[Column] 2014 annual inventory of the electricity supplier, subversion spindle!i dark horse: As America's net turnover of the whole network Black Friday holiday shopping spending is $ 2.4 billion, almost about one-fifth of China, China has completely replaced the United States as the most important market for e-commerce model, Whether it is absolutely turnover, or the business model and service innovation. December 5 at noon and a few friends to eat in Shenzhen, have done for decades in the traditional business, but also to do the traditional electricity suppliers Jingdong Taobao sellers, this year business has been increasingly difficult. Also see new opportunities will be electric, confused! I asked the brother how to see past the East in 2014 electricity supplier, is there some rule of interesting things. If you use one word to describe the electricity supplier summarize what happened in 2014, it is \u0026 ldquo; \u0026 rdquo ;, subversion inventory is one sentence: a promotion, two public, three-game, four-year investment pen depth inventory summary, the article! long, the proposed collection, and slowly read! a promotion 57.1 billion this year, Lynx turnover double eleven, count me know Jingdong, car home, Suning Tesco, 80 billion is there, scale the equivalent of two or three days all consumer retail turnover traditional line, clothing and books 3c communication indeed has become a trend of subversion. As the US consumer online shopping Black Friday holiday the whole network turnover is $ 2.4 billion, almost about one-fifth of China, China has replaced the United States as a full-fledged e-commerce model is the most important market, whether it is an absolute deal amount, or business model and service innovation. Digital shocked Wall Street investors, but also shocked the traditional retail people, for the vast majority of retail formats, the transition has become an urgent matter. Taobao model is the introduction of a large number of sellers, to help users find the most cost-effective products. Jingdong although not necessarily the most expensive, but provide consumers limit of 211 self-built distribution best online shopping experience. Whether it is the richness of goods, or the price competitiveness or relative convenience massive transfer of consumer online shopping platform has been the general trend. Online shoppers in 2013 at around 310 million, while net purchases in 2014 may exceed 360 million subscribers, an annual rate of 40-50 million consumers shift to online shopping market. By constantly decreasing passenger line, the next line of business more difficult, which is natural. The companies listed in May Jingdong listed on Nasdaq, the total amount of financing over three billion US dollars, currently worth $ 32.6 billion, the successful listing of Jingdong, Jingdong almost completely laid in the domestic market can not subvert b2c position. After financing, Jingdong will accelerate channel sink to three or four lines, and rural markets, but also declared the United States and other traditional retailers Suning will no counter-subversion possible. Alibaba Group in October landed America NYSE, financing $ 25 billion, the current market value of $ 265.9 billion, far exceeding the world's largest electricity supplier companies amazon market capitalization of $ 144.7 billion. Alibaba is not only on transaction size and market capitalization over the Amazon, or the extent of the ecological improvement, business diversification, as well as innovative business models on more than the Amazon. The world's largest electricity supplier companies from the US Amazon easy to master Chinese electricity provider Alibaba! And one of the key strategic Alibaba is to raise huge amounts Jordan Flight 45 of money after the electricity business into the global market, and establish a global ecosystem Alibaba electricity supplier. Nike Lunar Womens Only 1.4 billion Chinese people, but also in the world, nearly 60 million users waiting for services. Alibaba Amazon and eBay listing is the electricity supplier giant American subversion. In the past one year, Amazon and eBay's stock price is basically no change, while the share price Nike Soccer Shoes performance of eye-catching Chinese electricity supplier. More countries of the region's electricity provider market, put more attention on the Chinese model to imitate, rather than Amazon and eBay. Three-game series early in 2014 for millet Huawei launched a price war, glory 3c price for red rice 799 798 directly, but for the glory 3x price 1698 yuan price 1999 yuan millet 3. After Meizu, oppo, Lenovo and other domestic mobile phone brands have joined the price war, smart phones will soon be pulled thousands of machine time. He did not participate in the price war, only three, Apple, Samsung and later Luo hammer phones. Of course, no subversion out Huawei millet, millet to the third quarter, when the market share of over 15.4%, has become the largest smart phone brand manufacturers, Samsung has great market share fell to 13.5% a year decline in nearly half market share. Samsung sold by the Chinese market downturn, in 2014 the share price has fallen more than 12.5%! The smartphone price war, China has accelerated the popularity of smart phones, the next change of electricity supplier provides the basis for mobile Internet. February 2014 began, led by drops in Tencent godfather to Ali godfather taxi and headed quickly launched a subsidized taxi war, is said to last more than a billion Tencent for this subsidy costs. The vast majority of people are looking puzzled, because it is difficult to imagine how to make money later, after many users stop subsidies are not in use. Essentially, a taxi behind the software wars, the mobile payment market for micro-channel payment and PayPal war young users, are trying to subvert the micro-channel pay Alipay monopoly position in the payments market. Ending the Hornets, shaking his taxi and other software have hung up or restructuring. Third electricity suppliers war occurred in August and September at the start of World War II takeaway, the main two are hungry, what US Mission Network, though still behind Ali and Tencent, but basically has not much relationship. US group buy subverted by public comment dominant position in the food industry, and hungry, it hopes to cut takeaway challenge US corporations buy influence in the food. Massive price subsidies, the US group net and hungry start it please the whole eating takeout Chinese Cock wire, the current two Japanese orders are known in more than one million single. In addition to individual takeaway relatively deep roots, most of them hung up. In the past year, all kinds of unchaste price war more than in previous years, and two days before the East Cape in Shenzhen, visited a friend do mobile electricity supplier. Friends said he was in that building that there are three do the smart bracelet, but this year have closed their doors. No large-sponsored festival parade Internet price war more and more frequent, start-up companies and even the black days of the event some of the traditional giants are facing more and more. In the past Internet entrepreneurs face investors, they often will be asked sentence: If Tencent do, how to do more and more and the current electricity supplier entrepreneurs will face more challenges realities:? If millet, Jingdong, the US group, Ctrip, to where other companies do, how to do? Internet still has a strong Matthew, in the past Air Jordan 18 a lot of entrepreneurs that sacrifice the long corner, although it did not expect to do big business, earn a little money too Yes, but the moment the East Columbia to see the situation is that even sacrifice the long corner Gouqietousheng also difficult. Entrepreneurs, no matter at what stage should always maintain sufficient sense of crisis, the whole network will have to do first goal! Four strokes financing by the end of March 2014, Tencent announced strategic investment Jingdong, Tencent electricity provider's business packaged and sold Jingdong other additional investment of billions of dollars to Jingdong. Jingdong completed the upgrade 2015 Latest Nike Shoes in the b2c market share, also received a micro-channel and Tencent qq country's two largest mobile applications entrance. Tencent goal is to get rid of the burden, the Jingdong into new electricity provider Tencent Ali ecosystem to overturn the monopoly electricity supplier, and Jingdong demands leveraging Tencent resources to subvert the dominance of the Lynx. For now, the two have differences, expand cooperation and is not particularly deep, Ali has little effect. From the East Cape of understanding, the biggest problem lies in Jingdong body, micro-letters and hand q entrance of play, must be innovative, non-traditional ways to sellers entrance, get a few pit position, so that different categories to provide goods as Jingdong official website and app supplementary entry, users quickly become numb, and then give up. Jingdong want to break, it is necessary to change their kpi lack of innovation-driven culture, of course, more change needs to come from Qiang East himself, in the past, the more successful the more trust their own set of things the harder it is to change! Suning become so today, not that so? Tencent follow how the pen investment, such as public comment, 58 city and Locke, the most important is shopping for an individual sellers open micro Letters Shop pockets. October pocket shopping announce c round of financing $ 350 million, of which $ 145 million investment in Tencent. Soldier ants, Taobao is by hundreds of millions of sellers getting bigger, while the micro-store shopping bag APP on line in early January. Pocket Shopping micro store founder, CEO Ke said that as of September this year, slightly shop has covered 172 countries, attracting more than 12 million shops settled, 83 million unique visitors a month, turnover has reached 15 billion. Although some data and some moisture, but just one year, which is quite amazing. Starting in September, slightly pat Jingdong's shop started, and soon the rapid increase in the turnover of micro-channel to reach tens of millions of day, has more than a pat on the past 2089 years level. The new mobile providers, social electricity supplier was born, if Ali at his Taobao sellers new quantitative data, surely must be decreased. Although Ali is more profitable Lynx Alipay financial data is large, but there is no Taobao, Lynx is also a passive water without trees. Decentralized micro Taobao shop is upending the traditional model. The second tranche of financing from Alibaba announced in May SingPost $ 249 million investment, Singapore Post Established nearly 200 years, now has 12 distribution in Southeast Asia, Australia, the UK and the US warehouse. A wholly owned subsidiary of Singapore Post, Quantium Solutions has more than 200 business enterprise customers. Post new terrestrial distribution network covers all of Southeast Asia, South Asia countries, including Singapore and India. Ali's AliExpress principal operations in Russia, Brazil and Argentina and other South American countries, so the investment Singapore Post, Singapore Post absorb the international postal, logistics capabilities, infrastructure and a strong distribution network, providing end consumers and businesses in Southeast Asia logistics solutions, is Ali into Southeast Asia market, the key step. Alibaba is a regional market, Nike Free Mens one by one off eBay and Amazon subvert traditional American electricity supplier. In the international tide, the traditional brand grafted on Ali and Jingdong these carriers will more smoothly. The third pen financing is the way home in June announced a $ 100 million net of c round of financing, it seems there is not much change in the space of the hotel market ushered in a new giant, the way home network. A week before the East Cape and money = former Tencent small partners in Tengchong travel, live in the way family villa, 3600 yuan a night, there are three rooms, a butler, a separate breakfast done, but also to help find a car and drivers. Because former colleagues there to do cmo, I told entrepreneurial three years has opened nearly 3000 Villa. Of course, it sounds not fly, too expensive. But the way home overall average customer price more than 1000 points, taking into Jordan Spizike account the three or four rooms, in fact, the price is not expensive, ideal for families and corporate team travel reservations. For example, the price is not much expensive Chinese court, while taking into account the comfort and service, the cost would be much higher than the former. It appears that the hotel is already a highly competitive line of business, some overdone. But always there is no lack of new models and new breakthroughs insurgents! This year in field of electronic business investment and financing is very active, there are over 100 million US dollars to make luxury temple library network, I bought fresh network, the hospital's registration mushroom Street beautiful network, apparel, said the previously mentioned price war in the taxi drops, and so hungry it. When the electricity supplier or when Ali, Jingdong, Ctrip has been monopolized by a lot of people believe there will always be new models continue to have new companies out of the market segments in more break to find their own opportunities. Tradition is dead, immortalized change traditional electricity supplier conventional play really do not have much chance, purely into a capital and the time difference of the game, before throwing money grab potential buyers shop infrastructure users, then scale then users realized. But the new electricity supplier gameplay, new electric provider model is still emerging, and beginning to make money, and in the pattern is not lower than conventional electricity suppliers play. This is also the last month running around the East Cape, looking for similar projects, biomedicine, there is education, 3d print scanning. They have a good product or a traditional user base, and then combined with the mobile Internet, social networking do something fun and profitable electricity supplier, an Internet thinking alone is not enough \u0026 ldquo;! Subvert \u0026 rdquo; 2014 electricity supplier keywords will be coming every year electricity supplier keywords, in an international, online, mobile behind the three major electricity supplier trends, continuous emergence of new opportunities and new players giants. Whether it is a net purchase of Double Ten Day is good, ipo market, or a variety of tear force a price war, as well as large-scale investment and financing, we can see the future of China's electricity business dynamism and innovation, breakthroughs and subversion. (The author is the electricity supplier angel investors, former Tencent, Jingdong electricity provider strategic analysts, business strategy consulting plus micro letter 787,977,470, welcome attention to the micro-channel public number Question: dgjdds) =============== ========================== article represents only the opinion of the authors, the official position of the non-black horse i click on the link, and author with the exchange: http: // ask .iheima.com /? / people / Li Chengdong