Will Cross-Border Electricity Suppliers Become A New Burial Area?

Cross border electricity providers across the border or mirror, we count as an account.

According to the statistics of China Electronic Commerce Research Center, the scale of cross-border e-commerce in China in the first half of 2015 was 2 trillion yuan, an increase of 42.8% over the same period last year, accounting for 17.3% of China's total import and export value.

Among them, cross-border electricity supplier exports accounted for 84.8%, the import ratio of 15.2%.

This also means that China's

It reached 304 billion.

And the analysis predicts that by 2018, the number of Chinese sea scouring will reach 35 million 600 thousand, and the scale of the sea will reach 1 trillion yuan.

If it is such a data, the author thinks that these data reflect more people's demand for imported goods, and based on their distrust of domestic products, especially in food, cosmetics, maternity and baby products, cross-border electricity providers only build a bridge, which provides convenience for Chinese people to realize this demand, and does not reflect that cross-border electricity providers themselves have done a good job.

In 2016, after another year's development of cross-border electricity supplier industry, there may be a new round of growth, including the growth of market volume, the increase in the number of enterprises and platforms, and the growth of the number of users.

According to the Ministry of Commerce forecast, China's cross-border e-commerce import and export volume will reach 6 trillion and 500 billion yuan in 2016. In the next few years, the proportion of cross-border electricity suppliers to China's import and export trade will increase to 20%, and the annual growth rate will exceed 30%.

However, this can not offset the author's worry that cross-border electricity suppliers may be closed down in 2016, even if the above data will be better, such as 2015, which reached 6 trillion and 500 billion.

Because there are some internal and external factors in this industry, which will lead to such a situation.

Another data shows that in September 2015, domestic

There are more than 5000 platforms, and more than 20 cross-border e-commerce enterprises have been through various platforms.

With this dilution, we can see that this prosperity is just a mirror, with an average of 20 enterprises. The turnover of each enterprise is only 5 million, and that of the sea is only 1 million 520 thousand. The average turnover to 5000 platforms is 400 million for each platform, and 60 million 800 thousand for the sea.

Even if all these are profits, remove them.

How much more can be left? This may also reflect that the overall profitability of the cross-border electricity supplier industry is still relatively poor, so the demand for capital will be so urgent.

And if all of them are driven by capital, what will happen if the capital chain breaks?

It can be imagined that even if a few of these enterprises live well, most of their living conditions may not be too optimistic.

Even Lanting Pavilion, which has been seen as China's cross border e-commerce benchmark enterprise, is also having bad news this year. Its 2015Q3 earnings report shows that they have suffered 8 consecutive quarterly losses.

Although cross-border profits increased substantially in the first half of the year, its subsidiaries also suffered losses.

Although other enterprises have not yet disclosed relevant information for a while, how can we believe it can be inferred.

Like O2O, cross-border electricity providers are also a heavy investment area, which requires greater cost to promote its development.

In the field of O2O in 2015, because of its own series of problems, the most important thing is the fragmentation of capital chain, and a large number of enterprises have already died.