Capital And Electricity Providers Enter Honeymoon O2O Concept To Enhance Valuation

< p > this round of investment craze, the concept of O2O heat is not reduced, especially for electricity providers including service sectors, and vertical electric providers are getting the favor. The electricity providers that coincide with the concept of consumption upgrading are soaring valuations, and many third party service providers have invested.

For these changes, experts believe that in the final analysis, mobile Internet technology has brought about changes in consumer behavior, making the value of many e-commerce enterprises rediscovered, and thus making capital sides compete for those who have future concepts.

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< p > < strong > O2O concept raise valuation < /strong > /p >

< p > although there are no cases of sustained profits or gains, the enthusiasm of the O2O concept is still unsurprisingly extended to the investment field.

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< p > according to the China Electronic Commerce Research Center, there are 165 Chinese e-commerce investment and financing events which have been disclosed in 2013, of which 152 are venture capital, and the total amount is more than 2 billion 630 million U. S. dollars. 10 of the mergers and acquisitions amount to more than 700 million US dollars; from IPO2, the total amount of fund-raising is about 140 million US dollars; after the listing, 1 shares are added and the amount of fund-raising is 180 million dollars.

If the relative downturn in 2012 was a steady rebound last year, then entering 2014 will be a big step towards the capital market.

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< p > the current round of e-commerce enterprises have shown the characteristics of stereoscopic, multi-directional and multi angle investment. Both Jingdong and Alibaba giant enterprises in the capital market are dazzling performance, such as temple library network, global easy purchase and so on. Vertical electric providers get a large amount of financing in the hundreds of millions of yuan level. There are also vertical investment providers such as Tai Po net and honey bud baby in the field of subdivision. They have invested more than B, and many third party service enterprises such as micro Union and rolling stock net have received capital injection.

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Compared with the peak period of the previous round of < a href= "http:// www.91se91.com/news/index_c.asp" > electricity supplier < /a > http://, the diversity of the investment enterprise types, the richness of the financing form and the diversification of the valuation angle are unprecedented.

Therefore, the gathering of electric business circle, everyone sighed: "good days are coming again!" < /p >

< p > reanalysis of these enterprises, most of them contain the concept of O2O, which is exactly what they said. "You don't say O2O in this year, you are embarrassed to say that you are a mixed supplier."

With the concept of O2O, the price is doubled.

For example, the temple library network was invested this time. The amount of US $100 million is beyond the expectation of many people.

According to Li Ruigang, chairman of CMC, a Chinese cultural investment fund, the temple library is the brand that integrates all elements of the luxury industry chain. Its "O2O+ one-stop service" mode redefines the service and value system of the current luxury and high-end fashion business in China, which is also the reason why it is optimistic about the business.

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< p > whether or not to find an effective and sustainable O2O operation mode, the first application of O2O to server side, to enhance user experience and improve user stickiness, is the standard action of e-commerce enterprises.

This is a rare competitive advantage in the PC era for those front-line and subsequent services providers.

Therefore, we can see that the luxury electric business such as the temple library, such as baby baby like mother baby electronic business, like the big Piao net, emphasized that the product safety top business operators, have completed pre-sale education and after-sale services in O2O mode, and have successfully attracted the approval of investment institutions.

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Another important function of the concept of < p > a href= "http:// www.91se91.com/news/index_c.asp" > O2O < /a > is big data. Although this function is not so dominant and useful as the service, the concept is more layout of the future, who will establish their own data system first, and who will win the initiative in the future.

Because the use of big data function, in the future, we can find new users accurately, reduce the marketing cost, and seize the old users through targeted personalized marketing.

This point, Wang Zhiquan CEO great experience.

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< p > Wang Zhiquan told reporters that the users of the park are located in the consumers who are highly concerned about the safety of home textiles products. "We need to do well in product research and development, and do well in user services, so that natural watercourses will be completed."

Therefore, Tai Po network relies more on word of mouth communication, and uses big data to find precise customers.

On the operation cost, the marketing cost of Tai Po network has declined year by year.

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< p > in the third party business and business school, vice president of the Three Gorges, the investment in this business is much more due to the changes in the consumer behavior caused by the new technology of the mobile Internet, which makes the vertical electricity supplier new opportunities.

From the case of Tai Po network, we can see that O2O has opened up its space for future development in the field of positioning and subdividing, emphasizing small and beautiful brands.

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< p > from another perspective, these small and beautiful brands also coincide with the development process of consumption upgrading.

Such enterprises have a high rate of repeat purchase. Relying on O2O, they can manage their existing user groups, improve the rate of repeat purchase, and also bring new customers through word of mouth. At the same time, big data can also find new customers more accurately and locally. The cost of pulling new products is greatly reduced. As long as the supply chain is controlled well, the scale of enterprises will generally increase steadily.

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< p > < strong > < a href= > http:// > www.91se91.com/news/index_c.asp > increase value > /a > /strong > /p >

< p > in the current round of e-commerce investment, the high investment quota of enterprises is a notable feature.

For example, the 100 round pants industry of domestic listed companies has attracted much attention recently due to the recent announcement that it will buy cross-border electronic business platform global Tesco at a price of 1 billion yuan, and has continuously pulled out 4 daily limit plates, known as the "textile first monster stock".

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< p > Global Tesco is a cross border export retail business, directly facing the overseas terminal consumers, and has little fame in China.

Therefore, when the 100 round pants industry announced the purchase of 1 billion yuan, it was questioned by many people for speculation.

However, upgrading the valuation through cross-border concept has become the only way for business enterprises, such as opening up overseas markets through cross-border electricity providers, revitalizing the resources under the O2O, incorporating them into the electricity supplier, and combining with search or finance.

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< p > because because of the concept of electricity supplier, the capital market has become tired. Moreover, the electricity market can not be expanded indefinitely. There are always turning points. At the moment, many viewpoints hold that the turning point of the electricity supplier market is not far away.

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< p > according to China's online shopping market data released in the first quarter of 2014 by AI consulting, the 2014Q1 paction scale was 456 billion 440 million yuan, an increase of 27.6% over the same period last year, and the growth rate has slowed down.

AI said that after the rapid development of China's online shopping market over the past decade, the overall market has gradually matured. But with the continuous improvement of online shopping environment and the growing consumer spending habits, the online shopping market will maintain steady growth. The growth rate in 2014 is expected to remain around 30%.

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"P", Geng Banghao, an analyst at Ping An Securities, also believes that model innovation and technological progress have driven the barbarous growth of e-commerce in the past 5 years, but there is a growing inflection point.

He said, "in the short ten years since 2003, the growth rate of online shopping in China is amazing. It is unforeseen for any developed country's mature experience.

With the gradual decline of the traffic dividend era, the curing effect of online shopping mainstream consumption habits, these companies began to decline in scale effect and growth rate, and the comprehensive platform electricity supplier began to grow inflection point.

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< p > at this point, the emergence of the concept of O2O has enabled the electricity supplier to have the opportunity to integrate resources under the line, and the long-term offline resources have welcomed the value revaluation and investment opportunities, and some of the offline resources are expected to be incorporated into the valuation of the electricity supplier enterprises.

Because logistics and warehousing is the key link of the cost reduction of the electricity supplier, but considering the capital bearing capacity of the electricity supplier, self built logistics and warehousing are not realistic. Therefore, the electricity supplier enterprises must cooperate with the offline commercial channels in depth. This cooperation process may trigger the revaluation of the relevant listed companies, and finally reflect it in the capital market.

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On the other hand, under the impact of mobile Internet technology, enterprises with changes and pformation are more likely to be favored by capital. P

Like clothing suppliers, Han dresses and rink, new products have been developed in the existing products, and new growth poles have been obtained through multi brand operation, which is more suitable for the development trend of e-commerce.

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< p > Mo Daiqing, senior analyst of China Electronic Commerce Research Center, believes that the future e-commerce will move towards the trend of mobile integration, industrial chain and supply chain integration, and integration with search engine platform and offline entity store platform.

Those companies that can closely follow the trend of industry development and actively seek change have huge investment opportunities.

The capital side is also concerned about these directions.

In other words, in these directions, business enterprises with adjustment capability are more likely to get investment.

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< p > however, there are different views on this round of investment in e-commerce.

Internet analyst and 3W coffee founder Xu Dan believes that the current investment fever may be a sign of the next round of investment in the cold winter.

He believes that the current investment is mostly because some investment institutions are eager to throw in the money at hand, and use the current heat to melt into new capital, so as to prepare for the capital cold that may come soon.

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