Diversification Of Investment Risks Jingdong Cooperation With Ten Thousand Convenience Stores O2O

　　 JD.COM Layout ten thousand convenience stores cooperation strategy, e-commerce retail business O2O competition intensified.

China E-Commerce Research Center

I. background overview

At the beginning of the new year, Baidu integrated glutinous rice net, Alibaba acquired High German map, Tencent shares Jingdong and public comment, Suning bought and occupied the network, every electricity supplier giant entered O2O market battle queue. Subsequently, Jingdong also confirmed that it will force O2O.

In March 17th, the Jingdong announced that it would cooperate with O2O in Shanghai, Beijing, Guangzhou and other 15 convenience stores. At the end of the year, it plans to cover all provincial capitals and prefecture level cities throughout the country. This is the first large-scale promotion after the success of O2O in Shanxi's Tang Long store. Jingdong retail O2O (online offline integration) strategic layout accelerated.

　 Two. Analyst opinion

In order to more comprehensively analyze the impact of Jingdong layout O2O strategy on the business and consumers of the ten thousand convenience stores, the China Electronic Commerce Research Center analyst published this comment (more analysts' comments, please pay attention to WeChat public account: i100EC), for consumers and business people.

In view of Jingdong's signing of ten thousand convenience stores and quickening the layout of O2O strategy, the analyst of MOC, director of online retail department of China Electronic Commerce Research Center, analyzed the following four levels:

　　 1. Jingdong itself:

Build a logistics advantage enclosure

Offline delivery is the highlight of O2O layout. Jingdong has a sound logistics system. As of December 31, 2013, Jingdong has built 82 warehouses in 34 cities across the country, with a total area of over 1 million 300 thousand square meters. At the same time, Jingdong also has 1453 distribution stations and 209 self promotion points in 460 cities across the country. We should give full play to the advantages of logistics so as to develop offline partners and expand their market sites.

Accumulate two or three line urban users

The ten thousand convenience stores which cooperate with Jingdong are scattered in 15 cities. They are two or three line cities except northern Guangdong, and have accumulated massive two or three line user resources, just filling in the short board of Jingdong's single user structure.

　　 Developing O2O development channels

Convenience stores are still the fastest growing form of retail sales. Jingdong skips the platform itself to seek offline offline convenience store cooperation. O2O Another channel for development.

2. industry level

Tmall supermarket is under attack, shop No. 1 is under pressure.

Jingdong co operates 15 O2O convenience stores, and plans to cover all provincial capitals and prefecture level cities at the end of the year. The scale of the cooperation is large, with the huge number of users accumulating. It has a certain impact on Tmall supermarket, and also makes the shop 1 shop feel pressure.

　 Yes Suning O2O forms a surround.

Suning, who first launched O2O than Jingdong, has been less active since he bought the net. The Jingdong quickly deployed O2O strategy to catch up with O2O and even became a surround.

　 3. capital market:

　　 Striving for listing chips to raise market valuation

Jingdong sent IPO to New Zealand on New Year's Eve to prepare for listing. The signing of ten thousand convenience stores and the layout of O2O strategy will enhance the core competitiveness of enterprises, substantially increase the market valuation, and strive for more chips for a stable listing.

　 4. traditional Shang Chao:

Working with multiple platforms to diversify risks

In addition to the self built e-commerce platform, the traditional Shang Chao touches also cooperate with Tmall platform. Jingdong and Wanjia Convenience Store Cooperation O2O has broken the traditional Tmall's single touches in the past, allowing traditional retailers to choose multiple platforms and diversify investment risks.