Multiple formats to promote industry growth The new retail concept attention again
New retail stocks yesterday, the Shanghai and shenzhen two city disadvantaged concussion, the meteoric rise of the plate and the group, Shanghai nine hundred, aromatic group, sanjiang shopping, new huadu stocks harden. The recent new retail stocks also continuously active, leading new huadu nearly five trading days, rose 50.12%.
Market participants said that with the new retail development, attracts the major online giants are incoming, new forms of new species have sprung up, on the future of new retail market and investment opportunities become attention hot spot.
2017 was the first year of new retail, ali this year, tencent, jingdong, millet and other online giants to self-built, acquisitions, strategic cooperation and so on a variety of ways in offline retail entity; Yong hui, suning, store, rosen offline retail leading expansion speed. Is different from the former O2O new retail that flow transformation, reconstruction of people, goods, a relationship, involving goods and modification on the level of the supply chain, is closer to the nature of business changes.
Analysts said the new retail is a leading Internet enterprise self revolutionary, subversive change (to analogy WeChat QQ), create new market space will be more than five times as much as traditional online, a new level of trillions of enterprises will be born. Development will go through three stages: pattern exploration (2016-2017), 2 years, 3 years, rob some layout (2018-2020), 5 years management maturity (after 2020).
Field is also is a new retail existing pattern: innovative fresh supermarket blustery, represented by box Ma Xian born; Local fresh supermarket gaining momentum, represented by yong hui life; The grocery store B2B has a long way; Experience in professional chain, in the majority with home appliance companies. No one supermarket hot, ali group, fruit, fresh daily optimal has a strong incoming.
guotai junan securities, said the outbreak of the 2017 new retail in new formats and investment boom. Because there is no retail brand new track, low barriers to entry, wide development space of market is becoming a hot spot of a lot of capital investment. According to incomplete statistics, in 2017 there will be 14 in unmanned retail companies. Which was established in June 2017, only half a year more without retail companies - GuoXiaoMei have to C round of financing, investment after the value of $1.5 billion. Moreover, although the competition is intense, fresh fields but still huge market space to become another investment hot spots, the head rest relative to the red sea market is "players continue to compete.
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