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The future of O2O is seen from 2014 Ali Ali 11 transaction volume of 57.1 billion

When the number of large screens was fixed at 57,100 million, the Ali Twins 11 Shopping Fest was successfully concluded in 2014. Of the total sales of 57.1 billion, the wireless side contributed 24.3 billion, accounting for 42.6%. Last year, the wireless share accounted for 15.3%, and the growth rate was almost double. This is a group of surprising and intriguing figures. What does it mean that China's business model will change?


This year, the Double 11 again broke Ali's record. Compared with the transaction volume of 35.1 billion last year, it was not a big increase. However, the growth rate of the wireless terminal shows a problem: The spring of O2O is really coming.


In addition to taxis and car rentals, O2O life services have been in an embryonic stage. Why isn’t even the BAT Group breaking the last layer? The general reason is that the base of mobile payment users is not enough, and the habit of users shopping with mobile terminals has not been cultivated yet. After the promotion of WeChat red packets and subsidized taxis for one year, the number of mobile payment users has grown explosively. This has created an amazing performance of the dual 11 wireless terminal this year. Mobile payment is also the most critical node in O2O closed loop. For small and medium micro businesses, the formation of mobile payment user habits makes the offline shop no longer an online e-commerce experience shop, but an e-commerce shopping place. Take the apparel industry, offline stores have been plagued by the curse of “e-commerce experience shops” in recent years. If these small and medium-sized businesses have their own O2O stores, users can learn about the choices and customizations online. Re-experiencing payment collection under the line, so as to avoid the disadvantages caused by the lack of a sense of reality in traditional e-commerce. The online O2O online mall solved this problem first, and as many as 260,000 small and medium micro businesses are using it.


Promotional e-commerce is not rational consumption. Ali is thriving, not spring. This kind of convergent shopping is not what the market needs, and it even disrupts the pace of market regulation. Only a hundred flowers can make China's business climate spring. Full of gardens. The development of history has a certain degree of inevitability, and O2O is the regulator of the changes in the commercial shape of the Internet. The mobile payment user base has begun to take shape, which will directly affect the future of O2O. This influence plays an active role in promoting the development of O2O. The capital market has also favored O2O projects in the past year. The beaver home Nail O2O founded by Diye Mengwa had a valuation of 1 billion yuan and invested for only half a year. The Rongchang e-bag wash received Tencent’s A-round investment of US$20 million in the previous day, and Interconnect Online also recently completed tens of millions of dollars. The B round of financing, four company joint ventures optimistic about the future of O2O.


When everything is at peace, when consumption becomes rational, next year, Ali Shuang 11 will not grow too much, and the wireless side will continue to climb, or next year will have an important role of "O2O". Regardless of the current Internet giant's mergers and acquisitions, or the consumer's consumption habits, O2O's "dividend" era is coming. Whoever understands the future trend, who is the dark horse of the O2O industry? let us wait and see.

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