#Laogao E-commerce Newsletter# [March 2 E-commerce Morning News] 1. Hou Yi reiterated JD.com: Why freight rates have risen again and again; 2. Alibaba’s new retail logistics layout is exposed and Tmall will achieve 2-hour reach; 3. Best Logistics’ net loss in the fourth quarter was US$17.8 million; 4. Tmall Queen’s Day invites half of the entertainment industry, and big data reveals the sales power of female celebrities; 5. Alibaba invested 150 million US dollars in the Indian version of “Dianping” Zomato; 6. Online shopping can also kill old customers, and the platform uses user portraits to accurately slaughter customers...

E-commerce newsletter
1. Hou Yi confronted Jingdong again: Why did freight rates rise again and again
According to reports on March 1, Hou Yi expressed his opinion on JD.com's recent increase in freight time for small orders: "Why is JD.com's freight has been rising again and again? The root lies in the cost issue."
He also said that JD.com is a centralized logistics system in the PC era. The initial cost is higher, but the experience is good, and the unit cost will naturally drop as the scale expands. The problem is that centralized logistics must have a critical point of the best scale. After exceeding the critical point, the efficiency will decrease and the cost will increase instead of reducing. (Source: Yibang Power)

Hou Yi confronts Jingdong again
2. Alibaba's new retail logistics layout is exposed and Tmall will achieve 2 hours of reach
According to March 1, Alibaba recently announced its new retail logistics acceleration plan, which not only includes Hema Fresh's 30-minute drive and Tmall Supermarket's 1-hour drive, but also will launch Tmall 2-hour drive service.
According to reports, Alibaba's new retail logistics refers to fully integrating online and offline people and goods yards through technologies such as data algorithms, intelligent supply chains and artificial intelligence. After the shopping is completed, the goods are sent through each forward warehouse, shopping mall store, and convenience store, and delivered to consumers within 30-120 minutes, thus forming an ideal life circle within 3 kilometers. (Source: Yibang Power Network)

Alibaba's new retail logistics layout is exposed
3. Best Logistics' net loss in the fourth quarter was US$17.8 million
Recently, Best Logistics released its fourth quarter and full-year financial report for the 2017 fiscal year ended December 31. In the fourth quarter, Best Logistics revenue was RMB 6.531 billion (approximately US$1.0038 billion), an increase of 111.7% year-on-year. The net loss was RMB 136.9 million (approximately US$21 million), compared with a net loss of RMB 407.4 million in the same period last year. In accordance with US General Accounting Standards, the net loss was RMB 115.6 million (approximately US$17.8 million), while the net loss was RMB 407.4 million in the same period last year. (Source: Sina Technology)
4. NetEase Yanxuan appeared in the Nanjing Boyu Community with "Yanxuan HOME"
According to reports on March 1, following the launch of the offline space concept of "Yanxuan HOME", NetEase Yanxuan has accelerated the pace of cross-border cooperation with offline business formats. Not only did it cooperate with Yaduo Group, Archipelago Group and other companies to develop cross-border exploration, it also joined hands with the real estate giant "Vanke Group" and worked closely with Vanke's real estate and long-term rental apartments.
In January 2018, the Nanjing Menxi Community Project, which was jointly developed by NetEase Yanxuan and Vanke's long-term rental apartment brand Boyu, was grandly unveiled, and "Yanxuan HOME" made its debut in Nanjing. (Source: Phoenix Technology)

NetEase Yanxuan debuted with "Yanxuan HOME"
5. Tmall Queen's Day invites half of the entertainment industry, big data reveals the power of female celebrities to bring goods
As the number one platform for women's consumption, this year's 38 Queen's Day, Tmall will also invite first-line female stars such as Ruby Ruoqi, Hui Ruoqi, and Tang Yan to share their female experiences with consumers, paying tribute to this festival with a new era atmosphere.
From March 3 to 9, Tmall will start this year's 38 Queen's Day, providing consumer references to nearly 700 million Chinese women through authoritative releases. (Source: Seller Network)

Fan Bingbing's consumption influence report
6. Alibaba invests $150 million in the Indian version of "Dianping" Zomato
According to Reuters, Alibaba invested $150 million in the Indian version of Dianping Zomato with a valuation of more than $1 billion. As part of the deal, Ant Financial also acquired a $50 million stake in Zomato, which has been completed. Zomato said it plans to use the financing to improve products and technology. Alibaba said that it would not comment. Zomato is a food ordering, takeout and restaurant discovery platform, known as the Indian version of Dianping. (Source: 36kr)
7. Online shopping can also kill old customers. The platform uses user portraits to accurately slaughter customers.
At some point, big data precision marketing has become an accomplice infringing on consumer rights, which also means that laws and regulations must keep pace with the times and cannot continue to be absent.
According to Science and Technology Daily, some netizens revealed that as a "cooked customer" of a certain website, they were subject to "price discrimination" and were responsible for higher fees than ordinary users. The incident has attracted widespread attention from the society, and many netizens discovered through comparison that they are also deeply trapped in the trap of "killing old customers".
From a technical perspective, the online platform uses the collection and processing of big data technology to create corresponding "user portraits" based on each user's previous selection, usage preferences, personal information and other data to improve the efficiency of consumer services and user satisfaction. The channel for the platform to obtain user behavior and preference information is to continuously collect user big data through technical means such as cookies, and then achieve commercial purposes through specific algorithms. (Source: Beijing News)
Internet news
8. Didi takeaway recruits riders, with a monthly salary of 10,000 yuan, and promises that free riders will double their income
Recently, it was revealed that Didi's takeaway business has begun to recruit riders, and the city that launched the takeaway business may be Wuxi. Didi has not responded to this issue yet.
According to the Didi rider recruitment order exposed on the Internet, the riders of Didi takeaway are divided into loyal riders and free riders, and the specific treatment is:
Loyal rider: 48 hours online every week, with a monthly guarantee of 10,000 yuan; Free rider: take orders at any time when you go online, and double the order revenue. (Source: Chuangyebang)

Didi takeaway recruits riders
9. Foreign media: Xiaomi considers listing in mainland China and Hong Kong
Several people familiar with the matter said yesterday that relevant Chinese departments have asked smartphone manufacturer Xiaomi to go public in the mainland. The report also said that Xiaomi is considering listing in both mainland and Hong Kong at the same time. Of course, the plan may change. Xiaomi's IPO (initial public offering) is expected to be held in the second half of this year, which may raise $10 billion. Xiaomi expected an IPO valuation between $80 billion and $100 billion, one of the people familiar with the matter said.
Analysts say that for Chinese regulators, Xiaomi's listing in the Mainland and Hong Kong is a smart strategy. As more and more high-end technology companies in mainland China go public overseas or Hong Kong, Chinese regulators now hope that these companies can also actively participate in the domestic or mainland capital markets. (Source: Tencent Technology)
Cross-border newsletter
10. Amazon's chief AI researcher Ashwin Ram switched to Google and became the AI technology director of the cloud department
Ashwin Ram, a top student at Yale, has officially resigned from Amazon and joined the search giant Google, and serves as the technical director of artificial intelligence in the cloud computing department. As we all know, artificial intelligence talents are very scarce at present, so companies are doing their best to attract these new talents, spending millions of dollars without any mercy. Senior managers with rich experience like Ram already had a high reputation and status in the technology industry before deep learning technology flourished, so it is even more rare. (Source: Lieyun.com)
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