Tuesday, September 28, 2010

we2.0 will not reform his own life?


Monk into the night, Wang Ge, Lv Xinxin, Bo Xing, Wang Yi, Zhan Bin, dinner parties and armed forces, during the dinner, we can not help but talk about a topic WEB2.0. A little black humor, although everyone is doing WEB2.0 but we surprisingly agree on a point that most of the new-WE
B2.0 in the next one year, the company will die.

Yesterday, I wrote a chapter "IDG Why not vote web2.0", a lot of network media are transferred, today there are friends on and I said, how do you, and more vigorously to IDC, IDC ah to be back? I said, I really do not fall IDC, IDC not vote WEB2.0 I think is very reasonable, perhaps, the article title to read "IDC why should they vote WEB2.0" would be more reasonable.

Most of the newly created WEB2.0 companies will disappear in the near future does not mean bad WEB2.0. On the contrary, precisely because the future of WEB2.0 very good and the trend will lead to a large number of company start-WEB2.0 death, and contributed to the death of these WEB2.0 companies in addition to awakening the portal (including search portals like Portal ), the greater will be the industry to exist, WEB1.0 age grew up shell or shell site software.

Personally believe that the future commercial value from the analysis and the Internet company's development path, the existing ALEXA ranking in 2000 (even 3000) were less than with a segment leading website, or P2P, search, IM and other services industry and market position combined with three client software would be a good shell resources. The former, such as IDG investments 163 888 (though I personally think that YYFC better, but the capital involved, those small gap can quickly make up), VERYCD, CHINABBS, QIHOO, who like hearing thunder, FLASHGET, Zhou Broadcom, MXIE etc. .

Why are these WEB1.0 grew up in the times website or software will be more ups than WEB2.0 future? I feel that this and bad times WEB2.0 competitive environment and the low threshold WEB2.0 itself a great relationship. On the one hand, for these companies, they do not SINA, SOHU, as the huge body, but the current size and status, make of them, such as start-ups as Shenqingruyan, you can always turn around, or is an imitation. Even their own little innovation, but the mere imitation can quickly catch up from behind.

On the other hand, WEB2.0 industrial development makes new companies than the traditional Internet companies need more resources, which more reflected in the flow of resources for population and income sources.

From the flow point of view, ALEXA2000 name within the site or the software market in the top three most of the accumulation of experience for a long time, through the contents of traction, in a sub-segments achieved a leading position. View from the user base, the professional segment of the market position of its own interests gathered in a similar population, has a good foundation WEB2.0. Can achieve a good change from WEB1.0 to WEB2.0. A typical example 163 888 or YYFC can quickly change image potatoes, watercress such WEB2.0 mode. Relatively fixed populations and habits can make it much faster than the speed of development is now the newly created group WEB2.0 company. Judging from the revenue, can sustain the first three sites and the software industry itself has formed a shape of the business model or source of income, WEB1.0 WEB2.0 changes to the process, as long as proper control can be very good implementation of change, which is obviously still looking for the business model WEB2.0 startups are not available.

Of course, not to say that the new companies WEB2.0 not have the opportunity, in these newly created WEB2.0 companies must have a lot of ultimately successful or even to Nasdaq IPO. But for most of the newly created WEB2.0 companies, grew up a lot of WEB1.0 time the existence of shell companies will give customers and venture investors have more choice, and new companies to go WEB2.0 Road is much more difficult than imagined.






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Tuesday, September 14, 2010

"Jingdong model" kept short board



The data from Analysys International show that in March this year, sales of Jingdong has more than 200 million yuan, even more than the traditional two-Dangdang and excellence Amazon. However, in direct sales where the profit is not high, Jingdong want to further enhancement of the non-profit directly above the breakthrough. Meanwhile, Jingdong have higher sales, but there are fewer problems in the number of users.

The second half of last year, e-commerce once again become the focus of all Chinese hot one. Analysys International in the "first quarter of 2009, China's B2C online retail market, quarterly monitoring," said in the first quarter of this year, China's B2C market reached 3.496 billion yuan. Taobao C2C market, compared to a dominate, starting earlier in the year because of China's B2C market, the entry of Jingdong Mall is more complicated.

With rapidly expanding 3C products and home appliances of Jingdong Mall recently announced that it will fully expand its investment in the appliance field, is proposed line from the microwave, hair dryer and other small appliances extends to refrigerators, washing machines and other large household appliances.

If Dangdang, excellence is to build a Wal-Mart online, and Jingdong choice is more like a copy via the Internet Suning success.

High per capita consumption of hidden

According to the China Electronic Chamber of Commerce quoted Deputy Secretary-General Lu Renbo statistical data, said home appliance business through the Internet last year, online mall number of commodities has exceeded 1,000, market size is about 20 billion yuan, accounting for household appliance market, 2% of total sales. The year 2009, the market scale is expected to exceed 800 yuan to 100 billion yuan.

As we all know, home appliances, especially large appliances are usually priced higher and lower sales profits. Jingdong Mall in March to break 200 million yuan of sales, for example, can be interpreted as "50 million people, each spending 4,000 yuan." The traditional B2C model is "4000 million people, each spending 50 yuan."

According to the current user's view of the majority of Jingdong, buy appliances online "prices lower than the mall," even to the store many users choose the right model, then to the on-line orders. Can be a very obvious problem is that such a giant compared to Suning, it is difficult to imagine the "new channel" Jingdong Mall from suppliers for lower purchase price. Even low-cost virtual store can be balanced to some extent, the spread between the two channels, but if can not find in other profit strong support, it is difficult to imagine Jingdong's "cheap" to last.

It is easy to think of another Chinese e-commerce in the area of a "martyr" E state. Many years ago, E China "to buy enough for 10 yuan to send Coke" approach to a large extent, allow users to realize the benefits of e-commerce, but unfortunately, you feel the benefits have not become a sufficient condition for the success of E state.

"Suning model" of imitation problems

Whether Jingdong mode or traditional e-business models, the source of profits generally fall into three categories.

"ABC profit by jargon is called." Certain e-commerce executives, said, "A profit is the profit generated by selling direct. B profits and sales is directly related to the non-profit. Generally channel obtained from the manufacturer business sales rebate or incentive. C profits and sales is directly related non-profits are usually embodied in the supermarket goods shelves fees. in the traditional retail industry, the larger shopping centers, B and C the profit contribution margin the higher. so you often can see some of the market in the promotional activities, sales of commodity prices than the manufacturers Chu Huojia even lower. This fact is to share with B and C to subsidize the profit A profits are. "

Suning Appliance stores have the traditional line under the interpretation of this model thoroughly, and to some extent Jingdong thinking very much in line with them.

The problem was arising. In the retail chain, suppliers and channel business has been a contradiction. When the channel business is strong enough, suppliers often have to ship price, channel management strategies on both the policy and even some adjustment. Bearing that in mind, if not strong commercial channels, they are very difficult to win from suppliers lower shipping prices, is also almost impossible to obtain in the leading position in procurement negotiations. This is the "Jingdong mode" now have to face the biggest challenge.

"Last year, the home network market share is still only 2%." The anonymous senior said, "even speeding up, we can hardly imagine that online channels can be Suning day as strong."

Difficult to break through the "B + C"

The data from Analysys, said the first quarter of 2009, China's B2C market is 3.496 billion yuan, C2C, compared with 44.071 billion yuan.

"As a whole, for various reasons, products sold through the network platform, whether B2C or C2C, its price is slightly lower than offline stores." Dangdang Chenteng Hua, vice president, said, "This is the e-commerce features, as virtual shop do not take a lot of line shop requires affordable cost. "lower the price of the original cost of the corresponding lower natural, but it also indicates a problem is that profit in the A, e-commerce and traditional retail practice the differences are small. "Lower cost" can not actually e-commerce businesses to secure the number of new profits. So in order to achieve a breakthrough in the profits, B and C profit is the profit of a breakthrough where e-commerce.

So, is the impact of 4000 million people are more likely to break through, or only affect the 50 million people?







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