China network October 22nd news recently in the United States well-known financial blog Seeking Alpha, a registered ID as the investment manager of hedge fund WestEnd511 recently issued a document that, in view of the United States Trade Representative Office official website, found a copy of the trademark work (The Trademark Working Group) alliance to file the "2015" notorious markets list No USTR 20150016 "(" 2015 Out of Cycle Review Notorious Markets Docket No USTR 2015 0016").
the key conclusion of this document is that Alibaba (NYSE:BABA) and Jingdong (NASDAQ:JD) on its own C2C platform are fakes. However, the media and investors, especially the most North American investment institutions, the eyes are fixed on the selling Alibaba have the spotlight of the C2C platform, but ignore the Jingdong in this platform fakes rampant piracy problem is not less than the Alibaba. It is worth mentioning that many promising Jingdong argued that human Jingdong may be the winner in the battle field, because of the development of a few years ago Jingdong seem to draw on the Amazon (NASDAQ:AMZN) model, and then it is because Amazon to sell genuine stick with eBay (NASDAQ: EBAY) competition.
but in my opinion, this analogy has a big loophole. First of all, the Jingdong at present phenomenon of selling on the platform of C2C is also very serious. And after Taobao and Jingdong business platform on several rounds of dialogue, I think the phenomenon of selling Jingdong on the C2C platform is not actually better than Jingdong. Secondly, investors ignore the authenticity of the Amazon is not the only factor to defeat the eBay, the more important factor is the ability to build their own Amazon Prime ecosystem. And when it comes to the construction of ecosystems, Alibaba is more like a reference to the Amazon, especially its recent acquisition of Youku potatoes (NYSE:YOKU) confirms my view. (see "ecosystem" Alibaba Ecosystem Stronger Than powerful Alibaba: Ever) turn to the fifth page report, the report about the China electricity market, Alibaba and Jingdong have been included in the sale of fake pirated. The content is as follows, but there may be the most striking is that, very formal survey provided by the trademark work union, combat and selling piracy in Ali area of the background, a large part of the Jingdong and selling businesses selling pirated Ali was expelled.
this is a very important point because 1) the report by Alibaba to combat fake and pirated attitudes and behavior, and that the Alibaba has achieved some success. 2) the Jingdong on the C2C platform to lax management and selling businesses find another outside Taobao >