Members attending guests, good afternoon, I am clear weaknesses in the capital stone sharpening. Clean before I was in the company of capital merchant is responsible for strategic investments work.
Today's upgrade of the topics to share in the consumer context, clear stream of new opportunities where? this figure and I believe that listed companies are very familiar, because it actually represents the first wave of e-commerce giant. In my opinion, the first wave of the main theme is the back-end efficiency of. Both Taobao's model, upgrading efficiency for traditional commercial real estate, whether it is East of Beijing on the traditional retail with extreme efficiency improvement of fine, this is more from the back-end level transformation of this industry. When the back-end after raising, awareness is lower prices to users on the front end, as well as improvement of convenience and experience.
These giants already existed when new opportunities where? I'll simply share our investment philosophy, first, is to proceed from the needs of users. What has changed under the new user scenarios, what space is not filled, what are the new type of consumer demand? second, the nature of business is retail, so pay attention to what's new in the retail supply chain opportunities, besides, logistics and distribution as well as a new opportunity. There is see if we can build a sufficiently high threshold for a long time. According to the three dimensions we can see new opportunities, first of all, everyone's under the new wave of consumer time is precious, we will more and more lazy, we are also willing to pay a premium for convenience, so that lazy people in the context of economic opportunity. Blue one-hour delivery-based demand more and more. Before electrical contractor is a target consumer, I want to buy a 3C electric appliances, I'm going to buy the book, but in the case of temporary, I would like to have a cup of coffee in the East of Beijing is difficult to meet. Under the new scenario, some companies can meet the needs of one-hour timeliness, such as we are loved fresh bee, development is very fast.
On the back end, we all know that Taobao logistics distribution system in General, Jingdong-day system, is behind much of the delivery personnel. Love fresh bee is a new form of distribution of the Organization, it's more a good fuqilaopodian, such a service module to complete the last mile delivery. Logistics distribution system equivalent to the original new creates a new set of patterns. This is the standard we have just said, are you new to create a new threshold, creating a whole set of new solutions, which is not the traditional giant it is easily moved.
Second, is what we call the quality of spending. Taobao before represents the format more price is at the core of a driven dimension, including Taobao search, and the recommended enterprise, are essentially explosions of an experience. But after increasing people's income level, we will find you quality merchandise, branded goods, certain details to the extreme aspects of the commodity have higher requirements, this wave of bonuses but also created a lot of enterprises represented by Haitao. Haitao is a very obvious example, because we like the product, probably in the traditional distribution channels and cannot find, more are coming from overseas. How to obtain these, in fact, is also a threshold. How to acquire overseas brands on the one hand, and the second at sea, scouring the chain involves complex logistics, customs clearance, delivery processes. So we can see with Higo, little red books of companies represented, they all came from Amoy sea background come and go, and from different areas, such as clothing, like some luxury of this market.
Third, we see opportunities, in fact, gives people opportunity, electrical contractor before this market is more of a category grouping, each space is divided into a plate of a category. But we found that, in fact, more importantly each perpendicular to the crowd behind. To cite an example, we have a large size enterprise, vertical for this crowd, Taobao is to satisfy his process from 0 to 1, from scratch, but did not give him some good service. Because all of these positions of service aimed at the needs of people. Demand for this type of vertical group meeting. At the same time we also have to look at supply chain and operations on the threshold. To big code crowd for cases, we see all of beautiful said in models of styling, basically are is to Bai Fu beauty mainly of, but in for such of vertical of crowd, actually contrary, is these micro-fat territories of meimei into rate highest, so on such of people how after fine of management, eventually also is cut to supply chain link, is such of a vertical class electric business platform by need consider of problem. Caesar s to Caesar service O2O
So this is what we observed in three directions, as consumer upgrade brings a new opportunity for business. Thank you very much.
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