Ali's Future Trouble May Also Come From Jingdong.

UNIQLO withdrew it.

The reason behind the ship store is the personal communication between Ma Yun and CEO Ryui Masa, the parent company of UNIQLO.

According to people familiar with the matter, Ma had mentioned that if UNIQLO could enhance its loyalty to Alibaba platform, Ali would bring more traffic and sales volume to Tmall flagship store of UNIQLO.

Three months ago, when UNIQLO entered Jingdong, a series of resources including exclusive warehouses were obtained.

UNIQLO said that the reason for the withdrawal of Jingdong was that the sale of goods on Jingdong platform was not in line with its e-commerce strategy.

Jingdong said that the withdrawal of UNIQLO has nothing to do with its performance, because demand is very strong.

Faced with the same downward trend of consumption power due to the economic situation, it has to compete with Jingdong which is stronger than before, and more small volume e-commerce platforms to compete for the already saturated online sales market in China.

On the whole, China is already the largest online consumer market in the world.

According to statistics from AI consulting, in 2014, Chinese people created a total of 28200 billion online pactions, of which nearly 60% went to Alibaba's Taobao, Tmall and other platforms.

But Jingdong is gradually narrowing this gap: as it gradually expands from the 3C field to the whole category, and has begun to layout in cross-border, Shang Chao, fresh and other businesses, Jingdong in 2014.

It is 40% of Tmall's total turnover, which was only 21% in 2013.

In view of the rapid growth of Jingdong, you can see from the three actions of Ali in the first half of 2015, the intention of counter attack is:

The first is Tmall's "promotion in mid year".

6 years ago, Tmall, also known as Taobao mall, held the first "double 11" Shopping Festival.

Jingdong soon put forward its own "618" shopping festival for "double 11", and constantly attracted other bodies with less body size than Ali and Jingdong.

In the past few years, Tmall's counterattack against "618" was not strong. But in June this year, Tmall held a "month to year promotion" with a variety of themes for a month.

The two is Ali's huge cooperation with Suning recently.

In August 10th, Alibaba announced its strategic cooperation with Suning, with 28 billion 300 million yuan becoming its second largest shareholder, focusing on its offline stores and logistics system.

Considering that Jingdong's core business is also the sale of electronic products, this cooperation has almost turned the two sides into direct competition.

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Three, UNIQLO withdrew its official flagship store from the Jingdong.