Jingdong And Ali Listed Electricity Supplier Transparent New Pattern Coming

Here world Clothing and shoes Xiaobian network to introduce the Jingdong, Ali, the two strong listings, electricity providers to welcome the new pattern of transparency.

This year is destined to be a year of heavy ink and heavy ink in the history of the domestic electricity supplier industry. After the listing of Jingdong and Alibaba, 9 of the top ten enterprises in the domestic B2C field are listed companies (except Shop No. 1). Jingdong and Alibaba are the determinants of the industry. The former accounts for half of the B2C and the total B2C market is more than 20%, while the latter occupies nearly 60% of the B2C market. After the vast majority of players enter the capital market, there is a view that the industry will be transparent and water is expected to be squeezed out, but at the same time, the two giants will have more cash flow to expand, and the second tier business enterprises will continue to increase the pressure of survival.

　 list

Listing is a milestone for Jingdong in the past ten years, and it is a reassurance for Alibaba to retain control. In May 2014 and September, the leaders of two Chinese electricity providers landed on the US capital market, which is not only an important node in their own development process, but also a landmark event in the US capital market, which has a profound impact on China's B2C network retail market and even the entire electricity supplier market.

In May 22nd, Jingdong landed on Nasdaq, raising $1 billion 800 million, plus Tencent's holdings, and got $3 billion 200 million in financing. The opening price rose to $21.75, up 14.47% from the $19 issue price. Nearly 4 months later, in September 19th, Alibaba landed on the New York Stock Exchange as a king. After the Underwriters launched the green shoe scheme, Ali's total financing amounted to $25 billion. On the same day, people paid more attention to this event than the new Apple mobile phone on the same day. The opening price of Alibaba was 92.7 dollars, which was 36.3% higher than the IPO price of 68 yuan.

By the end of October 6th, Jingdong's stock price had risen to $25.96, and its market value was $35 billion 490 million. The Alibaba closed at $88.31 a share, with a market value of $221 billion 925 million.

　　 transparent

The listing of Jingdong and Alibaba makes 2014 a new year of electronic commerce, especially for the development of B2C industry. According to the latest Q2 earnings report released by AI consulting, Tmall accounted for 57.4% of the domestic B2C market share, Jingdong accounted for 21%, and the two occupied nearly 80% of the domestic B2C market share. Tmall accounted for 21% of the domestic market share. Some analysts believe that the listing of Jingdong and Alibaba will greatly change the current B2C industry environment. The disclosure of data and business ideas of listed companies will also directly enhance the transparency of the industry, and some of the bubbles attached to it will also be shattered.

According to Beijing Business Daily reporter statistics, the current scale of the top ten B2C Online retailers In China, only 1 stores belong to non-listed company, among others, Jingdong, vip.com, Dangdang and jumei.com are listed independently. Tmall, suning.com, Gome online and Amazon China are listed subsidiary companies, and Yi Xun network is incorporated into Jingdong. In the development process of more than ten years, the Matthew effect in the field of B2C is obvious. The scale of TOP 10 accounts for more than 93% of the total market, which means that B2C has become the world of listed companies. In this transparent market environment, competition in the B2C field will be more equitable.

　 Go to sea

Although there are many reasons for choosing to list in the US, it is more conducive to the internationalization of enterprises from the commercial perspective. Coincidentally, after the listing, Jingdong and Ali have indicated that they will strengthen international business in the future and speed up the sea. After listing, Jingdong Group founder and CEO Liu Qiangdong said that channel sinking and internationalization are the two main directions for Jingdong to get financing. Ma Yun, chairman of Alibaba's board of directors, bluntly said that Ali had to "spend money abroad -- take your money, hire your people, buy your company..."

This also means that after the listing of Jingdong and Ali, the war of domestic B2C business will burn to the international market. In the industry view, on this level, although Jingdong, Alibaba and vip.com have fierce competition, but because the international market is fresh and huge, there are quite a few differences in the mode of domestic e-commerce enterprises, and enterprises are expected to form a joint effort to fight the international market.

　　 compete

But in the domestic market, the days of small and medium gamers are not so easy. According to AI analysis, after the listing, the two giants will have sufficient cash flow to promote their own strategic expansion and business development, and the second tier business enterprises will have more pressure to survive, and the industry competition will further intensify.

Ali said frankly that after the listing, it will continue to actively acquire merger strategy, which also means that the "Ali" territory will expand further. In close proximity to the Alibaba's industry, alibaba will also undertake more capital and product cooperation in China in addition to acquiring and investing in foreign Internet products with the internationalization strategy. On the one hand, it will buy and invest in high-quality companies in the field of subdivision, on the other hand, it will cooperate with leading enterprises of differentiated formats. For Jingdong with relatively small plates, Jingdong holding $3 billion 200 million in book capital after the listing will further open up the upstream and downstream ecological chain, especially finance.

The merger and acquisition and chain expansion of the two giants is undoubtedly a serious survival oppression for the third from the smaller ones, followed by the internal friction of the second tier electricity providers. While Ali and Jingdong are taking more markets, they can only grab food in their respective subdivision areas.

　 Opportunity

But from the perspective of capital, there are still many opportunities for the market to leave new businesses. In the process of listing Jingdong, each old shareholder sold 3% of the shares held; after the completion of the listing of Ali, a large number of institutions and individuals completed cash. Angel investors believe that at present, both the idle money and the market environment for sages are the dream of investors. "There will be a large number of outstanding individuals in the coming years. Entrepreneurship Therefore, this year is also a big investment year, and many investment institutions of the regulatory model have already launched hundreds of projects.

According to the angel investor, from the current investment situation, the success rate of the company with "BAT lineage" is obviously high. Among them, "Ali culture" is a very unique and indomitable force, "good at digging users' pain points, being good at making diversified contents". Dripping taxi COO Liu Qing said that she joined the dripping car mainly to see the team of the company, "the team under the line is mainly from Ali, the online team is mainly from Tencent, and the technical team is from Baidu".