Where is the e -commerce road of the fresh "broken arm and stop bleeding" every day?

Zhongxin Jingwei, July 29th (Sun Qingyang intern Zhou Sijing) On the afternoon of the 28th, Daily Fresh was exposed to "local dissolution" and "company bankruptcy". In this regard, the daily fresh aspects responded that the company adjusted its business and organization under the major goal of profitability. The next day, Smart Vegetable Field, Retail Cloud and other businesses were not affected. Due to business adjustments and some employees have left, the company is currently actively seeking all possible solutions to ensure employee rights and interests to the greatest extent.

At present, there are still product display in the Daily Youxian APP browsing interface, showing the fastest day, and you can join the shopping cart. Among them, some products showed failure after joining the shopping cart without stock.

The shrinking front may be "broken arm stop bleeding"

The co -director of the Digital Economy and Financial Innovation Research Center of Zhejiang University International Commercial School of Business, Researcher Pan and Lin analyzed the cause behind the Sino -Singapore Jingwei Research Institute. At the same time, the high internal operating costs have not achieved the return of operating cash back, and the current huge front warehouse system needs to consume a lot of cash flow. Lack of cash flow sources, but it is burning money, which eventually leads to it. The operation system cannot be maintained. "

"Fresh e -commerce is an industry that burns money. It is definitely impossible to do without certain funds and resources. Therefore, the reason for the daily shrinking front of Youxian may be that there is a problem with the cash flow, or it is in a broken arm or a broken arm. Treating hemostasis. "Zhu Danpeng, vice president of the Guangdong Food Safety Promotion Association and an analyst at the Chinese food industry.

Isn't the forehead mode long?

Daily Youxian's first front positioning model, this model was once popular with the market and won the favor of capital. The so -called front warehouse model refers to the establishment of a small warehouse near the community, and the goods that were originally stored in Dacang, which were originally stored in the suburbs of the city, and the goods were issued nearby after the user placed the order. This model can greatly improve the delivery efficiency of fresh freshness. However, after some horse racing, the front warehouse model was controversial due to large amounts of capital occupation.

Weng Zichi, a senior investment consultant of Jufeng Investment Consulting, told the Sino -Xinwei Research Institute that the front warehouse is a low -threshold and easy -to -copy model. If an enterprise wants to take care of the cost and efficiency, it is difficult to achieve comprehensive profit.

"This model is more of VC (venture capital) like to watch, and it is not a long -term plan for business operations. The loss of fresh products and operating costs are more complicated than industrial products. The advantage of the end is the important barrier of fresh e -commerce. "Weng Zichi explained.

However, Chen Yucheng, a senior investment consultant of Jufeng Investment Consulting, believes that the front warehouse model can meet the instant needs of users to consume fresh categories at a lower cost. The daily freshness problem does not mean the failure of the front warehouse mode. In the future, the front warehouse will coexist with community group purchase models, home platform models, offline supermarkets and other formats to serve consumers differentiated needs.

What are the warnings on the fresh e -commerce track

The concentrated outbreak of the daily fresh crisis sounded the alarm to the fresh e -commerce industry. Pan and Lin said that the problem of fresh e -commerce is the common problem of the expansion of the Internet model. In the early days, the market share was used, but when the company reached a certain scale, investors needed Internet money -burning companies to have a certain profit monetization ability. Companies that have not found a profit method have had traffic on the way, but without forming a operating system, they are facing the risk of break risk of high capital chain. The current interest rate costs in Europe and the United States are increasing, so the capital consumption -type Internet model will become more difficult. But if companies can survive the cold winter of capital, they will show another weather.

Weng Zichi also believes that it is very difficult to use the front warehouse as a model to start business operations. The traffic is king, and the burning subsidy is not necessarily the only way for fresh e -commerce. "Enterprises eventually return to the profit model, transform traffic into profits, and form a unique business system in order to form a good ecosystem."

Fresh e -commerce still has the potential to develop potential in the future

The daily fresh start business "30 minutes of speed" is a sale of money. The recently announced financial report data shows that in the first three quarters of 2021, the daily cumulative loss of freshness reached 3.017.5 billion yuan.

Today's fresh e -commerce and community group purchases have become "black holes" in capital? According to Pan and Lin, most people think that logistics is commodity logistics, but the core of fresh e -commerce is cold chain transportation. Therefore, building an intelligent and comprehensive cold chain system is the ultimate goal of fresh e -commerce. From fields to users, fresh e -commerce companies should reduce the logistics radius to ensure the quality with efficient logistics. At this stage, the difficulty of fresh e -commerce is that the system construction needs capital, but now it is difficult to financing, and it may be difficult for investor confidence to maintain.

He emphasized that any system requires long -term accumulation, and many companies must pursue long -termism. In the end, fresh e -commerce still requires scale effects, and a standardized and integrated logistics distribution system is formed in fresh distribution. Using the built -up distribution network, more category of products can be connected in the future.

Weng Zichi said that fresh e -commerce is an inevitable trend, and it will not fall down because of a company. "In terms of capital investment in the field of freshness, the factors that need to be concerned are not a single market size, but to consider the core competitiveness of entrepreneurial enterprises from multiple levels such as supply, channels, operating costs, and profit models." Weng Zichi added. (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

This article is original by the Sino -Singapore Jingwei Research Institute, and the copyright of the Sino -Singapore Jingwei. Without written authorization, no unit or individual may be reprinted, extract or use in other ways.Editor in charge: Wang Lei

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