2017 How Will Electricity Business Develop? 6 Events Impact Trajectory

Ma Yun proposed "new retail"

In October 13, 2016, at cloud habitat conference, Alibaba group chairman of the board of directors Ma Yun said that the term "e-commerce" will soon be eliminated, and he formally proposed "new retail".

Ma Yun's original saying is: "many traditional retail businesses have been greatly affected by the electricity supplier or the Internet. I personally feel that they are not sure about the future technology. They do not see the future. They only see yesterday how to adapt to the new technology, how to cooperate with Internet Co, how to cooperate with modern logistics, and how to make good use of big data.

We must create new retail, and the retail industry which is mainly in the real estate mode will be affected. If you don't attack today, you won't have too long to live. The birth of new retail will bring impact to the pure line. "

When Alibaba no longer mentioned "e-commerce" or "GMV (total turnover)", Ma put forward the concept of "new retail", triggering a big discussion about future retail.

Double 11, double 12 and so on "make the festival" movement let everyone pay attention to Alibaba's GMV, amazing data attract a lot of businesses into the battlefield of e-commerce, but when GMV growth is slowing down, businesses will be confused.

This big discussion has begun to re examine the roles of platforms, businesses, service providers and so on, and how to live outside the shadow of giants.

Oligopoly is not the Internet, monopoly is not electricity supplier, new retail, new rules, new species, new forces should become the main theme of the 2017 electricity supplier.

The 2016 billion state retail conference will be held in Guangzhou from December 19th to 21. Click on the bottom to read the details.

Jingdong purchases Shop No. 1

In June 20, 2016, Jingdong group issued an internal letter, announcing that WAL-MART became a strategic investor of Jingdong group. WAL-MART will get 144952250 shares of class a common stock issued by Jingdong, about 5% of the total share capital issued by Jingdong.

Jingdong will own the main assets of mall 1, including the brand, website and APP of "No. 1 store".

WAL-MART will continue to operate Shop No. 1 and operate in the 1 mall.

In the process of developing products outside 3C, Jingdong has reached cooperation with Yonghui in the aspect of fresh products, and the department stores have gradually improved. If we want to continue developing the fast moving products, shop No. 1 will be a good choice.

In addition, the battle between Jingdong and Tmall for the market share of online supermarket has been heated up. If according to the two sides, three years will produce a result, then 2017 will be a very critical year.

Extension of cross-border New Deal pitional period

On November 15th, the Ministry of Commerce issued the news on extending the overdue period of cross-border import and export of e-commerce.

With the approval of the State Council, since May 11, 2016, China has given a year's pition to the regulatory requirements for the import of cross border electricity retailers. That is, it will continue to be supervised according to the pilot mode. It will not check the customs clearance list for the first time when the online shopping bonded commodities in 10 pilot cities such as Tianjin, Shanghai, Hangzhou, Ningbo, Zhengzhou, Guangzhou, Shenzhen, Chongqing, Fuzhou, Pingtan and so on, and will not carry out the first import licensing approval, registration or filing requirements for cosmetics, infant formula milk powder, medical devices, special foods (including health food, special medical use formula foods, etc.).

Many enterprises say that the extension of the pition period will make the cross-border e-commerce platform have more time to realize the layout of pformation and new business. Others point out that cross border players should make use of the extended half year to do some long-term planning conducive to the development of enterprises.

Although the policy of the end of 2017 is temporarily uncertain, the overall measure is still better than bad.

UNIQLO borrows two 11 diversion lines.

On the day of double 11, UNIQLO appeared for the first time in history that all the goods sold in Tmall flagship store were sold out, and consumers could not find any merchandise after entering the shop.

11:18, UNIQLO official micro-blog sounding: the official flagship store's double 11 activity merchandise has been sold out. If the customer needs, please go to UNIQLO physical stores to choose the best deals. The official flagship store will gradually replenish the shelves and resume normal business in the early hours of November 12th.

At 12:13, UNIQLO official micro-blog said that the stores under the UNIQLO line had long queues.

Since November 14th, UNIQLO Tmall official flagship store has opened its own stores to offer services and open online and offline physical shop networks. In the future, it will gradually penetrate into more than 100 cities and over 400 stores in the country to launch the service.

UNIQLO boldly borrows the attention of Tmall's double 11. Under the new line, there are two new retail Gameplay: first, some selected products are online and offline, and consumers can go directly to stores. Two, consumers can place orders online.

There are many businessmen, they are in this year's double eleven of the volume is not very much, basically the same as usual.

A well-known clothing brand retail shop official said, "the electricity supplier has used all kinds of methods to grab the flow of offline stores, and we were forced to shut down hundreds of stores.

Now, not only is the stolen traffic coming back, there are more users willing to go to the line.

Shun Feng's backdoor listing

On the afternoon of October 11, 2016, the China Securities Regulatory Commission's merger and reorganization Commission released the announcement of the seventy-fifth meeting of the audit results in 2016, announcements that the Ma'anshan dintai rare earth new material Limited by Share Ltd (the issue of shares to purchase assets) was conditionally adopted, which means that Shin Feng Holdings will return the new material of Ding Tai to the A share market.

According to the information disclosed in the report of major asset replacement, SF holdings valued 43 billion 300 million yuan in the asset injection. The backdoor listing raised a total of 8 billion yuan, including the purchase of aviation materials, the construction of information service platform, the procurement of cold equipment and the pformation of intermediate facilities, so as to further enhance the high quality service of the main business of express delivery.

The public financing of landing in the capital market has become the unanimous choice of express companies.

"In the background of increasingly fierce competition and declining gross margin, express enterprises need help from outside capital to complete the pformation to heavy assets enterprises and integrated logistics services providers," Shun Feng Holdings said in a notice.

"Wei"

Yu Weijiao, founder of Yuantong, thinks that in 2017, it will officially enter the integration era of express industry: "fast five years, slow five to seven years, now these logistics companies in China will reorganize and integrate one after another."

The new three boards of Han Du Yi house

In July 29, 2016, Han Du Yi house was approved to officially launch the new three boards, becoming the first domestic Internet apparel.

In April 29th, Han Du Yi House issued a public pfer instruction in the National SME share pfer system. The manual pointed out that the company's business model borrowed from the buying system of ZARA, an internationally renowned fast fashion giant, and created the "single product whole operation system" with the product group as its core.

In the 2014 and 2015 years, the 830 million yuan and 1 billion 260 million yuan were earned by the Korean capital, and the net profit attributable to listed company shareholders was -3754 yuan and 33 million 850 thousand yuan.

Zhao Yingguang, founder of Han Du Yi she pointed out that if you think

It's just one.

The clothing brand is really out.

In the main business of Han Du,

The share of children's clothing and other businesses is rising quietly.

Han Du Yi house, three squirrels, Hui Mei, rink, camel, Royal mud square, Han Hou, October Mommy, AFU, and puppy electric appliances. These 10 enterprises are the first Alibaba recommended listing (listing) enterprises in March this year.

At present, Han Du house and puppy electric appliances have been approved for listing.

Hui Mei fashion group (Internet brand) also submitted its listing application on the gem, and was accepted by the China Securities Regulatory Commission in June 28, 2016.

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