Discussion on new trends in e-commerce——Share of e-commerce club members

　　Everyone has a different investment style. The choices are different, this is just some of my personal thoughts on the new trends in e-commerce. Let me share with you some:

　　Vertical e-commerce platform. This is also what I want to say. There were several types of investment trends back then. The first type was Taobao brands, and the second type was vertical e-commerce. The attempt to enter all vertical categories and build a vertical platform is not detailed enough and focused. After experiencing roller coaster excitement, out of control, returning to reality, Letao, Haolebuy, Mengbazao, it was in full swing back then, but today the voice is no longer there. And Vipshop, Jumei at least squeezed into the shuttle bus. Lirenlizhuang, which was silently operated after a large international brand back then, did not have a single B2B customer, and the cosmetics e-commerce Lirenlizhuang continued to raise funds and grow this year. There are still many good cases.

　　Let's take a look at YOHO! In stock, stick to sub-industry, and focus on trendy shopping for young people. As long as you persist, you can do this very well.

　　One thing I want to emphasize today is that capital is looking at e-commerce. Return to fundamentals. In 2009, everyone was quite popular, maybe they were looking at venture capital, but now they are going to return to retail fundamentals. Everyone can see that in the past few years, they all have to use data to speak. So e-commerce is still a retail industry. Therefore, we must operate in a productive and refined manner. The first wave of e-commerce became popular, and most of the problems that arise were focusing on marketing, clearing products, lowering prices, homogeneity, and squeezing goods. Today's e-commerce sales channels are now heavily invested in capital.

　　Basically, there are many heroes in the process, and there is little chance of creating a new world in this area. Today, if you are entrepreneurship with a grass mentality, hoping to get to the big tree of the Internet or mobile Internet, desire some kind of dividend, and enjoy low-priced traffic, your company will basically not grow into a big tree, so we need to find a good access point.

　　E-commerce still needs to return to retail, which means focusing on the operation of details, and there is no shortcut. The capital market is rational about e-commerce returning to rationality and realizes that the essence of e-commerce is still business, and it still needs to make money and return to fundamentals. E-commerce still needs to pay attention to the core of retail. Refining is far better than being big and complete.

　　I found a set of data to share with you. This is some data compiled from the database of data venture capital in the past few years. The line above is the number, and the line below is the amount of financing. The number on the left is the investment amount. But I would like to briefly tell you that if you don’t look at this data, venture capital and e-commerce will definitely be a growth trend from 2010 to 2011, 2012 is a downward trend, and 2014 is an upward trend. I was also surprised when I looked at this set of data later.

　　If you need to look at the amount of financing carefully, we don’t care about e-commerce when we airdrop, we still pay attention to it. Last year, the new investment direction was received by some new attention. I would like to share with you the new investment direction. One of my previous directors was that the investment amount should be relatively small, and now it does not cost much. So some new investment directions are mobile, supply chain flattening, or hingzhi supply chain e-commerce, micro-commerce, community e-commerce, relationship chain e-commerce, fresh food e-commerce , cross-border e-commerce are Taotao and exports. These are all new directions. Next, I will put forward some opinions on several new e-commerce trends to share and discuss, that is, those points are very important when financing.

　　There is nothing right or wrong, it's just a brainstorming.

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