E-Commerce Will Usher In A Technological Change Tide

After the baptism of capital cold winter, it became the first half of this year.

The industry is moving from capital boom to rational pition.

The survey found that the electricity supplier who walked down the altar did not fail, but became more rational.

O2O bubble burst woke up a large number of "dream" entrepreneurial speculators, some clear vertical e-commerce emerged, while e-commerce companies also pay more attention to cross-border integration.

Looking forward to the second half of this year, the electricity supplier industry will continue to accelerate convergence and capitalization with the sound of failure, and the industry regulation will also tighten. In addition, with the popularity of new technologies such as VR, AR, video live broadcast, the electricity supplier will usher in a technological change.

Trend 1

Vertical electricity providers favored

Interpretation: in the first half of this year, almost no traditional electricity supplier in the field of electronic commerce got financing, but the vertical location with clear location and specific consumers was favored by consumers.

Statistics show that in the first half of this year, 21 start-ups were invested in angel investment, 39 in the A round, 15 in the B round, and 12 in the C round.

Trend: in

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When the traditional integrated e-commerce platform has been attacking for a long time, the vertical electricity supplier has become the entry point of the new project.

In addition, a large number of electricity providers in the front have already cultivated consumer electricity consumption habits, and the vertical electricity supplier mode is more easily accepted by consumers.

However, it is certain that although the capital still has some interest in vertical electric business, with the industry shuffling and the economic downturn, there will be no "true capability" of e-commerce will be eliminated.

Trend 2

Tycoon integration

Interpretation: in the first half of this year, under the cold capital of winter, the new logic of Internet convergence has arrived: the right of capital discourse will be even greater, and the merger will also spread from the draught giants to the subdivision and follow-up units, and the Internet giant will take this as a base.

The merger will become a catalyst for the new pattern of the industry. In the merger, the Matthew effect is obvious, the stronger is stronger, and the weaker is weaker.

In addition, the giant began to carry out the final strategic layout through cross-border integration.

Trend: in the second half of this year, there will be more cases surrounding the integration of giants.

BAT and other Internet giants have the incomparable advantages of other investment institutions in investing in the Internet field.

In addition to having sufficient capital, the giant also has stronger judgement and operation ability in the Internet field. The Internet giant will integrate the layout through the bottom of the search.

The unicorns in more fields will also join the merger army without completing the independent listing.

Trend 3

China's stock return

Interpretation: the undervaluation of the market value is almost the reason why all listed companies will be privatized, and the good performance of the A share market has become a catalyst for the collective regression of the stock market.

Although the domestic stock market is not performing well, there is still a high expectation for the electricity supplier.

The huge valuation gap has become an incentive to attract Chinese business enterprises to return.

Before the frenzied attempt to gain a foothold in the US stock market, e-commerce companies returned.

Trend: China's stock return is the general trend.

The bull market performance of A shares has mobilized the enthusiasm of China's stock return. Meanwhile, the bad impression left by the stock market to the US market will also put pressure on other stocks.

Although the domestic stock market is weak at present, this is only relative, and there are still great opportunities for individual stocks.

In addition, domestic policies are also paving the way for the return of China's stock market.

However, stocks in the Internet have returned to extinction.

Trend 4

Capital tends to reason

Interpretation: poor financing and fragmentation of capital chain are the common reasons for the failure of e-commerce enterprises in the first half of this year, especially for the newly established O2O project.

These start-ups began to expand their enclosures after getting the financing, trying to crush their opponents through market share, or gain capital recognition, but the enterprises did not excel in the business mode and were eventually abandoned by capital.

Trend: capital and entrepreneurs have become more rational.

Referring to the current status of travel, takeaway and other industries, the extent of burning money will be further reduced.

The development strategy of financed enterprises will be more cautious.

In addition, the omnipotent O2O will continue to die out, and a number of non rigid projects will be closed down.

It is worth mentioning that in the second half of this year, more industry tycoons will be incorporated or merged.

Trend 5

Regulatory tightening

Interpretation: in the first half of this year, in the first half of this year, cross-border electricity providers such as roller coaster ups and downs, cross-border electricity supplier new tax system to completely end the "tax exemption era", rely on policy dividends to make a living in cross-border electricity providers have lost the soil of survival, especially those rely on mother and child and other single products to cross the world electricity supplier is crossing the crossroads, only rely on the poor price advantage of cross-border electricity supplier gradually lost.

Trend: a series of policies such as the new tax system are not going to put cross-border electricity providers into prison, but they will never allow the cross-border electricity suppliers of ants to move through the unfair competition of prices to disrupt the market.

On the premise of stimulating the return of consumption and ensuring the fair market pactions, although the buffer period has been given for a year, tightening policy is inevitable.

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Trend 6

Amoy brand capitalization

Interpretation: the first year of the "Amoy brand" founded on the Taobao platform officially launched the capital war.

Listing is an inevitable choice for enterprises to develop to a certain stage.

For example, those who want to set up a brand shop under the line, such as cracking, silk and Yin men, should face the enormous pressure brought by the rapid rise of rents and human costs.

Listing will help enterprises to finance and expand rapidly, and further occupy a favorable position in market competition.

Trend: in the first half of, the establishment of "assisting businesses listing offices" set the tone for listing the future Amoy brands.

Online traffic bonus period is no longer.

In the post electricity supplier era, the cost and threshold of Amoy brands to obtain traffic are getting higher and higher.

The marketing strategy of low explosive price is not effective. It is limited by online development.

In the second half of this year, more Amoy brands will join the ranks of listed companies.

It is reported that at least nearly 50 brand merchants born in Taobao are preparing for listing.

Trend 7

The pain of fresh electricity Supplier Profitability

Interpretation: fresh electricity supplier industry has been tortured by the continuous failure of the nerve vulnerable.

The biggest problem of the fresh electricity supplier industry is homogenization competition, which lacks internal core competitiveness.

A lot of B2C fresh electricity providers are constantly squeezing the upstream profits to get the difference, not by creating value.

Trend: low permeability has provided potential development space for fresh electricity suppliers.

Next, there will continue to be news of closure, which will be the beginning of the outbreak.

The future mainstream mode must be the combination of excellent traditional retail enterprises and online businesses.

The key of fresh electric business mode is to solve the supply chain problem, improve efficiency and create value.

Trend 8

Net red economy is popular.

Interpretation: the "net red economy" originated from social media is seen as an important manifestation of the trend of social business.

Compared with the traditional electricity supplier, the biggest advantage of the network is that it can bring huge free quality traffic.

At the same time, the low threshold of net red also provided the possibility of participation for a large number of inbound players, thus making the model popular.

Trend: the "net red economy" originated from social media is seen as an important manifestation of the trend of social business.

The word "net red business" may be a phrase that is easy to be misunderstood.

Net red economy also needs a platform. Starting in the second half of this year, more and more investors will pay attention to the construction of the net red platform.

Trend 9

Towards collectivization and diversification

Interpretation: different from the fierce market competition in the high speed growth period, the business industry, which is gradually entering the mature period, is coming to a more severe fight.

From the market share, industry growth, market pattern and many other dimensions, the e-commerce industry is moving from rapid growth to maturity.

The cross-border layout of mature electricity providers is also a capital operation.

The layout innovation of the high development space of the electric business enterprise is also easier to get the approval of the capital market.

Trend: these traditional electric business enterprises are growing up by venture capital under the tide of the Internet. Under the new wave of intelligent hardware, film and sports IP, e-commerce enterprises are also investing in a diversified and diversified group.

Trend 10

Overweight "black technology"

Interpretation: the best way to attract eyeballs is good.

Black technology and new technology have high degree of attention. Under the trend of social business development, this has also become a magic weapon for electric business to absorb gold.

In addition, the application of new technology also brings new shopping experience for consumer electronics business.

The biggest characteristic of VR technology is "immersive experience", which can bring sensory experience into the whole consumption process, and focus on enhancing consumer's sense of consumption participation.

Trend: electricity consumption will become more casual, entertainment and experience.

At present, VR, live broadcast and other technologies are not fully mature, but as a popular trend, such as big data and cloud computing, more business enterprises will be involved in the second half of this year.

However, how to integrate new technologies and new concepts with traditional industries will be a challenge facing the electricity supplier industry.