Historical opportunities in e-commerce industry? Giants next community group buying concept fire

category:Finance
 Historical opportunities in e-commerce industry? Giants next community group buying concept fire


The so-called community group buying refers to the group shopping behavior of users in a specific range (such as a certain community), which is a sales mode based on the relationship between acquaintances and semi acquaintances. In short, the community group buying is centered on the community. The group buying platform provides goods. The head of the community gathers the neighbors into a group. After the group members place an order, the platform sends the goods to the head of the community, and then the head of the community informs the group members to take things.

Internet giants come to an end

At present, the players of vegetable business are mainly divided into two types: self operated and platform based. The self operated mode is divided into front warehouse (such as daily Youxian, meituan and dingdong) and warehouse store integration (HEMA and Yonghui), while pinduoduo belongs to platform type.

In July, the company also launched the group purchase business department. This means that meituan has changed from the warehouse store integration mode to the front warehouse mode.

More admission, more subsidies to set up in August. Chen Lei, CEO of pinduoduo, said that the platform will increase investment in the field of agricultural products and make efforts to buy vegetables.

In September, Ali announced the establishment of a separate HEMA optimization division to enter the community group buying track.

Open source Securities said that the giants have increased the size of the layout, community group buying track continues to be hot. Community group buying, as a new retail mode to realize commodity circulation relying on the social relationship between the community and the group leader, has realized a more economical and convenient shopping experience through the mode of pre-sale + next day delivery + self delivery, and has outstanding competitiveness in the sinking market. In the short term, the flow advantage determines whether the platform can quickly increase the number of customers and realize the scale advantage; in the long run, fresh food, as an important category of community group purchase, the efficiency of product selection, procurement, warehousing and logistics will significantly affect the consumer experience. Therefore, the retail nature of fresh food determines that the mode of community group buying is heavy, the steady-state net interest rate is low, and the scale replication expansion is difficult. Supply chain construction is the key to the long-term success of industry and enterprise competition.

Societe Generale Securities pointed out that fresh food is expected to become a new growth pole of e-commerce, and many players swarm into the community, which is expected to promote the rapid growth of the industry. Fresh food is high-frequency consumption. For Internet companies, the flow value is huge. At the same time, the market space of fresh food industry is trillions. It is of great significance to boost the companys own income level to enter the Bureaus fresh food e-commerce Bureau. It is expected that companies can enter the community fresh food group quickly, which is expected to drive the income of major platform companies to a new level. Beneficiaries include: meituan, pinduoduo, Jingdong, Alibaba, etc.

These listed companies are involved in community group buying business

Huang Shanghuang: at present, the company has built its own group purchase platform to carry out group purchase business, and has carried out cooperation with rookie post station, prosperity and optimization, buy more vegetables, and meituan buy vegetables.

Ganyuan food: the company has cooperated with some community group purchase platforms, but at present, the sales of community group purchase accounts for less than 1% of the total sales.

Snowman Co., Ltd.: the companys cold chain logistics can be used for fresh transportation of community e-commerce. At present, the application customers have covered fresh e-commerce, farmers supermarket, etc. Supply and marketing collection: Baoji shopping mall Co., Ltd., a wholly-owned subsidiary of the company, plans to build a community group buying group around the Baoshang home platform, taking stores as the carrier, radiating the surrounding communities. Honghui fruits and vegetables: the companys sales channels include community group purchase platform. At present, it has cooperation with meituan, Tongcheng qianxianhui, pinduoduo and orange heart. Sanjiang shopping: Sanjiang member group app can support community group buying business. Zhongjing food: the company has started the community group buying business. At present, some regional cooperative community group buying platforms include food sharing meeting and dingdong shopping. Source of this article: Yang Bin, editor in charge of the first finance and Economics_ NF4368

Snowman Co., Ltd.: the companys cold chain logistics can be used for fresh transportation of community e-commerce. At present, the application customers have covered fresh e-commerce, farmers supermarket, etc.

Supply and marketing collection: Baoji shopping mall Co., Ltd., a wholly-owned subsidiary of the company, plans to build a community group buying group around the Baoshang home platform, taking stores as the carrier, radiating the surrounding communities.

Honghui fruits and vegetables: the companys sales channels include community group purchase platform. At present, it has cooperation with meituan, Tongcheng qianxianhui, pinduoduo and orange heart.

Sanjiang shopping: Sanjiang member group app can support community group buying business.