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The author:(作者)aaapublished in(发表于) 2014/8/12 2:39:03 Ali Tencent bidding for Sinopec， modified， or “free gas“
Ali Tencent bidding for Sinopec, modified, or "free gas"-China petrochemical, Sinopec, Alibaba group, Tencent-IT news Ali Tencent bidding for Sinopec, modified, or "free gas"
A few days ago, Sinopec Chairman Fu chengyu at Headquarters met with Tencent President Martin LAU, exchanged views on mutual cooperation and other topics for the Exchange.
Sinopec service station business of mixed ownership system reform is destined to become the focus of a much-anticipated.
Recently, news that Sinopec, of more than 20 companies such as Alibaba and Tencent sales out of mixed ownership system reform first-round bids. Sinopec also welcomes every sincere and powerful e-commerce and other small partners "oil money".
As the two giants in the BAT, as long as the Alibaba and Tencent industry inevitably caused strong concern in capital markets, Internet enterprises to enter the traditional gas station would bring about changes in the area has also become the focus of discussion in the industry.
For the news, Alibaba Group's public relations director Yan Qiao and Tencent's PR people told reporters, doesn't comment on rumors. Yan Qiao added, "Ali was preparing for listing in a quiet period. "At the same time, Sinopec's Investor Relations Department told reporters, currently in a quiet period, is not convenient to comment.
Rumors, quiet period, Sinopec mixed ownership reform has indeed entered a new phase. According to the related sales company of Sinopec has completed audits and evaluations show that as of April 30, 2014, and its total assets amounted to 341.758 billion yuan. If calculated in a 30% transfer ratio, ultimately transferring assets is expected to reach more than 100 billion yuan.
On June 30, Sinopec announced mixed ownership system reform of investment programmes to promote sales the company transition from oil suppliers to General Services. Analysts said Sinopec achieve mutual complementarity, mutual benefit and win-win situation, helped petrochemical companies engaged in business development in order to have a greater chance of being of its preferred partners. And if Ali and Tencent and other e-commerce giant to cooperate, can provide the business opened countless imagination.
Reshaping the non-oil industry
For the above transformation, Sinopec has a unique condition. By the end of 2013, Sinopec number more than 30,000 seats, far more than the "King of the channel" of the four major State-owned banks ' individual business outlets, the scale and network effects are also United States unmatched by places such as gas stations. Meanwhile, Sinopec has 23,000 express convenience store.
In addition, shenyin wanguo research report noted that Sinopec cumulative Sinopec gas cards issued 108 million, gas station now has 80 million gasoline card member, receiving 20 million customers a day, have a sufficient customer base and traffic. With the increase in car ownership, the gas station traffic will continue to grow.
Administrative cadre Institute of petroleum oil products marketing and station management Wang Xudong, Director of the Institute, told reporters that "Internet companies are Sinopec's vast network coverage and customer base, rather than oil. ”
Has a unique condition, but Sinopec as the entity's value has not yet been fully tapped, has great potential and room for growth. Shenyin wanguo analyst Lin Kaicheng believes that gas stations only non-market scale up to hundreds of billions in oil fields.
However, Sinopec's convenience store profitability is poor. Shenyin wanguo research reports selected United States 7 representative gas station convenience store operator, its non-oil revenues accounted for 13%~29%, 52%~77% per cent of Maori, same-store sales revenue of 1.16 million ~210 million dollars of non-oil years. Sinopec company same-store sales income of only US $ 90,000, General turnover amounted to more than 1000 Yuan a day, the best thing about 10,000 yuan.
Sales company of Sinopec 2013 achieved revenues of approximately 1.5 trillion yuan, 25.1 billion yuan in net profit; express convenience stores to achieve turnover of about 13.3 billion dollars. Non-oil revenues accounting for less than 1%, and gross margin percentage are slim.
Wang Xudong believes that China's stage of development and consumption different from Europe and the United States, at a gas station convenience store, more are buying convenience. Through the mixed ownership reform, this situation will change, reshape the industry, but they require patience, about two or three years there will be new changes. As cars must pass through to gas stations and oil cannot be replaced electrical contractor, the owner must go to the entity filling station. But the import value of oil product sales network was not completely activated, Sinopec distribution company non-oil business there is still much room for effort and improvement.
From this point of view, Alibaba and Tencent participate in Sinopec's bid in the first round of the mixed ownership reform message is not groundless, also easy to give the industry greater imagination. Fosun Chairman Guo guangchang said that "China petrochemical has the gas station, followed by the Internet and financial advantages of combining enterprise, that imagination is very rich. ”
Toll free refueling or can look forward to
Sinopec's sales side of the business, including e-commerce, supermarkets, media, consulting, insurance, etc. In fact, Sinopec began to explore early development of e-commerce business, as they are not professional, not a great success. Therefore, insiders believe that Alibaba and Tencent have a great chance.
Sinopec official Micro-Blog said, doing oil business, while leveraging the expanding non-oil business, the introduction of ranks of investors and expand convenience store retailing, connectivity, O2O, new businesses such as financial services, gradually building offers a full range of integrated services for life post.
Car life service has always been a hot topic, the key is to auto service you can think of multiple carriers and owners behind it. Gas station in a car and living with a huge advantage.
Currently, telematics BAT in layout. Structure such as Baidu, establishment of new LBS Division, maps and mobile telematics intersection layout; Ali acquired a wholly German map, fully integrated maps, navigation and mobile services business, the purchase of UC with LBS, mobile business; and Tencent recently launched Lu Bao this OBD (On-Board Diagnostics) paper products. Automobile carriers has become contested.
Shenzhen one engaged in car electronics and intelligent hardware developed by industry insiders told reporters, subsequent car is connected to the 3G or 4G through the OBD, the car's various information can be transmitted over the network to the receiving end provides data related to vehicle and the owner of the variety.
By dig deep and make full use of this data, precise customer vehicle information, track driving habits, life, travel, vehicle records and so on, would give car owners a push oil price information, offers, integration, auto accessories and automotive services and other information, as well as a variety of accessory products sold, creating immeasurable value and imagination.
Working on new tier of automobile services and the proposed landing telematics company in charge, told reporters, "before Ali, and Tencent's involvement with the taxi area, consumers can take a taxi for free. If, after Internet giant involved in gas stations, free gas is very unlikely to happen. So rich in gas station network and client resources can create value, far more than the oil business to create value. ”
More than 30,000 to several gas stations, more than more than 20,000 convenience stores, 80 million oil card for the layout of mobile Internet, O2O staking in the area of e-commerce giant, significance and appeal it goes without saying that in automotive portals, e-commerce sales, mobile payment, logistics, vehicle owners benefit data, traffic, industry chain, also has a positive role in promoting.
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