clsa区块链平台,区块链utxo
CLSA区块链平台是一个开放的分布式账本技术平台，它的核心是一个分布式的数据库，可以记录任何类型的交易，并使其可以安全地在网络中共享。它使用一种叫做“区块链”的技术，可以在网络中安全地存储和共享数据，而不需要任何中央机构或第三方。CLSA区块链平台的主要优势是它可以提供安全可靠的网络服务，可以让用户以更可靠的方式进行交易。
UTXO拓展是一种区块链技术，它的全称是“未花费交易输出”（Unspent Transaction Output），是比特币和其他加密货币的一种技术。UTXO拓展是一种分布式账本技术，它可以记录比特币或其他加密货币的交易，并将其存储在分布式账本中。UTXO拓展的优势在于可以提供安全可靠的网络服务，并且可以让用户以更可靠的方式进行交易。
比特币是一种加密货币，它是基于区块链技术开发的，是目前最流行的加密货币之一。比特币使用一种叫做UTXO（未花费交易输出）的技术，它可以记录比特币的交易，并将其存储在分布式账本中。它的主要优势在于可以提供安全可靠的网络服务，并且可以让用户以更可靠的方式进行交易。
CLSA区块链平台、UTXO拓展和比特币是当下最流行的区块链技术，它们的核心是分布式账本技术，可以记录任何类型的交易，并使其可以安全地在网络中共享。它们的主要优势在于可以提供安全可靠的网络服务，并且可以让用户以更可靠的方式进行交易。CLSA区块链平台和UTXO拓展可以让用户在网络中安全地存储和共享数据，而比特币则可以记录比特币或其他加密货币的交易，并将其存储在分布式账本中。这些技术的出现，为区块链技术的发展提供了更多的可能性，使得更多的人能够安全地进行交易。请查看相关英文文档
『一』 List of 20 Huawei concept + 5g + component segment leading concept stocks (list)
20 Huawei concept + 5g + component segment leading concept stocks respectively They are: Jinke Culture, Nanjing Julong, Chaohua Technology, Liangxin Electric, Goertek, Bangxun Technology, Easytech, Lens Technology, Blue Shield, and Changying Precision.
Unilumin Technology, Cooltech Power, Lucky New Materials, TCL Technology, Genesis, Luxshare Precision, Changliang Technology, SuperMap Software, CLP Xingfa, True Vision.
Unilumin Technology
A leading supplier of LED application products and solutions in China
In November 2019, it was disclosed that the company’s Mini LED products based on COB technology can be produced in batches realize the assembly of Mini LED chips.
The company is a leading domestic supplier of LED application products and solutions. It has a complete R&D, manufacturing, sales and service system and is committed to providing high-quality, high-performance products to professional channel customers and end customers at home and abroad. LED application products and solutions. At present, the products are mainly divided into two series: LED high-definition energy-saving full-color display and LED energy-saving lighting. The former can be widely used in a series of fields such as advertising media, exhibition displays, cultural and sports activities, traffic guidance, etc. The latter is recognized as a substitute for traditional lighting. The product is a new generation of high-brightness, low-energy consumption, green, energy-saving and environmentally friendly lighting products. The company is currently developing naked-eye 3D LED displays.
Cooltech Power
An enterprise with strong technical strength and large scale in the domestic diesel generator industry.
In June 2018, it increased its investment in Jinghong Technology (holding 27.5% of the equity) and will expand into new energy vehicle manufacturing in the future.
The company invested 20 million yuan of its own funds to acquire 25% of the equity of Jetstar New Energy, of which 6.6667 million yuan was included in the registered capital of Jetstar New Energy, and the rest was included in its capital reserve fund. The core products of Jetstar New Energy are power lithium battery systems, PACK systems (including lithium batteries) + BMS systems, which provide overall solutions for power battery systems for new energy vehicle companies; currently, it has become a company including FAW Bus and Jiangxi Anyuan Bus. Tier 1 supplier of multi-manufacturer battery systems. If Jiexing New Energy can fulfill its performance commitments in 2015 and 2016 (not less than 15 million yuan and 22.5 million yuan) or otherwise agree, the company will acquire all the shares held by Jia Investment and Pengjian International in cash or by issuing shares. Or part of the equity of Jetstar New Energy; if it does not reach 90% of the promised net profit, the company will receive cash compensation.
Lucky New Materials
A leading company in the field of magnetic recording and thermal recording materials.
The company is located in Baoding, Hebei Province. It is the first company to serve my country’s newA company that provides ticketing product support for the first-generation railway passenger automatic ticketing system. The independently developed thermal magnetic ticket products have been widely used in Beijing-Shanghai High-speed Railway, Beijing-Guangzhou High-speed Railway, Beijing-Tianjin Intercity Railway, Zhengxi High-speed Railway, Shanghai-Nanjing High-speed Railway, etc. The line is expected to benefit from the construction of Xiongan New Area.
On August 24, 2019, the company replied on the interactive platform: The company's electromagnetic wave protective film products have formed a stable formula and begun mass production. The electromagnetic wave protective film product market is currently in the growth stage and has been used in Lenovo and Meizu. , Huawei and other brands of mobile phone models.
TCL Technology
Mainly engaged in semiconductor display technology and materials, "Top 10 Global Consumer Electronics Leading Brands"
TCL Communications works closely with industry partners to The 5G terminal complete technical solution has been researched and verified, focusing on key technical fields such as large-scale antennas, millimeter waves, multi-mode multi-frequency, and power consumption optimization, as well as product forms such as data terminals and smartphones, laying the foundation for the company's future in the second half of 2019. We are fully prepared for the global launch of the first batch of 5G commercial products.
The company released the MINI-LED star screen in September 2019 and is expected to mass-produce it in 2020
Genesis
Consolidating precision structural parts for consumer electronics Business advantages, focusing on the development of CNC machine tool manufacturing business.
The official website of the company's subsidiary Taiqun Precision Machinery (Genesis Machinery) stated that on August 22, 2019, Taiqun Precision Machinery's 5G intelligent manufacturing overall solution & new product launch conference was held, focusing on the introduction of new technologies in the 5G manufacturing field. Technology and new products, more than 10 smart equipment related to 5G manufacturing have been released.
In May 2018, it stated on the investor interactive platform: It has two utility model patents in wireless charging (a wireless charging structure and rechargeable electronic products and an electronic product with wireless charging function). and its casing) can be applied to the casings of consumer electronics such as mobile phones, tablets, and computers, but it has not yet been applied to products.
Luxshare Precision
my country's largest connector manufacturer.
The company's filter products for 5G base stations are one of the preferred solutions for many equipment manufacturers at home and abroad, and some products have been shipped in small batches or are in the joint development stage with customers. High-frequency, high-speed, high-current and optoelectronic products have strong profitability, but due to certain barriers, the development of this product line requires a certain amount of time and technology accumulation. At present, the company has launched business cooperation with some equipment manufacturers.
Cell phone connector. The acquisition cuts into Huawei's supply chain, and the communications business begins. Shenzhen Keltong mainly serves customers such as Huawei and Emerson Network Power. Its main products are communication connectors and cables.
Changliang Technology
A leading domestic financial core system solution provider.
The company isA leading company in the bank's core business system, it acquired "Guorongxin" in 2016 to develop online lending systems and crowdfunding systems.
The 2019 semi-annual report disclosed: Changliang Technology joined the financial ecological alliance led by Huawei, and jointly established a big data laboratory with Huawei to jointly develop financial data warehouse solutions based on Gaussian 200. Provide financial customers with the base of the data center - data warehouse.
Hypermap Software
The leading domestic geographic information system platform software provider.
As a geographic information system basic platform software provider and overall solution provider, the company has a full range of products covering GIS application engineering and can provide a full range of products and technical services for GIS application engineering and services in various industries. . SuperMap GIS developed by the company is a large-scale geographical information system software platform with completely independent intellectual property rights, including component GIS development platform, service GIS development platform, embedded GIS development platform, desktop GIS platform, navigation application development platform and related spaces Data production, processing and management tools. SuperMap GIS has become a GIS software brand with complete product categories, powerful functions, covering a wide range of industries, satisfying the construction of various information systems. It has been deeply applied in various domestic GIS industries and has a large number of secondary developers. Driven by Japan SuperMap Co., Ltd., SuperMap GIS has become a famous GIS brand in Japan and has successfully developed more than a thousand users, creating a precedent for domestic GIS software in the international market. SuperMap has become Asia's largest GIS software platform provider.
The company provides GS basic platform and application platform software to more than 800 secondary developers, and Huawei is the company's customer and partner.
China Electronics Xingfa
An integrated solution provider for smart cities, counter-terrorism and public security.
The company specializes in the production of various high and low voltage complete sets of switchgear, high and low voltage components, automation, power electronics, transformers, new energy and railway-specific intelligent box-type substations, and has been recognized as a national "Enterprise Technology Center" Enterprise and national innovative pilot enterprise, it is one of the manufacturing enterprises with the strongest comprehensive strength in the country's power transmission and distribution industry. It has successively established technical, application and business cooperation with internationally renowned companies such as Schneider of France, General Motors of the United States, Siemens of Germany, and ABB of Switzerland. Partnerships.
On November 1, 2019, the company stated on the interactive platform: The company’s technology accumulation includes the direction of distributed computing and distributed storage, which are the core technical points of blockchain applications.
Zhenshitong
A multimedia video comprehensive solution provider with first-level qualifications for information system integration
On March 11, 2020, the company announced on the interactive platformSaid: The company has completed the research and development of the big data visualization display platform system, obtained multiple software copyrights such as the data analysis and decision-making system V3.0, and has applied it to actual solutions and gained a certain amount of customer accumulation.
On May 11, 2020, the company stated on the interactive platform: The company is currently Huawei’s gold medal supplier.
『二』 Leading Stocks in the Digital Economy
List of P/E ratios of digital economy concept stocks: According to statistics from Securities Times Databank, there are 285 A-share stocks involved in these seven key industries. Judging from the gains since New Year's Day, 11 stocks have increased by more than 10%, Synthes Electronics has increased by more than 50%, and Yalian Development and Massive Data have increased by more than 30% respectively. Among the above-mentioned concept stocks, 11 stocks have announced performance forecasts for 2021, of which 10 stocks have pre-increased their performance. Judging from the median year-on-year growth in net profit, Quanzhi Technology and Suzhou Gutech are expected to achieve an increase in net profit attributable to their parent companies of more than 100% in 2021, and Zhuosheng Micro and Espressif Technology are expected to increase by more than 90%. From the perspective of valuation, the latest rolling price-to-earnings ratios of 16 concept stocks are less than 20 times. The ones with lower valuations include TCL Technology, BOE A, and Kunlun Wanwei, whose latest rolling price-to-earnings ratios are all less than 10 times. Minsheng Securities believes that with the issuance of the “14th Five-Year Plan” digital economic development plan, the communications industry will welcome good development opportunities.
Digital economy is a way for human beings to guide and realize the rapid optimal allocation and regeneration of resources and achieve high-quality economic development through the identification, selection, filtering, storage and use of big data (digital knowledge and information). economic form.
At the technical level, the digital economy includes big data, cloud computing, Internet of Things, blockchain, artificial intelligence, 5G communications and other emerging technologies. At the application level, "new retail" and "new manufacturing" are typical representatives.
Today, I have listed 14 leading digital economy stocks that are highly representative. I will not make investment suggestions here, but only for everyone to understand and become familiar with the listed companies.
『三』 The past and present life of supply chain finance
A supply chain and related terms
Since 2015, the supply-side reform has continued to deepen, and the state has issued many supportive policies for small and medium-sized enterprises, aiming to strengthen collaboration through scientific and technological means, share and jointly build a credit system, and achieve cost reduction, fee reduction, and improvement. Effective purpose. Supply chain finance has been pushed to the heights of public opinion by media groups, academia, the financial industry, and technology companies with various slogans such as "serving the real economy, integrating industry and finance, empowering technology, reducing costs and increasing efficiency, etc..." with unprecedented enthusiasm. Soaring! Those who join in the fun, blindly follow the trend, and even those who change careers are engaged in supply chain finance. Although there is power when there are many people, it is easy to confuse the industry, and there is a gap between what you want to do, what you can do, what you know how to do, and how to do it well! If you do it blindly, it will not only be detrimental to industry exchanges and development, but alsoIt may have a negative impact on the entire industry due to its own cognitive shortcomings. For this reason, I boldly educate industry practitioners today! First, distinguish several concepts:
1. Supply chain: It is a "functional transaction chain" formed around the core enterprise from raw material procurement to product terminal output. .
2. Supply chain management: It is a scientific management method that integrates procurement management, logistics management, inventory management, information management, and financial management, including planning. , organization, implementation, control and other management contents.
3. Supply chain finance: It is financial services and support based on each transaction link of the "supply chain". It belongs to the financial content (including financing, payment, settlement) under "supply chain management", and is also a tool for top-level design resource integration of core enterprises.
2 Supply Chain Finance Development
The first stage is the " The "manufacturer's silver" financing product mainly serves the capital-intensive commodity industry, and later "movable property pledge" was derived. After 2012, due to the overheating of the economy, CIP increased, and the central bank tightened its "money" policy. As a result, a large number of duplicate pledges and moral hazards were exposed. Many banks and pallet companies were seriously affected as a result, and both industry and finance lost out. Leaders of financial institutions were laid off and their bosses were laid off. Exit at the price of breach of trust!
The second stage is after 2015. Due to the continued policy guidance, the big data risk control system has gradually improved, and blockchain technology has become increasingly mature. "In the name of innovation, a number of core enterprises, financial institutions, and software technology companies have been spawned to compete in "corporate" financial services. After three years and the baptism of the market, some have fallen and some have developed; in summary, enthusiasm alone is not enough to do a good job! Especially for supply chain finance, you need to understand finance, industry, technology, and even more, the integrated series architecture!
As a coincidence, our "goals" and "purposes" of management are actually the same! (Reducing costs, reducing fees, improving quality, and increasing efficiency) Personally, I think the supply chain, whether it is production management, process management, or cost management, quality management, without finance are all flawed. Supply chain finance pays attention to the real transaction background and prevents and resolves risks through "four flows in one" (information flow, logistics, capital flow, and invoice flow). Even if supply chain management achieves technical levels such as planning, sourcing, price comparison, information synchronization, inventory sharing, and dynamic logistics, if settlement is not improved, the efficiency problem will still not be solved after all!
According to statistics, as of the end of 2019, the total amount of "accounts receivable and payable" exceeded 21 trillion, and the market is still expanding. Supply chain financial services mostly target corporate customers, and to B services strictly speaking do not have standardized financial products. They should be customized and not blindly followed. It is necessary to proceed from reality and conduct in-depth industry research. The design can solve the "pain points" of enterprises. "Solutions that reflect self-worth.
Classification of three supply chain finance models
In the past few years of practice, the difficulty of project implementation has become a common problem. As a result, the academic community has gained popularity. They have a series of "paper talk" theories and various offline conferences. of. Supply chain finance is divided into a mess, and business models are also described in various ways. I think supply chain finance is actually not that complicated. Everything has a basic attribute, and no matter how it changes, it remains true to its origins. No matter how it is divided, there must be a solid basis. The most authoritative one should be based on the classification of two risk control output methods, namely property rights and credit. "Confirmation warehouse" and "financing warehouse" are based on the control of property rights; "receivables and payables online factoring" and "white note" prepayment are based on the strong credit of core enterprises, so supply chain finance can be divided into two major categories, mainly There are four basic modes, each suitable for different scenarios and with their own characteristics.
1. Confirmed warehouse model
Financing enterprises apply for loans from commercial banks. Pay a loan deposit and sign a four-party agreement (commercial bank, both parties to the purchase and sale transaction and the third-party logistics supervision company). The seller will hand over the goods to the third-party logistics supervision company for safekeeping and transportation. Before the financing company settles the loan, the ownership of the goods Owned by commercial banks. For implementation cases, please refer to the practical operations of Xiangyu, Eternal Asia, and Bailian Logistics.
2. Financing warehouse model
Financing enterprises use inventory and other movable assets as pledge. Inventories are pledged to commercial banks and supervised by third-party logistics companies. The future sales amount of the inventory is used as the source of repayment. What financial institutions value is not the company's repayment ability, but the financing company's inventory.Liquidity, which is the future cash flow generated from inventory sales. For practical cases, please refer to the operations of Ruimaotong, SUMEC, and Zhejiang Materials.
3. Online factoring model of accounts receivable and payable
Financing enterprises The act of applying for financing business from a commercial bank using undue accounts receivable as collateral or source of repayment. This model is generally applicable to situations where the core enterprise is small at both ends. Since the upstream and downstream enterprises are weak and small, their funds are occupied by the core enterprise, their cash liquidity is poor, and they have strong financing needs. Through the accounts receivable and payable factoring model, upstream and downstream small and medium-sized enterprises can obtain future cash flow in advance and reduce the risk of upstream and downstream fund shortages. Haier Group, Yonghui Supermarket, and TCL can be used as references. "Yunxin", "Hongxin", "Yinxin" and "Rongxin" of several major central enterprises are also innovations under this model.
4. "White Tiao" advance payment model
The seller can rely on the financing company or Personal business credit is "IOU", that is, "shop first, pay later". There are two types of "Ii Tiao": credit payment and credit purchase. Credit payment is a payment made by a financial institution or a third party on behalf of the financier; credit purchase is a deferred payment applied with the seller. This model is widely used in e-commerce platforms and shopping malls, such as Ant, JD.com, Zhaogang.com, etc.
Four problems in supply chain finance
1. Serious homogeneity of products; standardization.
When I saw someone doing "reverse factoring", everyone immediately followed suit; when I heard someone did "electronic voucher", they followed suit again. ; Recently, the central bank has proposed “bill supply chain finance”, but most of them cannot keep up. Commercial banks have suffered losses in the previous "property rights" model for commodities; now they both love and fear the "credit" model, and it is difficult to decide whether to do it or not. Industrial companies and technology companies are highly efficient and have an online lending mindset. They have simply turned supply chain finance into a "standardized" loan-assisted product, recruited people who can't even read financial statements, and run corporate business across the country. Sales become purchases.
2. Lack of comprehensive and professional talents.
Although finance and technology contain the word technology, it is still finance after all! There should be financial personnel to design research plans, implement implementation with scientific and technological support, and coordinate implementation; resolutely avoid letting scientific and technological personnel design financial products and IT personnel train for industrial marketing! At present, many practitioners have insufficient knowledge of supply chain finance and can only stop at financing;Financing is not the purpose at all, financing is for payment, and payment is for the essence of settlement! If our thinking is limited to focusing on banks and "helping" core companies find money all over the world, that may be a wrong direction! Good companies and big companies are richer than we think, and they can make money more professionally and cheaper than you! What core enterprises really need are solutions that can solve pain points and problems! For example, major demands such as "off balance sheet", "triangular debt", market share, tax transfer, capital operation, etc.; if people who have previously done Internet P2P online lending are allowed to lead supply chain finance, it is inevitable that they will become "loan assistance"; they are all Internet Finance sounds the same, but in fact there is a lot of difference between To C and To B! There is also a strange phenomenon. Although some core enterprises have spent a lot of money to build platforms, their business volume just cannot increase. It is really useless! During this period, there were cognitive biases and marketing misinformation among platform operators, but the underlying reason is that the supply chain finance dominated by financial institutions, technology companies or core enterprises has very different starting points and positions!
3. The supply chain financial product chain is too short and lacks synergy.
According to the current level of science and technology, the core corporate claims are technically divisible, transferable and financing, and can completely replace bank acceptance bills and " Most of the functions of "domestic letter of credit", but most commercial banks and financial institutions generally only dare to do the upstream or downstream level of core enterprises, with few extensions and breakthroughs, and cannot give full play to the true effectiveness and value of supply chain finance. The good thing is that some payment companies are ahead of the curve, which is also hope!
Five trends and prospects of supply chain finance
My understanding of supply chain finance It is not just a financing tool. Financial institutions can use the big data service platform to learn more about the operating conditions of enterprises and give less money and more credit. However, this is not credit creation, but an innovative risk management model. In the future, it is entirely possible for supply chain finance to expand from "supply chain" to "ecosystem" and move towards a closed-loop trend:
1. Product diversification. The product is not a model, but can be innovatively derived based on different business scenarios, such as "financial leasing + supply chain finance", "factoring + supply chain finance", "guarantee + supply chain finance", "payment + supply chain finance", "insurance" + supply chain finance”, “finance company + supply chain finance”, etc.
2. Diversification of funding sources. The funding side has expanded from the original single bank to various licensed financial institutions, including supply chain financial asset securitization, supply chain financial industry funds, supply chain financial trust plans, factoring companies, payment companies, insurance companies, finance companies, etc. .
3. Extend and break through de-core. Although supply chain finance without the participation of core enterprises cannot be called supply chain finance! In the current situation, core enterprises are still the main body, so the biggest risk naturally comes from core enterprises! If company assets and personal property are further clearly separated in the future, and the creditor-debt relationship becomes clear enough for specific legislation to emerge, the core enterprise can be eliminated. Therefore, only by solving the problem of credit can it be circulated and liabilities can be reduced in a real sense, financial expenses can be reduced, and operating costs and risks can be reduced.
Judging from the functional characteristics of supply chain finance and the current economic and financial environment and business development, supply chain finance has a promising future and is a sunrise industry for many years to come. ; I look forward to the application and promotion of "smart contracts" and "digital currency" in supply chain finance, and believe that supply chain finance can eventually achieve "from finance to industry"!
Author: Deng Wanyong Shanghai Gancheng Business Consulting Co., Ltd.
『四』 are talking about blockchain 3.0, what is blockchain? What are the classifications and applications of the project?
Newton blockchain and Newton-based e-commerce
Newton is a community economic infrastructure that provides governance, collaboration, and incentives. Newton uses basic technology, protocol layer and application layer blockchain technology architecture to create a community economy managed by non-profit foundations, replacing the traditional economy managed by closed for-profit companies, and practicing "Everyone should start from economy" vision. Compared with traditional commerce, the community economy has greatly reduced transaction costs because there are no commercial intermediaries.
Newton’s first human-machine community composed of human and machine nodes can be calculated as NewForce according to the degree of contribution to the ecology, thereby obtaining corresponding NEW incentives based on the NewForce value, ensuring that economic beneficiaries cover service providers, consumers and other ecological participants. Newton has planned application scenarios such as chain merchant retail, supply chain, agriculture, public welfare, games, and self-financing to serve the real economy.
NewMall, the chain merchant retail platform that will be launched in 2019, is Newton’s first commercial application scenario. Compared with traditional e-commerce, on the chain merchant retail platform, participants including but not limited to shopping, browsing ads, promotions and other behaviors can receive NEW incentives. Participants own their own data to prevent the leakage of consumer information. For merchants, platform fees will be greatly reduced. Moreover, Newton is initiated by a non-profit organization. NewMall will not retain any platform fees as profits, and will incentivize participants in the form of NEW through various methods.
『五』Jingdong changes situation! After evaporating more than 40 billion yuan, where is the future of JD.
In 2018, after JD.com’s market value evaporated by more than 40 billion yuan from its highest point, its stock price shrunk toOne Pinduoduo. After encountering a series of "black swans", has JD.com fallen behind? Can the highlight moment be returned? What is the future of JD.com?
In 2018, we observed a series of stories about switching tracks.
In the field of home appliances, the color TV king TCL divested its color TV business, aiming at Samsung and benchmarking against BOE. Display panels have become TCL's core business.
Alibaba founded Pingtouge Semiconductor Company to focus on the chip field.
Huawei is developing a 5G Internet of Vehicles platform and wants to get a share of the autonomous driving industry chain.
Lei Jun said at Xiaomi’s annual meeting that he would launch a mobile phone + AIOT dual-engine strategy (artificial intelligence + Internet of Things platform) and invest more than 10 billion in five years. Xiaomi must abandon the theory of quick victory and fight a protracted war!
This year, Ma Huateng raised three famous questions - about new retail, about the industrial Internet, and about the death of ofo, which triggered deep thinking in the industry.
This year, Alibaba, Tencent, Internet, Xiaomi, and JD.com all adjusted their organizational structures.
Just on Monday, China’s blockbuster economic data for 2018 was released: GDP exceeded the 90 trillion mark, and GDP growth rate was 6.6%. He Lifeng, director of the National Development and Reform Commission, revealed a few days ago that in 2018, China's per capita GDP was close to US$10,000.
This series of trends all illustrate one thing: a new industrial cycle and consumption cycle are coming. With every iteration, many vested interests will be eliminated. When changing lanes to overtake, just because it was successful in the past does not mean it will be successful in the future. The stock price shrinking doesn't mean anything. During the transition period, the key to judge whether a company is lagging behind is whether its future strategic plan is in line with the new industry cycle, whether it has accurately grasped the general trend, and whether it can follow the trend; the test is for the company to learn from scratch and iterate quickly. ability.
So, in the new round of industrial cycle and consumption cycle, what kind of game is JD.com playing?
Xu Lei’s first show: The “slow era” of the e-commerce economy is coming
In the past few days, JD Mall, JD Digital, and JD Logistics have held their 2018 annual summary and commendation conferences.
At the annual meeting of JD.com, JD.com CEO Xu Lei said that the past year was the most dramatic year in the history of JD.com in terms of internal and external environment changes.
On December 21, 2018, Liu Qiangdong personally signed the organizational structure adjustment announcement of JD.com. As many as 10 senior executives will skip him and report directly to JD.com’s rotating CEO Xu Lei. report. The integration and reorganization of major businesses has determined the organizational model of the front, middle and back offices, which has led to the iteration of the vertically integrated organizational construction into a building-block front, middle and back office. Wang Xiaosong, Yan Xiaobing and Hu Shengli, the former presidents of the three major business groups, continue to hold important positions. At the same time, a group of executives with outstanding business capabilities have been promoted to heads of the middle and front offices.
ThisA company with a strong founder's DNA has entered a period of great change after experiencing rapid growth for more than ten years. Xu Lei said that the demographic dividend of the Internet and the dividend of online retail have disappeared, and "increment" has become difficult. In the saturated stock market, competition will be more brutal.
The most important signal revealed at the annual meeting is that Jingdong Mall must embrace four changes with customers as the center. The first one is to change from purely pursuing numbers to pursuing quality growth.
"Each of these four major changes is no less than a complete rewrite of the organization, especially large commercial organizations with more than 30,000 people. This process will be extremely painful." Xu Lei said.
More categories, higher product quality, faster delivery, more savings, and more... This was last year's Double 11. When Xu Lei summarized the 10 years of e-commerce, he said about the future of e-commerce A judgment on the direction of the business platform.
When the tide recedes, it does not mean that the e-commerce economy is dead, but that the period of stock competition is when the real masters compete. When the economy is growing at a rapid pace, the best strategy for companies is to expand; when the economy is slowing down, only by doing things well can they go further; when there is no increase, competition for existing products will become more intense; when competition for existing products is fierce, it will naturally force quality improvements.
Xu Lei’s words are a correct judgment on the “slow era” of the e-commerce economy, and he also adopts the most correct attitude.
Now is the peak period for buying New Year’s goods. You might as well do a small test. You can try it on several e-commerce platforms to see whose New Year’s goods are more comprehensive and high-quality, and whose express delivery service is faster and better. ?
What is the trump card of JD.com’s PK with Huawei, Alibaba and Tencent?
Ren Zhengfei said that to face the challenges of the future, everyone is looking for a way, but if you slowly look for it and can't find it, the pursuers will arrive.
This involves a key question: What are the variables that will determine China’s economic development in the next ten or twenty years?
Industrialization, urbanization, technological innovation?
In 2018, both Alibaba and Tencent made huge investments in the industrial Internet. In 2017, Alibaba Cloud Industrial Internet Platform was launched in Guangdong, aiming to deeply rebuild the ET industrial brain.
Alibaba is marching into the industrial Internet with its ET Industrial Brain. The reality is that many of China's industrial informatization levels are still in the 2.0 and 2.5 eras. Internet giants with C-end genes are entering the industrial Internet. The advancement speed will definitely not be as fast as the consumer Internet, and its complexity is far beyond imagination. If you are not careful, you may become a cloud seller, which is completely different from the original intention.
So what are the variables for JD.com’s future development?
At the JD Logistics 2019 Outlook Conference held on January 19, JD Logistics CEO Wang Zhenhui said that the logistics industry has ushered in the best era of development.
This does not mean that JD Logistics will open its business in 2018The revenue far exceeded the target, and the beautiful report card with a year-on-year growth of more than 100% means that the logistics industry has reached the best opportunity period in history.
In November 2018, at a State Council executive meeting, social capital was encouraged to participate in the construction of a modern logistics system to ensure that the ratio of total logistics costs to GDP in the whole society dropped significantly.
In 2017, China’s total social logistics costs reached 12.1 trillion, accounting for 14.6% of GDP. Although this value has dropped for five consecutive years, it is still twice that of developed countries. If it is reduced by 1 percentage point, it can bring trillions of new benefits.
On the one hand, through the reform of modern logistics and supply chain systems, we can promote cost reduction and efficiency improvement in the manufacturing industry and industrial upgrading. After the demographic dividend disappears, it is finally time for traditional industries to rely on efficiency dividends and rely on more refined and digitalized every business link to increase per capita output.
On the other hand, the construction of China's modern logistics system, which calls for extensive participation of social forces, will become a new social infrastructure like e-commerce, mobile payment, and cloud computing.
A new "railway, public infrastructure" construction is bound to start, but this is completely different from the previous government-led "4 trillion investment". Under the guidance of the market, society Logistics, a fragmented industry, needs to be highly centralized, and there needs to be a leader to integrate resources and drive down social logistics costs with a high degree of concentration and scale.
At this time, it is the best time for JD Logistics to enter social logistics and make itself bigger and stronger. Traditional e-commerce logistics is only 400 billion, while the scale of the entire social logistics is as high as 12 trillion. This is also the best battlefield for JD.com’s “Plan B”.
At the Global Intelligent Logistics Summit held in October last year, Wang Zhenhui said that those who control the supply chain will win the world in the future. In the next 5-10 years, JD Logistics will build a global smart supply chain infrastructure network (GSSC). Currently, it has established six major product systems: JD Supply Chain, JD Express, JD Cold Chain, JD Express, JD Cross-Border, and JD Cloud Warehouse. Provide comprehensive intelligent logistics solutions to the society.
Once this GSSC system is completed, it will become the core competitiveness of the entire JD Group.
In 2018, the total number of JD Logistics service customers exceeded 200,000, including nearly 100 customers with cooperation fees of over 100 million yuan and tens of millions of dollars; it also launched personal express delivery business; it obtained Hillhouse Capital, Sequoia, and Investment The largest single financing in China’s logistics industry totaling US$2.5 billion from several institutions including Bureau, Tencent, China Life, China Development Bank Fund of Funds, etc.; at the same time, JD Logistics has also invested intensively in more than 20 technology companies in the field of smart logistics.
In terms of overseas layout, JD.com has built the most advanced and complete intelligent warehousing and logistics center in Southeast Asia in Thailand; it has built the largest local e-commerce logistics network in Indonesia.
JD Logistics is currently valued at 85.2 billion yuan. It has quickly built a giant in 10 years, which truly proves that logistics is made by doing, not by blowing. China's logistics threshold is very low, but the water is very deep. Only by taking root deeply can we gain a firm foothold. This track is now filled with giants, such as SF Express, Cainiao, Gallup, Transfar, JD.com... 2019 will be a critical year for JD Logistics to deepen and widen its moat and make efforts in supply chain innovation.
Is it reliable to enter smart cities?
Smart cities are the inevitable result of urbanization and are also regarded as one of the new social infrastructures.
What is the planning scale of the entire smart city? Rough statistics: 4 trillion! Construction investment is 600 billion! More than 500 cities across the country are building smart cities.
Why are smart cities so popular? Because it integrates almost all the most advanced technologies at present, such as the Internet of Things, 5G, artificial intelligence, cloud computing, and blockchain... If you don't grab the technological dividends and policy dividends here, where else will you go?
On this track, almost all Internet giants are present. Alibaba and Tencent have at least faced off head-on in cities such as Shanghai, Chongqing, and Xiongan. Now, in the Hainan Free Trade Zone, which has received intensive bombings from national policy dividends, the two companies have met again.
JD.com entered the smart city field late, but it is moving very quickly. Its core capability is urban computing. In February 2018, JD.com established the Urban Computing Division and invited Zheng Yu, who has worked in the urban computing business at Microsoft Research Asia for 12 years, to take charge of this new department.
We can think of JD City as a startup company and see how fast it grows -
Based on the big data and "city operating system" of JD City Computing Platform With AI capabilities, JD City is providing smart city solutions in seven major fields: transportation, planning, environmental protection, energy, city credit, public safety, and e-government for more than 30 cities including Beijing, Shanghai, Guangzhou, Xiongan, Nanjing, and Chengdu. .
In this "super market", there are tough battles everywhere. In terms of target selection, Jingdong City went straight to the new first-tier cities where major manufacturers are fiercely competing; in terms of construction model, it launched not only "single product hits" such as the "Credit City" in Fuzhou's Three Lanes and Seven Alleys, but also "chimneys" such as Suqian. "Renovation" model, and the "top-level design" model of Xiongan.
JD City has also assembled a JD Smart City Research Institute, led by Pan Yunhe, an academician of the Chinese Academy of Engineering, with a super lineup of academicians to accelerate the efficiency and speed of industry, academia and research.
This rapidly growing business segment is now under JD Digital, but in terms of organizational structure, JD City has integrated the entire JD Group’s e-commerce, logistics big data, cloud computing, artificial intelligence, etc. Technical advantages, it belongs to the first-level business division within the group,The importance of its strategic position is evident from this.
JD Digits, which has assumed the important task of upgrading JD’s strategy, achieved profitability in 2018, and its revenue structure has undergone fundamental changes. Its technology service revenue has tripled compared with 2017. JD Digits has completed Series B financing, with the company’s valuation exceeding 130 billion.
In September 2018, JD Finance changed its name to JD Digits, emphasizing technology output and focusing on digital technology services. Chen Shengqiang, CEO of JD Digits, said that JD Digits will eventually form systematic financial technology capabilities and industrial digitalization capabilities, which will be JD Digits’ core capabilities.
Technology has been raised to unprecedented heights on JD.com. At JD.com’s 2017 annual meeting, Liu Qiangdong clearly stated: “JD.com will only have three things in the next 12 years: Technology! Technology! Technology!” The third quarter financial report of 2018 showed that JD.com invested 3.45 billion yuan in technology research and development, a year-on-year increase of more than 96%. The investment in technology research and development in the first three quarters of 2018 was 8.64 billion yuan, which has exceeded the 6.65 billion yuan in the whole of 2017.
In 2019, financial technology with blockchain and artificial intelligence as its core will become more mature, which also lays the underlying logic for the explosive growth of JD Digits.
From Liu Qiangdong to Xu Lei, changes are inevitable. How to deal with the huge changes in the industry in the future and how to break out from the crowd, let us wait and see.
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