2015-07-22 14:16
Conba together we can get the network to embrace the Internet up new horizon ""
[direct reporting network July 22 news network (China) in the universal online shopping and the industry running into the era of Internet +, the pharmaceutical business is number not much has yet to be giant completely independent of one of the areas. However, the more calm the water surface is dark, the number of onlookers waiting to be called the electricity suppliers, the last blue ocean into the red sea.
This time, in the pharmaceutical business on the sea cast stones are A shares of listing Corporation conba. On July 13, the suspension is not to a week of Conba resumption, also in announcement, announced a $3.2 million shares of pharmaceutical business platform available network. Not unexpectedly, a stone stirred up Melaleuca waves, including the capital, medicine, electricity and other sectors of Conba and net of this marriage to give enough attention. A healthy industry ecosystem is gradually emerging in people's eyes, and has brought unprecedented "surprise" and "Hi"".
The smallest business and the greatest value
If is not the Conba shares may be a lot of people did not pay attention to the available network and the outside world is rarely heard the news. But this is a very low-key B2C business enterprise, he created a terrific record.
According to Conba and was signed "equity cooperation memorandum, Conba will to available network investment 320 million yuan, in order to obtain available network after the reorganization of the new standard 20% stake in the company. In the investment cooperation, the network can be recognized by the valuation of the valuation jumped to 1600000000 yuan. For policy tuyere has not fully come to the pharmaceutical business, 16 billion valuation is not a small number, but the valuation is the highest record known pharmaceutical business in the field of financing case, the 3.2 million intends to the amount of financing can also in the industry ranked second.
Why is it available?
It is understood that the network was founded in 2007, its predecessor is the earliest professional contact lenses, the electricity business platform. Due to "refinement" business philosophy, we can get the network growth rate from the beginning more than general electric, and quickly occupied the leading position in the industry. In 2013, and AI as the network formally merged operations, membership number entered the order of tens of millions of, while the industry is also expected to after the merger the glasses of the B2C market share at least in more than 65%, on the other other competitive platforms temporarily inaccessible.
As a matter of fact, we can get the network's main business is not broad, even seemingly small business: mainly concentrated in the beautiful pupil, invisible glasses, myopia glasses, sunglasses and related lens care products -- and that we can get the network is a pharmaceutical business platform, still be inferior to saying is a online optical store -- under the current limit of the pharmaceutical business policy, such a situation is ubiquitous, the component may not have been the. Day Cat medicine hall, many pharmaceutical business platform to the main business includes are not drug sales. Instead, it is medical equipment, health care activities and contact lenses accounted for almost half of their sales revenue.
The formation of such a situation, although there may be an objective and passive reasons for this, but more or more can be the initiative for the network. Focus on the glasses products, focusing on the eye health industry, is available from the beginning of the founding of the business direction, 8 years have not seen the change. It is worth mentioning is that the founding team itself has a very deep glasses industry gene, had online channels deep for many years, has a rich multi channel management experience.
Do not blindly expand, concentrate on doing a "small business", which makes the choice available network have proficiency in a particular line. In the domestic pharmaceutical industry, at least in the field of optical electric business, it is difficult to find a match can be comparable to the opponent. If you want to give the composition of the 1600000000 valuation of the network to do a breakdown, then some of which must be less than its "professional".
, of course, in this Constitution and the other two is also essential: Aviation of various three-dimensional layout and mature profit model.
According to public information, network's have included Shanghai Optical Technology Co., Ltd., mirror extension available in optical technology (Shanghai) Co., Ltd., Shanghai Baixiu pharmacy Co., Ltd., Shanghai glasses Co., Ltd. four entities, not only operates its own B2C platform of the network have glasses, still lynx, Jingdong ranking tripartite comprehensive business platform opened flagship stores, sales scale are among the best. At the same time, the number and size of the store's line of physical stores are rapidly expanding. We can get the network has formed a line of the development of a unified multi channel integrated air ground layout, to occupy the "glasses industry o2o" and "Internet + glasses industry" two major outlet, and the in the pharmaceutical category very expand at the layout of the field of medicine.
With the 3D layout of lining is the continued profitability. Self built, we can get the network has for 8 consecutive years won the lenses b2c sales champion, 2014, with annual sales of more than 4 billion yuan, annual growth nearly 75%. In the wailing everywhere in the field of electronic business, losses become commonplace, but we can get the network is regarded as the industry rare has achieved the scale of profits of platform, the net profit of scale is remarkable.
A fulcrum can be tilted the horizon ""
For has always been low-key available network, 16 billion yuan of valuation can be said is to their accumulated over the years the strength of a best footnote. And for Conba, 320 million yuan of investment to bring its expectation is not limited to the 16 billion, the expression of the eyes should be is a healthy eyes of multi-dimensional ecological chain.
Shares can be the first time the net net is conba. Several years ago, Conba began through the third party business platform involved in pharmaceutical electricity supplier. In recent years, along the pharmaceutical business the road stride the pace significantly accelerated, we through the generous investment involved. By the end of 2014, the price of 270000000 yuan transferee Conba pharmaceutical business enterprise B2B Zhen Cheng pharmaceutical 30.81% stake. After half a year, the price of 230000000 yuan to acquire 26.44% stake, thus completing the Zhen Cheng pharmaceutical holdings. Plus the 320000000 yuan of investment to net investment in the field of medicine electricity supplier, Conba has more than 800000000 yuan.
If the individual understanding of Conba Zhencheng medicine and several available network investment behavior, may also do not see what so. But if we boldly divergent 12, it and Ali layout to do an analogy, all of a sudden clear, let a person shine at the moment: Ali business system has experienced from the Alibaba to Taobao to lynx process, and now the antennae can be described as meticulously. And from B2C to B2B Zhencheng medicine available networks, Cobern segments on the pharmaceutical line layout also consciously or unconsciously go similar ways. Of course, because of the product characteristics of the decision, the C2C nature of the clean out treasure net type medical platform is almost impossible to achieve in this area.
It is worth noting is that to improve the layout of the line, Conba of net investment and the other layer of meaning, namely with its existing "ZSM" eye health products realize the sharing of resources, symbiotic development. Zhenshiming is Conba eye health industry one of the most important products, in the market has a certain influence on the brand, the customer groups and available network customer groups there is a higher degree of coincidence. Obviously, and has a mature B2C business model of network cooperation, will make the two complement each other and ZSM has also been a close to a much broader market opportunities, gain more market share is the multi-storey can be expected.
In Kangenbei resumption announcement, this intention can be confirmed.
Thus, Conba eye health and pharmaceutical industry "ambition" seems to be clear. In the process of combination of its own resources and product distribution, retail platform, Conba built an enviable business system. This system to cover the production, wholesale, sales of three dimensions, by master sale's brand products, by Jane Cheng medicine B2B platform master pin sale of the drugstore, the B2C platform of network knowledge of consumer. The whole ecological industry seems to have a panoramic view of.
Shares to network, not necessarily Conba last chess, but it can be said is the completion of a key of the whole ecological system construction, leveraging the eye health market "fulcrum". At least from the current industrial structure of view, is this.
Concluding remarks:
Is famous throughout to burn the electricity supplier industry, in platform development to a certain degree of, the intervention of the capital just time problems, such as network that has attained a mature platform, "money" and even the "more money" in fact is not a problem, the key lies in what lies beyond the capital, if only money, I am afraid it is not available network of eye. Such considerations, should also be one of the factors of network will eventually choose Conba as a partner.
As for Conba, as mentioned above, investment available network also to benefit them a lot of is the "embrace the Internet, integration seek development" of the annual theme of the work is an important measure. In a word, Conba and available network cooperation, on both sides is a good thing, regarded as Gequsuoxu, do their only. And in addition to the investment stake in the future of the two sides to further cooperation and subsequent integration of resources, it is bound to bring greater hope for the industry. 3
(original title: Conba shares available: revitalize the production wholesale eye health layout clear)
Editor: small G
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