Complementarity Or Conflict Between Jingdong And Yonghui'S Collusion

In August 7th and 10th, Jingdong invested 4 billion 300 million yuan in Yonghui supermarket to acquire 10% of the latter.

1, Jingdong supplement fresh supply chain short board

Fresh meat is the focus of Jingdong in the past year.

In 2012, Jingdong launched the fresh channel. This year, the newly promoted Jingdong came home and placed the fresh category in a very important position.

But at present, Jingdong has no market advantage. Penguin Zhi Chi survey data show that Tmall's market penetration rate reached 43.8%, ranking second of Jingdong is 14.4%.

Yonghui's practice is to insist on self employment and start from the source.

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Yonghui has set up more than 20 procurement bases in the whole country, supplying upstream to farmers' homes, fishing boats and orchards.

For example, in the fruit procurement, Yonghui often wrapped the whole orchard, picked up fruit grades, and sold different prices at different prices, so as to fight against the price advantage of the farmers' market.

In addition, Yonghui used cold chain technology in warehousing and trunk line logistics, and cold chain is also considered to be the biggest threshold in fresh business.

In addition, in recent years, Yonghui has invested in Zhong Bai group and Lianhua supermarket, and has formed a "four party joint collection" with Bailian Group.

After the marriage, Jingdong will first join Yonghui's joint procurement camp on fresh products, or will join the entire cold chain system of Yonghui, which will strengthen Jingdong's supply chain management capability in fresh food.

Furthermore, with the help of Yonghui's supply chain capability in various categories, the Jingdong may start to engage in more business and super category operations in its own way.

2, complementary logistics capabilities

Deng Tianzhuo, vice president of Jingdong, said at a sharing meeting in May this year: "Jingdong O2O is an open and cooperative mode. It will not touch heavily on the supply chain. It will provide solutions only.

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If logistics is divided into warehousing and distribution, the distribution system designed by Jingdong for Jingdong's home business has been built up quickly.

The distribution system of Jingdong is made up of its own distribution team and crowdsourcing distribution. Among them, crowdsourcing is the main distribution, and self distribution and distribution are all around.

According to data from Jingdong, crowdsourcing logistics has recruited 50 thousand people since its launch in May 12th, opening up in 13 cities, with an average of 20 thousand single daily deliveries and 219% monthly growth.

In terms of warehousing, Jingdong did not collect goods and warehouses, but directly took the goods to nearby offline stores and delivered them to the door.

It can be said that Jingdong has not built its own storage center specially, which is directly related to the immediacy and fragmentation of user needs.

In this system, what role will Yonghui play? Yonghui's hundreds of stores in the community will become very good warehousing nodes and logistics distribution nodes in the Jingdong distribution system.

After the Jingdong's distribution teams are connected, a complete logistics system will be formed.

It is worth noting that Yonghui's two shareholder, milk international, controls resources such as 7-11, Hui Kang and Wanning. This is also a potential partner for Jingdong's O2O business.

This logistics system is complementary to both sides.

For Yonghui's retail O2O business, "Yonghui micro shop" (online micro shop selection, offline offline store pick up), Jingdong's logistics capabilities will help them achieve the "last mile" distribution.

3, Yonghui obtains traffic integration based on business circles.

In Yonghui's O2O business system, offline stores are important entries for online businesses. Offline supermarkets can solve the offline needs of online businesses through fresh and experiential services; meanwhile, online businesses support the business through large passenger flows.

Today, Yonghui online will also have a powerful entrance, Jingdong online.

It is what Yonghui sees.

According to the financial report, from last June 30th to now, Jingdong users increased from 68 million 500 thousand to 118 million, an increase of 72% over the same period.

However, if we insist on our own Yonghui and access to Jingdong, there will be potential interest games between Jingdong and Jingdong in the future.

In addition to Jingdong mall, Jingdong can also provide business integration capability based on O2O business.

The difference between the flow of Jingdong and Jingdong mall is in high frequency and localization: on the one hand, most of the products sold on the platform are fresh consumer goods, fast food products, takeaway and other high-frequency consumer goods. On the other hand, O2O products and services are localized and regionalized, which requires more personalized operation and will bring more accurate traffic.

This part of the accurate business district traffic can import Yonghui, will directly help its O2O business.

However, we must point out that Jingdong has already come to the super resources such as bee lotus, Lotte, super market and so on.

We will wait and see who is going to spend the big adjustment on this line and offline.