Ali And Suning "Flash Marriage" Hurt Whom?

Ali and Suning this marriage in the long run, the threat to Jingdong is very small.

But on the two or three line sink, Ali may give Jingdong some pressure.

The marriage will not have much impact on Jingdong.

But for the traditional channel like Gome, the flow under the line may be further lost.

For this marriage, some people laugh and some people cry.

In the industry view, at this moment most want to cry may be Jingdong CEO Liu Qiang Dong.

Liu Qiangdong has just announced his marriage with Zhang Zetian, "sister of milk tea". Meanwhile, Suning and Ali's two rivals also announced marriage.

Some even quipped "Liu Qiangdong has fallen into tears in Chaoyang District, crying in the bridal chamber."

According to the monitoring data of China Electronic Commerce Research Center, as of December 2014, Tmall ranked first in China's B2C network retail market (including open platform and self sale type), accounting for 59.3% share, reaching 763 billion yuan; Jingdong ranked second, with a paction volume of 260 billion 200 million yuan, accounting for 20.2% share; suning.com ranks third, accounting for 3.1% share, and the total volume of commodity trading on Suning platform reached 25 billion 791 million yuan.

Therefore, the combination of Ali and Suning is actually the combination of the old and the strong.

"

For Ali Suning, it has always been a strong competitor. Jingdong is a real electricity supplier. It sells real goods, but Ali sells more services and does not sell things.

So if Jingdong is getting bigger and bigger, it will be very restrictive for platforms that do not sell physical objects.

China

Mo Daiqing, a senior analyst at the research center, told the international finance daily that Ali will have a bigger restraint on Jingdong after joining hands with Suning. Especially after suning.com entered Tmall, Tmall first added a strong household appliance to Tmall.

Meanwhile, Suning also strengthened its own large household appliance business to counter Jingdong.

Suning.com has also gained online traffic to expand its online business.

Shortly before that, Gome two veteran Li Juntao and He Yangqing sat down in person.

As CEO and COO respectively, Gome attaches great importance to the promotion of online business.

The new top management team announced the new development strategy of Gome online. It said that through the nine strategies, the paction volume reached over 60 billion yuan in 2017 and reached the top three of the industry.

This combination of Suning and Ali is bound to touch the same pformation of Gome.

In this regard, Zhuo Sijun said that the cooperation between Ali and Suning might accelerate the layout of the US online.

"There is no big impact on Gome unless there are new substantive actions."

In Zhuo Saijun's view, the greatest significance of this cooperation lies in the impact on the whole industry.

"The combination of Ali and Suning's two swords will undoubtedly affect the convergence rate of China's retail industry format, accelerate the whole industry chain of China's retail industry and open up all channels, and promote the process of China's retail Internet".

"The greatest value of the cooperation between Ali and Suning is not what the two sides have added to the business, but that they provide a reference for China's controversial economic development model, a way to bridge the scars and achieve greater success of the two models."

Wang Ruchen said.