Liu Qiangdong: The Next Outlet Is A Traditional Industry Dominated By Clothing.

Coming straight to the point, I basically agree with Liu Qiangdong's judgement.

That is, "draught" will appear in the next five years.

Instead of

In the fast fashion and food industry, better quality Chinese brands will emerge.

In a larger pattern, the super dividend of the Internet industry is fading away, and more and more Internet is getting heavier and heavier; and those traditional enterprises that have successfully pformed and grasped the tools, methodologies and values of the Internet are bursting with vitality.

1, China's consumption upgrade

Liu Qiangdong believes that after the boom in venture capital investment, the draught may not be on the Internet, but in traditional industries.

For example, the clothing and footwear industry should be able to make fast fashion brands that Chinese like. In the food industry, China's food safety problem is intolerable, and the industry will also emerge in the next five years with a number of consumer confidence brands.

I agree with you very much.

Now, there is a big consumer upgrade that is attracting worldwide attention.

The rich Chinese people no longer need goods with low quality and low price but pform into high quality and high price pursuit.

Do not believe you see, every year, Chinese overseas purchases are six hundred seven hundred billion, and have been growing. In fact, overseas shopping, outbound tourism, light luxury and the rise of Internet brands are all a profound reflection of China's consumption upgrading.

Look at Japan, Korea, Taiwan and other countries and regions. They have experienced similar processes. They are not pferred by human will.

Why is the draught in traditional industries?

The big upsurge in consumption is even regarded by the world as an important engine for the next global economic growth.

Among them, there are enormous business opportunities.

Now, mainstream venture capital and many foresight are looking at the opportunity of Internet brand.

In this great big upgrade, there was no pressure on the company that generated billions of market capitalization.

Sadly, although the Chinese people are already rich, many of our basic services are still very poor, such as Liu Qiangdong's clothing, shoes and hats and food.

Not long ago, Spanish fashion giant Zara founder surpassed Bill Gates as the richest man in the new world.

He started his business at the age of 40, with assets of $80 billion, and the stock price grew by 570% over the past ten years.

Japan

Ryui Masa, the founder of the giant UNIQLO, is also Japan's richest man.

These two brands have opened up one after another in China.

It is popular among young people and middle class, and it is also full of money.

In contrast, China's large number of local brand clothing shoes and hats have gone bankrupt, and stores in department stores are also closing down.

What does this mean? It's very simple. The product is not good enough. This means not only the quality of the commodity itself, but also the extension of service, experience and operation efficiency.

In contrast, the traditional excellent food enterprises are very moist.

For example, old mama, all cash is taken out of the goods. It is the first to pay taxes in Guizhou every year. It is not even listed, or even regarded as "seasoning luxury from China".

For example, Lee Kun Kee, a prestigious overseas Chinese, has been famous for many years.

From Zara, UNIQLO to Lao mama and Lee Kun Kee, these are the traditional enterprises in the mouth of the Internet people, but people live better than one.

In a word, China is the second largest economy in the world, and consumption is escalating.

And the basic commodity consumption has not been well satisfied, this is business opportunities.

In a larger pattern, the Internet is actually a tool, and the dividends in the initial stage are fading away.

Now up to "news broadcast", down to earth boss, "Internet thinking" is red.

Using Internet technology, ideas and methods to pform or even reconstruct (attention is not subversive!!!), all industries are the biggest bright spot and new growth point of China's economy.

The strong impact of this wave has led to the use of Internet thinking to sell mobile phones, make houses and sell pancakes.

Now, "Internet thinking" seems to be a golden curse.

Some Internet operators, from arrogance to arrogance, have also attracted a lot of traditional people's resentment.

The Internet is still the biggest positive energy in China today. The key is how you understand it.

I think the Internet is divided into three levels:

2, the Internet is a general advanced methodology, bringing about the pformation and upgrading of the industrial level, which is called the industrial Internet.

3, the Internet is a new concept of commercial civilization, promoting a pparent and shared social pformation. This is called the social Internet. Now, the Chinese Internet has experienced 1 boiling for fifteen years, and has started to move towards 2. That is the red internet thinking and interconnection in the past two years.

You can clearly see that the new Internet population has declined, and the growth rate of giants including BAT has slowed down. The super dividend is fading away, and more and more Internet is getting heavier and heavier.

And those traditional enterprises that have successfully pformed and grasped the tools, methodologies and values of the Internet are bursting with vitality. For example, HUAWEI sells more mobile phones than the Internet thinking, and Haier has more than ten million people have successfully pformed.

What does this mean? Liu Qiangdong thinks, "I think the final impetus must come from the pformation of the efficiency of production, including the retail mode from the past small commodity market to the supermarket to the chain store to today's electricity supplier. All the driving force behind it is the decrease of supply chain cost and the improvement of supply chain efficiency."

That's right. That's the essence of Internet +.

Internet + is not subversion, but integration.

When the connection bonus decreases, it will return to the essence of business and the improvement of production efficiency.

Take O2O, a special fire in the past two years, as an example. Internet thinking is subsidized by financing and burning. As a result, capital comes to the end of winter, and subsidies decrease.

To be honest, as the head of China Internet spring and autumn five bullies (Baidu Baidu, Ali Alibaba, Tencent Tencent, Jingdong Jingdong, millet Mi), Liu Qiangdong dares to say this is risking a bit.

I want to do that for Zan.

Because the value of an entrepreneur is not just flattering his company.

OK, good, good.

Instead, we dare to say that people are afraid to speak, and to express their vision so that more people can benefit from it.

This is the social value and ideological power of an entrepreneur.

3, the big business in the big business prescriptions for traditional enterprises.

1, see the direction and conform to the trend.

Zhang Jindong, chairman of Suning holding group: in the past 10 years, the impact of the Internet on various industries is like the rain penetrating the earth, from the inside to the outside.

The Internet is a major trend that will take the place of traditional enterprises' pride in the past.

In the pformation and upgrading of traditional enterprises, the most important thing is to see clearly the direction and put aside the past successes and conform to the trend.

Baidu Inc founder, chairman and CEO Robin Li: in the era of PC Internet, everything is standard. As long as Baidu completes the technology, users naturally come to Baidu search.

However, this is not the case in the mobile Internet era.

At present, Apple Corp, Tencent and Alibaba all strive to build their own ecosystem.

Baidu can not rely solely on technology, but also to build its own ecosystem.

This is the industry trend, and also the market demand.

Chen Liming, chairman of IBM Greater China, no matter what type of enterprise, we should think about the impact of the Internet on our enterprises in the future.

We are making use of the Internet to further pform and upgrade, make enterprises more competitive, or simply make information more fluent, or use the Internet as a tool to maintain the traditional mode of operation in the past.

This is something we need to think about.

Lenovo holdings chairman, Lenovo Group founder Liu Chuanzhi: in the mobile Internet era, the computer business is no longer a big trend.

In order to deal with the trend, Lenovo's method is "turning the corner".

The essence of the "big bend" is that enterprises should turn important and urgent matters into important and urgent matters.

2, concentrate on doing things and stick to the industry.

Wang Junhao, vice chairman and President of Jun Yao group, entered the early 90s of last century.

The market share has reached the top ten in the country.

Later, many people saw business opportunities rush into the country, and there were tens of thousands of dairy enterprises all over the country, and began to price war.

At that time, the company went out of the pure milk field until the crisis passed. In the past few years, Jun Yao began to exert power, but the annual performance could double.

Facts prove that we can grow without spending.

Baidu Inc founder, chairman and CEO Robin Li: however, the focus is relative.

When a company is a small company of more than ten people, it has to be very solid in the very narrow field of doing things, but when the enterprise is large enough to a certain extent, the thing to do is bigger.

Can things be bigger and stronger? Robin Li's understanding is that Baidu, whether it is finance or insurance, is built by ecological means.

Baidu will provide big data, cloud computing and other resources support for these businesses, but the real professional financial business will allow professional people to do it, which is also a kind of focus.

Zhang Jindong, chairman of Suning holding group, does not mean sticking to its own business.

Suning still sticks to the main retail business after embracing the Internet, and has undergone two stages in its pformation of retail business, that is, "+ Internet" and "Internet +". The former is to expand the offline resources and capabilities to the Internet, and the latter is to pform and optimize the offline process after integration.

At the same time, Suning opened its entry, export and interface to build a complete retail ecosystem.

3, seize opportunities and create characteristics.

Shen Guojun, chairman of Yintai group: where is the future direction of traditional enterprises? Each enterprise must have its own understanding.

I think there will be more development in new industries, new consumption, new countryside and new ecology.

Jingdong group CEO Liu Qiangdong: if there is a draught, it will not necessarily appear in the Internet field. It is likely to appear in traditional areas, because the most problematic industries will be the industries with the most opportunities.