Even starting earlier in 2015, Alibaba foresees the urgency of physical retail layout and has begun to nurture projects such as Intime Department Store, Sanjiang Shopping before the new retail concept is put forward. Overall, it is at the forefront of the industry, Tencent buy Yonghui large-scale stores, but also in accelerating catch-up.
At the same time, Suning cloud business, the US delegation commented Jingdong, has been hungry smell of unattended retail opportunities, aphrodisiac, the United States and the United States, a day a group of startups such as excellent fresh aiming at the convenience of the office shelves According to the statistics released by the public, the accumulated financing amount in the unmanned retail sector has exceeded 50 billion yuan this year.Sequoia Capital, IDG Capital, Jinsha River Venture Capital Co., Ltd. and a number of well-known venture capital institutions such as China Light Speed have entered the market.
Blue Ocean among the industry, it is clear that the two main lines are still Ali and Tencent Department.In particular, Tencent shares Yonghui Supermarket, marking Ali's largest rival, came to the new retail front, but also the new retail wave into a new The stage of competition.
Two points world
According to the National Bureau of Statistics of China, the total retail sales of social consumer goods in November reached 3.41 trillion yuan, up 10.2% over the same period of previous year and 0.2 percentage point higher than that of October. The cumulative growth of January-November was 10.3% And the first 10 months cumulative growth rate unchanged.
In the 5,000 key enterprises monitored by the Ministry of Commerce, retail sales grew by 5.2% in November from a year earlier, accelerating by 0.2 and 0.3 percentage points from October and the same period of last year respectively, with a cumulative increase of 4.7% from January to November, 0.8 percentage points faster, after a string of offline retail sales challenged by the collective challenges of e-commerce, which later became the focus of competition for the Internet giant.
Alibaba's layout has also been affecting the A shares of investors nerve.From April 2014 strategic investment Intime began in 2015 to 28.3 billion yuan strategic investment Suning, 2.15 billion in 2016 into Sanjiang shopping in 2017 shares Lianhua Supermarket, until recently 190.01 billion yuan stake in high-retail Xinhua 21st Century Business Herald reporter rough statistics, Ali nearly 4 years in the traditional retail industry has at least dropped 75 billion yuan.
From department stores, 3C appliance chains, convenience stores in supermarkets, to the nation's largest supermarkets and supermarkets, Alibaba is pushing the new retail process of online and offline convergence in the same strain, that is, establishing exclusive cooperation by way of shareholding, Computing, logistics, big data and other fields to provide a complete set of solutions.
Just last week, Ali also invested in Australia, a subsidiary of the subsidiary of Daxon Agriculture Newland, Alibaba joint Yunfeng Fund to 320 million yuan of funds to obtain the latter 40% stake, Yunfeng holds a 17% stake. The capital increase of dairy products suppliers, obviously intends to cut into the upper reaches of the supply chain, improve the overall retail layout.
In an interview with 21st Century Business Herald, Zhang Yong, CEO of Alibaba, said that only by investing can we better participate in and understand the current situation of the operation of traditional retail enterprises, explore possible potentials and better find opportunities and pain points in the industry, Can really put the new retail ideas and the actual business results linked to the hook. 'Not only is Ali advanced fast, the entire retail industry is also very fast change since the box horse, all supermarkets have to put a few tables, stools. However, this is not really a new retail business, as offline businesses give us the online part and we help them to make the offline part better, which is the principle of all cooperation.
Just as Alibaba ran ahead, Tencent also invested generously in Yonghui Supermarket and Vipshop, notably, Tencent mainly used Jingdong as the main force in the new retail rival Ali. Jingdong in July 2017 Put forward the concept of 'unbounded retail', the core of which is similar to that of the new retail.Jingdong launched some new convenience store programs and unattended retail layouts in the second half of the year.
Liu Qiangdong, Chairman and CEO of Jingdong Group, emphasized in his internal e-mail that Jingdong will position itself as a provider of solutions for "retail infrastructure" with the core philosophy of "retail as a service." Meanwhile, Other forces, such as Nissin and others, also joined the new retail battle in specific segments.
Battle of old and new
Just as Internet giants shifted their attention from online to offline, Suning cloud vendors are hunters who wait until they have waited for their prey.
In recent years, Zhang Jindong, Chairman of Suning Holding Group, has been trying to avoid the tangled knot of employees in the business or not. The traditional game of retail and the Internet has become a threshold for getting around. By this year's '11 ', Zhang Jindong finally laid down his burden 'It does not matter if we are in a suit of the Internet, it's all about superficiality. In essence, we do the same things, reach consumers as soon as possible and provide the best service. The retail market is large enough not to be monopolized by one, Enough choice. "He told the 21st Century Economic Report correspondent revealed the latest ideas.
December 29, Suning held in Nanjing smart retail partner conference, Wang Jianlin, Sun Hongbin, Xia Haijun and other local industry chiefs rare for Suning Site, Country Garden, Poly, Greenland, Gemdale, Greentown, Merchants Shekou, etc. Zhang Jindong first disclosed his three-year goal: to achieve the 15,000 stores, more than 20 million square commercial entities landing in the two Earlier, Suning's goal was to open 5,000 new stores in 2018.
In the view of many industry professionals, the new retail model changes the old retail model not by subversion, but through online and offline integration and full integration.Zhang Jindong also believes that in the past transformation, Suning first opened the category Ceilings, from three trillion household appliances market, into the 30 trillion-scale market of large consumer goods.The second step is to open more formats by sharing the supply chain, logistics and data online.'Business prosperity, By no means rely on the traditional model, the need to use Internet technology to enhance the efficiency and experience offline, allowing users to take the initiative to return to the offline.
For consumers, an obvious experience is that offline physical stores began to focus on service and quality upgrades. Alibaba's box horse Xian Sheng played the 'traditional super + takeaway + box horse App' combination of cards, has now become Ali to promote the main force of new retail.Consumers in the store near the order within 3 km, 30 minutes can be delivered to your door.
Behind the technical empowerment to improve efficiency.Alibaba Group Vice President, founder and CEO of Boxama Hou Yi told 21st Century Business Herald reporter Boxian Xianping effect is already 3-5 times the effectiveness of traditional retail. We remove the middle part, including multi-level distribution mechanism, direct manufacturing enterprises, remove the middle of unreasonable costs. Manufacturers told me the cost plus the cost, plus some profit on the line, the other does not matter anything with the manufacturers. The so-called traditional store shelves fee, rebate fee.At the same time, we control the loss through big data, the manufacturer's loss of cost is basically gone.
At present, the super-species introduced by Yonghui Supermarket is exactly what it is, but the opening speed is far behind the rapid growth of new products, which will surely speed up the enclosure after 2018.
Senior Internet industry observer Wang Ruchen told reporters in the 21st Century Business Herald that there is no difference between the old and the new retail, the new model will only break the old thinking. 'Ali's new retail, in the data and marketing level, with all-media, Full link and omni-channel. While Jingdong can rely on infrastructures to break the space and time on both ends of intelligent technology and consumption, match the numerous fragmentation needs and adapt to multi-channel coverage, but in terms of media attributes and user dimensions, It is still lacking.
No tuyere
Hou Yi seems this year can be described as the year of the decisive battle of the new retail.He knows clearly behind the freshman box horse, there are 'wolves' in the catch-up.
In addition to the giant's stakes, there are also many new species emerging in the retail arena, unattended retail is precisely the capital of favorable, following the sharing of bicycles to become a new outlet.
In fact, the chasing popularity of domestic capital for unattended retail continues to rise since the fall of Amazon Go in 2016. Shanghai's first 24-hour unmanned convenience store, the Box of Fruits, appeared in Shanghai in June of this year, Baba no convenience store 'Amoy coffee' debut, the concept of 'no retail' once again attracted the attention and hot.
The unmanned retail entrants include Internet giants such as Amazon, Alibaba and Jingdong that explore offline scenarios by deploying unmanned convenience stores, exploring new retail formats, and traditional businesses like Haier and Wahaha. Retail outlets to expand sales channels, build sales port. In addition, daily fresh, hungry, Jingdong home O2O and the new retail company, is also relying on the original supply chain system into the unmanned shelves from 2017 unattended retail As for the proportion of financing quota in all fields in the industry, unmanned shelves accounted for 46%, smart containers accounted for 30% and unmanned convenience stores accounted for 24%.
Up to now, according to incomplete statistics, there are 35 flagship unmanned shelves companies, nearly 30 companies have been disclosed to obtain financing, with a total investment of over 3 billion yuan, of which the most concerned are Gomes and Orang Utan New start-up companies, especially the agile, have invested nearly 500 million yuan in four months, and Guo Xiaomei has raised 500 million yuan in less than half a year's time.
However, most people in the industry are cautious about unmanned convenience stores, and Cong Yongxing, vice president and managing director of Fosun New Technologies and New Economic Industries Group, admitted in an interview with 21st Century Business Herald on the current economic situation that it is not yet the time to invest. He argues that consumer demand for online experiences is activated, coupled with the civilian use of mobile payment, visual technology, AI and other scenarios, to boost unattended retail. "But some patterns are not necessarily right. New species, if the future is replaced, the cost is too high.
Yi media consulting CEO Zhang Yi told reporters in the 21st Century Business Herald, no one retail must first form a certain amount of scale sales, in order to reduce the cost of profit may be This is especially important for the industry in terms of timing and scenario, and there will be capital spending next year. "When the retail market needs change, whether it be the original e-commerce or traditional retail, and bottlenecks, they all have to change The biggest cost of the original retail entity was rent, and the biggest cost of the online platform was the introduction of traffic, both of which gave rise to new retail sales. "No matter how competitive Ali Telecommunication is, business operations are essentially essential.