review: for this cooperation, Suning and Ali abacus respectively how to play
at 4 pm on August 10th, Alibaba and Limited by Share Ltd group Su ningyun group jointly announced a comprehensive strategic cooperation. According to the agreement, the non-public offering of the Alibaba group will invest about 28 billion 300 million yuan in Su ningyun, accounting for 19.99% of the total issued share capital, becoming the second largest shareholder of Su ningyun. At the same time, Suning will be 14 billion yuan to subscribe for not more than 27 million 800 thousand shares of the newly issued shares of Alibaba.
It is reported that
, the cooperation between the two sides will mainly focus on three aspects: in the field of electricity providers, the two sides will set up a joint venture, the main 3C digital and department stores and other categories, in taobao.com opened a special position on the self; second, Suning’s own logistics distribution system will become the rookie network partners, the future open to third party cooperation partners; finally, to get through online and offline, fully open Suning more than 1 thousand and 600 stores and Alibaba system.
for this cooperation, Suning and Ali abacus respectively how to play
Suning: Capital + traffic + financial + big data support
in the first half of 2015, Su ningyun sales volume to 75 billion 63 million yuan, of which electricity supplier platform with over 20%, turnover increased to 18 billion 167 million yuan, an increase of 104.65%. In contrast, the total amount of transactions in the second quarter of Jingdong (GMV) reached $114 billion 500 million, far more than the sum of the first quarter of 2014 plus the first quarter of second. In fact, from 2014 onwards, Suning’s full channel sales (offline stores + online electricity supplier) has been Jingdong catch up.
China’s retail industry under the impact of the Internet wave, a major pattern change. Alibaba, Jingdong mall hurricane Mengjin, Tencent, Baidu, and the vertical sharpening their electricity supplier, to snatch away too much attention, so that the United States Suning few blocks Shuaixia seems to be marginalized.
industry analysts believe that suning.com, compared to other electricity providers, force later, and influenced by the overall market Suning the action a little slow. "Su Ning needs is a giant, can stimulate their own chemical reaction of the giant." Analysts say so.
Ali can bring Suning resources obvious: Capital + flow.
according to the announcement, Suning this fund-raising to invest in six specific projects, respectively: logistics platform construction project (including automated sorting center construction projects, construction projects, regional distribution center logistics business development project); suning.com cloud store development projects (including rental shop, shop renovation project, the project purchase store project, suning.com cloud store brand promotion project); Internet financial projects (including capital projects, financial companies easy to pay capital project (IT project); Bao Kuoyun computing project, big data >