P, the largest electricity supplier in the US, is likely to adjust its development strategy in China: to discuss cooperation with Alibaba, a long-standing "competitor", and possibly to develop its Chinese business in Tmall.

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< p > according to sources, two weeks ago, Amazon's global BD leader was responsible for promoting the communication between heads of China and Tmall. The main content was to explore the possibility of cooperation and integration of Amazon and Tmall.

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< p > it is noteworthy that this cooperation is directly communicated by Amazon worldwide.

Sina technology has consulted Amazon China on this matter, and the answer is temporarily unknown.

Taking the lead to discuss the matter by headquarters means that Amazon is paying more attention to the development of the Chinese market.

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The background of P's move is that more and more American Internet Co have discovered that the next great market opportunity is in Asia.

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Less than P, just a few days before Amazon's visit to Tmall, in 2013, Internet Retailer Conference & Exhibition was held in Chicago. Gore, a former vice president who is active in the Internet and investment industry, and also a member of Apple's board of directors and Google's senior adviser, delivered a speech on the theme of "global opportunities for Internet and business".

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One of the important points of P is that with the rapid growth of population, the electricity supplier market in Asia will play an increasingly important role.

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< p > Gore also said that the volume of commodities traded in the fourth quarter of last year was only the sum of Alibaba and amazon.com and eBay.

Another example is the growth of iOS and Android in the Chinese market, which also surpassed the US in January.

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< p > "even if your company is growing well now, you also need to have a global view, because your users or even competitors are not necessarily in the US."

Gore said.

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The return of P to Amazon itself has been developing in China for nearly 10 years, but its market share is not satisfactory.

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< p > according to the trading share of China's B2C market released by Yi Guan in 2012, Tmall mall ranked first in 44.1% place, Jingdong mall ranked 16% in second place, followed by Tencent's easy fast network 3.8%, suning.com 3.5%, Amazon China only ranked fifth in 2.3% market share, sixth in Ming Dynasty was also a 10 year development Dangdang, and the market share was 1.5%.

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< p > although Amazon China often emphasizes the development strategy with the word "long term" in the interview, it really needs to change some ideas to change its unfavorable competitive position in the fierce competition of e-commerce.

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< p > "putting in the arms of competitors" may be a good choice.

In fact, in addition to Jingdong mall, suning.com and Amazon China, other B2C platforms such as Dangdang, No. 1 store and Gome have already entered Tmall.

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< p > however, the above-mentioned B2C companies, like Amazon China, also have competition in the open platform and Tmall, so they choose more to build their own businesses, such as books, department stores and 3C appliances. In the words of Dangdang President Li Guoqing, "go out and bring in".

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< p > of course, joining Tmall may be considered to be "encouraging" in public opinion, at least when it was settled in Tmall.

But the actual entry to Tmall brought sales and tens of thousands of new customers to Dangdang.

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< p > for fear of being diluted by users, Dangdang also gave an important reason for previous interviews, that is, the user coincidence degree is not high.

According to Dangdang Wang, users who like old B2C shopping in Dangdang and Amazon China all belong to three high income, education and age groups, much higher than Tmall and Taobao.

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< p > this is also an important reference for Amazon China to enter Tmall.

However, at present, Amazon has not reached the final cooperation with Tmall. It is worth noting that once Amazon finally decides to enter Tmall, it means that the Jingdong mall, which is often at the cusp of the electricity supplier industry, will be more lonely and face more intense competition.

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