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Can JD.COM surpass Ali and become the leader of e-commerce?
First of all, the question itself is misleading and misinterpreting what Liu said. Liu said at the opening meeting that JD.COM will surpass Ali and become the largest B2C platform in China before 202 1. Therefore, Liu is comparing the b2c of Tmall and Taobao, not the whole Ali. Liu knows that it is impossible to surpass the whole Ali platform, at least before 202 1.

Then, if only from the perspective of B2C business, is it possible for JD.COM to surpass Ali? The answer is possible. JD.COM may surpass Tmall or Taobao's B2C, but JD.COM can hardly surpass Ali.

What is B2C, that is, business-to-individual buyers? B2C of Taobao generally refers to the enterprise stores of Tmall and Taobao, while individual sellers are not allowed to settle in JD.COM.

But there is also a problem here. What kind of transcendence does it mean? If it is GMV, the water content is very high. GMV refers to running water, not actual turnover, and the calculation formula is:

GMV= sales amount+cancelled order amount+rejected order amount+returned order amount.

It can be seen from the formula that the moisture content of GMV is very large, and the comparison from GMV is not accurate.

If JD.COM wants to surpass Ali and become the largest B2C platform in China, it must have its own outstanding advantages in logistics, service and price. Let's compare it from these aspects:

Look at logistics first.

Tmall: Mainly relying on third-party logistics, some provinces and cities of Tmall supermarket can reach it the next day.

Taobao B2C: totally relying on third-party logistics

JD。 COM: Self-built warehouses can arrive the next day or the same day, partly relying on third-party logistics.

From the point of view of logistics, JD.COM is compared with Ali. The logistics of COM has absolute advantages. Although JD.COM is not satisfied with the delivery in 99 yuan at present, it will charge 5 yuan delivery fee, but in an era when it costs several dollars to buy breakfast, 5 yuan delivery fee is already very affordable.

Secondly, look at the service.

1, customer service system. Tmall Taobao's customer service system is relatively perfect, with manual service and short waiting time. However, the customer service system in JD.COM is relatively poor. Every time I look for a customer, I often can't find a manual customer service, so I can only talk to the robot. This is bad news for JD.COM.

2. Return to the system. From the convenience and simplicity of returning goods, Ali still won JD.COM. Refund after Taobao purchase is simple and easy to operate. However, JD.COM is different. I returned the goods in JD.COM before. After clicking return, it is still difficult for Baidu to find a place to fill in the single number. JD.COM continues to get bad reviews.

Step 3 pay. Tmall and Taobao rarely support cash on delivery, but JD.COM generally supports it, which is highly praised by JD.COM.

In terms of service, Tmall and Taobao are much better than JD.COM, but it should not be difficult for JD.COM to make a decision to improve this aspect. If JD.COM can consider getting rid of robot customer service and recruiting more manual customer service, it can still catch up with Tmall and Taobao.

In terms of price.

1, the price of Tmall stores is strictly monitored, and the price cannot be adjusted at will, otherwise it will be easily punished. But JD.COM is different, so it's easy to change the price. You can sell 199 yuan today and 99 yuan tomorrow, and the price will rise to 299 yuan the day after tomorrow. Therefore, the price in JD.COM is not very reliable.

2. On the surface, it seems that there are many discounts and activities in JD.COM, but if you compare them with your heart, you will find that the prices of those products that have been fully reduced have doubled. In contrast, Taobao Tmall is much cheaper than JD.COM ~

The prices of most commodities in 3.JD.COM are about 10% higher than those of Tmall and Taobao.

About the brush list that everyone hates.

Anyone who has done e-commerce knows that although Tmall and Taobao have always existed, in fact, Ali is really cracking down on brushing. Sellers need to be especially careful to avoid all kinds of brushing behaviors that may be monitored by Ali before they dare to find someone to brush. This is terrible.

But what about JD.COM? JD。 COM's brush list is the simplest and not important at all. Sometimes JD.COM Xiaoer will encourage JD.COM to run a brush list to make the data look better.

Comparison of B2C Market Transaction Share in Recent Two Years

From the comparison of B2C market share in the third quarter of 2065 438+05-2065 438+06, Tmall still occupies more than 50% of the market share, and it is more difficult for JD.COM to seize Tmall's market share.

In the short term, JD.COM still has a long way to go to become the first B2C, but the potential of JD.COM is still there. If you look farther, you can't kill yourself with a stick. After all, things are unpredictable, and the development of e-commerce is even more unpredictable ~