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Tencent Jingdong VS Ali pattern open Ali’s crisis and machine

Posted by: | Posted on: February 26, 2017

today, electric business came the largest integrated news, Tencent shares of Jingdong, accounting for Jingdong prior to the listing of the outstanding ordinary shares of 15%, while the insider said its physical electricity supplier related business will be injected into the Jingdong. This time after the merger, the Jingdong’s B2C market share will rise from 20% to 25%, about half the market share of Tmall, the two together occupy Chinese electricity supplier B2C 75% share, two oligarchs in fact has been formed. Tencent stake in Jingdong, Ali electricity supplier will have a huge impact, in the end Ali electricity supplier with the machine where the danger?

first talk about the dangers of Ali electricity supplier.

1 apparel. Clothing has been the core of Ali electricity supplier, but also the advantages of traditional electricity supplier Ali project. 2013 Tmall 11 double sales in the top 10 brands, there are 7 from the apparel industry. Prior to the clothing electricity supplier in the field of Ali is not a strong competitor, but this pattern is likely to be the future of the rise of the collapse of vip.com. Just this month, vip.com’s market capitalization exceeded $10 billion mark, becoming China’s top fourth Internet companies. Vip.com is a typical woman business enterprises, clothing sales accounted for more than 50%, 75% of shoppers are women, and the disclosure of the repeat purchase rate of 90% compared with the number of Tmall! Numerous motley crowd clothing brand, vip.com clothing brand more high end can get more women of all ages, the future may shake Ali electricity supplier in the field of clothing dominance.

2 beauty field. With an annual output value of over two trillion of the apparel industry, smaller body mass makeup industry has been the world’s electricity supplier ali. But who wanted to grab a lefeng.com and jumei.com, all the way to the vast dust. They hit the pain point is genuine, and this is precisely the weakness of ali. Jumei.com CEO Chen Ou had previously revealed that the United States is expected 2013 sales of 6 billion – 10 billion yuan. The peak is also said to have about 2000000000 yuan annual output value. And after the acquisition of vip.com music peak network, the high degree of coincidence between the two users, not only can maximize the conversion rate to enhance their own traffic, you can divert Ali Jingdong users.

3.3C field. Let the Jingdong grow, is Ali electricity supplier in the past few years the biggest flaw. Today, Jingdong has been far ahead of Ali in the field of 3C. 2013 Jingdong annual sales of 100 billion yuan, a total of 85% of revenue from 3C products. Jingdong’s future plan is that the next 3 years, household appliance sales hit $110 billion, and strive to become the home appliance retail boss. Suning is also becoming an important force to erode Ali 3C electricity supplier.

4 Department store. In the department store, Ali hit competitors not only include Jingdong suning. Including shop No. 1, 2013 to achieve the overall sales of 11 billion 540 million yuan, the scale of the platform to maintain more than 300% annual growth, become the one of the fastest development electricity supplier, and general merchandise is the main battlefield. Addition >





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