"Double 11" Business Pactions Reappear "Qian Jingsu Ning Yun" O2O Shopping Festival

< p > < strong > development of electricity supplier has become the trend of the times < /strong > < /p >

< p > < < a href= > //www.sjfzxm.com/ > > double 11 < /a > has aroused great concern from all walks of life since 2012.

In 2012, Tmall announced that Alipay's total sales volume of "double 11" sales reached 19 billion 100 million yuan, of which Tmall was 13 billion 200 million yuan and Taobao 5 billion 900 million yuan.

It is the figure of 19 billion 100 million yuan that stimulates the nerves of all parties.

A simple comparison can be made here. There are many shopping malls in Wangfujing (600859, closing price of 24.82 yuan), and the total operating income in 2012 is less than 19 billion yuan.

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< p > if last year's "double 11" is Taobao's festival, then this year's "double 11" is the collective Carnival of the entire electricity supplier industry.

In addition to Taobao, suning.com, Jingdong mall, Amazon and other business tycoons have also raised the banner of "double 11" promotion, and launched a wide range of promotional activities.

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< p > analysts believe that with the recognition of e-commerce by all sectors of society, and all businesses in the early stages of their efforts to publicize the momentum, this year's "double 11" is likely to create a stunning result.

The prospects of the listed companies are also expected.

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< p > a brokers analyst said that at present, we have a high degree of concern for the "double 11". At present, the consensus among the parties is that the platform, strong brands and logistics warehousing are likely to become the areas of concern.

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< p > it is worth noting that the third China listed company leaders summit will be held in Chengdu from November 28th to 30, and the top executives of nearly 200 listed companies, such as Bo Rui communication, vehicle network interconnection and LETV, will be present. In November 29th, the participants will deeply explore the hot issues of the capital market.

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< p > < strong > Su Ning Yun Shang lift "O2O Shopping Festival" < /strong > /p >

< p > reporter noted that as Su Ningyun href= ("//www.sjfzxm.com/" > electricity supplier < /a > enterprise representative), Mr. Su Ningyun (002024, closing price 10.71 yuan) launched "4 days, 4 nights, super 0 yuan purchase" activities from November 8th to 11, also known as "the first O2O Shopping Festival".

Insiders expect that the first O2O Shopping Festival will bring 10 billion yuan sales scale to Suning.

Similarly, as an electricity supplier enterprise, Gao Hong shares (000851, closing price of 9.72 yuan) performance is also worth looking forward to.

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< p > at the same time, some analysts said that as a result of the "double 11" period, a large number of users will complete the paction through Taobao network and Tmall network. At that time, huge amounts of funds will be deposited in the Alipay account, while < /p >

< p > Inner Mongolia Jun Zheng (601216, closing price 11.70 yuan) < /p >

< p > is one of the shares of "balance treasure".

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< p > < strong > strong brands will welcome sales frenzy < /strong > /p >

The consumption effect of "P 11" brings the market full expectation for the major consumer goods manufacturers.

It is obvious that the products with strong brands are the first to bear the brunt. After the electricity supplier has saved the channel fees of the intermediate links, the manufacturers have the pricing power under the action of the strong brands, and the sales volume and profits are expected to increase simultaneously.

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< p > according to last year's a href= "//www.sjfzxm.com/" > Taobao net < /a > in the "double 11" public display, including seven wolves (002029, closing price 7.70 yuan), nine Mu Wang (601566, closing price 12.30 yuan), Luo Lai home textile (002293, closing price 21.18 yuan) and other garment enterprises all hit a single day sales volume.

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< p > not only clothing, but also other products such as cosmetics, daily chemical products, household appliances and so on.

Leading enterprises in these industries such as Shanghai Jahwa (600315, closing price of 41.07 yuan), Guangzhou wave (000523, closing price 7.95 yuan), Qingdao Haier (600690, closing price 14.81 yuan) will also usher in a sales boom.

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< p > < strong > logistics warehousing is still "pressure mountain" < /strong > /p >

< p > reporter noted that, last year, "double 11" sales sparked concern among all parties, and logistics problems were also criticized. Many express products appeared "burst warehouse", resulting in goods being unable to deliver in time.

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< p > according to the November 5th report of the people's daily, Wang Feng, director of the market supervision department of the State Post Office, said in an online interview with the state post office that it is expected that during the "double 11" period this year, especially in the 11 to 16 days of Online shopping, the express industry will handle more than 323 million express pactions.

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< p > what needs to be pointed out is that since China Post Express has not yet been listed, A share market has not made express as the main business temporarily, but some companies also have such a concept of subject matter.

The red flag chain (002697, closing price 10.27 yuan) and SF EXPRESS Sichuan branch signed a strategic cooperation agreement in November 7th. The two sides announced that from now on, the first batch of 100 stores in Hongqi chain has opened the express delivery business. Before that, Hongqi chain has signed strategic cooperation agreement with Sichuan post Express Logistics Co., Ltd.

In addition, Xin Ning logistics (300013, closing price of 16.51 yuan) has attracted much attention because of its third party logistics services.

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