Why Do Electric Providers Want To "Get Together" And Become A Traditional Retailer?

Because of the change of business mode, whether it was the old electricity supplier or the traditional one.

Fundamental changes have taken place in the fundamentals, and future earnings expectations will also change.

Su Ningyun, the Alibaba that has shocked the industry, is actually not the first time that Alibaba has joined traditional retailers.

In the past year, Ali has invested in Yintai business (01833, HK), and later became the largest shareholder of the latter.

Alibaba shares in Yintai business in September 2014, accounting for 32.07%.

In July of this year, the major shareholder of Yintai Commerce announced the pfer of shares, and Alibaba successfully became the largest shareholder of Yintai business.

Also in September 2014, another IT giant Tencent Holdings (00700, HK) acquired 925 million shares of Southern China city (01668, HK) through the exercise of its share options, accounting for 11.55% of the total number of shares issued in Hua Nan City.

Entering the 2015, the rhythm of the traditional retailers of e-commerce cooperation has become more and more intense. Only three cooperation happened in August alone.

Dancing with traditional retailers should be the general trend.

In August 7th of this year, Yonghui supermarket announced that Jingdong had earned 10% yuan from Yonghui supermarket with a fixed increase of 4 billion 300 million yuan, and the two countries announced the signing of a strategic cooperation framework agreement.

In August 10th, three days later, Ma Yun and Zhang Jindong announced the cooperation between the two big companies. The Alibaba subscribed 28 billion 300 million yuan to 19.99% of the sunning cloud company. Sunning Yun also purchased 1.09% of Alibaba's shares at 14 billion yuan, and two companies held cross shareholdings.

In addition, while Jingdong and Alibaba are developing acquisitions, the investment of another electricity supplier can not be ignored.

In August 6th, Yu Gang, founder and honorary chairman of shop No. 1, inject $20 million into the drow development group to subscribe to about 1.5% of the development of the company, to expand e-commerce, Internet finance, logistics information and data services.

Subsequently, he was selected as co chairman of the board of directors of drow development group.

Ma Yun's speech at a press conference between Alibaba and Suning is a good example. "E-commerce, or Internet companies, are not doing well.

Before I told you in Germany, it is hard for Internet Co to live for more than three years.

The future is unpredictable, so we think we will live well together.

Alibaba's revenue growth in the two quarter of 2015 was low in recent years, and its share price also dropped to about $71 from the highest US $120 at the end of last year. Alibaba even announced that it would buy back 4 billion US dollars.

Looking at the Jingdong, it is a long-term loss.

The performance of China's most famous two electricity supplier companies is so weak that it confirms the above words.

For Alibaba and Jingdong recent poor performance, once in the DELL and Amazon vice president of global in an interview with reporters, said, do not think there is a bottleneck in the development of electric business, but there are indeed some content is unable to complete the electricity supplier.

The trend of the future is that everyone will do business. Therefore, online and offline integration is needed.

In addition, Yu Gang also said that the Internet is not a tool, but the latest.

It is unthinkable by traditional mode.

The Internet business mode is from display marketing to precision marketing, and the value of these big data is unlimited.

On the other hand, offline stores have an irreplaceable advantage over online stores.

Take Zhuo Er development as an example, the company only has 4 million square meters of Hankou north international commodity trading center, and the total market turnover in 2014 exceeded 40 billion yuan.

In addition, the company also owns more than 5 million square meters of property in various regional central cities such as Tianjin and Xi'an.

Yan Zhi, chairman of Zhuo Er development board, told reporters in the daily economic news that the impact of the Internet on the offline wholesale market was minimal. On the one hand, the current Internet can not achieve a warehouse model for the whole country, and the logistics cost is very high.

On the other hand, the wholesale market is mostly pre store mode. The Internet can not display all the products, but the wholesale market can do it.

The development of electric business is now the trend of the times. In the face of more and more electricity supplier enterprises, enterprises have to join forces together, only in this way can we make progress together.