Jingdong shares BBK! How much ammunition can the logistics deliver to BBK?
- 2018-02-27 11:23
- Smart retail Jingdong distribution BBK Tencent strategic cooperation
Yesterday evening, BBK announced that the company signed a strategic cooperation framework agreement with Tencent and Jingdong in the century of smart retail. After 887 million yuan and 739 million yuan, the former two were allowed to share the equity of 6% and 5%.
It was the strategic cooperation between Tencent and BBK, and Jingdong was put in the last minute.
?Not expected?
"All the same, nothing new." An insider close to BBK told the first logistics network reporter. "The value of the line retail in the last two years to highlight, and the shares of online offline drama will be more and more."
In the view of these people, Jingdong is an important part of the Tencent led retail alliance, and is an essential participant in the new retail camp of Ali. BBK's announcement also focuses on "smart retail" and "unbounded retail", a concept that Liu Qiangdong has long called for.
In fact, in the Tencent in the last year and behind the line of retail enterprises, there are no lack of Jingdong. Even earlier, the Jingdong has been with Yonghui supermarket, retail giants such as WAL-MART depth cooperation. At the same time last year, Ali participated in the Xinhua capital, Lianhua supermarket and Gao Xin retail.
It could even be said that the Jingdong would be willing to try any layout that could cause pressure on the Ali business. Gong Yinquan, a senior retail expert, said in an interview with the reporter of the first logistics network that the main purpose of the Jingdong was to fight Ali. "Jingdong shares BBK, its strategic demand is higher than the tactical needs."
?Cooperation and competition
With the setting of cooperation, more problems have come to the surface. At present, one of the most concerned issues is whether Jingdong and BBK can achieve synergies. Many people feel that there is a lot of business overlap between the two.
In 2015, the Jingdong announced a strategic stake in Yonghui, exploring and cooperating with the latter 020 business. The Yonghui's Micro shop business and Jingdong home serious conflict, had to suspend development.
Last year, shortly after Yonghui Tencent shares, Yonghui chairman Zhang Xuansong has said publicly that the Tencent take money because there is no business competition in the Tencent and Yonghui, reason Yonghui cooperation with Jingdong has no way out in FMCG and fresh fields have been unable to accept the price price war, yonghui.
The question is now on the head of Wang Tian, chairman of BBK. He said that cooperation with the Jingdong focused mainly on the 3C and the logistics supply chain. And this is basically the same as BBK's bulletin of cooperation. A retail listed company executive, who did not want to be named, also told reporters that the Jingdong and BBK cooperation was limited to logistics.
"This partnership will finally be like Yonghui it did not say, but there may be." ?Gong Yinquan analysis, "before Yonghui and Jingdong in fresh conflict, so online traffic did not give Yonghui Jingdong."
He believes BBK is also reluctant to see too much intervention by the Jingdong, after all, almost 70% of the two are reclosing. As for the brand new retail format 7FRESH for the Jingdong test, BBK also has the same competition - fresh food, which is earlier than 7FRESH.
On the contrary, the Tencent's "center", "Fu", "half life to partner, may be more pleasing to the line of retail enterprises. Wang Tian, chairman of BBK, welcomed the practice of the Tencent. At the same time, he is also looking forward to the use of WeChat, QQ and other tools to improve the strength of the members under the high line.
And for the Jingdong, there is another way of saying. Those close to the BBK industry think that capital intervention is not necessarily involved in the operation. At present, there should be a March BBK shares lifted shares at this time, a good time to pinch."
He said, "the other horses or Jingdong or their retail point of view and logic, more in the retail entity makes the cornerstone, as long as do performance fluctuations will not have on their contribution to the report."
On the day of the announcement, the Tencent and Jingdong said they would not exclude the possibility of continuing to increase their holdings within the next 12 months.
Logistics empowerment?
According to Wang fill, BBK has the leading edge in the southwest region. Its market share is the first in Hunan and Guangxi, and the business in Sichuan and Jiangxi is also increasing rapidly.
At present, BBK's management includes shopping centers, large stores, community stores, convenience stores and many other formats. It is clear that the maintenance of the whole plate is inseparable from the developed logistics system.
In early 2008, step by step to build their own logistics company, cloud logistics. Statistics show that the storage area of the company has been more than 150 thousand square meters, covering various types of warehouses, such as room temperature, refrigeration, refrigeration, etc., and has been established in municipal, sub provincial and bonded warehouses in Hunan, Jiangxi, Guangxi, Chongqing, Sichuan, Guangzhou, Hangzhou and other provinces and municipalities.
On the business level, the company includes Yun Tong International, Yun Tong express, Yun Tong cold chain and Yun Tong warehouse, which can provide warehousing services, distribution services, trunk transportation, e-commerce delivery, consulting services, supply chain finance, packaging, processing and other businesses. From the scope of business, Jingdong logistics is not lost.
Jingdong only on the fresh Jingdong, in West China, Southern China region only Chengdu, Guangzhou, Shenzhen three cities set up. It looks like BBK's fresh logistics business has a larger matching space (but it's more likely to help Jingdong busy).
However, the Jingdong logistics employees, the market scale is far beyond the cloud logistics, and the distribution of distribution advantages in many areas is also very obvious. From this point of view, in the future, perhaps as BBK mentioned in the announcement, the logistics brought by Jingdong will help improve BBK's supply chain's richness (mainly 3C and digital products) and its performance efficiency.