Reporter: Liu Xuemei Editor: Li Zhuo
|April 1 - April 7, 2024|
#电商新零售
NO.1 State Post Bureau: Gradually realize that users can choose the end delivery method when placing orders for online shopping
According to the State Post Bureau, on April 3, Bian Zuodong, deputy director of the Market Supervision Department of the State Post Bureau, was interviewed by reporters to introduce the implementation of the "Express Market Management Measures" for the whole month. For the next work plan, Bian Zuodong said that the State Post Bureau will continue to work with relevant departments to further promote the strengthening of docking and close cooperation between e-commerce platforms and express delivery companies, and gradually realize that users can choose the end delivery method when placing orders for online shopping in stages. At the same time, guide express delivery enterprises to strengthen and improve operation and management, increase investment and application of science and technology, continuously improve the level of informatization and intelligence, improve the level of service quality, and enhance core competitiveness. In addition, it will also urge the headquarters of express delivery companies to consolidate their main responsibilities, strengthen the construction of terminal performance capabilities, and protect the legitimate rights and interests of users and couriers.
Comments: The State Post Bureau's initiative to promote users to be able to choose the end delivery method when placing orders online reflects the importance of improving consumer service experience. This measure can make consumers feel more personalized service and convenience throughout the shopping process. The phased realization of this vision is not only a challenge to the existing logistics and distribution system, but also a requirement for the upgrading of the service model of express delivery enterprises. Express delivery companies need to increase investment in science and technology and improve the level of informatization and intelligence, which can not only improve distribution efficiency, but also improve user experience and help enterprises establish a more stable customer base. Strengthening the guidance and supervision of express delivery companies to ensure the provision of high-quality services helps protect the rights and interests of consumers, and also promotes the healthy development of the industry.
NO.2 Taobao responds to the test rocket delivery express: many great things initially seem like jokes
On April 1, Taobao responded to the test rocket delivery on its official blog, saying: A lot of great things seem to be a joke at first. Previously, it was reported in the media that domestic commercial rocket companies are working with Taobao to start a pilot project using launch vehicle reusable technology to deliver express delivery. It plans to conduct its first cargo rocket recovery test in the middle of the year and send the first Taobao Aerospace Express. If the project goes well, Taobao will truly achieve "hourly delivery" on a global scale in the future.
Comments: Taobao's response to the news of the test rocket to deliver express shows the innovative consciousness of business model and logistics technology development. While the use of rocket delivery may still be in the proof-of-concept stage from a cost and technical point of view, its potential impact should not be underestimated. If it can be realized in the future, it will completely subvert the traditional logistics and distribution model and achieve extremely fast delivery. However, such technological breakthroughs require a comprehensive consideration of economic benefits, technical implementation, and safety regulations. This shows Taobao's determination to explore and innovate in the field of logistics, and may also be an important step in its layout in the future logistics field.
#物流供应链
NO.1 Yunda was interviewed for express blind boxes, and the company responded: It is waiting for the results of the police investigation
On April 2, the Market Supervision Department of the State Post Bureau interviewed Shanghai Yunda Freight Co., Ltd., the headquarters of Yunda Express, on the issue of illegal handling of user returns by Zhejiang Yiwu Yunda brand express delivery enterprises, and ordered it to strictly implement the unified management responsibility of its service network, quickly rectify the violations, and effectively protect the legitimate rights and interests of users; The reason for this interview is the sale of express blind boxes at express delivery outlets. Regarding this situation, the relevant person in charge of Yunda told Yicai that he was waiting for the results of the police investigation.
Comments: Yunda Express was interviewed for the issue of express blind boxes, revealing the compliance problems that may arise in the increasingly fierce market competition of express delivery companies. For Yunda, this is not just a violation involving a single outlet, but a big problem that touches the entire brand and service quality. This incident reflects the risk point of the express company under the franchise management model, that is, the brand reputation may be damaged due to insufficient control of the franchise outlets. Therefore, the headquarters of Yunda Express must take active measures to strengthen the unified management and standardization of subordinate outlets to ensure the compliant operation of all service networks. In addition, cooperating with the investigation and handling also reflects the attitude of the enterprise towards the problem, whether it can quickly and effectively rectify the problem and prevent similar incidents, will directly affect the future market position and competitiveness of the enterprise.
#生活服务
NO.1 The U.S. Senate will revise the TikTok stripping bill, and multiple options have been exposed
On April 1, the Observer reported that the U.S. Senate plans to revise the TikTok divestment proposal recently passed in the House of Representatives. Currently, several options are on the table. As TikTok is expected to challenge any new law in court, senators want to tweak the wording of the stripping bill to make it more difficult to overturn. Some have suggested extending the time that ByteDance must divest TikTok's U.S. operations because the deal could be challenged, or expanding the scope of the bill to address other social media issues. However, some lawmakers who support the crackdown on TikTok fear that the overly broad changes could seriously delay efforts to force TikTok to sell or even undermine it entirely.
Comments: The U.S. Senate's amendments to the TikTok divestiture bill show that the United States is highly concerned about data security and national security. As a short video platform owned by China's ByteDance, TikTok has amassed a huge overseas user base, especially in the U.S. market. The U.S. government's regulation and demand for divestiture reflects the intensifying competition between China and the United States at the frontier of technology. The divestiture could have a significant impact on TikTok's global strategic footprint, but it also provides a lesson for other Chinese tech companies to expand overseas. The move could also exacerbate frictions between China and the United States in the field of science and technology, further affecting the trade and investment environment between China and the United States.
NO.2 Which one is "strong" in the traffic violation of Shanghai's express delivery industry? Meituan is the first, and Ele.me is the second
On April 7, the Shanghai traffic police released the "Traffic Violations and Traffic Accidents in the Express Delivery Industry in the City from March 25 to March 31, 2024!", in terms of the total number of traffic violations, Meituan continued to "dominate the list", followed by Ele.me, and the total number of traffic violations in a week exceeded 6,000 for both companies. Express delivery companies such as Flash Delivery, SF City, Xiaoxiang Supermarket, Hema, Dada and Zhongtong also ranked among the top 10 in terms of the total number of violations. The reporter flipped through the data released in the past 9 months and found that on the list of traffic violations, Meituan "dominates the list", followed by Ele.me, the number of violations by the two companies is far ahead, and the number of traffic violations within 7 days is usually 6000-7000, while the number of violations in the next place, SF City and Hema are usually in the triple digits, and DHL, Haidilao and Yousu can often maintain zero violations within 7 days.
Comments: The problem of traffic violations in Shanghai's express delivery industry highlights the shortcomings of this industry in its daily operations. Judging from the reports, Meituan and Ele.me, as market leaders, have a high number of traffic violations by their delivery personnel, which not only affects the company's image, but also poses a hidden danger to social traffic safety. In contrast, companies such as DHL, Haidilao and Yousu are able to maintain a low non-compliance rate, indicating that they may have more effective management systems in terms of regulating operations. Companies in the express delivery industry should fundamentally strengthen the traffic safety education and training of distribution personnel, improve the performance appraisal system, and shoulder corporate social responsibility. At the same time, considering the correlation between traffic violations and delivery time pressure, enterprises should also reasonably plan delivery routes and time limits to reduce unreasonable pressure on delivery personnel.
NO.3 JD Health will start drug research and development? Response: It is not in the business layout, and it will not be invested in the future
Recently, JD Health launched a questionnaire on the consumption of drugs and health products. Because the questionnaire questions involve new drug research and development, clinical trials, patient recruitment, etc., it has triggered speculation about JD Health's drug research and development. On April 7, the relevant person in charge of JD Health responded to The Paper that drug research and development is not currently in the business layout and will not devote itself to this field in the future. JD Health has always insisted on creating value for pharmaceutical partners in terms of retail channel construction, pharmaceutical digital marketing, and medical service model innovation, and through cooperation, we can provide consumers with high-quality pharmaceutical and health products and services that are inclusive and accessible. This user survey is due to the upgrade of platform services, JD Health has launched a "free replacement after expiration" service for drugs and health products, aiming to further improve the user's healthy consumption experience. JD Health said that it hopes to improve users' awareness of drug safety and food safety through the launch of the "free replacement after expiration" service.
Comments: JD Health announced that it will not enter the field of drug research and development. This statement shows JD Health's clear and strategic focus on its business positioning. From the perspective of e-commerce platforms, the drug R&D cycle is long, the input cost is high, and the risk is high, which is not in line with JD Health's business model as an online pharmaceutical retail platform. JD Health's focus on pharmaceutical digital marketing and service model innovation indicates that the company intends to further leverage its existing technology and customer base to develop businesses that are more in line with e-commerce attributes. For example, the "free exchange after expiration" service mentioned by it is a service model that aims to improve user experience and increase user stickiness, which is in line with its core business as an e-commerce platform and helps to enhance competitiveness.
NO.4 KFC's independent coffee brand "Kenyue Coffee" opened its 100th store
On April 1, KFC's independent coffee shop "KCOFFEE" announced the opening of its 100th store, with a coffee limit of 9.9 yuan a cup from March 29 to April 7. It is understood that Kenyue Coffee has settled in 22 provinces and municipalities directly under the central government across the country, with a total of more than 80 places, and the main stores are concentrated in second- and third-tier cities in Anhui, Zhejiang, Henan, Hubei, Jiangxi, Liaoning, Shandong and other provinces.
Comments: The news of the opening of the 100th store of KFC's independent coffee brand "Kenyue Coffee" shows that the catering giants are gradually attaching importance to the coffee market and strengthening their multi-brand business strategy. The coffee market in China has always had high growth potential, and the major coffee chain brands led by Starbucks and Luckin Coffee have occupied a considerable market share in the fierce competition in the market. KFC's expansion of the coffee market by relying on its own catering outlets and brand effect is not only an attempt to monetize traffic, but also a response to the diversified needs of current consumers. This will help KFC enhance its competitiveness across categories, while also better attracting and retaining consumers.
#创新创投
NO.1 Alibaba Cloud implements AI to write code, and 20% of the code in the future will be written by Tongyi Lingcode
On April 2, it was reported that Alibaba Cloud is implementing AI programming internally, using Tongyi spiritual code to assist programmers in writing code, reading code, checking bugs, optimizing code, etc. Alibaba Cloud also assigned an employee number AI001 to Tongyi Lingma, and Alibaba Cloud related people also said that the company's next 20% of the code will be written by Tongyi Lingcode.
Comments: Alibaba Cloud's introduction of the AI programming tool "Tongyi Lingcode" is a manifestation of the industry's technological progress, which means that programming efficiency and software development processes may face major reforms. Tongyi Lingcode can take on 20% of the code writing work, which shows the potential of AI technology in the code production process. However, it should be noted that in practical applications, there may be adjustments to the work content and roles of programmers, as well as challenges in managing code quality and security. In the long run, if the assistant programming tools work well with human developers, it will undoubtedly improve the quality and speed of software development, which will help Alibaba Cloud continue to remain competitive in the cloud computing and AI services market.
NO.2 Wang Xing's internal email: Wang Huiwen will be part of the time as a Meituan consultant
On April 2, Meituan CEO Wang Xing released an internal email, saying that Wang Huiwen is gradually recovering and will be a Meituan consultant for part of the time. In June last year, Wang Huiwen, who was starting a business, was hospitalized due to illness, and the company he founded was also acquired by Meituan Light Year. Insiders revealed that after nearly a year of treatment, Wang Huiwen's recent state is relatively stable, but he has not fully recovered. According to the doctor's advice, short-term resumption of some regular, low-stress work is conducive to recovery. Therefore, I chose the way of consultant and participated in the work part of the time. Wang Xing said in an email, "Lao Wang will support me and everyone with his experience and wisdom in the company's strategy, culture and talent echelon construction, as well as scientific and technological innovation and new business exploration." "Welcome Lao Wang to continue to fight side by side with us", at the end of the email, Wang Xing said, "I wish Lao Wang a speedy and complete recovery!"
Comments: As a partner and key executive of Meituan, Wang Huiwen's health status and return to the company will undoubtedly have an important impact on the company. Wang's choice to join Meituan as an advisor may provide valuable support on the company's strategic and cultural levels, but it also reflects the fact that he may not be able to fully devote himself to the day-to-day operations of the company as he has in the past. As a new consumer platform, Meituan needs to constantly innovate and adjust strategically, and Wang's rich experience and insight can help the company respond to external challenges and market changes, and support Meituan to stay ahead of the fierce market competition. However, the company's management and operations teams need to be prepared to accept and adapt to the indirect influences and guidance he provides in his advisory role.
NO.3 JD Cloud Live Room "Hard" Alibaba Cloud: Real-time price comparison, up to 15% lower
On April 1, it was reported that at 7 p.m. on March 31, Lao Luo sold Alibaba Cloud live for the first time. At the same time, the JD Cloud live broadcast room will conduct real-time price comparison for the Alibaba Cloud products brought by Lao Luo, and the price will be lower on the basis of the price of Alibaba Cloud products, up to 15% lower. In addition, users who place an order for price comparison products in the live broadcast room can renew the price in the live broadcast room for another 3 years.
Comments: JD Cloud compares the prices of Alibaba Cloud products in real time in the live broadcast room and provides services with more favorable prices, which is a market strategy for the competition in the cloud computing market. This practice can attract the attention of users in the short term and may prompt some consumers to switch to JD Cloud. The strategy of real-time price comparison can intuitively show JD Cloud's advantages in price, but in the long run, the competition of cloud services depends more on factors such as service quality, stability, security and technological innovation. Therefore, from the perspective of long-term development, JD Cloud should pay more attention to enhancing its core competitiveness and consolidating its market position through technological innovation and service optimization.
National Business Daily
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