In October, The IP Economy Became A Bright Spot For Retail Sales Or Continued Performance.

Industry strategy:

Combing the past three years before and after the double 11

Performance, the retail sector in the pre active and preheating period has relative benefits, electricity providers, brand clothing plate is more powerful.

Combined with Ali's strategic focus and early warming action this year, the sales target of double 11 IP will be further weakened. Entertainment, multi screen interaction and live streaming will become a highlight. As an important traffic entry, the da da will cooperate with brands and shops in depth, and personalized brands will welcome opportunities to rise.

We believe that the theme market of the 16 year 11 - year - old market has been ready for sale. With the gradual promotion of entertainment and preheating events, the retail sector will continue to perform in October. The brand providers of the electricity supplier, express logistics industry chain and distribution online will have investment opportunities.

Recommended combination:

It is recommended to focus on e-commerce, express logistics industry chain and brand enterprises on the layout of online channels.

Antarctica is committed to building multi brand + supply chain services + the mobile Internet consumer ecosystem of the electricity supplier channel, directly benefiting from dual 11 activity flows and GMV growth. Cross border as an export cross-border electricity supplier, complying with the trend of global purchase, will continue to maintain a high growth in sales volume and net profit.

Su Ningyun's business online platform is expected to reach a new high of double 11 sales, and strategic cooperation with ALI will enhance the utilization efficiency of stores, logistics and other assets. The cooperation between the two 11 periods is noteworthy.

In addition, it is recommended to pay attention to the leading express enterprises and brand enterprises in Shanghai, Jahwa, 2016 (11).

Industry perspective:

There are relative benefits in the pre 11 retail industry.

More powerful: Double 11 strong consumer heat conduction to the capital market, brewing double 11 market.

In the 2013-2015 year, the retail sector rose and fell during the double 11 period, but the overall revenue can still be realized.

The correlation between the plate performance and the double 11?

The brand clothing sector can get excess returns in the middle and late stages of double 11, and the electricity supplier plate has a strong performance in the pre active and preheating period, and is relatively flat after entering November.

Follow up double 11 entertainment and preheating events continue, and this year's electricity industry chain, express logistics and other quality listed companies increased, or form linkage to further catalyze the October market.

From Ali to solo dance to a globalized and entertaining consumption feast: since the start of the double 11 shopping Carnival in 09, the market fever has continued to boom, and single day sales have exceeded market expectations.

Looking at the double 11 data and trends in the past year:

1) double 11 single day sales exceeded expectations and mobile terminals gradually dominated.

2) clothing, digital / food and other products are selling well, and the traditional brands under the line gradually beat the "brand name".

3) globalization, entertainment and cross-border development.

4) other e-commerce platforms and offline stores have followed up.

5) IT system, supply chain and logistics service system have been tested and pushed up efficiency.

6) the sale of "water" is doubtful and overdraft needs in the four quarter.

2016 double 11 Outlook:

Entertainment and IP economy.

The annual double 11 is not only an important support for quarterly performance, but also shows the strategic layout and marketing focus of Ali.

This year, the IP economy will be one of the most important parts of the IP economy.

In September, Taobao university just held the "Taobao double eleven start conference", and nearly 100 Taobao Taobao and 300 merchants participated in the business, so that merchants and darkmen could achieve docking.

At the same time, this year will further weaken the concern about sales targets, and create a super IP with double 11. Through entertainment entertainment, multi screen interaction, live broadcast, VR and other new technologies and modes, the entertainment content will be enriched.

Risk warning:

Under the macroeconomic downturn, the growth rate of online shopping has slowed down considerably, and the logistics experience in the latter part of the activity is relatively poor, and the proportion of returned products is relatively high.