Deconstruction Of Alibaba Electricity Supplier Ecology Third Party Service Industry Indispensable

Early in the morning of September 9th, Beijing time. Alibaba The group held its first roadshow in the United States, according to Xinhua. Due to the large number of investors, the elevator had to queue for half an hour to catch up. Local media said its grand occasion caught up with the Facebook roadshow two years ago. According to the open pricing range, the amount of financing can reach up to 24 billion 300 million US dollars, and is expected to become the largest IPO ever.

Quarterly profit growth is more than 40%, and sales are equivalent to that of a country in Finland. Gross domestic product The huge Alibaba has surprised Wall Street. But who made the Alibaba?

In fact, over the past 15 years, a huge electricity supplier ecosystem has been formed in China, which has created and promoted numerous new "electricity supplier" species. Compared with this huge business planet, Alibaba, which has a market value of 100 billion dollars, is only one part of it. These new electricity supplier "species" is the Alibaba and future more Chinese electricity suppliers to survive on the biological chain.

The ecosystem of 300 million people

As of June 30, 2014, Alibaba has 279 million active customers on Taobao, Tmall and other retail platforms.

8 million sellers are operating here. They also employ nearly 10 million employees, creating a total retail sales volume of 1 trillion and 542 billion in 2013, which is about two times that of Amazon, which is almost the same as Finland's total economy. In 2014, the figure continued to grow rapidly, with retail sales reaching 931 billion in the first half.

In this case, Alibaba's revenue is only 3% of the total transaction volume.

The seller in traditional sense is only part of it. Restaurants, cinemas, KTV and offline shopping malls are also involved in the electricity supplier. On the day of 3 / 8 2014, 800 restaurants, more than 300 movie theaters and 230 KTV released 35 thousand eating places, 2 million movie tickets and 55 thousand KTV boxes.

Overseas Edition TaoBao It also makes consumers crazy in many countries. Tmall International director Yi Fang said that Brazil, Russia and the United States are the main consumer countries of the global express selling platform (AliExpress), and consumers in every country and region all over the world have left their consumption marks on this overseas version of Taobao.

It is understood that 90% of the black consumers in the world buy wigs through this platform, and Chinese made wig sells US $one hundred million annually through this platform. Today, the fastest growing areas are Ukraine, a war in chaos, and the West African countries ravaged by Ebola virus. In the Ebola epidemic area, some family families consume consumer goods through fast selling online shopping, and couriers are "sending express with their lives".

E-commerce has given birth to an important profession, courier. In 2013, 14 express distributors set up more than 1700 distribution centers and more than 100 thousand distribution stations in China. 950 thousand the courier has sent 5 billion packages for Taobao, which is only half the total number of National Express.

Electricity and finance complement each other

Banks are often neglected contributors in this ecosystem. In fact, since 2003, nearly 200 domestic and foreign banks, including four major banks, have begun to enter this "business planet".

In the fiscal year March 31, 2013 to March 31, 2014, Alipay completed 3 trillion and 800 billion of its online payment. In this regard, Alipay people openly admit that without the support of banks, there will be no development of the third party payment and e-commerce in China.

In fact, the development of online payment has also promoted the popularity of bank e-banking business. In 2013, the bank interim report shows that the replacement rate of electronic banking transactions of listed banks is generally over 70%.

The development of electric business is far more than financial sector. Around the demand for consumer returns, Chinese insurance companies have developed a series of new insurance categories, such as return freight insurance and so on. In 2013, "double eleven", Huatai Insurance sold more than 100 million return freight insurance in one day, with a premium of tens of millions per day.

The third party service industry is indispensable.

Though tiny, many third party service industries have become a part of the biological chain.

It is understood that there are 62 web sites providing advertising display services to sellers through Alibaba's advertising marketing alliance, which are charged according to the value of merchandise sold or the amount of advertising hits. In the year of 2013, the total volume of transactions brought by these advertisements exceeded 60 billion yuan, and the proportion of these small and medium-sized websites reached 4 billion 700 million yuan.

Instead of Taobao shop, the industry is developing rapidly. China Academy of electronic commerce predicts that by 2015, Taobao stores operated by third generation operators will be able to create one trillion revenue. Generation operation is a service that helps traditional enterprises to open online stores. The cost generally adopts the mode of service fee + commission, and the service charge ranges from 10 thousand to tens of thousands per month.

There are more than 40 thousand models for e-commerce, among which the most famous one is "naughty girl". In 2013, they created more than 3 billion yuan of output value on their own efforts. Over 11 000 design institutes, photographic institutions and customer service outsourcing agencies made a living on the Taobao Tmall platform, providing online shop decoration and customer service outsourcing, and the annual output value exceeded one billion yuan.

At least 1.5 independent software service providers (ISV) provide businesses with all kinds of software services such as store management, marketing promotion, data analysis, customer relationship management and so on. They can create billions of output per year.

Under the tide of electricity supplier, more than 300 colleges and universities in China have set up specialized courses for e-commerce education and training. Online business education covering over 47 million 260 thousand people in 2014. Take a Taobao shop manager training course on behalf of the Internet as an example. The cost of 3 days is 7800 yuan, and the output value in this field is obvious.

Professional electricity supplier human resources service organization came into being. Take the Amoy platform as an example. At present, the platform has about 1500000 resumes, of which about 600000 are full time resumes, and 150 thousand are full time posts.

Even the server resources that Alibaba used to support "double eleven" has become an industry. After the cloud computing service opened last year, more than 1 million 400 thousand customers have access.

The client, who has tens of millions of users, puts the server on Ali cloud, which costs only 73 yuan a month.

Analysts believe that these figures only counted the new "electricity supplier species" accompanying Alibaba. From this rapid reproduction and derived biological chain, we can see the potential of China's e-commerce in the future.