It doesn’t matter if Dangdang doesn’t learn from Amazon to build its own warehousing and logistics.The reason is that domestic express logistics companies will be very efficient and cheap in the future.
The problem is that it is very cautious about spending money to buy user traffic... When Dangdang reached a scale of several hundred million a year, it began to be satisfied, and even switched from pursuing scale to pursuing profitability.
And when traffic and user prices are low, Dangdang doesn’t prioritize user scale?
This vision led to Dangdang.com, which was later thrown away by one opponent after another.
It’s not that Dangdang is developing slowly. Compared with traditional enterprises, its growth is not slow.
However, in the early days of the Internet, Dangdang was developing unhurriedly in a market that was supposed to be dominated by competitors. As a result, it was left behind by its peers one by one.
To be honest, if Dangdang had been more successful at the beginning, it is estimated that JD.com would not have anything to do with it in the future.
Later, what JD.com made up for was that Dangdang gave the opportunity but failed to use it!
“If I were doing B2C e-commerce, I wouldn’t choose to focus on books.
Of course you need books, but it is only a side job and cannot be regarded as the main business. The unit price of a book is too low. Coupled with the logistics and express delivery, it is not a cost-effective business for e-commerce to sell books. It is very hard work, but it is possible to make a profit. , but the pattern is not big!
If I were to make BC2, I would do it in a category with high unit price and high traffic!
For example, home appliances and consumer electronics.
I don’t want a lot of trading volume, but the price of each order should be as high as possible. "
Zhao Han deliberately misled Ma Yun and talked about JD.com's model, "I will build various logistics and after-sales service centers by myself. In which area users are active in purchasing, I will build my own logistics and after-sales centers to let users feel what kind of service efficiency experience they have." optimal.
I will purchase a large amount of goods myself, and use the purchase volume in exchange for lower ex-factory prices, thereby gaining a competitive advantage.
I will improve the after-sales experience. If there is a problem with the product after the user sells it, submit it online and try to come to your door within 48 hours to carry out the after-sales process. "
“You’ll hire a lot of people if you do that!
The cost is not cost-effective! "
Ma Yun thought for a while and said, "It's almost become a heavy asset!"
"I trust you if Boss Ma says this. You should not do this. Then, my model still has a certain market, at least it can be a niche word-of-mouth platform." Zhao Han smiled.
“Of course, if you are a B2C company, I can say that I will not build a similar platform within five years!
I won’t become your competitor!
The e-commerce market is huge, and Alibaba cannot eat it all. It needs a large and comprehensive e-commerce platform of all categories for users to find products in one stop, and it also needs some specialized niche websites! "Ma Yun breathed a sigh of relief. As a B2C e-commerce company that provides home appliances and electrical appliances, she doesn't have to worry even if the after-sales service is good.
It's nothing more than the addition of a company similar to Gome and Suning, but the model has been moved online.
At present, Elder Ma still believes that the most correct route is to be a full-category e-commerce company with all kinds of goods.
Following this development path, Taobao has surpassed eBay, and its current growth rate is still very alarming, with significant growth every month compared to the previous month.
In fact, the current Taobao is not afraid of others doing e-commerce. As long as it does not surpass Taobao in terms of product categories, there is nothing to worry about.
Doing business is nothing more than - I have what others don't have, I have excellence when others have it, I am honest when others are excellent, I turn around when others are honest!
Among these sixteen words, the first one is "I have nothing but I have nothing".Being able to do this is actually the top priority.
When everyone has similar goods or services, I am better. This is a consideration later.
If you are good and cheap, you can still gain an advantage if your products are of good quality and your service is good, but the price/performance ratio is higher.
I transfer people who are cheap, and they are also very cheap, and they are more cost-effective than me.I need to change my thinking, either to make other products, to look for opportunities in other markets, or to change careers.
To put it simply, if you can't outplay others, you should take the initiative to give in and don't hit the stone with an egg.
Zhao Han and Ma Yun's previous discussion actually did not go beyond this scope.
In fact, when it comes to e-commerce with the largest scale, or all big businesses, the model with the largest scale will naturally require them all. This model has the largest market capacity and scale.
If you cannot do this, you will have to find other comparative advantages.
Which one has better quality, better service, and more cost-effectiveness? Or change the track and engage in differentiated competition.
Since there is no fierce competition now, it is mainly cooperation.Therefore, Ma Yun is now more friendly than hostile towards Zhao Han and Wenwen Jingjing Company.
After all, the current Internet world is actually changing all the time.Venture capital continues to give money, allowing new competitors to emerge.
If so, every competitor wants to kill and monopolize this market, even the top management will not be able to stand it.
For example, at this time, the country's top leaders are encouraging the development of the Internet industry. This is based on this industry, which is not only advanced productivity, but also contains a lot of technology.
In addition, it is also about economic growth. If domestic companies are not encouraged to develop, it means that it will become a dumping market for Silicon Valley companies' Internet business.
Underlying this encouragement is also a kind of anxiety, fearing that the next round of technological revolution and industrial revolution will be missed due to insufficient incentives.
This urgent measure, in fact, was adopted in all emerging industries in China.
When any emerging industry emerges, the biggest anxiety in the country is that if it lags behind, it will be beaten. If any industry falls behind, it will cause huge anxiety and uneasiness.
All kinds of emerging industries will pop up. What if I can't become the world leader in the market? It's too scary.
We can't let such a terrible result happen.
As a result, it emerged that the intensity of policy encouragement for all emerging industries is far greater than that of other regions in the world, so that the more emerging the industry, the better the domestic development.
Chapter 495: 1 million big order, selling traffic to Taobao
Monday, January 2005, 1.
"Taobao spent 1 million to buy advertising on Weibo for one year"
"C2C e-commerce leader Taobao strategically cooperates with Weibo, the largest website in domestic traffic, spending hundreds of millions to purchase advertising"
"Taobao wants to consolidate its leading position in the e-commerce industry and increase its traffic purchases"
"Weibo happily accepted 1 million yuan, saying that Taobao made money by buying ads"
Taobao and Weibo signed a one-year advertising contract of 1 million yuan, which began to make domestic Internet news headlines.
This is also intentional by both parties. Taobao is mainly responsible for promoting advertisements.
After all, e-commerce is more in urgent need of traffic than social media sites like Weibo.
It is normal for social media sites to gain traffic more easily than e-commerce sites.
From the beginning of the Internet, the original Internet application model was mainly built around the exchange and expression of information.
The earliest emails, and later BBS, were the initial needs of human beings for a more convenient Internet social media.
As it gradually develops into blog networks and quasi-blogs, um, Facebook and QQ Space, Zhao Han believes that it is still a variant of the blog model.
However, it is difficult for a website that specializes in blogging to make this business top-notch.
Obviously, humans don’t have that much demand for a single blog.
Therefore, the Facebook model starts with socializing among acquaintances on campus and then expands the scope.
QQ space is a supplement and extension of QQ.
In addition, portal websites such as Yahoo and Sina blog mainly because they have the traffic of news portals, and on this basis, they can extend the function of blogs.
However, if a blog exists alone without a source of traffic, it will quickly wither. The business model itself is not as promising as imagined.
Weibo is a business model that can break away from traffic and blood transfusion, and can still exist independently and develop into top traffic.
Perhaps, it is not the most powerful social media platform, and there is a huge gap between it and the short videos that came later.
However, considering operating costs and time factors, Weibo is still a much better business model than BBS and blogs.
It is precisely because the current Weibo network is developing so fast that the market has no time to follow suit. Before it can understand why this business model is so popular, Weibo has successfully developed to the top of the domestic WEB Internet traffic. .
This number one position has never fallen since it reached the top in August last year.And compared to the later websites, Yaoyao is in the lead.
For example, at the beginning, Weibo had only a slightly higher number of daily active users than websites such as Sina and Du Niang.
They all have tens of millions of daily active users, and the number of PV views is roughly over 3 million.
At the beginning, the three of them were almost chasing each other.However, after Weibo reached the top, its traffic even widened the gap with the latter two.
As of the end of December 2005, the daily active users of Weibo reached 12 million, and the number of daily PV views exceeded 2200 million.
Du Niang, the second most popular website in China, relies on a bunch of products such as HAO123, MP3 and Tieba to increase the number of visits to Du Niang's main domain name to 1500 million, with a PV of about 2.3 million.
As for Sina, which ranks third, it has only 1200 million IP visits and 3 million PV views.
In general, whether it is IP visits or PV views, Weibo is now completely outperforming Du Niang and Sina.
Not to mention other Sohu, NetEase, QQ, TOM and the like.
The current Weibo network is far ahead, ranking first in China in terms of the statistics of WEB traffic.It is also one of the top three traffic websites in the world.
As for Taobao, by the end of 2005, it had generally ranked among the top ten websites in China.There are 1400 million registered users, 500 million IP visits, and 9000 million PV views.
However, Taobao still needs to continue to spend money on advertising and purchase volume to promote the development of the website's user scale.
This is the characteristic of e-commerce websites. The value of users is extremely high, but they require constant purchase of traffic.Once you feel comfortable and reduce your investment, the market size may be eroded by other peers.
After all, e-commerce is essentially the same as those offline shopping malls. Users cannot be loyal to shopping malls. Generally, they go to shopping malls that offer better value for money and better services.
Or, if you don’t know how to choose a shopping mall with a relatively high reputation, it is generally not easy to make a mistake by choosing a well-known shopping mall.
Taobao has this mentality. At this critical juncture, in addition to considering that the three-year period has arrived, it needs to cater to the attitudes of shareholders Yahoo and SoftBank, and take some measures to realize cash, and it also needs to continue to consolidate its industry position.
After all, C2C’s first place has just been won, and it’s still hot.Taobao has not yet completely felt that it has secured its first place.
On the contrary, after defeating eBay, Taobao has actually found a new rival, Paipai.com.
Although Paipai.com was established relatively late and is now incomparable to Taobao, who is the boss behind Paipai.com? Tencent!
At present, many people think that the giants that control traffic in China are Tencent and Weibo, as well as Du Niang and some portals.
Among them, Tencent’s traffic is currently mainly focused on incubating its own products and is not too keen on selling advertising.
Weibo and Du Niang both sell advertisements.
Du Niang’s advertising is more accurate, but actually more expensive.
However, Weibo’s advertisements that purchase traffic are not so precise, but the traffic is cheap and cost-effective.
In response, Shanda, the leader in the gaming industry, and Taobao, the leader in the e-commerce industry, have successively locked in large traffic orders from Weibo.
If it weren't for Zhao Han's only willingness to set one price per year, I'm afraid these giants would not be able to buy ads for three to five years.
It seems that after so many years of development, even Chen Tianqiao understands that Shanda is not about selling traffic, but about buying traffic.
The same is true for Taobao. Amazon in the Eagle Sauce Market has long understood that e-commerce needs to buy in quantity, and the earlier it is bought, the more advantageous it will be.
As a result, Amazon's bunch of advanced investments have led to Amazon's continuous losses for almost 20 years. The reason is that it has continued to invest funds in directions with long-term value, resulting in financial losses. However, this is mainly because the market has not given users value. Valuation of traffic value and brand monetization.
If these assets are monetized and valued, many of the assets they buy are actually very cost-effective.What looks like a loss is actually just that some assets have not been estimated.
Taobao has been burning money continuously since its establishment.Is this really a complete waste of money?This is not the case. In fact, merchants who have made a lot of money by opening stores have made a lot of registered users, and have made a lot of money in the e-commerce ecosystem.
This... cannot be monetized, so we only see Taobao purchases and the money is burned, which increases the user scale and transaction volume, but no profit can be seen.
But how much are 1400 million e-commerce consumer users and hundreds of thousands of merchants worth?This value is currently reflected in the financial reports of Internet companies as a value of 0. Therefore, many people's views on the assets of Internet companies are actually wrong.
There is no statistics on the most important assets of its platform, user value and merchant value. All statistics are on other assets that can be counted. In fact... this estimation method is wrong!
At least, Zhao Han thinks that he can use this method to evaluate Internet companies by counting their heads, how many active users there are, and how much a user is worth.
How much does the average user of different types of Internet companies cost? Then, look at the number of users. First understand the value of this part, and then move on to traditional financial reports.
Otherwise, just looking at how many assets and cash there are, at least it will be impossible to evaluate the value of Internet companies during their growth period.
Chapter 496: Goose Factory apologizes and seeks cooperation
On January 2006, 1, Goose Factory’s QQ space suddenly copied the idea of “Weibo Farm” and created “QQ Farm”.
And with the size of the goose factory, it is naturally impossible to hide it.
On the day "QQ Farm" was released.
Weibo CEO Bai Xiaolu publicly shouted on the Internet: "Goose Factory, your QQ Farm has plagiarized without authorization from our Weibo Farm.
Please remove the relevant products from the shelves, otherwise, we will see you in court.
Please learn to respect intellectual property rights. If you need related products, we can authorize them!
As a large manufacturer, please be self-disciplined.If intellectual property rights cannot be respected by the Internet industry, if your products are plagiarized by others in the future, will you have the shame to denounce and sue? "
Since the advent of Weibo, it has been continuously developing various corporate and media relationships. A large number of companies and media have registered on Weibo for brand promotion.
Bai Xiaolu has also established a wide range of personal connections. In addition, Goose Factory...
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