The rumor of "dissolution" in response to the daily freshness: temporarily shut down Beijing -Tianjin and Shanghai Speed Dada business

On July 28th, the topic of "Daily Fresh responses to close the 30 -minute speed" appeared on Weibo hot search. "Securities Daily" reporter found that according to the service change notice of the daily fresh app homepage, the original 30 distribution was delivered to the next day, but the opening page still showed "the fastest 30 minutes of delivery".

After the stock price continues to be lower than the $ 1 retirement, after being forced to execute 5.33 million yuan, and delayed financial report release, the daily premium is adjusted in some cities to survive the front position model.

On the evening of the same day, it was reported that "Daily Fresh financing failed to be successfully delivered, and the company was dissolved in place." In response, the relevant person in charge of Daily Youxian told the "Securities Daily" reporter, "It is not dissolved, but temporarily closed temporarily The stoppage speed business has also been adjusted to the personnel. "

Affected by this news, before July 28, the daily stock price dived, which once fell more than 40%.

According to media reports, the daily Fixian Speed ​​Dama business shutdown nationwide and changed to the next day service. Several employees said that they received a notice last night that the daily stores of Youxian nationwide have been closed, and the update of the system level has been completed.

In this regard, the daily fresh aspects responded to reporters that under the goal of achieving profitability, the company adjusted the front position business, and the next day and other businesses were not affected. "At present, only the rapids of Beijing, Shanghai, and Tianjin have been suspended. When will it be restored and whether it will be adjusted by the front position business nationwide."

The front position mode is first proposed by daily freshness. The so -called front warehouse model is to send the products sent by the supplier to the city where the platform is located, and then use a refrigerator to send them to various front warehouses (small warehouse distribution centers). Stall the warehouse, and then the warehouse is responsible for picking, packing, and delivery to consumers within 3 kilometers of the store. The delivery time is more than 30 minutes to 1 hour.

Because the front warehouse mode solves the "last mile" problem faced by the fresh distribution of fresh distribution, the daily fresh fresh e -commerce track stands out. Since its establishment in 2014, a total of 11 rounds of financing has been experienced every day. Except for a round of strategic investment that has not been disclosed, the total size of the remaining 10 rounds of financing has reached 14.047 billion yuan. Investors include Qingdao Guoxin, Sunshine Venture Capital, and Sunshine Venture Capital. Tencent Investment, Goldman Sachs Group, etc.

In 2021, Daily Out Fresh was listed on Nasdaq. However, the loss of losses after listing has not been resolved. According to the daily financial data disclosed, from 2018 to 2020, its net revenue was 3.55 billion yuan, 6 billion yuan, and 6.13 billion yuan, but the net loss of the same period was 2.232 billion yuan, 2.91 billion yuan, and 1.65 billion yuan, respectively. Yuan, a cumulative loss of nearly 6.8 billion yuan in three years. In 2021, the loss situation has not been reversed. The latest financial report shows that in the first three quarters of 2021, the daily premium revenue was 5.547 billion yuan, a year -on -year increase of 23.89%, and a net loss of 3.018 billion yuan.

Under the pressure of performance, daily freshness tries to reduce costs by adjusting the front position mode in first -tier cities and making personnel adjustments.

"Closing the rapids business is not only because the cost of the front positions is relatively large in total costs, but also factors such as the low -efficiency of the back -end supply chain support." Chen Hudong, a special researcher at the Internet Electronic Commerce Research Center, told "Securities Securities Daily reporter, this does not mean the failure of the front warehouse business model, and the current operating model of the front warehouse is still exploring.

From the perspective of Mo Yanqing, director and senior analyst of the Internet Retail Department and senior analyst of the E -Commerce Research Center of the Internet, the competition of fresh e -commerce tracks is increasing. In addition to buying vegetables with Ding Dong, daily, you have to buy vegetables, daily orchards, and more fresh fresh. In addition to the competition, we must also respond to the entry of e -commerce giants JD.com, Ali, Pinduoduo, Meituan, etc., which is not small. (Reporter Wang Jun)

[Editor in charge: Huang Hao]

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