On the evening of December 11, Yonghui Supermarket announced that Tencent intends to transfer 5% of shares of Yonghui Supermarket Co., Ltd. and 15% of its controlling subsidiary, Yonghui Cloud Technology Co., Ltd. by way of agreement transfer, It is precisely the start-up company that hatched the "Super Species." This investment means that Tencent and Alibaba will start new competition in the retail space.
Tencent, which Ma called "Great Competitor", chose Yonghui Supermarket? According to insiders, as an important shareholder of Jingdong, Tencent invested Yonghui this time in order to lay out new retail stores and compete with Alibaba. With the succession of Internet giants into the game, the retail industry's explosive battle.
Tencent shares Yonghui boots landing
11 evening, Wing Fai announcement that Tencent intends to transfer 5% shares of Yonghui Supermarket Co., Ltd. by agreement transfer, the specific details of the share transfer will be further negotiation and signed by both parties to determine the formal share transfer agreement.In addition, Tencent to be The Company's controlling subsidiary, Yonghui Yunchuang Technology Co., Ltd., will increase its capital to acquire a 15% stake in Yunchuang after the completion of the capital increase. The details of the capital increase will be further discussed and signed by Tencent shareholders and each shareholder .
Wing Fai Yun Chuang Wing Fai was established in 2015, a subsidiary of the current shareholding structure of Wing Fai Supermarket holds 52%, 4 Wing Fai cloud management team set up a limited cooperation of a total of 24% stake in the company, the actual controller Zhang Xuanning holds 12% stake and CTGEI, the capital of today, holds 12% stake. As the mother of super species, Yonghui Yunchuang has been serving as the 'innovation department' in Yonghui Supermarket. In addition to hatching 'super species' Yonghui Life 'stores and APPs Currently, Yonghui Life has landed nearly 200 stores, the number of super-species stores is 19.
It is noteworthy that the super species is founded and the actual operation by the cloud-based company, Tencent's interest in super-species can be seen.In fact, Tencent's long-awaited retail concern .In August this year, Tencent opened in Shenzhen first Home 'WeStore' entity retail stores, including the showroom, the surrounding shops and cafes in three parts.In early November, Tencent COO Ren Yu Xin formally proposed that Tencent will accelerate the opening up for the retail industry, launched the 'smart retail solutions' Fu To the vast number of brands, offline retail platforms and commercial real estate.
In Tencent stake before the news, Yonghui Supermarket has won the blessing of Jingdong.Now, Yonghui Supermarket stores in more than 80 cities in nine cities have settled in Jingdong home, store orders by Dada delivery.
Retail will staged 'two horses' confrontation
At the "Fortune" Global Forum in Guangzhou in 2017, Ma and Ma also mentioned that both sides are competing in more than a dozen areas and believe that normal and reasonable competition can promote development and stimulate the morale and the potential of the enterprise. , Means Tencent and Alibaba will start new competition in the retail area.
Ali put forward the concept of "new retail", Alipay continued to strengthen the infiltration of the offline scenario, recently Ali to 224 billion Hong Kong dollar acquisition of retail, the super giant RT Mart and Auchan into the map, after the Intime Department Store, Suning, Brilliance Group, Sanjiang shopping and other traditional retail transformation and retail 'dark horse' box investment, Ali is re-dig offline consumer bonuses, prompting Tencent also accelerated the pace of the layout of offline consumption.
Analysis of the industry believes that, as an important shareholder of Jingdong, Tencent this time shot investment Wing Fai, whose purpose is to offline the new retail layout and contend with Alibaba.
'It is foreseeable that focusing on the vertical type of fresh food industry will be the first choice of Internet companies, such as Tencent Investment Wing Fai's super species is one of them.As fresh food accounted for 80% of offline consumption, 90%, to seize the high-frequency consumer imports are Internet companies want to do, broke the line in this area is also expected to compete offline. "Brilliance said the founder of Brilliance Consulting, Tencent choose super species is the trend .Fresh food The field is indeed the highest offline category, and also the chase of Internet companies, such as the growing share of fresh products (including frozen foods and dairy products) on Wal-Mart's Jingdong-to-Home stores, which now account for 50% of all categories. Wal- The plan is to increase the proportion of Jingdong homebound fresh produce to 60% within three years.
In addition, the Yonghui superb species has long been regarded as the rival of Alisian boxer fresh superman, Yonghui Yunchuang, a subsidiary of Yonghui Supermarket, which is a new retail project to be hatched in 2017. It is a 'retail + restaurant' mix format. Up to now, the super species has 19 stores nationwide, and 2017 plans to open 24 stores.
'Internet retail system under the membership system, the payment system, the supply chain system, with the Internet giants into the retail industry, which also changed from one dimension of competition into a full range of legislation and competition.' Zhuang Shuai pointed out that online Changes in competition may soon appear, such as between WeChat and Alipay.But the situation is completely different under the line, the line is heavy asset operations, shop a long process, so the current competitive landscape in the retail short-term There will be no change.
Zhuang Shuai also stressed that the strength of Tencent is to do social, so Tencent retail model is 'decentralized', by enhancing online social networking to promote offline purchases, but in fact, consumers in the daily shopping or to facilitate the main, Social driving force is not obvious.And Ali's retail model is' central ', by providing businesses with traffic platform, innovative marketing methods and technology solutions, a large number of businesses will be concentrated on their own platform,' unattended retail '' Three-way system 'is the product of this model, so everyone will feel Alibaba shot very fast, online mode' decentralized 'is characterized by Tencent test entities retail entities will face the challenge.
Physical Retail Exploring New Retail
Prior to the RT-Mart and Auchan's parent company Gao Xin retail price of 22.4 billion yuan, "commitment" Ali, is already a ripple, Wal-Mart 'to the department store' renamed in the wave of retail transformation into a stone, super transformation When the Intime, Suning, Sanjiang, Bailian, Gao Xin and other retail entities have been retail giant Alina into the new retail chess game, the wait and see center of the heart is somewhat more waves, so when Tencent shares Yonghui Supermarket When the official launch of boots, the industry said 'not surprised'.
So, veteran supermarkets and supermarkets have embraced the electricity business after how flies it? Intime Department Store is Ali's new retail one of the first experimental field, but also became this year's 'double 11' line under the important venue in the 'double 11' Also handed in a good report card, Intime this year will participate in 'double 11' pre-order stores expanded to 21, according to Intime projections, more than 500,000 members to shop during the pre-order.
'In the new retail, we are carrying out the digitization of the human yard.' Yintai Business Group CTO Yan Xuepao accept Nanfang Daily reporter interviewed said that at present Yintai has done the same price online and offline, when the goods and prices are the same, Service becomes very important, Intime will continue in the digital consumer, integrated counter, intelligent warehouse coupled with force, to achieve global marketing.
The realization of global marketing means opening up channels, counter design smashed a lot of money, even if Ali blessing Intime has not yet out of 'burn' spell. 'In the new retail transformation we spent a lot of money, That share is very scary. 'Yintai commercial CEO Chen Xiaodong even used two' very 'to describe Intime's investment in new retail after nearly a year of testing, Intime recently introduced a price of 365 yuan paid members Card, hit the slogan is 'a dollar a day, then fold off 9'. "
In the current retail business in China, Intime is the first to launch a paid membership card, which Chen Xiaodong calls the new card "365 Card," a paid 365 card that offers discount to top-notch customers. In the case of serious homogeneity of goods, with more favorable prices to attract physical store customers. '' Chen Xiaodong said the opening of this business is his decision in June this year and some senior members of Intime to make the decision.
'The digitalization of the core business has brought great changes to Intime, such as membership system, originally only membership marketing, and now is the core business for the core members of the design.' Yan said the mall's core business is 'selling' in the new retail Times, '365 card' is a service that Intime Commercial has designed for its members based on the core business of 'sellers' so that members can feel 'every day in Intime offers'.
It seems the industry view, open membership system, supply chain system, counters intelligent, and then from the members of mining dividends, this process will completely subvert the store's original supply model, electricity supplier shares is only the first step, embracing the electricity supplier's Shopping malls there is still a 'burn' the way to go.