Orange heart optimizes the homepage of the new App video number, opens the applet, and the retail e-commerce weekly.

It's time to review this week's e-commerce events with Bang Xiaobai! These things have happened in the field of retail e-commerce in the past week.

# Platform-level dynamics #

1, the video number home page opens the applet mall.

A few days ago, a brand found that more module display functions were added to the homepage of enterprise video number, including WeChat customer service and small programs. This means that in the future, the enterprise video number can directly provide services for users, undertake some official website functions, and make the home page of the video number a new purchase path, so that users can directly enter the applet through the home page of the video number to complete the purchase of goods.

2. Meituan announced the business assistance policy, including measures such as reducing commission and transparent rates.

On March 1 day, Meituan announced that catering businesses, especially small and medium-sized businesses, were facing severe challenges due to frequent outbreaks. Therefore, under the call and guidance of the government, Meituan further launched six assistance measures, hoping to tide over the difficulties with small and medium-sized businesses that were hit by the epidemic.

It is reported that Meituan will help businesses in reducing costs and increasing income. In terms of cost reduction, Meituan's assistance measures include: a. For small and medium-sized businesses in high-risk areas and their districts and counties (the average daily transaction amount of users is reduced by more than 30%), the commission is halved, and each order is capped at 1 yuan; B for small and medium-sized businesses (mainly small and medium-sized businesses) with operational difficulties, the commission will be capped at 5%, and the preferential period will last from March 2022 to the end of February 2022. It is estimated that more than 1 10,000 merchants will benefit; C. Achieve transparent coverage of the national rate in c.2022 C. In terms of income increase, the assistance measures of the US Mission include: a. Providing 65,438+10,000 "take-away butler service" places for small and medium-sized businesses with difficulties free of charge; B. Send cloud printers and food treasures to new merchants in epidemic areas; C hold 100 merchants' forum nationwide to improve service level and solve practical problems.

3.Tik Tok e-commerce: It is planned to train 65,438+000 members to run benchmarking business this year.

According to the data of CBN Business Data Center, Tik Tok E-commerce released its annual target for 2022, which includes: building 100 benchmark businesses with members, helping businesses recruit more than 1000 members every day, with GMV accounting for more than 20%; Support 1000 members to run active businesses, and help businesses recruit more than 100 members every day, with GMV accounting for more than10%; Cultivate 10000 entry-level members and help businesses recruit more than 10 members every day, of which GMV accounts for more than 5%.

4.202 1 year, the self-broadcast GMV of e-commerce brands in A Auto Fast increased by 1073%.

According to the public data of a auto quickless, in 202 1 year, more than 1000 industry wind vane brands settled in a auto quickless e-commerce, with a year-on-year increase of 186%. From the perspective of brand self-broadcasting ecology, in February of 2002 1, compared with June of1,Aauto increased the brand self-broadcasting GMV of e-commerce by 1073%, and the brand self-broadcasting GMV of various vertical industries increased by more than 100%.

Among them, the category of women's wear has increased by more than 80 times, and the category of men's sports has increased by more than 50 times. In 2002 1 year, more than 50 brands achieved an annual GMV breakthrough of1billion, and more than 120 brands achieved an annual GMV breakthrough of 50 million. In addition, the data shows that 202 1, compared with 1, the number of e-commerce brand buyers of A Auto Fast increased by 3 16%, the monthly per capita order amount of brand users increased by 57%, and brand buyers in first, second and third tier cities accounted for nearly 60%.

5. The three major business divisions of Meituan set up central offices with unified functions.

According to LatePost, a few days ago, the three major business divisions of Meituan Optimization, Shopping and Fast Donkey set up unified functional centers, including human resources, finance and public affairs. In terms of human resources, Liu Dongwei, the head of human resources selected by Meituan, is responsible for overall management; Financially, the three divisions set up class committees to take charge; Ren Kui, vice president of Meituan, is in charge of public affairs. It is reported that from June 5438 +2022 10, Kuailu closed its service in six cities, including Shijiazhuang, the first city of this business; At the beginning of the year, Meituan suspended its plan to open a city in Suzhou, reducing the size of the previous warehouse. Meituan Optimization is still a firm investment business of the company, with internal emphasis on "high quality growth" in 2022.

6. Wechat reduces the payment fee for small and micro businesses: support cash withdrawal and reduction of change.

Tenpay announced that from September 2002 1 year1day to September 30, 2024, small and micro businesses that meet the standards will be given preferential payment. For small and micro enterprises and individual industrial and commercial households that meet the classification standards for small and medium-sized enterprises issued by the Ministry of Industry and Information Technology, the payment fees for all payment methods and scenarios on the WeChat payment platform will be discounted by 10% on the basis of the publicity standards in official website. From September, 2002 1 year1day to September, 30, 2024, users of personal receipt codes can participate in fee reduction and profit-making activities, and support the withdrawal of small change to reduce fees.

7.JD。 The acquisition of dada by COM was approved.

A few days ago, JD.COM Group disclosed the progress of investing in Dada: the transaction will be completed before the end of February 2022; Dada will issue a certain amount of Dada common stock to JD.COM Group, and JD.COM Group will take $546 million in cash and some strategic resources as consideration.

Considering the existing equity, JD.COM Group will hold about 52% of Dada's outstanding shares, and it is expected that Dada's financial performance will be included in its consolidated financial statements. Prior to this, in March, 20021,JD.COM Group announced that it planned to subscribe for the newly issued common stock of Dada Group for $800 million.

8.Tik Tok e-commerce has added the "Polaris Plan" for e-commerce professionals.

A few days ago, Tik Tok e-commerce launched the "Polaris Project" for e-commerce professionals. The official rights and interests of Polaris include 10 billion traffic resources, exclusive customized cargo pool, customized cold start growth plan, official many-to-one all-round guidance, key invitations for all-platform activities, professional tools and data diagnosis. The registration conditions for the event are those who have no e-commerce broadcast records at Tik Tok station or have e-commerce broadcast records at Tik Tok station, but have not conducted e-commerce broadcast in the past 12 months or have not conducted effective e-commerce broadcast in the past 6 months.

9, 24-hour continuous broadcast JD.COM virtual person Xiaomei officially "goes to work"

A few days ago, JD.COM launched the beauty virtual anchor "Xiaomei", and now it has made its first live show in the live broadcast rooms of more than 20 beauty brands such as YSL, L 'Oreal, Olay and Kiehl's. Yibang Power learned that the virtual anchor "Xiaomei" can realize 24-hour live broadcast, and at the same time, it can answer questions for consumers in the live broadcast room with relatively professional beauty knowledge and explanation skills.

It is reported that the virtual anchor "Xiaomei" created by JD.COM Beauty Cosmetics is the third generation of "intelligent" analog digital people. The facial features of the virtual anchor are synthesized by a neural network with hundreds of millions of parameters, and the mouth shape can also be accurately driven by sound, which is flexible and smooth. In the process of live broadcast, every frame of "Xiaomei" is generated by AI. In the form of hand-held goods, it is explained by real-life products. The simulation demo is more realistic and can bring consumers a better live broadcast experience.

# New format layout #

1, orange heart optimization announced the "orange shopkeeper" App.

It is reported that an application called "Orange Shopkeeper" was launched in the Android application market a few days ago. Open its main page, and you can see that this is a "one-stop platform for purchasing, selling and transporting goods" that Orange Heart preferred for supermarkets, convenience stores, grocery stores, restaurants, Internet cafes and other formats, involving wine brewing, bread cakes, personal care and cleaning, leisure snacks, daily necessities, grain and oil seasoning, dairy baking and other categories. At present, Henan, Hebei, Yunnan, Fujian, Guangdong and other regions have been launched one after another. It is reported that the orange shopkeeper is also focusing on promoting business from two directions. On the one hand, it is to recruit regional partners by city. Among them, Orange Heart preferably provides support such as platform, operation guidance and resource docking, while regional partners need to undertake functions such as commodity distribution, channel expansion, logistics warehousing and capital investment. Regional enterprises with localized resources, including traditional distributors, will become the expansion targets of orange shopkeepers.

2. The first day of the 38th National Congress of Li Jiaqi promoted the delivery of 2.825 billion yuan.

At 8: 00 on February 27th, the pre-sale of Tmall Queen's Day started, and the live broadcast room in Li Jiaqi was watched by over 70 million people, with sales reaching 2.825 billion yuan, far exceeding the sales of 790 million yuan created by Li Jiaqi and Weiya last year.

It is understood that at 8: 00 on February 27, the first S-level promotion after the opening of the year in 2022-the pre-sale activity of Tmall 38 Queen's Day was officially launched. The pre-sale period of Tmall 38 Queen's Day is from 8: 00 pm on February 27th to 6: 00 pm on March 4th.

Box Horse will be stationed in Nanning, Guangxi this year.

Recently, Box Horse has signed a contract with relevant units in Nanning, Guangxi. As early as two years ago, Box Horse had already made preparations for Guangxi's agricultural product base and supply chain in advance. The person in charge of Box Horse said that it will open two stores in Nanning this year, but did not disclose the specific opening time. According to people close to the project team, although the contract has been signed, it is expected that it will take several months to prepare the store and goods. "It is currently expected to open in August and September."

4. Xinxuan Group signed a contract with Dalian Project to cultivate digital economy talents.

Recently, Xinxuan Group and Dalian Jinpu New District formally signed a contract for cooperation in Beijing. Through this signing, Xinxuan Group will invest and build a vocational school focusing on the cultivation of digital economy talents in Jinpu New District of Dalian, with a total investment of 700 million yuan. It is planned to officially start school in September, and nearly 10,000 digital economy talents will be trained for the society every year.

5. If you are hungry, implement commission reduction for catering businesses in areas with high epidemic.

According to media reports, a few days ago, Hungry announced that it would invest the first batch of 20 million yuan in cash, reducing or exempting all merchants in 87 districts and counties in China that were listed as high-risk epidemic areas in June 5438+0-February this year, and promised that relevant measures would continue after March. Hungry means that businesses in the same region have the same commission reduction measures, no threshold is set, and no additional platform review is needed.

6. Beijing Consumers Association: 202 1, with live broadcast of goods accounting for over 30% of false propaganda.

Recently, Chen Fengxiang, Deputy Secretary-General of Beijing Consumers Association, said at the online press conference of "Public Opinion Report on Consumer Rights Protection of Live Delivery (202 1)" (hereinafter referred to as "Report") that in 20021year, the Beijing Consumers Association hotline 963 15 * * accepted 2026 complaints from live delivery consumers, compared with the previous year. According to the "Report", among the public opinion data of live consumer rights protection involving nine platforms including JD.COM, Tik Tok, Aauto FMCG, Mushroom Street, Xiaohongshu, Taobao, Suning.cn, Weibo and Pinduoduo, Tik Tok has the most public opinion about consumer rights protection, accounting for 37.56%; Followed by Taobao, accounting for 28.38%; Aauto Quicker ranked third, accounting for 10.07%.

7. The US Mission lays out the private field of medical beauty.

A few days ago, the official name of Meituan Medical Beauty Private Domain was announced: "Meituan Beauty Welfare Society", which mainly has two entrances: official poster and Meituan App. At present, Meituan Bian Mei Welfare Association has been deployed in 9 cities, including Beijing, Shanghai, Hangzhou, Guangzhou, Chengdu, Chongqing, Nanjing, Tianjin and Wuhan.

There are five main ways to play Meituan Beauty Welfare Agency, and the specific rules vary from city to city: lottery, group purchase, verification ceremony, answering ceremony and medical beauty science popularization. For local medical beauty institutions, Meituan Beauty Welfare Society is a very good drainage channel.

# New Consumption Watch #

1, the chain coffee brand "seesaw coffee" completed hundreds of millions of A++ rounds of financing.

According to 36Kr, the chain coffee brand "seesaw coffee" has completed hundreds of millions of A++ rounds of financing, led by Black Ant Capital and followed by cornerstone capital. This is a new round of financing after the seesaw received the first investment from Xicha and the additional investment from the old shareholder Hongyi Baifu in July 2002/KLOC-0. This round of funds will be used for the expansion and digital construction of stores nationwide.

2. The sixth self-built factory in Yuan Qi Forest will land in Taicang, Jiangsu, with an estimated annual output value of 2.4 billion.

Recently, Yuan Qi Forest Company signed a strategic cooperation agreement with the People's Government of Taicang City, Jiangsu Province, officially announcing that the sixth self-built intelligent aseptic carbonic acid production line factory in Yuan Qi Forest will land in Taicang, Jiangsu Province. According to reports, Yuan Qisenlin Jiangsu Taicang factory covers an area of 65,438 0.20 mu. It is estimated that six production lines will be planned, and the estimated annual output value will reach 2.4 billion yuan after production.

Since 2020, Yuan Qi Forest has built its own factories in Chuzhou, Zhaoqing, Xianning and Dujiangyan, respectively, corresponding to the five major urban agglomerations in East China, South China, North China, Central China and Southwest China, focusing on the markets of Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Sichuan-Chongqing and Central South China, and initially established a national strategic layout of "super urban agglomeration+self-built factories".

3. The natural skin care brand "Shanchuan" has received millions of angel rounds of financing.

A few days ago, the natural skin care brand "Shanchuan" announced that it had received millions of angel rounds of financing, which was led by Shang Cheng and followed by U Family Foundation Fund. This round of funds will be mainly used for product research and development, production and channel construction. It is reported that the mountains and rivers were founded in 202 1. Mountains and rivers combine Orient Mountain's artistic conception of water life with modern skin care concepts, and use rare plants from China as raw materials for product ingredients. At present, the sales channels of Shanchuan are mainly Tmall flagship store and WeChat applet mall. They will also be sold in a few offline pop-up stores.

4. Mandy opened 200+ stores in 10 cities across the country.

On March 1 day, Manna Coffee announced on the official WeChat account that Manna Coffee has opened 200+ new stores in Shanghai, Beijing, Wuhan, Chengdu, Nanning, Haikou, Shenzhen, Suzhou, Hangzhou, Chongqing and other cities 10. From March 8 to March 1 1, members who bring their own cups can come to the store for free coffee.

5. Zhang Yong stepped down as CEO of Haidilao, and Yang Lijuan took over.

On March 1 day, Haidilao announced the appointment of management personnel, saying that Yang Lijuan, deputy CEO and chief operating officer, was transferred to CEO, and Zhang Yong, chairman of the board of directors and former CEO, will continue to serve as chairman and executive director; Li Yu became the Chief Operating Officer of Haidilao Chinese mainland, and Wang Jinping became the Chief Operating Officer of Hong Kong, Macao and Taiwan and overseas regions. Yang Lijuan will be responsible for supervising the management and strategic development of the Group, and will continue to be responsible for the implementation and promotion of the Woodpecker Program.

6. The beauty retail brand "Huamei" opened the flagship store of lemon tea.

According to relevant media reports, the first flagship store of handmade lemon tea brand "introlemons" launched by Harman Huamei opened in Anfu Road, Shanghai. Previously, "introlemons" has opened stores in Beijing, Xi and Chongqing, and will open stores in Wuhan, Guangzhou and Shenzhen in the future.

7. The trend accessory brand "MYOMY" received nearly 10 million yuan in angel round financing.

It is reported that the trend accessory brand "MYOMY" has recently completed nearly 10 million RMB angel round financing. MYOMY officially entered the trend accessories track in February last year, focusing on cost-effective sunglasses and related glasses accessories. In terms of channels, taking things is the main position. In the first month, the GMV of nearly 200,000 was achieved with zero investment, while the GMV of 202 1 exceeded 30 million.

# Others #

1. Financial report of famous products in fiscal year 2022: the net profit increased by over 1.5 times.

Famous products released unaudited financial reports for the second fiscal quarter of fiscal year 2022 up to 202 1, 12 and 3 1. The financial report shows that the total revenue of famous products in this fiscal year reached 2.77 billion yuan, an increase of 2 1% compared with 202 1 in the same period. Among them, domestic income was 2.05 billion yuan, up 65,438+02% year-on-year; Overseas income was 720 million yuan, a year-on-year increase of 55%. Non-IFRS net profit in this quarter was RMB 2,654,380,000, up by 65,438+0.55% year-on-year. At the same time, the net profit rate of famous products in this quarter was 7.7%, a new high in the past seven quarters since the outbreak of the epidemic.

In terms of stores, the number of global famous products reached 5045 at the end of this season. Among them, the number of domestic stores is 3 168, with a net increase of 133; The number of overseas stores is 1877, with a net increase of 4 1 in this quarter. In terms of e-commerce, the total revenue of high-quality e-commerce and O2O business accounted for nearly 1 1% in this quarter, of which e-commerce business revenue was1.70 billion yuan, O2O revenue was1.30 billion yuan, and O2O revenue increased by 1.30% year-on-year. As of 65438+February 3 1, the number of reserved users of famous premium products in private domain exceeded140,000, and the number of monthly active users of official applets exceeded 7.8 million.

In addition, as a sub-brand hatched under the "X" strategy of the famous brand group, TOP TOY's revenue in this quarter reached 654.38+0.3 billion yuan, an increase of 20% from the previous month. By the end of 65438+February, the number of top toy stores had reached 89, including DreamWorks Store 13 and Wan Chao Jiji Store 76.

2.5438 June +2022 10 online consumption report: tmall JD.COM tiktok e-commerce GMV accounted for 23%.

According to relevant media reports, Guanbai Technology recently released the report "Insight into Online Consumption Data in June 5438 +2022 10". Based on the long-term online consumption data, this paper analyzes the industry trends and brand pattern performance of key consumer goods such as personal care cosmetics, food and beverage, household appliances and new concept racetrack during June 5438 +2022 10. According to the report, in terms of overall performance, the GMV of Tmall JD.COM increased by 10% year-on-year in June 2022, which was slower than that of 5438+0 in the same period in 2026. Driven by consumption during the Spring Festival, the growth of food, beverages, mobile phone numbers, jewelry and gifts was higher than that of the broader market. Tmall JD.COM Tik Tok e-commerce GMV accounted for 23%, up 166% year-on-year, among which clothing GMV has surpassed Tmall JD.COM.

3. Liren Lizhuang 202 1 year revenue was 465,438+55 million yuan, and net profit increased by 20.99%.

The 20021financial report released by Liren Lizhuang shows that the annual operating income is 465,438+55 million yuan, the net profit attributable to the mother is 41100000 yuan, up 20.99% year-on-year, and the net profit attributable to the mother is 363 million yuan, up 17.32% year-on-year. The net profit of returning to the mother has increased by double digits for eight consecutive years, and the gross profit margin has increased to 36.46%.

In addition, in 20021year, the domestic income of Tmall and the international income of Tmall were 3.709 billion yuan and 65.438+64 billion yuan respectively, with changes of -65.438+04.78% and 65.438+0.43% respectively. The total revenue from Tmall platform is 3.873 billion yuan, accounting for 90% of the company's total operating income in the current period. In 20021year, the revenue of other platforms except tmall was 282 million yuan, up 228.38+0% year-on-year.

4. The equity of Best Express120,000 held by Polar Rabbit was frozen.

A few days ago, Hangzhou Baishi Network Technology Co., Ltd. added a piece of information about the freezing of shares. The executor is Extreme Rabbit Express Co., Ltd., with the equity of 654.38+0.2 million yuan. The enforcement court is the Qingpu District People's Court of Shanghai, and the freezing period is from February 23, 2022 to February 22, 2025. In this regard, Extreme Rabbit Express has not responded yet.

5. Parkson's Oriental White will be closed forever.

March 1, Yum! China released its 20021annual report, announcing the termination of the operation of its Chinese fast food brand Dongfang Xiaobai.

According to the annual report, the closure of Dongfang Baibai was mainly affected by the COVID-19 epidemic. According to public comments, the last five places of Dongfang Baidian are Suzhou, Shenzhen, Jinhua and Shanghai, which are mainly distributed in transportation hubs. There are two stores in Shanghai, both of which have closed. All stores are scheduled to close permanently in 2022.