In fact, since the epidemic, the head enterprises of fresh e-commerce have been booming. At the same time, there are also continuous cross-border enterprises entering this field. After Sinopec, PetroChina has also started selling vegetables recently.
The involvement of giant enterprises such as PetroChina and Sinopec in the fresh e-commerce industry will bring great network effect to the industry. Pan Helin, executive director and professor of the Digital Economy Research Institute of Central South University of economics and law, told Securities Daily that the two barrels of oil have more outlets and have obvious advantages in this field. It may challenge the current pattern and promote the early maturity of the industry. New entrants still have great opportunities.
Fresh e-commerce market is favored
It is understood that the business model of front-end warehouse fresh home was first launched in 2015. With its long-term investment in the upstream supply chain and the core competence of smart chain, the business scale exceeded 10 billion yuan and maintained healthy and profitable growth.
Nowadays, the financing of daily fresh food has given the fresh e-commerce industry a stimulant . Fresh e-commerce urgently needs to step out of the money burning mode and work hard on product quality and supply chain. Mo daiqing told the Securities Daily that in 2019, fresh e-commerce companies fell down frequently, and many fresh e-commerce platforms did not have outstanding characteristics in terms of product types, service experience, supply chain and distribution, and were in the stage of burning money to cultivate market and consumption habits. This mode of not forming core competitiveness could not last for a long time.
IResearch predicts that by 2023, the transaction scale of fresh e-commerce market will exceed 800 billion yuan. From the perspective of market concentration, the share of the top five enterprises in the fresh e-commerce industry will account for 57.2% in 2019, with obvious head effect.
Looking forward to the next five years, the online fresh supermarket industry will enter a stage of rapid growth. Xu Zheng, founder and CEO of daily Youxian, a reporter from Securities Daily, said that the industry structure is changing from the group race of 10 billion yuan level sprint to the elimination race of 100 billion yuan level long-distance race. The upstream supply chain ecology and digital chain will become the final winner and loser.
New models and formats have been created continuously
Recently, PetroChinas energy station online platform was officially launched. This is a new platform for fresh fruit and vegetable sales.
It is understood that in addition to the online platform, the offline physical stores of PetroChinas energy station are also under construction. In the future, energy station physical stores will be built in 30000 communities in major cities across the country, realizing the integration from traditional e-commerce platform mode to Online + offline.
At the same time, in February this year, Sinopecs easyJet convenience store launched the one button to car contactless shopping service.
Sinopec is known as the biggest troublemaker in the fresh e-commerce industry. It has more than 27000 easyJet convenience stores across the country, and each convenience store is a potential fresh front-end warehouse. Once it is fully launched, it is rolling grade.
The entry of Sinopec and PetroChina will promote the competition in the fresh e-commerce industry. They have their own advantages: gas stations, which can provide one-stop service for purchasing fresh products, but also have a user group. What they need to do is how to realize conversion and realization. Mo daiqing told the Securities Daily that at present, most fresh e-commerce companies are still in the stage of burning money to cultivate the market, and have not fully formed their core competitiveness. At the same time, the epidemic situation in 2020 has given fresh e-commerce opportunities, so there are still opportunities for Sinopec and PetroChina.
In addition to two barrels of oil such cross-border players, there are many traditional retail enterprises are also on the online force.
It is worth mentioning that with the expansion of the fresh e-commerce market, new models and formats are constantly emerging. For example, different ways such as front warehouse, store warehouse integration, community group building, store home, freezer self lifting are breaking through from the traditional fresh food mode.
Zhou Liang, the managing director of Huaxing capital, also told the Securities Daily and other media: Chinas fresh food industry has entered a new stage from the early stage of the development of the separatist powers, and the head effect is becoming more and more obvious.
Zhu danpeng, senior researcher of China Brand Research Institute, said in an interview with Securities Daily that new entrants must have strong financial strength, supply chain perfection should be very high, service system and customer stickiness should be very good, otherwise it is difficult to survive.
Source of this article: Yang Qian, editor in charge of Securities Daily_ NF4425