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2016年2月2日星期二

Online retail a bad-mouthing of 2015

With ACG and Suzhou Kai Run cooperation under the Redstar online and play baby games offline display of courage with both hands. Without the joint areas of expertise opponents, eliminate opponents in the areas of expertise. On the one hand is to continue to increase the national distribution, upgrades become a Life Plaza shopping center; the other is in O2O force, through a combination of the brands together to complete. With the acceleration of urbanization in China's national strategy, as well as consumption levels rise, so shopping complex format more in line with current consumer demands for quality of life. A simple online shopping or vertical Square, home are subject to increasing pressure. Higher profits, higher frequency of consumption of soft loading (Home) product brands who are increasingly choosing the downtown shopping center, instead of vertically home building materials stores. For Meikailong, because founded in the 1980s, some of the earliest store location has become from the fringe of downtown, plus Redstar area home stores are particularly large, it has transformed into a comprehensive shopping Infrastructure Center. So, on the one hand the advantages of the store with a regional transformation; on the other hand, the vertical through the acquisition of local home store to get more resources store two, three, four-tier cities - these are the US commercial real estate resources, like Chiron have years of operating history, location and size of the basic conditions also have a shopping mall. With the strengthening of Easyhome and Meikailong expand nationwide, local regionalization home store chain feel this strong competitive pressures, coupled with growth in home building some of standardized electronic business platform category sales, local home stores choose to sell Chiron or to US House is actually a natural process of market development. For the US Chiron, because the system is more flexible than actually home, in order to cope with old rivals, through the acquisition of local commercial real estate companies and home stores, speed up store openings also in line with the rapid expansion of its national strategy. The acquisition of Suzhou Kai Run is taking this route. From the line of view, developed by household brands O2O mode is also possible that the United States Chiron goal. This brand itself has a strong marketing network capacity, if fully developed in mergers and acquisitions allowed only within Meikailong system, the traditional home brand will have a leading role. As a result, in addition to its own brands of high profits, to promote the store through the brand's network marketing capabilities popularity also a virtuous circle. ACG is just a beginning, like Amoy brand started Lin Wood, decoration services driven by customized furniture still product delivery, etc., may have to be acquired. Many people talk about the United States Lele, looking forward to this a powerful combination. And Meikailong in 2014--2015 years, it was approached by the United States Lele, Lele was the United States but later Dongyirisheng shares. Which perhaps has a more complicated reason, we can not go into, but of beauty Chiron, the US Lele is not the best choice. On the one hand is the US Lele asking price is too high; the other hand, lack of play baby games consistency and complementarity and the United States Lele Redstar existing strategy, after all, the United States Lele ODM model is low-cost, small under binding line model shop development, and stressed the introduction of high-quality Meikailong itself as well as well-known brands, the United States engaged in the brand Lele is less attractive for Red Star. In fact, the last few years the Internet industry, especially the development of the layout of BAT can be seen, the future of commercial competition, may not be business to business, industry and between industry, but rose to an ecological and ecological competition . So, for Redstar, only the layout of their own ecosystem, out of the traditional framework retail home, the future have a greater imagination. First, the technical shortcomings of traditional retail platform is the problem have to face. They these 10 years, in the face of new technology-driven business platform confused and dazed. Today Meikailong have realized that technology for enterprise core meaning lies. In 2013, when they cooperate with the Austrian Meikailong interactive robot production company Attraktion, we developed a number of smart shopping guide robot - "HOMEY family." Intelligent Robot first 50 life-size Red Star Chiron settled in the United States' world-class shopping center "Shanghai Jinqiao malls, these robots have navigation, positioning and intelligent pathfinding shopping guide and other functions, but also can automatically identify the customer and smart shopping guide based on the data accumulated after , the robot can work for 12 hours and does not require human intervention. Redstar executive team has made it clear, technology is not just the electricity supplier of such a dimension, the future intelligent mall will become a new growth engine. Therefore, in addition to technical cooperation, do not rule out acquisitions Meikailong intentionally retail-based technology company. Company products platform technology will become the industry standard applications, achievement of new retail platform will be a huge potential opportunity. For example, large data carriers intelligent camera for traditional retail optimization has important advantages, the software platform for smart camera become associated retail platform there are also possible. More importantly, when before a new technology is not commercialized, it may be relatively low valuation, the commercial value but once commercialized, especially occurring after the platform is incalculable. For example, to develop a cab drops a small software company received more than ten million, we are still a small software development company called the car, but the market value drops is already a billion-level. Redstar If you need to continue to get new growth in the market, the ability to rely on internal operations and the inertia of thinking, want to combine mobile Internet to build life Square, so as to achieve Mall of O2O apparently too difficult period is too long. Coupled with 2015 vertical O2O collective cold, it seems to presage vertical O2O platform road and 2012 vertical business platform as will encounter similar difficulties. Such a predicament so they either go bankrupt or cheap committed traditional retail platform, after emerging vertical O2O platform even more dependent on business resources and service capabilities of the line than the vertical electric provider. So get new talent and operational capabilities through acquisitions growing vertical O2O play Frozen Games platform has become the inevitable choice. As Tuba rabbit is cut through renovation services, to obtain a breakthrough in the vertical home platform, currently also the strategic adjustment period, hoping to obtain more rapid development. Red Square, and perhaps life such strategic positioning more fit all kinds of domestic O2O platform will become acquisition targets. For example, e home Jie, aunt to help, even with 58 home Jingdong home cooperation. After the service-oriented platform O2O merger, first it is to obtain more accurate home users, and secondly for the entire household Meikailong extend industry chain will also play a key role. Then in various fields, it could become acquisition targets Redstar, summed up several conditions should be consistent with this. First, in line with the company's strategic objectives; whether to expand or enhance the operational efficiency of the market, we are required to meet the strategic goals of the Red Star. Secondly, based on the first point of even higher prices it should also be accepted, but the price of mergers and acquisitions investment judgment, M & A business will be based on future growth expectations. Finally, complementary business enterprise, of course, does not rule out a hostile takeover competitive, it is possible padded short board business itself is very attractive for acquisition. After all, for Redstar can shop for more real estate, more excellent new brand, in line with the retail development of the new technologies, it will undoubtedly have the greatest appeal.

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