Social E-Commerce Turned To Live E-Commerce, Cross-Border Electricity Supplier Has Just Opened In The Second Half

The cross-border electricity supplier industry, which has been enveloped by the cold winter, has finally received a warm welcome in the near future. The reporter learned that the cross-border electricity supplier wharf realized annual profit of 8 million 800 thousand yuan, and completed the D round of several hundred million yuan financing, and the investor was Sina micro-blog.

It is worth noting that in the second half of last year, a major M & a event occurred in the cross-border electricity supplier industry. Ali acquired the NetEase koala. After the integration, the market share of Ali's cross-border electricity supplier will exceed 50% for the first time, occupying the absolute leading position in the entire market industry. Why can foreign wharf get investment in the context of absolute market share? Where are the opportunities for cross-border e-commerce platforms including Jingdong, Suning, Xiao Hong Shu, vip.com and Ocean Terminal?

In the view of Zeng Bo Bo, founder and CEO of oceanic wharf, Ali's acquisition of NetEase koala is not the end of the business, but the industry has just entered the second half. "Consumer bonus is still there. In addition to the market share of Tmall international and NetEase koala, there are still hundreds of billions of dollars in market demand has not been met, and in China's sinking market, there are still hundreds of millions of Chinese urban youth demand is far from saturated."

Traffic migration to video live broadcast

Ceng Bibo said that the financing of sina micro-blog was "successful and easy to catch up". From 2014 to 2016, the Ocean Terminal had a close cooperation with micro-blog. As an open platform with hundreds of millions of traffic levels, micro-blog's transformation to e-commerce shopping is very suitable, and the next step will promote the cooperation between ocean terminal and micro-blog's large V resources.

The current round of financing has been in the past two years since the October C round of the ocean terminal in October. Zeng Bi Bo told the Securities Daily reporter that in 2018, the company experienced the most difficult time and the traffic volume was halved. For this reason, the company undertook a series of attempts: short-sighted frequency marketing and social business.

Finally, the short video marketing effect was immediate. In 2019, the Ocean Terminal achieved profitability, and 80% of the traffic came from the short video platform.

The short video, the carrier, the anchorage, the beef brother joining the ocean terminal is a landmark event. Zeng Bi Bo said that through the trial and error of the ocean terminal, video live broadcast and short video were the source of future traffic, and the increase of the volume of transactions through the social electronic business is a false proposition. The direct seeding business is the future.

"After the trial and error from 2018 to 2019, the conclusion of ocean wharf is that the whole 2019 or even 2020 is the era of traffic migration, which is transferred from the PC terminal to the mobile terminal in 2013 and 2014. I think this migration should be the starting point of the next wave of the Internet. Users have moved to the video, interactive and immersive video streaming experience from the static text and static scenes." Ceng Bibo said that because of the change in traffic structure and the centralization of traffic, the next wave of the Internet is a small and beautiful world, no longer the age of monopoly by BAT giants.

According to the QuestMobile report, the user scale of China's sunken market is more than 600 million. In this market, the business mode of retail marketing through the form of short video, news information, knowledge payment and net red live broadcasting has gradually become the main marketing means of the retail sink market.

The consumption bonus of Hai Tao has just started.

Ocean wharf has attracted much attention for its profitability and financing. Another important reason is that after the acquisition of NetEase koala, the oligopoly pattern of cross-border e-commerce has already been formed.

According to the "2018 China's import cross border electricity supplier development report" released by the electronic commerce research center in, the import of cross-border electricity suppliers has formed "three echelons". The first tier is NetEase koala, sea hoarding global and Tmall international "head platform", with large scale, large flow volume and many brands. The second tier is ocean wharf, Wei pin international, Xiao Hong book, poly American fast duty free shop, etc. The third echelons are mostly baby products, such as honey buds, Beibei, baby trees and baby bars.

Last September 6th, NetEase and Ali jointly announced that Ali confirmed the acquisition of NetEase koala for $2 billion, and the general manager of Tmall import and export business group, Liu Peng, also served as koala CEO. In this regard, Cao Lei, director of e-commerce research center, said that the acquisition will weaken the intensity of competition to a certain extent. "Koala's market share in Hai Tao is second only to Tmall international, while Hai Tao's best selling products are mainly standard products, and the competition of many companies means that it is difficult to make profits. Koala and Tmall international will work together to occupy half of China's cross-border electricity supplier market.

In addition, with the upgrading of Jingdong's global purchasing business, many online "global purchasing overseas stations" cooperate directly with foreign large supply chains, and Amazon joined hands to enter the "black five" sea market. Su Ninghai's outsourcing grew rapidly, and the competition of imported cross-border electricity providers will become fiercer.

This is not a good news for the second echelon wharf and other inadequate cross-border electricity suppliers.

In response, Zeng Bi Bo told the Securities Daily reporters that the merger between Ali and koala was not the end of the sea electricity supplier, but began, "cross border electricity providers at least 900 billion dollars in market demand has not been met".

For the next plan, Zeng Bi Bo put forward a ambitious goal to the ocean wharf: the volume of transactions increased ten times in three years, "we hope to have 100 billion yuan brand in Hai Tao market and achieve high growth without burning money". In terms of specific business, the ocean terminal will further expand the live broadcast form and expand the category of fast moving products. The clothing and footwear category will carry out special sale business, and the official identification service will also be launched for luxury goods.

"A large number of people from three or four lines, urban youth and urbanization have led to a new wave of innovation and reform. I think the second half has just begun, and the consumer bonus has just begun," he said. Added Zeng Bi Bo.