Electric Business Annual Event Hits The Bright Future

In recent years, the "double eleven" has made every electricity supplier full of money.

Now that the feast is coming again, what kind of profit incentives will the entire electricity supplier industry chain bring, and which sectors of A shares will benefit from it?

In recent years, "

"Has become the annual event of China's e-commerce industry.

In this event, the electricity supplier is undoubtedly the biggest winner. Under the background of poor overall consumption environment, this year's "double eleven" may be more concerned than ever.

Reporters learned that the two quarter of this year, the growth rate of online shopping scale reached 40%, and continued to maintain rapid growth.

Qilu Securities analysis pointed out that in the future, the proportion of online shopping (currently 12.3%) continues to improve, online and offline full channel sales will become a norm, and now has quality.

(social value, media value, channel value, scene experience value, warehousing service value) will be favored by the online giants, and the new value of the line can be excavated through self built online channels, so as to realize the rapid upgrading of its overall value.

Qilu Securities also believes that the fourth quarter is the traditional peak season for e-commerce. Under the background of the integration of virtual and real retail industry, if the "double eleven" sales data can continue to maintain high-speed growth or exceed expected growth, this will be the core catalyst for the short-term development of the plate.

In the context of the slowdown in the growth of retail sales of consumer goods across the whole society, Internet retailing is expected to grab a larger share of the market. Online and offline integration is the only way to go. Therefore, we are optimistic about the enterprises that have advanced layout in the field of Internet retailing, such as Su Ningyunshang and BBK.

In the first half of 2015, suning.com GMV (the order amount) grew by 104.65% over the same period last year, and the scale of the open platform was 3 billion 562 million yuan, a 102.6% increase of the ring.

The results are gradually highlighted.

And with ALI strong combination, Suning return to the essence of retail - supply chain, open up their own resources, the future can be brilliant.

From the industrial level, Ali's strategic investment in Suning and Suning's investment in Ali is the inevitable result of the development of the Internet retail industry. Ali's capital, big data resources, traffic resources, financial resources and IT resources will provide an enormous impetus for the development of sunning cloud business. Meanwhile, sunning's 3C appliance supply chain resources, logistics resources, store resources and after-sales service resources will provide solid resources for the Ali ecosphere strategy.

It is worth noting that after the marriage with ALI, Suning's first battle against the "double eleven" will erase the spark that is worth looking forward to.

BBK started in the private supermarket chain, based on small and medium-sized cities. In 2014, 80% of its revenue came from department stores and supermarkets, and 90% of its revenue came from Hunan (after purchasing Guangxi Nancheng department store to 70%).

In October 2013, we entered the electricity supplier. In October 2014, we announced the strategy of "cloud monkey" platform. In March 2015, the cloud monkey was purchased globally, with strong pformation and strong execution.

Zhejiang Merchants Securities said that the company's additional investment fund project will focus on the construction of cloud monkey platform. The progress of online and offline business convergence is expected to accelerate, and the company's operational efficiency can be improved. The investment industry fund provides support for the company in mergers and acquisitions and investment in emerging industries, laying the foundation for the company's high growth in the future.

Taking into account the flexibility of the company management mechanism, strong business innovation capabilities, both physical retail and Internet thinking, relying on the existing retail format to build a localized O2O platform strategic mode is becoming clearer. Therefore, BBK's strategy of layout of small and medium-sized cities and the whole channel has the most potential for success.