Tuesday, August 19, 2008

Alibaba obvious weakness Netsun carry low member price breakdown B2B market

Hi2000 the B2B trading platform almost Chemicals business Dutun, and Ma on this industry can only Wangyangxingtan. Imagine, if those sites have become a professional, Alibaba will be such a hodgepodge of popular.

His rivals are beginning in Alibaba also failed to take into account the local show aggressive trend.

June 17, net Shing-business (the original "Hi2000", the "net Shing") confirmed that the company has recently launched priced at 1,800 yuan version of the "suppliers" service. The industry believes that it intended to net Shing to a price war in full swing on the SME customers of Alibaba for.

In fact, since June, the network Shing Home (Toocle.cn) quietly for there was a caption: "The Chinese suppliers only 1,800 yuan." Net Sheng was confirmed that the company has recently launched priced at 1,800 yuan version of the "suppliers" service in the industry, this is a surprisingly low price.

Alibaba in Hangzhou, with a membership of the two, "Chinese suppliers" is against the export-oriented enterprises, the membership fee is 60,000 -8 million / year and another for domestic trade is the main members of the "integrity-" , The annual fees are about 2,800 yuan. Therefore, the network launched a year-sheng this time as long as the contributions of 1,800 yuan, "China Suppliers", Alibaba than the "integrity-" even cheaper on the'000. The industry believes that it intended to net Shing to a price war in full swing on the SME customers of Alibaba for.

Net-sheng from the site of vertical industries, "Gold" started by "small portal + Union" The new business model, with a series of alliances and acquisitions action, has been transformed into an integrated class B2B e-commerce service providers. The industry believes that the net-sheng is in a "price butcher" attitude into comprehensive B2B market, goals against their city to the Friends of Alibaba.

Alibaba cold treatment

"We welcome any opponent to join our industry, with big e-commerce, but for the specific market initiatives competitors, such as the behavior of the network Shing, we not comment on." Alibaba B2B related to the net for the low-sheng Price said that such acts.

Comparison between the forces, with people feeling Alibaba Shing network of power between the ratio of like the elephant in the ants. Open data shows that the company Alibaba B2B market value of more than 20 billion U.S. dollars, and the net value of the renminbi only Super 40 billion.

"Alibaba's response to the legitimate, they are now the most sensible approach is not responding to, is silent on the network market-Sheng such initiatives the best response." B2B market a long-term concern in the industry believe that the network would obviously some Shing Provocative taste, apparently unwilling to Alibaba to rival any speculation opportunities.

Of course, network-sheng does not consider itself in "speculation." According to net-sheng explained, "China Suppliers" is a pricing Rangli 1,800 yuan services to enable more enterprises to spend less money will be "China Suppliers", with them through macro-economic difficulties. Net-sheng, chairman of Sun Deliang further pointed out that the macro-economic downturn, the net Shing major initiatives is to help small and medium enterprises tide over their difficulties.

Sheng network does not allow the interpretation of some of the industry are satisfied. Some analysts have pointed out: "Sheng network pulled the price of 1,800 yuan, or over 200 U.S. dollars, this is not conducive to the development of e-commerce market. This price can give customers what kind of services, how to ensure that services are not discounted, the real SMEs to benefit from this network is to solve the problems Sheng. "

These analysts believe that the current Alibaba, Global Sources, and other enterprises in enhancing value-added and expand the industrial chain, and other aspects of an issue of access to the market through price cuts to be wait and see the results. B2B market, and other areas have fought a price war, the collapse of many enterprises.

Ali professional triage site users

In recent years, domestic vertical search sites, the rapid rise of industry professionals website, Alibaba divert a portion of the user. Hi2000 the B2B trading platform almost Chemicals business Dutun and Alibaba on the industry can only Wangyangxingtan.

Let His concern is that similar sites there are many professionals, such as shoes, hats, toys, and other industry professionals site, these vertical sites are a potential competitor to Alibaba. Because, once those sites have become a professional, such a hodgepodge of Alibaba's popularity will be greatly undermined. It is precisely this point that, since 2007 the past, Google in China's acquisition of a large number of vertical search sites and web site, which will undoubtedly pose a threat to Alibaba.

Some analysts think that, at present, Alibaba in the desperately to do large-scale, rely on new subscribers to maintain the high revenue growth. But if one day the future, users have been diverted to a professional site, its size advantage on a passive water.

Sun Deliang this year is also frequently fired on the media to Ma, Alibaba's weakness lies in that strategy too large. As in Hangzhou with the "neighbor", their only good at things, Zhizhuan the money. He pointed out that Ma want to make the world does not endorse the idea of their own, their value breakdown of the more recognized. "No breakdown is the development of the Internet to the last garbage dump."

E-commerce and search operations will be a high degree of coincidence is a general direction of the future, Baidu by the search into e-commerce is a sign. The industry say, Google could also announced that enter the e-commerce, perhaps with a large e-commerce Web sites. Currently, as Alibaba the scale is too small, confined mainly business scope in China, Google watch it and cooperate with the unlikely. Instead, is likely to mean that to become rivals.

As a so-called world-class B2B e-commerce company, Alibaba.com, 2007 product development costs accounted for only 6.1 percent of revenue, compared with the sales and marketing costs are accounted for 34.1 percent. No wonder the industry have pointed out, this is a light-marketing research and development companies, and even pointed out that Alibaba is a marketing-led company, is relying on China's vast human resources to human sea tactics to market development.

In coincidence with a high degree of business e-commerce search technology, Alibaba is weak. Lack of core technology, the company's future development will bring tremendous hidden dangers. His appearance in the scenery, Alibaba has been beset with crises.

The ingenuity of our competitors

"Ali has done very good this enterprise, this is a fact. But the industry would also like to see not only Ma, but flourishing, and competition can promote industrial development. Hope that the situation three years after the change in the situation not conducive to oligopoly industry Development. "Sunde Liang said.

Sun Deliang accustomed to their brains in the industry known for flexibility. Hi2000 renamed "Net-Shing business," Sun Deliang last year is most proud of one thing. He disclosed that the name is to take the concerns of the capital market to do business advocacy, until suffer from not funding the promotion.

2007, Sun Deliang At the conclusion of the framework for the development of strategies and structures, ushering in a promotional budget for the shortage of problems. He reminds me a degree of media attention on the capital market anomalies. "In the past, we all believe that the capital market financing purposes only, in fact the capital market on the Internet or a propaganda position."

"I always want to Nazhen Zi, how not to spend a penny, letting people know that the 600 million« I found that many Chinese investors, 270 million stock investors, shareholders of a personal impact on February 3. If we changed the stock ticker-business, As long as we have outstanding performance shares, investors will know that so many business Po, the value of not less than 100 million yuan in advertising. "

Pofeizhouzhe renamed process, in September last year, come up with the idea, and later faced the HKEx mandatory: stock code must be a 2-4's words. Thus, to diverted company name, stock symbol to change. After twists and turns, eventually do so.

May 5 this year, Sun Deliang have new moves, network access and Zhejiang Sheng-Technology Co., Ltd. and its shareholders signed an "investor transfer agreement." According to the agreement, Shing network access to 18 million yuan into the science and technology, 100 percent shareholding. This is the net following the 2007 Super acquisition of Chinese clothing after the network's second big move.

If the merger set aside to increase future profits after the stock performance, network-sheng in this acquisition of the most important resources and the team is two points. The latter is an urgent need to add Sun Deliang is one aspect.

After several moves, the network that has been occupied since the Super B2B of the iceberg, can be further toward the territory of Alibaba Hukoubaya.

2 Comments:

Anonymous said...

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