Discuss The Development Track And Future Trend Of The New Retail Field In 2017

According to the world clothing shoes and hats net, 2016 year old ma Yun put forward at the cloud habitat conference.

Since then, the entrepreneurial boom has swept across the country, and new retail projects have emerged one after another. In the past year, there have been new retail species such as box horses, fresh species, super species, TakeGo, coffee, fruit, and convenience.

The statistics of venture capitalists in the new retail sector by the end of December 31, 2017 will be based on these data, and the development trajectory and future development trend of the new retail sector in 2017 will be discussed.

New retail investment structure: early investment

As of December 31, 2017, a total of 384 new retail companies and 507 new retail investment events were recorded, with historical investment amounting to 1995.50 billion yuan.

In 2017, 57 new companies were set up. There were 172 investment events throughout the year, an increase of 60.75% over last year, with a total investment of 62 billion 536 million RMB, and the total amount decreased by 6.58% compared with last year.

The number of such investment events has increased, but the reason for the decline in the amount of financing is that the investment projects are mostly in the seed and angel stage, and early investment accounts for a relatively high proportion, thereby lowering the average investment amount.

From the point of view of investment structure, in the historical stock, the number of investment events was concentrated in the B round and before the investment amount was concentrated in the E round, the amount of financing for strategic investment was much higher than that of other stages.

Specifically, the number of investment events in seed angel and A rounds is close to 70%, but the amount is less than 10% of the total investment and financing amount, and the large amount of financing is concentrated in the E round.

The trend of 2017 is similar to the general trend. The total investment of seed Angel wheel and A wheel is 72%, and the large scale financing still appears in the middle and late stages. The largest single financing is the 4 billion dollar investment of Tencent group, Sequoia Capital China, Tiger Fund and other investment institutions on October 2017 19.

Overall, the new retail industry is still in its early stage, and the market is still dominated by early investment and immature.

Popular racetrack inventory: unmanned retail, logistics / supply chain, fresh retail

From the number of investment events, no one retail 126, accounting for 24.85% in the first place, other retail services 88, accounting for 17.36% of the second place.

/O2O 71, accounting for 14% of the third, from the investment point of view, convenience store / business super, electricity supplier /O2O and independent brands occupy the top three.

Convenience store / business super and /O2O, though not many, were much higher than other racetracks, and accounted for more than 75% of the total investment. The large investment in this area is mostly the offline layout of the Internet giant.

For example, 2017 invested $22 billion 400 million in Alibaba's strategic investment in November 21st.

Other retail services (mainly including retail management system and payment / cash register system) are the basis of other industries, especially the unmanned retailing, and have also attracted the attention of many investors and entrepreneurs.

For example, TNG Wallet, an electronic wallet service provider in Hongkong, won the $115 million Wallet A round of financing in September 16, 2017.

From the perspective of segmentation, unmanned retailing is the hottest area in the retail sector in 2017. Logistics / supply plays an increasingly important role in the new retail format. Fresh retail reshuffle accelerates and Matthew effect highlights.

Unmanned retail: explosive draught

By the end of 2016,

Amazon Go has been launched as an unmanned convenience store, making unmanned retail sales instantly become an explosive outlet and has been sought after by many venture capitalists.

In the 2017 year of the year, the domestic giants and start-ups were unmanned retail, and star companies such as "coffee rush", "wheat shop" and "star convenience" appeared.

In 2017, a total of 93 retail businesses were funded and accounted for more than half of the total retail sales in the new retail sector.

In the first year of 2017, the head office of the unmanned retail business completed several rounds of financing, such as the A round of wheat shops and the A+ round, which received a total of 245 million yuan of financing. The fruit box won two rounds of financing of over 6 billion yuan, and the intelligent vending machine manufacturer completed the Pre-A, A and B rounds of three rounds of financing.

Fresh retail: Matthew effect highlights

In 2017, there were 13 investment events in the fresh retail sector, with a total financing amount of more than five billion yuan.

From fresh 1 O2O era to the current new retail era, fresh retail is more mature than other subdivision industries, and the industry is beginning to phase out of the shuffle stage.

According to incomplete statistics, there are 14 home buyers in the past 2016-2017 years, including the delicious 77, Xu Xian and other famous fresh platforms.

In addition, Guo Mei and Mi Mi were bought by Bai Guo orchard, and Mei Jia Sheng was bought by the daily superior and fresh.

With ALI Tencent and other e-commerce giants entering the new retail industry Matthew effect will further highlight.

Yi Guo Sheng received a D round of $300 million from Alibaba in August 2017, with a total financing volume of 70 billion yuan.

Tencent's fresh delivery platform supported by the Tiger Tiger Fund (China) and Yuan Sheng capital invested $230 million in C+ round of financing in March 2017. The total amount of financing is close to 3 billion yuan.

In addition, Jingdong, Suning, Shun Feng and other giants in the field of fresh retail layout, we can see that the competition in the field of fresh retail will become increasingly fierce, and the industry will enter the accelerated shuffling stage in the 2018 years.

Industry Outlook: online and offline integration, new retail mode with all channels

Now, it has been a year since Ma Yun's "new retail" has been put forward. The Matthew effect of the retail industry is beginning to show. The market share of the leading enterprises has been further improved, and the industry has begun to enter the integration stage. The new retail market in the future is expected to form the duopoly pattern of Ali & Tencent.

At the same time, we speculate that the final trend of the development of the retail industry must be the integration of online and offline, and eventually form a new retail mode of the whole channel.

This mode reduces the intermediate links, reduces the cost, and ultimately improves the circulation efficiency of the entire trade and circulation industry, and improves the customer's consumption experience.

All in all, the new retail field in 2018 will continue to be hot in 2017, but with the entry of various giants, some of the subdivision industries will be shuffled.

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