Love and intelligence behind a package

Okay ~ I am in history, my daily life is a scientific and technological big cow that opens five lakes and four seas. I will try all kinds of postures to tell you the boundless brain and warm story. If you want to be friends with me,).

Love and intelligence behind a package
Wen | History
(Zero) a small problem
You are an ordinary Beijing Chaoyang, you hate the life of the nine and fifth and want to start a business.
You have developed a "cat eye sunglasses", not only look cool, but also has a built-in high-tech function, eye movement control taking pictures, and the eyebrows can also be alarm.
You will set up 100 glasses from the factory, piled in the living room, personally play live broadcast. Product useful, pricing and conscience, really popular, sell light in a few minutes.
Turning, you called "Puppy Express", the brother of "Puppy" is pulled away from your home and sent it to the buyer in all parts of the country.
Not long, your business is, the greater, and you can sell thousands of "cat eye sunglasses every day."

(Because the islands in the South Sea are too wide, it is particularly emphasized for the picture expression, and the picture is not particularly emphasized. Middle brothers resolutely support the unity and territorial integrity of the motherland, and struggle with all the dissection of the motherland.) This statement.)

In addition, you have encountered a small problem – your living room is not big enough.
One car smart glasses are sent from the factory every week, and the at home is not in the home.
No way, you decided to take the money in the piggy bank, rent a real warehouse, hired a special warehouse administrator, I also made a system that automatically fills in the order address, puppy express is also arranged. Special car, go to your warehouse every day.

(Because the islands in the South Sea are too wide, it is particularly emphasized for the picture expression, and the picture is not particularly emphasized. Middle brothers resolutely support the unity and territorial integrity of the motherland, and struggle with all the dissection of the motherland.) This statement.)

However, the more business is more, you encounter a new problem – a warehouse is not enough.
"Cat Powder" (fans of cat eyellaway) will place an order, but you only have a warehouse in Beijing.
The receipt of the area around Beijing is very fast, but Hong Kong, Macao and Taiwan and the western friends can wait for two days. Everyone gave a message to spitting, you shipped slow. . .
No way, for cat powder, you bite your teeth, add two warehouses in Chengdu and Shenzhen to allow the factory to send the goods to these three warehouses.
Take the principle of "recent delivery": Hu Jian fans will be shipped from Shenzhen Warehouse, and Chongqing friends will ship from Chengdu warehouse.
In this way, although the cost of transportation has increased, your delivery speed is guaranteed, and the word of mouth is saved.
Subsequently, under the "恿" of the fans, you enrich the product line, launched a cat eye headset, cat eye camera, cat eye brush, razor, and a lot of various types.
This brings a new problem – people in the warehouse are not enough.
Various products are different, different placement positions, after the customer order, the few teachers in the warehouse ran to ran all kinds of picking, they can participate in the marathon competition. This is much more efficient than just picking a product. . .
So you have to make more staff of the warehouse, but also have to give them training, and the cost has increased a lot.
Soon, you are already a famous brand of small, starting to participate in 618, double 11, and a variety of promotions.
But there is a problem with promotion, which will cause sales of sales. One wave of big promotion, some warehouses sell, and some warehouses still have left.
So you have to face a new issue – inventory lacks coordination.
So, you find two experts’ big cattle:
One is responsible for "sales prediction", he will measure the future sales according to the historical data at the time of the previous promotion, reasonably arrange the stock reasonably; one is responsible for "balancing inventory", he will adjust inventory according to the sales situation, such as put a The warehouse is saplified to the B warehouse.
Although experts have high salary, sometimes forecasts will be mistaken, but after all, there are many "out of stock" and "slow sales", and overall is still very cost-effective.
However, the world has not ended from you.
Look at the previous map, no matter how many people in your warehouse, how many people in your warehouse, from "Your Warehouse" to "User Hand", the paragraph still needs puppy express delivery + delivery .
One day, your Beijing warehouse is going to send a lot of goods, the manager of the puppy is telling you in the phone: "Why didn’t you say it in advance, today we are super busy, the capacity is not enough, can’t make so many goods …"
The next day, your Beijing warehouse suddenly shipped very small, the manager of the puppy is spit: "Yesterday, the car is not enough, I deliberately give you a few cars today …"
Thus, a deep problem is highlighted – the lack of coordination on the supply chain.
You have to play a big hand, and the puppy express has established a deep cooperation. Dock your sales system and puppy logistics system, sales of key data to the puppy express in real time so that they can make arrangements in advance according to data.
Hey, you are not forgotten, and it’s actually a company that is a product. . .
Every day, the "breaking" of the supply chain is dealing with the supply chain. It has taken a lot of energy (° ゝ °) ╭, slightly does not pay attention, the supply chain cost will soar, this is not a lot of profits. trace. You are getting more and more time to study the feedback of "cat powder", and there is no new product, and the word of mouth is gradually out of control.
Yue Yue is tired, the cat powder began to spit in social media, and you are a capital home that is not conscience, your sales also begins to decline. . .
In the middle of the night, you have a big green stick suspect a life: My initial heart just wants to be a good product, why is it last? ?
Turning, you can’t bear it.
You don’t find someone, we do"Integrated supply chain "just can solve your problem.
Our puppy logistics has a warehouse in all parts, and the warehouse is all intelligent robot sorting and handling, which is much higher than pure artificial efficiency; we also have system intelligently predict sales, calculate the number of replenishments, automatically balance the inventory of each area – These all can be used!
Moreover, with an integrated supply chain, the data is naturally open, and the distribution scheduling is also easier. In the future, you only do your products, pay the hardships of the supply chain to us, this is not very cool?
Your tears come: "Big Brother, I have tossed a few years of supply chain, next time, can you tell me a few years …"
Lausa said: "Brothers, sorry, we are late …"
Ok, today’s brick story will talk about it first, we go back to reality.
It is estimated that you also guess it, this story is to adapt from the real incident. The puppy inside is – "Jingdong Logistics".
According to my secret observation, ordinary people’s understanding of Jingdong retail (Ji Dong Mall, usually buying things), but there are many misunderstandings for Jingdong logistics.
The biggest misunderstanding is: Is Jingdong Logistics not shipped by Jingdong?
I have talked about several old drivers in Jingdong logistics in the last month. I found that they did, I have already written a popular science article immediately.
As I mentioned earlier, Jingdong Logistics The present is "integrated supply chain".
Tell, this name is not sexy. I thought how to use a sentence for a long time to describe "integrated supply chain." Later, I found that one sentence is not, a picture may be.
If you take the goods from the factory than a drop of ink, the technology integrated supply chain is like detergent, as long as it is dropped, it will make the pigment instantly to the place where they should go.
Brush, just like this.
The Creator’s ghosts are of course very cool, but the teachers of Jingdong logistics must use human limited technology to simulate this "speed spread" effect in the "real supply chain scene" on the nine million square kilometers of land, difficulty It is really not small.
Don’t worry, I will give you detailed science these punk technology, before this, I want to spend a little time to discuss a question:
The supply chain will come to the point where you need such complex technology today?
More than ten years ago, there may be 10% of people with a soft. May I have such a big proportion? It is certainly won’t have, because everyone has their own shampoo brands and products.
Jingdong Logistics CEO Yu Rui sits in front of it describes such a rushed common phenomenon.
Yu Rui
Everyone has feelings, because our needs are like explosive fireworks"Segment". Today is in the consumer field, no matter how much star’s products are hard to make a rivers and lakes.
But why is demand to be subdivided?
My thoughts began to float, and there was an interesting demonstration logic in front of them:
Everyone has countless "demand" inner heart, these needs are spel, which is the unique graphic of everyone.
We may have a common demand, and some of our graphics is coincident.
When the level of economic development is relatively low, everyone’s needs are basic demand, such as eating and full of food, washing their eyes. So this time, if you draw a "demand map", everyone’s demand pattern is squeezed.
In the face of this map, the most insurance method of merchants is to produce the highest demand of demand.
So before ten years ago, there will be "a lot of people with the same goods".
However, with economic development, new companies have produced new companies.
At first glance, the previous demand height-catching products have long been done, and the new brand can only find "although the coincidence, but less than the number of people" can only be found on the map. Just like here.
After more subdivided products, interesting things begin to happen:
People find that it is best to buy things that suits you most, there is no need to use a lot of gentle.
This kind of thinking is like "breeding grass", and everyone has repeatedly re-examined their hearts and ask yourself what you need.
After thinking, their needs have also begun to change.
Note that I am in describing a mutual process: the product is getting more and more, and the demand for people is getting faster and faster, in turn promotes the product segment, and then promotes demand variation.
If you are an entrepreneur, there will be a "unlocking process" in front of you: the user’s needs are locking, your product is the key.
In the past, the demand is stable, the user is like a traditional general lock – you only have a key, you can open the user’s atrium; now the user needs floating, like a password lock – your hand is still Can open the user’s heart, will change your password tomorrow. . .
First, you have to send as many goods as possible to the user’s hands in the shortest time. There is not much time for the Chinese team, hesitating will be defeated.
Second, I still don’t dare to prepare too many stocks, because I don’t know if I have a "password" in my hand. During the night, users used the big brother, I still hold a bunch of BP, but it can be too irradiated.
In the movie "riding the wind and waves", there is a plot of a bunch of BP machines.

All brands want to use fewer stocks, faster speed, to meet more potential sales opportunities. This is the future we see, and it is also our service available from the perspective of the supply chain!
Yu Rui said that he had to have 10,000 times, and he had already considered it.
Now you probably understand what the ink drops into milk is saying.
Just a drop of ink, this is "less stock"; spreading the whole water, this is "more potential sales opportunities"; instantly spread, this is "faster turnaround speed";

Look at it again

How can it be done?
To be a brother, it is very simple. Just need two magic weapons: First, there is "Zhuge Liang"; second, there is "five tigers".
What is "Zhuge Liang"?
You still remember in the example of "Cat Eye Mirror", we invited a few big cattle experts to help us do "sales forecasts" and "inventory balance"? These two characters are part of "Zhuge Liang".
The most cattle Zhuge Liang need to do "whole knowledge":
In the brain, the sales volume of the next period of time is determined from the factory to order how many goods will be booked from the factory. Which bin is put into it; also consider the sortie in the warehouse, the number of distributors in the area is not enough; if you have a hair loss, you have to think Inventory supplementary strategy; slow sales, you have to get out of the stock promotion strategy.
How is it, is there a strategic taste?
Why is it "five tigers"?
This is better understood, you have a magical calculation, no Guan Yu Zhang Fei gives you the charge, do you have to pay more?
You still remember that in the example of "Cat Eye Mirror", we rented a lot of warehouses, and also hired a lot of masters in the warehouse to help sorting, and the goods had many little brothers after coming out of the warehouse. These are part of the "five tigers".
The most cattle five tigers will be "all-round":
Any order, the system wants to pick the goods within five minutes, I can pick it; the system hopes to send it within 12 hours, I can send it. Send a trip to the goods, the tea in the cup is still cold. . .
How is it, is there a warm wine Huaxion?
"Zhuge Liang + Five Tigers", is this what the "integrated supply chain" of Jingdong logistics is doing?
Yes, but not accurate enough.
In fact, from the beginning, Zhong Ge is deliberately hiding a small secret.
When you see my "cat eye sunglasses", you are saying to find experts to do forecasting. To find a master to pick up, find a little brother to help the goods, these are pure people’s labor (whether physical strength is still brain power .
As long as it is a person’s labor, there are two unable to host a gap: The first is that the marginal cost is very large. If you want to do more, you will have a person; the second is to play unstable, people will always be emotionally And physical restrictions, sometimes complete the task, sometimes it is a bit.
Therefore, a supply chain system coordinated by all the links is impossible to do efficiency.
The things that Jingdong logistics is doing, in key places, "brain labor" with "large-scale data" and "artificial intelligence algorithm"; "intelligent robot" and "Internet of Things Technology" assistant "physical labor ", Combining people and machines.
The conclusion came: they want to create – "Saibo Zipue Liang" + "Sai Bo Wuhu will".
First look at a few pictures.
This is an ordinary warehouse ↓↓
This is the warehouse of literary, ↓↓↓
This is the warehouse of Jingdong logistics ↓↓

That is like a ladder, it is calledWolfIt can take the designated item from the three-dimensional shelf, hand it over to the picking staff; carry the shelf on the ground, callWolfIt is also used to transport goods to pickers.
That cart between the same place like a beetleAGV sorterAfter the pick-in-chip is finished, I will be thrown into it, it can be sent to the designated "pit". Then there is the automatic cross-band sorter to carry the express mail, waiting for the loading.
Have you found that all the heavy efforts involving human beings running, are giving these two "wolves" and cars. Picklepers only need to complete "light and serious thinking" in the original place.
Originally requires a master to eat 10 buns, now only need "wolf" to do it, and "Wolf" will not have lumbar muscles, but also the efficiency improvement is obvious, but also protects human workers.
Two "wolves" is just the most common creatures in Jingdong’s warehouses, in fact, there are many interesting technologies around them.
Before introducing interesting technologies, give you an interesting friend.
Civilization is the person in charge of the technology innovation of Jingdong logistics intelligent supply chain platform. He is a non-critical technical control. In 2014, he helped Jingdong logistics distribution system as a general architect.
Civilization
In these two years, he received a new task, using the technique of various "evil gates" on the "Sai Bowang".
For example, these wolves that have just been said, it will be full of rooms. If each wolf is dragging a signal line to run, you will be entangled into a scorpion. So in real time, the command is accepted, and the wireless signal must be used.
However, the problem is that the area in the warehouse is large, the structure is very complicated, and some are blocked, and some are interference. To ensure that each corner has a signal, and the signal is to be reachedIndustrial stability.
In this way, traditional Wi-Fi has no way to provide a stable network guarantee. Civilization, they are introduced5G special network technology, The wireless network becomes low, and it is reliable, which can guarantee that the business is killed.
Just like this to evenly cover the entire area
For example, the warehouse is once a "inventory" every day or week. Inventory, it is to see the number of actual products and the number of records recorded in the system.
The traditional inventory method is that the masters take the scanning gun standing next to the shelves, a box, a box, and enters the system.
But this method is not very good. As a result, sweep sweep is easy to fatigue, missing some; second, hand-working speed is unhappy, the big warehouse requires many people to do it.
The civilized team came to the inspiration and made a "automatic inventory system" of the sword.
They used the RFID tag.
RFID listened to a bit strange, in fact, the access card and bus card technology you used every day. Put a "bus card" on the product, then design a "reader" with a high sensitivity antenna, so that the robotic car is pulling the reader in the channel, and the goods are "disc" arrive.
Of course, this thing is nothing to say so easily. For example, if the sign is never pair, it may halt; if it is too close, it may cause interference.
In 2020, the civilized team also specially went to a warehouse for a few months, which is a variety of tests: how to put the goods can make the inventory most accurate.
The masters of the warehouse felt annoyed: This helped us, this is a drum, we still have a matter to do, how can you have a leisurely with them to move. . .
Civilization, they have to accompany their hands with their hands.
Later, the experiment was successful, and the civilization made a master to walk from the roadway from the roadway. The signal was adsorned like a magnet. After the brush brush is completed, everyone will release light: "It turns out that you are still something what!"
In 2021, this "automatic inventory technology" has been promoted in many warehouses in Jingdong logistics, saving a lot of time costs.
In other words, there is one less one less than one less, but the other thing, but there is no mistake.
This is safe.
The civilized team has made a complete set of "smart security systems" with computer vision (CV). Through artificial intelligence to identify abnormalities, such as the fire passage is blocked by things, the parcel is from the conveyor belt, or a "wolf" fault Smoking, even strangers are mixed into the warehouse, they can be pulled out in one second.
Just said, the sorted express mail will be all, waiting for the truck to pull away. The place where the express mail is loaded is called the platform.
After the truck is coming, it is necessary to stop at which month platform is manually directed by the staff. Civilization, they have made a "digital platform system". According to the data packaged in the warehouse, the truck is allocated for the truck in advance, and then automatically directs the truck with the mobile app.
On the backbensorship screen, each of the staff is all in the entire platform, the real-time progress of the loading is also clear.
After the goods transfer from the warehouse to the truck, there will be a "signing handover" action, and there will be a problem to trace responsibility.
It turned out that this handover work is to fill the paper, and we must print four or five A4 paper, sign a few words. Now, civilization they have made a "chain sign" block chain system, and the transfer work only needs the driver master to click the button on the phone, and it will never be wrong, no one can reliably.
Is this what is it?
for example. The mobile phone of the driver is certified by the certificate, that is, only through his mobile phone accessing this system, it has the right to click "Receipt".
Once the driver is confirmed, this information will broadcast on the entire block chain. The block chain, you know, anyone wants to change this record, which is comparable to the day.
Don’t look at this small technology upgrade, not only save a lot of paper, but also save a lot of valuable time – it is half an hour for half an hour, now a minute. This means that you buy things from Jingdong, eliminating out half an hour.
This is the past paper signproofer.
After the team opened, the intelligent system also uses the land.
All the Mercedes-Benz trucks on the road will be reported to the cloud "big data scheduling system" every three seconds; there is "auxiliary driving system" on the car. If the front car is close, or the driver mental state is not good, the system will Reminder; and, if transported is cold, there will be a special temperature and humidity detector on the car; if transported is valuables, the car will also have an anti-theft alarm device.
For example, the car, the anti-theft equipment on the car, the anti-theft equipment on the convection is tens of thousands of costs, which will not be secondary.
Pull the goods to the grassroots distribution station, which will be delivered by the little brother. Isn’t it a high technology? No, there is.
You may have seen this delivery trolley, it is purely driving, proper human scientific peak.
In these two years, the smart express bus is in some regional pilots. Jingdong little brothers can adopt "express bus". Most roads can make the courier to help, when the little brother, when you encounter the climb, your little brother is personally, so it works together Many quicks can be sent more times every day, and the income can also increase a lot.
This is a courier that I took in Beijing Yizhuang.
Note that the technical, the surface is independent, but in fact, the links between them are more than the imagination.
That is the "data" associated with them. Whether it is a Wolf Wolf, Wi-Fi base station, a digital platform, a smart truck, and a distribution robot, and the data of these devices can be summarized on one platform, and unified is managed.
This platform is called "Jingdong Stroller".
Interesting things are still behind.
Since all the data is collected on this platform, there is a virtual world that wants to correspond to the real world – how many goods in the real world, how many goods in the virtual world; the real world is in, where, virtual world Where is the cargo; where the real world is in, where the truck in the virtual world is also.
Even the rotation of each track, the state of each switch, can also correspond one in the virtual world.
This two world like the same relationship like the mirror is called "Digital Twins".
You may ask, do you have any use of digital twins?
It is much larger. The relationship between the real world and the virtual world is like "writing" and "WeChat" – your handwritten letter and send WeChat, you can write the same content, convey the same information.
But think about it, do you really like this?
You can check with any historical keywords at any time in WeChat, you can also record the quotation of the big segment into text, you can also collect the article, forward, you think about it, the letter can be done?
For details, the most important place for numbers twins is:
1) Map the relationship between the objects of the real world to the virtual world, thus generating the "model" of the real world in the virtual world.
2) With a model, you have the opportunity to exploit the model to find, experiment, reorganize, tun, to find the best guidance reality.
This is a bit abstraction, or a real example:
Just now, the truck will report the location to the big data system every few seconds, why is these location information?
They can create a "twin" for all trucks on the virtual map, and the scheduling system can calculate the current most suitable navigation route for each car after large-scale calculation of the data.
For example, the navigation system can open data with the traffic system.
A place happened to traffic, this data immediately reported to the navigation system, next second, all the navigation routes that will pass through the trucks will change in an instant, bypass this congestion point.
For example, a warehouse suddenly has a batch of goods to be expedited, this time the system should adjust the recent empty car to support.
However, when the system has mastered all the information, it will find that although there is a car is now full, but it is coming to unloading, it is just that it can support this distribution, no need to transfer it. (Just as the webmaster sent a passenger, I just received you in the original place.)
All kinds of arrangements under the guidance of numbers, not only make the obsessive disorder is extremely comfortable, but also saves the cost of arrival of the freedom of gold.
Simple summary:
If the operation of the entire supply chain is more than a person, then the "Saiban Tiger will" consists of this person’s "body".
Note that it is not mechanically executing the head of the head, but "adaptive" implementation tasks.
For example, the brain said "walk", the body should coordinate the control of the swing arm, balance, and hundreds of muscles complete the task of "walking"; in the process of encounter ice, fire, sharp or squeezed to make a vision avoidance Reaction.
Will walk just a must have an indispensable basic ability, but this person will have a better future, that is, "Sai Bojie Liang" This "head" should be thinking.
You and your bodny encountered a bear in the forest, you don’t have to run than the bear, just just run better than him.
Every company wants to predict the market, your forecast does not have a 100% and facts, just need to predict more than others.
Retail is red sea since ancient times.
You may not know that Jingdong is killing from the blood sea of ??corpse. One of the main reasons is that it is more expensive than others.
I have compared this prediction in an article "Autumn Mountain."
In fact, you can sell 100 mobile phones. If you predict 50 sets, you will be out of stock, everyone is playing with monkeys, the mouth is worrying; if you predict 200 sets, you will backal 100 units, real gold silver losses, cost Burst; only your forecast is 100, you will neither be, will not pay for money.
Yes, it is so difficult to do business.
How can Jingdong predict it?
It is data that they use data.
As early as before and after the Beijing Olympics, Jingdong did digitally transform sales system, and all data were completely retained and accumulated.
A beer invited the traffic to make a endorsement, how many people will support buy? How long can the belt effect of traffic? What curve is attenuated?
When you are promoting 618 promotion, a mobile phone has a purchase of 100 yuan, will you prefer a few customers? How many people are willing to pay in advance? How many people are willing to pay a full amount?
Chongqing’s average temperature in June this year is 1 degree higher than last year, how much will people who want to buy air conditioners? How many people buy it when I first arrived in summer? How many people buy it in the hottest day?
I can also mention hundreds like these problems.
Of course, refer to last year’s data, human beings can also guess this year’s data eight or nine; but by calculating the full amount of large data by calculation, the system will result in more precise predictions than human experts.
This is very like the Go War in 2016 – Ke Jie is also a meat head, and there is no victory in front of a few thousand servers.
When Jingdong, China has begun to sell home appliances, it is full of confidence, because they hold a magic weapon in their hands – based on the "sales prediction system" based on big data. (I am writing this story."Secret 618: A" Supply Chain War "across a decadeIn the case, you can go see. )
The result of the "sales prediction system" is like a shell, which can be used directly to the "intelligent replenishment system".
For example: the prediction system says that it can sell 100 units, there will be a positive and negative errors, and the replenishment system may determine 105 units. The entire process automatically dies all data. As for people, just look at it next to it, don’t look at it.
Sales predictions and intelligent replenishment systems are the core components of "Sai Bojie Liang", but they are not all.
When the data is enough, you can not only predict the national sales, but also predict the sales of each province and each city. Based on these sales predictions, you can clearly know what location should be set in your warehouse.
This system based on the data to help your warehouse is the "Warehouse Network Optimization System".
But there is a problem here: the location of the warehouse network is designed according to your current sales situation.
But the situation is changing, if you are hitting the Shanghai market, in a few days, the Shanghai market broke out, the sales volume is ten times, are you now in the warehouse?
At this time, you can’t do a real trial, but don’t forget that you have a "digital twin" system. You can directly increase Shanghai purchase quantity in the virtual world, then look at the top.
This system is called "global simulation system".
With the development of enterprises, your product line will definitely be rich, that is, say that you will not put a product in your warehouse.So how many goods are you want to put in this warehouse?
This thing also has a smart system to help you make a plan according to big data, this is the "commodity layout system".
Previously, we stressed that the NB system prediction can only approximate the reality, and it is impossible to completely and reality. Therefore, the real world will still happen "sell goods" or "backlog".
The problem is coming: If you avoid selling free shipping, you may have to prepare a lot of stocks, increasing the risk of backlog; however, if to tolerate some extent, you can reduce a lot of stock costs, overall or cost-effective.
So,How much is the extent to which the goods in a warehouse allows the extent to which it can achieve the overall cost-effectiveIt is necessary to make a system to calculate, this is the "inventory optimization system".
Just taking these systems, it is also assumed that you are only selling in a channel. However, in reality, many brands have many sales channels, such as selling in Jingdong, Tmall, hanging e-commerce, agents, supermarkets, offline direct stores.
If each channel uses these systems separately, the data between them has no way.
This will bring a question: For example, I have sold the inventory for the Shanghai warehouse to Jingdong, but in the same warehouse to prepare for the stock, I can not put the "supermarket channel" to "Jingdong" Channel "?
This is the hottest concept in the supply chain theory – "a plate".
In fact, this is not difficult to logically.
Because all the inventory data in your channel is in the "Integrated Supply Chain System", as long as the master of Jingdong logistics writes a few lines of code, the data between the different channels can flow freely, isn’t it?
In the same warehouse, a bottle of mineral water, on the surface, it has been placed on the shelf, in fact, the objective time behind it is transferred.
This second is also a supermarket channel. The next second may be an e-commerce channel; the last second may be in the brand, and the next second is already a dealer.
The above system has been integrated by Jingdong Logistics in a platform called "Jing Hui". Their common point is to use "large scale calculation" to deal with "large scale data", thus rolling human experts and realizes More Nb’s operations – this is the true meaning of "Sai Bojie".
Now, I have to witness the miracle moment:
If the "Sai Bozi Guliang" just said, "Sai Boji will" can put a very punk, which can do 99% of the complex supply chain of 99% of the world.
Although this "Transformers" is honent in the Jingdong retail system. However, Jingdong Logistics This group of teachers "Heart is higher than the sky". They want to go, just serve Jingdong retail a customer, isn’t it a waste of such bovine X? Is there a way to reach a good world!
So they made a punk decision: open the "integrated supply chain" to the whole society.
Since then, as long as there is a need, no matter what you are "cat eye sunglasses" or "Gang Coffee", no matter whether you are talents or a small buyer, you can enjoy the supply chain technology that is as high as Jingdong.
A epicard-level wind is vaguely appeared in front.
But the work of the next story is some of the way. . .
The more big leading enterprises, the more you can’t be a poor two white, and you have built your own supply chain system more or less.
For example, some enterprises are more mature, only the sales prediction system of "Zhuge Liang"; some enterprises sells very stable, just use "five tigers" to increase the management efficiency of the warehouse; some warehouse has, just want It is necessary to reduce labor costs; some don’t need anything, just want Jingdong brothers to wear neat uniforms to help them deliver goods, and Dare has a face.
If the "Transformers" is metaphor, then some customers have already had hands and feet, only need torso; some have a body, only need head. . .
Going to the deep water area, the old driver of Jingdong Logistics found that the characteristics of all walks of life are particularly large. They also have five flowers in the supply chain system. Some want to use the Optimus, and some want to use the Wei Zhenti. Some want to think To run fast, some want to force.
Some will speak the cross.
In this way, there is no way to sell standard platforms to them, but to remove some key subsystems from the entire platform according to the needs of others, and then cooperate with people’s existing systems to fight a new Transformers just row.
You may say: The customer is God, since others need, then you will open it.
But where the transformers are you want to remove, you want to remove it. . .
This difficulty is probably beyond the imagination of most people, and even the old drivers of Jingdong logistics also specialize in high-level name-decoupling.
(4) decoupling
Wang Qiang, the head of the intelligent supply chain platform of Jingdong Logistics, is one of the drivers of the decoupling.
When I saw him in October 2021, he has just released the latest generation of "Jinghui Platform", "Jingdong", "Tianshi", "Tian Wolf" and "Express Vehicle" in Beijing 798 huge venue.
In the past two years, in order to promote the decoupling of Jingdong supply chain platform, he has made a decimal number.
Wang Qiang
Before Wang Qiang joined Jingdong logistics, Wang Quan was working in Huawei. From the communication industry cross-border to the logistics technology industry, he not only did not adapt, but found the commonality of these two industries:
The core of the communication industry is to organize a network, highly transmitted information;
The core of the logistics industry is to organize a network and highly transmitting objects efficiently.
One effect goal isElectrical signal-based digital worldOne action objective isAtom-based physical worldFrom the mode, it can be completely classified.
Wang Qiang explained the first principle.
A more carefully, in the communication industry, in fact, has experienced a long decoupling process.
He gave me an example:
For example, you play 114 query information. Your query needs becomes a control command, which will find the information you want to query, and combine into a voice to return to you, this voice is called "resource".
The earliest communication network, resources and control are coupling together, so "Seven countries", unable to interconnect between different devices. This is a bit like private cars, and it will only open themselves in most cases.
Later, resource and control did "decouple", specifically there is a resource pool, and the control command to find resources in the resource pool. Such different instructions can share resources, a bit like sharing bicycles.
In fact, this "decoupling of control and resources" can also be implemented in the logistics industry.
For example, "Warehouse Management System" and "devices in the warehouse" can be classified more than this routine.
Specifically, you can do this:
The warehouse management system needs to specify some standard data interfaces, whether it is Jingdong’s Wolf Wolf, or what the robot arm of others, as long as it meets this data interface, you can use the management system "conversation", the management system can absorb it. Come in, for me, unified dispatch.
This is a bit like our computer, no one stipulates that a computer can only match a U disk, as long as the "USB socket" is inserted, it can happily play. As a result, the scalability becomes unlimited.
According to this concept, "Logistics Scheduling System" and "Warehouse Management System" can also be decoupled.
For example, Jingdong logistics "Yuncang" – a park has 5,000 mu of land, Jingdong logistics own warehouse may only be 500 mu, and 4,500 mu belongs to other companies.
As long as you meet the "Interface Standards", other warehouses can easily follow Jingdong logistics "grid".
In this way, there are many benefits:
Usually these warehouses have independent tasks. If you encounter a big promotion, Jingdong logistics warehouse is not enough, they can easily use the warehouse resources to Jingdong logistics. On the contrary, when the Jingdong logistics warehouse is rich, others can also call.
This is like a dormitory, when I have no money, you will be dismissed, I will lend you when you have no money, I am a sister, you are a charm, your sister, I am, the resource multiplex rate is very high.
According to this logic, you can continue, such as the decoupling of "distribution system" and "distribution capacity (Jingdong brother)".
For example, there is a grain and oil company that has had its own warehouse across the country. They want to let the Jingdong brothers in each city will help them send their delivery to the customer.
In order to meet their needs, Jingdong logistics has been "decoupled" pilot in several cities, so that this company passes the standard interface between the system, and the little brother picks up the list. The Jingdong logistics is still sent by other companies, as long as the execution is good.
Such a "sending single" is increasing, the capacity load will become a balanced, and the little brother’s income is of course better.
I saw the following examples, I guess you probably a little bit of "decoupling".
According to this logic, all subsystems, "5G special network", "sign-up inspection", "cargo inventory", etc. before, and even each subsystem can continue to split into a more basic module. .
Once the decoupling is successful, this huge transformer can become a pile of "Lego" and combined with other components.
However, it is easy to do.
Jingdong Logistics was established in 2007. Liu Qiangdong was "delivery not timely", "delivery service", and "Delivery service is poor" and "Delivery Service".
At that time, Jingdong’s survival was the most important. Who would think of more than ten years after Jingdong logistics can have the opportunity to provide services to the whole society?
Therefore, the sector settings and product designs of Jingdong Logistics in the past are for practical, not "decoupled".
Now I want to decoup, I have to face two historical burdens:
One is a technical burden.
Many system design is "sticky together", just like laptop’s keyboard inlaid on the panel, you want to remove it, don’t know how to start. At this time, the old driver will take the time to re-fold the code logic, define a variety of interfaces, and then package the two systems that open into independent modules.
One is to organize the burden.
It turns out that the overall operation indicators of a warehouse are back to the entire team, now decoupling as a "warehouse management system", "Tianwolf", "Wolf", etc., then to re-establish performance for each part standard. Moreover, the original Jingdong logistics is divided into many business lines, and all business lines have a similar system, and now they must be integrated into a system a team.
These two bags, which is not well solved, and which one is unhappy.
However, the business of business is just to do "difficult and correct things." In my opinion, I can constantly do "difficult and correct things" is that Jingdong has always been aimed at the oysters.
In the past six months, the executives of Jingdong logistics died, while advancing technology decoupling, while meeting, discussing, discussing the rights and interests – It is simply in the intersection of humanities and technology to use life command traffic.
Decoupling can not close the door, Jingdong logistics practice is to find the best-looking enterprises in various industries, accelerate the decoupling progress bar in actual battle.
Wang Qiang told me that I recently served a world’s five hundred car companies in Jingdong logistics, Volvo.
In all parts of the country, there are Volvo’s 4S shop and certification repair factories, and all parts need to be all spare parts every day. You understand, the accessories on a car are tens of thousands, even more than one thousand new energy car parts, so many models are sent to hundreds of sites in the country, and the supply chain is Hell mode.
"Explosive Chart" of a car.
Hesi will be defeated, Volvo finds Jingdong logistics to engage in a wave of deep cooperation – deep forecast, intelligent replenishment, global simulation, dynamic search source, can be gave up. Sure enough.
The new system has reached 95% compared to the previous one-time order, and the performance of the performance is 20%, and the management can increase by 38%.
Wang Qiang can bring the data into a brain.
The news of the car and enterprises is very good, and it does not look at the efficacy of advertising. Not long, other brands have also found all kinds of Jingdong logistics: you gave Volvo, we also come to a same package. . .
Volvo is not a lonely, in the last or two years, direct sales brand Amway, footwear brand Skeic, dairy brand Yili, major companies in all industry companies realize the urgency of supply chain reform, and many of Jingdong logistics has explored a lot. cooperate.
At this moment, Jingdong Logistics is just over, while continuing to advance its own technical decoupling, while trying to serve the customers, they are busy.
Nearby Say, Yu Rui gave me an interesting observation:
There are many old brands in all walks of life, recently can’t see their figure in the big shopping mall.
In fact, their operations do not have any problems, just in the "Strong Shutdown", take the initiative to give up the traditional agents and channels, and establish a "intelligent supply chain system" step by step, master the details of the goods in their hands. .
Whether these big companies are still our Jingdong logistics, they have seen the future. We believe this future, so we are trying to play the role of the future world.
He said.
I have an jungle in front of my eyes, big fog, quiet, but some people are deciding to walk towards a direction.
(5) a socket of a society
Historical truly turns, often more quiet than imagination.
From the surface, "supply chain technology" is the difference between inventory and turnover, is "cheap" and "expensive".
But the essence, "supply chain technology" is the ability to transport larger materials to the designated location in the specified time, and is the difference between "energy" and "unable".
In my opinion, although the supply chain technology is rooted on the Internet and the business, it will never stop in business.
This truth has already been seen.
In 2020, the new crown epidemic just broke out, Wuhan Fengcheng, mask was shortaged. This extreme situation has fully exceeded the business experience border.
Due to isolation policies, Jingdong logistics staff can’t enter Wuhan Central Warehouse; while Fengcheng Policy stipulates that even if there is a special task, once it enters Wuhan, it must be isolated, and it is not possible to go out again.
No one knows when Wuhan is unsappur, and Jingdong Logistics will be stranded, and the loss cannot be estimated.
If you make a pros and cons calculation according to commercial parameters and logic, the best choice is in the main page of Jingdong to show out of stock.
But the actual situation is exactly the opposite. Some epidemic do not affect the area (just because of panic and snapped up masks) will see out of stock, but Wuhan users have never been out of stock.
Back to the historical scene: in the virtual world, a batch of orders is issued; in the real world, the truck of Jingdong logistics is like a bullet, and there is no need to reverse the smoke.
The courage, determination and sacrifice of the driver and express delivery are worth admiring.But the technicians and technology behind them should also be warm and trustworthy.
That Spring Festival, Jingdong Retail and Jingdong Logistics Supply Chain Team emergency overgent, all previously mentioned supply chain technologies were transformed and called:
People are buying masks, so demand data has fallen. The sales prediction system has been adjusted and turned according to the national epidemic model, combined with epidemics model, to develop the real needs of each urban epidemic prevention material for each province to determine the number of supplies;
The inventory balance system is in the first time of the "Digital Twins", the Wuhan Center warehouse is taken away, and the inventory of the surrounding province is automatically rejected, and Hubei is supported by the highest efficiency;
Epidemic prevention and control needs, the warehouse people in all parts are insufficient. Automatic sorting equipment and courier vehicles have been dispatched, unattended and unmanned distribution;
The logistics scheduling system cancels all the programs that enter Wuhan’s trucks, and the country’s trucks are returned to balance in the shortest possible time.
In this way, a supply chain system originally used for balancing costs and user experience has been transformed into a social support system for calculation time and life.
In these moments, the supply chain technology shines as a more essential light of a society "base".
From a local perspective, the supply chain technology is a warehouse in the park, a truck running on a road, and the sweat of the little brother is sprinkled up and down, they are too flat.
However, when these local connectments are integral, they will transition becomes a living body. This body is silent, but it can perform a social will of steel without discount.
It is awake around us.
Whenever the sun is rising, we brush your teeth, put on the shoe morning exercise, buy a cup of coffee on the store. It is still familiar with what you use. Just, they came to your way to the same day.
The dark tide under the water is surging, and it has never been a chapter of the waves.

Come to the future

Just not pop

Breech

In the future, we are all children.

Let’s introduce yourself. My name isIn historyIt is a technological reporter who is adequately storytelling.My daily is chatting with the gods.If you want to be friends with me,Shizhongmax.

Oh, yes, if you like articles, please don’t regret you."look in"or"share". Let the interesting soul have the opportunity to meet, it will be a good thing.

Ith in beijing

From the "People – Ship – Field" three-dimensional comparison e-commerce, what is the community group purchase?

Putting the community group purchase as a channel change of Internet e-commerce, based on the "People – Shop – Field" E-commerce Research Framework and look at the community group purchase, analyzes the stage in the retail process, and analyzes the three major indicators affecting market size. "Number of users – purchase frequency – guest price", explore the current future development trend of the industry.

Source / CRE Securities

Author / Liu Xin

01

people

The user’s further sinking

Seeking double elevation for retail rates and conversion rates

From the element of "people", the initial development of traditional e-commerce develops is the bonus of users. As the number of users close to the ceiling, the subject is more in the subject, and the user’s retaining and consumption transfer.

1. Traditional electricity supplier What has changed?

Traditional integrated e-commerce has met the basic online shopping needs of online users.

With the gradual maturity of the development of the e-commerce industry, from the traditional retail channel to a variety of Internet retail coexistence, the number of online shopping population has increased, and the total amount of active users is constantly expanding.

From the user online shopping related data, as of June 2021, my country’s online shopping users had reached 812 million, and online shopping users were 23% in the 14-year compound growth rate between 2007 to 2020.

In June 2021, the penetration rate of online users was increased to 80.34%, and the penetration was basically stable. Online shopping has become a general, fast, efficient, unsabricated consumption method.

At the same time, we also see that the growth rate of per capita online shopping scale will slow down year by year, and the e-commerce industry needs further breakthroughs.

2. Community optimize buy what?

The community group purchase further activated the penetration of the sinking market line.

From a user point of view, compared to traditional comprehensive e-commerce, community group purchase can cover more sinking markets, so that they enjoy the dividend of the Internet 3.0.

If you say, the rise of more rises benefits from the victory of "sinking users", the community group purchase is the further penetration of the sinking market in the stock era. Community group purchases and spelling more users are similar, but they have different.

The number of users in the community group purchase in the three-wire and three wires is 70%, and the users of the three-wire and three-wire under the three-wire and third wires below is about 60%. my country’s total population is approximately 68% in the three-wire and third lines. In the distribution of online shopping users, only 34% of the three lines and three lines.

Description and spelling compared to a lot of community group purchases to the sinking market.

3. The future that the future can break through "people" is?

We have obtained in the analysis of the previous article, there are two factors affecting "people", one is the traffic input to the platform with the scene, further keeping a platform for the platform, the user’s ceiling is restricted by "goods"; The user’s transformation is also the impact of the platform "goods" by paying conversion to platform.

Based on this, we believe that community group purchase can be broken through two aspects:

(1) From the traffic to the user, the remaining rate is further improved

According to the "China Shopping Veter Report" released by the Kaid Consumers Index, the penetration rate of community group purchases in the first quarter of this year is 27%. There is still a lot of rising space compared to 79% of my country’s online shopping residents.

As the core owner of the traffic resource, the head Internet company has a stronger external traffic import ability, which has a natural advantage on the user’s attraction, which can also be used as a second reason for the explanation of the small platforms. The first reason is that the community group purchase has a huge demand for funds, and the financial platform is insufficient, and there is a certain inevitability in the long run).

From the space, the upper limit of the electric business industry is the whole of China’s netizens, the difference between the size of online shopping users and netizens is the potential new increase of traffic pools to user pool, and the number of users of the community group purchase more than traditional e-commerce platform With a large lifting space, of course, based on the previous discussion, the number of the number of ceiling is subject to the type of goods. In addition, the WeChat applet is a high-frequency entrance, and the implementation of interconnection interoperability will further contribute to the community group purchase.

(2) From the user to pay buyers, the conversion rate is further improved

The promotion of conversion determines the number of buyers who truly pay at the platform. Community group purchase with novel and explosive drainage, the limitations of categories have caused user portraits.

On the one hand, the user ceilings are limited; on the other hand, the categories are insufficient to affect the purchase frequency, which in turn affects the transformation of the user to the buyer.

In 2020, the growth rate of rural social retail sales was -3.2%, and the growth rate of rural community is negative. The growth rate of online retail sales is positive, indicating that there is a strong demand for online consumption in rural areas in my country. With the consumer online consumption habits and viscosity, the consumption demand in the sinking market will be further stimulated.

02

goods

Solved the problem of raising

The improvement of multi-product line rate is key

1. Traditional electricity supplier What has changed?

Traditional e-commerce promotes the linearization of clothing, 3C, fast food, beauty, etc.Different product products have significant differences in the penetration of different channels due to different product characteristics, and traditional comprehensive e-commerce has enhanced the online level of clothing, 3C, fast food, beauty, etc. Higher level.

From three major comprehensive e-commerce, Tmall products are the most abundant, with clothing box, digital appliances, etc. Bags, digital electrical appliances share the proportion to 50%, and it is relatively low compared with Tmall.

Although traditional e-commerce achieves great achievement of partial categories from online to online consumption transfer, some of the linearization rates of some kinds of lines are still insufficient. Numerous is sensitive, high consumption, consumers more attention to cost-effective, and integrated e-commerce compliance chains cannot meet the quality of novel in transportation.

Fresh products still have a large pain point in the demand of "Happy Province". The emergence of fresh e-commerce has driven the process of raising the fresh line, but the pre-position, the warehouse store is currently still there in the difficulty of sinking and the high price.

The emergence of fresh e-commerce has greatly satisfied consumers in time and quality demand, but due to high performance rates, the problem of high price is too high.

From the user properties from the front position, more concentrated in high-line cities, June 2021, 咚 buy dishes and daily prodigroups in three wires and three wires account for only 7.3% and 6.8%.

2. Community optimize buy what?

Community group purchases are a community e-commerce model that puts fresh lines and the user’s downstream. The community group purchase is made as a drainage, compared to traditional e-commerce to achieve a fresh line, and the SKU of the statistics of the community group purchase head platform, with a fresh product ratio of approximately 30-35%, including vegetables, fruits , Meat egg poultry and seafood, etc.

In contrast, the community group purchase can effectively reduce at least two circulation links while ensuring a lower price increase rate and loss rate, which can provide a product of quality and price, improve the front position. Waiting for the pain of fresh e-commerce model.

3. What is the good category that I can sell in the future "goods"?

The community group purchases will extend from all kinds of fresh products.Based on the analysis of the e-commerce research framework, "goods" creation and how much affect the purchase frequency and customer bills, although nice is high-frequency consumer goods, the passenger bill and gross profit margin are not high. Therefore, the community group purchase model, which is fresh as a drainage, is mainly expanded from all kinds of fresh products.

The Third Eye is calculated according to retail research data, the average consumption of the user community buy frequency of about 2.4 times / week, customer price is about 30 yuan.

Compared with the user community to buy the portrait is similar to a lot of fight, a lot of active buyers in 2020 to fight the consumption frequency of 49 times / year, customer price of 44 yuan, the higher the proportion of community buy fresh category, lack of richness category Since fresh are high-frequency and low-margin category, as compared with a lot of fight, consumer community buy higher frequency and lower customer price.

We believe that with the expansion and training of community buy consumer shopping viscous category, the consumer can buy the future of the community while ensuring the frequency of consumption, improve customer unit.

With the near-field community to buy electricity supplier stage model gradually mature, SKU and ceiling will significantly expand the user.

We believe that the community buy in the "goods" to further expand mainly from the category penetration and rich brand of drive: Other fresh food outside, such as drinks, milk drinks, cereals, oil, snacks, frozen food and so on, that part in the comprehensive category a lower proportion of electricity supplier channels to buy, the main sales channel is still the supermarkets, convenience stores and so on, just to be as high frequency goods, provide more cost-effective to buy the community has a certain appeal to consumers.

The category current sales channel structure, there have been more obvious changes, based GMV caliber, a community group purchase platform for the sales of the two largest categories of wine to drink milk and grain spices, monthly GMV reached 900 million and 700 million.

Articles for daily use, the product category labeled as a high frequency of consumption, the consumer shift from offline to online scene more easily, the current electricity provider channel sales accounted for only 15%, the category is not currently buy high penetration in the community platform, but the long-term penetration of larger space.

Other consumer discretionary categories, 3C, clothing, a beauty care, etc., and other electricity providers in the online consumer channel has a higher penetration rate and the demand for timeliness is not high, long-term buy penetrate the space community still needs to be investigated , if the use of C2M models, factory direct docking, is expected to seek a breakthrough in price.

03

field

Sinking market distribution chain has been restructured

Supply chain and warehouse re-start

We believe that the previous analysis of the "field" which includes a change in the physical space, innovative consumer scene, construction supply chain and warehouse distribution system, this part of the changes in the first two we do not discuss the main issues discussed in the supply chain and warehousing.

Future changes at multiple levels of "goods" category at the end of penetration and "field" (a new scene, logistics efficiency) are closely related.

Only the "field" in the supply chain and compliance system set up perfect, in order to improve the "goods" category and quantity, to further improve customer price and the number of active buyers.

1. Traditional electricity supplier What has changed?

(1) scenario: the consumption of traditional electricity supplier scene is transferred from the line to the line

In the era of Internet 3.0, between the user and the consumer network closely integrated at all levels and other basic necessities, electricity providers have changed the traditional choice of social consumption of the main consumer, the consumer has been generally accepted "line the shelves, online browsing" consumption patterns, online shopping scene has become an integral part of everyday life.

2020 new crown the impact of the epidemic, accounting for the rapid increase of online channels, irreversible changes in the minds of consumers.

(2) Supply Chain: reducing circulation upstream docking

Traditional industries and enterprises in circulation long, low efficiency and high cost.Starting from traditional B2B business demand for electricity, the Internet plays fast and efficient characteristics, raw material suppliers and buyers to conduct electronic business platform through the integration of resources, improve the consideration of their transactions, but also reduces the cost of downstream buyers.

C2M clock is a lot of fight fight factory pattern to provide consumers with cost-effective products. On the demand side through the "goods to find someone," innovation "to fight social group", "invite bargain", "help free single" and other new marketing methods, in a short time and efficient gathering of large-scale orders; the supply side of the upstream and downstream demand directly factory connected to achieve accurate "need to quotas."

C2M efficient connecting the upstream manufacturers, end users and the production of goods, shortening the supply chain to reduce distribution costs, to provide consumers with cost-effective product.

(3) cartridge with: a conventional power distribution end to provide

Join the system Express: With the rise in recent years, shared economic concepts in the field of logistics, the traditional electricity supplier logistics and distribution end of the formation of the traditional distribution model, since the question crowdsourcing distribution model and distribution model joint development of the situation.

To access as the representative of the Department of express delivery companies to join the system, the establishment of a more comprehensive network delivery model, the parcel electricity supplier by "get pieces – end distribution logistics approach to the operation of transit – transport route – – transit" in operation mode.

According to the annual report disclosure of express delivery industry leader in the pass, go to the country that has 91 transit centers, 30,000 terminal outlets, county-level city coverage of 99%. Traditional join the system Express compliance costs include delivery costs headquarters, network operating costs and delivery fee.

2. Community optimize buy what?

We explained above traditional electricity supplier in the realization of the product line has failed to break fresh category, although fresh electricity providers to achieve a line of fresh, but the front compartment positioned high consumer segments, with higher spending power, high time-sensitive, front closer to the consumer from the warehouse, fast response and specialist distribution leads to higher compliance costs.

"Head of the pre-sale system + system", the central warehouse – grid positions – Head of sinking market distribution chain has been restructured.

(1) pre-sale, to market ability to reduce inventory, reduce inventory storage costs, reduce the rate of loss of natural commodities.

(2) from mentioning, eliminating end distribution costs, reduce transportation costs corresponding artificial.

(3) flow, shorten the links increase rate reduction.

3. Future trends in the "field"?

The supply chain, farm direct mining C2M + standard products is expected to complement the channel; the storage and processing of fresh self-built warehouse and cold chain distribution problem is still the focus of investment; on the performance, the role of the head will continue to be weakened.

Community buy platform assumed the role of sales to the second issue of business, although given the optimized consumer prices increase in the rate, but in all aspects of performance still has many problems and pain points, such as vendor stability is not strong, lack SKU supply; central warehouse performance will limit consumers to buy poor quality to enhance the frequency and so on; there is standardization of the layout, number, location of the grid positions; change in the head end of the end will bring change from mentioning the way.

The future, the center will face merger or warehouse building warehouse processing two types of test, the number of center positions of influence supply efficiency and average compliance costs suppliers, warehouse construction process is to ensure low temperature conditions conducive to some of the high temperature requirements of category quality improvement.

04

Future community buy

1. Perspective electricity supplier analytical framework

We, the community buy in accordance with the framework of electronic business trend of the future "people – – goods field," the three elements of the analysis of the number of users, purchase frequency, customer price corresponding to predict, determine community buy future trends and market space .

People: According to Kay index of consumer release of "Chinese shoppers report," Community buy in the first quarter of this year on my country’s household penetration rate of 27%, in 2019 my country’s total number of households 466 700 000, corresponding to the number of households community buy 1.26 one hundred million (community consumer buy the family unit, so when calculating the number of households to scale as the number of buyers).

Under the new marketing research shows that community buy in our line, a new line, second line, third line, four-user accounting and the following cities were 2.6%, 7.4%, 13.4%, 20.3%, 56.3%, corresponding to penetration cities They were 12.7%, 15.1%, 25.6%, 22.1%, 33.2%.

For Competition lot of user structure, we assume that community buy 3.0 stage, first-tier cities subscriber penetration and fight a lot there is a 30% gap, there is a new first-tier cities 20% of the gap, there is a second-tier cities 10% of the gap and third tier cities and fight a lot basically the same, and the following four-city fight a lot of penetration beyond 10%. 2.0 and 3.0 thus corresponds to the number of households stage were 193 million and 265 million.

Goods: the current community to buy fresh, grain and oil seasoning, Hugh food, daily necessities mainly, according to The Third Eye of retail research, community buy single user at a single week frequency of 2.4 times, customer price is about 30 yuan.

Because the current user is still in the stage of mental training, subject to the restrictions of the supply chain and warehousing, due to insufficient customer price category and frequency of consumption there is still room for improvement.

Because of the positioning of the current main community buy fresh and buy relatively higher frequency of traditional electricity supplier, customer price but still a wide gap, with the goods category will expand from one hundred to date and fresh clothing and 3C category, as well as fresh and further enhance the penetration of other food, we assume that community buy 2.0 and 3.0 stages of the purchase frequency was 2.5 / 2.6 weeks / week customer price were raised to 50 yuan and 80 yuan.

Course: Current community still buy three main distribution warehouse, not yet open up the upstream supply chain, warehouse center is still self-oriented platform, the grid positions for the franchisee form, dependent on the head of the beginning of the year declined.

But currently there are still bad cold chain link behind, meat and some other categories of quality problems, resulting in poor consumer experience, while limiting the expansion of the category of goods.

In addition, the central warehouse layout results in lower procurement scale and sorting process efficiency, limit the amount can not be achieved single-diluted compliance costs.

In the long run, supply chain and logistics industry is still the focus of attention of the community to buy.

Market Size:

With the expansion of user penetration depth and goods, bringing the number of active household consumption, purchase frequency, and enhance customer price, we expect the community to buy 2.0 and market space is expected to reach 1.3 trillion.

2. category penetration perspective

Further, based on our category penetration perspective on the judgment inspection. We believe that the main achievement of community buy 1.0 stage fresh, Hugh food, grain and oil seasoning alternative channels.

Medium and long term, clear day one hundred other categories have high penetration space; in the long run, a beauty care, 3C, clothing are expected to buy grafted to the community platform, has a certain impact on the traditional electricity supplier channels, long-term market space is expected to reach 224 million.

Finally, escape the business logic itself, we want to think of the Internet today, what his nature and value in the end is?

Efficiency improvements (such as changing the way retail), rich scene (social entertainment changes the way), all these and so are essentially achieve a Pareto improvement.

Internet companies maximize the value of time should be more from the "new requirements" set out in itself, profit by optimizing the efficiency and profitability rather than by other aspects of the industry chain profit squeeze.

If we say that the industry is consumer demand-oriented supply matches demand; cycle industry is supply-oriented, demand supply decisions.

Then the development of the Internet is undoubtedly the creation of new demand, we mentioned in the first part of 2003, Taobao to make online shopping possible, greatly promoted the rate of online apparel category;

2004 Jingdong to achieve a line rate of 3C category; in 2014 the US group and hungry to help people realize what a stay at home to enjoy the food may be;

2015 appears to fight a lot, so that consumers face manufacturers, not only to promote the rapid expansion of the size of the user’s electricity supplier industry, while allowing market sank to enjoy the convenience and benefits brought about by the electricity supplier;

In 2020, fresh electricity supplier in the rapid development of catalytic epidemic solve the problem of fresh category online rates. When the community buy emerge, perhaps new hopes people see, our market sinking huge crowd (people), and scattered agricultural species complex (cargo), the higher the performance aspects of the complexity of the (field).

Customers will be an unprecedented community infrastructure dividends, realized more than forty thousand villages and towns nationwide next day in the village of commercial activities, we expect the Internet to agriculture-depth gene from the sales side to side effects of the production, but also look forward to the Internet and play thinking on agriculture depth rewritten.

Source / CRE Securities

Author / Liu Xin

Rashid Khan steps down as Afghanistan captain after ACB names T20 WC squad

Rashid Khan resigned as Afghanistan’s T20 captain on Thursday, claiming he was not consulted by the selectors while they were finalizing the team for next month’s T20 World Cup.

Afghanistan’s selectors had named Rashid as the captain while veteran wicket-keeper Mohammad Shahzad was also included in the squad. Afasr Zazai and Farid Ahmad Malik were announced as the two standby players. However, moments later, in a stunning development, Rashid Khan announced his decision of stepping down as the captain of the T20 side.

“The selection committee and ACB (Afghanistan Cricket Board) has not obtained my consent for the team which has been announced by ACB media,” Rashid said in a tweet, moments after the ACB tweeted the 18-member squad and also named two reserve players.

“As the captain and responsible person for the nation I reserve the right to be part of the selection of the team,” Rashid said. “I am taking the decision of stepping down from the role as the captain of Afghanistan T20 side effective immediately.”

Rashid, who is the world’s top-ranked bowler in Twenty20s, was named Afghanistan captain for the T20 World Cup in July. His deputy Najibullah Zadran was included in the 18-member squad.

Meanwhile, the International Cricket Council (ICC) expressed “concern surrounding women’s cricket in Afghanistan following media reports of the Taliban not allowing women to play the sport.

This in turn led Cricket Australia (CA) also stating that the planned men’s Test match against Afghanistan in November would not go ahead if the country does not support women’s cricket following the Taliban takeover.

“Driving the growth of women’s cricket globally is incredibly important to Cricket Australia. Our vision for cricket is that it is a sport for all and we support the game unequivocally for women at every level,” Cricket Australia said in its official statement.

Australia’s Sport Minister Richard Colbeck said earlier that the Taliban’s decision on women’s sport was “deeply concerning” and he urged organizations such as the International Cricket Council to take action.

PISA 2021: Jannat Mirza

Pakistan International Screen Awards (PISA) has announced nominations for its second edition, taking place on the 5th of November 2021 in Dubai.

The PISA organizers have announced nominations in 24 categories.

The star-studded event will not only include awards for film and TV screen artists but also, for the first time ever, Pakistani social media personalities (TikTok and Instagram celebrities) will be present to receive their accolades on stage.

TikTokers Kanwal Aftab, Jannat Mirza and Instagram celebrities Dananeer Mobeen and Romaisa Khan have been nominated for this year’s PISA awards.

Following are TikTok and Instagram nominations for PISA 2021.