Suqian is one of the thirteen Taibao in Jiangsu, and netizens jokingly call him "Thirteen Sisters". It can be seen from this nickname that Suqian is at the bottom in the whole of Jiangsu, and its sense of existence is very low.
It wasn't until Liu Qiangdong was born that this small city in northern Jiangsu began to be concerned.
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However, two thousand years ago, Xiang Yu killed himself in Wujiang, and Liu Qiangdong may also be defeated by e-commerce. Pinduoduo, **Douyin, the tripartite forces have formed a convergence trend in Jingdong's "Xiaxia".
Xiang Yu sighed before he died, "The crime of non-war", Jingdong's failure is not because of the problem of products and services, but because the times are different, Jingdong is not unaffordable, but Pinduoduo is more cost-effective.
Yesterday, Liu Qiangdong suddenly issued a "guilty edict", taking Jingdong's defeat on himself, and at the same time calling on employees to never lie flat and fight to the death with the "coalition army".
So, what exactly has put JD.com in such a difficult situation that it has put Liu Qiangdong in a difficult situation?
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The first is the internal dilemma: in the domestic market, Jingdong has been "rolled" into a ball by Pinduoduo.
Liu Qiangdong admitted that he had committed a "crime against himself": "We often talk about fighting!.""Fight!They only think about the first, but in fact, they are always on the defensive, never thinking about how to attack!”
In the face of Pinduoduo and Douyin, JD.com not only failed to become the first, but was squeezed to the third place.
Whether it is transaction volume or net profit, Pinduoduo has surpassed JD.com to become China's largest e-commerce platform, and behind Pinduoduo, there is also a Douyin that is growing at an astonishing rate, if Pinduoduo does not do something, it is likely to lose the third place!
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10 years ago, Liu Qiangdong and Ma Yun were self-employed or ** about the trend of China's e-commerce developmentThere was an altercation.
Liu Qiangdong believes that only the self-operated model can ensure product quality and service quality. Amazon, for example, has gone on its own path and has been successful.
This is also why JD.com is listed in the United States, calling itself"Amazon China"Causes. Wall Street suddenly understood and began to buy a large number of JD.com's **.
Ma Yun believes that it is impossible for any company to have millions of products, build thousands of warehouses, hire hundreds of thousands of couriers, and deliver all the goods to different places. Even if successful, the high cost will make it difficult for the company to be profitable for a long time.
Ma Yun even said, "Jingdong will be a tragedy in the future, this tragedy, I reminded you on the first day, I am not better than him, this is just a matter of direction."MeStillThatsentencewordsTen millionDon'tmovingJD.comOtherwiseYouDeadnowusNor will itBlameYou
In fact, the self-operated model is also a big burden for JD.com, with a turnover of up to 1,000 billion yuan, but a net profit of only 10.4 billion;Alibaba's market capitalization is 130 billion, and Pinduoduo's market capitalization is 31.5 billion.
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This year, JD.com has turned a corner, shifted its focus to investment, and launched a series of policies to support businesses, claiming to "break through the barriers between self-operation and self-operation", that is, to give up self-operation in disguise.
But a merchant from Guangdong told me that he had no interest in JD.com. Because the domestic market is already in chaos, there is no *** at all. He is still interested abroad.
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The high cost of the self-operated model doomed JD.com to not be able to gain a firm foothold abroad.
JD.com's entry into overseas markets is first aimed at Southeast Asia. Just like at home, they first set up their own warehouses overseas, with a focus on densely populated countries such as Thailand and Indonesia.
But the results were not good. JD.com has only 2.3 million monthly visitors in Indonesia, which is a tiny fraction of Indonesia's population of more than 100 million.
The situation in Thailand is even worse, with only 2.21 million times. JD Shopping ranks 13th in Southeast Asia, far behind the 1 billion monthly visits of Shopee, the No. 1 e-commerce company.
On the other hand, Pinduoduo, this wave of skyrocketing, at least eighty percent of the credit is Temu. Pinduoduo succeeded in making Americans also fall in love with a small game called "Chop a Knife", and Teme spread like a virus among young Americans, becoming the talk of the American after-dinner conversation.
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Alibaba's "AliExpress" is also very fierce, focusing on the European market, launching the United Kingdom, Spain, the Netherlands, Belgium five-day delivery, so that European consumers who are plagued by inflation can enjoy China's duty-free express delivery service within 5 days!
Not to mention the overseas live streaming boom set off by TikTok.
Each has its own means, and each has its own magical powers. Only JD won't work.
The internal fighting is not too much, the fighting is not the best, and the outside market cannot be opened, Liu Qiangdong knows very well that if this continues, Jingdong will become the second Suning, and he will become the second Xiang Yu.
What is the future of JD.com?Personally, I think we should look at overseas markets. But he must change his model, instead of taking the road of online sales like in China, taking advantage of the low domestic production costs to fight the best war abroad.
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It would be a waste of time to continue to fight at home. Even if JD.com wins Pinduoduo, it is estimated that it will be a miserable victory, and it will only go further and further away from the profit target.