Author: Jin Lun Recently, L'Unione Sarda, a local media in Sardinia, Italy, posted photos of a manor and transaction checks on June 18, claiming that a mysterious Chinese rich woman paid a one-time payment of 80 million euros (approximately 563 million euros) yuan) bought a local

Author: Jin Lun

A few days ago, L'Unione Sarda, a local media in Sardinia, Italy, posted photos of a manor and transaction checks on June 18, saying that a mysterious Chinese rich woman paid a one-time payment of 80 million euros (approximately 563 million yuan) bought a local super mansion.

I went online to "cloud view" some luxury homes: the balcony is huge, the night view is beautiful, the private beach, movie room, helipad and private swimming pool are indeed worth 560 million in total.

check information shows that the mysterious rich man is named Nani Wang.

Industrial and commercial information shows that NANI WANG serves as the person in charge of JD Health (HK) Limited, the Hong Kong company of JD Health. Some netizens speculated that Nani Wang is Wang Nani.

Wang Nani is associated with a total of 19 companies in the mainland. Among the two deregistered companies associated with Wang Nani, the legal representative of one is Liu Qiangdong , and the legal representative of the other is Liu Qiangru . Liu Qiangru is Liu Qiangdong’s sister. In addition, many companies associated with Wang Nani are related to a person named Wu Jie, who is Liu Qiangdong’s cousin.

So, everyone understands.

01

Jingdong Alibaba’s development peak has passed

The reason why rich women buy luxury houses is worthy of attention because it reveals three major trends:

First, Jingdong and Alibaba are old.

Let’s take a look at JD.com’s “6.18” sales growth rate, which hit its lowest level in at least five years.

During this year’s 618 Shopping Festival, the cumulative order amount on JD.com’s platform reached 379.3 billion yuan (approximately US$56.5 billion), an increase of 10.3%. This is the slowest growth since the e-commerce giant first disclosed the 618 activity data in 2017. speed.

Tmall only said that "618 retail sales once again achieved year-on-year positive growth", without mentioning data.

JD.com and Alibaba are both veteran e-commerce platforms, but they have been under great pressure in recent years.

Let’s not talk about the macro level. Pinduoduo came up with a “sinking combination punch” and engaged in “rural areas surrounding cities”. JD.com and Alibaba responded separately, but Pinduoduo still grew a lot.

coupled with the rise of live streaming e-commerce, short videos have become popular, but the most important video content is in the hands of Douyin , Kuaishou and WeChat short videos. Although platforms such as JD.com, Taobao and Tmall also have live streaming and short video resources , but after all, it is not as down-to-earth as "Dikkuaishi", but relies more on the pull of the head anchor. If something happens to the head anchor, there will be more trouble.

The total number of Kuaishou e-commerce transactions in 2021 reached 680 billion yuan, a year-on-year increase of 78.4%; the average number of daily active users throughout the year was 308 million, and the average number of monthly active users was 544 million.

Douyin said last year that it would be a "hobby e-commerce": its target GMV in 2023 will exceed 9 trillion.

JD.com and Alibaba are still big, but the e-commerce momentum of Dou Kuai is really strong.

JD.com and Alibaba are relatively traditional, while "Douyin" starts from the content and promotes e-commerce in reverse. It has IP and personality charm, and even personality magic. This is a new model, especially Douyin, which is close to completion. Building your own "moat" makes it difficult for JD.com and Taobao to pursue content.

Every era has its own story. The fastest development stage of JD.com and Alibaba has passed.

How much money can a person spend in his lifetime? It is better to retreat bravely from the rapids, go back and let the young people toss around.

Isn't it the goal that many people strive for throughout their lives to make enough money, retire early, and enjoy a peaceful life?

02

Consumers are getting older, and there is less

and consumers are also getting older.

It has been particularly difficult to do business in recent years. Why? Because consumers are not only older, but also younger.

There is no doubt that we are accelerating into a deeply aging society.

In 2020, China's elderly population over 65 years old will reach 191 million, accounting for 13.5% of the total population. It is expected that China's population over 65 years old will reach a peak of 425 million in 2057, accounting for 32.9%-37.6% of the total population. In 2021, China will enter a deeply aging society, with the population aged 65 and above accounting for more than 14%.

When people are old, they have nothing to buy, because everything is available.Although medical expenses will increase, they pale into insignificance compared with the consumption of young people buying a house, having a baby, and raising a baby.

Moreover, China’s aging population will continue to deepen.

Consumers are getting older and fewer, so how will the consumer industry fare?

It may take a long time for consumption growth to recover. Everyone must be patient and mentally prepared. Therefore, it is a tacit understanding not to spend money indiscriminately and not to spend it if you can. consensus.

Under this situation, the vast majority of manufacturers doing TO C are very uncomfortable. Except for a few industries such as new energy, the vast majority of entrepreneurs and small and micro enterprises have to rely on TO B to survive.

For example, the home appliance giant Gree Electric announced on the evening of June 24 that its third largest stock, Tokiohai Internet, reduced its holdings of 110 million shares of the company through block transactions on that day, accounting for 1.86% of Gree Electric's total share capital. The third largest shareholder also wants to run.

I have written an article before. I think that as the aging trend continues to deepen and the entire economy becomes more complicated, real estate will have great difficulties. Enterprises closely related to real estate such as , Gree, , etc. are not optimistic. . In a certain entrepreneur group, an investor and supplier who may be Gree argued with me unconvincingly. What was the result? Gree's stock has been falling for a long time.

JD.com and Alibaba are in such an environment, and their growth rates will certainly be affected. Moreover, this is a major trend and is irreversible.

03

Entrepreneurs are actually "old-hearted"

Finally, entrepreneurs are also old, especially the "92 school" entrepreneurs. Some of their companies have even suffered major failures, and some have experienced industry decline.

In 1992, a large number of intellectuals in government agencies and scientific research institutes were influenced by the Southern Speech and took the initiative to start businesses abroad. Some of the best among them were called "92 School" entrepreneurs.

They are getting old. This is a natural law and it is normal. However, there are no energetic entrepreneurs to step up with the strength of the group. Instead, some young entrepreneurs retire early, which is somewhat regrettable.

Although new energy and other industries are not bad, in general, entrepreneurs are low-key, peaceful and even Buddhist. They just want to maintain the current market. Some are even actively shrinking. Under this general trend, sell stocks. It’s not surprising.

In my opinion, entrepreneurs gradually fade out because they are older. In fact, some successful entrepreneurs are just born in the 1980s. However, after assessing the situation, they choose to "lay down". In fact, they are "old at heart" and belong to the group of young people. It is very troublesome to lie down before old age.

In this way, the overall entrepreneurial atmosphere will be weakened. It is very important whether there will be high-spirited entrepreneurs in China in the future. The corresponding atmosphere and system are also important, because they are related to economic vitality, taxation, and employment opportunities. What to do with

? In fact, there are only six words "marketization and rule of law". Only more "marketization and rule of law" can make entrepreneurs dare to do things and be willing to do things, so that they can "not grow old".

The mysterious rich woman buying a European villa is a normal consumption behavior and a reward that entrepreneurs deserve.

What we should think more about is how to make them more willing to invest and do things. At the same time, we must have such a mind and structure: we are happy to see more young entrepreneurs afford European villas and yachts.

Only in this way can we have the opportunity to overcome the current difficulties and reach a more dynamic and vast shore.