Apparel Retailers Are Most In Need Of Upgrading.

Once the haze came, the NDRC became the protagonist again, not because of the price adjustment of refined oil, but because of its recent report to the Central Committee, which involved the controversial "online shop causing unemployment" issue.

The NDRC's position is not specific to Alibaba.

You know, in China, there are Jingdong, mogujie.com, beauty and other other categories or vertical subdivision of the electronic business platform.

If we insist on the substitution effect, the daily necessities of Tmall supermarket have really squeezed the market of community retail formats. Indeed, the Taobao of the rural area has eroded the market of the rural canteen. The strong 3C category of Jingdong has really closed the Hailong building in Zhongguancun.

Those mobile, content oriented, social networking new business platform, also forced the offline jewelry shop, small clothing shop can not go down.

These two days, the Central Committee is holding the 2016 economic work conference.

The national development and Reform Commission said in its analysis of next year's economic situation: "although new forms of online retail, express delivery and other new jobs have created some new jobs, we must also note the impact of online shops on physical stores and the significant substitution effect."

You know, just after Tmall's "double 11" global Carnival recorded a record 91 billion 200 million yuan total turnover, a piece of paper circulated on the Internet (later proved to be a rumor): "when a British Jazz talked about the electricity supplier problem, it was unbluntly said that China allowed the electricity supplier to develop so fast, which is a serious mistake in social economic management."

A small commercial shop is behind a middle-class family that destroys their living environment, which is a social disaster.

But this is not a word of mouth.

The national development and Reform Commission (NDRC) has investigated this time: "the physical stores of books, clothing, household appliances and other products have been hit the most, some of the physical stores.

It is difficult even to shut down the tide.

Some traditional department stores have also been greatly affected, and the business boom has continued to decline, which has a great impact on the employment of the relevant groups.

Frankly speaking, the traditional bookstore is not only impacted by e-commerce, but also affected by the Internet audio and video industry.

As for household appliances and department stores, after entering the era of chain operation, the private enterprises above designated size are not the couple shops and self-employed households in the Duke of England. They should foresee the impact of electricity providers, take risks and losses.

The national development and Reform Commission's rare statement reveals two information: first, the traditional retail business has attracted the attention of the highest decision-making level. Two, the relevant departments believe that this is related to the explosive growth of e-commerce.

In other words, the relevant departments believe that the traditional industries due to reduced employment of electricity providers, (Yuan Yuan) more than the new employment of electricity providers themselves.

In other words, the substitution effect of electricity providers on traditional retail employment is more than synergy.

And so on.

This seems to be very inconsistent with Ma Yun, chairman of the Alibaba board.

During the Wuzhen World Internet Conference, Ma Yun reported to President Xi Jinping that there were 8 million 500 thousand active sellers on the Alibaba platform, creating 10 million direct jobs and 3 million 520 thousand indirect jobs.

Ma Yun called this group "network merchants" many times. They include brands, channels, logistics providers who directly engage in e-commerce business, and even engage in reverse customization (C2B).

And indirectly involved in communication, design, marketing and other service outsourcing providers.

Ma and the NDRC are all right.

Ma Yunsuan is a big account of the whole national economy, while the NDRC is a retail account.

Well, the problem is coming.

A retailer has lost his job. Is he going to do logistics, manufacture and create brands? Most people can't do that because of barriers such as technology, market and intellectual property.

This is also a question that Ma has never been able to answer: how to deal with the retail losers under these competitive mechanisms.

The "hand of the market" is beyond the reach of the government's hand.

Let's look back at the industry that the national development and Reform Commission has mentioned, which is much influenced by electricity providers, such as books, clothing, household appliances and department stores.

Books, household appliances and department stores, which have long formed regional oligarchs and national oligarchs, are neither short of money nor lack of policies, so long as they are properly laid off and resettlement and bankruptcy liquidation.

But those are those.

Most of them need upgrading and upgrading: a market is extremely dispersed, and it is difficult to organize effectively (such as mergers and acquisitions); two, there are many low-end products without brands and no warranty. Fake and shoddy products will be sold to online stores even if they are not sold to small shops, and the illegal cost of online stores is lower. Three, private and private shopkeepers are not highly educated and have limited skills. Once unemployed, their livelihood is not guaranteed.

In the short term, the government can help them to "smooth" to the electricity providers, micro businesses (such as micro-blog, WeChat); in the long run, they still have to adapt to the new business trend to subvert the trend of traditional formats.

As Ma Yun recently circulated widely,

"This is an era that destroys you, but it has nothing to do with you; it's a time when you cross over to rob you, but you can't fight back; it's a time when you wake up too slowly and simply don't wake up; it's a time when your opponent is stronger than you, but you don't even know who your opponent is."