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　　China News Service client side Beijing, May 13 (Peng Jingru) "SF Express officially does takeaway, single-handedly against Meituan Ele.me?" "If Fengchao picks it up, who is it when it gets cold?"

　　Recently, SF Express has not only attracted attention due to the overtime charging of Fengchao express cabinets, but also attracted the attention of everyone when the SF Express "Fengshi" platform was launched, and the news that it intends to enter the takeaway field has also attracted the attention of everyone.

Screenshot of the "Fengshi" Mini Program page.

　　SF Express responded that Fengshi did not go public, and netizens chanted "I hope to implement it".

　　When everyone expected that the takeaway circle would soon be transformed from "two people" to "Legends of the Three Kingdoms", SF Express responded: internal promotion, not external.

　　SF Express told the China News Service reporter that "Fengshi" is a group meal platform incubated internally in the same city of SF Express. The current business form is implemented internally by SF Express, accepting internal orders, and managed and operated by the company’s internal project team.

　　"Since SF Express’s internal staff can’t manage meals with a unified internal system, it uses the’Fengshi ‘Mini Program." SF Express staff explained.

　　On the 11th, the reporter tried to place an order on "Fengshi", and the order showed that it could be paid. But SF Express said that merchants on the system will not accept orders. It is reported that "Fengshi" is currently operated based on the Mini Program, but there will be interfaces to connect with enterprises, such as with the internal OA system of the enterprise. If an outsider orders food, merchants can also receive orders, but because there is no large-scale promotion at present, there may be some system problems when using it.

　　On the 12th, the "Fengshi" Mini Program showed that it needs to authenticate corporate users. In other words, individuals are indeed unable to use SF Express takeaway at present.

　　"If SF Express delivers takeout, it should be very fast." "I want to try the takeout sent by the courier brother."

　　Seeing SF Express’s response, netizens said one after another, "It’s all said so, we all understand." "It’s a trial operation now, and there will be some in the future."

　　Behind the call for SF Express to enter the market: the commission issue of takeaway platforms has attracted controversy

　　Under the news of "SF Express is going to do takeout", many consumers have also started takeout platforms such as @Meituan and @Ele.me online.

　　"There are takeaway platforms that take too much, and it is difficult for both merchants and riders."

Data map: On February 14, the delivery brother delivered food in the snow.

　　Previously, on April 10, the Guangdong Catering Service Industry Association issued the "Guangdong Catering Industry Joint Negotiation Letter to Meituan Takeaway", saying that Meituan’s market share in Guangdong catering takeaway is as high as 60-90%, which has reached the market dominance stipulated in the "Antimonopoly Act". At the same time, Meituan is suspected of implementing monopoly pricing, setting many unfair trading rules, and continuously increasing the deduction ratio. The commission for newly opened catering merchants is up to 26%, which has greatly exceeded the critical point that the majority of catering merchants endure.

　　The commission issue of food delivery platforms has attracted widespread controversy. Some people said, "This thing is based on the turnover, not the profit of the merchant. 20% of the turnover is about equal to paying an extra rent, and some stores even pay more than the rent." Therefore, "monopoly is not desirable, and the commission should be reduced."

　　Some people think that the takeaway platform provides riders and platforms, and it is a mutually beneficial relationship with the merchants. In the past, it was good to burn money to shop the market, subsidize merchants, consumers, riders, and all kinds of advertising investment, and not lose money.

　　However, the above-mentioned high commission incident finally ended with a joint statement issued by the Guangdong Catering Service Industry Association and Meituan Takeaway. Meituan said that it will strengthen the support of Guangdong catering takeaway commissions. On the basis of the "Spring Breeze Action", the rebate ratio of high-quality catering takeaway merchants in Guangdong will be increased to 3% -6%, and the coverage will be expanded. The rebate time will be extended by at least 2 months.

　　"SF Express takeaway is not external? McDonald’s is a gift from SF Express!"

　　Under the controversy over takeaway commissions, many consumers expect SF Express’s entry to improve the situation. "In this way, the takeaway market will add new elements, and users will have more choices. Only when there is pressure will companies have pressure, and only when there is pressure will they use their brains, so as not to exploit merchants and consumers."

　　According to news from SF City, "Fengshi" has launched a 5 million subsidy activity of "recommending companies to return good gifts". Users can invite companies to settle in, or recommend companies to spend in "Fengshi", and the recommender can get different amounts of rewards. In addition, under the "Merchant Settlement" column, "Fengshi" is marked with the words "Free Online", which makes the entry conditions of "Fengshi" particularly attractive.

　　However, some consumers are also confused; "Didn’t SF Express start delivering takeout a long time ago? Didn’t McDonald’s, KFC and Burger King be delivered by SF Express?" "McDonald’s was delivered by SF Express."

Data map: A courier company outlet in Hangzhou. Photo by Li Chenyun

　　In fact, SF Express has already cooperated with many catering brands in the same city. During the epidemic, SF Express cooperated with Xiaolongkan and Huajia Yiyuan to help buy, help and send. In addition, SF Express’s 2017 annual report shows that at that time, its "same city distribution business" cooperated with mainstream brand customers such as KFC, McDonald’s, Dicos, Baidu, Rainbow, etc.

　　In March 2019, SF Intra City achieved independent operation. At that time, Sun Haijin, CEO of SF Intra City Company, disclosed the progress: the average daily order volume exceeded 1 million, the number of riders exceeded 300,000, and the service has been rolled out in more than 200 cities. By the end of 2019, SF Intra City has served many leading brands in different industries such as catering, serving more than 100,000 small and medium-sized merchants and 20 million individual users.

　　Will the "era of casual takeout for ten dollars" still come?

　　In addition to the commission issue, the price war between Meituan and Ele.me in the past has left many people with deep memories. Whether SF Express will use its price advantage to win customers has also become a concern for everyone.

　　"I was lucky enough to eat a dime of takeout at Ele.me two years ago, but now I can’t eat it anymore." "When I was in college, Ele.me and Meituan competed, and I ate well for more than 6 yuan a meal." "Is it going to usher in the era of eating takeout casually for ten yuan again?"

　　Judging from the current delivery fee of "Fengshi", it seems that there is no price advantage. Taking a beverage shop on Financial Street in Xicheng District, Beijing as an example, the delivery fee for a distance of 2.7km is 6 yuan. In addition, the minimum delivery fee of merchants is generally high, and all goods are at the original price.

On May 11, "Fengshi" took a screenshot of a takeaway order from a beverage store in Beijing.

　　This is the same price as original items such as Meituan and Ele.me, but without the discounted prices of the first two, and most people would prefer to buy discounted items.

　　However, "Fengshi" does not seem to intend to take the same path as the existing takeaway platform, and corporate group meals are the ultimate goal. According to SF City, Fengshi is a reservation and delivery service for the corporate employee market jointly launched by SF City One Station in conjunction with Tencent WeCom, WeChat Pay, Food Channel, PayEasy, and SF City Express.

　　Chen Liteng, a life service e-commerce analyst at the E-commerce Research Center, said that the food delivery market has ushered in a new round of growth due to the restrictions on dine-in food under the epidemic, and Meituan and Ele.me have been widely controversial due to the commission issue under the impact of the epidemic, giving other platforms the opportunity to develop. "Fengshi" entered the market at this time, cutting in from group food and avoiding direct competition with Meituan Ele.me, which helped to open its market.

　　"Coupled with SF Express’s advantages in logistics and distribution, the entry of SF Express means that the industry competition will intensify for the entire food delivery market, which can further activate the market," Chen Liteng said.

　　So, if SF Express does takeout, "Will the happiness double when the takeout and the courier arrive at the same time?"

Wang Jianlin made another move!

According to the announcement on the evening of July 23, the shareholders of Beijing Wanda Investment Co., Ltd. (referred to as "Beijing Wanda Investment") changed, and the 49% stake of Wanda Investment was transferred to Shanghai Ruyi Film and Television Production Co., Ltd. (referred to as "Shanghai Ruyi").

Wang Jianlin’s transfer of a 49% stake in Beijing Wanda’s investment topped the hot search list.

This is the third time Wang Jianlin has sold assets since July. When the domestic film and television market is recovering, why did Wanda choose to sell the equity of Beijing Wanda Investment Company?

Wanda, which is on the cusp of the trend, has made a big move to sell assets.

People familiar with the matter told Surging News that the Wanda Group will use the funds sold to repay the principal of the $400 million debt due on July 23.

According to the announcement, on the evening of the 23rd, the consideration for this transaction surfaced. China Ruyi announced that on July 20, Shanghai Ruyi (the company’s controlled structural entity), as the transferee, entered into an equity transfer agreement with Beijing Wanda Cultural Industry Group Co., Ltd. to transfer its 49% stake in Beijing Wanda Investment Co., Ltd. for 2.262 billion yuan.

Before the transfer, Wang Jianlin and Wanda Group’s Beijing Wanda Cultural Industry Group Co., Ltd. jointly owned all the shares of Beijing Wanda Investment. After the transfer, Beijing Wanda Investment will be held 49.8% by Wanda Cultural Industry Group, 49% by Shanghai Ruyi, and 1.2% by Wang Jianlin.

Upon completion of the share transfer, Shanghai Ruyi will directly hold a 49% stake in Beitou. "Shanghai Ruyi currently has no intention of appointing directors to Beitou and has no intention of participating in its daily operation and management. Beitou will not be a subsidiary of the company and its financial results will not be consolidated into the company’s consolidated financial statements," China Ruyi said.

Analysts said that this time Ruyi Film and Television is willing to invest in Wanda Investment because of its stake in Wanda Film. At present, Beijing Wanda Investment’s foreign investment enterprises include Qingdao Wanda Cultural Investment Co., Ltd., Wanda Film joint stock company, and Beijing Wanda Film Distribution Co., Ltd.

Previously, Wanda Film transferred its equity twice in a row.

On the evening of July 11, Wanda Film announced that Beijing Wanda Investment intends to transfer its shares 180 million shares of the company to Lu Lili, the wife of the actual controller of Oriental Wealth, through the transfer agreement, accounting for 8.26% of the company’s total share capital, and the transfer price is 12.07 yuan/share.

On July 18, Wanda Film announced again that Beijing Wanda Investment and its concerted action Shanxian Rongzhi signed the "Share Transfer Agreement on Wanda Film joint stock company", Beijing Wanda Investment intends to transfer its holding of Wanda Film unlimited sale conditions 177 million shares (accounting for 8.14% of Wanda Film’s total share capital) to Shanxian Rongzhi, the transfer price is 13.17 yuan/share.

The above two Wanda Film equity transfers recovered a total of more than 4.50 billion yuan.

Wanda Film was founded in 2005 and belongs to Wanda Group. In the first half of this year, Wanda Film recorded revenue of 6.70 billion yuan to 6.90 billion yuan, an increase of 35.6% to 39.7% year-on-year; in terms of profit, the net profit attributable to shareholders of listed companies in the first half of the year was 380 million yuan to 420 million yuan, which was a turnaround from a loss of 581 million yuan in the same period last year.

Shanghai Ruyi, who entered the audience this time, is a dark horse in the domestic film and television industry in recent years. The company was established in 2013 and the actual controller is Ke Liming. In recent years, it has successively invested in films such as "Hello, Li Huanying", "Send You a Little Red Flower", "To Our Eventually Gone Youth", etc., and TV drama masterpieces include "No War in Beiping", "Langya List", "Biography of Miyue", etc.

This year, the box office hit "Vanishing Her" also participated in the investment. In addition, this year also led the investment of "Passionate" and "Keep You Safe". "Passionate", which will be officially released on July 28, is a film directed by Dapeng, starring Huang Bo and Wang Yibo, and starring Liu Mintao, Yue Yunpeng and Xiao Shenyang.

Ruyi Film and Television is a wholly-owned subsidiary of Hong Kong-listed China Ruyi. The second largest shareholder behind China Ruyi is Tencent.

On July 4, 2023, China Ruyi entered into a share purchase agreement with the subscriber to issue a total of 2.50 billion subscribed shares at HK $1.60 per share, raising a net amount of HK $4 billion, 90% of which is intended to be used for the development and expansion of the film and game business.

According to the announcement of the Hong Kong Stock Exchange, Tencent completed the subscription of Chinese Ruyi new shares through its subsidiary Water Lily on the same day, holding 2.546 billion shares, and the shareholding ratio increased to 25.45%, further solidifying the position of major shareholders.

Before that, the predecessor of China’s Ruyi was Hengteng Network. In October 2020, Hengteng Network suddenly announced that it would acquire Ruyi Film for HK $7.20 billion, and Ruyi Film was listed on the backdoor.

Hengteng Network is a joint venture between Evergrande and Tencent. Before the acquisition of Ruyi, Evergrande and Tencent held 55.6% and 19.32% of Hengteng Network respectively. Evergrande is the leading company and its main business is Internet streaming media platform.

According to Yicai, Wanda has frequently "raised funds", behind which its debt repayment pressure cannot be ignored. As of the end of June 2023, Wanda Commercial manages the stock of domestic open market bonds of 12.341 billion yuan, and the stock of overseas bonds is about 1.80 billion US dollars. Among them, Wanda Commercial manages a bond of 400 million US dollars with a maturity date of July 23.

In view of the debt repayment pressure of Wanda, the rating agencies such as Chengxin International, Fitch, Moody’s, and Standard & Poor’s have successively adjusted the rating/rating outlook of the joint stock company of Dalian Wanda Commercial Management Group.

S & P pointed out that after Wanda Commercial repaid the RMB 9.60 billion bonds due in April 2023, its combined cash balance fell from 30.50 billion yuan to 15 billion to 20 billion yuan by the end of Quarter 1 in 2023, so Wanda Commercial will face tremendous repayment pressure in the next 12 months. Of this combined amount, it is estimated that about 8 billion yuan to 10 billion yuan of cash is retained at the management level of Zhuhai Wanda.

Fitch said the downgrade was based on Dalian Wanda Commercial Management’s confirmation to Fitch that it had failed to pay the coupon on the $400 million bond due in 2025, which was due on July 20, 2023. Wanda said it expected to complete the coupon payment within a grace period. According to the bond prospectus, the issuer has a 10-day grace period before the default event is triggered.

Regarding the intensive adjustment of ratings, Wanda Commercial Management Group said that the company’s operations are stable and its profitability is good. The company will fulfill its information disclosure obligations in strict accordance with the provisions and requirements of relevant laws and regulations, and remind investors of relevant risks.

　　On March 1, the joint stock company of Cyrus Group (601127.SH hereinafter referred to as "Cyrus") released the production and sales express in February. Data show that the sales of Cyrus new energy vehicles reached 30,257 in February, an increase of 360.04% year-on-year; from January to February 2024, the sales of Cyrus new energy vehicles totaled 67,095, an increase of 485.37% year-on-year.

　　In February 2024, AITO asked the world to deliver 21,142 new cars, AITO asked the world to deliver 18,479 new M7 single month, the cumulative delivery of more than 100,000 vehicles, ask the world M7 cumulative breakthrough 150,000 vehicles, with absolute advantage to lead the Chinese market new power single model monthly sales list first, creating a new record of Chinese car brand single model sales.

　　Cyrus is firmly ranked among the top five luxury brands

　　Since the beginning of this year, AITO has shown continuous upward momentum. According to the data, from January 1 to February 18, 2024, Cyrus ranked among the top five luxury brands in the Chinese market with a cumulative sales volume of 46,200 vehicles. It is worth mentioning that in the fourth week of February (2.19-2), Cyrus ranked among the top three luxury brands with a weekly sales volume of 7,200 vehicles, beating traditional luxury cars Audi and Mercedes-Benz, second only to Tesla and BMW, and becoming the highest-ranked Chinese brand in the luxury brand list.

　　On February 26, the national delivery of the Cyrus M9 was fully launched, and more than 100 cities officially ushered in large-scale deliveries. As the latest product jointly built by Cyrus Automobile and Huawei over the past three years, the Cyrus M9 is well recognized by users, and the cumulative number of vehicles will exceed 50,000 in 62 days of listing. In addition, all versions of the AITO M5/new M7 have also started to speed up delivery, and the fastest delivery can be delivered in 2-4 weeks. It is reported that Cyrus Automobile currently has more than 700 experience centers and more than 200 user centers in 220 cities, bringing users a better product and service experience.

　　The completion of the super factory and the investment institutions continue to be optimistic

　　On February 5th, the Sailis Automotive Super Factory was completed and put into use. It is built in accordance with international leading standards and industrial Internet requirements, and has the four characteristics of high efficiency, intelligence, cutting-edge and green, becoming a new benchmark for China’s new energy vehicle intelligent manufacturing factory. The factory has more than 3,000 robots intelligently coordinated to achieve 100% automation of key processes; using the industry’s first quality automation testing technology to achieve 100% quality monitoring and traceability; through the world’s leading 9000T die casting machine, it has achieved the highest integration in integrated die casting parts; at the same time, it has also achieved the highest production efficiency in the world.

　　Zhang Xinghai, chairperson (founder) of Cyrus Group, said: "The M9 is a high-end luxury boutique model that we adhere to the tenet of’user-centric, wholeheartedly serving users’ and create with heart. We will continue to iterate and improve, improve at the fastest speed, and meet the needs of all users as much as possible. Make high-end more high-end, make luxury more luxurious, and make smart more intelligent!"

　　A number of institutional research reports are also optimistic about the future market performance of the Cyrus M9. Huaxin Securities Research Report pointed out that the current M9 has begun to be delivered, and the new model is expected to continue to develop. The latest research report of Founder Securities believes that with the AITO M9 production capacity climbing, the sales proportion in the AITO brand continues to increase, driving the volume and price of Cyrus to double up. It is expected that the fastest is expected to achieve a turnaround in the profit contribution of the model in June 2024, and the profit cycle may start in the third quarter of 2024.

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The man behind Brother Yang

Brother Yang has the help of experts behind him

To say that the hottest Douyin Internet celebrity this year is by no meansCrazy little brother yangNothing but.

From the establishment of Xiao Yang Zhenxuan at the beginning of this year, to the concert that took 30 million some time ago, Brother Xiao Yang has been popular for a whole year. According to statistics,This year, he has been on 33 hot searches, and his fans exceed 100 million. He is a well-deserved Douyin brother…

Not only are people popular, but Brother Yang’s business is also doing a lot. Tianyancha shows that the current companies under Brother Yang have reached27 companiesIn November last year, Yang Ge Hao spent more than 100 million yuan to buy a building in Hefei to be used as the global headquarters of Three Sheep. According to himLast year, I paid 200 million yuan in taxes alone, and I have to send out 50 million salary a month.

Source: Douyin

So the question ****** such a big enterprise built by the two brothers Yang and Xiao Yang? Although they are very good at "whole life", it is obviously not enough to rely on two Internet celebrities to start a company and engage in business with a certain threshold. Is there anyone behind Brother Yang to help?

That’s right, this person appears from time to time in Brother Yang’s live stream."Teacher Du" Du Gang…

Brother Yang and Du Gang, Source: Douyin

Friends who often watch Brother Yang’s live broadcast know that.Du Gang is the CEO of Three Sheep Group., the trader behind Brother Yang’s business empire. Since Du Gang had taught in colleges and universities for more than ten years, everyone affectionately called him Teacher Du.

Tianyancha shows that Du Gang is the main person in the Three Sheep Network, whose name has16 employed companies, the earliest one was established in 2004 and has rich business experience. Du Gang started contact in 2005E-commerceFrom the early traditional e-commerce to the later private-domain e-commerce to the current interest in e-commerce, he has dabbled in all aspects.

Source: Tianyancha App

Just like the Three Sheep Group is based on content, Du Gang became attached to Brother Yang because of content. Du Gang said:"In 2019, I used to watch Crazy Brother Yang’s video, and I wasn’t interested because I was very smooth at the time. But suddenly in 2020, my pace of life was disrupted, and my life became chicken feathers. When I was bored and encountered many difficulties, I sat down and watched it with a knowing smile."

Brother Yang’s ability to bring happiness made Du Gang realize the huge commercial value. So in 2021, Du Gang and Brother Yang reached a cooperation, and in 2022 they jointly establishedSANJIAO GROUP…

In Du Gang’s opinion, the three sheep are one family"Mid-platform service type"The company, Brother Yang and other experts only need to do a good job in the content, and other things will be handed over to Du Gang and the others to take care of.One is responsible for production flow, and the other is responsible for monetizationThe division of labor is very clear.

High-quality content, derived from personal inspiration, is difficult to replicate; while successful monetization comes from the correct methodology, but it can be learned fromSo, what is Du Gang’s successful methodology?

Use the supply chain to drive down prices

There are two kinds of live streaming hosts in the world, one for others and the other for themselves. The former is essentially a "migrant worker", and the latter is a "boss".So when an Internet celebrity live streaming host wants to operate industrially, he must first find his own goods, that is, have his own supply chain.

Helping Brother Yang solve the supply chain problem was Du Gang’s top priority.

In 2021, Du just started to build a supply chain system, and a very important part of it is to findfoundryDu Gang has two criteria for finding foundries, the first isqualityTo be good, it must be the first-line level in the industry. For example, the facial tissues that Xiao Yang Zhen chose to sell came from a TOP-level factory in Xinqiao, Hefei. Considering Xiao Yang’s popularity, there are still many factories willing to cooperate with him, and the selection range is relatively wide.

But the second criterion"Make it affordable for everyone"It is difficult to achieve. Du Gang always tries to keep the price as low as possible and uses the live stream.sales volumeAs a point of interest, I talked to the factory, but there are not many factories that can accept it, and the negotiation process is relatively difficult. Some categories cannot be negotiated, so Du Gang can only give up.

Xiao Yang Zhen chooses the slogan: Good things can be used, picture source: Douyin

Of course, what Du Gang did was not simply to lower the price. He also passedThe way to optimize the product and reduce the price, while helping manufacturers save costs. For example, in the logistics process, the price of express delivery of different weights is different. Du Gang found that the freight of one kilogram and less than one kilogram is very different. Feedback to the manufacturer and pack the product to 985 grams, thus saving freight. Traditional companies often only focus on the product itself, while Du Gang will add the idea of e-commerce to the production process to achieve reverse customization.

Looking at the companies that make a lot of money in the live e-commerce field, almost all of them are linked to high-end brands, but why is Du Gang obsessed with low prices? Because he knows very well,In the current market environment, low prices are one of the most important competitive factorsBut low price does not equal low-end, and there should not even be a distinction between high-end and low-end. Making "good but not expensive" products is the right way.

Du Gang said:"We will not use high-priced products to endorse our live stream to show whether the live stream is high-end or not. Brands strive for a high-quality image, but affordable products are what real consumers want."

Under the leadership of Du Gang, Xiao Yang Zhenxuan has established a relatively complete supply chain system, through which brands can enter. In order to select products, Du Gang also configured150 product selection personnelA selection team is formed to select good items that consumers recognize.

When a live streaming host connects the supply chain, he is upgraded from "bringing goods" to "selling goods".

Live slicing explodes commercial potential

Du Gang doesn’t necessarily understand content, but he does understand the value of content and how to maximize monetizing content.

During the live broadcast, Brother Yang often popped up some golden sentences or made some impromptu performances, which attracted laughter from the audience, and the effect was surprisingly good. Therefore, many creators started"Live Slice"Video, cut out the essence of Brother Yang’s live broadcast and regard it as his second creation.

Brother Xiao Yang’s live broadcast slice, picture source: Douyin

For this kind of second-hand behavior, many live streaming hosts are more hostile, after all, it will steal their traffic. But Du Gang and Brother Yang strongly support it, and even provide a special platform for editors to play.

In 2019, Du Gang launched the "medium and small two" live slicing distribution platform. After the creator settles in, he can obtain the authorization of Brother Yang and obtain the delivery income through slicing videos.50-50 splitIf the monthly sales exceed 50,000, creators can also get a higher share.

In order to ensure the quality of the slices, Du Gang put forward some requirements, such as having traces of secondary creation and not allowing simple piecing. At the same time, the platform also provides course training, editing guidance, and troubleshooting to continuously cultivate high-quality experts.

At present, the registered users of the Zhongxiaoer platform have exceeded100,000Yes.10,000How active creators are. According to reports, in 2023, Three Sheep will earn money from the delivery of goods through the number of small two680 million yuanAnd Du Gang’s goal is 2 billion yuan a year, he is full of confidence.

It is worth noting that the purpose of Du Gang’s slicing distribution model is not entirely profit-making.When selecting editors, Du Gang will tend to choose some full-time mothers, laid-off unemployed and disabled peopleTo provide them with a job. It can be said that with live slicing, the Three Sheep Group has achieved the unity of public welfare and business.

Judging from the results, this is undoubtedly a win-win situation. It goes without saying that the creators get profits, and Brother Yang can also increase his popularity due to the massive live broadcast slices.These scattered traffic will eventually still be directed to the live stream, forming a virtuous circleTherefore, it is better to clear the congestion than to hide the traffic, it is better to share with others and make the cake bigger

In fact, Du Gang’s business ideas have long been followed. In the early PC era, Microsoft was actually deliberately condoning the proliferation of pirated Windows systems on the C-side, not only because the cost of combating piracy was too high, but also because piracy could quickly seize the market, expand the user base, and force B-side customers to use it.

In this way, Brother Yang’s live broadcast has made a great contribution to today’s situation. Du Gang, who maximizes the use of Brother Yang’s live broadcast content, undoubtedly reflects his professionalism as an operator.

Professional team is standard for live streaming hosting

In fact, not only Brother Yang, but also many phenomenal Internet celebrities have a helpful"Noble"…

The most typical example isLi JiaqiLi Jiaqi was originally a "cabinet brother" at L’Oreal’s offline counter, the boss of MeijiQi ZhenboQi Zhenbo’s business sense is very keen. In 2016, he realized the trend of live e-commerce, so he found Li Jiaqi to try to sell goods, but the effect was unexpectedly good. Subsequently, Qi Zhenbo led a series of topic marketing, such as applying for Li Jiaqi’s Guinness World Records and selling lipstick in a competition with Jack Ma, etc., to push Li Jiaqi to the throne of the first brother with goods.

Qi Zhenbo

And Eastern selectionDong Yuhui,Yu MinhongIt is his noble person. Knowledge delivery is not the original creation of Dong Yuhui. Every live streaming host selected by Dongfang is broadcast like this, but it just so happens that Dong Yuhui is out of the circle. As an old Jianghu who has been famous in the education industry for 30 years, Yu Minhong not only knows people and makes good use of them, but also knows how to use his own advantages to understand his users. New Oriental can smoothly transform into Dongfang selection, both the accidental factors of Dong Yuhui and the inevitable factors of Yu Minhong.

The examples of these live influencers tell us,Although strong personal strength and excellent luck can be very popular for a while, they cannot be used as a long-term means of making money without the guidance of professionals and systematic business operations…

The era of going it alone is over, and the era of teamwork is upon us.

Author | Fengqing

Responsible editor:

　　Entering April, although the scorching sun has not yet scorched the earth, the battle for freezers, which is the lifeblood of the beverage industry, has entered a white-hot stage.

　　New distribution public data show that 79% of consumers will choose to buy frozen drinks in summer, of which 81% of consumers will choose other companies’ frozen products because the target drink is not frozen; end point store freezer can increase sales point sales by 29%, taking the market common single door freezer as an example, you can immediately increase about 50 rows and 20 pieces of sales orders.

　　In addition to providing instant cooling, freezers are often located in the prime location of the store, providing a natural advantage of close contact with consumers. Companies can bring their products to consumers’ attention, which not only broadens the distribution surface, but also increases the exposure of the product.

　　It can be said that the freezer, the "invisible battlefield" of the cold drink market, has undoubtedly become a golden fulcrum for brands to promote sales, increase exposure, and then increase performance, and its importance is self-evident.

　　In this context, major brands continue to put up the ante offline freezer in 2024, trying to occupy a favorable position in the limited end point retail space, in order to achieve better results in the upcoming sales season.

　　So, from the offline visits, what is the intensity of the freezer battle in 2024? Which beverage companies have seen a significant increase in their investment in 2024? Can they achieve the desired results?

　　01 Drink giants are fighting hand-to-hand, and offline freezers are fighting fiercely

　　"In the summer, there is no sales without frozen display, which is the accepted market law in the sales industry of fast-moving consumer goods." A beverage marketer who has been in the industry for many years revealed to the media that frozen display is the last part of the offline sales channel, which often requires salespeople to visit one by one and give enough generous discounts or subsidies, so that the physical bosses at each end point will be willing to display brand products.

　　Every morning at 8:30, Li Hao, the salesperson, immediately took his colleagues to the offline store after the company’s morning meeting. The sales area he is responsible for has 100 to 200 customers, and he runs an average of 20 to 40 end point stores every day.

　　Every store, Li Hao will be in the Nongfu Spring internal business App clock in record, each store stay time to be controlled in 5-30 minutes, during the period in accordance with the company’s very detailed product display regulations, sorting freezer goods and record data, find abnormal timely report.

　　"Just after the Chinese New Year this year, the salespeople of cold drink brands have started to come to the door one after another." According to Su Kexin, the owner of a convenience store in Jiangsu, the three freezers in the store are all given away by different brands, and the monthly subsidy ranges from 120 to 200 yuan. The subsidy has increased a little this year. But the condition is that the corresponding freezer can only sell products of the brand, and the owner cannot mix other products. Once discovered, the subsidy will be cancelled.

　　Ding Xiao, a cold drink salesperson from Mengniu, also admitted frankly: "This year, the pressure is particularly high. In order to win a small supermarket, we went to the boss every now and then to get close to each other. In addition to giving corresponding subsidies, we also did a lot to help move goods, but unfortunately we lost to another cold drink brand because the other party’s subsidies were higher."

　　Ding Xiao also revealed that the competition between supermarkets and convenience stores has always been fierce, but this year it has become even more "involved". The entrance fee alone has increased by more than 10%. Even if you win this area, you will have to pay the "rent" of the freezer every month.

　　Behind the increasingly "rolled" freezer battle, naturally there are beverage companies that continue to sell up the ante end point, and in 2024, the most powerful one is Wahaha.

　　The owner of a store in Hangzhou, Zhejiang, revealed to the odd-even faction that on the seventh day after Zong Fuli took office, Wahaha’s regional manager came to his store and took the initiative to send three freezers.

　　Jiangxi agent Wu Qizhen also confirmed the news to the odd-even faction, saying that Wahaha is currently actively putting freezers to offline end points, and dozens of freezers have been placed in each nearby county.

　　This freezer not only has a positioning function, but also has a camera inside. According to the real-time sales situation, a staff member will contact to replenish the goods, "If the freezer is empty and put some other brands of water, wow haha, the other side will turn a blind eye, but when replenishing the goods, the other party also hinted that the water is selling well now, and advised us to prepare more goods in the warehouse."

　　But they also said that although Wahaha attaches great importance to end point sales this year and puts all its efforts into offline freezers, in the past five years, Nongfu Spring’s freezers have been all over major convenience stores, firmly occupying the prime area of convenience stores in prime locations. Even if Wahaha starts to make efforts from now on, it is impossible to form a match in the short term, let alone in this kind of offline sales, which requires relatively heavy assets such as self-purchased freezers.

　　In addition to the freezer sales of giants such as Nongfu Spring, Wahaha, and Mengniu up the ante end point, some beverage companies that are not so "big business" have also shown an aggressive attitude, and have made a lot of efforts in the display contract and frozen delivery.

　　Boss Lin of Jingzhou, Hubei, described the odd-even faction that in the past three years, the most active regional agency brand he has come into contact with is (), whether it is the placement of its own freezers or the subsidy for renting freezers. Naturally, Dongpeng Beverage’s products have also been placed in the most prominent position in the beverage area.

　　"Dongpeng’s hydrating products are also being promoted vigorously this year. According to the current promotion efforts, we will naturally put them in a place where consumers can see them at a glance. Customers can pay for a bottle before checking out, and there will be very good sales in summer."

　　While brands continue to increase their investment in offline channels, and products are seen by consumers, there will naturally be some brands that have been squeezed into less prominent positions due to insufficient investment.

　　As a child growing up in central China, () has been one of the must-have drinks for the post-90s generation since childhood, but after this round of offline visits, the star products that have been placed in the middle of the shelves in memory seem to be "hidden". If you don’t pay special attention, it is difficult to see the plum garden placed in the corner.

　　"It’s normal, other brands have freezers and subsidies, so they must put their products in the most conspicuous position. Although the purchase volume of Plum Garden is OK, they are all old faces, especially in summer, almost no one will choose Plum Garden." When asked about the offline channel situation of Plum Garden, Boss Lin also said that it is just a normal sales relationship, and there is no subsidy from other brands to make him excited. "If there are not many people coming to buy, Plum Garden will not continue to buy."

　　02 Wahaha and Dongpeng Beverages, storming the hinterland of Nongfu Spring?

　　The battle for freezers among beverage companies is actually nothing new, but Wahaha’s strategic adjustment to offline channels in 2024 is even more eye-catching. Looking into the reasons, it is not difficult to find that this is not only a realistic choice to deal with fierce competition, but also a long-term layout to adapt to consumer trends and reshape market position.

　　After the death of Wahaha founder Zong Qinghou, Wahaha was pushed to the forefront of the traffic trend, its products were sold out, and the brand also ushered in an unprecedented "super traffic".

　　But just after the online products were bought out by consumers who were "wild consumption", everyone also found the shortcomings of Wahaha, that is, the end point of the offline is not complete or even impossible to see Wahaha’s related products. Instead, Nongfu Spring, the "target" set up by public opinion, has deeply controlled all convenience stores.

　　And Zong Fuli, who took over Wahaha, naturally wouldn’t miss this opportunity.

　　According to media reports, a letter to all sales staff "circulated on the Internet in mid-March, which mentioned:" Now is the moment when Wahaha receives unprecedented attention; to fight the end point distribution surprise battle, the goal is to "let everyone see and buy Wahaha products".

　　When it comes to specific operations, Wahaha will make every effort to increase the delivery of freezers, with the intention of reconstructing offline sales channels. However, Wahaha, which has always adopted the joint sales model and has not been closely related to extensive end points, may still be difficult to match compared with Nongfu Spring, which has been deeply cultivating offline channels for many years.

　　According to Nongfu Spring’s financial report, as early as 2019, Nongfu Spring has shown a strong channel control. Its products cover more than 2.37 million end point retail outlets across the country, and more than 360,000 freezers are displayed at various sales end points. And in the next two years, Yuan Qi Sen Lin played a vigorous "freezer" defense battle.

　　At that time, Yuan Qi Sen Lin offered a high subsidy policy, encouraged cooperative stores to dedicate their custom freezers, and even took tough measures such as deducting display fees for stores that violated the display agreement, aiming to exclusively occupy the refrigerated display space of the core retail point, aiming at Nongfu Spring.

　　And Nongfu Spring also launched the "God of Wealth" campaign, under the banner of "Seize the competing freezers and buy back our freezers". For stores that dare to put Nongfu Spring sparkling water in the freezers of competitors, it has launched a radical promotion method of "placing a bottle and giving away a bottle of Changbai mineral water".

　　Under the continuous up the ante, Nongfu Spring with strong funds finally won, and in this round of sparkling water dispute, continued to increase the investment in freezers. As of now, it is roughly estimated that Nongfu Spring has more than 800,000 freezers, and they are all "golden" positions in the round of competition.

　　For Wahaha, which officially opened full offline sales in 2024, it is still too difficult to cross the mountain built by 800,000 freezers.

　　In addition to Wahaha, Dongpeng Beverage has also shown a high degree of enthusiasm and decisive determination in the delivery of freezers, making it the most radical force among non-giant beverage companies.

　　Dongpeng Beverage, which started with low-cost, rebate marketing, has focused on channels after gaining initial recognition from consumers, the most important of which is the placement of offline freezers.

　　At an investor exchange meeting at the end of last year, when asked "what is the goal of the future freezer launch?" Dongpeng Beverage said: "The company has accumulated more than 100,000 freezers in the city and will continue to increase investment next year. We have always believed that frozen is the best display, display is the best advertising. With the increase in the number of outlets and the development of multiple categories, the company will continue to increase the number of freezers."

　　The odd-even faction has also contacted Dongpeng Beverage. When asked about the pace of freezer placement in 2024, Dongpeng Beverage responded that the company’s offline network expansion has always maintained a high growth rate, of which freezer placement is the core strategic move. This strategic direction will not change in the next few years.

　　The other party also said that in view of the limited channel resources, the company that takes the lead in large-scale installation of freezers will control the sales initiative. Based on this insight, Dongpeng Beverage made it clear that the deployment of freezers in the next few years will be promoted at a more rapid pace, and all freezers will be purchased by themselves, rather than leased, to ensure full control of the freezer network and long-term return on investment.

　　In addition, Dongpeng Beverage revealed that in addition to the existing functional beverage business, the second and third growth curve products that the company is actively cultivating will also rely on this growing network of self-owned freezers to achieve market penetration and rise. Through the refined operation of the self-owned freezer channel, these new products can not only reach consumers efficiently, but also quickly gain market share.

　　It can be said that in the face of the intense battle for freezers, various beverage companies are making efforts to gain an advantage in this key battle related to the restructuring of the market, but offline channels have formed a preliminary pattern in the past few years. The competition in 2024 will also become more intense under the joint promotion of new entrants and players.

　　03 is written at the end

　　In 2024, whether it is the old giant Wahaha’s turn to a strong attack, or the continued aggressive advance of Dongpeng Beverage in the non-giant camp, both reveal the increasingly irreplaceable strategic value of the freezer in the cold drink market.

　　However, in the face of the already formed channel landscape and increasingly fierce competition, whether new entrants and players can break down inherent barriers and achieve a counterattack in market share remains full of unknowns and challenges.

　　This battle for freezers is not only a test of the brand’s financial strength and channel control, but also a deep baptism of the company’s strategic vision and market resilience.

　　At present, the freezer is no longer just a container for refrigerated drinks, but an important carrier for brands to reach consumers and shape brand perception. And in this battle for the future direction of the cold drink arena, whoever can win the freezer battlefield will be able to lay a solid foundation for brand victory.

Nongfu Spring green bottle of purified water is selling well

Nongfu Spring has always been a focus in the drinking water market. Since its establishment in 1996, it has continued to innovate and lead the packaged drinking water industry. Recently, the brand launched a new product "Small Green Bottle" purified water, which attracted attention. Behind this move is a precise capture of market trends – with the improvement of quality of life and health awareness, the demand for purified water in the market has increased sharply, especially the desire for natural and healthy water sources. Nongfu Spring Green Bottle Pure Water is a hit.

The advent of the "small green bottle" is based on Nongfu Spring’s deep understanding of the market. The 550ml specification and 2 yuan per bottle are priced close to the people, which cleverly balances quality and cost and directly targets consumer demand. However, there are many challenges in the promotion of new products. Strong competitors such as Wahaha and Yibao have firmly established their market positions and have high brand loyalty. Recently, the news that Yibao is preparing to go public indicates that the market competition is heating up, posing more pressure on Nongfu Spring.

In the face of fierce competition, Nongfu Spring needs to take a multi-pronged approach to ensure the success of the "little green bottle". The top priority is to stick to the product quality, continue the brand reputation, and ensure the purity of water quality. At the same time, strengthen the brand perception and marketing strategies, enhance public awareness and goodwill, and use preferential activities and value-added services to attract more consumers. In addition, continue to develop and innovate, and introduce new ones to meet the diverse needs of the market and maintain competitiveness. Nongfu Spring green bottle of purified water is selling well.

In short, the launch of Nongfu Spring’s "small green bottle" is not only an expansion of the product line, but also a deliberate response to the market. In a complex and changing competitive environment, Nongfu Spring must maintain market sensitivity and adjust its strategy flexibly to maintain and expand its influence in the pure water market.

The consumption concept of new energy vehicles is quietly changing. According to the newly released report "2023 China New Energy Vehicle Consumption Insights", people expect more freshness and technology from networking. It can be said that the level of intelligence is gradually becoming the core competitiveness.

Starting from this trend, QJE M9 is obviously leading the new trend of technology in the field of new energy vehicles. With layers of mystery being unveiled, many technological attributes and characteristics of QJE M9 continue to be well known by the industry and consumers.

In recent days, the two major black technology patent images of the Q & J M9 have been released, including the sound-painting AI complex (conjecture name) and the retractable triple screen (conjecture name). At the same time, more new information has been exposed about the black technology of Huawei’s megapixel smart headlights. Under Huawei’s deep empowerment, Q & J M9 takes these three black technologies as the pioneer, which not only realizes the revolutionary advancement of the car owner’s experience, but also makes it difficult for other car companies to catch up with it by far.

Huawei is deeply empowered! Three black technologies show advantageous characteristics

As the official launch date approaches, the revelations about the Q & J M9 continue to increase and quickly become a hot topic. For example, some time ago, the measured video of Huawei’s smart headlights on the Q & J M9 was swiped on major platforms. Recently, Q & J’s three major black technologies have once again become a hot topic.

Huawei’s megapixel smart headlights, which have been well-known by people, have once again shown their multiple characteristics. The unique advantage of Huawei’s megapixel smart headlights is the blessing of high-pixel modules + precise control algorithms, which not only takes into account lighting safety, but also brings multiple interests. In short, whether it is safety auxiliary features, pedestrian interaction, entertainment atmosphere scenes, etc., Huawei’s megapixel smart headlights can easily bring practical value to each scene.

The sound painting AI complex is also a "must" in the black technology matrix of the world. From the patent diagram, the sound painting AI complex integrates light and shadow aesthetics, acoustic technology and AI wisdom, and is expected to achieve the symbiosis of "sound, painting and wisdom". For example, in terms of "sound", passengers at all locations can experience the shocking auditory enjoyment brought by HUAWEI SOUND 2.0.

In terms of "painting", the reflection is gorgeous under the catalysis of crystal and electric light sources, creating a smart, bright and beautiful visual feast; in terms of "wisdom", Xiaoyi’s smart assistant jumps out of the screen for the first time, turning into a digital virtual "housekeeper" who knows you understand you. The trinity of "sound, painting, and wisdom" makes the sound-painting AI complex the core of the cockpit.

The retractable triple screen is the focus of this exposure. It is reported that this new patent can make the central control screen appear vertically retractable. You know, the triple screen is the mainstream of the moment. It is foreseeable that the display effect of the retractable triple screen will far exceed the same level. More importantly, the retractable triple screen should be able to realize multiple functions such as multi-screen interaction and multi-screen simultaneous display, so that the intelligent, convenient and smooth cockpit interaction experience can be truly realized.

It is not difficult to find that the three major black technologies exposed this time all show their own advantages. The cornerstone and source of these advantages come from Huawei’s deep empowerment. Huawei’s technical accumulation and deep accumulation have truly transformed into valuable black technologies and applied them to the M9.

For example, Huawei’s megapixel smart headlights have benefited from Huawei’s more than 30 years of deep cultivation and continuous progress in the field of optical communications. Today, Huawei has deployed a large number of optical patents and standards in this field. Based on the accumulation of technologies in space optics, laser light sources, optical algorithms, optical perception, etc., Huawei has integrated optical technology with the automotive industry with innovative thinking, resulting in Huawei’s megapixel smart headlights.

Huawei’s bottomless accumulation is far more than that. If we sum it up briefly, it is that Huawei has both the autonomous controllable capabilities of the three operating systems of HarmonyOS, AOS, and VOS, and has also created the "smart ceiling" capabilities in the four fields of intelligent cockpit, intelligent driving, intelligent vehicle control, and intelligent networking! It can be seen that Huawei is already in a leading position in the technical field of new energy vehicles.

Far ahead! Experience revolutionary advancements,same levelHard to catch up

"2023 China New Energy Vehicle Consumption Insights" also mentioned that new energy automobile manufacturers must target the demand side and improve the intelligent level of models to meet consumers’ consumption preferences. In addition, the competition landscape of the new energy automobile market is also undergoing major changes, and the pattern is increasingly differentiated.

This also means that new energy automakers need to find the key to breaking the game – both resonating with consumer preferences and leaving competitors behind. Obviously, the Qinjie M9 is based on the three major black technologies, and has a far-ahead advantage in both car owner experience and peer comparison.

In terms of car owner experience, Wenjie M9 realizes a revolutionary advancement in experience with three major black technologies. Taking the sound and painting AI complex as an example, it not only realizes "listening and painting", but also "great wisdom". For car owners, the sound and painting AI complex is like a "peerless fairy" who is always by their side and opens up a gorgeous world, making daily use always comfortable, comfortable, and pleasing to the eye. At the same time, compared with other models of the same level, it is possible to truly achieve a more uniform distribution of sound and ensure the consistency of hearing throughout the car. And with the help of HUAWEI SOUND 2.0, Wenjie M9 will also support spatial audio functions. Unlike other models of the same class that can provide panoramic sound and immersion sound solutions, Huawei Spatial Audio provides a complete range of services based on the ecological advantages of content sources, vehicle operating systems, and audio equipment. The software and hardware are deeply tuned to achieve immersion listening effects that can better leverage the advantages of the cockpit.

Huawei’s megapixel smart headlights are able to bring an advanced novel experience – when static, you can project holiday blessings, music, weather, etc., while when dynamic, you can achieve curve light blanket lighting, distance prompt, narrow road width indication, lane change prompt, lane safety guidance, courtesy of pedestrians and many other functions. It can be said that Huawei’s megapixel smart headlights are not only safe enough, but also interesting enough, and full of humanized feelings. Its strength is beyond doubt, and it is difficult for other models to catch up. This is because Huawei’s megapixel smart headlights’ high-pixel module blessing + precise control algorithm are a generation ahead of the industry. At the same time, Huawei’s megapixel smart headlights use the industry’s leading self-developed dual-lamp fusion algorithm, breaking through the industry’s imagination of the use of smart headlights.

The expected experience of the retractable triple screen is in the highly ceremonial joint screen welcome motion graphics, multi-screen and multi-viewing angle of the joint screen cinema, etc. With the characteristics of perfect image quality, extreme silkiness, and intelligent interconnection, it is expected to make the experience truly take a new stage. In addition to the appropriate arrangement of the LCD dashboard, central control large screen and co-pilot entertainment screen, it is also possible to lead the same level in screen size. It is conceivable that the retractable triple screen can realize the coordination between the various screens and solve the problem of fragmentation between the triple screen solutions of other models

Far ahead! With the three major black technologies as the vanguard, the Q Jie M9 has not been listed, but it has already given people surprises, and this is far from over. You know, for the important model of the Q Jie M9, Huawei must have more black technologies mounted on it. For example, HUAWEI AR-HUD, which can present a large frame size display area, and a smart chassis that makes driving more comfortable. This also makes consumers look forward to how wonderful and grand the Q Jie M9 will bring after it is officially launched!

　　On November 16, the 2023 Digital Economy Summit kicked off at Zhengzhou Zhongyuan Longzihu Academic Exchange Center. The conference, with the theme of "New kinetic energy of data elements, new advantages of digital Henan", focused on the development of digital industry clusters, data elements empowering digital transformation of industries, and digital infrastructure building, showcased the latest achievements and major breakthroughs in Henan’s digital economy, and promoted the high-quality development of Henan’s digital economy.

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