Production | Tiger Sniff Business Group
Author | Fang Yu Tiger Sniffing Masterpiece
Title map | Respondents provide
Looking back at the past 2019, live streaming is becoming the hottest topic in the industry. 2019 is also known as the first year of live broadcasting. Why is the live broadcast so hot? One of the reasons is that after more than ten years of rapid growth in e-commerce, the traffic dividend has begun to peak. The cost of new users is getting higher and higher. Therefore, the form of live broadcast can not help but let people shine, the entire e-commerce circle seems to see a new growth channel.
The potential of live e-commerce is undeniable, but we cannot judge that the growth dividend of the e-commerce industry has disappeared. In particular, when China’s e-commerce has developed a huge ecosystem, this sharing of dividends actually has a spillover effect and a “out of circle” process. Just as stones are thrown into the water, the ripples will rise from near to far.
In the last week of 2019, there was a sudden news in the logistics circle that JD Logistics may be considering an IPO. According to Reuters, according to Reuters news, two people familiar with the matter revealed that JD Logistics has made preliminary contact with the bank on a potential initial public offering (IPO) to prepare for a $ 8 billion to $ 10 billion funding plan. For the second half of 2020, the listing place may be Hong Kong, China or New York, USA. Of course, JD.com’s official caliber is unconvinced.
There are a few intriguing things about this news:
First, the first wave of dividends for e-commerce logistics should belong to private express delivery. Six consecutive express delivery companies have appeared in China and the US capital market. This is unprecedented. So, after the six major courier listings, there are still opportunities for e-commerce logistics?
Second, JD Logistics has previously been disclosed for many years of losses, and just announced a single quarter profit in 2019. In the current economic cycle, can it be listed so soon?
Third, of course, there can be a third question. Hou Yi, the founder of Hema Xiansheng, once said that the direction of JD Logistics was wrong. Really?
Unpacking these questions and searching for answers one by one, we may be able to see the true trend of the development of the e-commerce logistics industry in the future.