E-commerce faced a great turning point in the last year: 1. Taobao, led by Ma Yun and JD.COM, is a physical e-commerce with products as the main form; 2. Tencent and Meituan, headed by Ma, are all service-oriented e-commerce.
The first trend is mobile shopping. As we all know, by the end of last year, the number of mobile phone users had reached 500 million, while the number of PC users was 590 million, and the growth rate of mobile phone penetration was much faster than that of PC. In other words, in 20 17 years, mobile phone users will surpass PC users, which means that the main battlefield of e-commerce in the future is not PC, but mobile devices. Moreover, mobile users have many characteristics, and the frequency of first-time purchase is higher. The peak of purchase is not during the day, but at night, weekends and holidays. Mobile shopping will completely change the life of PC e-commerce, so we should be ready for this new revolution. To do mobile shopping well, we should make full use of the characteristics of this mobile device, such as its scanning characteristics, image and voice recognition characteristics, sensing characteristics, geography and GPS characteristics.
The second trend is platformization. You can see that big e-commerce companies are starting to have their own platforms. This truth is actually very clear, because it is a process of making full use of your own traffic and maximizing the benefits of your own goods and services. Because of the platform, they can make use of the resources of the whole society to make up for the richness of their goods, increase the richness of goods, and increase service and geographical coverage.
The third trend is that e-commerce will penetrate into the third, fourth and fifth tier cities. On the one hand, it comes from the continuous penetration of mobile devices. Many third-,fourth-and fifth-tier cities rely on mobile phones and PADs to access the Internet. The economic income of these cities has increased first, and the local shopping is inconvenient, the supply of goods is not smooth, and the retail is backward compared with advanced countries.
With the penetration rate of online shopping in first-and second-tier cities approaching saturation, the layout of e-commerce urbanization will become the focus of e-commerce enterprises. Third-and fourth-tier cities, towns and other regions will become the main battlefields for e-commerce "channel sinking". At the same time, e-commerce can give greater play to its advantages in underdeveloped areas of third-and fourth-tier cities and narrow the consumption differences between third-and fourth-tier cities, towns and first-and second-tier cities. JD。 COM's IPO application financing amount is about1500 million to1900 million, but JD.COM said in the prospectus that 10 to1200 million will be used for e-commerce infrastructure construction. It seems that the two giants will focus on third-and fourth-tier cities. In fact, whoever seizes the third-and fourth-tier cities first will have greater advantages in the future competition.
The fourth trend, I think, is the Internet of Things. You can imagine the development of these wearable devices and RFID. In the future, chips can be implanted into skin, clothes and anything. Any change in project status will lead to changes in other related projects. You can imagine that if you put a bottle of milk in your refrigerator, it will be automatically scanned when you enter the refrigerator, and you will automatically know the shelf life. Know when to put it in, know your own consumption, and you can automatically place an order immediately after eating. As soon as the merchant receives the order, he will send it to you. As long as an order is placed, it may trigger e-commerce. When an order is placed from a supplier, that order will trigger production, which means that all retail, logistics and final production can be combined.
The fifth trend, I think is social shopping. I hope to listen to the opinions of relatives, friends and opinion leaders. For reference, we recommend. Social shopping can enable people to market customers more accurately and serve customers more personally on social networks.
The sixth trend, O2O, is very interesting. The combination of online and offline has three functions. The first is the area where goods are collected and distributed to customers. The second place is the point where the customer picks up the goods; The third place is the marketing point. It displays our goods, buys for residents in the community, helps them surf the Internet and helps them shop with their mobile phones, which has played three roles. But what is a sigh? Traditional retail goes online, e-commerce goes offline, and finally it must be the integration of O2O, providing customers with multiple channels and greater convenience.
The seventh trend, cloud services and e-commerce solutions. A large number of e-commerce enterprises have developed many capabilities, including logistics capabilities, marketing capabilities, system capabilities, and various capabilities to provide e-commerce solutions for merchants, suppliers and partners. These abilities hope to play the role of maximum efficiency. For example, we launched SBY, which includes marketing services, data services, platform services and logistics services. We just launched financial services.
The eighth trend is the application of big data. As we all know, in fact, the profit model of e-commerce is gradually upgraded. Low-level, profit depends on commodity price difference. The next ability is to do marketing and rebate for suppliers' goods. Profits from marketing. The next profit depends on the platform. With traffic and customers, I hope to collect platform usage fees and commissions to improve profitability. The next ability is financial ability. That is, the ability to provide various financial services to our suppliers and merchants. The next ability is data, that is, we have a large number of e-commerce customer behavior data, and this ability is also the highest level of e-commerce profitability. And data, as we know, is also a gradual upgrading process. The original data is scattered and of little value, and these data are filtered and analyzed into information. It has become our knowledge to build an information-based model to support decision-making, and this knowledge can be used to predict, extrapolate and realize the truth, which has become our wisdom. Therefore, in the whole upgrade, data upgrade and the upgrade of our data value, the value of this big data is fully reflected.