Expert Analysis Of Footwear Industry Should Carefully Examine The Electricity Supplier Industry

The winter is coming

Despite the regulatory atmosphere of "tomato door", the tone of Liu Qiangdong's overall speech is not easy.

As the first speaker of the annual gathering of the electricity business, he said at the very beginning that the electricity supplier industry had suffered another cold spell after 2008.

Chill begins at the beginning of the year.

At the end of 2010, after the electricity supplier listing boom, in early 2011, industrial capital was also involved in acquisitions and investments.

The upsurge.

But in the two quarter of last year, electricity supplier investment has cooled rapidly.

In the second half of last year, business failures continued.

In the meantime, more famous B2C founder shouted "electricity supplier fraud" theory.

Liu Qiangdong said that this cold winter cycle will be far longer than that in 2008. I hope every peer can prepare well for the winter of 3~5, and hint "do not be lucky enough to think that many people (investment institutions) will give money after the cold winter".

Chen also said that since the second half of last year, the original valuation pricing system of China's electricity industry has collapsed in a very short time, and capital is no longer in the rush for e-commerce enterprises.

"The new system has not yet appeared.

This also makes electric business enterprises at a loss.

Chen said.

Until the second half of last year, Chen insisted that there was no bubble in electricity and electricity, but now he said that bubbles do exist.

To prove that bubbles exist, though there is growth,

In the industry, we are busy fighting for water wars and mutual discredit. Everywhere we see the phenomenon of false performance of "swollen face and fat people", and extensive price wars do not contain any technical content. "But this war is sometimes getting worse and worse."

Chen said.

This may be due to the chaos after the collapse of the old pricing system and to the deterioration of the living environment on the other.

This year, Tonlion's online sales for the first time showed a lower than expected growth rate, with the expected growth rate of 80%~85%.

What is comparable is that since its independent operation in 2008, Tonlion's electricity business sales have maintained an annual growth rate of 100%~200%.

Cautious inspection

The emergence of electricity companies is due to the objective pressure is far greater than the subjective desire.

Under fierce competition, many old concepts and every business's own situation and outlet must be re examined.

Previously, many electric business enterprises believed that vertical B2C could expand the scale of the previous burn money, and then profit from the scale of the diluted cost and seize the market, but this recognition was also seriously challenged.

The founder of several electricity supplier companies believes that loss is not necessarily an electricity supplier.

Ji Wenhong, the founder of CEO, believes that most electricity providers are wrong in not seeking profits and making scale first. The vertical electricity supplier's scale is fraud, and the opportunity lies in how to make quick profits.

Tong Shihao, founder of Qiming venture, suggested that the electricity supplier build its own data module, on the one hand, to promote gross margin, and on the other hand strictly control the proportion of logistics cost.

Dangdang former COO Huang said that still more vertical electric providers.

He believes that it is precisely the vertical market segments that are more likely to acquire and retain customers for a long time: on a large platform, the customer precipitation ratio is about 20% in one or two years, while a good vertical platform can get about 80% of the customer retention rate, and the future attenuation will be greatly reduced.

However, he is more optimistic about the private brand vertical electric business.

He said that such enterprises should not go too far in pursuit of scale, traffic can be converted to purchase, but they can not be converted into profits. They must pursue a sustainable gross profit margin, and do not blindly follow suit to adjust their operations, otherwise the operation efficiency will be greatly reduced.