The Decline Of Demographic Dividend Has Become A Problem That The Electricity Supplier Industry Has To Face.

Annual earnings season

The collective low tide brought by the industry is still fermented.

Jingdong mall 2016 Q1 earnings report, Jingdong mall stock price fell 7% on the same day.

According to the financial report, the net revenue of the company during the reporting period was 54 billion yuan (about 8 billion 400 million US dollars), an increase of 47.3% over the same period.

The operating loss was 864 million 900 thousand yuan (about 134 million 100 thousand US dollars), and the operating loss in the same period last year was 822 million 600 thousand yuan.

The current situation of vip.com and jumei.com is also not optimistic. Both the growth rate and the per capita paction volume have shown a downward trend.

The decline of demographic dividend has become a problem that the electricity supplier industry has to face.

Against this background, the electricity suppliers have to explore new ways.

A few days ago, Bao Zun electric business CEO Wen Bin, in an interview with the twenty-first Century economic report, revealed that the market size of the brand electricity supplier in 2014 was about 120 billion US dollars. By 2017, this figure will turn into 379 billion dollars, reaching three times the scale now.

"At present, the entire e-commerce industry has indeed encountered bottlenecks in its growth rate.

How to break the status quo depends on

The power to drive. "

He said.

Public information shows that Alibaba and Softbank are the two largest external shareholders of Bao Zun. Among them, Ali held 23.5% before IPO, 18.2% after IPO, and 10% of voting rights; Softbank held 17.8% stake before IPO, and 13.5% shares and 7.5% voting rights after IPO.

Bao Zun electric business and beauty beauty makeup are relying on the Alibaba platform of the electricity supplier generation operation company, and is held by Alibaba.

According to the introduction, in 2014, the market share of China's brand e-commerce market accounted for about 10%.

Bao Zun currently has more than 100 partners, including PHILPS.

Microsoft, Panasonic, HUAWEI mobile phones and so on.

There are more than 60 partners in beauty makeup, including Maybelline, honey Buddha, Shi Hua Kong, Lancome and so on.

However, behind the seemingly high turnover, the profit of the operator on behalf of the operation company is not optimistic.

Bao Zun electricity supplier total net revenue of 2 billion 598 million yuan in fiscal year 2015, net profit of 22 million 600 thousand yuan, up to profitability.

"Many big brands have started managing the inventory of online and offline channels in recent two years, and the direct supply rate has been increasing.

However, at present, the brand e-commerce industry participants are highly dispersed and uneven, which is not conducive to the upgrading of the overall capacity of the industry and rapid development.

Most participants or limited ability or limited experience skills are relatively short term targets, which are not conducive to the development of the industry in the medium and long term.

Chou Wenbin explained.

Brand does not need to open a large number of offline shops, it can easily reach the end users, thereby reducing the cost of channel development.

In the past, thousands of stores need to be able to cover China. Now only one can achieve effective management of brand image.

In the future, when online sales occupy an increasing proportion, the inventory management of big brands will become more sophisticated, and even pform their supply chain and supply process.

All these measures will boost sales growth.

He also revealed that the domestic market entities sold more than 30 billion dollars online last year, equivalent to 1.8 times the electricity supplier in the United States, and the total electricity market in China is expected to exceed the sum of the United States and Europe in 2017.

Brand electric business has increased from 2009 to 45% in 2014.

"In the next five years, we will put more energy into marketing and integrate the front end and the back end based on the whole channel.

In the past, we focused on the trading session. Now that the infrastructure is built, our strategy tends to focus more on marketing front-end.

In the future, there will be no business without all channels. Without the ability to deal with consumers, there will be no future. "

In fact, when many traditional brands are selling online, they no longer rely solely on the operators and the mainstream e-commerce platforms. Instead, they choose to try logical thinking and a new media channel. More and more brands want to reach consumers directly through the Internet.

After nearly five years of frenzy, the electricity supplier industry has gradually become calm.

People with investment circles even told reporters on twenty-first Century economic report that they are no longer concerned about the start-up companies in the e-commerce industry.

They think that the electricity supplier industry itself has been difficult to have large growth space, let alone the pattern has been set.

Unless there is revolutionary subversion, entrepreneurs will be able to find life in the cracks.