Jingdong Will Be Ready To Go Public Again. From 0 To Tens Of Billions, It Only Took 5 Years!

As an important part of Jingdong logistics, it has been reported since last year that dada group is coming to the US market. Now, a year later, the news is finally sitting on the table. Recently, the dada group submitted a prospectus to the securities and Exchange Commission of the United States, with the code "DADA" and plans to go public on NASDAQ.

No doubt, with the speeding up of dada's listing, the long and quiet city's distribution will rise again.

　　 From 0 to 10 billion dada, it took 5 years.

The two word "Da Da" can be familiar and strange to many people.

The familiar place is that the streets of dada can see the figure of dada brother. They not only take away the takeaway, but also do the running errands, such as sending papers and sending flowers, etc. the strange thing is that few people notice that dada is an instant distribution company of the Jingdong department.

Dada group was originally named dada - Jingdong came home, and the first half of dada was actually the city's distribution platform founded by Kui Jia Qi in 2014, and Jingdong came to the home was Jingdong's timely distribution in 2015. Both of them were rivals, but in 2016, in Jingdong, they were combined into one. Until now, Jingdong is a huge shareholder of dada.

Of course, in addition to Jingdong, dada also obtained investment from WAL-MART, DST, Sequoia, Jing Lin and other agencies. After dada D financing, the valuation has reached US $1 billion. Take WAL-MART as an example, in October 2016, Three point three six After a billion yuan strategic investment in dada, in 2018, Jingdong and dada carried out a new round of investment of $500 million.

The constant increase of the giants indicates that they are optimistic about dada. Of course, dada has also been very strong in recent years.

According to its prospectus, dada's revenues were from 2017 to 2019, respectively. Twelve point one eight Billion yuan. Nineteen point two two Billion yuan, 3 billion 100 million yuan. Although there is a certain degree of loss, the growth rate of revenue is accelerating year by year. At this rate, the figure is expected to reach a new high next year.

Further coverage, as of March 31, 2020, dada Express has covered more than 2400 counties and cities in the country. Six point three four Ten thousand riders were active, and the total was completed. Eight point two two Million single, daily peak volume of about 10 million single.

In October 2019, in the 2019 Hurun global Unicorn list, the dada group was 57, and the logistics list was sixth. According to information, dada's valuation has exceeded 30 billion in 2019.

Not only that, the Kuwait and founder Kuai Jia Qi also rose sharply. In September 2019, Kui Jia Qi was selected as the fortune list magazine of China's 40 40 year old business elite list in 2019 2019. He was chosen as the founder of the Internet and Zhang Yiming, founder of the Internet.

In other words, when we were careless, dada had already risen abruptly. To achieve the above results, it took only five years.

But we all know that any thing from 0 to the outbreak often requires a long process. In such a short period of time, how did dada do it?

　　 These are the points.

The rapid development of a thing pays attention to a clever match between heaven, earth, time and place. And in dada, we can see these wisdom flashing.

First, aim at the track and find the right time.

In 2014, after the experience of WeChat's "attack on Pearl Harbor" by Ma Yun, the mobile payment field began to infiltrate into our lives quickly. The following O2O forms emerge one after another. Online ordering is the daily operation of people.

To do this, businesses need a large number of distribution personnel, which actually looks similar to the "last mile" distribution of express delivery, but at that time, it is also in the period of rapid growth of express delivery. Obviously, the distribution needs of more than ten million businesses in China are not satisfied.

It was at this juncture that Kuai had set up dada, so as long as the merchants placed orders on the platform, they would quickly distribute and distribute the younger brothers. At that time, few players in the market were aiming at this area. It was precisely because they seized the market early and hit the pain spot of the merchants that dada soon showed its debut.

Second, find the right people to do the right thing.

At present, people's fragmentation time is more and more, many times because of the time is too embarrassed, it is very difficult to use. And dada is sniffing this change, and thus crowdsourcing mode has been launched. Even if people get to spend time in their leisure time, they can run errands on dada and have extra income. Simple understanding, in fact and part-time part of a reason, according to single settlement, more work and more gains.

For example, some users are working hours from 9 to 5, and can continue to run a leg on dada when they are off duty.

On the other hand, the B end businesses have distribution needs, while satisfying the part-time needs of some users.

Third, deep tillage of internal strength.

In addition to the above two points, it is essential for dada's own efforts. For example, from the early version, dada could search through the mobile phone GPS for the distributor to start from the merchant and to complete the rectification process. To the distribution of the distribution of small brother, have customized their own set of online examination and offline classroom teaching mode. After merging with Jingdong, dada also built its own city distribution network relying on the advantages of Jingdong logistics.

For example, at the time of June 2019, dada went on the "big sky" big data platform and analyzed the AI algorithm to improve the delivery efficiency.

It is not difficult to see that this step is a footmark, only now we see dada. So when dada such a heavyweight athlete is about to knock on the door of the capital market, it also means that there will be new stories happening immediately.

　　 Instant delivery

The development of instant distribution has been our daily operation. Data show that by 2020, the scale of domestic real-time distribution will reach 170 billion yuan.

The market is big enough and promising, and it is destined that the whole track is full of players. More than dada, the US group, hungry, Shun Feng and so on have already started the same city distribution. The athletes are numerous. In the present situation of the unstable head pattern, the subsequent competition will only become more intense. This means that every family must prepare enough medicine and ammunition. Putting IPO on dada is not a way to supplement ammunition.

According to its prospectus, the funds raised by the IPO will be used to invest in technology and R & D, expand user groups, and implement marketing plans. Although we are not aware of what the above uses are specific, each item is worth noting. For example, R & D is to strengthen our internal strength and expand user base.

It can be seen that with the landing of these movements, dada's strength will only become stronger and stronger. Conversely, the other players must be unwilling to lag behind.

At present, there are not many actions for each competitor in immediate delivery. For example, in the aspect of the express cabinet business, the first time is the introduction of the overtime charging system, and then the easy delivery of the express mail service. It became the overlord of the express cupboard. While the US group, on the occasion of the new HUAWEI P40 release, took the order of the HUAWEI takeaway, and took the HUAWEI new machine to the consumer in only 28 minutes.

Although it is not related to immediate delivery, everyone is engaged in instant distribution, often to create a distribution ecosystem. Every link is linked to each other, competing for a traffic entrance. Just like dada's logistics in Jingdong, it is a thick ink in distribution network. In accordance with this trend, other opponents are also likely to take a new round of defense and counterattack.

Perhaps by that time, it will be a poetic duel.