Suning Or Ali Can Get Rid Of The Dilemma Of " Ali Su " Will He Be Happy?

Alibaba group and Suning cloud business group announced a comprehensive strategic cooperation. Ma Yun and Zhang Jindong smile at each other at the press conference.

In the afternoon, Alibaba group and Suning cloud business group jointly announced a comprehensive strategic cooperation. According to the agreement, Alibaba group will invest 28 billion 340 million yuan to participate in the non-public offering of sunning cloud business, accounting for 19.99% of the total share capital issued, and become the second largest shareholder of sunning cloud. Su Ningyun merchants will subscribe to Alibaba's new shares of not more than 27 million 800 thousand shares for 14 billion yuan. At the same time, the two sides also revealed that there will be a comprehensive and in-depth cooperation in the future. China's biggest online retailer is born.

　 Ali and Suning are in love.

Storm and typhoon, Ma Yun, 51, and 52 year old Zhang Jindong in Nanjing Suning Park, smile towards each other and hold their hands tightly. Behind the background are two different colors of planets, full of meaning. The more than 300 media reporters present almost stood on the chair, hoping to take this "historic moment".

Although reporters are still laughing: after the CPPCC member Zhang Jindong will no longer recommend. Online retailers Is it a tax? However, it is not surprising that Alibaba and Suning, who used to rub themselves in the past, are suddenly holding hands. "Ali is a shareholder in Suning, although the news is abrupt, but careful taste is reasonable." Zhuo Saijun, senior analyst at Analysys think tank, told China Economic Weekly.

First of all, for Alibaba, Suning will be "married" to go home, although it is expensive, but it can be regarded as a good deal, because it can make up for the short board.

Zhuo Saijun believes that the online retail layout of Alibaba has matured and has the largest resources of the Internet retail platform, but the resources sector still dominates the development of China's retail industry. Whether it is the cooperation between Yintai and the traditional department stores or the construction of rookies with logistics providers, it is to better place the online resources on the floor, and the "dowry" brought by Suning is also very rich.

Sunning Yun has more than 1600 outlets, more than 3000 after-sales service outlets, 5000 service providers and service stations that sink to four or five line cities. Alibaba The powerful online system can achieve seamless docking. In the future, users will be able to deliver goods within two hours at the fastest speed. Relying on sunning's stores and other resources, consumers can get on-site installation, maintenance, replacement and other after-sale services on line or offline.

In terms of logistics, Suning logistics has 4 million 520 thousand square meters of storage area, 4 aviation hubs, 12 automatic sorting centers, 660 city distribution centers and 10000 express points. In the future, if Suning logistics is incorporated into the rookie system, the logistics system after reaching cooperation will cover almost all 2800 districts and counties in the country, which can not only serve Alibaba and Suning, but also open to third parties in the future.

There is also more imaginative cooperation in the financial field. Benefiting from this cooperation, the relevant person in charge of ant gold clothing told us that the future ant Jin suit and Suning would cooperate in many fields. In the future, sunning online stores and more than 1600 stores under the line will probably be connected to Alipay. The two sides will also cooperate in sesame credit, Internet Banking and other Internet financial business areas.

Suning or getting rid of difficulties by Ali

On the other hand, Suning, who hopes to get rid of the traditional mode and turn to the Internet (even the "cloud merchant" whose name has become a very Internet fan), has been losing money continuously. The Alibaba may have finally found a way out of the embarrassing situation. Although in the outside world, Zhang Jindong's hand in hand Ma Yun has some more heroic feelings.

Looking at Suning's recent 5 years' earnings report, it can be found that the average annual net profit in 2009 to 2011 is 5.07%, 5.42% and 5.21% respectively, and the volatility in the 12 quarter is not obvious. But in the fourth quarter of 2013 to the three quarter of 2014, its single quarter net interest rates were 3.01%, 2.01%, 1.32% and 1.26% respectively. It can be said that the more online transactions are sold, the more losses the entity stores lose. This is reflected in the annual net profit margin of Suning, which has more than doubled in one year, almost showing a cliff type fall. On the evening of April 29, 2015, Suning reported in the first quarter that in the first quarter of this year, the company achieved operating income of 29 billion 448 million yuan, an increase of 28.77% over the same period last year, and the net profit attributable to shareholders of listed companies was -3.31 billion, which continued to suffer losses.

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Suning said that on the one hand, because of the low industry boom and the lack of external impetus for the growth of enterprises, on the other hand, in order to comprehensively highlight the strategic layout of the cloud business, since the beginning of the year, the company has implemented a series of organizational adjustment and system optimization in accordance with the Internet retail mode, which has affected the company's progress and performance.

In January 2014, Suning launched the financial product "zero money treasure", obtained the mobile communication resale business license, and bought the PPTV. After many acquisitions and cross-border activities, the Suning territory expanded to the fields of mother and baby, video, group buying, Internet Finance and so on.

But Suning has more and more adversaries. In addition to the traditional rival Gome, Jingdong, Ali, even in a series of areas such as open platform, video, group buying, are facing a "siege". Take Suning's investment and acquisition of PPTV as an example, the operating loss in the reporting period is as high as 485 million.

Suning wants to do all kinds of Internet Retailing in the future. The huge amount of money it needs can be imagined. But where did Suning get so much money? Can you guarantee that no money will be lost after raising the money? Fortunately, the Alibaba has appeared.

Sun Weimin revealed that the change brought by "Ali Su" was first that Suning would open suning.com on Tmall. Flagship store Suning's logistics began to open to Ali, and Suning's store opened to Ali's merchants. The picture shows a staff in Nanjing's Suning store displaying the mascots of Tmall and Suning.

The future of "Ali Su"

Suning cloud business resumed, not surprisingly sealed the limit. On Monday, Jingdong's share price went down at a low price. At the close, Jingdong shares fell $2.01 to $30.06, or 6.27%, the highest in 4 months. Alibaba group (NYSE:BABA) shares rose sharply, closing at $80.47, or 2.09%.

As of the time of dispatch, Suning cloud merchants have been trading for two consecutive days, while Jingdong has dropped more than 6% in two consecutive trading days. Wall Street generally believes that the alliance between Ali and Suning is bad for Jingdong, but it has little impact on Alibaba.

Ali and Suning's hand in hand, was compiled by many netizens to make fun of Liu Qiangdong just drying out the wedding photo, saying that the gift of Ma Yun and Zhang Jindong is a little heavy, and too much heart. However, after the end of the conference, Alibaba group CEO Zhang Yong and sunning Yun chairman Sun Weimin said in an interview with reporters: "strategic cooperation is based on both sides' choice of future market direction and business mode. The emphasis is on the complementarity and superposition of two kinds of resources on line and offline, while" friend business "is neither a starting point nor a destination.

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Zhang Yong said: "we have talked about the combination of the real economy and the virtual economy for a long time. We need to have a practice to promote such a combination and" Internet + ", hoping to create a completely new user experience and business model in our cooperation.

However, Jingdong also responded to the alliance between Ali and Suning. "Jingdong always believes that the user experience is the most important thing. Jingdong has always focused on this, becoming the best user experience online shopping platform. Jingdong will continue to focus on continuously improving the user experience, bringing the best products and services to consumers and the best preferential prices.

Zhuo Saijun believes that "Ali's combination with Suning's two swords will undoubtedly affect the convergence rate of China's retail industry format and speed up the whole industry chain of China's retail industry. O2O and other online and offline resource integration mode will usher in a rapid development, and greatly promote the process of China's retail Internet.

According to Sun Weimin, the change brought by "arisu" is first that Suning will open suning.com's flagship store on Tmall. Suning's logistics begins to open to Ali, and Suning's stores are open to Ali's merchants, and most importantly, the two sides have access to big data.

Zhang Yong introduced, "we will make use of big data to complete the full range of services online and offline for consumers. Especially with data access, we will surely get more information about consumers' preferences for commodities and feedback to the supply side, which will provide more value for our producers and suppliers."

Indeed, online and offline integration is not just a question of Ali and Suning. The value and significance of success or failure lies not only in how the two companies combine digital commerce with physical business, but also an important exploration in the whole Chinese business.

On the press conference, Ali and Suning may be accurate from the arrangement of the two planets. The orange ball represents Ali, the blue sphere represents Suning, and the Ali orange embraces Su Ning blue. Just a short interview, you can feel the great difference between the two companies' culture, temperament and behavior style. The conference was held in Suning's conference hall, which was invited by Alibaba. Internet It is impossible to understand why the door should be locked up to open a press conference, even if it is not allowed to go to the toilet, there is almost a conflict. The only reason is that a certain general told reporters not to leave the court first, while the Internet press release time is limited, and the press conference has just arrived in half, leaving the press is very common.

As Ma Yun said, "because our two families have their own unique culture, our two families have quite a large organization, and our two families have different training staff. But for common purposes, we must give up our views on many issues."

In the final analysis, business logic is perfect, and ultimately falls on human problems. 180 thousand sunning people and 30 thousand alibaban people are rooted in very different cultures. Although holding hands for only two months, happiness may take a long time.