Financial times: China′s Internet companies is too beautiful, doubt-the Internet, data, company-IT information
March 30 foreign media reports said China′s Internet large numbers continue to grow. Although few doubt the Internet is creating growth miracle of China, but how amazing is the story, but it caused discussions.
United Kingdom the financial times published on March 28, entitled China′s Internet Web site behind the large number of dubious reports, 21st, e-commerce company Alibaba group, announced that the company achieved annual sales of 3 trillion yuan target, this figure exceeds the United States Census Bureau estimated for 2015 e-commerce markets across the United States last month, that is $ 341 billion.
On Alibaba announced the news of the day, China′s largest Internet car service platform drops announced the platform as a whole surpassed 10 million daily orders, the company said, which means that the platform has become the world′s largest mobile travel platform.
Scale of China′s Internet users, the valuations of Internet companies in the world, China, because China had 668 million Internet users frequently on the Internet click, shopping and searching.
Reports, analysts are cautious about China′s Internet giants have announced data, some even directly challenged.
Duncan Clark, Chairman of BDA consulting company in Beijing said, Internet growth is reasonable. He said: "in China, online services is often very bad or inefficient, so instead the business implications of online services is huge. Promoting leap-forward development and growth. "He said, on the other hand," becomes first need the fierce competition in the market-and therefore, companies also tend to pursue big numbers. "
Xiaoen·leiyin, founder of the China market research group said the scale of the Internet in China "beyond doubt", but there is data exaggerated the question has been. For example, Alibaba′s virtual marketing platforms of many businesses would be through the scalp to improve their grades. He said: "businesses want five-star, is to scalp. ”
Regin estimated Alibaba′s total quantity about commodity trading (GMV) 20%-30%. Mickey gold (Beijing) investment consulting company head Yang Sian thought the higher rates, she said, half of Alibaba′s GMV is exaggerated. Alibaba called the speculation "groundless", the company said: "we are very cautious in calculating the GMV, eliminating fraudulent transactions and transactions above a certain amount. ”
Yang Sian Internet statistics often concerns are exaggerated, and she thought it was the result of funding pressures. She said, "these companies face pressure to show substantial growth performance to the world, these data sources is at best unclear. "For example, she said, government data shows, 86% of China′s Internet users have less than 5000 Yuan a month.
But Switzerland Credit Bank research report released last month showed that this did not prevent them from 2015 through Alipay spend 12 trillion yuan (about US $ 1.9 trillion).
Juniper Research said that PayPal′s $ 1.9 trillion transactions, equivalent to last year′s total of 2/3 last year, amounting to us $ 282 billion in transactions made through PayPal. Juniper Research wensha·huoerdeng the report′s authors believe that PayPal transactions "seemed very high."
PayPal′s parent company, Ant-gold suit, declined to comment, but one analyst at iResearch in Beijing said that this figure is very high, partly because PayPal has also dealt with a large number of non-e-commerce payment services.
Yang Sian said, one reason for the confusion is that these company statistics.
Companies such as Alibaba website and Facebook will report using the company′s service "active users", and social networking and gaming giant Tencent reported a monthly QQ and the letters "number of active user accounts". The company reported in September last year, QQ monthly active user accounts to reach 850 million, that is, the official China Internet network information center statistics of the number of Chinese Internet users 127%.
Reported that in addition, Alibaba′s GMV has long been questioned. And unlike competitors in China Beijing Eastern United States companies like eBay, this figure includes those who have not yet paid goods. But Jing dong said, more stringent than his statistics, not counting those unpaid transactions worth more than 2000 Yuan. Jing-dong said in a report released this month, if calculated at Ali Baba′s, company GMV can improve 31%.
After going public in 2014, Alibaba has modified the calculation of GMV. Until then, the companies in the statistics out of all the goods cost more than 100,000 yuan, however, in its latest annual report, the company said, the statistics only in certain product categories are excluded transactions above a certain amount, as well as certain product category buyers purchase transactions above a certain amount in a single day.
Alibaba recently tried to turn the focus from sales to profits and other growth indicators. GMV announced last week the creation of new records, the Alibaba Group′s Board of Directors Executive Vice President Tsai said: "simply the pursuit of growth and has no meaning unless it is sustainable, so our focus has been placed on the pursuit of high quality growth, and sustainable growth. ”
Clark remarks puzzled. He said: "this is very strange. They seem to publish a number that does not want us to focus on in the future. ”
金融时报：中国互联网公司数据太漂亮，令人怀疑 - 互联网,数据,阿里巴巴 - IT资讯
3月30日报道 外媒称，中国互联网的大数字还在继续增长。虽然鲜有人怀疑中国的互联网正在创造增长奇迹，但这个故事到底有多神奇，却引起了讨论。
英国《金融时报》网站3月28日发表题为《中国互联网背后的大数字令人怀疑》的报道称，21日，电子商务公司阿里巴巴集团宣布，该公司实现了年销售额3万亿元的目标，这一数据超过了美国人口普查局上月对2015年全美电子商务市场规模的估计，即3410亿美元。
就在阿里巴巴宣布这一消息的次日，中国最大的互联网约车服务平台滴滴出行宣布，该平台整体完成日订单首次突破1000万，该公司说，这意味着该平台已经成为全世界最大的移动出行平台。
中国互联网用户的规模庞大，中国互联网企业的估值居世界前列，原因是中国有6.68亿网民在网上频繁地点击、购物和搜索。
报道称，分析人士对中国互联网巨头们宣布的数据持谨慎态度，一些人甚至直接提出质疑。
北京BDA咨询公司董事长邓肯·克拉克说，互联网企业的高速增长是合情合理的。他说：“在中国，线下服务常常很糟糕或者效率低下，因此，取而代之的线上服务对商业的影响巨大。这促进了跨越式发展和大幅增长。”他说，另一方面，“成为市场第一也需要激烈的竞争——因此，企业也倾向于追求大数字”。
中国市场研究集团创始人肖恩·雷因说，中国互联网规模之大“毋庸置疑”，但对数据夸大的质疑一直存在。例如，阿里巴巴虚拟市场平台上的很多商家会通过刷单来提升自己的等级。他说：“商家都想要五星，办法就是刷单。”
雷因估计，阿里巴巴的假单数量约占商品交易总额（GMV）的20%-30%。美奇金（北京）投资咨询有限公司负责人杨思安认为这个比例更高，她说，阿里巴巴的GMV有一半是被夸大的。阿里巴巴称这些猜测“毫无依据”，该公司说：“我们在计算GMV时十分谨慎，剔除了虚假交易和超过一定数额的交易。”
杨思安时常关注被夸大的互联网统计数据，她认为这是融资压力造成的。她说：“这些企业面临向世界展示业绩大幅增长的压力，这些数据充其量算是来源不明。”例如，她指出，政府公布的数据显示，86%的中国互联网用户月收入低于5000元。
但瑞士信贷银行上月公布的研报显示，这并不妨碍他们在2015年通过支付宝消费了12万亿元（约合1.9万亿美元）。
朱尼珀研究公司说，支付宝的这1.9万亿美元交易额，相当于去年全球总额的2/3，而去年通过贝宝进行的交易总额为2820亿美元。朱尼珀研究公司报告的作者温莎·霍尔登认为，支付宝的交易总额“看上去非常高”。
支付宝的母公司蚂蚁金服拒绝置评，但北京艾瑞咨询公司的一位分析师说，这个数字之所以很高，部分原因是支付宝还处理了大量非电商支付业务。
杨思安说，造成困惑的原因之一是这些公司统计数据的方式。
阿里巴巴和脸书网站等公司会报告使用本公司服务的“活跃用户数”，而社交网络与游戏业巨头腾讯公司报告的是每月QQ和微信的“活跃用户账户数”。该公司去年9月份报告说，QQ月活跃用户账户达到8.5亿，即官方的中国互联网络信息中心统计的中国互联网用户数的127%。
报道称，此外，阿里巴巴的GMV长期受到质疑。与同在中国的竞争者京东以及美国的亿贝公司一样，这一数字包括那些尚未实际支付的商品。但京东表示，自己的统计更为严格，不计算那些价值超过2000元的未支付交易。京东在本月公布的财报中说，如果按阿里巴巴的方式来计算，公司的GMV可提高31%。
自2014年上市后，阿里巴巴修改了GMV的计算方式。在此之前，该公司在统计中剔除所有价格超过10万元的商品，然而在最新的年报中，该公司说，统计只剔除了某些产品类别中超过一定金额的交易，以及某些产品类别中买家单日购买超过一定金额的交易。
阿里巴巴最近试图把关注点从销售额转到盈利等其他增长指标上。在上周宣布GMV创造新纪录时，阿里巴巴集团董事局执行副主席蔡崇信说：“单纯追求增速并没有意义，除非是可持续的，因此我们的重点已放在追求高质量增长和可持续增长方面。”
克拉克对这番话有些困惑。他说：“这个说法很奇怪。他们好像是公布了一个不希望我们今后去关注的数字。”