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published in(发表于) 2016/6/22 8:53:21
Jing dong, shop bought 1th: Liu the next big game,

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Jing dong, shop bought 1th: Liu the next big game-1th, shop, Jing dong, Wal-Mart-IT information

Beijing, China and the United States Arkansas, Bentonville, June 20, 2016 – China's largest proprietary e-commerce Enterprise Jingdong and Wal-Mart today announced a series of deep strategic cooperation, through the integration of the two sides in the field of e-commerce and retail a huge advantage to provide Chinese consumers with better products and services.

As part of the agreement, Wal-Mart will receive Jingdong newly issued 144,952,250 shares of class a common stock, about East of Beijing 5% of the total issued share capital. Jingdong Mall, will have a 1th major assets, including "1th store" brand, website, APP.

1th was founded in 2008 by e-commerce website, the main "online store" 2010 and Beijing East volume, and comes as the winter capital, Jingdong survived, 1th, shop will own 80% shares, equivalent to sell 80 million Yuan Shenzhen ping an. After that, step by step, sold their shares to Wal-Mart until it is fully acquired. Now was sold to East of Beijing. Three its owners have proven 1th shop is a hot potato, plus the pattern of Chinese e-commerce market, no longer has any value.

Shop 1th, may have no value for both sides, but it is a very good medium bridges. Jing dong, Jing dong at present value of fresh business, cooperation and so would He Yonghui Jing dong home business, this advantage of the distribution is concentrated on the East and lucrative. According to yonghui and Wal-Mart store layout may be able to get a glimpse of one or two. Wal-Mart layout in an office building nearby, Wing fai the much larger communities around both happen to encompasses Community + Office area radius of modern life.

East can be successful with their co-operation if Beijing Jingdong fresh food and general merchandise business as consumer upgrades may become the new ACE. Jingdong's two partners are traditional offline retailing giants, not clear how Jingdong maneuvers, cooperation is also seen and yonghui had a very good performance, so this partnership with Wal-Mart is still worth watching (as of press time ago, Jingdong shares or 6%, Wal-Mart edged up near 1%).

On the other hand, Wal-Mart is concerned, electricity-making has always been a passion. As the line of the world's largest retailer, basic line layout has been set and high growth in online retail business is hard to continue, so electric line of development is particularly important for Wal-Mart. Shop at Wal-Mart, but 1th hands has always been not to live, or even become a burden. In the case of China e-commerce pattern has been set, to get rid of this burden, can still win once to buy giant 5% stake in Jingdong, why not do it.

Remember once the trade quicker Inc Monrovia, East Beijing just to make small vertical area 3C no enemies, not because of trade quicker Inc Monrovia high value. So, 1th shop is the second trade quicker Inc Monrovia. Jing dong, 1th shop nothing really valuable is behind the retail giant Wal-Mart.

Details of cooperation:

  • Jingdong Mall, will have a 1th major assets, including "1th store" brand, website, APP. 1th shop Wal-Mart will continue to own the business and incorporated into standing 1th Mall. Wal-Mart will use its global supply chains to provide consumers with richer product; "1th shops" will keep its brand name and market position, and Jing dong and Wal-Mart will work together to support "1th, shop" continues to strengthen its brand and business growth.

  • "Mountain Sam members store" in China market get has huge of success, it will in Beijing East platform Shang opened official flagship shop; Beijing East logistics warehouse system day up/next day up commodity distribution service has cover national 600 million user, mountain Sam members store will using Beijing East of warehouse distribution integration logistics service, to can in China more big range to promotion its high quality imports commodity, and for its customer provides full China most efficient of commodity distribution service.

  • Jingdong and Wal-Mart will cooperate in the supply chain, providing more choice of products for Chinese consumers, including expanding the richness of imported products.

  • Entity stores the access of the Wal-Mart in China Beijing Eastern Investment Group, China's largest logistics platform of crowdsourcing "Dada" and O2O platform "Beijing Eastern home", and key partners. Through online and offline integration, including attracting more passengers on the line entity to Wal-Mart stores, as well as "Beijing Eastern home" user entities of Wal-Mart stores are very rich choice of fresh, for broader user groups with 2-hour supermarket fresh get home delivery service.


京东买下1号店:刘强东在下一盘很大的棋 - 1号店,京东,沃尔玛 - IT资讯

中国北京和美国阿肯色州本顿维尔,2016年6月20日——中国最大的自营电商企业京东和沃尔玛今天宣布达成一系列深度战略合作,通过整合双方在电商和零售领域的巨大优势,为中国消费者提供更优质的商品和服务。

作为此次协议的一部分,沃尔玛将获得京东新发行的144,952,250股A类普通股,约为京东发行总股本数的5%。京东将拥有1号商城主要资产,包括“1号店”的品牌、网站、APP。

1号店是成立于2008年的电子商务网站,主打“网上超市”,2010年的时候一度与京东体量相当,只是正值资本寒冬,京东挺过来了,1号店将自己80%的股权作价8000万元卖给深圳平安。在那之后,一步一步出让股份给沃尔玛直到被完全收购。现在又被卖给京东。三易其主已经证明1号店是个烫手山芋,加上在当下中国电商格局已定的市场下,已经不具有任何价值了。

1号店或许对于双方都毫无价值了,但是却是一个很好的媒介桥梁。对于京东而言,京东目前很看重自身生鲜的业务,所以才会有和永辉的合作以及京东到家的业务,这一块也是集中了京东的配送优势,并且利润丰厚。而按照永辉和沃尔玛的门店布局或许可以窥见一二。沃尔玛多布局在写字楼附近,永辉则多在大型社区周围,二者刚好囊括了社区+办公区的现代人生活半径。

如果京东可以成功与二者合作打通,京东的生鲜和百货业务随着消费升级,可能会成为新的王牌。但是京东的两个合作对象都是传统线下的零售巨头,不清楚京东如何腾挪,目前也没看到和永辉的合作有非常出色的表现,所以这次与沃尔玛的合作所以依然值得观望(截至发稿前,京东股价涨幅6%,沃尔玛微涨近1%)。

另一方面,对沃尔玛而言,做电商一直都是它的夙愿。而作为线下全球第一大零售商,线下布局基本已定,线下零售业务的高增长也再难继续,所以电商线上的发展对于沃尔玛尤为重要。但是1号店在沃尔玛手里始终盘不活,甚至成为一个累赘。在中国电商格局已定的情况下,能甩掉这个包袱,还能获得曾经一度想收购的巨头京东5%的股份,何乐而不为。

想起曾经的易迅,京东只是为了让小垂直领域3C领域再无敌手,并不是因为易迅价值高。所以1号店只是第二个易迅罢了。对京东而言,1号店一文不值,真正有价值的是背后的零售巨头沃尔玛。

附合作细则:

  • 京东将拥有1号商城主要资产,包括“1号店”的品牌、网站、APP。沃尔玛将继续经营1号店自营业务,并入驻1号商城。沃尔玛将借助其全球供应链优势向消费者提供更加丰富的商品;“1号店”将继续保持其品牌名称和市场定位,并且京东和沃尔玛将携手支持“1号店”不断加强其品牌影响力和业务增长。

  • “山姆会员商店”在中国市场获得了巨大的成功,它将在京东平台上开设官方旗舰店;京东物流仓储体系当日达/次日达商品配送服务已覆盖全国6亿用户,山姆会员商店将使用京东的仓配一体化物流服务,从而能够在中国更大范围地推广其高品质进口商品,并为其顾客提供全中国最高效的商品配送服务。

  • 京东和沃尔玛将在供应链端展开合作,为中国消费者提供更丰富的产品选择,包括扩大进口产品的丰富度。

  • 沃尔玛在中国的实体门店将接入京东集团投资的中国最大的众包物流平台“达达”和O2O电商平台“京东到家”,并成为其重点合作伙伴。通过线上线下融合,包括吸引更多线上客流到沃尔玛实体门店,以及为“京东到家”的用户提供沃尔玛实体门店极为丰富的生鲜商品选择,为更广泛的用户群体提供2小时超市生鲜配送到家的服务。






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