Is There Any Love In Ali Suning'S Flash Marriage?

With regard to the advantages of complex ecosystems, Ma also commentary, "this complex ecosystem is doomed to not show a simple business model.

Because our complex system also makes it difficult for competitors to imitate easily.

From this point of view, it is easy to see why Ali has been changing and coming with Suning, and there are still many reasons for holding up the heating.

The growth of basic electricity business has slowed down, and the electricity supplier has gradually stepped out of the bonus period, which is regarded as the fundamental reason for Ali to gradually expand its ecological strategy from inside to outside.

In the first quarter of 2016 fiscal year report, Ali reported that Ali's revenue, total paction volume, and Taobao platform trading volume growth slowed down.

Ali Q2 revenue in 2015 was 20 billion 245 million yuan, an increase of 28% over the same period last year. In 2015, Q1 revenue was 17 billion 425 million yuan, an increase of 45% over the same period last year. In 2014, Q4 revenue was 26 billion 179 million yuan, up 40% over the same period last year. In 2014, Q3's revenue was RMB 16 billion 828 million yuan, up 53.7% over the same period, and the year-on-year growth rate of revenue showed a downward trend.

On the other hand, the outcome of focusing attention is not obvious.

The cooperation between Ali and Yintai started earlier and slowed down significantly. In 2013, the "double 11" began.

That is, the strategic cooperation with Yintai. In March last year, Ali was a strategic investment in Yintai business, holding 9.9%.

Alibaba group CEO Zhang Yong, who served as chairman of Yintai business board, launched the pformation of Yintai business, and the core direction is integration of online and offline businesses.

But all this did not embrace Su Ning's direct development. The 1600 entity shops under Suning line and the important progress of self built logistics can form a strong complementary relationship with ALI.

According to Zhang Jindong, the Suning logistics system includes 4 million 520 thousand square meters of warehouses, 12 sorting centers, 60 regional centers, 300 urban distribution centers and 5000 community distribution stations.

In addition to meeting their needs, they will gradually be open to the third party and the fourth party.

For Suning, after several years of hard Internet pformation, it has entered the bottleneck stage.

Regarding the complementarity with ALI, Zhang also thought that "through"

The platform, which is more widely used by users, relies on the advantages of its own commodity management to develop sales on a large scale. At the same time, it has also upgraded the line, and promoted the arrival of the customized era with the help of Ali's big data.

In short, with the help of Ali's online traffic and data advantages, Suning will pform into the Internet.

The other implication of the two marriage is considered to be a common enemy.

In fact, the deeper meaning may lie in the promotion of competition threshold and the strengthening of their platform strategy.

Chen Weiru, associate professor of strategic studies at CEIBS, sees Facebook, Groupon and Alibaba as typical platform models.

As to how the platform platform companies win, Chen Weiru believes that "putting the supply and demand combination on the same platform, improving production efficiency through scientific and technological means, and making the consumer's value demand more satisfied.

This requires full use of the spirit of the Internet, the development of a win-win ecosystem, and from competition to synergy, turning the enemy into a partner.

Now Ali is well versed in this way, increasing the diversity and diversity of platform ecology, even with Suning.

This is the need for Jingdong to start balancing itself.