Due to 11 national is travel season, in previous years of 11 line Shang electric business market relative compared calm, are is line Xia Mall compared active, and with mobile electric business of mature, this year 11 also became electric business big promoting of key node, just marriage of days cat electrical city and suning prepared let this year 11 into for double 11 of front online Xia cooperation promotions of preview, while with with Ali Beijing Hangzhou double home strategy of message, Beijing East seems to sat not has prepared 11 full engaged cat Ning.
Cats in Beijing, 11 joint Su Ning Jing dong prepared a gift
Ali Announces "Beijing, Hangzhou" dual strategy at home, ready to Rumble in the North, centered in Beijing. Move of purpose General was interpretation for for Beijing East and to, but Ali official to out of claims is its business of three points a are has in Beijing, including Ali music, and aliyun, and UC excellent depending on, and gold map, and aliying industry, and Ali health, and excellent cool potatoes, and SINA micro-Bo, since built, and acquisition and investment of more than company, days cat in Beijing raises chips just once normal of business gravity adjustment. However, you must pay attention to, before Ali, the company is a dealer in Beijing, Ali, this dual strategy at home is very thoughtful, was interpreted as a direct crackdown on East Beijing too much. Robotics 10 robot company changed its playing
Official version is no easy rival down the objective to put on the table said, like when alisuning before the marriage, the official story is "cooperation instead of competition", but it is clear this level of cooperation will certainly impact on East Beijing. Ali cat moved north the subtext has been very clear, is to inject the business strong Beijing market aimed directly down its East base camp in Beijing market 3C home appliance business. Prior to this marriage of close relationships with suning also began to play a role at this time.
11 years during the national day holiday is 3C appliance big-name promoting suning offline play, and suning and cat appliances work together to jointly promote for national day, from September 25 until October 9, Beijing area will receive 100 Yuan for consumer users have the opportunity to participate in a red envelope, envelopes will total over 1 billion yuan. CAT has just announced in Beijing Jingdong specially prepared such a generous gift, it is surely no coincidence, including with suning before marriage, moved the capital to Beijing, as well as during the national day of 3C appliances, these initiatives are specially prepared for the East.
Said Jingdong logistics has the advantage, that Ali was going to market challenge in Beijing Jingdong logistics advantages. Investment day day Shun and integration suning logistics zhihou, days cat enhanced has large logistics of distribution capacity, for the 11 national for Beijing East tailored prepared of 3C appliances big promoting activities, days cat electrical city will to Beijing area consumers provides everyone electric appointment delivery day up, service, rookie and suning logistics full through Hou, even can achieved day sent loaded one, this logistics service efficiency to caught up with Beijing East. Ali around the ring found several important helper is for through the advantages of electric city East business collapse Beijing 3C household appliance, and scored goal is first East headquarters located in Beijing market.
Cat set, Jingdong, engaged, East of bloodletting poaching dilemma
Cat break Jingdong how in the world is good? Bellicose Beijing Dong will face the back of the good off leash, Jingdong can tolerate cats in Beijing market 1 billion promoting cat Super supermarket developers e-commerce, commercial business, after all, is not the Foundation of Jingdong, under the continued losses also had to bear. Support electric city to seize the day cat 3C home appliances market in Beijing for 1 billion subsidy, Jingdong can't stand it any longer, because the 3C appliance is East of Beijing to settle down once Beijing took the lead in the fall, the national market and will hold a. Jingdong capital markets can tolerate temporary loss, but cannot accept the Beijing-East defeat in 3C home appliances market, so cat suning jointly launched a price war provocation, Jingdong only respond to this kind of choice.
Seems to days CAT are waiting for Beijing East response does, days cat into Beijing market is long-term strategy action, future will on North market not set ceiling input, in other words days cat has prepared but 3C appliances market and Beijing East spell what has, as long as electrical city into can collapse Beijing East 3C appliances of advantage, Ali on days cat burn money not set lines, Ali single quarter net profit on has Shang billion, and shares also has fell into bottom, so also no too more of funds pressure and capital pressure, this when is burn money collapse Beijing East 3C appliances advantage of best timing.
Cat price war in electric city-sponsored 3C appliances, Jingdong need to weigh carefully not blindly against, after all, Ali is profitable and have money to burn, and Jing dong has been in a State of continued losses, Q2 net loss 510.4 million Yuan this year, further widening of losses throughout 2015, how to explain to the capital market? Jingdong itself on the lack of profitability, if 3C by CAT electric city appliance market bloodletting, Jingdong profits more elusive. East of Beijing was short of money, moved after the Zhuang, was in arrears by construction vehicles contain the JD new building, now to fight for cat and suning besieged by barrage of price shocks?
Perhaps the cat wants to let Beijing East dilemmas, Jingdong retreated without a fight, cat Circuit City will be able to seize the East Beijing 3C household appliance market share, Jingdong fight without retreat, day cats accompany Jingdong burn down until Jingdong bear capital pressures. Ali Jingdong set a difficult innings, let Beijing Dong Jin is not, nor back, Jingdong selection for a cat is in retreat, you can achieve different strategic goals.
Satisfaction only on the strategy the cat does not seem to deter Jingdong, tactics also intends to let Beijing East uncomfortable. After Beijing East moved to the remote town, CAT has to fight in Beijing, which many do not want to go with the East Beijing yizhuang older workers began to stir on the day of the cat. This fear causes the Jingdong serious brain drain problem. Jingdong want to retain more talents, wage increases are inevitable, however with the Beijing East is unlikely that funding capacity under a large pay rise.
Cat North together on the one hand suning heavy subsidies to promote upgrading logistics and Circuit City collapse Jingdong 3C advantage, on the other hand cat overweight recruit incorporated Jingdong of Beijing people, forced the Beijing East personnel crisis. Cats a combination punch down, Jingdong internal and external troubles, caught in the middle.
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