The Concept Of "New Retail" Is Sought After By Capital, And Traditional Retail Becomes A Hot Market.

The traditional retailers who have been hit by the electricity supplier are also affected.

Become a hot spot in the market, follow the world clothing shoes and hats net reporter to understand the specific market.

Sanjiang shopping (601116) introduced in November 19th

After its strategic investors, its performance in the capital market is very outstanding. After the opening of December 9th, it quickly pulled up to seal the trading limit for 5 consecutive days, and this is also the 12 trading limit of 13 trading days since November 21st resumption.

In response to the recent abnormal fluctuations in the stock market, Sanjiang shopping has also issued several announcements before and after.

"Business model is still in the stage of putting forward and exploring, and has not yet been carried out in practice. There is a certain uncertainty. Investors should pay attention to investment risk.

However, the situation of capital holdings remains.

The stock prices of the listed companies such as the 100 largest group (600865), Hangzhou Jie Bai (600814) and Lanzhou min Bai (600738) have also been active recently.

In response, investors who declined to be named told reporters that, first, influenced by the concept of Ali, the new retail market attracted much attention, and on the other hand, it could be affected by the operation of hot money.

In December 10th, Sanjiang shopping announced the latest announcement of the establishment of a wholly owned subsidiary. Its subsidiary was tentatively named Zhejiang Zhejiang Hai Hua Network Technology Co., Ltd. (hereinafter referred to as "Zhejiang Hai Hua land"), with a registered capital of 200 million yuan, all contributed by Sanjiang shopping, and its shareholding ratio is 100%.

Sanjiang shopping said that the establishment of a subsidiary is based on the state's requirements for the pformation and pformation of physical retail and the company's own strategic development needs.

As early as November 19th, when Sanjiang shopping was introduced into Alibaba, the two sides announced the establishment of a joint venture company. At that time, the announcement indicated that the two sides planned to jointly invest RMB 50 million yuan to set up Ningbo Ze Tai Network Technology Service Co., Ltd. (hereinafter referred to as Ningbo Ze Tai) as a platform for cooperation between the two sides, responsible for the store service and daily online operation of the fresh store. Among them, Hangzhou Alibaba Ze Tai invested 40 million yuan, holding 80% of the Ningbo Ze Tai, and the company invested 10 million yuan, holding the 20% stake of Ningbo Ze Tai.

Reporters noted that the establishment of Zhejiang Hai China from the business scope, more than Ningbo Ze Tai, in addition to daily necessities, but also includes mechanical equipment, ticketing agents, catering services and other fields.

In addition, according to the "Cooperation Framework Agreement" signed by Sanjiang shopping and Arriba Baltzer Tai, Sanjiang shopping and Alibaba (China) Co., Ltd. will share the advantages of their respective supply chains, expand their business cooperation with Taobao, and strive to achieve docking and communication between members and payment systems.

Taobao's arrival is a o2o door-to-door service launched by Taobao, which can deliver goods to the home within one hour.

Previously, "Taobao home" is more like a business platform, there is no proprietary store.

But after investing in Sanjiang, Ali can go shopping in Zhejiang through 165 stores in Sanjiang, step by step into the next line, and use existing stores and warehouses to complete the integration of online and offline businesses.

It is worth noting that under the stimulation of continuous shopping in Sanjiang, the whole concept of "new retail" has been sought after by capital. Among them, the listed companies such as Bai Da group, Hangzhou Jie Bai, Lanzhou min Bai and Xujiahui (002561) also have outstanding performance.

In December 10th, the 100 large group issued a clarification on the market rumors. Apart from entrusted management and operation, the group did not have any other cooperation plans with Yintai. Any speculation of the 100 largest group and Alibaba group and Sanjiang shopping is purely a market speculation. There is no relationship between the 100 group and Alibaba group, and there is no negotiation or intention with the Alibaba group to carry out business cooperation or merger.

A broker who declined to be named told reporters that the market speculation was generally from the new product - new technology - New Mode - the new policy. This is a new business model. Ali took the initiative to declare the new retail mode. Sanjiang shopping played a role in the retail industry and led to the whole retail sector.

From the industry point of view, the business super giants' business super war is intensifying.

Recently, Amazon announced that it would open the line of "Amazon Go" in an unmanned supermarket, while a physical retail store using a lot of smart devices would not have to queue up without checkout, and plans to open more than 2000 entity stores in the future.

Some analysts believe that Amason's move is mainly based on consumption data and user Member's access, so as to realize the cash free shopping process under the line, thus producing data value.

The domestic electricity giants are also increasing chips to compete for the super market. At the end of June, Jingdong announced the acquisition of shop No. 1 to launch the super business, and at the same time, reached a strategic cooperation with WAL-MART.

Then Tmall announced in early July that it would "double 2 billion" to the supermarket business.

At the beginning of August, shop No. 1 announced that it had invested 1 billion yuan in 3 months.

This Ali shares in Sanjiang shopping, it is easy to see its ambitions for business super market.

Cao Lei, director of the China Electronic Commerce Research Center, told reporters that Shang Chao is a category with low customer demand, high repetition rate and strong user stickiness. It is a good drainage entrance for the e-business platform.

For the "Internet + retail" pformation, Dongxing securities (601198) recently released research report that physical retailers rely on intensive network resources and consumers' close advantage to meet the last mile distribution service, becoming the preferred channel for the landing of e-commerce giants.

Guotai Junan Securities recently announced that the new retail sales in 2017 will mainly be the development of online businesses, while the best way of cooperation is cross shareholding.

Haitong Securities (600837) also pointed out in the industry investment strategy report that through the offline active O2O, the government led "Internet +" to the current online active marriage line, the online and offline integrated convergence tide opened.

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