As of June this year, hedge fund holdings of Jingdong reaches 18%, and last year’s third quarter figure of 1.2%. Meanwhile hedge funds reduced holdings in Alibaba more than one-third, to 3.1%. Contrast, Wall Street’s love of Jingdong and Ali abandon.
Virtual technology war and games blurring
East of Beijing since going public in May 2014 has gained 41%. And Ali have dropped below their IPO price of $ 68, fell from a peak of $ 120 to a minimum of $ 58, the recent recovery in stocks rebound in the price near $ 68.
Second quarter of this year, according to performance reporting, Jingdong and Ali, East of Beijing was far better than Ali, is excellent. Overall second quarter of 2015 Jing dong (GMV), an increase of 82%, net income reached 45.9 billion yuan grew 61%; 34% Ali volume of 673 billion compared with same period in 2014 501 billion increase in the same period, revenue to RMB 20.245 billion rose 28%. Ali, the only comfort is that Ali when the Diki in non-United States generally accepted accounting principles, 9.496 billion yuan in net profit, and East of Beijing is still losing money.
Powerful logistics capability by means of Kyoto, Jing dong started to strictly enforce the warranty service, return services by the users, Jingdong was to sell “authentic” reinforce the reputation of domestic, by contrast Ali Taobao has always been plagued by fakes, which attract more qualified customers to the East of Beijing shopping.
Jing dong, in November 2014 help services in East Hebei opened its first Beijing store, in February this year in Beijing East opening number in the country has more than 400 it plans Beijing East service shop will cover 28 provinces and autonomous regions, covering radiation more than 100,000 administrative villages. By virtue of Jingdong strong logistics capabilities and control storage advantages, Jingdong online and offline play are available, fast delivery advantage, Ali further competitive pressure.
Expand just east of Beijing from line to line pressure of Ali, which shares of suning holds 19.9% shares in the near future, should be looking at a suning stores can enhance competitiveness under Ali’s line. 2014 suning has over more than 1600 stores, but most of those stores are in cities, while the East is the main service market in rural areas and smaller cities, with suning stores can’t resist Jingdong to advantage.
In addition is a home appliance chain suning and GOME past two giants, faced with the rapid growth of e-commerce, the two companies began to miss the trip, suning splashed out huge sums to build suningyi, but has not been satisfactory. Suning 2014 ‘s operating profit was thanks to 1.459 billion yuan, such losses under pressure from shareholder, suning yielded to the Ali ease the financial crisis, but its appetite is too big to eat it, or worry about Ali, to Ali, and a heart.
II quarter of performance displayed Beijing East help is help Beijing East enhanced line Xia competition capacity, promoted Beijing East continues to fast development, closer and Ali of gap, and Ali promoted of logistics network-rookie network tries to closer and Beijing East of logistics gap achieved fast distribution service not as satisfactory, online Xia of expand Beijing East help development trend good, and Ali line Xia development not see clue, two home of development speed appeared huge of gap also on inevitably, Wall Street has always been value enterprise of development speed, So it is not surprising that Wall Street valued the Jingdong and mind Ali.
Fashional Moschino iPhone Cases in 2015 