#Laogao E-commerce Newsletter# [February 21 E-commerce Morning News] WeChat refuted rumors and added new visitor records in the circle of friends; Ant Financial acquired Wanlihui: Excluding the management of the US business has not yet entered; Meituan responded that Dianping will disappear: There is no possibility of merger; Li Guoqing: Regrets to refuse Tencent investment, the husband-and-wife store model is unreliable; Vipshop's fourth quarter revenue of 26.1 billion yuan increased by 2.3% year-on-year...
E-commerce newsletter
1. WeChat Moments will add new visitor records
Recently, there are rumors that WeChat Moments will add a visitor record function. In response, WeChat related persons said: Fake, this is a picture of p. Currently on Weibo, the number of readings on the topic #If there are visitor records in the circle of friends# has reached 280 million, and 28,000 people have participated in the discussion.
2. Ant Financial acquires Wanlihui: Excluding the US business management has not yet entered
After the acquisition of MoneyGram in the United States, Ant Financial restarted its internationalization process by acquiring the London-based British cross-border payment company WorldFirst. According to the reporter, Ant Financial's acquisition of WorldFirst has completed the ownership change, and WorldFirst has officially become a wholly-owned subsidiary of Ant Financial Group. Regarding the details of the transaction, the reporter exclusively learned that the acquisition does not include its US business. According to people familiar with the matter, "The scope of this acquisition does not include WorldFirst's US business, which has been divested to the original shareholders before the transaction." (Securities Daily)
3. Vipshop's fourth quarter revenue increased by 2.3% year-on-year
In the early morning of February 21, Vipshop (NYSE: VIPS) released its unaudited financial reports for the fourth quarter and full year of fiscal year 2018 ended December 31. The report shows that Vipshop's total net revenue in the fourth quarter was RMB 26.1 billion (approximately US$3.8 billion), an increase of 8.1% over RMB 24.1 billion in the same period last year; net profit attributable to shareholders was RMB 688.7 million (approximately US$100.2 million), an increase of 2.3% over net profit attributable to shareholders of RMB 673.2 million in the same period last year. (Sina Technology)
4. Meituan responds to Dianping and disappears: there is no possibility of merger
In response to the rumor that "Dianping will disappear", Meituan responded that Dianping will always be an independent app and there is no possibility of merger into Meituan App. "In the 15 years since its establishment, Dianping has been loved and supported by the majority of users. We have not forgotten our original aspirations and stick to our company." (Chuangyebang)
5. Suning will launch its own brand air conditioners, and the industry's leading structure is difficult to shake
Recently, Suning's first private brand smart air conditioner was launched on Suning.com. The product is currently in reservation status, but the product price has not been announced yet. Industry insiders believe that Suning has channel advantages and after-sales service experience of 3C home appliances, and launches its own brand air conditioning products, which can meet different consumer needs in the market. However, the top air conditioning companies are relatively stable at present, and it is difficult for latecomers to break the original industry head pattern in the short term. (China Securities Network)
Internet Information
6. Li Guoqing: Regrets to refuse Tencent investment, the husband-and-wife store model is unreliable
Today, Dangdang founder Li Guoqing issued an open letter announcing his departure from Dangdang. Li Guoqing said that Li Zhi did not intend to announce it, but because he made a statement about the Liu Qiangdong incident, he needed to explain it to the public. He said: "If I had started over again, I would definitely not choose to start a couple." He believed that it was definitely right to refuse Amazon back then. "In fact, before JD.com accepted Tencent investment, we rejected Tencent's investment. Now it may be a bit regretful." (Tencent Shenzhen Network)
7. Survey data of the State Post Bureau: Post-80s and post-90s constitute the main body of the courier team
Recently, the State Post Bureau conducted a survey on the current status of couriers. According to a survey of 31 provinces and 6,000 couriers, the post-80s and post-90s constitute the main body of the courier team. The overall younger generation of couriers is the most direct reflection of the heavy work at the grassroots level of express delivery. 76.31% of couriers come from rural areas, 15.89% of couriers come from county towns, and only 7.8% come from cities. (Xinhua News Agency)
8. ofo added dozens of new information about the person subject to execution, involving an amount of 220 million yuan.
Since January 3, 2019, Dongxia Datong (Beijing) Management Consulting Co., Ltd., the operating entity of the shared bicycle brand ofo, has added 43 new information about the person being executed, with the total amount of the execution target reaching 220 million yuan. Ofo did not reply to the repayment progress of the above-mentioned debt. (Cailianshe)
9. Didi explores the border R-Lab layoffs, which may involve two or three hundred people
Didi HR interviewed employees of R-Lab department today to communicate their intentions to transfer or resign. The number of people affected by the layoffs this time is about two or three hundred. The most important business of R-Lab incubation is Didi Takeout, followed by minibus. Didi has given a specific compensation plan for layoffs: the compensation is generally N+1 month. If it can be confirmed this week, an additional monthly compensation will be given - this month's compensation is for Didi to leave time for laid employees to find a job, that is, it will be confirmed this week, and Didi will issue wages and five insurances and one fund in March. (Financial)
Cross-border e-commerce
10. Analyst: Walmart will become Amazon's "most terrifying nightmare" in two years
Strategic Resources Group Managing Director Bert Friginger previously commented at Walmart that Walmart will "expand its dominance in the global online retail space and start to become one of Amazon's most terrifying nightmares in the next two years." Friginger said Tuesday that Walmart has blazed a path to success after poaching the best and smartest employees from Amazon. (Sina Finance)
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