recently opened a "small supermarket" opposite the house, which is very simple.
You say it is a supermarket. It's a bit reluctant, because the products it displays on the shelves are just examples and cannot be directly traded.
So what is its business model?
It pulls the residents of nearby communities into the WeChat group, makes reservations in advance through WeChat, phone, etc., and then picks them up the next day.
Of course, you can also deliver it to your door, and you have to buy it for a certain amount. The business of
is extremely hot, and some popular products cannot be ordered at all, similar to hunger marketing.
Because its products are very cheap, organic cauliflower with a market price of 3.5 yuan/jin, it sells 1.5; Chinese cabbage with a market price of 1.5 yuan/jin, it sells 0.6...
is still very fresh.
I asked the boss, how do you make a profit when you sell so cheaply?
He said that we have a planting base, so we can make small profits but high sales.
But this statement is obviously unreasonable. Small profits but quick turnover means 5% cheaper than the market price to grab the market, not 50% cheaper to do charity.
I faintly smelled a trace of conspiracy, until I saw the concept of community group buying come on stage, then I realized that it turned out to be the "financial innovation" of the Internet giants, but this time the track became a vegetable seller.
diversion, subsidies and publicity, three-piece Internet harvest.
Squeezing out the traditional-education market-monopoly economy-harvesting traffic, every time it is this routine, can't it be something new? A large part of the credit for
community group buying can be attributed to the epidemic.
Take Wuhan as an example. In the worst case, everyone is locked up at home and can't get out. It's very happy not to go to work, but if you don't eat, you will starve to death. What should I do?
is okay, each community has an order group, you just have to go to the community to pick it up, and you can even ask volunteers to give you food to your door, buy a lot of government-delivered vegetables for 100 yuan, and stack them in Just eat it slowly in the refrigerator. The emergency method of
was applauded by everyone, but unexpectedly it became a new business model. The
capitalists realized that didn’t need to be contact-like when selling vegetables, and the community as a unit could connect businesses and consumers more closely. If
is made large enough to serve every community well, wouldn’t it be possible to monopolize the entire food supply chain in China?
You don’t need to ride a shared bicycle, you don’t need to book a ride online, you don’t need to order takeaways, but would you dare not buy food and eat?
involves people's basic needs for food, clothing, housing and transportation. They are often just needed. If you can get a slice of the just need, you can make a lot of money.
So the major Internet companies have all taken action, and the trend of the Hundred Regiment Wars has faintly emerged.
Entering 2020, the Shihui Group completed USD 88.3 million, USD 81.4 million and USD 80 million in round B, C and C2 rounds of financing in January, May and July. Ali participated in the B round;
2020 In July, Prosperity Optimal completed about US$800 million in C+ round financing, with Tencent participating;
In November, Shihui Group received another US$196 million in C3 round financing, and Ali continued to lead the investment...
Internet capital is like The locusts that cover the sky, as long as they are profitable, will rush to the wind. From business to capital games, they play happily every time.
The target of this Internet giant’s attack is probably the vegetable vendor at the bottom of the society. Tens of thousands of vegetable vendors may be taken away from their livelihoods.
"I want to eliminate you, it has nothing to do with you."
has an objection to this conclusion. I can only say that when Internet capital is heavily subsidized, it is really difficult for vegetable vendors to do business. The purchase price may be more expensive than the community group buying price.
But in the long run, the vegetable market will not disappear, and vegetable vendors can still sell vegetables step by step. The reason for
is that, no matter Internet capital or vegetable vendors, they are not the owners of resources, but the communicators of resources, so no matter how the capital is subsidized, one day they will return to their original profitability and return to normal business. mode.
At this time, the vegetable vendors can do business normally again. There are countless examples of
, such as the online car-hailing a few years ago, which is basically the same as community group buying. The
car is not capitalized, and the capital subsidy is just this model.
At the time when the subsidy was the worst, many taxi drivers also shouted that they couldn't live anymore. Some even quit their jobs and joined the online car-hailing services. It shouldn't be too easy to earn 2 to 30,000 a month.
After the capital war, Didi ruled the world, and the price was rising steadily. In the end, calling an express may be a few dollars more expensive than direct calling.
Consumers should not be too honest, who will play with you without subsidies.
Do you still hear that taxi drivers complain that taxi-hailing software is stealing business? The entry of
capital will indeed cause a devastating blow to certain industries in the short term, but what needs attention is whether capital owns resources or integrates resources. If
simply integrates resources, it will not bring great changes to the final consumers, nor will it eliminate traditional channels of competition, because the marginal effect of business is basically fixed, and returning to the essence of making money is the last word.
On the contrary, if capital has all the resources, you must be careful. This is not as simple as eliminating a certain industry, and it is not impossible to take the emperor to make the princes. The most extreme example of
is the Mexican drug-trafficking organization, which produces and sells drugs. They dare to face the government head-on, but there is nothing to do with him.
The Umbrella company in Resident Evil is also a model of capital fully possessing resources, eventually infecting all humans into zombies.
Fortunately, all Internet companies in China do are resource integration. Although it is sometimes ugly, it will not threaten social stability.
Imagine if a certain Internet company has the largest vegetable base in China, and then it relies on price to crush its peers, waits for its peers to almost die, and then raises the price of vegetables to monopolize, this is the most terrible state.
Of course, the government will never stand idly by on such matters. Resource monopoly must be in the hands of the highest authority and must not be scattered among the people, otherwise the trouble will be great.
As for community group buying, it is still in its infancy, and various platforms are fighting a subsidy war, but how long it will last is unknown.
We can understand that the subsidies provided by the platform are the livelihood money of the vegetable vendor, because the total amount of wealth is constant and will only be transferred through the channels.
So we don’t have to pretend to fight for hawkers while enjoying the benefits of capital in community group buying. If you want to take advantage of
, you can take it generously. There is no need to be a white lotus.
As for hawkers, short-term pains are inevitable, but they cannot disappear.
Because when a certain industry faces a state of collapse due to capital, the government will naturally come forward to mediate, such as small loans and real estate. It is the same reason.
Community group buying is not the first, nor is it the last. Internet technology does not develop technology and develop fancy harvesting, which is probably their long-term strategic policy.
