would like to ask what is the hottest investment project this year? It must be non-community group buying! The
community group buying book came to the end of 2019. This track has been mourned. Many small and medium-sized start-ups have closed down one after another and can't survive because fresh food is too expensive. In 2020, due to the arrival of the epidemic, a blessing in disguise, community group buying suddenly began to break out. After users slowly formed their habits, the daily order volume began to approach from one million to tens of millions. You know, once the daily order volume exceeds 10 million, all the giants must be unable to sit still. What does this mean? A brand new traffic portal is about to be born, and a brand new payment system may even appear.
Let’s take a look at the financing news of community group buying this year:
In January and May 2020, Shihui Group received an investment of 8830 and 81.4 million US dollars respectively;
At the beginning of 2020, Jingdong merged the district and Youjia shop;
June 2020 On 10th, Tongcheng Life received US$200 million in Series C financing;
On June 22, 2020, Xingsheng Optimal received US$400 million in Series F financing;
On July 7, 2020, Meituan’s "Optimal Business Unit" launched Meituan Optimal ; Z1z
On July 28, 2020, Ele.me launched "community shopping";
in August 2020, Didi’s "Orange Heart Optimal" went online;
on September 1, 2020, Pinduoduo’s "Duo Duo Cai" was officially launched ; Z1z
In September 2020, Hema established the Hema Optimal Business.
On November 3, Cheng Wei publicly stated that Didi’s investment in Orange Heart Optimum is not capped, and it has won the first place in the market. Listed as the third growth curve of the group after group buying and food delivery; Looking at Pinduoduo, in just 2 months, Duoduobuy has been launched in 22 provinces and 110 cities across the country; Alibaba is fully supporting Shihui Group , Tencent is fully supporting Xingsheng Optimal.
Around the fresh retail battlefield, in addition to the community group buying business, there are other multi-dimensional competitions, such as fresh food e-commerce: daily fresh food, Dingdong shopping; such as fresh food supermarkets: Yonghui, Yipin, Fresh legends and so on, this fresh and white-hot war, like the thousand regiments of the year, has entered the stage where the bayonet has become popular. Will
community group buying be a giant one day in the future, realizing one or several dominance? The answer is possible, but difficult. Because community group buying involves three core competition points, a stable supply chain ecology, the regional operation capacity of the local group leader, density and penetration, and these three competition points have strong regional characteristics, which can not be expanded roughly in the past. Replication is achieved.
Nowadays, giants are also growing. We can't see the boundaries. As ordinary people, in addition to the wool, we can also see the business opportunities in the community group buying of fresh food retail in a small area in terms of the characteristics of community group buying operations. . Sometimes we don’t need to do much to manage a thing, be well-known across the country, and we don’t have to occupy the entire market. When we focus on a certain area and work hard on operations, quality control, and service, we can also get what we get , Achieve a career.
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