"The First Half Of 2019 China Electricity Supplier Listed Company Market Value List" Released

In the first half of 2019, the total market capitalization value of 57 household appliances listed companies was nearly 5 trillion yuan.

In August 6th, the well-known electronic business think tank Network Economic Research Center issued the "first half of 2019 Chinese electricity supplier listed company market capitalization list" (topic: http://www.100ec.cn/zt/dssjk/). The list analyzes and analyzes the stock price, market value and market value of the 57 household appliance companies listed in June 28, 2019, covering four major areas, including retail electricity providers, B2B providers, cross-border electricity providers and life service providers.
 

According to the network society, "www.100ec.cn/zt/dssjk" database shows that as of June 28, 2019, there are 57 e-commerce listed companies in China, which are distributed in the B2B business, B2C business, cross-border e-commerce, and life service business. Among them, B2B electric business category (8): Shanghai Steel Union, Zhuo Zhi Lian, ST crown Fu, business treasure, focus technology, *ST Ou Pu, Huicong group, corong core city; B2C electric business category (24): suning.com, temple library, jumei.com, Antarctic electricity supplier, China has a lot of praise, many spells, Bao Bao Shu group, group car net, interesting shop, such as Han, Gome retail, royal home, gather together, Alibaba, Jingdong, vip.com, excellent letter, millet group, 1 drug net, mogujie.com, Lok Xin, Bao Zun electric business, micro Alliance Group, song Lisi, cross border electricity business category (7):

Guang Bo shares, Hua Ding, cross border, Tian Ze information, contact and interaction, Xinwei international, Lanting Pavilion gathering potential; life service business category (18): Ctrip, road cattle, 58 city, no worries, Soufangwang, Lok Ju, Ping Hao doctor, who learn, Ali pictures, Ali health, Qi Yi technology, the US group comment -W, the same Cheng elong, new oxygen, Swiss coffee, worry free English, cat eye entertainment, New Oriental online.

The total market capitalization of the listed electricity supplier is 5 trillion yuan, accounting for 8.5% of the total market value of the Shanghai and Shenzhen two cities.

2019 in the first half of this year, 8 new companies were listed at the end of 2018, of which 3 were new B2C business categories. They were micro alliance groups, such as Han and Yun, and 5 new categories of life service e-commerce, namely, cat eye entertainment, Rui Xing coffee, new oxygen, new Oriental online, and who learned. In addition, hi car rental has been privatized and delisted.

According to the monitoring data of 100EC.CN, the total market value of the 57 home appliance listed companies reached 4 trillion and 947 billion 485 million 200 thousand yuan as of June 28, 2019. Compared with the end of 2018, the total market capitalization increased by ten thousand billion, accounting for 8.5% of the total value of A shares in Shanghai and Shenzhen two cities in the first half of 2019.

At the same time, according to the recently released "China's Pan business" unicorn data report in the first half of 2019 (full text Download: www.100ec.cn/zt/2019sdjsbg/), the total number of Unicorns in China's "Pan business" in June 30, 2019 was 146, with a total estimated value of 4 trillion and 900 billion yuan. We note that the rapid growth of the market value of the listed electricity suppliers and the high valuation of the "unicorn", and the rapid development of the two moves together, are also leading the vigorous development of China's electricity supplier industry as a whole, highlighting the huge market potential in the future.

　　 According to the market value distribution, we found:

B2C electric business category and life service electric business category is "high market value" field, 7 home appliance business market value is above 50 billion yuan, and include all 20 billion yuan above market value enterprise, occupy 29.82% of total.

• cross-border electricity providers and B2B business categories account for a small share of the market, and market capitalization is generally below 10 billion yuan.

A total of 40 listed electricity supplier companies with a market value of 10 billion yuan or less, accounting for 70.18%, and 10 of them are hovering at 2 billion yuan market value and below, accounting for 17.54% of the total.

　　 Comparing the list of market capitalization of Listed Companies in the first half of 2019, we found:

　　 B2B electric business listed companies: The total market value is 45 billion 941 million 700 thousand yuan, accounting for 0.93%, which is 29 billion 235 million 100 thousand yuan lower than the total market value at the end of 2018. The main reason for the fall in the total market value is the previous industry leader, the market value of drow intellectual alliance evaporated 75%, from 43 billion 575 million 200 thousand yuan to 10 billion 875 million yuan in Waterloo.

　　 B2C electric business listed companies: In the first half of 2019, the total market value was 4 trillion and 17 billion 69 million 700 thousand yuan, accounting for 81.19%. Among them, 6 new listed companies have a total market value of 68 billion 395 million 400 thousand yuan, excluding 6 new market capitalization, with a total market value of 3 trillion and 948 billion 674 million 300 thousand yuan, up 670 billion 694 million 300 thousand yuan from the end of 2018. The main driving force of the industry's total market capitalization is the rise of the market capitalization of Ali and Jingdong, the two largest B2C electricity supplier.

　　 Cross border electricity business listed companies: In the first half of 2019, the total market capitalization was 37 billion 731 million 700 thousand yuan, accounting for 0.76%, which was 2 billion 878 million 300 thousand yuan lower than that in 2018. The overall stability of the industry is mainly affected by the Sino US trade war and the RMB exchange rate fluctuations.

　　 Life service electronic business listed companies: In the first half of 2019, the total market capitalization was 846 billion 742 million 100 thousand yuan, accounting for 17.11%, of which 5 new listed companies had a total market value of 78 billion 606 million 300 thousand yuan. Excluding 5 new market capitalization, the total market value increased by 233 billion 465 million 900 thousand yuan compared with 2018. The 126 billion 36 million 100 thousand yuan comes from the US group's contribution, and its stock price has increased by 57.11% in half a year.

In this regard, Cao Lei, director of e-commerce research center of the network society, pointed out: the market capitalization of the listed companies of the Hong Kong stock market has overall dropped, and the B2B business class market has the fastest growth rate, followed by the life service business category and the B2C electricity supplier category. The cross-border electricity supplier is the only industry in the past six months. The impact of China's trade globalization and its exchange rate changes is most intuitive because of its unique globalization.

Electricity supplier 100 billion market value Club: Ali occupies 57 of the total industry, the total market value of 61.24%, the US group comment is the biggest "dark horse".

In the first half of 2019, there were 7 electricity suppliers listed in the 100 billion market capitalization club. They were Alibaba, Jingdong, millet group, many companies, suning.com, US group reviews and Ctrip. According to the monitoring data of 100EC.CN, the total value of the 7 companies in the first half of the year was 4 trillion and 301 billion 70 million 800 thousand yuan, accounting for 86.93% of the total market capitalization of the 57 household appliances listed companies.

　　 We found:

In terms of a single listed company, Ali, with the absolute advantage of 3 trillion and 30 billion 48 million 600 thousand yuan, "alone carries the banner", accounts for 75.43% of the total market value of the B2C type of electricity supplier, accounting for 61.24% of the total market capitalization of the 57 household appliances listed companies.

The US group's comment is the biggest "dark horse". It cooperates with Jingdong in the three hundred billion yuan level and is ahead of Jingdong. Its total market value is 346 billion 726 million 100 thousand yuan, accounting for 40.95% of the total market value of life service business.

Jingdong accounts for 7.50% of the total market value of B2C electricity suppliers with 301 billion 186 million 100 thousand yuan worth.

Follow the following order: millet group 211 billion 452 million 200 thousand yuan, spell more than 164 billion 661 million 100 thousand yuan, Ctrip 140 billion 162 million 300 thousand yuan, suning.com 106 billion 879 million 300 thousand yuan.

B2B electric business class: mixed concerns, drow intellectual alliance and ST Europe Pu market value evaporate "7"

B2B electric business listed companies include Shanghai Steel Union, drow Zhichang, ST crown Fu, business treasure, focus technology, *ST Europe, Huicong group, corong core city, a total of 8 electricity supplier listed companies. According to the monitoring data of 100EC.CN, the total market capitalization of 8 B2B electricity suppliers listed in the first half of 2019 is 45 billion 941 million 700 thousand yuan, with an average market value of 5 billion 742 million 700 thousand yuan and a 7.46% increase in share price.

　　 The performance is also mixed.

Shanghai Steel Union has a market value of 11 billion 929 million yuan, up 64.63% from last year. On the other hand, the market value of drow Chi, which has been a leader in the B2B category, evaporated nearly 75%, from the market value of 43 billion 575 million yuan at the end of 2018 to the 10 billion 875 million yuan in Waterloo.

Similarly, ST was also in deep water. From the end of 2018, it fell to the end of the list, and the market value was only 1 billion 277 million 800 thousand yuan at the end of June. The director of ST Europe is now "people go to the stock market". The huge losses are mainly due to the large scale assets impairment and the huge anticipated liabilities arising from the litigation. There are also serious criticisms of the internal control of family businesses.

In July, Zhuo Zhi Lian has set a record of the lowest stock price in 8 years, and recalled the price fluctuation of the 2019 half year. Zhuo Zhi Lian and Feng Ying holdings's "financial game" have been the focus of controversy in the Hong Kong stock market. The two stocks cross shareholdings, and the "sibling" winding of the stock price has led to a deterioration of both sides. Finally, the share price and market value dropped overnight to "pre liberation".

In response, Zhang Zhouping, director and senior analyst of B2B, director of the e-commerce research center of the Internet society, said that the overall price of B2B e-commerce is affected by the economic environment. The service role of B2B's e-commerce platform determines its low profit margin. Operators' supply chain management services require high cost investment in the early stage of the enterprise, including a series of services such as finance, logistics, warehousing and so on. The B2B business, which is still in its development stage, will experience the dawn of anticipation after its gradual improvement and maturity.

B2C electricity supplier category: new listed electricity supplier threatening mogujie.com market value diving nearly 9

In the first half of 2019, the total market capitalization of 24 B2C based retail electricity supplier listed companies was 4 trillion and 17 billion 69 million 700 thousand yuan, with an average market value of 167 billion 377 million 900 thousand yuan and an average annual increase of 1.94%. Ranking the top ten of the market capitalization is Alibaba, Jingdong, millet group, many companies, suning.com, vip.com, Antarctica, Bao Zun electric providers, gathering and Gome retail.

We found that the retail business of Listed Companies in the first half of the capital market can be described as "ice and fire".

B2C electric business listed companies increased their micro Alliance Group, Le Xin, yun ji and Han Yu compared with the end of 2018. In addition to the network of red business, such as culvert, all aggressive, directly occupy the middle of the list position.

* as a retail business platform that is listed on the US stock market, the stock price of Le Xin and interesting store is both encouraging and equally high. Interest store price rose 78.15% compared with the opening price, Le Xin share price rose 56.08%, and interesting store with more than 1 billion 700 million yuan advantage led in Le Xin. At present, the two situations are consistent with the external assessment at the beginning of the listing. The main source is Le Xin's own net profit far below the interest shop, plus the capital market's pursuit of "Ali concept stocks", making the market value of interest shop higher than that of Le Xin.

It is only three months after listing, and the market value has shrunk by 70%. The 150 million yuan marketing fee has brought about revenue growth. Meanwhile, enterprises are losing money continuously. The commercial operation mode of relying on net red flow and carrying goods is still under exploration.

In this regard, Cao Lei, director of e-commerce research center, pointed out that Ali and Jingdong still sit the top two seats in the list, and Ali, whose market value is three trillion yuan, still has a 26.33% increase. Gang xiahi group, the world's top 500 "new talent show" millet group, affected by the continued downturn in the Hong Kong stock market, ranking third, the market value fell 22.96% compared with the previous year. Vip.com and spendall are still on the list of market capitalization, and vip.com, once a major discount product, has been buying large quantities of fir in OLE. The social e-commerce providers are making more efforts to create new brand plans to enter the city.

"In contrast, mogujie.com has landed in the US stock market since the end of 2018, with its highest market value of $3 billion Ceng Chao and only 10% of its market value after six months. From the earnings data, market capitalization is closely related to the impact of early selling of stocks. In addition, the company's development is less than expected, resulting in inability to support the stock price. The new pattern of electricity supplier has left the market in addition to Alibaba and Jingdong, and the residual market is gradually being eaten up by many new business people. As an old brand vertical electricity supplier, mogujie.com's market value evaporation is closely related to the "flow anxiety" and the high cost of drainage. Enterprises urgently need innovative form to succeed in "salted fish turn over". Cao Lei pointed out.

In addition, although the old business jumei.com has 35.16% of its market value rising, it still does not have the competitive advantage with the rising stars, and is still at the end of the list of market capitalization. In today's mature B2C market, if we do not look for new development models, the old business will be eliminated by the emergence of a new generation of e-commerce platforms. Cao Lei said.

As a NASDAQ landing "China's first member of the electricity supplier", gathered behind the 9 million paid users flagship "social fission + distribution" mode, is a new product generated by the market, and the market value of 15 billion 917 million 300 thousand yuan has successfully surpassed a number of old brand electricity providers. Similarly, as a social networking department, the micro Alliance Group provides small businesses with cloud marketing services for precision marketing, and has in-depth cooperation with Tencent on third party development and social advertising. In addition to Tencent shares, there are many luxurious shareholder lineup behind the micro League. The share price rose 65.48% in the half year of listing.

Cross border electricity providers: the international market is unstable, leading the biggest cross border drop.

The cross-border electricity business listed companies include broad stock, Hua Ding, cross border, Tian Ze information, liaison, Xinwei international and Lanting Pavilion. According to the monitoring data of 100EC.CN, the total market value of 7 cross-border electric business listed companies was 37 billion 731 million 700 thousand yuan, with an average market value of 5 billion 390 million 200 thousand yuan and an average annual decline of 3.62% over the first half of 2019.

The overall ranking of cross-border electricity providers is consistent with the end of 2018. As the only industry with a negative average of half a year, the total market value of cross-border electricity suppliers has dropped by about 3 billion yuan, and the average market value has dropped by about 450 million yuan.

The top three electricity supplier platforms, cross border links, huting shares, and the market value of interaction and interaction, have all declined, while the market value of the latter has risen. At the end of the list, Xinwei international holdings can not escape the cold wave of the new economic shares in the Hong Kong stock market, and the market value is "diving" 35.82%. On the other hand, the market value of the "leader" across the border has decreased by nearly 4 billion yuan in six months.

In response, Zhang Zhouping, director of the electronic commerce research center of B2B and the director of the cross border e-commerce department and senior analyst, said that the current international trade market and exchange rate are unstable. It is urgent for cross-border enterprises to find other ways to protect themselves.

First of all, we should shift the focus of traditional European and American markets to developing countries, such as "one belt and one road".

At the same time, from low profit price advantage to brand competitiveness, create and innovate products for market demand and increase added value of goods.

In addition, cross-border enterprises should also seek cooperation with foreign exchange management to better anticipate exchange rate changes and minimize trade losses.

Finally, in July 25th, a new cross-border electricity supplier issued by the State Council pointed out that the "no levy, no refund, no ticket tax exemption" will be implemented. This favorable policy will greatly promote the steady, qualitative and rapid development of China's cross-border electricity suppliers, and it is a solid industry's strong heart.

Life service business category: the industry's total market value increased by 56.89%, the US group layout, tourism market value exceeds Jingdong.

Life service electronic business listed companies in the market value of the top ten in turn are: US group review, Ctrip, Ali health, 58 city, Ali pictures, no worries, Rui Xing coffee, safe good doctor, the same Cheng elong and who to learn.

According to the monitoring data of 100EC.CN, monitoring data show that in the first half of 2019, the total market capitalization of 18 life service providers in the 2019 half year was 846 billion 742 million 100 thousand yuan, with an average market value of 47 billion 41 million 200 thousand yuan and an average annual increase of 3.50%. The total market value of life service providers increased by more than 3000 billion yuan at the end of 2018, and the average market value increased by more than 8 billion yuan.

As the most powerful consumer service provider, the rapid growth of the industry's overall market value stems from the newly listed Ruixing coffee and who learns and ranks top ten in the list. The 18 fastest IPO record of Rui Xing coffee and the fastest IPO record of K12 online education in China are new stars in the US stock market this year. Although both of them experienced a long period of loss before they went public, they could finally turn their losses into cash capitals. In the first half of the year, the market value of Rui Xing and those who had learnt had slipped. If we could stick to our original mind, the future development would still be considerable.

Similarly, as a newly listed cat eye entertainment and New Oriental online, its performance is also far behind, and its market value is in the middle reaches, but the closing price of the first half of the two years is lower than that of the first day of opening, and the future development needs to wait and see.

In this regard, Chen Liteng, an e-commerce analyst at the e-commerce research center of the network society, believes that the first internet medical beauty list listed in the US in May 2019 -- "new oxygen", can be highlighted in numerous competitors. It is not easy. In addition to the clear vertical structure of "medical beauty community + comment + electricity supplier", the success of "new cocoon" is closely related to the favor of external capital markets to the emerging "value economy". However, due to the low user stickiness, high cost of obtaining customers and marketing expenses, they are the pain points of low input output ratio. Its listing is less than two months, and its market value has dropped by -25.52%.

The most noteworthy thing is that the US group is well deserved to become the fastest growing black horse in the first half of the year. In the past six months, the market value increased by 126 billion 36 million 100 thousand yuan, and the share price increased by 57.11% in half a year. It has been steadily rising in a steady way. According to the US group 2019Q1 earnings report, the effective layout of the new business has contributed more to the overall revenue. The US group's sales to hotels, hotels and tourist businesses with a gross profit margin of 88.3% increased by 43.5% yuan to 4 billion 500 million yuan from 3 billion 100 million yuan in the first quarter. Chen Liteng analysts said that although the United States regiment and the tourism industry's old leader - Ctrip has a certain gap in revenue, but its growth is strong, and the momentum of future development can not be underestimated.

2019 is the first year of the promulgation and implementation of the electronic commerce act. The eight ministries "network sword action" is also in full swing. For this reason, the e-commerce consumer dispute mediation platform, which has been running for nearly 10 years, has launched a series of investigation special actions (official website: www.100ec.cn/zt/2019zxxd) for the hot consumer traps, tort problems and industry "hidden rules". Publish fast reviews, consumer early warning, complaints acceptance, rolling exposure, topic focused, intensive broadcast, media linkage, lawyer consultation, dispute mediation, typical bulletin. We will hand over the outstanding problems in major industries to the relevant departments.