As The Saying Goes, "Three Women Play," What Kind Of "Good Play" Will The Three Men Play?

Ma Yun as China

Boss, he was very confused.

In front of the "brush face politicians", they accepted the SEC's investigation, and encountered the "big shareholder reduction", and did not forget to nail the advertisement.

6.18 on the near node of the shop, Zhang Yong sent a "deep water bomb".

In May 18th this year, at a press conference held by Jingdong, Liu Qiangdong said that Jingdong has three major strategies in future: technology strategy, category strategy and logistics strategy.

He also said that Jingdong's home appliance sales will exceed Gome and Suning this year, and will exceed Gome + Suning in the next three years.

In June 1st, the "flash marriage" was ten months' Ali.

From internal blending to external radiation, it has pulled the half of the retail sector, set up trillions of "King alliance", and pulled out 10 billion incubator funds.

Ma Yun, Liu Qiangdong and Zhang Jindong, what will be the best performance of the three trillions of men?

Marriage in unexpected and reasonable ways

Once, when Liu Qiangdong released the Jingdong's two quarter financial report, he not only declared a high-profile supermarket, but also got a license from his sister, Zhang Zetian.

With the help of the news of the "one yuan annual salary", Liu Qiangdong has no two of the scenery. For a time, he left the illusion of the boundless scenery of Liu Qiang on the Internet in the domestic Internet circles.

However, a "unexpected, reasonable" marriage completely smashed the field, the strong brother of the limelight completely covered - MA and Zhang Near East "together".

In 2015, after the marriage of Jingdong and Yonghui and Ali, Suning, the Internet immediately exploded.

There is a voice that Ali and Suning are united in order to check Jingdong, because as the leader of the domestic electricity supplier industry, the taste of the second is very obvious. Suning and Ali have hurt Jingdong.

In the field of domestic electricity business, Ali is the first without controversy. Jingdong is second, and there is no suspense. But Suning's third must have a question mark.

Because Suning is pformed from the ground distribution platform, although the volume can reach third of the country, the boss and the second generation basically divide the vast majority of the domestic electricity suppliers.

Suning's electricity supplier is not a success.

But Suning has the advantage that Ali Jingdong does not have, and has extremely developed and rich ground distribution points, that is, resources under the line.

Jingdong joined hands with Yonghui and Ali to join hands with Suning. Although their motives seem different, they all combine strong online and strong lines to maximize the quality of online resources and offline resources.

Jingdong against Suning and Gome

As we all know, there has always been a smell of gunpowder between Suning and Jingdong.

At the end of August 2012, when the electricity business was in full swing, Zhang Jindong and Liu Qiangdong had publicly set up "gambling".

Zhang Jindong said, "the growth rate of easy shopping in the first half is 120%. If the growth rate of Jingdong is faster than that of suning.com, I will send Suning to him."

Subsequently, Liu Qiangdong immediately declared that he had accepted the challenge and emphasized that he would invite an independent auditor to audit, and the loser would "share the shares with micro-blog's users, please bear witness!"

The "gambling" at that time caused strong concern on the Internet, "gambling" micro-blog was forwarded 500 thousand times.

However, because Liu Qiangdong has not announced Jingdong's performance, the gamble has never had any result.

At the end of 2015, Liu Qiangdong raised the matter again.

According to the financial data at that time, in the first half of 2014, Jingdong's revenue had exceeded the total revenue of the Suining line.

The total volume of Jingdong pactions is faster than that of Suning and offline, but compared with suning.com, Jingdong is still lower than suning.com's 80.63%.

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Liu Qiangdong said Suning and Gome's offline business wanted to be pferred to the online industry, and no ten years had been pferred. The pformation was too painful for Gome and Suning.

The price war accelerated them, "in the process of pfer, we scrambled for some of the users."

Liu Qiangdong said that Suning (stock price) had fallen a lot in the past six months, "we let it fall another 20%."

As early as 2014, Tencent group and Jingdong group reached a strategic cooperation intention.

To this end, the Tencent paid $214 million in cash to Jingdong, accounting for 15% of the stock, and became an important shareholder.

Tencent provides Jingdong and mobile QQ clients at the first level entrance and other major platforms, and cooperation in online payment services is also in depth.

Jingdong has lost 30 billion in the past 5 years, and has been hit by stock prices in the near future. Liu Qiangdong still forgot to call out Suning and Gome. He also opened a personal WeChat public account to share the long-term development strategy.

In May 18th this year, at a press conference held by Jingdong, Liu Qiangdong said that Jingdong has three major strategies in future: technology strategy, category strategy and logistics strategy.

He also said that Jingdong's home appliance sales will exceed Gome and Suning this year, and will exceed Gome + Suning in the next three years.

Ali's "double center" strategy

Ali has publicly stated that about 1/3 of the company's important business has been in Beijing. "For better development in the future, Alibaba will launch the strategy of Hangzhou + Beijing double center, and linkage between the two places, so as to better serve consumers in the north and even in China."

Ali will deploy high-quality resources of the global ecosystem in Beijing and invest in the north market without a ceiling.

These include Tmall electric services, rookie logistics services, Suning, Yintai partners and other online and offline integration.

Beijing will be the core of the entire northern market.

At present, nearly 10 thousand of Alibaba group's 30 thousand employees are in Beijing.

The world's largest user browser of the third party browser UC, the second largest Internet map software in China, Alibaba group, the future happy, healthy field of Ali pictures, Ali health headquarters are located in Beijing.

Ali online and offline cooperation partners Suning and Yintai business have been in Beijing for many years.

Meanwhile, Ali's largest video website Youku, micro-blog's largest social networking site, is also in Beijing.

Ali announced the dual center strategy, marking the overall development of Alibaba in the North China market.

At the same time, Ali said: Tmall will provide consumers with more, faster, better, more provincial goods and services.

Suning's strategy of "three body integration"

Zhang Yong said that the combination of Ali and Suning is not only the connection between the two companies, but also the integration of the two commercial forms in the history of Commerce.

Suning has Ali and Hongyi, and has brought a huge pillar of the retail industry.

Suning Yun issued a notice announting the two companies' strategic cooperation to complete substantive delivery.

Notice shows:

1. Alibaba side, in May 20, 2016, Taobao (China) software cash contributed 28 billion 233 million yuan, subscribed 15.17 yuan per share to subscribe for 1 billion 861 million shares of non-public offering shares, accounting for 19.99% of the total share capital of Suning after the issue.

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2. Suning side, in May 20, 2016 and May 27th, using its own funds and bank specific loans, paid all the subscription price to the Ali side, about $2 billion 146 million, and subscribed for about 26 million 320 thousand shares of Ali, accounting for 1.05% of its total share capital.

As early as 2012, Hongyi capital invested 1 billion 200 million Suning.

Many people wait to see the good play of Hongyi, but Zhao Linghuan has been very calm. For three years, he has never lost confidence in this deal.

In those days, not only did nobody applaud and criticize until last year, ASU joined in marriage.

The Aso's joint strategy of "tri body through" will launch a new round of convergence in the next three years, focusing on the "energy brand", "energy retailers" and "service consumers", providing integrated solutions and services for the three main bodies of the retail chain.

At the same time, it will open up user resources, traffic resources and big data resources to partners, form a "King alliance" with the brand giants, and jointly launch a trillions of smart building plans around the brand.

In addition, Ali and Suning also jointly invested 10 billion in establishing incubator funds, cultivating new products and incubating creative products inside.

It is understood that in three years, Alibaba and Suning will combine the "King alliance" for brand incubation and supply chain reconfiguration, so that there are now tens of billions of brands on the two platform.

Such as the United States, Haier, Samsung, Hisense, HUAWEI, millet and so on, the annual sales volume reached 50 billion yuan in three years, so that the 5 billion scale brands on the two platform, such as Lenovo, SIEMENS, SONY, SKYWORTH, SKYWORTH and so on, reached 20 billion yuan in annual sales volume in three years.

Three men's War

Ma Yun said: the B2C mode is not optimistic, because the Jingdong mode is too heavy, the goods are too rich, it is difficult to self purchase and sale, and tens of millions of orders need to be delivered, and 2 million courier management is also very difficult.

At least in Ali's view, this is an incredible thing.

In short, Ma said he was not optimistic about the Jingdong mode, and the former interview also said that Ali employees are best not to mess with Jingdong, lest Jingdong fail.

Liu Qiangdong thinks: no matter what mode, consumers are most concerned about goods, prices and services. Under the scale effect of self operation, goods are more controllable, secure, more efficient and cheaper, and warehousing, logistics and distribution services are more stable and secure.

Sooner or later, Jingdong will replace the Ali model and become the mainstream of the market.

Finally, Jingdong opened an open platform, self run + platform mode, more long tail products, and non-standard clothing into Jingdong.

Ali is getting heavier and heavier, building logistics and investing in Suning attack line.

Suning's latest annual report shows that in the fourth consecutive years of decline in the growth rate of retail sales of hundreds of major retail enterprises in China, sunning's performance in 2015 has greatly increased, operating income has increased by 24.44% year-on-year, and the total volume of online platform trading has increased by 94.93% over the same period last year.

In the past six years, Suning has changed dramatically. The lion of 100 billion tries to break away from the definition of chain retailing and pform itself into an Internet retail enterprise based on O2O mode.

There are no friends forever, there are no eternal enemies, only friends forever.

A few years ago, Mr. Zhang also wrote two sessions of motion to sue Taobao for not making invoices, evading taxes and selling fake commodities, but finally joining Ali against Jingdong.

In August 10, 2015, Alibaba announced that it would spend 28 billion 300 million yuan on sunning as its second largest shareholder.

After Suning and Ali became enemies, they worked together for 10 months to get through the online, offline, and offline systems of e-commerce, logistics, after-sales service, marketing, finance and big data.

Now the electricity supplier is not the age of ten years ago, the customers are everywhere, goods will not worry buyers.

This is not to say that you can sell well if you have good products.

If you don't want to do well, there will be others willing to do well.

The operation of an electric business is like a chain, and only by doing every link can it become the ultimate winner.

Whether it is ecological strategic layout or market value considerations, Tencent and Alibaba are equally matched.

Today, Tencent is bringing tit for tat with Jingdong and Alibaba and Suning.

Whether electronic commerce or mobile payment and other battlefields, a comprehensive campaign has long been launched.

On the surface of the electricity supplier dispute, in fact, behind the Internet Finance and other fields of competition, every step is closely related to the future Internet structure.