Inventory Of Alibaba'S &#34 In 2014; Chess Board "

2014 pairs

Of course, the meaning is extraordinary.

In September 19, 2014, eight representatives of Ali ecological group hit the bell of Ali listing, and the market value exceeded 200 billion US dollars.

In addition to the capital market, Ali won a grand slam in 15 years. 2014, Ali's actions in the industrial field continue to be dazzling, frequent, frequent and complex.

"Let the world have no difficulty in doing business" looks more like "to do business in the world".

Ali can ultimately digest and consolidate these investments.

The "chess", the answer can only be given to time.

And the spectator needs to sort out what is the logic between each business section of the business section, where is Ali in a "chess game"? What is the chance and the hidden danger?

This article reviews the key actions of Alibaba in 2014.

The main background of these actions is: Tencent alliance with Jingdong, pressure from mobile phone to Ali; vertical local service O2O blossom; Internet financial innovation is mushrooming, but the regulatory situation is complicated.

Basic electric business -- ecological purification, seeking increment

Remember 2011.

In October, "siege incident"? At that time, Ali introduced "Taobao's new regulations" to substantially increase the annual service fee and margin for merchants, which led to discontent among small and medium-sized businesses and rebelled against it.

In mid 2012, after the corruption of Taobao's second child was exposed, Ali carried out anti-corrosion rectification.

At the end of 2013, Ali checked Tmall and Taobao merchants' fraudulent pactions and sold them off. They closed down a lot of shops without warning.

On the other hand, the input cost of businesses increases, and the effect of paction conversion is far less than before.

Combined with the above situation, it is enough to reflect the true situation of Ali's (retail) electricity supplier ecology.

In the past 2014, Ali has not ceased to purify its ecommerce ecosystem, but has changed its way.

For example, Ali's "counterfeiting" is no longer a unilateral action. Joint law enforcement agencies use data analysis and other technical means to expand the business of selling fake goods from businesses to the source, and suppliers fight against counterfeiting.

Taobao's "extended margin payment range" is mainly from C2C new products to second-hand pactions, and the category is subdivided into digital 3C.

The introduction of dynamic assessment "gold sellers" is intended to allow businesses to get out of the dilemma of fighting traffic and burning through trains.

But in fact, it is impossible for businessmen to get rid of the difficulty of traffic pformation because of the adjustment of a policy.

According to Ali 2014Q3 earnings report, 50.46% of the revenue comes from the advertising and service fees of 8 million businesses, so there is no big change in Ali's basic electricity business profit model.

In addition to combating and standardizing, Ali is pushing to expand the market of demand, so as to break the idea of "having more money than enough".

Demand increment, tiger sniffing summarizes the two major trends of Ali, one is sort out carding deep digging, the second is the channel sink, push the rural electric business.

First look at the category combing, Ali dug GXG "tens of millions of sister" Li Shujun is responsible for the clothing category, the former CEO Wang Li Cheng is responsible for life home business (now Juhuasuan head), and according to Ali insiders, there are many traditional business operators to join, this sub person has rich experience in category management.

Fresh and cars became the two category that Ali pushed back in 2014. The dramatic scene appeared in Tmall's high-profile claim that Tesla joined the double eleven and was stopped by Tesla headquarters in the United States.

In terms of rural electricity providers, apart from "brush the walls" with the public electronics suppliers, Ali is still pushing the "Suichang model" on the basis of "Taobao village".

In November 2014, the "thousand counties and ten thousand village plan" launched by Ali released the signal of Ali's increasing investment in rural electricity providers in the next few years.

Logistics is the infrastructure of Ali's electricity supplier ecosystem.

In the whole rookie network, Ali has joined up with Shun Feng and three links one da (Shen Tong, Yuantong, Zhong Tong, rhyme). It has also built and integrated some warehouses, but there is still a lack of intermediate trunk links. Therefore, whether it is investment day to day, card running world, full peak speed, and cooperation with China's postal administration, it is the perfection of rookie network backbone.

Of course, Haier's cooperation with Japan also has difficulties in distributing electricity, forcing the expansion of Alibaba.

International Business - open up the mountain and cross the river with water.

According to Ali Q3 2014 earnings report, Ali group revenue 16 billion 829 million yuan, an increase of 53.7% over the same period, of which international retail business (B2C) revenue of 419 million yuan, an increase of 100% over the same period last year, the growth mainly comes from the rapid increase in sales volume.

And Ali international wholesale (B2B) business in the third quarter of 2014 revenue also reached 1 billion 198 million yuan, an increase of 24% over the same period last year.

This year, Tmall double eleven put forward the concept of "globalization". It opened the first shopping Carnival to other countries. The final results showed that on the day of double eleven, 217 countries / regions had generated pactions on Tmall, but the specific paction volume was not announced.

Surveys of overseas users in CCTV dialogue show that most consumers prefer to choose Amazon instead of Alibaba.

In this regard, Ma Yun said he would prefer more overseas businesses to sell on Ali's platform.

So, "Hai Tao" has become the internal part of Ali's international business.

This also caters to the background of the vigorous rise of cross-border electricity providers in 2014.

And Alibaba overseas construction, warehouse, through payment, customs clearance and other links are also closely linked to cross-border business process of e-commerce.

In terms of geography, Ali chose Asia as a breakthrough point and Europe and America as a model.

Unlike other "Hai Tao" rivals, Ali has a leading edge in relations with other governments. Ma Yun can be interviewed by British Prime Minister Cameron and South Korean President Park Geun hye and other national leaders.

In addition to "Hai Tao" or to attract overseas users, we recall the trend of Ali in the world in 2014, whether it is Alipay internationalization, Ali's establishment in the US and Russia, and invest in new post.

In 2014, Alibaba international business is still in the stage of "road building and bridging". This process will last two or three years. In the process, alibaba will invest in leading local enterprises or entrepreneurial teams in addition to local stations.

India, second only to China's population, will be the latest focus of Ali's international business.

{page_break}

O2O -- lingering platform logic

"Clothing, food and housing", "clothing" is mainly in the basic business part of Ali, "food and shelter" can be generally summarized in the O2O business layout.

By the end of 2013, Taobao launched the mobile catering service platform "Amoy little". By the end of October 2014, Taobao had been traveling independently.

In addition to Alibaba's own operations, other O2O businesses are carried out through strategic investments or acquisitions.

In 2014, O2O was very hot. It has penetrated into the field of subdivision and localization services such as housekeeping, washing and nail making. It is easy to find that Ali's O2O business layout is biased towards public users and high frequency consumption areas.

The acquisition of Gao De, investment Beidou navigation and investment Yintai are Ali's infrastructure in the service of O2O and retail O2O layout.

Drop taxi, American group, cornerstone information and other enterprises are leaders in all fields. Besides business expansion needs, they also have strategic defensive means against Tencent and Baidu's two camps.

It is not difficult to find that whether they build their own or all O2O companies, their commonalities are "platform logic". These platforms will form a business chain themselves. For example, before Ali's independent online travel "go ah", it has invested 2 billion 800 million yuan in strategic investment, and the latter accounts for 90% of the market share in the domestic five star hotel management system. Tourism and hotel business can be interconnected.

Therefore, the mosaic of business chains will form a closed loop of Ali O2O platform.

In addition, users' consumption behavior in "food, clothing, shelter and consumption" will generate a lot of raw data, and a steady stream of data deposition has laid the cornerstone of Ali's big data business. Finally, Ali big data business will feed the business of O2O and other businesses, and continue to circulate in a similar way.

In the case of Ali, which focuses on the physical business, while turning to the service centered O2O, the latter not only inherits the platform logic of the former, but how to integrate the two effectively is the "blind spot" at present.

Put medicine in the O2O link, in addition to Ali "future hospital" plan, do not see other related places, but with the State Food and Drug Administration issued the "Internet food and drug management supervision and management measures for the draft", to open online pharmacies, the sale of prescription drugs near, will break the medical and medical devices online constraint, in the direction of O2O exploration, including the combination of smart wearable devices, BAT will be eyeing.

Ali strategic investment CITIC twenty-first Century (renamed "Ali health") won the first third party online drug sales qualification certificate pilot licensing enterprise.

It can be seen that Ali has a card in the direction of the pharmaceutical trading platform. In the next two years, it will catch up with the dividend policy of the pharmaceutical business, and the pharmaceutical business enterprise in the vertical subdivision will be Ali's "prey".

　　移動業(yè)務(wù)——壓力來自用戶逐漸養(yǎng)成的“去中心化”購物習(xí)慣