Hai Tao'S Future Policy Is Not Clear. We Need To Identify The Core Strengths.

The shadow that has been bought or gone has been hovering on the head of entrepreneurs.

For cross-border electricity providers, if the 1 version of the domestic electricity supplier, consumer demand is to buy cheap; then, with the growth of China's middle class and income, the 2 version of the global electricity supplier, we just need to buy quality.

Slightly different from the traditional domestic electricity providers, cross-border electricity providers because of the specific cities in the bonded area, goods under the supervision of customs, and the national inspection regularly sampling mechanism, to a certain extent, reduced the survival space of counterfeit goods.

In the current several domestic cross-border electricity supplier models, Tmall international and Jingdong continue to purchase their familiar M2C third party platform mode through the global purchase. Through the "investment", a large number of overseas businesses have been gathered in a short time, far exceeding other electricity providers in terms of commodity richness.

But the defect is also very obvious. The third party mode has been repeatedly sampled by the SAIC to prove that the counterfeit rate is the highest. Is there any exception for overseas goods? Besides, there have been many media exposures that many domestic suppliers are opening up on third party cross border platforms, posing as overseas businesses.

Jingdong has also appeared before the "Li Gui Costco flagship store" incident, was officially issued by the Costco official indicates that it has no authorization.

Cross border brands have not been formed. Vicious price competition not only brings risks to counterfeit goods, but even irritates some special brands.

For example, the Japanese flower king has warned an electronic business platform to destroy its high-end brand image and reputation in the past ten years.

Because of hot robbery, Japanese merchants will also make phased purchase and price increase for Kwang diapers.

More overseas food and luxury brands are not willing to authorize the domestic electricity supplier channel, that is, they are afraid of destroying the quality, safety and price system.

Therefore, the United States is determined to cut off the luxury business on its third party platform, and turn the third party platform beauty makeup business into warehousing itself.

Chen Ou believes that although the sacrifice at the expense of short-term performance, but it can effectively strengthen the supply chain quality control, focusing on the healthy development of the future.

And some emerging cross-border electricity providers such as NetEase koala.

From the beginning, it insists on the pure self run mode, trying to replicate the legend of Jingdong B2C self run in cross border area.

Ding Lei once claimed that in three to four years, koala bought the ability to make the top three of the domestic self operated electricity supplier.

According to Ding Lei, he is very clear about what Chinese consumers need, and does not think that there are several big business providers in China have cross-border advantages: "the core of the electricity supplier is" business "rather than" electricity ".

They (ALI, Jingdong) have the gene of "electricity", and there is not necessarily a "commercial" gene.

Ding Lei stressed the cost effectiveness of NetEase koala and the maintenance of genuine products, the so-called overseas origin.

But in essence, the acquisition of NetEase koala sea is not very unique, and because of the self financing mode of heavy assets, the quantity of commodities has been updated slowly.

Like most cross-border electricity providers, there is no core advantage that shows enough differentiation.

What's more,

Dividends do not wait for everyone.

Its possible change factors include: 1. The cross-border electricity supplier pilot area is expanding or even completely liberalized; 2, the general trade tariff continues to decrease, and the postal tax system of cross-border electric power companies will be abolished, and the two will be unified.

For small and medium-sized players who rush in and want to get a share of the tax difference bonus, both are bad news.

In the case of policy liberalization, the advantages of Tmall, Jingdong and other giants in warehousing, investment, logistics, scale and other aspects will be highlighted.

Just imagine, with the advent of the era of global shopping, once Tmall international is independent of Tmall platform, it will speed up with Taobao and Tmall. How will other platforms still be financing?