Chapter 1034 The battle of the new 0 sale, the new ve
Why is Liu Lu’s speech representative? She said: “According to my years of experience as a leek in large A shares, the market rescue policy will not change the long-term trend at all, and it will affect two or three days. The major trend is rivers, market transactions are water, and the policy is reservoirs. Reservoirs are generally released. The river canal will not be changed. If it is changed, it must be too much water to wash the canal down. It will be even worse and flooding.”
Chu Yuanxi feels that adding a “this matter must be strange” here is more appropriate. But this kind of thing shouldn’t be talked more about. If you talk too much, it’s easy to attract river crabs.
But there is no time to vomit now, because he has just entered the position two days ago, and he is now in the market. Anyway, this is definitely good for the stock market. I haven’t heard that people who are long vomit good.
His investment crowd is also exploding, and even Yuan Jing is speaking for a long time.
Yuan Jing was not very active before, but recently he has been quite active. Not only has he frequently appeared in large groups, but he also often talked to Chu Yuanxi and became very talkative.
This is more embarrassing, because Chu Yuanxi knows him too well, and this reaction is obviously because of lack of money. If Hu Shiheng asks a Pakistani as the investor LP, Chu Yuanxi can still pretend to be crazy and stupid, and legally speaking, Hu Shiheng is a well-off investor and not a Pakistani.
But if Yuan Jing said this, how could he refuse? It was also a little difficult for Chu Yuanxi.
In fact, this matter is not impossible. For example, the Pakistani people become the LP of a certain fund of Zheng De, the condition is that the amount of money raised from the Pakistani people must be invested in Xiaokang. In fact, this year’s operation mode is open and not ashamed.
This phenomenon is mainly because the relevant department issued such a document-“Notice on Strengthening the Management of Government Investment Funds to Improve the Efficiency of Financial Contributions.”
Yuan Jing’s original words at the time were: “As soon as this document came out, our circle was directly exploded, you know?”
Chu Yuanxi had no choice but to say that he knew it, but it wouldn’t work if he didn’t know, because this year’s ￥ fund is basically expecting a 10 trillion government guidance fund to inject capital. This document has a clear-cut attitude. It is necessary to strengthen the budget constraints for the establishment of funds or capital injections, and to improve the efficiency of financial contributions, which means that it is more difficult to reach out…
In fact, this is solving a problem left over from history. Since the release of the “Ten Articles of the State” in 2016, state-owned assets have entered the capital market in large numbers. As the supply increases, efficiency problems will naturally arise. Many government guidance funds in remote areas are even idle, or they are not in line with the market after investment and have not yet formed a strong system.
Therefore, the management must be done sooner or later, but under the current special form, state-owned enterprises have become the main LP of ￥funds. State-owned enterprises’ investment is more flexible than direct investment by relevant departments. But the requirements of state-owned enterprises are usually directional investment, that is, how much money I pay, you have to invest in the designated direction, and usually require investment in other enterprises in the province.
So it’s not a big deal for the Ba people to play such a hand, and others will accept it, but Chu Yuanxi does not play it because it is meaningless.
At this time, Yuan Jing was vomiting: “This year, what I am most afraid of seeing is that a certain LP promised to contribute funds suddenly changes. That’s basically it.”
“Right, right, right.” Gu Hongru helped: “I used to explain to entrepreneurs that I have no money now, and I will vote for you after this period of time has passed. I didn’t expect to hear LP tell me this every day. It’s totally unreasonable!”
Chu Yuan Xixin said, why is this unreasonable? This is called the retribution of the Tianli cycle.
Yuan Jing: “Oh, the landlord’s family has no surplus food, and the fund of funds has no money is the worst. This year is to be pragmatic. If the goal is to raise 500 million, first raise one or two small goals.”
“These big dogs!” Gu Hongru uttered a strong vomit, “I would rather invest the money for illegal fund-raising and be cheated, or invest in Nasdaq and be cheated, and refuse to give us funds. I am really angry! ”
Chu Yuan Xixin said that this meant me? Sure enough, I was still known about my stock trading?
At this time, Xu Xin’s private chat came over: “Don’t listen to them being scared and noisy. Anyway, it’s already the case. This year, let’s focus on stability. It’s more important to be stable than to be bigger.”
“You have something to say? What did you hear?”
Xu Xin handed over a document. Chu Yuanxi glanced at it, sighed, and wrote in WeChat: “The one that should come will come.”
What she sent over is the latest trend of Hippo, to upgrade all the small stations to mini stores and enter the community.
Xiaozhan is the front warehouse in the Hippo business. The mini store is called mini, which is actually a big store that Chu Yuanxi understands, that is, the kind of store open to customers. The area is 500 square meters, and the SKU can have more than 3000 models. It is called mini, which is the size of a large supermarket in comparison with Mr. Hippo’s 10,000 square meters.
Chu Yuanxi originally thought that Xiaokang would bump into Hippo F2 when he hit Ali. F2 is the convenience store format of Hippo. I didn’t expect that the mini store would be the hand-to-hand battle.
“Oh? Are you mentally prepared?”
“If you are engaged in local life in the country, can you still not hit Ali? This is too big to escape.”
Actually, Chu Yuanxi never expected to find community value in new retail and he was the only smart person. Yonghui and Wal-Mart set up similar mini stores last year. Yonghui opened 500 mini stores last year, but it was not close to the community, Chu Yuanxi was not so nervous, and Wal-Mart’s Huixuan supermarket went straight to the community. It is said that as soon as I tried it, I found that the small community store’s ping effect was the original one. Several times the store, I immediately fell in love with this model.
However, it is difficult for Wal-Mart to shop at the speed of entrepreneurs, and the level of risk is not as good as Yonghui. There was news last month that RT-Mart’s first mini store will soon be located in Nantong, and it is positioned as a community supermarket. Although it does not belong to the Hippo system, RT-Mart is also an industry under Ali. The coming is fierce. Chu Yuanxi became alert when he saw it. He did not expect that Hippo rushed over in less than a month.
I saw Xu Xin using the emoticon pack very rarely and making a smile and crying expression: “Do you think this is a good thing Xiaokang did that brought them all to the community?”
“Well, what should I do if my friend responds too quickly? But I have never been afraid of anyone with a bayonet.”
“What you said is too big…”
Chu Yuan Xixin said that this is not big, and the reaction speed of the friends and businessmen in the original world is not slow. Of course, there is no need to entangle with Xu Xin, just follow her and say: “I’m serious, I’m not afraid of fighting with Ali’s family, I’m even more afraid of Hippo Mini’s good deeds and other large supermarkets will also lead wolves into the community. A melee is formed. That’s a bad dish.”
Really like this, the AI leader of the well-off society will first use half of its functions. The so-called regiment leader must first have regiments, those regiments are the main force, and they should all become well-off friendly forces. If you really squeeze in and fight the bayonet, you will become an enemy army. Who will suffer from turning your friends into enemies on a large scale? It doesn’t matter if there is only a hippo family, there is no shortage of hippos as these three melons.
not only turns friends into enemies, but more importantly, scenarios where the data related to the well-off cycling path can play a powerful role. Not all groups are gathered in the community, so only location information is enough. It is precisely when the friendly forces are distributed in different locations on the map that the riding trajectory can dig out the greatest data value. Therefore, even if they did not turn their friends into enemies, this function would lose its color a lot after the friendly troops rushed to the community.
Therefore, Chu Yuanxi just wanted to yell at the hippopotamus at this time: “Go away! Don’t fight me!”
Xu Xin read and sent laugh and cry again. jpg: “Unexpectedly, my ultimate problem was solved by Hippo. I am more anxious than you.”
Chu Yuanxi thought, Xu Xin’s ultimate problem, oh, is how to make a profit in the front warehouse.
This is indeed her heart knot, because her fresh food entrepreneurs basically favor the pre-warehouse model. At that time, before this round of financing, Xu Xin wanted to match Xiaokang to cooperate with the fresh food entrepreneurs under her, and integrate the front-end warehouses.
And Chu Yuanxi said: “100% entrepreneurs don’t think so.”
At that time, Xu Xin asked him how to solve the cost problem of the pre-positioning. When the profit margin fell back to normal, the cost could not be covered. How could he not fall back into the money-burning trap. It is less than 20 days ago, so I still remember it clearly.
The front-end warehouse opens quickly and has low investment. It can be like a Doraemon’s dimensional bag. Users can quickly deliver what they want. As a new retail, this experience is very good. However, the customer unit price is low, the cold chain logistics service cost is high, and the fire is high, so no matter how good the cost problem is, everything is a castle in the sky.
Chu Yuanxi’s answer at the time was very convoluted, but the core meaning was actually three words-learning to be well-off.
Now that he feels deeply regretful, he shouldn’t pretend to be this bility. At that time, it was no problem. Xu Xin would never mobilize her fresh entrepreneurs to learn how to be well-off, but it is not necessarily true now!
Nima Xu Xin understands at least 75% of the well-off model. If this is really cruel, the fun of Chu Yuanxi’s trouble will be too great!
It is also easy for him to understand why Xu Xin laughs and cries frequently today, and why she is anxious, because she is the advocator and promoter (but not the first advocate) of pre-positioning, and has been encouraging her entrepreneurs to use the pre-positioning model. Only in order to achieve high frequency, just-needed, large crowd, can it appear sexy. Therefore, it is more accurate to say that she has many fresh food e-commerce entrepreneurs, as it is more accurate.
But today, Mr. Hou of Hippo, as the pioneer of the new retail large-scale track, announced that the front warehouse was swept into the garbage dump of history. In the document, Lao Hou said very clearly that through the operation of Hippo, he found that the front warehouse is impossible to make a profit! This is the answer Xu Xin got on the ultimate problem.
It is undeniable that the mini store has the advantage of category structure than the front warehouse. It also produces fresh food, lower fire consumption, lower cold chain cost, and high customer unit price, which just reverses the three major disadvantages to cross the cost line. The advantage lies. Xu Xin believed in Lao Hou’s evil at first, and then slammed the front warehouse, and now lamented that it was too late for others to cheat.
“Now that I have so many pre-positioned entrepreneurs in my hands, what should I do?”
After Xu Xin sent this sentence, he didn’t want to see any answer, just sighed, but Chu Yuanxi said immediately: “You can… handle them to me? I need localized traffic, not all of them Worthless.”
Chu Yuanxi believes that by this time, fresh food e-commerce entrepreneurs should have begun to re-enter the ranks of breakeven or even lower. The virtual fire of February cannot be burned to the present, and even the profits of Xiaokang have fallen. .
During this period, large supermarkets have opened their doors one after another, and the business of convenience stores will naturally decline, and fresh food e-commerce will only lose more. In addition, the life of users tends to be normal, and consumption in abnormal time periods will naturally go down. 9pm was originally the peak of fresh food e-commerce, but now there is no peak, which is forced to return to normal.
So they should be able to calm down, right? Similarly, Xu Xin will of course form a reasonable judgment after seeing the financial report, otherwise he would not say the word “anxiety”. No way, Hou of Hippo always weighs something? The death penalty was pronounced for the front warehouse, and the people in the front warehouse could not help but worry.
And Xu Xin, when he saw this line of words, he almost spewed out of blood. What is “processing”? Should you buy the tailed goods? This is a start-up company that has been poured in for so many years! what–
But Chu Yuanxi’s remarks reminded her to wake up. This wake-up call was “Get ready”. Investors have iron heads, but there are also flexible ones. When a dream is immersive, the head is iron, and it will naturally become flexible when you wake up from the dream.
Therefore, Xu Xin knew that it was not the time to move herself, and she also recalled the brief conversation with Chu Yuanxi before the financing. At that time, Chu Yuanxi recognized that the front position was an “enemy,” but the prerequisite for becoming an enemy was that the front position had a well-off online content and a full set of play styles. Otherwise, although it was not stated clearly, Chu Yuanxi would definitely not be optimistic about the front position. Profit prospects.
I didn’t think about it at that time, but now I recall it again. Doesn’t that mean that the front-end warehouse has paid a high cost and the profit model is not good. Only through the establishment of real social networking and payment, social value and payment value can be made? ? It is equivalent to sunrise in the east and rain in the west, losing the east and reaping the mulberry.
But Xu Xin is sober at the moment. Entrepreneurs who are fresh food pre-storages have no such opportunity. A pan of sand is not enough, but the strength is too scattered, far inferior to a well-off brother. Although the size is still small, but the cohesion And explosive power is strong enough.
In this sense, it is a good option to give the front warehouses to Xiaokang, which can barely achieve the effect of 1+0.1>1.1.
So Xu Xin figured it out and asked directly: “If you buy them, how much are you going to pay?”
“What? You want me to pay for the acquisition?” Chu Yuanxi didn’t make any expressions, but Xu Xin felt that he could see his hypocritical state through WeChat.
I saw Chu Yuanxi continue to write: “Sister Xu, to tell the truth, it is enough to have one or two fresh food e-commerce companies. Too many are really worthless. I will definitely not acquire their shares. If the region is appropriate, I will directly Buying users, whoever wants to deal with those who will give me users.”
Wipe! It turns out that he really wants me to deal with it! Xu Xinxin said that I might as well change hands and sell the shares! I believe that the two fresh food e-commerce companies in the head, that is, the enemy in the past, are still interested.
But recently, her money shortage has almost alleviated. Without it, the new policy of the relevant departments, the upside down lock-up period will be implemented at the end of March and early April. At that time, many stocks can be sold, such as a good product store with a dozen daily limit, the price is really very attractive.
So don’t worry about “processing”.
Her words changed: “Xiao Chu, speaking of it, you are willing to take over the handling of the goods, this is not like you.”
“It’s not that your news is too shocking. The hippo mini makes me feel that time is not waiting? It is good to be able to buy some precise users and save time. The strategic advantage period of well-off is only from May this year to May next year, one year.”
From this message, it can be read that Hippo has to do two things. The first is to upgrade the front warehouse model to a large store model, and the second is to use it to attack the community. Originally Xiaokang could claim to be the only new retail player in the community, and regard the community group purchasers as scumbags and future integration targets. How can you still be proud now? Maybe in the blink of an eye, all major supermarkets have begun to strengthen the layout of community stores…
Xu Xin had to humbly ask for advice: “Why did you say this? I mean where is the period of strategic advantage of well-off? And also, if you have long regarded hippos as imaginary enemies, why have you never mentioned it?”
Chu Yuan Xixin said, do you still have to ask? Xiaokang treats 724 as an enemy and Mido as an enemy. There is nothing wrong with it. It is not an enemy too mighty to defeat. If we declare that our enemy is a hippopotamus when we come up, wouldn’t everyone in the company be scared to death? Anyway, investors were scared to death first For a time, the venture capital circle emphasized that investment and entrepreneurship should be sexy. Chu Yuanxi also likes to be sexy, but he understands that **** is different from investors, and only when you overcome strong enemies. , And the hippos are the sexiest. It’s just that this **** is too sexy, so Chu Yuanxi smiled when 724 did small moves and Meiduo did small moves, and didn’t take it too seriously. People may “finally” face the threat of Xiaokang, but Xiaokang does not regard these objects that are destined to be thrown away soon as opponents, and that makes it even more inconclusive.
Only Hippo, with its own traffic, but also a merchant who understands the essence and essence of new retail. The key is to be strong enough, which is the goal.
I saw Xu Xin then ask: “Furthermore, Hema focuses more on experiential products and semi-finished products. Isn’t it a direct competitor to convenience stores?”
“No, the future competition is not for goods, but for people. Hippo and Xiaokang will inevitably be a competition for users, do you understand? With 724 and Mido, we are just fighting products. With Hippo, we will definitely At the user level, this is a battle for new retail. You have never seen it before.”
Chu Yuanxi’s so-called new retail is not a new retail that relies on opening a group to reduce prices, but to improve efficiency. Efficiency is the essence of new retail.
Traditional retail is that customers don’t know if there is something they want in the store. They go there first. The store doesn’t know what a potential customer wants to buy. It puts the first batch of goods and sells them as they please.
New retail is visual and operable. Customers not only know if there is what they want in the store, but they can also put forward their own needs. The store can guess what the customer wants because they know who their customers are and what they want to buy. Then manage SKUs in a targeted manner.