Manufacture L viewpoint finance and economics
Author L encourages greatly
On December 22, 2020, national market superintends total bureau to combine Department of Commerce to hold normative community group to buy order administration guidance to meet, in A, Tecent, Beijing east, beautiful group, spell great, drop to drip enterprise of 6 Internet platform attends, business of platform of conference requirement Internet is abided by strictly " 9 must not " .
And before this on December 11, " People's Daily " allude in relevant article " do not remember with concern only a few bunches of Chinese cabbage discharge of a few jins of fruity " .
Community group is bought, it is the past is the most popular investment circuit in a year undoubtedly.
Inside short time, countless factitious insanity, almost major also famous Internet tycoon end is participated in among them, apparently look, this is about " discharge angst " war situation and a revolution to supplying chain.
But deeper administrative levels says, this Internet company people to " money " clinging, buying dish user agglutinantly smally after all, high frequencily, high may be they cut the only chance that pays a domain.
Article general focusing 3 focuses, try to analyse reach Internet company is fond of " sell food " substaintial:
1, why to gather together " sell food " ?
2, what is the essence that community group buys the business?
3, have ulterior motives, and in pay?
Why to gather together " sell food " ?
Community group is bought 2019 for a time by look inside course of study empty, and epidemic situation lets his " against the wind breaks up dish " .
During epidemic situation, what flourishing actor chooses is new increasing user rate is at ordinary times 4 times, inn all order growth is at ordinary times 3 times. Erupt almost the growth of type, let Internet tycoons see another new flow enters the mouth.
Generally speaking, discharge is Internet company's mainest asset, but the development with old course, each large flow entrance of Internet world already basically was held by the tycoon.
Move especially Internet is large-scale after erupting, we witnessed O2O big fight, outside sell big fight, net to restrict a car big fight, share bicycle big fight, direct seeding big fight, sink big fight is waited a moment, each company grows in ceaseless competition, and discharge also is divided up gradually in competition.
Once discharge is added fast see a top, the outstanding achievement of each Internet company is added fast will put delay apparently, apparently administrative layer does not hope to see this, dig new flow point of growth to make the focal point of each decisive battle in last few years then.
Show by relevant report, community group is bought seminary at sinking the market, apply to the broad market that second line city reachs a village, this is outside sell or the market that other O2O business cannot cover.
Choose with flourishing actor for exemple, up to in September 2020, flourishing actor is chosen already enclothed 4777 class of city of level of 161 13 provinces, ground, 938 counties town, villages and towns and 31405 villages. Those who be worth reference is, mix according to national statistic bureau the data that build a department, our country had city of 293 ground level 2019, there was city of 1519 counties class 2018, town of eighteen thousand three hundred organizational system and ten thousand two hundred countryside, and 2.452 million villages.
than below, the industry sells to be under 3 lines outside the permeability of urban district is 30%-40% only, of 70% outside sell order to be contributed by city of a gleam of, a rural area a few outside notting have, sell.
A so tremendous " virgin land " , so fresh discharge and potential user paying fee, have tremendous appeal to all Internet company.
Note: Group of community of partial Internet company buys brand statistic
When wind of Wu Yue of manager of fund of Feng Beijing capital accepts media to interview, express, the mode that tycoons do not think community group is bought already ran, thinking to use present flow price to buy potential user however is appropriate, the commercial value of this group of users has not been dug adequately.
Besides discharge, community group buys itself also is an executable business.
The group is bought selling food is the first pace only, the tycoon burns cash allowance is to develop the consumptive habit of consumer, get market of user race to control, the modes of life and relation to their environment that builds with compose selling food drives other spending, next the square field surface to the life is outspread, take get offline on all consumptive setting below the line.
Spell great banner to fall at present " great buy food " besides vegetable fruit, still can buy daily expense general merchandise and small home appliance, the gross profit of these products leads vegetable of apparent prep above, also greet to future bring a likelihood.
What is the essence that community group buys the business?
The essence that community group buys is business of cable giving birth to delicacy actually " sink version " .
For quite a long time, business of cable giving birth to delicacy is in all the time " temperature " and " speed " the balance searchs between dot of these two core.
Here " temperature " point to cold chain, of major vegetables and fruits giving birth to delicacy save time finite, damage easy decay, easy metamorphism, easily, this lasts to swimming up and down raised taller requirement, also covert raised cost.
"Speed " show content flows, theoretic will tell, what should send only is quite fast OK avoid is major the degenerative problem of fruit vegetables, but Chinese with a vast territory, want to be in it is not easy to send for a short while, and many other people sheds car, equipment, personnel to wait to also need a large number of investment.
But these difficulty are not representing above community group is bought do not have a law to be done.
The clever person that do poineering work people in the balance " temperature " and " speed " later, storehouse of the buy before development went, platform and 3 kinds of mode that inn storehouse combines, utmost holds cost of product quality, control, and these 3 kinds of mode had run connect, and appeared daily actor delicacy, Beijing east the brand such as unripe delicacy of horse of excellent, box.
The problem depends on, these brands basically are centered in city of line of just a little, these area consumer demand are bigger, larger order and it is OK to purchase an amount share equally drops cold chain cost, and let inn-keeper have certain bargain right;
In addition, living district of city of line of just a little and working area are relatively concentrated, personnel also compares concentration, this reduced the cost that deserves to send.
And if everybody is careful,can discover after observation, show level community group to buy the area with good progress, not be the wide deep so traditional thinking is medium costly value area on north, however area of and other places of Nanchang of Changsha of Hubei Wuhan, Hunan, Jiangxi, and more the village of villages and towns that sink.
Because be in these places, tycoons still do not have cloth of there's still time to set his " blood capillary " , perhaps saying is cloth those who set is not quite complete still.
Ma Yun has said a famous remark " did not come 5 years, all businesses are worth redo. All businesses are worth redo..
Tycoons gather together now the community group that enter the arena buys blast tuyere, obtaining daily actor delicacy, capital namely actually east the pattern that horse of excellent, box lays delicacy to give birth to bright cable business etc is in " sink the market " redo.
Have ulterior motives, and in pay?
Community group buys random battle open up to now, in drop drop, beautiful group, A, spell great, Beijing east, the masses familiar to the ear such as suitable abundant can the name of detailed came in, analyse according to us, what these tycoons take a fancy to is the stomach of consumer not only, should draw out the purse of empty consumer more.
It is with beautiful group exemple, there was media exposure recently because a consumer buys dish to be forced to carry the incident of loan on the back.
The green girl that @ of small gain netizen does subtraction has brushstroke on beautiful group 305.95 yuan debt, will repay on October 8 originally, already exceed the time limit 90 days, accrual 10.12 yuan. This user is in sequel the doubt on small gain: "1 indescribable be borrowed money, sequel is consumed 23 times without limit normally, this debt is fierce, bills due break a contact still can continue to buy the food of 2 many months! Bills due break a contact still can continue to buy the food of 2 many months!!
According to its an account in one's own words, she serves from the finance that had not used beautiful group, sell outside beautiful group and beautiful group buys dish 1 times each to steal financial service to her, and those who produce many 100 money owe cost, 2 months interest turns over times.
Not come singly but in pairs, " 21 centuries commerce is commented on " also reported because was in the beauty to the group buys food and be opened,have a netizen the month pays a function.
Picture origin: Small gain @ does the green girl of subtration
The backside of all these, it is beautiful group conceals long already finance ambition actually.
2016, beautiful group pays a company through buying tripartite " moneybag treasure " obtain finance to manage license plate.
In those days November, beautiful group establishs Chongqing 3 fast small loan limited company, get a network small borrow license tag.
Last year during epidemic situation, the value that finance pays is highlighted even more, beautiful group extended business border from this.
2020 3 quarters, each business data obtains beautiful group to grow considerably, achieved 35.4 billion yuan of gross earnings, grow 29% compared to the same period, exceed the market to anticipate. And, include beautiful group retail realized 8.23 billion yuan of income with the new business that pays inside, grow 43% compared to the same period, run win whole to add fast.
Besides beautiful group, drop drop also expands a drop banking business in exert oneself.
It is OK to give the APP of travel to go up from drop drop see, ride at present fee pays after sharing bicycle to be able to cycle first, it is OK also that user of partial high order and degree takes a taxi " after be being multiplied first, pay " . On the other hand, drop drop finance still offers passenger danger, car advocate the insurance service such as car danger.
What in still this community group is bought, fry is the hottest go all out great.
Will begin last year in August, go all out great and frequent recommend to the user " after be being used first, pay " function. In December, go all out great go up sadly line " great purse " , use stand to decrease or be returned randomly now, highest 100 yuan such pulling new politic promotion.
More the message said a few days ago, spell great preparation have the aid of is arrogant 2021 year " Chun Wangong is wrapped " popularize its to pay professional work. But regretful is, go all out great because certain reason was exited " Chun Wangong is wrapped " contention, whether can affect its to pay business to popularize unknown next!
"A mark that finance pays to had become Internet company matchs, they have resource of discharge, channel, technology, can accelerate promotion by right of oneself platform zoology quick disbursement be born. " Ding Daoshi of personage of Internet industry observation expresses to media.
From the point of consumptive setting, community group buys a likelihood is the blank ground that had be notted pay tycoon forestall together finally, everybody can think, common electric business platform, give a platform, outside the tycoon that selling the backside such as product of platform, video platform, game to not have is not BAT level, when once need,paying, we jump the page that turn has a bank only mostly, pay treasure, small letter 3 option, in other words, look most paid to become the world that pays treasure and small letter on front.
And popularize business selling food come, captured first almost of everybody just needed, 2 come the custom can pay on the line that business of cable of have the aid of sells dish to foster an user.
Sink disbursement professional work to prefectural home village or town, the fixed spending that sweep a code had be notted form to be used to over (point to pay treasure and small letter to sweep a code to trade) when, have the aid of captures the first to pay an user from some APP, small order, this just is tycoons are contended for probably " sell food " the truth.
Summary
To all enterprises, with " money " relevant data is core secret, everybody is willing running water, trade the core data such as the forehead masters in others hand.
This truth is put on Internet industry body general also, receive pay treasure and small letter, it is the running water him company is mixed undoubtedly trade the forehead gives A publicly in, Tecent, this is the thing that any bosses are not willing to do.
Do not think person of be enslaved to be enslaved to is about oneself build to pay a system, but from the point of discharge entrance, have a challenge to pay treasure and small letter paying ability without which company almost, after all their system capacity is real too tremendous.
That is cut from other point of view only, this cut must be to just needed, high frequency, tall agglutinant, eat so eat and drink drink became best option.
"Discharge -- electric business -- finance " it is special clarity and the Internet company that can duplicate grows course, there is A in what this goes on the road in, Tecent, Beijing east etc, include to had been shown pay go-getting beauty round, drop drop, go all out great, still have the small gain that catching up with antecedents, Bi Bi, tremble sound.
And finance is interest rate of company of an OK and great promotion, pull open the business that is apart from with adversary quickly. Those who make a person anxious is, below the premise that gives chaos of active course of study to resemble for many times before this, internet company uses finance to the method reaps an user or will do not have a bottom line more and more, move toward the brim of out of control eventually.
Statement: The article does not make investment proposal, reprint make clear origin and author please
