#Laogao E-commerce Newsletter# [March 27 E-commerce Morning News] 1. Lei Jun posted a brand new factory for Xiaomi mobile phones: Indian Prime Minister liked it; 2. Name and phone number will no longer be displayed on express delivery orders; 3. Beijing will uniformly supervise shared bicycles: violators will be severely punished; 4. Amazon considers multiple physical retail store models and wants to participate in furniture, appliances and fresh food sales; 5. Lotte courtesy Chinese tourists to South Korea.
1. Lei Jun showed off the brand new factory of Xiaomi mobile phone: Indian Prime Minister liked it
On March 27, Lei Jun posted on Weibo recently: "Prime Minister Modi of India talked about Xiaomi's second factory in India on social media today... Come on Xiaomi's Indian team!" Indian Prime Minister Modi said that smartphone manufacturer Xiaomi announced the opening of a second production plant in India, which is an important driving force for "Made in India". It is understood that the factory is Xiaomi Mobile's second factory in India and is built in cooperation with Taiwan's Foxconn. According to previous reports, with a new factory, the production capacity of Xiaomi mobile phones will reach 1 unit per second during normal working hours. In the future, 95% of mobile phones sold in India will be produced locally. (Source: Global Network)
Comment: Domestic companies are now more in India to take up space, and profits are second.
2. The name and phone number are no longer displayed on the express delivery form
According to reports on March 27, it is reported that Cainiao Network is joining forces with Chinese logistics companies to gradually eliminate express delivery orders printed with consumer privacy information. It is understood that the project is being piloted in five northwest regions: the address information on the single side will be retained and the phone number will be processed. (Source: Cainiao Network)
Comment: A good try.
3. Beijing will uniformly supervise shared bicycles: Violators will be punished strictly without loans
On March 26, the reporter learned from the Beijing Municipal Transportation Commission that Beijing is currently stepping up the formulation of guiding opinions on regulating the development of shared bicycles, and will clarify and regulate the respective responsibilities of the government, enterprises and lessees involved, standardized operation and management of enterprises, regulations on parking order, supervision and violation penalties, and expansion of parking spaces in centralized parking areas. Industry analysis shows that if the guidance on shared bicycles is issued, Beijing's supervision of shared bicycles will be unified across the city. (Source: Beijing Business Daily)
Comment: The balance between supervision and entrepreneurial freedom needs to be grasped slowly to avoid excessive supervision from killing entrepreneurial freedom.
4. Amazon considers a variety of physical retail store models and wants to get involved in furniture, appliances and fresh food sales
On March 27, the New York Times wrote an article on Sunday that Amazon hopes to enter the retail business of food selling including furniture, home appliances, and daily necessities. The company is currently considering launching multiple retail stores, but Amazon's retail store business is still very slow due to no store opening model. New York University professor Galloway said the slow pace of Amazon's physical stores has shown that the company has not yet considered how to conduct physical retail, which surprised him. Five years ago, Galloway also believed that Amazon would open hundreds of retail stores so far. "The current situation shows that Amazon has not found a way to let them launch their physical retail business on a large scale. After finding this method, Amazon will invest huge resources." (Source: The New York Times)
Comment: Amazon’s attempts in various physical stores are worth learning from by domestic e-commerce platforms.
5. Lotte courtesy of Chinese tourists to South Korea
March 27th news, "Because of understanding, so wait" - this sensational Chinese title comes from South Korea's Lotte Group, and will be pasted outside its major hotels, shopping malls, and duty-free shops in South Korea from the 24th. It is obvious that the target is Chinese tourists. South Korean media said that the South Korean government has no hope of taking action, and "Room in the helpless way plays the emotional card." (Source: Weibo)
Comment: Haha.
6. Vanke Property introduces Boyu Capital and 58 Group as strategic investors
On March 27, Vanke revealed in its 2016 annual report last night that its property platform Vanke Property has completed the introduction of two strategic investors, namely Boyu Capital and 58 Group. According to the annual report, based on the total share capital of Vanke Property after the capital increase is completed, Boyu Capital subscribes 25% of the equity with the funds it manages, and 58 Group subscribes 5% of the equity with its subsidiary companies. After the completion of this capital increase, Vanke Property's registered capital was changed to RMB 665 million, and the company's equity ratio of Vanke Property was changed to 63%, and it is still the controlling shareholder of Vanke Property. (Source: Tencent Technology)
Comment: It can be imagined that in the future community ecology, from buying and selling houses to custodying idle houses, from one-click home-based services, second-hand cars and item transactions to customized online financial services, the best butler services and the most convenient Internet services will be seamlessly connected.
7. IKEA has opened a global city ordering center in Beijing!
On March 26, the IKEA Beijing Ordering Center located in Wukesong was officially opened recently. This is the second order center opened by IKEA in China after the Wenzhou Ordering Center last year. Different from Wenzhou, the opening of an ordering center in a city where IKEA home furnishing malls is the first in the world. It has a small size and no need to buy land to build it, making it more flexible in location selection and easier to open to convenient transportation, especially in Beijing where land prices are high. It is undoubtedly a smart approach to leasing and utilizing the existing logistics warehousing and distribution platforms in the form of leasing! (Source: Interface)
Comment: The light asset model means the loss of initiative, and the prospect remains to be seen.
8. Lotte will invest 2.2 billion yuan in Lotte Mart's emergency rescue business
On March 27, according to a recent report by South Korea's "Joint Ilbo", South Korea's Lotte Group decided to urgently send 360 billion won (about 2.219 billion yuan) of funds to its Chinese branch to alleviate the current total paralysis of Lotte Mart (Rote's main retail format in China). A relevant person from Lotte Mart explained, "Due to the closure of business, there is no sales in the store in China. However, funds are required for purchasing goods and paying wages, so it is decided to invest." (Source: Interface)
Comment: This is not just a solution to commercial means.
9. Jiaduobao sold 10% more last year, but the growth rate of herbal tea began to slow down.
According to reports on March 27, the China Food Industry Association recently released the "2016 Beverage Industry Overall Operation Report". The report shows that the market sales revenue of the herbal tea industry in 2016 reached 56.12 billion yuan, a year-on-year increase of 4.2%, accounting for 8.8% of the market share of the entire beverage industry, ranking the fourth largest category in the beverage industry. Among them, Jiaduobao brand herbal tea ranks first in the Chinese herbal tea industry with a sales market share of 52.6%. However, from the overall perspective of the industry, before 2014, the compound annual growth rate of herbal tea category was 22.7%, but the compound annual growth rate will drop to 15.4% from 2014 to 2019. (Source: Interface)
Comment: Whether it is products, marketing, or capital markets, herbal tea companies are actively making new attempts. However, with the intensified competition in the herbal tea category market and slowing growth, how long can a single herbal tea category compete?
10. China Unicom's 100 billion empire crisis: Net profit plummeted by 96%, cancelled roaming expenses and lost 6.3 billion
According to March 27, China United Network Communications Co., Ltd. (hereinafter referred to as "China Unicom", 600050.SH) recently delivered an answer that disappointed investors. Its annual net profit for 2016 was the worst record since its listing in 15 years - a year-on-year decrease of 96%. It is puzzling that although China Unicom lost a large number of users in 2015, its net profit fell by only 12% that year, and it still maintained a scale of 10 billion yuan. In 2016, China Unicom faced a significant decline in net profit while a net increase of 11.51 million users. (Source: Investor's News)
Comment: It is not possible to not innovate or change, and to live in your old capital while lying down.
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