Li Chengdong: Current Situation And Future Of Clothing Business

Let me first take the first point, 50% in five years. clothing From the online point of view, mainly because you can see that China's total retail sales growth is very fast, and the opportunities under the line are still very large. Besides the big cities themselves mature, the potential of the three or four line cities is also very large. At present, your energy is still put online, the actual online and offline development is synchronous, which will cause a lot of enterprises to miss some opportunities, but I think we should pay attention to some other data behind this data. If you finish offline, you will find that there is no chance online or offline.

Chinese people are very sensitive to prices. Americans are not so sensitive. Chinese people can spend on the Internet, the growth rate is 51.51%. I asked STO's director, including the delivery volume of logistics, increased by 60%, because the third party announcement is data of some industries, it is not very accurate, the package is very real, the growth rate is about 65%, and the growth rate is expected to increase by 50% in the future. Why is it so fast? Why is it so simple? Internet E-commerce is still in the initial stage, penetration is relatively low, the United States has 2.34 billion internet, online shopping users are about 180 million, the growth rate of the United States is very slow, China is not the same, the entire network users are growing rapidly, Ma Yun explains that it is possible to do one trillion in the year.

The second is Investment The acceleration is now a problem with online shopping, because the infrastructure can not keep up with the user experience, so Ma Yun actually did not invest in the basic line of the line, or the third party logistics was investing in it. Last year, the whole investment was 199 investments. The total amount was 6 billion 300 million dollars, which was only 4 billion 600 million dollars in 2011. The whole industry investment is accelerating. In the coming years, the government is also involved. The whole industry is still in the stage of rapid growth, which is much faster than you think. It will not stop if you hear some cold winter, and the investment will continue.

Amoy brand is also an opportunity, you can see the United States, the United States is not the same as the domestic, we feel that is an opportunity, the United States in 2010, B2C, of which 50 of which 10 are clothing, the 10 are all traditional enterprises, Vitoria and so on are offline traditional brands. Why is China better than the United States? Because the American clothing is not the biggest. On the contrary, the 3C ratio is relatively large. It may be fourth higher in the US and higher in the country. Basically, they are all Internet brands in China. brand On the contrary, a little less, it has something to do with our traditional enterprises' consciousness rather late, or even a rejection mentality. A camel made by a well done business school in the past year was about 4 or 50 million last year. This year, the business school started. After that, the whole strategy was adjusted. The growth rate was very fast. It was very fast. This year's online business was over three hundred million. In October, they had five stores, and more than 10 million of each shop, which exceeded 50 million. Camels do very fast, the proportion of next year will be higher. Next year, the proportion of 30 and 40% will be mentioned. Another case will conflict with the channel. Japan UNIQLO started 09 years ago, and soon reached the proportion.

I think it's not just a channel problem. If it's just a channel problem, there's no need to make an electronic business. Because this technology development is very different. At present, some young people are very fond of things on the Internet. By looking at other people's recommendation, buying on line, doing deep marketing, some people don't know if they don't contact. In addition, it is testing new products, especially thousands of brands, the first thing is, which item I choose to shop, and the goods will not sell well. There will be a problem of not selling. This year, PEAK and the United States have higher inventory. You don't know what consumers like to buy, and design three times ahead of time. In fact, it's hard for you to grasp the design so fast. The online cycle is three weeks and two weeks. Online testing is very fast. When you hang up to the Internet, consumers will go to buy and spot it, and then you can quickly test it, and then you can reduce the unknown risk in large quantities.