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ddhjnh
2021-08-06
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2021-07-12
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@巨潮WAVE:每日優鮮，一些被忽視的變革
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| 董二千編輯 | 楊旭然出品 | tide-biz一個不是歷史的歷史事件：1945年8月，美軍在日本廣島投下了第一顆原子彈，宣告了人類正式進入核時代。之所以說它不僅是一個歷史事件，在於核武器的威力至今仍在延續：過去79餘年的軍事戰爭中，人類再未曾使用過核武器，但所有人都能清晰感知到它的存在以及威懾力。正如核武器的出現深刻地改變了人類的歷史一樣，數字化時代的到來也使得商業世界經歷着本質的變革，所有人都會感知它，所有對手都在懼怕它。Airbnb和Uber的出現是一條分水嶺，標誌着數字化的商業模式開始實實在在地影響實體行業。在此之後，實體行業數字化的歷程顯著加快。2018年9月，騰訊宣佈第三次組織架構調整，新成立了雲和智慧產業事業羣，並將戰略全面轉向“產業互聯網”，這成爲了中國產業數字化的標誌性起點事件。諸多實體行業中，生鮮農產品是最艱難的一仗。分散的上游供給與下游需求、冗長的流通鏈條、不完備的冷鏈基礎設施等等，都是生鮮規模化道路上不小的阻礙。不過，仍有諸多玩家致力於解決這些問題，每日優鮮是其中最願意進行投入的企業之一。2014年，每日優鮮創立，試圖用前置倉模式破局生鮮電商的最後一公里難題。近日，每日優鮮作爲社區零售數字化第一股，正式登陸了納斯達克。在IPO現場，徐正感嘆道：“7年時間，大家苦過、累過，但從沒有懷疑過、退縮過，一羣平凡人就這樣幹成了社區零售領域裏的非凡事。”在這7年間，生鮮行業從來不是一帆風順，易果生鮮、呆蘿蔔、吉及鮮等一大批玩家紛紛倒閉。但即便是上市了，每日優鮮也仍需要面對來自投資者、公衆的質疑：別人倒閉破產，憑什麼每日優鮮繼續活下去？上市以後的每日優鮮，要如何對抗巨頭競爭，如何從破發的陰影中走出？這是經歷風波之後，很多投資者都在關心的問題。01 零售生意無妙手 零售生意從來沒有那些奇淫技巧，歸根結底比拼的還是基本功","listText":"文 | 董二千編輯 | 楊旭然出品 | tide-biz一個不是歷史的歷史事件：1945年8月，美軍在日本廣島投下了第一顆原子彈，宣告了人類正式進入核時代。之所以說它不僅是一個歷史事件，在於核武器的威力至今仍在延續：過去79餘年的軍事戰爭中，人類再未曾使用過核武器，但所有人都能清晰感知到它的存在以及威懾力。正如核武器的出現深刻地改變了人類的歷史一樣，數字化時代的到來也使得商業世界經歷着本質的變革，所有人都會感知它，所有對手都在懼怕它。Airbnb和Uber的出現是一條分水嶺，標誌着數字化的商業模式開始實實在在地影響實體行業。在此之後，實體行業數字化的歷程顯著加快。2018年9月，騰訊宣佈第三次組織架構調整，新成立了雲和智慧產業事業羣，並將戰略全面轉向“產業互聯網”，這成爲了中國產業數字化的標誌性起點事件。諸多實體行業中，生鮮農產品是最艱難的一仗。分散的上游供給與下游需求、冗長的流通鏈條、不完備的冷鏈基礎設施等等，都是生鮮規模化道路上不小的阻礙。不過，仍有諸多玩家致力於解決這些問題，每日優鮮是其中最願意進行投入的企業之一。2014年，每日優鮮創立，試圖用前置倉模式破局生鮮電商的最後一公里難題。近日，每日優鮮作爲社區零售數字化第一股，正式登陸了納斯達克。在IPO現場，徐正感嘆道：“7年時間，大家苦過、累過，但從沒有懷疑過、退縮過，一羣平凡人就這樣幹成了社區零售領域裏的非凡事。”在這7年間，生鮮行業從來不是一帆風順，易果生鮮、呆蘿蔔、吉及鮮等一大批玩家紛紛倒閉。但即便是上市了，每日優鮮也仍需要面對來自投資者、公衆的質疑：別人倒閉破產，憑什麼每日優鮮繼續活下去？上市以後的每日優鮮，要如何對抗巨頭競爭，如何從破發的陰影中走出？這是經歷風波之後，很多投資者都在關心的問題。01 零售生意無妙手 零售生意從來沒有那些奇淫技巧，歸根結底比拼的還是基本功","text":"文 | 董二千編輯 | 楊旭然出品 | 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| 董二千編輯 | 楊旭然出品 | tide-biz一個不是歷史的歷史事件：1945年8月，美軍在日本廣島投下了第一顆原子彈，宣告了人類正式進入核時代。之所以說它不僅是一個歷史事件，在於核武器的威力至今仍在延續：過去79餘年的軍事戰爭中，人類再未曾使用過核武器，但所有人都能清晰感知到它的存在以及威懾力。正如核武器的出現深刻地改變了人類的歷史一樣，數字化時代的到來也使得商業世界經歷着本質的變革，所有人都會感知它，所有對手都在懼怕它。Airbnb和Uber的出現是一條分水嶺，標誌着數字化的商業模式開始實實在在地影響實體行業。在此之後，實體行業數字化的歷程顯著加快。2018年9月，騰訊宣佈第三次組織架構調整，新成立了雲和智慧產業事業羣，並將戰略全面轉向“產業互聯網”，這成爲了中國產業數字化的標誌性起點事件。諸多實體行業中，生鮮農產品是最艱難的一仗。分散的上游供給與下游需求、冗長的流通鏈條、不完備的冷鏈基礎設施等等，都是生鮮規模化道路上不小的阻礙。不過，仍有諸多玩家致力於解決這些問題，每日優鮮是其中最願意進行投入的企業之一。2014年，每日優鮮創立，試圖用前置倉模式破局生鮮電商的最後一公里難題。近日，每日優鮮作爲社區零售數字化第一股，正式登陸了納斯達克。在IPO現場，徐正感嘆道：“7年時間，大家苦過、累過，但從沒有懷疑過、退縮過，一羣平凡人就這樣幹成了社區零售領域裏的非凡事。”在這7年間，生鮮行業從來不是一帆風順，易果生鮮、呆蘿蔔、吉及鮮等一大批玩家紛紛倒閉。但即便是上市了，每日優鮮也仍需要面對來自投資者、公衆的質疑：別人倒閉破產，憑什麼每日優鮮繼續活下去？上市以後的每日優鮮，要如何對抗巨頭競爭，如何從破發的陰影中走出？這是經歷風波之後，很多投資者都在關心的問題。01 零售生意無妙手 零售生意從來沒有那些奇淫技巧，歸根結底比拼的還是基本功","listText":"文 | 董二千編輯 | 楊旭然出品 | tide-biz一個不是歷史的歷史事件：1945年8月，美軍在日本廣島投下了第一顆原子彈，宣告了人類正式進入核時代。之所以說它不僅是一個歷史事件，在於核武器的威力至今仍在延續：過去79餘年的軍事戰爭中，人類再未曾使用過核武器，但所有人都能清晰感知到它的存在以及威懾力。正如核武器的出現深刻地改變了人類的歷史一樣，數字化時代的到來也使得商業世界經歷着本質的變革，所有人都會感知它，所有對手都在懼怕它。Airbnb和Uber的出現是一條分水嶺，標誌着數字化的商業模式開始實實在在地影響實體行業。在此之後，實體行業數字化的歷程顯著加快。2018年9月，騰訊宣佈第三次組織架構調整，新成立了雲和智慧產業事業羣，並將戰略全面轉向“產業互聯網”，這成爲了中國產業數字化的標誌性起點事件。諸多實體行業中，生鮮農產品是最艱難的一仗。分散的上游供給與下游需求、冗長的流通鏈條、不完備的冷鏈基礎設施等等，都是生鮮規模化道路上不小的阻礙。不過，仍有諸多玩家致力於解決這些問題，每日優鮮是其中最願意進行投入的企業之一。2014年，每日優鮮創立，試圖用前置倉模式破局生鮮電商的最後一公里難題。近日，每日優鮮作爲社區零售數字化第一股，正式登陸了納斯達克。在IPO現場，徐正感嘆道：“7年時間，大家苦過、累過，但從沒有懷疑過、退縮過，一羣平凡人就這樣幹成了社區零售領域裏的非凡事。”在這7年間，生鮮行業從來不是一帆風順，易果生鮮、呆蘿蔔、吉及鮮等一大批玩家紛紛倒閉。但即便是上市了，每日優鮮也仍需要面對來自投資者、公衆的質疑：別人倒閉破產，憑什麼每日優鮮繼續活下去？上市以後的每日優鮮，要如何對抗巨頭競爭，如何從破發的陰影中走出？這是經歷風波之後，很多投資者都在關心的問題。01 零售生意無妙手 零售生意從來沒有那些奇淫技巧，歸根結底比拼的還是基本功","text":"文 | 董二千編輯 | 楊旭然出品 | tide-biz一個不是歷史的歷史事件：1945年8月，美軍在日本廣島投下了第一顆原子彈，宣告了人類正式進入核時代。之所以說它不僅是一個歷史事件，在於核武器的威力至今仍在延續：過去79餘年的軍事戰爭中，人類再未曾使用過核武器，但所有人都能清晰感知到它的存在以及威懾力。正如核武器的出現深刻地改變了人類的歷史一樣，數字化時代的到來也使得商業世界經歷着本質的變革，所有人都會感知它，所有對手都在懼怕它。Airbnb和Uber的出現是一條分水嶺，標誌着數字化的商業模式開始實實在在地影響實體行業。在此之後，實體行業數字化的歷程顯著加快。2018年9月，騰訊宣佈第三次組織架構調整，新成立了雲和智慧產業事業羣，並將戰略全面轉向“產業互聯網”，這成爲了中國產業數字化的標誌性起點事件。諸多實體行業中，生鮮農產品是最艱難的一仗。分散的上游供給與下游需求、冗長的流通鏈條、不完備的冷鏈基礎設施等等，都是生鮮規模化道路上不小的阻礙。不過，仍有諸多玩家致力於解決這些問題，每日優鮮是其中最願意進行投入的企業之一。2014年，每日優鮮創立，試圖用前置倉模式破局生鮮電商的最後一公里難題。近日，每日優鮮作爲社區零售數字化第一股，正式登陸了納斯達克。在IPO現場，徐正感嘆道：“7年時間，大家苦過、累過，但從沒有懷疑過、退縮過，一羣平凡人就這樣幹成了社區零售領域裏的非凡事。”在這7年間，生鮮行業從來不是一帆風順，易果生鮮、呆蘿蔔、吉及鮮等一大批玩家紛紛倒閉。但即便是上市了，每日優鮮也仍需要面對來自投資者、公衆的質疑：別人倒閉破產，憑什麼每日優鮮繼續活下去？上市以後的每日優鮮，要如何對抗巨頭競爭，如何從破發的陰影中走出？這是經歷風波之後，很多投資者都在關心的問題。01 零售生意無妙手 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