Taiping Bird Abandoning Jingdong To Switch To Ali, Intensified Competition For Dress

Since August,

,

,

Wait for 44 families

Jingdong has been evacuated.

In the evening of September 20th, the Pacific bird announced that it had already reached the new retail strategy cooperation with Ali's Tmall.

In the future, the two sides intend to cooperate in brand building, big data application, consumer operation, online and offline full channel integration and international market development.

Ningbo Taiping bird fashion apparel Limited by Share Ltd (603877.SH, hereinafter referred to as the Pacific bird) hopes that through this cooperation, in 2020 to achieve online and offline retail sales (refers to the pre retail sales) of each billion billion target.

Today, the Pacific bird receives 28.81 yuan, up 1.12% from the previous trading day, and its market value is 13 billion 856 million yuan.

In the announcement, Taiping bird expects its online retail sales to reach 3 billion yuan in 2017.

In 2014-2016 years, the retail sales of Taiping bird online (net sales after return) were 696 million yuan, 1 billion 111 million yuan and 1 billion 598 million yuan respectively.

Founded in 1989, Taiping bird is a retail oriented multi brand fashion apparel company, ranking the top 10 in the apparel industry in China and listed on the Shanghai stock exchange in January 9, 2017.

In 2016, Taiping bird's operating income was 6 billion 320 million yuan, and its net profit was 421 million yuan.

Reporters have been officially confirmed by the Jingdong. Since August, 44 clothing brands such as Taiping, Jiangnan Buyi and Han dresses have been evacuated from Jingdong, including 27 women's clothing brands, 7 men's wear brands, 7 children's wear and 3 underwear.

In response, a senior industry analyst told financial reporters that in addition to 600398.SH and Taiping bird, there will be a large number of leading apparel enterprises in the future to reach strategic cooperation with NYSE:BABA.

This is because Ali's online traffic growth has slowed down. In order to further increase the volume of the traffic plate, we must integrate the flow of online and offline traffic.

And Ali's usual practice is, "who will cooperate with me first, I will tilt the resources to whom."

The Soochow Securities Research Report shows that after the adaptation stage of the great development of the electricity supplier, the apparel brand under the line has shown a strong growth force relative to the pure online brand by virtue of its marketing and supply chain advantages.

In addition to the Pacific bird, Semir (002563, SZ), Anta (02020.HK), and seven wolves (002029.SZ) and other brands of e-commerce business has increased by more than 40%.

In September 1st, Hai Lan's home has officially signed a cooperation agreement with ALI. The cooperation includes Tmall and Ali related platforms, which support the brand of Hai Lan's home to sustain a large number of potential customers and provide support to enhance the brand influence. The agreement is valid from August 30, 2017 to December 31, 2019.

"From the perspective of traffic and paction volume, Ali and Jingdong are not yet an order of magnitude, and enterprises will naturally lean towards Ali."

The analyst further said.

According to the research report released by GF Securities in August 21st, the number of active users in Ali is 466 million and Jingdong is 258 million.

Today, the Tmall platform has brought together 1.2 000 international brands and 8.9 brand flagship stores. Ali's attraction to customers mainly comes from Taobao's commodity richness and quality shopping experience.

The competitive advantage of Jingdong is mainly from the upgrading of partners. Tencent, Baidu, and today's headlines have opened a level traffic entry for Jingdong, and WAL-MART and Jingdong have collaborated with him.

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