Recently, go all out great (NASDAQ: DD) the government announces to roll out " 66 the section that buy a car " activity, go up first the line is truckload marketing, use 18 seconds only 400 5 water chestnut grand light makes work exhaust - while new business gains a success, spell great stock market to be added because of the user however fast put delay and experienced cold winter, share price steeps fall the shrink of a huge sum that brought market prise.
01 | Go up first the line is truckload sale, 400 cars exhaust of 18 seconds carry out
On May 17, spell great government to announce to roll out " 66 the section that buy a car " activity, go up first the line is truckload marketing. On May 19, go all out great roll out " thirty-four thousand nine hundred grab 5 water chestnut grand light " greeting " national god car " activity, open the even more before grabbing 220 thousand person makes an appointment, after the activity begins only 18 seconds, 400 5 water chestnut exhaust of grand light carry out. To be satisfied as far as possible 20 make an appointment more the demand of the user, platform parts allocate and transfer two batches truckload, round-the-clock add up to offer 1000 5 water chestnut grand light, this batches of car make work entirely inside 21 hours exhaust. Those who sell rate is fast stare tongue-tied making a person.
In addition, go all out great express, grand light serves as 5 water chestnut pilot, future is returned will with the 66 values that lose, roll out other trademark and model continuously.
02 | Car trying water is new retail, go all out great still very long way wants
In recent years, "Car + electric business " the car is new retail mode, had made a trend of the industry, after the platform of car cable business such as the home since Alibaba, car, easy car acquires good sales volume, home is arisen platform of large quantities of one business of burgeoning car cable, if play network of new car of a car, young soya bean,wait. Although car cable business gets rapid development, but whole still is in the phase that has not mature, be different from daily consumable as a result of the car on one hand, it still needs to offer corresponding form a complete set to serve, content shedding makes a car also is one catastrophe problem, on the other hand gain is these cars all the time the biggest question of new retail platform. Go all out great this together 5 water chestnut grand light, take a car new retail pattern, in instantly automobile industry low below confused condition, scored certain success, its reason is as follows:
The favourable strength with tremendous 1. : The price second of thirty-four thousand nine hundred coachs to the government valence the 5 water chestnut of fifty-two thousand eight hundred grand light, for entire network minimum price;
2. is large-scale active user: Spelled operation of early days of great car business to had made certain customer base, went all out on May 20 great the newspaper shows a season money, active user already amounted to year 443 million, go all out great provided enormous flow;
Location of 3. target crowd is exact, spell great photograph to compare at platform of other report business, its market sinks rate is later, basically face " new line market " (3 lines and the following area) , this kind of crowd pays attention to sexual price to compare more, the model home business that grand light provides 5 water chestnut this is amphibious, advocate the price that call a sex is compared, the target crowd of this both very agree.
Go all out great taste first truckload sale benefit, but think on intense line car market sale obtains position to still very long way wants. On one hand, element of the discharge on the line is the essence of Internet economy, no matter be electric business,still be new retail, cannot leave the discharge on the line as Internet economy, this is to spell great advantage place. On the other hand, go all out great do not have Che Yuanqu fixed position of path, car, short-term inside need to maintain market temperature with low, this makes go all out great the gain difficulty in car marketing is greater, also did not solve the difficult problem that car storage content sorts at the same time, this will be become spell great car stumbling block of the ground on new retail way.
03 | Management outstanding achievement to good encounter stock market trough however
Go all out great held water in September 2015, it is shopping APP of a mobile phone of domestic, basically buy a form in order to spell a group to buy goods. On July 26, 2018, go all out great appear on the market in the United States.
On May 20, go all out great released the money first quarter signed up for 2019. Data shows, spell great Q1 to realize battalion to receive 4.545 billion yuan, grow 228% compared to the same period, battalion closes add fast still prep above market anticipates generally; Management deficit is two billion one hundred and twenty million five hundred thousand yuan, relatively the specified number of 2.64 billion yuan of deficit of on one season closes somewhat narrow.
Spell great outstanding achievement to be in growth posture, but capital market however not show respect for, money newspaper is announced that day, spell open quotation of great US stock to drop even more 5% , dish in lowest drops to 20 dollars, achieve since December 10, 2018 new low, drop in a few days amount to 11.9% , close finally drop 8.46% , sign up for 20.78 dollars. , up to on May 29 closing quotation, already dropped to every 19.98 dollars.
This share price steeps fall the effect that suffers international insecurity condition on one hand, capital is right in without exception do not value, have Alibaba and capital again east converging attack of two tycoon of big cable business, market competition is intense.
In the meantime, spell great user to grow to be not accorded with anticipate, the key that high speed of electric business platform develops depends on the growth rate of the user, business of cable of this will immediate decision clinchs a deal amount and the expression of business income, more concern platform whether gain. If user data even can high speed grows, so investor still is willing to believe platform is hopeful cover profit of deficit, implementation, otherwise investor will lose confidence.
Spell great month vivid number to grew 74% compared to the same period first quarter 2019 to 289.7 million, annulus comparing is added only first quarter 6% , relatively before a few quarters are added fast put delay. 2018 since first quarter, spell great month to live annulus comparing is added fast maintain basically in 17% to 19% between. The user adds fast pelter is adumbrative future to go all out great should live in hurried and pull new field to obtain high speed to grow will very difficult.
