Recently, Yonghui Supermarket Co., Ltd. announced that Tencent intends to transfer 5% shares of Yonghui Supermarket Co., Ltd. by way of agreement transfer. In addition, Tencent intends to increase capital of Yonghui Yunchuang Technology Co., Ltd., a subsidiary of Yonghui Supermarket. , Intends to obtain a record in the capital increase 15% of the equity.
Two days before the announcement, Alibaba formally proposed an unconditional cash offer to acquire the entire issued shares of Gaoxin Retail at a price of HK $ 6.5 per share, while Gaoxin Retail was announced as early as November 20 Announced that Alibaba Group, Auchan Retail, Runtai Group reached a new retail strategic cooperation, Ali will invest 22.4 billion Hong Kong dollars (about 190.02 billion yuan), direct and indirect holding 16.16% of the Xin retail Shares, which became the latter's second largest shareholder.Gaoxin retail has Auchan, RT-Mart two major brands in 2016 revenue of more than 100 billion yuan.
As early as last year, Ma proposed a new retail, Jingdong also proposed the concept of the fourth retail revolution, the two companies are exploring the development of online from offline and fight for the dominance of public opinion. On the other hand, compared with the scale of 30 trillion yuan in total retail sales in China, the electricity supplier accounts for only about 15% and the traditional retail market is even larger.
In fact, the reason why e-commerce has developed rapidly in the past ten years is that the e-commerce as a supply chain between the production side and the consumer side has been eliminated and the production is directly facing the consumers. Therefore, there is a huge low-cost advantage However, in traditional retailing, there exists a multi - tiered wholesale link between production and sales, such as wholesale distribution at provincial, municipal and county levels. When the retailer finally obtains the goods, the cost will be much higher than the ex - factory price. Bloated supply chain encroach on the profits of the production and sales department.Electricity business and consumers only between the e-commerce platform costs, delivery costs, greatly reducing the cost of intermediaries.More advantage is that e-commerce with the same transparent price For the national consumer, thus rolling around the traditional retailers.
As a retail platform, e-commerce enterprises find a great imagination in the traditional retail supply chain, which is too large for most products not suitable for online sale or too expensive for online sales (such as fresh food freezing and distribution ), If the e-commerce landing, the direct connection between production and sales, which means there is a huge profit possible.For example, Alibaba is a large-scale investment in China Xinhua Xian, Ali occupy the retail end of the production segment procurement has a large Bargaining power, and, Ali can both global procurement, but also direct production, production and marketing train, take the initiative in the market.
Another channel where e-commerce is involved in traditional retail is so-called empowerment. For example, Jingdong proposes traffic empowerment, efficiency empowerment and user operation empowerment to empower traditional retailers and help traditional retailers complete the Internet transformation and upgrading. Alteration of millions of couples across the country through the big data for the mom and pop shops to provide the market selling commodities, Ali plays the role of suppliers (wholesalers), but also can have a large consumer end-use data, take the initiative to reverse the production side. Said that the so-called empowerment is mainly for obtaining big data of offline retailers.In the future, big data will become the king of the market while production and sales are just migrant workers.
We can see that the vertical integration of the retail industry contains tremendous treasures. This is because the traditional supply chain in China is too backward. If the e-commerce providers take advantage of their Internet experience, big data, brand name and capital, they will be involved in the vertical Integration, will gradually defeat the traditional retail business.Ally, Tencent and other acquisitions of the traditional chain of commercial enterprises, is to seize the sales side, and the accumulation of large amounts of data in order to reverse the production side through group purchasing, big data and so on, and thus Get huge profits in the middle.
Taking into account China's annual retail sales of more than 30 trillion yuan, but also in the process of consumer upgrades, the demand for high-end products, fast growth, high profits.This is why Ali large-scale promotion Carter Xian, Tencent also followed shares Yonghui Because Yonghui subsidiary Yonghui Yunchuang also introduced Yonghui super species at the beginning of this year and adopts the mixed mode of "high-end supermarkets + fresh food + O2O", which is similar to that of Alibaba's strategic investment. Fresh and dining mode, in the era of consumer upgrades market demand, greater profit margins, therefore, Ali and Tencent are giants are scrambling in the enclosure.
Not long ago, Ma Huntang said in an interview in a forum: Alibaba and Tencent are stressed empowerment business, if the two have different places, maybe I value the empowerment of the security level, if that is Assumers' incomes and profits are in the hands of the enablers, and there is no security at all. This judgment is of crucial importance to us. Just as human beings are currently concerned about artificial intelligence and counter-attacks. If one or two giant corporations control Business Supply Chain and Market Big Data, then all suppliers mean just foundries, and consumers also lose the freedom to choose, leaving only the commercial empire.