2015 Electricity Supplier'S Ten Major Trends: How Many O2O Have Disappeared Under The Bullets?

2015 is an extraordinary year. It's China.

The rapid development of electric light and flint in the industry is the first year of the pattern and strategy.

Double eleven, 91 billion 200 million, this is a brand new figure. Behind the battle, are all the giants and the number of O2O disappearing under the bullets? Who has suddenly sprung up? Who has brought us subversion and wonder? What happened to the business circle in 2015? What will it bring to us? In the next few days, the network will provide you with a series of market points for the 2015 year.

You can read and participate in discussions on behalf of the website, micro-blog, and the public address.

1. Keywords: Merge

Enemies form alliances, kill each other and fall in love.

Such stories occupy the headlines of the 2015 electricity supplier.

Announcing the merger from dripping and express, to the 58 city and the fair to announce the news of the two sides, then to the US group and the public comment on the strategic cooperation, and jointly set up a new company, "new beauty".

Behind the merger of this series of similar giants, the BAT phantom is frequent. Tencent is thriving. Ali and Baidu are equal.

On the one hand, it reflects the contribution of the party to promote the merger at all costs in order to maximize profits; on the other hand, the new Internet economy is born to monopolize the monopoly, and the strong alliance is subservient to the free economy and the attention economy.

The trend of industry reshuffle is becoming more and more obvious. Especially in 2015, the "capital cold winter" theory, it is better to hang together to keep warm.

Comment:

In those days, Youku and potatoes played a leading role in the combination of blood flow and lawsuits.

There is nothing impossible in the industry. There is only eternal interest and no eternal enemy.

After the merger of the similar enterprises of the Internet, the industry has reduced the malicious competition and improved the overall competitiveness. Many of them have become the absolute leader of the industry.

However, behind the merger, the weak side will always be out.

2. key words: Brush list

Emerging industries always experience various kinds of disorder, especially this year, which is a great leap forward in the industry. The great leap forward is always accompanied by the expansion of data and the madness of users.

Many in the platform to pursue data in the implementation of high subsidies, which makes business users tend to be confused.

At present, there are at least 1 million people in the country who are actively scrubbing Taobao stores, and the illegal income in the whole country is as high as 400 million yuan per day, which is 146 billion annually.

It is not just Taobao, Uber and other net rental car rental situation is indeed very serious, Taobao only a channel, it bought and sold about 200 thousand of the Uber passenger account.

And Taobao orders are mainly small scattered users, more wholesale users are through telephone, QQ and other private contacts.

The total amount of false orders generated through the brush list is expected to reach a million level.

In November 22nd, CCTV's "News Live Room" rarely used 13 minutes long exposure to Taobao and other electronic business platform "brush", the false trading behavior, so that the high-profile exposure of the brush, but in fact, Ali began to crack down on the bill six months ago, so many C shops were overwhelmed by the blow.

Comment:

In the field of e-commerce, the brush list is just the tip of the iceberg. There are hundreds of enterprises that provide brushing effect services on the Internet. In addition to the website ranking, the Baidu index, online store turnover, APP downloads and reviews, new media account fans' reading volume and so on can all be "artificial".

Conservatively estimated that China's annual brush market is in the 10 billion level.

3. key words: encirclement and suppression

In October 14th, Suning made it clear that it would unite with Ali to "go north" in big appliances and 3C.

Not only that, Su Ning also publicly expresses, has reached "double 11" exclusive strategic cooperation with the mainstream brand of mobile phone, color TV and so on.

It was clear that Ali Suning joined in the encirclement and suppression of the Jingdong.

After undergoing a round of scrimmage and alliance, the giant began to carry out various targeted encirclement and suppression, and the duopoly pattern of the electricity supplier was gradually taking shape.

And this encirclement and suppression began to be reflected in the products of Oligopoly: "Baidu Department" Ctrip, ordered elong, and where to go to kill suppliers who operate on Ali travel platform. Ctrip asked suppliers to make two choices in Ali travel and Ctrip; after Ali withdrew from the capital, the US group entering the Tencent camp immediately asked merchants to lower all Alipay and wom network's guide materials within the specified date, and the store should not promote Alipay discount and marketing activities for us group members.

Comment:

It is the consistent practice of Chinese Internet companies to combine the vertical and horizontal links, crack down on competitors and gain market share.

China's Internet is sometimes like a river. There are factions and struggles in the rivers and lakes. At present, the three major camps headed by BAT are opening up their own platform strategy.

4. key words: ice and fire

2014 in the second half of the year and the first quarter of 2015, the micro business is "fire": a large number of traditional brands are announced to enter micro businesses, and more than 1000 micro businesses forums every week. The circle of friends is full of the news of micro business and violence; but the second quarter and the three quarter of 2015 are now "ice". CCTV has revealed the micro quotient in several phases of the program, and some of the micro businesses are characterized by pyramid schemes. Various sections and large numbers have found out various kinds of quotient to satirize micro businesses. With the questioning of traditional newspaper media, the number of large and micro businesses in China has dropped by nearly 70%.

The development turned into the freezing point.

Even more, "50% micro businesses are dead": with the maturity of the micro business sector and the low threshold, independent individuals have joined.

The collapse of profiteering effect has made some traditional big brands withdraw from micro businesses, and some small teams are thriving, but they are insignificant for the whole industry.

Comment:

We can not define micromarketing as pyramid selling because some people or many people do pyramid selling.

In fact, any kind of business mode will go through the era of irregular barbarism in the early stage, but the self purification ability of the market will eventually lead to the survival of inferior business models.

WeChat has hundreds of millions of users, and the prospect of micro business is self-evident.

5. key words: extinction

O2O, who had been very popular in 2014, and early in 2015, refused to visit the home network, find fun, hiking dog travel, jelly travel and other travel O2O to death, care nets, classrooms 36, help test and other education O2O shut down, housing network, cheng road network, 100 million words and so on property O2O desolate and go.

In the field of fresh O2O, every day orchard, Jingdong and Shun Feng choose a fierce price war, "1 cents to buy 30 yuan of fruit, for a App download".

As a result, dozens of fresh O2O grass roots start-up companies have been closed down in Beijing and Shanghai.

These industries set off the O2O death tide, all have the same logical chain: because the consumption frequency is high, attracting the huge head to enter, monopolizing the flow entrance, and raising the promotion cost - leading to "grass roots" burn up funds, sad out.

Comment:

We are optimistic about the development of O2O in China. The recent O2O projects are mostly projects that are not reliable or have no market rigid demand.

Today's Internet has entered the era of mobile Internet. We can easily purchase all kinds of O2O products and services through mobile phones anytime and anywhere. As long as the O2O project meets the rigid demand of consumers, I think there will be a market for him.

6. key words: monopoly

In November 12th, the 2015 Tmall double 11 Carnival media center in Beijing water cube displayed the final Alipay real-time paction data on the big screen.

As of November 12th, 0 hours and 0 minutes, Tmall double 11 global Carnival trade volume 91217017615 yuan, a breakthrough of 91 billion 200 million yuan.

The proportion of wireless pactions is 68%, and the total number of countries that have been traded is 232.

Guangdong, Zhejiang and Jiangsu rank the top three in the national consumption provinces.

From this figure, it can be predicted that in 2016, China's electricity providers will only have ALI and Tencent Jingdong two oligopolistic patterns of electricity supplier monopolization. Two electricity providers account for more than 90% of China's electricity supplier's market share pattern. 3 to 5 years will not be changed. Other electricity providers, especially B2C, will basically disappear.

The dream of centralization of China Unicom is not realistic.

Comment:

Alibaba and Jingdong are very strong, but they do not represent other platforms or businesses. Now many of our traditional enterprises have begun to wake up, and actively use the channels and models of the Internet to start upgrading and upgrading. Their future layout and performance in the field of e-commerce is worth our expectation.

7. key words: turning point

2015 is the turning point of China's cross-border electricity supplier.

Because of fierce price war and homogenization competition, the traditional cross-border electricity supplier's business mode and growth mode have been severely tested.

The cross-border electricity supplier has been regarded as "the last piece of cake" by the electricity supplier industry. With the FTA policy and matching gradually coming into operation, not only the electricity giants have accelerated the internationalization layout, but also the listed companies of traditional industries have been blowing the horn of "Internet +" to seek pformation, and enter cross-border electricity providers. At the same time, they have also spawned a batch of new cross-border electric business enterprises and entrepreneurs. They have also been competing for the capital of various sectors in the rapid expansion and occupation of market share.

The reshuffle of competition brought about by the white hot market makes China's cross-border electricity supplier industry enter the consolidation stage.

If cross-border electricity supplier is a traffic game before 2014, there will be more integration cases after 2015.

The first wave of cross-border electricity supplier featuring grass-roots entrepreneurship and price war has passed, and there may be a second wave of cross-border electricity supplier boom in the coming period.

Comment:

The essence of cross-border electricity supplier is not new technology, but a new mode of birth under the old demand. The demand for cross-border electricity providers has always been there, but there is no suitable model before.

The rapid development of cross-border electricity providers in China has begun to be reflected everywhere.

This new mode is not as difficult to land as the concept of Internet of things, cloud computing, big data and so on. It is difficult to be perceived by the public. It is accompanied by the needs of the market, and it can make an explosive development.

In short, cross-border electric business is one of the few new models that can quickly fall into China in recent years and serve the people's group. We are optimistic about the future development of cross-border electricity providers.

8. key words: fission

In May this year, Ali invested in strategic investment and opened a terminal platform to face the last mile.

The express industry has gradually split into two camps: Ali and non Ali.

After Ali joined the stock market, SF joint Shen Tong, Zhong Tong, rhyda announced the joint creation of a company called Feng Chao technology, which is a 24 hour self-service open platform for all express companies and logistics providers.

At the same time, the traditional Third Party Express has been influenced by the format of efficiency experience, such as O2O.

Most of the new city logistics have Internet genes. Through innovative business models and ideas, we are trying to subvert the market rules that we are accustomed to.

In addition to hungry, Baidu takeaway platform self distribution team, there are many third party enterprises involved in O2O logistics services, including crowdsourcing mode integrated delivery capacity errands service (everyone express, dada distribution), there are integrated social restricted vehicles, the realization of goods distribution in the same city.

Comment:

In China, in the past 10 years of gold, e-commerce and logistics industry can develop rapidly under the condition of relatively low level of information. A large part of the reason is that China's labor costs are low, and the couriers have been classified as blue collar.

But today, China's service value consciousness has increased, and human cost has begun to increase. For many express companies, a $10 cost list has been consumed at the last mile of 5 yuan.

How to improve the efficiency of express delivery is directly related to the development of China's logistics economy.

9. key words: offline

Beginning this year, online payment tools such as Alipay and WeChat payment began to infiltrate into offline stores.

So far, the number of stores and convenience stores that support Alipay payment online is close to 4.

According to incomplete statistics, the current access to Alipay includes Carrefour, Huarun Wanjia, WAL-MART, Wuming, Century Lianhua, Auchan, Wuhan, China, the family of 7-11, and so on, more than 70.

WeChat also has access to many scenes such as people's livelihood and consumption. Now the total number of online stores is more than 150 thousand.

This year, there will be more than 30 lines of business under the double Alipay word of mouth, including 3 convenience stores in supermarkets.

Covering eight places, including restaurants, supermarkets, convenience stores, takeaway, business circles, airports, beauty salons, cinemas and so on, are located in more than 200 cities throughout the country.

Comment:

Although the online upstarts led by Alibaba in the past two years have hit the Chinese business offline.

But in recent years, offline businesses have been unwilling to continue to eat their cake, and have begun counterattacks.

Some time ago, I went to many three or four tier cities in China to do research. In some seemingly traditional shopping mall, many businesses launched a variety of promotional activities with double 11 as the theme.

10. key words: Dilemma

From the noise of the first half of the year to the silence of the second half of the year, the rural e-commerce has gone back to the reality that it is still in its infancy and is facing many plight of lack of money and lack of supporting services, especially in infrastructure construction, competitiveness building, business platform building, logistics system and related training.

Among them, the development of agricultural products logistics is lagging behind, which not only weakens the market competitiveness of agricultural products, but also becomes the bottleneck of the entire circulation system.

Compared with urban e-commerce and industrial e-business, at present, most rural logistics terminals do not reach the village level. In addition, the speed of agricultural product logistics is high or the technology needs to be kept fresh, which is much more costly, and the cost of logistics pportation is relatively high, which hinders the development of agricultural e-commerce.

In China, the average loss of agricultural products logistics links is 30%, while the developed countries such as the United States and Japan are 3% or even lower, with a difference of ten times.

Comment:

With the advent of the information age, China has seen many new technologies and new business models in recent years. The new business models of the mainstream begin with the first tier cities such as the north, Guangzhou and Shenzhen, and then extend from top to bottom.

That is to say, after waiting for the north to deepen and mature, it will expand to two or three line cities and even five or six line villages.

But now we see that the new model of O2O, our northern Guangdong and Shenzhen, is just beginning to explore, and the rural areas on the Loess Plateau are vigorously advancing.

It is surprising that change has happened so quickly.

It can be said that rural electricity providers and O2O are developing at an ultra-high speed.