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The Electricity Supplier'S Enthusiasm Is Increasing, The Pressure Of Traditional Department Stores Can Be Imagined.

2013/11/19 20:11:00 25

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Electricity Suppliers Traditional Department Stores Shoes And Clothing Enterprises

although many department stores' a href= "http://sjfzxm.com/news/index_c.asp" > the listed company < /a > has begun to test the water relying on the Internet from offline to online, but an insider told reporters that the arrival of the O2O mode does not mean that the traditional department store industry will soon usher in the second spring, "there is still a long way to go."

Shenzhen Tianhong Mall (002419.SZ) announces that WeChat service "Rainbow" is on the line of shopping center in Baoan Central District of Shenzhen, and 60 other stores in Tianhong are also on line.

Thanks to this good fortune, Tianhong mall's stock price is trading on two days in September 12th and 13.

A month later, the service function of the service number was opened.

then, Tianhong mall has created another mobile application platform, "Tianhong micro shop". It is reported that it has been formally launched at the end of October.

compared with WeChat service number, the online service of "Tianhong micro shop" is more diversified.

Customers can not only subscribe to their favorite brands and products anywhere on the phone, create exclusive department stores, but also purchase selected products or online rainbow products in physical stores in Tianhong micro stores, or even online one to one shopping guide service and online communication with rainbow shoppers.

in addition, Wangfujing mobile terminal APP was also launched in September.

And the public platform with a href= "http://sjfzxm.com/news/index_s.asp" > WeChat < /a > has also been covered by offline stores.

According to the company's securities department, the payment function is still in the process of promoting.

then, friends and shares also announced in October 11th that they would cooperate with Tencent to build a WeChat public platform for "friend and micro purchase youa-wego".

This is the only WeChat platform currently available for payment services.

a brokerage analyst in Southern China has expressed concern about this: "O2O is based on the pformation of Internet technology marketing mode, but it can only be regarded as a change in fur. The real a href=" http://sjfzxm.com/news/index_s.asp "mode in the department store industry has not changed.

Now these forms of change are in the exploratory period, with WeChat just looking for an entry point for the Internet.

"from now on, the improvement of sales performance has not yet been achieved. This may be due to the fact that the time is too short and it is difficult to judge. The second reason is that traditional department stores have not solved the problem of communication from line to line, including logistics, and communication with brand dealers.

For example, to build a APP platform, whether the website is operated by itself or by brand operators.

These problems need to be solved if the consumer points into the purchase of goods, whether it is a department store or a brand dealer. "

The personage analysis.

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M & A is an important way for company pformation. This year, department stores listed companies are also busy with mergers and acquisitions.

Wangfujing reached an agreement with shareholders of spring department stores at the beginning of this year and granted 39.53% equity in spring department stores.

Minsheng securities recently released research report said, "Wangfujing merger spring department store is a good development point to cut into Oteri J's format."

reporter learned that there are 21 stores in spring department store, including 17 spring department stores, 3 Oteri J and 1 Seth shopping centers.

The Wangfujing is currently building 4 shopping centers, and the outlets mode has always been the focus of the company's attention.

in addition, Hangzhou's plan to reorganize Hangzhou's business trip is "suspected of being restructured by related parties and suspended by the SFC". The reorganization plan of Wangfujing is terminated because of immature conditions.

friends and shares continue to develop the formats of outlets.

In October 31st, it announced that it was signing an investment agreement with the Shijiazhuang Zhengding New District Management Committee.

This is after the Hunan outlets outlets, second expand to the outside of the province's outlets format.

"friend Tianjin orlies can replicate the success of the Hunan base camp."

The brokerage analyst said, "I think Oteri J has a lot of room for development. The success rate will be very high if the situation is allowed, and the training cycle will definitely be profitable after all.

But orter has regional choices, including consumer habits and ideas.

Guang Bai shares (002187.SZ) is another way.

At the same time, the Chengdu store and Wuhan store were closed, and in March, a small loan company was set up in August.

In April 29th, Guang Bai pformed the original Guangzhou GBF Beijing Road store into the first gold jewelry building in Southern China area, which was mainly owned by the company.

The pition span can be described as large.

the former analyst told reporters that the idea of doing self employment like Guang Bai is very correct.

"The direction of self employment is right.

The pool will face many problems.

Even if the loss is in the early stage of the operation, there will be some gains from this model.

The barriers to self run are the pressure of capital turnover and the risk of inventory.

But the profit margin is large and the flexibility is high.

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and people's livelihood securities also mentioned in the research report that the future direction of department stores is to turn from full association to deep joint venture or self run.

from the point of view of performance, the impact of the current electricity supplier on the Department Store listed companies is not obvious. Maybe it is not yet.

Wind data show that in the 40 department store retail industry listed companies (Shenwan classification), 17 companies net profit fell year by year, 16 companies belong to the parent company net profit loss, including Nanning department stores, friendship shares, Guangzhou friendship, Wangfujing, Hanzhoung and other well-known department stores in the list.

internal differentiation is obvious.

In the first three quarters of this year, friendship shares ranked first in revenue of 38 billion 976 million yuan, while Shanghai nine hundred (600838.SH) only achieved 105 million yuan in revenue.

from the return of net assets, the average level of the industry is declining.

In the first three quarters of this year, the arithmetic average return on assets of department stores listed companies was 9.23%, compared with 12.5% last year.

In the first three quarters of this year, 26 companies had a decline in net asset yield (diluted) compared to the same period last year, of which only 0.79% of Nanning department stores, down 82.79% compared to the same period last year,

despite the increasingly close connection with the Internet, an industry insider who does not want to be named will find it difficult to break the pattern of department stores in the next few decades.

"because the resistance is too great, almost every province has its own department stores. Behind these companies is the local government or the SASAC, which is hard to shake unless the whole circulation system is reformed."

The source said.

The main direction of future pformation is to rely on Internet O2O mode and shopping center mode.

from now on, relying on Internet pformation is still the only way for some companies to test water, such as Chongqing department store, Hangzhou hundred hundred such companies with SASAC and local government background, have always been wait-and-see.