yuan, only Lining and Metersbonwe.

6 billion yuan means that customers will soon enter the top ten clothing brands in the country.

Prior to this, there were six rounds of financing before and after VC. The total investment of several rounds of the total investment of VC was around 2 billion yuan. The investors included IDG, LIAN strategic source, Softbank Sai Fu, Qiming venture capital, Tiger Fund, CITIC industry fund, Jiali group and Temasek.

Of these, the sixth round of financing was US $230 million.

The shareholders who asked not to be named said, "someone once asked Chen what he was going to do with the $230 million. Chen said he hadn't thought about it yet.

This shows that customers are not short of money now.

A person in charge of a guest relations department also said: "the customers now have at least 200 million dollars."

Yin Huangcheng told reporters that at present, all customers are not only running capital chain properly, but also likely to become the largest Chinese IPO in Nasdaq.

Liao Bin of a network CEO believes that when the sixth round of financing, the valuation of customers is probably 3 billion ~32 billion.

At IPO, the valuation was at least $4 billion 500 million.

"Dangdang valuation is $350 million, the valuation of all customers is Dangdang nearly 10 times, if listed, it will also be a huge IPO."

Yin Huangcheng said.

According to people familiar with the matter, all customers did plan to go public since last April and May, but the specific time points need to be determined according to market conditions.