Yanzi Valley of Jingcheng

Chapter 196 Cannot be copied

After hearing Xiao Jie's conclusion, Guan Sha frowned, "I don't understand. Before the real estate investment consultation, you said that the market is shrinking, and it is becoming more and more difficult for everyone to find a house with high investment cost performance, so the road will be more and more difficult. narrow, but the demand in the rental market is definitely rigid, and this rigid demand is getting bigger and bigger. What the country is planning now is the core city circle, which is to continue to expand outwards with a few big cities as the core. In the future, it will definitely attract more Many young people go to big cities to work hard, and these people need to rent houses..."

"That's right." Xiao Jie said, "The rigid demand is huge, but it doesn't mean you can do this huge rigid demand business."

"Why can't I do it?" Guan Sha simply stopped. At this time, they had already walked out of Qingyang Bay Park, and there was a bus stop not far away.

"I know the competition is fierce and business is difficult, but I just want to do this. I think it makes sense. Don't you think it makes sense? I'm solving problems for the people around me. Why are you always so pessimistic? Me? It seems that you don’t think I can do anything.”

"Have you forgotten what I told Shen Li before?" Xiao Jie reminded.

"I remember, you said don't earn money that is too hard!" Guan Sha had let go of Xiao Jie at this time, "But hard money doesn't mean you don't make money, as long as you operate according to your duty, don't engage in the kind of high rent and low rent. , Long-term income and short-payment, honestly doing serious business like a developed country, this business can go on, and this..."

"Not this sentence." Xiao Jie interrupted Guan Sha.

"Ah?" Guan Sha didn't respond.

"I said it's not hard money. Do you remember the normal distribution and power law distribution I mentioned to Shen Li at that time?" Xiao Jie said.

Guan Sha blinked her eyes twice, "I remember, but isn't that talking about personal income? What salary is a normal distribution, and self-media is a power-law distribution."

"Well, this conclusion can actually be applied to the industry."

Although Xiao Jie was wearing a mask, Guan Sha could tell from his eyes that this man was neither arrogant nor impetuous at the moment, and there seemed to be a smile on the corner of his mouth.

Xiao Jie told Guan Sha that industries with power-law distribution are those industries with highly concentrated markets, where big capital and giants can make a lot of money, such as Douyin, e-commerce and WeChat, and of course, finance, energy and home appliances, etc. .

"Once an industry that conforms to the power law distribution is established, one or two companies can make [-] to [-]% of the money in the market, but the normal distribution industry cannot."

At this moment, a red and white bus stopped slowly. Xiao Jie watched the people waiting for the bus get on the bus one after another. Friends in the investment circle have discussed the business of long-term rental apartments. Many people want to do it, and many people are actually doing it. But until I entered Jinquan, and until the long-term rental apartment was crazily touted by various capitals, I still didn’t want to do it. Look good."

"Don't you regret it? Look at the top companies are all listed." Guan Sha asked.

"I don't regret it, because even if time goes back, I still won't invest." Xiao Jie said, "The capital chain of this business is too tight, and if there is a slight turbulence, it will lose everything, not to mention the epidemic situation now. It was probably the straw that broke the camel's back."

"Not necessarily." Guan Sha retorted, "The capital chain is tight because these companies are expanding too fast, such as Dandan, which was created to expand and acquire housing at high prices."

"It's not just a question of the capital chain." Xiao Jie's expression became serious. "Long-term rental apartments are actually the same as the catering industry. They are not a power-law distribution industry. Capital is destined to be unable to dominate the rivers and lakes. Look at the so-called giant companies in developed countries. For example, in the United States, the combined market share of the top 50 long-term rental apartment brands in the United States is less than 10%. Obviously, in a mature economy, the long-term rental apartment industry ultimately obeys a normal distribution.”

Xiao Jie also gave Guan Sha an example, this example is the catering industry, because the catering industry also obeys the normal distribution, and the normal distribution market is relatively discrete, even if the top two players will not have a high market share , so all participants in the industry can make money.

"Food and beverage are actually the same as long-term rental apartments, and there are also geographical barriers and barriers to diversification." Xiao Jie said, "Most people ask for fresh food when they go to restaurants, and the radius of the business district has actually been delineated. This is the space barrier. The tastes of people in different parts of the country vary greatly. Northerners like to eat noodles, while southerners like to eat noodles. The eight major cuisines have their own advantages and disadvantages, and it is difficult to unify them. Maybe one of them is hot pot, so Haidilao can grow bigger. But do you know how much Haidilao’s domestic market share is?”

"How much?" Guan Sha asked hurriedly.

"Guess what?" Xiao Jie played tricks.

Guan Sha tilted her head and thought for a while, "10%? 5%?"

"Less than 1%."

"what?!"

Xiao Jie's answer was completely beyond Guan Sha's expectations. Haidilao is so famous, but it doesn't even have a 1% market share?
Guan Sha settled down and thought about it carefully. It was indeed the case. She thought about how many times she had been to Haidilao in a year?About twice a year, and not once in some years, after all, there are too many hot pot restaurants, and there are too many other delicious foods besides hot pot.

Xiao Jie continued, "Not only catering and long-term rental apartments, but also many other industries because of barriers and objective conditions, the capital cannot be unified, such as textiles and clothing, and the materials and decoration companies you want to decorate the house, and Furniture and more."

"So you never touch these normally distributed industries because the market share is not big?" Guan Sha asked Xiao Jie.

"En." Xiao Jie responded.

Guan Sha paused, then seemed to think of something suddenly, and immediately retorted, "No! Isn't the Bobcat Cafe also a restaurant? Why did you vote too? I heard from Ren Tianxing that you are still rushing to vote!"

"Because it has good cash flow, the store is rented, and there are no heavy assets except labor, machinery and raw materials. The equity price is cheap, and the global expansion of stores is only one of the stages. If its formula is really popular in the future, it can be like Starbucks sells coffee powder and coffee and milk tea peripherals like Starbucks, so that in addition to coffee shops, its products can also be sold in online shopping malls and major supermarkets, no matter whether it will succeed in the end, at least it has this imagination.” Xiao Jie said .

Guan Sha narrowed her eyes when she heard the words, "I understand, that is to say, I was just making a metaphor, for example, you wouldn't invest in a snail noodle shop, but if this kind of noodle can be industrialized and mass-produced and sold all over the world, you would Will vote."

"If the quality is good and the potential is great, I will, because it can be replicated on a large scale." Xiao Jie said.

Xiao Jie thought that Guan Sha should have been convinced by him when he said this, but Guan Sha asked loudly, "But starting a business is to solve problems for the common people. Didn't you say this?! Why are you talking about it now? What has been copied on a large scale?"

"If you can't reproduce it on a large scale, you can't do it big. From what I know about you, what you want to be a household name female entrepreneur is not just a female boss of a small company."

"I..." Guan Sha wanted to say something, but was at a loss for words.

During the drive back, Guan Sha didn't speak, and Xiao Jie himself wasn't used to turning on the radio or listening to music, so the atmosphere in the car was freezing cold, and the only sound he could hear was that the car engine automatically turned off with the red light, and then turned off again. Reboot due to green light on.

The parking spaces downstairs in Shengshihaoting are very abundant, and each parking space is very wide, even a large 7-seater SUV can be parked casually.

After Xiao Jie parked the car slowly into the parking space and turned off the engine, he saw that Guan Sha was still looking out the window and did not speak, nor did he intend to get out of the car, so he was silent for a while and then asked, "Are you still in the long-term rental apartment?" Want to do it?"

"Yes!" Guan Sha turned her head and replied very forcefully, "I just want to do it! Maybe my idea seems stupid to you! But you should really visit Yanzi Valley, live there for a while, or even Even just stop there!"

Guan Sha untied her seat belt at this point, turned around and faced Xiao Jie, "Can you feel the feeling of being tired outside for more than ten hours during the day, and suddenly being told that you have no home when you come back? There is also the kind of thing that wakes up and finds that the door is pasted, threatening to cut off water and electricity! Do you know about bed rooms? Do you know what will happen if you live in a bed room if you don’t know the place? Others beat you with an axe. Rotten your clothes rack..."

Guan Sha sneered suddenly when she said this, "Oh, I forgot, you Xiao Dashen doesn't need a drying rack at all, because you have a dryer!"

Xiao Jie: "..."

(End of this chapter)