Guangdong Fears That More Than 1800 Tmall Businesses Will Stop Signing Contracts.

After a strong impact on the manufacturing sector, the electricity supplier has been shaving to the real estate industry. Xiao Li, Vanke's gold medals and secretaries, has also made a high-profile message from Vanke to the real estate business company.

At today's 2014 annual meeting of the commercial real estate industry, many industry insiders admitted that the development of the current electricity supplier is facing more and more challenges in the late stage of commercial real estate supply. The traditional commercial real estate developers should increase their integration with the electricity providers and integrate the 020 modes of online and offline businesses.

From China Federation of buyers

Guo Zengli, director of the development committee, revealed that in recent two years, China's business has been suffering from electricity supplier phobia.

The latest data show that there are more than 1800 Tmall electric companies in Guangdong.

Public data show that China's commercial real estate supply is huge. As of the end of 2013, 3450 shopping centers opened in the country, and in 2015, the number of commercial complexes is expected to exceed 4700. The scale of commercial complexes is 240 million square meters.

The average annual growth rate of shopping centers is over 32%.

It is reported that in the first half of 2014, 176 shopping centers were developed and 27 million square meters in 2015.

In 2015, it is estimated that the total number of shopping centers in the country will exceed 1.

It is worth noting that the distribution of shopping centers is seriously unbalanced, with 83.5% of the first tier cities. The main battlefield of shopping centers is still in the second tier cities, and a second tier city has been or will be saturated or even surplus.

Cai Yun, Secretary General of the China Real Estate Association's commercial real estate Specialized Committee, believes that the overall market is facing excessive worries. The volume of the second tier cities is 18% higher than that of the first tier cities, resulting in obvious investment difficulties and high vacancy rates.

In the past, the traditional department stores, main stores and supermarkets were the main investment objects for shopping centers. However, whether the development enterprises or retail enterprises are good, traditional shopping centers can not promote the development of shopping centers.

But Guo Zengli said that this year, 57 billion 100 million of double 11 Tmall made Chinese business get electricity supplier phobia, but in fact, in the background of frequent shop closes, the electricity supplier days are not necessarily better than the real business.

According to the above sources, in December 31, 2013, the number of sellers of Tmall was 93356, and by January 1, 2014, the number of new signings has decreased by 7216.

According to the latest figures, more than 1800 enterprises in Guangdong also have to stop signing contracts.

"The pressure of disorderly competition in China's current market is very great. Companies that want to do business need to learn more about Internet thinking rather than enlarge the impact of e-commerce on real business to the limit."

Guo Zengli said, now O2O has entered the mobile terminal era, which means the development strategy of O2O which may rely on physical business.

Ma Canxing, deputy general manager of Foshan Linshi wood industry, said that regardless of external economic pressure, the online shopping crowd continues to rise, and the market share of the electricity supplier continues to grow. The share is still relatively small from the overall business perspective.

Take the furniture industry as an example, the profit margin of the electricity supplier industry is 40-50%, but how much money can be made is very small. For electric business enterprises, the increase in inventory, warehousing and manpower costs is not a big problem in the electricity supplier industry. The biggest problem is the logistics, distribution and installation services.

"For example, furniture distribution, especially large products, is generally a 50% high rate of pit damage."

Ma Canxing said, generally speaking, online shopping logistics will be distributed free of charge to some provinces and cities, and the cost of warehouse will usually be controlled at 25-35%, otherwise it will be difficult to make profits.

Tmall is relatively conservative this year, worried about logistics explosion.

Yang Chuang, general manager of the new industry trend Department of Huachang securities, admitted that now the traditional commercial real estate developers or developers are in fact collective anxiety. The problems and logic are all in the past era. They are still discussing the integration of commercial real estate. For commercial real estate developers, they should truly experience a shopping experience and shopping experience, and the core is to create a very strong team under the line.

But it's easier said than done.