What is the new development trend of the new retail industry in 2022?

-Analysis of the present situation and development prospect of the new retail industry in China. There are still some investment opportunities for the subversion of traditional retail.

New retail requires deep integration of online and offline logistics.

In the new retail, enterprises rely on the Internet and use big data, artificial intelligence and other technical means to upgrade the production, circulation and sales processes of goods, and deeply integrate online services, offline experiences and modern logistics. The new retail is driven by big data, and the retail form is transformed through the development of new technologies and the upgrade of user experience.

The characteristics of new retail operation include channel integration, digital operation, intelligent stores, socialized goods and intelligent goods. In the new retail scene, the multi-channel sales scene is closed, and online and offline integration is realized through digitalization. In the era of big data, stores are intelligent and universal, which improves customers' shopping experience and efficiency. The online shop has a complete range of goods and high efficiency of logistics and distribution.

Traditional retail has a long history, from the initial counter transaction to the later supermarket, it is considered as traditional retail. Shang Chao and department stores are the most important forms of traditional retailing, and their advantages are obvious. In the process of shopping, we can combine experience items such as trying on, tasting and playing, which greatly meets the needs of consumers. However, there are many pain points in its development, including single channel, uneven development of commercial outlets, high cost and insufficient data-driven applications. Industries suitable for new retail include fresh e-commerce, supermarket chains, convenience stores, cross-border e-commerce, maternal and child stores, 3C and so on. Mainly solve the sales channels, introduce traffic, establish communities to further integrate and expand the sales scale.

Explore the subversion of new retail to traditional retail and investment opportunities.

Under the internet environment, the consumption concept, consumption demand and consumption mode with consumption upgrading as the main line have undergone profound changes. The traditional retail business model restricts the sustainable and healthy development of the retail industry to a certain extent. New retail subverts lovers' shops, community stores, supermarkets, convenience stores, shopping centers and department stores.

For traditional mom-and-pop stores and community stores, customers mostly come from surrounding communities, schools and other places. The crowd is relatively fixed, and the homogenization of goods is more serious. Under the impact of new retail, traditional mom-and-pop stores and community stores try to change their business direction, from traditional product management to customer management, to create value for customers and really provide convenience and service for customers. Establish a complete management system and constantly improve every business process, procurement, warehousing, display, inventory management and financial management of the store. Quickly expand the business scope of the store online.

China chain convenience stores have obvious regional characteristics, and the new retail has expanded the brand chain convenience stores to all parts of the country. For shopping centers and department stores, the omni-channel strategy includes opening up the online and offline ecological circle to realize the enjoyment of resources such as goods, marketing, logistics and data. The business model of traditional shopping centers has touched the ceiling, and the simple rent model is unsustainable. Turn the shopping center into a super experience center and a world-class tourist destination, and realize a multi-level mixed income structure.

With the huge market scale of the retail industry and the current consumption upgrade, the traditional retail industry is sluggish, and the growth rate of online shopping retail slows down. Major e-commerce giants and traditional retail brand enterprises have explored new retail and attracted a lot of investment funds. June 5438 +20201October, the logistics supply chain/e-commerce new retail * * * included 26 private financing events, with the total financing exceeding 9 billion yuan. Although there are fewer private financing events than in September, the amount of financing is large.

The unfavorable environment such as macroeconomic slowdown and e-commerce impact is hard to dissipate, and its own difficulties such as regional separatism and joint venture mode still exist, and it is difficult to significantly improve the fundamentals of the retail industry. However, the advantages of retail enterprises in convenience stores and fresh supermarkets are becoming more and more prominent. Offline retailing will actively deploy the retail transformation in internet plus, such as promoting the mobile social e-commerce platform model, improving the incentive mechanism through the reform of state-owned enterprises or injecting high-quality assets, and exploring supply chain services and healthy new consumption growth opportunities, which will become investment opportunities that can be tapped in the future.

For more data, please refer to the "In-depth Research Report on Business Model Innovation and Investment Opportunities in New Retail Industry" issued by Prospective Industry Research Institute.