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What are the related concept stocks of O2O?
1, Shang Yun, Suning: Suning platform provides differentiated options such as O2O landing.

Mature online open platform, crowded businesses, high marketing and promotion costs.

The research report believes that with the continuous popularization of online shopping, docking B2C open platform will gradually become one of the marketing channels that upstream large and medium-sized enterprises need to maintain all the year round; At present, the outstanding problems of mature B2C online shopping platform with concentrated market share are: the number of merchants is too large and overcrowded, it is difficult for consumers to choose goods, it is difficult for merchants to promote their marketing, and the cost increases.

Suning platform provides differentiated options such as low rate and O2O landing.

Suning's open platform provides differentiated choices for upstream businesses other than Tmall and JD.COM. In the long run, it may gradually form three relatively stable competitive patterns; According to the research report, the advantages of Suning platform are: perennial supply chain management experience, O2O landing ability, low cost attraction, limited number of merchants of the same category in the same city, and nationwide self-built logistics distribution network combined with store outlets before 20 15.

The opening of the online platform further extended Suning's comprehensive service system.

The research report believes that the opening of Suning's online platform is essentially an online extension of the offline service platform dominated by stores in the past; After opening up, Suning will form a more comprehensive upstream and downstream service system, including stores/e-commerce/finance/logistics; In terms of future financial services, Suning is expected to use the first batch of private banking licenses to achieve the layout. 2065438+In September 2003, "Suning Bank" was approved by the State Administration for Industry and Commerce.

2. Pathfinder (300005): Promote revenue growth from online to offline, and will rely more on online sales in the future.

Promote the transformation from online to offline, and promote revenue growth: In response to the changes in the market environment, the company strengthened the retail management of offline terminals, promoted the construction and promotion of online e-commerce channel platforms, introduced offline business online by strengthening the management and innovation of online e-commerce platforms, and gradually promoted the O2O business model of "commodity service" to promote sales revenue growth. What needs to be seen is that the company's order growth slowed down in the spring and summer of 20 14, and the company will rely more on online sales in the future.

In 20 13 years, the company's business goal is "to strive to achieve operating income not exceeding1500 million yuan, which is about 35.68% higher than the company's operating income of 2010/5.53 million yuan. The planned net profit is 238 million yuan, and the net opening of new stores is less than. In the first three quarters, the company achieved 55.5 1%, 59.52% and 57.43% of the annual plan indicators respectively. The company believes that the annual operating income, net profit and new stores are mainly concentrated in the second half of the year, and the above plans are basically in line with the company's expectations.

3. Youa shares: The main business performance is dull, trying to go online to offline.

Try online to offline: In order to realize the O2O business model integrating offline and online, the company signed a cooperation agreement with Teng Xun on 20 13 10, and will build a "Youa Micro Purchase youa-wego" WeChat public platform. The project development period is 60 working days, and the first phase will be launched before the end of 10. Through O2O, we can take advantage of our offline brand, bring online customers to offline consumption through WeChat platform, and maximize marketing and improve the service quality of members through the mutual mapping of offline activities and online promotion.

4. Red Flag Chain: O2O is spontaneous, and one network is multi-purpose to help add value.

Hongqi Chain (002697) 65438+1On the evening of October 20th, it was announced that the company cooperated with Tencent WeChat. The two sides signed the "Red Flag Chain Tencent WeChat Service Agreement". According to the agreement, the company teamed up with Tencent WeChat development team to build a convenient life application platform, upload company information, goods, offers and service information through Tencent WeChat public platform, and let customers obtain personalized information through subscription; At the same time, the membership system can be seamlessly connected, so that members can enjoy their rights and interests and obtain points and consumption information without holding a membership card; Based on LBS (Location Service) store inquiry system, consumers can find the detailed information of the nearest 10 store, including one-click dialing and navigation functions. Through intelligent customer service, realize one-on-one interaction with customers and book activities. The platform is expected to go online on October 30th, 20031165438.

5.BBK: Multi-format plus omni-channel, and fully open O2O during the year.

Multi-format and omni-channel-BBK's "new" e-commerce platform will enhance the company's outstanding and sustained growth performance, which is even more powerful.

Multi-format-the company started as a supermarket at first, but has already developed into a multi-format shopping center integrating supermarket, department store, restaurant, cinema, entertainment and other experiences.

Omni-channel-Wang Tian, chairman of ——BBK Group, said that the group has four advantages: starting from e-commerce, owning its own brand and providing excellent service; Own high warehousing and trunk logistics to reduce transportation and packaging costs; The combination of local e-commerce and mobile e-commerce; Online and offline synchronous operation, all goods can be paid in all stores or online, consumers can pick up the goods in any store, or choose 4-hour local delivery. It is planned to adopt an independent supply chain within three years, and then fully open the mode of merchants entering, so as to build a local "Alibaba" in Hunan.

A large number of stores and a large customer base: the large customer base under multi-store outlets in the region reduces the company's dependence on mobile platform manufacturers, and the development of independent mobile apps and the selection of PC-side partners or mobile portal partners can be flexible and independent from the perspective of being more beneficial to the company's interests; The concentration of store areas makes the implementation cost of wifi coverage advantageous.

The company's development strategy is consistent with the direction of domestic economic development, and it is optimistic about the company's long-term development prospects: the research report is firmly optimistic about Hunan BBK's strategy of "encircling cities from rural areas", giving residents in small and medium-sized cities the theme of big city lifestyle experience, and the third-and fourth-tier cities in Hunan and Jiangxi are steadily sinking, maintaining the actual performance of growth rate of more than 20-30%.

6. Go to Rainbow Mall: launch WeChat upgrade service number to enhance the shopping experience.

Wechat cooperates with offline retailers to enter the mobile shopping market.

The first retail WeChat service number "Guo Rainbow" with "WeChat customized menu" in China was officially put into use on September 13. The new over the rainbow service number adds and optimizes four functions: membership service, shopping mall information inquiry service, thematic planning and customized push, and consumer interaction, which represents a good level of mobile interactive platform for domestic department stores. At present, the first store above Rainbow to realize online and offline integration is Bao 'an Rainbow Shopping Center, which will expand to 60 stores nationwide by the end of 10.

The promotion of mobile shopping in domestic department stores is still in its infancy, and there is huge room for development.