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Chapter 455 [Another foreign investment? 】

The biggest problem for major manufacturing companies now is overcapacity and diminishing marginal benefits. However, an Internet celebrity anchor has gathered a large number of fans, further subdivided into various fields, and has accurate product positioning. Now that big data is so developed,

With all the conditions and hardware in place, next year will definitely be a hot year for Internet celebrity anchors.

The rise in the status of internet celebrity anchors is the result of the extreme involution of manufacturing companies. Many smaller companies are humbled by internet celebrity anchors in order to sell their goods. In this environment of extreme involution,

If traffic is king, capital will lick it, because traffic is almost equal to money.

From time to time, big hot topics will break out and attract the attention of the whole people. For example, a star will make a scandal, and netizens will be very happy to eat it. However, this is all the result of capital's promotion of creating hot topics and generating huge traffic.

"It's too far away..." Lu Ming took back the extended topic, thought for a while and then said: "Since the foreign capital has withdrawn, there is nothing to worry about. By the way, I want to make them angry again and let them know that the loss of Pinduoduo is

What a huge loss.”

Angry foreign capital is secondary. Lu Ming's real purpose is to use this to suppress Jingdong and Ali, these e-commerce giants, are good at harvesting Chinese people's leeks. Tiansheng Capital's diving funds are still short-selling.

Huge profits have been made so far.

But it is not enough. For example, it is definitely not enough for Jingdong’s stock price to drop from 50 US dollars to the current 36 US dollars. Lu Ming plans to create a larger short position to further vent his anger and hit a target price of less than 20 US dollars. At this time, there are many long and short positions.

Switch, after taking the profits from the short position, open a long position anyway.

Lu Ming's current influence in the global financial market should not be underestimated. Although it is unlikely to be as exaggerated as in China, Lu Ming believes that investors in the US stock market who are at least the subject of Zhonggai stocks must pay attention to Tiansheng

capital.

Han Qiulin couldn't help but said: "What kind of Qi method?"

Hearing this, Lu Ming smiled and said concisely: "Just use your mobile phone to record a video of the afternoon tea chat and publish it on the company's official website."

As long as it is released, the major media will naturally quote the report, and the influence is there. Moreover, the traffic of Tiansheng Capital’s official website is also very huge. The reason is that many people will open the official website to look at the Tiansheng Composite Index and Tiansheng Shenzhen 100 Index.

, Tiansheng Shang50 Index and Tiansheng Small and Medium Enterprises 300 Index.

Although these major indices compiled by Tiansheng Capital can now be viewed on all major market software, many people feel that third-party market software is delayed and Tiansheng's official website will be faster.

I didn’t make much money, but there were quite a few investors who had high requirements for these software and hardware.

Han Qiulin immediately found a stand, then opened the video recording software on her smartphone and did a simple operation.

"Okay!"

Lu Ming put down the materials in his hand, came out of his desk, and sat down on the sofa in the office rest area. The camera of his mobile phone also focused on the sofa, and Lu Ming was clearly in the lens.

After roughly communicating with Han Qiulin for a while, she made a guest appearance as a reporter in this video recording. However, she would only speak her voice in this video but not her appearance. Otherwise, the crowd would definitely focus their attention and focus on

Regarding Han Qiulin, it further extends to the gossip between Brother Yi and the beautiful assistant, which goes against the original purpose of Brother Yi recording this video.

Finally, Han Qiulin, who was outside the camera, said: "Brother Lu, do you think Pinduoduo's rise was able to rise out of the cracks of e-commerce giants like Ali Jingdong? Where is its core competitiveness?"

After Han Qiulin finished asking questions, her business was basically gone.

After a while, Lu Ming, who was sitting on the sofa, immediately began to say: "To put aside the conclusion first, the answer to Duoduo's core competitiveness lies in supply chain placement. But to deconstruct this problem, we need to expand a little further."

"Actually, I have been saying that the development paths of many online retails are essentially the same as those of traditional commercial retails back then. They are just realized through isomorphic Internet means and become more convenient and faster, but in terms of business essence, they are the same."

"With today's Internet, we will find that all we need is misplaced competition. Of course, there was no misaligned competition in the early stages of the Internet. At that time, it was simply to move offline shopping online. At that time, the Internet was still a pure tool.

There aren’t as many frivolous operations as there are now.”

"Extending it further is the same as the traditional offline supermarket model. In the end, you must segment it on the to-C side. You need to obtain a large number of users and segment them. Each one needs its own precise positioning.

In the end, in order to gain a larger market share, they will inevitably form crossovers with other peers. What will follow is homogeneous competition, followed by a wave of large-scale mergers and acquisitions, and eventually the corresponding oligopoly and monopoly will be formed. This is such a process.

That’s all.”

"But this process is not static. The essence is actually changing. At this time, customers have formed corresponding stickiness. For example, if you are used to it on Jingdong, Dabao, Pinduoduo or other shopping platforms, you will basically get used to it.

People will shop on this platform, which means that the sales and retail links are no longer the top priority. What is more important than sales and retail is the supply chain link."

"At this time, you will find that whether it is Jingdong, Pinduoduo or Ali, they are now extending to the supply chain link, extending from the warehousing link, and even starting to sink into more subdivided areas."

"The rise of Pinduoduo must have its own characteristics in being able to carve out a niche in the e-commerce giant landscape at that time. To summarize at a high level, to put it bluntly, what Pinduoduo does is segmentation. Next

Sink to the C-end and make things cheaper.”

"Because I am big enough, I have enough sales volume, so I will go to the source and bypass all the brands. My goods will go directly to the source. I will reduce all intermediate costs through my own logistics and distribution.

I'll control the quality."

At this point, Lu Ming paused for a while and continued after drinking a cup of tea: "But although my price is low, it does not mean that it is cheap. I am ensuring the same quality and keeping the cost down. I have control over the variety of goods.

Not only does it eliminate the cost of intermediate links, it also eliminates the brand premium."

"You said an LV bag, if you tear off the brand label, how much is the product itself worth? Pinduoduo means I remove this part of the brand premium from it. Everyone can carry an LV bag, and maybe the quality is better than the so-called

The official LV bag is harder."

"At the same time, when consumers of Pinduoduo grasp this type of product, they will only buy things from Pinduoduo if they really have no brand tendency. Therefore, when consumers are shopping for a large number of daily necessities, as long as they do not have a strong orientation toward the brand, they will buy them from Pinduoduo.

Buy this thing on Pinduoduo, it’s very affordable.”

"Then this formed a misplaced competition at the time, using the supply chain to ensure that the price was low enough. Behind this high quality and low price is a complete supply chain. Only the more complete the supply chain and the lower the cost can you provide high quality and low price products.

And services, consumers won’t pay for a larger intangible premium.”

"So why did I give Pinduoduo the idea to develop in this direction? Of course, in the end, you will find that the real hard power of these giants is not marketing, nor how to bundle the C-side, nor how to provide users with

With subsidies, anyone can learn these things.”

"The real hard power is the core supply chain link. Do you have enough warehousing, logistics and transportation? Because after all, this is essentially a buying and selling behavior. Although it is completed through the Internet, you must have the entire offline supply chain distribution link.

Complete, otherwise simply being an Internet platform will be very rigid. I am a user and I come to your platform to buy this thing. In the end, I want this thing to be able to be seen, touched and opened, and the delivery speed is also high.

It’s fast, it’s great, it’s the experience.”




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