Inventory 2014 Highlights Of The Electricity Supplier Industry: Subversion Is The Main Axis.

In 2014, did the electricity supplier have some regular and interesting things? If let Dong Ge use a word to describe what happened in the 2014 electricity supplier, it is "subversion". In a word, it is a promotion, two listing, three wars, four investment! Annual deep stock summary, the article is very long, suggest collection, and read slowly!

　　 A field Promotion

The 57 billion 100 million is the Tmall double eleven transaction volume this year. As I know, Jingdong, automobile home, suning.com and so on, 80 billion are some, the scale is equivalent to all the two or three days of retail sales under the traditional line, and the book dress and 3C communication have indeed become a trend of subversion. As the US online shopping holiday, black Friday's total net transaction volume is US $2 billion 400 million, about 1/5 of China's total. China has completely replaced the United States as the most important market in e-commerce mode, no matter absolute transaction volume, or business mode and service innovation.

The figures shocked Wall Street investors and shocked the traditional retailers. For the vast majority of retail formats, transformation is already imminent. Taobao's model is introduced. Of large number The seller helps users find the most cost-effective products. While Jingdong may not be the cheapest, it provides consumers with the best online shopping experience of 211 limit. Whether it is the richness of commodities, or the competitiveness of prices, or relative convenience, the transfer of online shopping platforms by consumers has become a general trend. The size of online shopping users in 2013 is around 310 million, and the size of online shopping users is expected to exceed 360 million in 2014. Consumers will transfer to the online shopping market at the rate of 4000-5000 million each year. The passenger flow under the line is constantly decreasing, and the business is becoming more and more difficult under the line, that is natural.

　　 The two companies are on the market.

In May, Jingdong NASDAQ listed, with a total financing amount of more than 3 billion US dollars, and its current market value of US $32 billion 600 million. Jingdong successfully went public, which basically laid the position that Jingdong should not be subverted in the domestic B2C market. After financing, Jingdong will accelerate the channel to the three or four line and the rural market, and also announced that Suning Gome and other traditional retailers will have no chance to counter attack and subvert.

Alibaba group landed in the US NYSE in October, raising $25 billion, and its current market capitalization is US $265 billion 900 million, far exceeding the Amazon value of 144 billion 700 million of the world's largest electricity supplier. dollar 。 Alibaba not only surpassed Amazon in terms of transaction size and market value, but also improved in terms of ecological perfection, business diversification and business mode innovation. One of the core strategies of the world's largest electricity supplier from the US Amazon to the Chinese electricity supplier Alibaba and Alibaba to raise huge sums of money is to enter the global electricity supplier market and establish a global Alibaba business ecosystem. Only 1 billion 400 million of Chinese people, and nearly 6 billion of the world's users are waiting for services.

Alibaba listing is a subversion of Amazon and eBay, the US e-commerce giant. In the past year, Amazon and eBay share prices have not changed much, while China's electricity supplier's share price is eye-catching. More regional electricity providers in the market have paid more attention to the Chinese model rather than Amazon and eBay.

　 Three wars

At the beginning of 2014, HUAWEI launched a price war against millet. The glory of 3C pricing 798 is directly against red rice 799, while the glory 3x price is 1698 yuan, aiming at 1999 yuan millet 3. After that, mobile phone brands such as Meizu, oppo, Lenovo and so on joined the price war, and smartphones were quickly pulled into the thousand machine era. Only three apple players, Samsung and later Lao Luo's cell phone were not involved in the price war. Of course, HUAWEI did not subvert millet. By the third quarter, the market share of millet was more than 15.4%. It has become the largest brand name of smartphone manufacturers in China, while Samsung's market share has dropped to 13.5%. Samsung has been affected by the decline in the Chinese market, and its stock price has fallen by more than 12.5% in 2014. The smart phone price war has accelerated the popularity of China's smart phones, providing the foundation for the next change in the mobile Internet business.

Starting in February 2014, the taxi driver headed by Tencent Godfather and the fast taxi led by Ali Godfather led a subsidy war, which is said to have been subsidized by the Tencent for more than a billion dollars. Most people are puzzled because it is hard to imagine how to make money in the future, and many users are not using it after stopping subsidies. In essence, the taxi software war is behind the mobile payment market for young users WeChat payment and Alipay war, WeChat payment is trying to subvert Alipay's monopoly position in the payment market. The result is Hornets, shaking and other taxi software have hung up or transformation.

The third electricity supplier war took place in the takeaway war which started in August and September. The main two are hungry and the United States network, although behind the Alibaba and Tencent, but basically has not much relationship. The US group subverted the position of the public comment in the catering industry through group buying, and was hungry to cut through the takeaway to challenge the influence of the US group in the catering group purchase. Large scale price subsidies, the United States Mission Network and hungry began to invite the whole Chinese cock silk to take away the takeaway, at present, the two daily orders are known to be more than 1 million. Apart from some takeaway takeups, most of them are hung up.

In the past year, all kinds of unscrupulous price wars were more than before. In the first two days, Dong Ge visited a friend who made mobile phone business in Shenzhen. Friends said that there were three smart bracelets in his building, but they shut down this year.

The price war launched by big companies without integrity has become more frequent and more frequent. In the past, when Internet entrepreneurs faced investors, they would often be asked, "what if Tencent did? Now, more and more e-commerce entrepreneurs will face more realistic challenges."

The Internet still has a strong Matthew effect. In the past, many entrepreneurs thought it was a safe corner. Although they did not expect to do a lot of business, they could earn a little money, but what the East elder brother saw was that it was hard to live in a safe corner. Entrepreneurs, no matter what stage they are in, must always maintain enough sense of crisis.

Four pen investment and financing

At the end of March 2014, Tencent announced its strategic investment Jingdong. Its Tencent e-commerce provider sold it to Jingdong, and added billions of dollars to the company. Jingdong has completed the upgrading of its market share in B2C, and has won the two largest mobile applications in WeChat, Tencent and QQ. For Tencent, the goal is to get rid of the burden and bring Jingdong into the new Tencent e-commerce ecosystem to subvert the monopoly power of Alibaba, while Jingdong seeks to subvert Tmall's dominant position by leveraging resources. Judging from the current situation, the two sides have differences, cooperation has not been launched in depth, and has little impact on Ali. From the understanding of Dong Ge, the biggest problem lies in the Jingdong. The way of WeChat and the entry of hand Q must be innovative, instead of the traditional way of selling goods to an entry, making several holes to provide goods for different categories. As a supplementary entry to Jingdong's official website and app, users will soon be numb and give up. If Jingdong wants to break through, it needs to change its KPI driven culture without innovation. Of course, more changes need to come from Liu Qiang Dong himself. The more successful he was in the past, the more he believed his stuff would be harder to change.

There are many investments in Tencent, such as public comment, 58 city and Locke. The most important thing is to sell WeChat bags for individual sellers. In October, pocket shopping announced C round of $350 million, of which Tencent invested $145 million. The ant army, Taobao is gradually expanding by hundreds of millions of sellers, and pocket shopping micro shop APP was launched in early January this year. Wang Ke, founder and CEO of pocket shopping micro shop, said that as of September this year, the micro shop has covered 172 countries, attracting more than 1200 000 shops, and 83 million independent visitors. The turnover has reached 15 billion. Although some of the data are somewhat water, it is not surprising for only a year. Starting in September, Jingdong's patting micro store started quickly, and the turnover in WeChat rapidly increased to tens of millions of dollars, which has surpassed the level of the past eight or nine years.

The new mobile electricity supplier, the social electricity supplier is born, if Ali looks at the number of new Taobao sellers, it must be a decline. Although Ali is more profitable is that Tmall is Alipay financial is big data, but without Taobao, Tmall is also a passive source of water. The centralization of micro stores is subverting Taobao's traditional model.

The second investment and financing came from the Alibaba in May announcing a $249 million investment in Singapore Post. Singapore Post was established for nearly 200 years, and now has 12 warehouses in Southeast Asia, Australia, Britain and the United States. Singapore Post's wholly-owned subsidiary, Quantium Solutions has more than 200 business enterprise customers. The surface distribution network of new post covers all Southeast Asian countries including Singapore and India. Ali's fast selling business is mainly located in Russia, Brazil, Argentina and other South American countries, so investing in Singapore Post, attracting Singapore Post's international postal, logistics capabilities, infrastructure and powerful distribution network, provides an end to end logistics solution for Southeast Asian consumers and businesses, and is a key step for Ali to enter the Southeast Asian market. Alibaba is subverting traditional American electricity providers such as eBay and Amazon in one regional market. In the wave of internationalization, traditional brands will also be more successful in grafting on these carriers such as Ali and Jingdong.

The third investment and financing is the 100 million round C round of financing announced in June. It seems that there is not much room for changes in the hotel market to usher in a new giant.

A week ago, the East elder brother and the former Tencent partners traveled in Tengchong, Yunnan. They stayed at the Villa Hotel of the road home, 3600 yuan a night, three rooms, a housekeeper, a separate breakfast, and a car and driver. Because my former colleagues were doing CMO there, I heard that nearly 3000 Villa Hotel had been opened in three years. Of course, it doesn't sound reliable. It's too expensive. But the average fare per passenger is more than 1000 points, considering that there are three or four rooms. Actually, the price is not expensive. It is very suitable for family and company team travel booking. The price is no more expensive than the home court, and considering the comfort and service, the cost performance is much higher than the former. It seems that the hotel industry is already highly competitive and overdone. But there are always new models and new breakthroughs.

This year, investment and financing in the field of electricity providers are very active. Over 100 million dollars also have the temple library network for luxury products. I bought the net for fresh food, the registered network of hospital visits, and the beauty of mogujie.com in costumes. When