The Ten Largest Electricity Supplier Event In The Year Is &Nbsp, And Ali Maintains Half A Table.

1, Alibaba invested 30 billion to build "big Taobao logistics".

In January 19th, Alibaba formally announced the logistics strategy, which will invest 30 billion yuan with partners, and gradually establish a three-dimensional storage network system in the whole country.

Alibaba group led its construction.

Alibaba's logistics strategy consists of four parts: Taobao will continue to deepen the logistics plan. In the future, it will continue to develop logistics services in accordance with the three major contents of Taobao logistics platform, logistics partner system and logistics service standard system, and Alibaba group will fully promote socialization.

The Alibaba group's strategy in logistics, besides leading the construction of the national storage network, is another important aspect of Taobao's big logistics plan, which includes Taobao logistics platform, logistics partner system and logistics service standard system.

Discussion: Taobao, Jingdong, fan Ke, Hao Le buy and other big business providers are building logistics themselves. Is this "pave road project" of big electricity providers divorced from the essence of the electricity supplier? When more and more electricity providers are integrated into these self built logistics systems, where is the future of the third party logistics? If so, Jingdong open logistics system, do you choose Jingdong?

2, CCTV 315 exposure handshake, the United States and other group buying website chaos frequency

In March 18th CCTV's "3? 15 action" column exposed the chaos of group buying websites, such as not checking.

But from the overall situation, on the one hand, nearly two thousand group buying went bankrupt and withdrew from the market; on the other hand, the sales volume of the group buying group was also "breaking new heights". In November, it broke through the 2 billion 500 million yuan mark with a flourishing sight.

Painful and happy group buying made the data of two days of ice and fire, full of contradictions and entanglements.

Discussion: what is the prospect of the group buying website in 2012? Do consumers still trust group buying websites and continue to be keen on this way?

3, Jingdong mall completed C round of financing, a total of 1 billion 500 million dollars.

In April 1st, Jingdong mall CEO Liu Qiangdong announced the completion of the C round (third round) financing, amounting to $1 billion 500 million, of which $1 billion 100 million has arrived.

The current round of financing is invested by a total of 6 funds and some celebrities from Russia investment group DST and tiger.

At this point, Jingdong mall has more than IPO financing, which shows that investors are optimistic about their prospects.

Jingdong mall plans to start construction of 7 logistics centers at the same time this year, and invest 5 billion -60 billion yuan in the next three years for logistics construction.

The new $1 billion 500 million financing will almost all be invested in logistics and technology research and development projects.

Prior to that, Jingdong mall will receive 70% of the B round of financing in early 2009 for logistics system construction.

Discussion: how do you view the mad financing and horse racing enclosure of Jingdong mall? {page_break}

4. Alipay VIE incident

In May 2011, YAHOO disclosed that Ma Yun unauthorized pfer of ownership of Alipay, a subsidiary of the group, to a company held by Ma Yun and Xie Shihuang, a founder of Alibaba (Zhejiang Alibaba), to help Alipay acquire the third party payment license in China, while Softbank, another shareholder, remained silent.

In June 14th, Ma held a press conference in Hangzhou to explain that the move was for Alipay to legally obtain the license issued by the central bank, but it also revealed the agreement control over the past ten years that is generally applicable to Internet listed companies.

Discussion: is Ma Yunzhen's licence for "legitimate" Alipay, thereby exposing the hidden rules of Internet listed companies, and turning against YAHOO and Softbank?

5, the rapid development of mobile e-commerce, many business providers involved

As of the first quarter of 2011, the scale of mobile e-commerce market reached 1 billion 390 million yuan, an increase of 358.7% over the same period last year.

It is estimated that the number of mobile e-commerce users in China will be close to 250 million in 2012. The overall scale of the mobile payment market will reach 20 billion 250 million yuan, and the scale of mobile payment pactions will exceed 100 billion yuan. The era of mobile e-commerce is coming.

A number of electricity providers launched APP or WAP version. See below for details.

According to industry sources, the sales volume of each big electricity supplier client is as follows: Taobao's daily sales volume is over 60 million, and everyone's day has passed 20 thousand orders.

Jingdong is over 10000.

Yue Tao is said to be more than 1000 single, and the first shop is over 1000.

Discussion: big business development app has become standard, but in addition to app, how can mobile e - commerce play? For small and medium-sized electricity providers without technological development, how should we borrow the power of mobile providers?

6, 38 independent B2C collectively entered Taobao mall.

In September 19th, Taobao mall announced the opening of the B2C platform strategy, which will be fully open to all retail forms and achieve strategic cooperation with 38 vertical B2C, that is to say, the 38 B2C groups will set up an official flagship store in Taobao mall.

Among these B2C companies in Taobao mall, the top 10 vertical B2C enterprises account for 6, and dozens of B2C will gradually enter Taobao mall.

Zhang Yong, President of Taobao mall, said that the volume of pactions this year will be close to 100 billion yuan. Next year's target is 200 billion. We hope to share two 200 billion market scale with retailers and service providers.

Discussion: Although Taobao mall is fully open to all retail forms, it still lacks several huge figures.

The subsequent event of an ambush shield has made this "more and more intense" debate.

Jingdong mode VS Taobao mall, who will dominate B2C in the next three years?

7, Taobao service fee increases, many large sellers were attacked.

In October 10th, the Taobao mall issued a new deal, raising the annual fee of technical services from 6000 yuan to 30 thousand yuan and 60 thousand yuan two grades, and the default margin increased from 10 thousand yuan to 50 thousand yuan, 100 thousand yuan, 150 thousand yuan.

The renewal time is from October 17, 2011 to December 20, 2011 at 18 o'clock, and the renewal of the annual service fee and the freezing of deposit for the 2012 year of technical services must be completed once before December 26, 2011.

The seller who fails to pay the new year contract within the year will be retreated out of the mall.

On the evening of October 11th, Taobao's small and medium-sized sellers attacked the big buyers.

Han Du Yi she, Ou Sha, seven grid, UNIQLO...

These Taobao stores sell hundreds of millions of big sellers a year ago and suddenly pour into countless customers.

They take almost every item, pay or choose "cash on delivery". When businessmen are wondering if they want to deliver the goods, they find that the "pro" who has just paid is already applying for a refund.

Under the intervention of the Ministry of Commerce, Ma Yun announced in October 17th that the new annual fee standard will continue to be implemented in January 1st October 17th after the new rules are issued. For the sellers who have already checked in before the issuance of the new regulations, the annual fee will be postponed to October next year. The merchants will still pay the annual fee according to the original rules, and the cost will be converted by month.

At this point, things have finally come to a conclusion, but the contradiction between some small sellers and Taobao is continuing.

Discussion: Taobao's strategic focus has been pferred to Taobao mall. With the accession of the next wave of traditional enterprises, is the era of e-commerce starting to pass? How can the majority of small and medium-sized sellers find the way to survive? {page_break}

8, QQ online shopping on-line and serial investments, Tencent completed the strategic layout of e-commerce

At the end of October, Tencent launched a new e-business platform "QQ online shopping", which is positioned as a high quality shopping center with high standard service through cooperation with independent B2C and traditional retail chain enterprises.

"QQ online shopping" and "QQ mall" and "Tencent pat" together become Tencent's three largest e-commerce platform, and complete multi-point layout.

Combined with Tencent's investment related websites such as Gao Peng, F group, Kelan diamond, Holle, eLong, Tongcheng, Yi Xun, Guangzhou mama, etc.

Tencent's strategic layout of electricity supplier surfaced.

Wu Xiaoguang, senior executive vice president of Tencent group, said: "in the next 5 years, our super e-commerce platform will achieve more than 10 billion profit and B2C partners, and 100 to 200 traditional brands and online brand partners whose annual sales exceed 100 million."

Discussion: if you are Ma Huateng, how do you play the Tencent business matrix?

9, IPO is postponed.

In July 2011, it was reported that F, which had completed the $230 million financing of the F, had been listed in the US in the fourth quarter and was financed at most $1 billion.

But in November 30th, the resignation of senior manager Wu Sheng aroused the industry's renewed concern about the progress of IPO.

It is reported that everyone submitted a IPO application document to the SFC, but no public information was found on the SFC website.

It is also reported that all customers will submit IPO applications after November 21st, but they still do not follow the timetable.

Anyone experiencing growing pains is saying that IPO will be launched in the first half of next year in the middle of Q1.

News broke out in November 10th that the original handshake network, which was originally launched in November 14th, has suspended the NASDAQ road show due to clarifying some accounting problems to the SEC.

This makes it the second time for the world's listed group buying websites to postpone indefinitely.

At present, the handover network is still in a silent period, and it can not release the news to the outside world, which leads to different opinions about the reasons for its cancellation of IPO.

Discussion: anonymous customers broke the news that all customers had six rounds of $420 million in financing, but the accumulated deficit in four years may exceed 2 billion yuan.

More than a billion yuan of inventory backlog and hundreds of millions of dollars of suppliers' money is the two difficult problem.

Please talk about your views.

10, Taobao double 11, double 12 promotions, sales of new heights.

Taobao mall "double 11" century bachelor's day, 24 hours total volume of trade exceeded 3 billion 360 million! The successful paction of the day reached 33 million 690 thousand, more than the record of last year, up nearly 170%, refreshed the record of the number of successful pactions of online shopping.

Among them, wireless payment amounted to 1 million 710 thousand.

Taobao mall's "double 11" century Singles Day promotion and Taobao's "double 12" nationwide rush to grab a single month, the sales volume has reached a new high. "Double 12" has been trading 4 billion 380 million yuan a day, of which women's clothing products exceed 1 billion, household products 500 million, 3C digital 480 million, men's wear over 400 million, mother and baby products 370 million, footwear more than 300 million, cosmetics more than 300 million, underwear more than 300 million, the world over buying, localizing life services, Taobao takeaway tickets, movie tickets.

Discussion: in the face of the outstanding achievements of double 11 and double 12 this year, how can Taobao play with the upcoming Christmas rush?