Capital Market: Policy Or Favorable Market Outlook

The traditional department stores began to touch the net six or seven years ago.

According to the relevant data, as early as June 2012, China's top 100 chain enterprises, nearly 60 enterprises set foot in the electricity supplier.

But there are few successful cases.

A veteran in the industry told reporters that the department store industry built its own electricity supplier. The biggest pain point is that under the joint mode, department stores can hardly control the supply of goods, and the control of goods supply is at suppliers.

In addition, many department stores do not hesitate to develop electricity providers. They are always worried about the impact of offline stores.

From October 8th to yesterday's close,

Has risen more than 20%, the trend is obviously stronger than the same trend in the market.

In the logistics concept stocks that have issued three quarterly earnings forecasts, over 80% business performance has risen year on year.

Some analysts believe that logistics as a double 11 directly related to the plate, as the season draws near, there will be more or less a wave of market.

With the large-scale entry of traditional enterprises into the electricity supplier industry, the continued growth of electricity providers will further release huge amounts of logistics demand.

In addition, the State Council's opinions on promoting the development of the express industry in October 14th were deliberated by the executive session of the State Council and became the first programmatic document to guide the development of the express industry in the first place. The government's preferential policies will create a favorable environment for the development of the industry.

Just as the traditional department stores think that self built electricity providers become chicken ribs and switch to the business tycoons, reporters learned yesterday that Guangzhou's largest private department store modern department store has recently increased its investment in self built electricity providers, making a new revision of the modern network.

Modern department stores say that although the physical store is still the foundation, under the current situation, it will not vigorously expand the physical stores, and turn to focus on creating modern networks.

However, the move sparked a lot of praise in the industry.

However, Zhou Qiang, chairman of the modern department store, said that a year ago, the modern network was also confused because it could not control the supply of goods.

Today, the brand inventory management system has been pferred from the local to the cloud. This pain point no longer exists. The inventory of the brand goods can be achieved without docking.

In addition, in order to avoid

Development is restricted by department store thinking, and the modern network is also operated independently by the modern department store e-commerce center, which is run independently by the modern department store in Guangzhou, Agel Ecommerce Ltd.

Zhou Qiang believes that this time to force the electricity supplier, the time is a bit late, but it does not mean no.

Instead, it has the advantage of backwardness. With the maturity of the e-commerce software system, a shopping platform with good experience can be made without huge investment.

In addition, the modern network also grabbed the opportunity for cross-border electricity providers, which is also an opportunity for the development of modern networks.

According to the briefing, up to now, modern department stores have invested more than ten million yuan to create a modern business model.