Completed Salted Fish's Self-help Strategy

Why is Liu Lu's speech representative? "Based on my years of experience as a leek in big a shares, the rescue policy will not change the long-term trend at all, and it will affect two or three days," she said. The general trend is the river channel, the market transaction is the water, and the policy is the reservoir. Generally, the discharge of water from the reservoir will not change the river channel. If it changes, it must be that the discharge is too large and the river channel has been washed down. It will be even worse and the flood will overflow. "

Chuyuanxi feel here to add a "this matter must have a strange" more appropriate. But this kind of thing is not suitable to talk more, strange talk more easily lead to river crab beast.

But now he has no time to vomit bad, because he has just been in the market for two days. Anyway, it's definitely good for the stock market. I haven't heard that it's good for people who are long to vomit bad.

His investment crowd is also exploding, and even Yuan Jing is making a lot of speeches.

Yuan Jing was not very active in the past, but he has been quite active recently. He not only appears frequently in large groups, but also often chats with Chuyuan, becoming very talkative.

This is more embarrassing, because chuyuanxi knows him too well, this kind of reaction is obviously due to lack of money. If Hu Shiheng asks Ba people to be his investor, Chu Yuanxi can still pretend to be a fool, and legally speaking, Hu Shiheng is a well-off investor, not Ba people.

But if Yuan Jing wants to open this mouth, how can he refuse? It was also a little difficult for chuyuanxi.

In fact, it is not impossible to operate. For example, if Ba people become LP of a certain fund of Zheng De, they have to invest in Xiaokang as much as they raise money from Ba people. In fact, this year's operation mode is open and not humiliating.

This phenomenon is mainly because the relevant departments issued such a document - "notice on strengthening the management of government investment funds and improving the efficiency of financial investment".

At that time, Yuan Jing's original words were: "as soon as this document is published, our circle will blow up, you know?"

Chuyuanxi had no choice but to say that he knew it, and neither did he, because this year's form is the ￥ fund, and basically all of them are looking forward to the 10 trillion government guided fund injection. This document has a clear-cut attitude. It is necessary to strengthen the budget constraints on the establishment of funds or capital injection, and improve the efficiency of financial contribution, which means that it is more difficult to reach out

In fact, this is solving the problems left over by history. Since the promulgation of the national ten articles in 2016, state-owned assets have entered the capital market on a large scale. With the increase of supply, efficiency problems will naturally arise. Many government guidance funds in remote areas are even idle, or they are not in line with the market after investment, and have not yet formed a strong system.

Therefore, management must be managed sooner or later. However, in the current special form, state-owned enterprises have become the main LP of ￥ funds. Compared with the direct investment of relevant departments, state-owned enterprises are more flexible. However, the requirements of state-owned enterprises are usually directional investment, that is, you have to invest in the designated direction as much as I pay. Generally, it is required to invest in other enterprises in the province.

So if Ba people also play such a hand, it's no big deal, others will accept it, but chuyuanxi doesn't play because it's meaningless.

At this time, Yuan Jing said: "this year, what I am most afraid to see is a sudden big change in a committed LP, which is basically over."

"Yes, yes." Gu Hongru said: "I used to explain to entrepreneurs that I have no money now. I'll invest in you after this period of time. I didn't expect to hear LP say that to me every day recently. It's just unreasonable! "

Chuyuan Xixin said, why is this unreasonable? It's called the natural cycle, and the retribution is not good.

Yuan Jing: "Alas, the landlords don't have any food left. It's the worst that the master fund has no money. This year, we should be pragmatic. If we aim to raise 500 million yuan, we should first raise one or two small goals. "

"These big dogs!" Gu Hongru issued a strong vomit bad: "money can not find a way out, would rather invest in illegal fund-raising to be cheated, or invest in Nasdaq to be cheated, but also refused to give us the fund, I am really angry!"

Chuyuan Xixin said, is this me? Sure enough, I'm still known about buying and selling stocks?

At this time, Xu Xin's private chat came over: "don't listen to them frighten and make noise. Anyway, it's already like this. This year, we should focus on stability. Stability is more important than big."

"You have something to say? What have you heard? "

Xu Xin conveniently sent a document over. Chu Yuanxi took a look at it, sighed and wrote in wechat: "those who should come will come."

What she sent is the latest trend of hippopotamus. She wants to upgrade all the small stations to mini stores and march into the community.

The small station is the front warehouse in the hippo format. The mini store is called mini. In fact, it is the big store in chuyuanxi's understanding, that is, the open-door store, with an area of 500 square meters and more than 3000 SKUs. It's called mini. Compared with Mr. hippo's 10000 square meters, it's the scale of a large commercial supermarket.

Chuyuan Xiyuan thought that Xiaokang would hit Ali on Hippo F2, which is the format of hippo's convenience store. He didn't expect that the mini store would start a white-edged battle soon.

"Oh? Are you prepared? "

"Can you run into Ali if you want to live locally in the imperial court? It's too big to hide. "In fact, Chu Yuanxi has never expected to find community value in new retail. He is the only smart man. Yonghui and Wal Mart were in similar Mini stores last year. Yonghui opened 500 Mini stores last year, but it's not very close to the community, and chuyuanxi is not so nervous. Wal Mart's Huixuan supermarket goes straight to the community. It's said that as soon as he tried, he found that the flat efficiency of small community stores is several times that of the original big stores, and immediately fell in love with this mode.

However, it is difficult for Wal Mart to shop as fast as entrepreneurs, and the risk level is not as high as Yonghui. There was another news last month that the first mini store of RT mart will soon be located in Nantong, which is also a community supermarket. Although it does not belong to the hippopotamus system, RT mart is also an industry under Ali. It's coming fiercely. Chu Yuanxi was alert when he saw it. Unexpectedly, in less than a month, hippopotamus rushed over.

I saw Xu Xin rarely use the expression pack and send out a smile and cry expression: "do you think this is a good thing for Xiaokang to do and lead them to the community?"

"Well, how can we deal with the quick reaction of friends and businessmen? But I've never been afraid of a bayonet. "

"What you said is too big..."

Chuyuan Xixin said that this is not big, and the reaction speed of friends in the original world is not slow. Of course, there's no need to tangle with Xu Xin, just follow her saying: "I'm not afraid to fight with Ali's family. I'm even more afraid that the hippo Mini will lead other large supermarkets into the community and form a scuffle. That's bad food. "

In this way, the well-to-do AI team leader will abolish half of the functions first. The so-called head of a regiment must have a regiment first. Among those regiments, the large business super regiments are the main force, and they should have been friends of a well-off society. If you really squeeze in and fight for bayonets, you will become the enemy. Who will suffer if you turn friends into enemies on a large scale? Only the hippo family doesn't matter. There's no shortage of hippos.

Not only turn friends into enemies, but also, more importantly, in the scene where the data related to the well-off riding path can play a powerful role, not all regiments are clustered in the community, so only the location information is enough. It is precisely when the friendly forces are distributed in different positions on the map that the riding track can dig out the maximum data value. Therefore, even if there is no turning friends into enemies, this function will also lose its luster after the friendly troops rush to the community one after another.

So chuyuanxi just wanted to roar at the hippo: "go away! Don't hurt me

"I didn't expect that my ultimate problem was solved by hippopotamus. I'm more anxious than you."

Chuyuan Xi thought, Xu Xin's ultimate problem, oh, is how to profit from the front position.

This is really her heart knot, because her fresh entrepreneurs basically favor the forward position model. At that time, before this round of financing, Xu Xin wanted to match Xiaokang and cooperate with her fresh entrepreneurs to integrate the front positions.

And chuyuanxi said: "entrepreneurs 100% don't think so."

At that time, Xu Xin also asked him how to solve the problem of the cost of front position. When the profit margin fell back to normal, the cost still could not be covered, and how could he not fall back to the money burning trap. It's less than 20 days ago, so I remember it very clearly.

As a new retailer, it has a very good experience in this respect. But the unit price of customers is low, the cost of cold chain logistics service is high, and the fire consumption is large, so no matter how good it is, if the cost problem is not solved, everything is castles in the air.

Chuyuanxi's answer at that time was very convoluted. In fact, the core meaning was three words - learning to be well-off.

Now that he feels deeply regret, he shouldn't pretend the possibility. At that time, it was no problem to say so. Xu Xin would never mobilize her fresh entrepreneurs to learn to be well-off, but now it is not necessarily!

Nima Xu Xin is at least 75% of the people who know the well-off model. If he is really cruel, Chuyuan will have a lot of fun!

It's also easy for him to understand why Xu Xin laughs and cries frequently today, and why she is anxious. She is the advocator and promoter (but not the initiator) of front position, and has been encouraging its entrepreneurs to use the front position mode. Only in this way can we achieve high frequency, just need, adult group, and look sexy. Therefore, it is more accurate to say that there are many front position entrepreneurs than many fresh e-commerce entrepreneurs under her.

But today, Mr. Hou of hippopotamus, as the pioneer of launching the strategy of front position in the whole new retail track, announced that front position had been swept into the garbage heap of history by him. In the document, Lao Hou made it very clear that through the operation of Hippo, he found that the forward position is impossible to make profits! This is Xu Xin's answer to the ultimate problem.

It is undeniable that mini stores have more advantages in category structure than front-end stores. They also make fresh food, with lower fire consumption, lower cold chain cost and higher customer unit price, which turns the three disadvantages into the advantages of crossing the cost line. Xu Xin believed in the evil of the old Marquis at the beginning, and then hit the front position fiercely. Now she sighs that other people's pit father root was not as good as before.

"Now I have so many front position entrepreneurs, what can I do?"

Xu Xin didn't want to see any answer when she finished this sentence. She just sighed. Unexpectedly, Chu Yuanxi immediately said, "you can Give them to me. Deal with them? I need localized traffic. They're not all worthless. "Chuyuanxi believes that by this time, fresh e-commerce entrepreneurs should have begun to re-enter the ranks of break even or even lower. The false fire in February can not be burned to the present, and even the well-off profits have fallen.

During this period of time, large supermarkets have opened their doors one after another, so the business of convenience stores will naturally drop, and fresh e-commerce will only drop more. Moreover, the life of users tends to be normal, and the consumption in abnormal periods will naturally go down. However, 9 p.m. was originally the peak of fresh e-commerce, but now there is no peak, which forces us to return to the normal value.

So they should be able to calm down, right? Similarly, after seeing the financial report, Xu Xin will certainly form a reasonable judgment, otherwise she will not say the word "anxiety". I can't help it. What's the weight of a hippo? It's a death sentence for qiancang. People who are full of qiancang can't help worrying.

And Xu Xin, when seeing this line of words, almost a mouthful of blood gushes out, what is "processing"? Do you want to buy leftovers? This is how many years of painstaking efforts to irrigate the venture ah! Ah -

but Chu Yuanxi's words remind her that this awakening is called "early preparation". There are iron heads for investment, but there are also flexible ones. When a dream makes people immerse, the head will be iron, and when they wake up, they will become flexible.

Therefore, Xu Xin knows that this is not the time to move herself. She also recalls a brief conversation with Chu Yuanxi before financing. At that time, chuyuanxi recognized that the front position was the "enemy", but the prerequisite for becoming the enemy was that the front position got the content and a full set of playing methods on the well-off line. Otherwise, although it was not stated clearly, chuyuanxi was certainly not optimistic about the profit prospects of the front position.

I didn't think about it at that time, but now I recall it again. That is to say, the forward position has paid a high cost, and the profit model is not very good. Only by establishing a real social and payment system, can we generate social value and payment value, can we make money? So the sun rises in the East, the rain in the west, the loss in the East, and the harvest.

But Xu Xin is sober at the moment. The fresh front position entrepreneurs no longer have this opportunity. It's not easy to be scattered. But the strength is too scattered. It's far inferior to a well-off society. There is only one elder brother. Although the size is still small, the cohesion and explosive force are strong enough.

In this sense, it is a good option to give the front positions to Xiaokang, which can barely achieve the effect of 1 + 0.11.1.

So Xu Xin figured it out and asked, "how much are you prepared to pay if you want to buy them?"

"What? Do you want me to pay for the merger? " Chuyuanxi didn't make any expression, but Xu Xin felt that he could see his hypocritical appearance through wechat.

Chuyuanxi then wrote: "sister Xu, to tell you the truth, it's enough to have one or two fresh e-businesses. There are too many. It's really worthless. I'm sure I won't buy their shares. If the region is suitable, I'll buy users directly, and those who are willing to deal with it will pour users back to me. "

Wipe! He really wanted me to deal with it! Xu Xinxin said that I might as well sell the shares quickly! I believe that the two fresh e-commerce companies in the head, the enemy in the past, are still interested.

But recently, her money shortage is about to ease. Without it, the new policy of relevant departments will be implemented in late March and early April. At that time, a lot of stocks can be sold, such as a good shop with more than ten trading boards. The price is very attractive.

So I'm not in a hurry to deal with it.

Her words changed: "Xiao Chu, you are willing to handle the goods. It's not like you."

"It's not that your news is too shocking. The hippo Mini makes me feel that time is not waiting for me? If you can buy some accurate users and save time, the strategic advantage period of a well-off society is only from May this year to May next year

It can be read from this message that hippo has to do two things: first, upgrade the warehouse model to the big store model, and second, use it to attack the community. Originally, Xiaokang could claim to be the only new retail player in the community, and regarded the community group buyers as the target of integration in the future. Now, how can we still feel proud? Maybe in the blink of an eye, the major supermarkets will start to strengthen the layout of small shops in the community

Xu Xin had to ask for advice modestly: "why do you say that? I mean, where does a well-off society come from? What's more, if you had regarded hippos as imaginary enemies for a long time, why have you never mentioned them? "

Chuyuan Xixin said, is it necessary to ask? Xiaokang regards 724 as the enemy and Meiduo as the enemy. It's no problem. It's not an enemy too powerful to defeat. If we claim that our enemy is hippopotamus as soon as we come up, won't it scare everyone in the company to death? Anyway, investors were scared to death first.

For a time, the venture capital circle stressed that investment and entrepreneurship should be sexy, and Chu Yuanxi also liked sexy, but he understood that sexy is not the same as investors. It's sexy to win over a strong enemy, and it's the sexiest to fight with hippo. It's just that she's so sexy that she doesn't take 724 and Meiduo seriously. Maybe people "finally" face up to the threat of well-off society, but well-off society does not regard these objects that are destined to be thrown away soon as opponents, which makes it even more impossible to form a sense of purpose.

Only hippopotamus, with its own flow, is also a merchant who understands the essence and essence of new retail. The key is to be strong enough, which is the goal.

Xu Xin then asked, "what's more, box horse focuses more on experiential goods and semi-finished products. It's not a direct competitor with convenience stores, is it?""No, the competition in the future is not for goods, but for people. What hippo and Xiaokang will inevitably happen is for users. Do you understand? With 724 and Mido, we just fight for products. With hippo, we will definitely fight for users. This is the battle of new retail. You haven't seen it before. "

Chuyuanxi's so-called new retail is not a new retail by kaituan's price reduction, but to improve efficiency, which is the essence of new retail.

In traditional retail, customers don't know if the store has what they want. They go there first, and then the store doesn't know what a potential customer wants to buy. First, they put a batch of goods in front of the store, and then they sell them at random.

The new retail is visual and operational. Customers not only know whether they want what they want, but also can put forward their own needs. The store can guess what the customers want, because it knows who their customers are and what they want to buy, and then manage SKU accordingly.