The 2011 investment and financing of China's e-commerce market research report released a few days ago. The report according to the 2011 total e-commerce market investment and financing in China for the first time more than 20 billion yuan. Regardless of the threshold is the number of investment events, investments, is the total amount of investment is also a record high, levels of capital markets activity is well over the years. 2011 disclosed China's e-commerce investment events a total of 95, an increase of over 50%.
2011 finance five feature report shows that last year financed mainly five features of e-commerce: one is the size of the Pan, financing sustainable enough. Case of investment and financing transactions in the first half, second half size in terms of company size also has different levels on the number is the amount of reduction. Jingdong Mall, Shanghai steel in the first half, where net is representative of a large e-commerce business financing success, causing unprecedented attention to the e-commerce market in the capital market. Second half of single high finance are more rare on the financed amount. To where the customer Eslite as the representative of a large e-commerce giants in November last year is only a 230 million dollar financing, Jingdong Mall compared to us $ 1 billion of financing in the first half, decline.
II investment and financing market is complex, wait-and-see mood worse. 2011 international complex environment as a whole: throughout the whole year the European debt crisis; domestic downside risks to the economy increase; a-shares fell, weakened finance function; small and medium enterprises tide of failure occurs, capital chain tension. E-commerce business most of the losses, and rendered into as many losses as possible much embarrassment. These bad outbreak in concentration in the second half, adding to a wait-and-see mood in the market for e-commerce in the capital market.
Third, VC value market share, frequent price war. 2011 competition between enterprises and further strengthened, many e-commerce on price, like dangdang, Jingdong Mall, suning, GOME, Fanke etc. Price war to gain more market share to attract investor attention, this kind of "marketing-for-loss" approach to risk the seeds of greater losses.
Four are tightening financial chain, listed intentions strong abroad. New e-commerce represented by group enterprises through financing, money, finance, headhunting, jumped, and then cut again after all the turmoil of operating from its heyday to nose dive, represented has to handle huge losses net of enterprises to sustain. Successfully listed and group-originator of Groupon, ignited hopes of buying companies with foreign listings to survive, created to handle network, represented by small pit group enterprise queue listing.
Five B2C valuations rise too rapidly, investment bubbles. 2011 B2C businesses access financing accounted for a full e-commerce 75% per cent of total financing. Several large financing in B2C business, such as a $ 1 billion financing of Jingdong Mall, Amoy NET 200 million Yuan financing, show nets $ 100 million financing of $ 230 million in financing, where the customer Eslite, all concentrated in the areas of B2C.
Financing markets this year promising e-commerce this year five will appear in the field of investment and financing trends: trends, has the potential for new electricity commodity capital of all ages. As a wave of investment poured into a wave of e-commerce, coupled with the large business category operating mode of propulsion, brand ushered in the development of new opportunities, increasing attention and favor by investors. In 2011, and many VC investment at the base of Taobao network brand, such as wheat bags have secondary financing, Ou Lainuo, times and attention, Hernan Crespo and simple fashion, Korean yishe have access to finance. Although most of the merchandise is a round of financing, but with the capital mining depth for excellent products enterprise, some companies will have access to capital investment for the second time.
Trend II, e-commerce outsourcing service provider to be an excellent investment. Based on the monitoring data of China's e-Commerce Research Center showed that number of e-commerce outsourcing service providers access to finance, such as product technology, Zun Bao, 1858 networks. In this regard, China e-Commerce Research Center Assistant analyst Zhou Xiang is expected, this part of peripheral businesses will have greater room for growth, participants in diverse and complex e-commerce market, a sharp market competition will have to be a professional team providing services. Business outsourcing services companies, this is an opportunity, at the same time, capital, also contains the new nuggets.
Trend III, "light" storage mode of enterprise merger and acquisition activity will be increased. Some large Internet companies such as Gala, Tencent in China, Sohu, Sina, and so do not form their own line of business, face the coming of age of Internet commerce, and large Internet companies need layout market. But some of the warehouse facing the e-commerce business on the one hand the extrusion of large enterprises, on the other hand requires a commitment of funds of large, to this end, subdivision layout aspects of a business, some light storage modes such as travel, air tickets, insurance and other enterprises, will become one of the main objectives of its investments or acquisitions.
Trends IV, social e-commerce will continue to attract capital involvement. As the Face-book, a number of social networking sites since the high valuations, concerns social e-commerce get more and more capital. Social networks as media attributes of the show, has become the main circulation flow channels. At present, the established shops on e-business through social networking sites, user can shop directly on the social networking site. Social networks are expected to become one of the main channels of the future shopping.
Five trends, mobile e-commerce enterprises are now investing in gold. Mobile Commerce mobile e-commerce enterprises the capital ahead of the layout direction, although long, China Mobile, the industry generally believe that there is a difference between Internet and the Internet, the development road of exploring the features you want. However, the commercial nature of the Internet and mobile Internet in China there is a similarity, this similarity makes "two Web" traces the development path to follow. To do this, presumably, after entertainment investment boom, the next wave of mobile Internet investment will focus on areas of business.
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