# Platform-level dynamics #
1, Taobao internal test WeChat payment
According to PingWest product play report, a few days ago, after placing an order in Taobao App, consumers can make WeChat payment through the QR code provided by Taobao. However, the automatic jump has not yet been realized, and users still need to take screenshots and manually open the WeChat scan code to complete the payment. However, according to Billion Power, because this function is still in the internal testing stage, it is not open to everyone.
2.JD。 COM homepage revision will use more short video content.
Billion Power learned that a few days ago, JD.COM began to modify the home page of internal testing and cancelled the focus map of the home page. A service provider who participated in the internal test told Billion Power that the revised JD.COM homepage is more similar to the Taobao App homepage. At present, the measured user of JD.COM homepage is 1%, and it will continue to be optimized before 6 18. The currently displayed version is not necessarily the final version.
It is understood that when the focus map of the homepage is cancelled, the waterfall information part of the homepage will move up. Some service providers speculate that the content of the revised JD.COM homepage will be more short videos. "If the short video display position is set on the homepage like other platforms, it is inevitable that the platform will increase the proportion of short videos."
According to a brand omni-channel marketing service provider, the revised JD.COM. COM homepage, new short video production specifications and traffic algorithm rules will be released to merchants, but the rules on the platform are still being improved.
3. It is reported that Jingxi has reduced the number of regional optimization personnel by over 65,438+00%.
According to a person close to Jingxi, Jingxi has abolished some regional business, and the personnel involved in this area will be transferred to the reserved area, with an optimization ratio of about 10 15%, focusing on Jingxi business. According to reports, this adjustment is mainly due to the strategic adjustment of Jingxi, and the future business will focus on building supply chain capabilities.
4. The profit of Pinduoduo in fiscal year 2002/KLOC-0 was 7.769 billion yuan, turning losses into profits.
Pinduoduo released the fourth quarter and annual financial report of 20021year on March 26th. In the fourth quarter of 2002/KLOC-0, Pinduoduo's revenue was 27.2365438 billion yuan, up 3% year-on-year. The profit under US GAAP was 6.907 billion yuan (the loss in the same period in 2020 was 2.048 billion yuan). In 20021year, the revenue reached 93.95 billion yuan, a year-on-year increase of 58%. The profit under US GAAP was 7.769 billion yuan, turning losses into profits (the loss in the same period last year was 7,654.38+80 million yuan).
In addition, the sales and marketing expenses in the fourth quarter of 2002113.66 million yuan, a decrease of 23% compared with the same period last year.
According to the financial report, the turnover (GMV) over the years has reached 244,654.38 billion yuan, an increase of 46% over the previous year's166.76 billion yuan. The average annual consumption of active buyers is 28 10.0 yuan, which is 33% higher than that of 21kloc-0/5.2 yuan in the previous year.
In terms of active users, as of 20021and February 3 1, the number of active buyers in Pinduoduo reached 868.7 million, up by 10% year-on-year and about 1.4 million in a single quarter. In terms of monthly active users, the average monthly active users of Pinduoduo APP in the fourth quarter was 733.4 million, up 2% year-on-year compared with 7. 1.99 million in the same period in 2020.
5. Meituan 202 1 Financial Report: Annual revenue 179 1 billion yuan, up 56% year-on-year.
On March 25th, Meituan released its fourth quarter and annual results 202 1. In 20021fourth quarter, Meituan's revenue reached 49.523 billion yuan, up 30.6% year-on-year; The adjusted net loss in the fourth quarter expanded to 3.9 billion yuan year-on-year. In 20021year, the annual revenue of Meituan was 179 1 billion yuan, up 56% year-on-year. The adjusted net loss for the whole year was 654.38+056 billion yuan. Among them, the US group's takeaway realized a revenue of 96.3 billion yuan. In the same period, the cost of take-away riders of Meituan was 68.2 billion yuan, and the proportion of rider cost in food and beverage take-away income reached 765,438+0%.
In 20021year, the annual R&D expenditure of Meituan Company increased by 5.3.1%to167 million yuan.
In addition, at the user level, as of 2002165438+February 3 1, the number of trading users of Meituan reached 690 million, a year-on-year increase of 35.2%. The number of active businesses in Meituan reached 8.8 million, a year-on-year increase of 29%.
6. Taote added two "incubators": Taote 100 Taote 10 yuan Store.
At the communication meeting of Taote's spring products, Hai Wang, president of Taote, said that Taobao Special Edition launched two new products, Taote 100 and Taote 10 yuan Store. Among them, TOOTE 100 is positioned as a product of consumption upgrading trend, focusing on the "big brand substitution" of high cost-effective quality products to help incubate factory brands. Taote 10 yuan Store is located in small objects and commodities covering various life scenes, and can realize N yuan and N pieces, direct supply from manufacturers, full inspection in warehouses, one-stop purchase and one-pack delivery.
Hai Wang said that Taote 10 yuan Store and Taote 100 are incubators for Taote and industrial belt factories to make good products together. Enter "Taote 100" and "Taote 10 yuan Store" in the search box of Taote App, and you can find that both new products belong to official direct sales. According to Hai Wang, for the products of Taoteke 100 and Taoteke 10 yuan, the platform will carry out strict quality inspection, and the performance will be controlled by the self-operated system.
7. Tencent's revenue in fiscal year 20021reached 56010.2 billion yuan, and its net profit increased slightly 1%.
On March 23rd, Tencent released the fourth quarter and annual financial report of 20021. In 20021year, Tencent's revenue reached 5601.200 million yuan, up by 1.6% year-on-year, and its annual profit was 22781.800 million yuan, compared with1. Tencent's annual net profit (non-IFRS) was 654.38+023.788 billion yuan, a slight increase of 654.38+0% year-on-year, making it the lowest growth rate of the company's net profit in the past decade.
In the fourth quarter of 2002144.2 billion yuan, Tencent's revenue increased by 8% year-on-year, and its profit during the period was 9.57 billion yuan, compared with 5.93 billion yuan in the same period last year. Non-international financial reporting standards were 24.88 billion yuan, a year-on-year decrease of 25%. This is the second consecutive quarter that Tencent experienced negative net profit growth in a single quarter, following a 2% decline in net profit in the third quarter.
In addition, as of 202 1, 12 and 3 1, the combined monthly active accounts of WeChat and wechat reached12.68 million, a year-on-year increase of 3.5%. The number of monthly active accounts on QQ mobile terminal was 552 million, down 7.2% year-on-year.
# New format layout #
1, Taobao added small and medium-sized businesses to find "selected sources" service with one click.
Billion Power learned from Taobao that Niu Qian, a Taobao platform, recently opened a "selected source" service to small and medium-sized enterprises for free. Novices in e-commerce can quickly find powerful suppliers through this service, and can deliver goods to their own stores with one click. It is reported that all the goods involved in this service are from the certified suppliers of 1688 platform. In addition, the "selected sources" service also has the functions of "delivery within 48 hours, no reason to return within 7 days, no credit and postage".
At present, the service will be the first to open to new merchants who have opened Taobao stores but have not yet put their goods on the shelves. Xiaoer, the person in charge of Taobao, said: "It is estimated that by the end of March, about 654.38 million small and medium-sized Wechat business will be served, mainly clothing. By 6 18 this year, quality suppliers of department stores, beauty cosmetics and mothers and babies will be launched one after another, and it is expected to provide services to more than 6.5 million small and medium-sized businesses. "
2.Tik Tok e-commerce: The spring new season activities are mainly aimed at the prefabricated vegetable industry.
A few days ago, Tik Tok e-commerce launched the "Spring is the New Season" activity. According to the official account of Tik Tok e-commerce official WeChat, this activity is mainly aimed at the pre-cooked vegetable industry that broke out this year. It is reported that in this activity, Tik Tok e-commerce will cooperate with the prefabricated food industry, brands and content creators to promote new prefabricated foods in the semi-finished food category. Tik Tok e-commerce plans to raise consumers' awareness of high-quality pre-cooked dishes through short videos, and launch a short video challenge with the theme of "five-minute lazy food challenge".
3. buy food and test the water. The brand of prefabricated vegetables is "fresh and fresh"
According to a report in beijing business today today, a few days ago, Shanghai Yusheng Cooper Food Co., Ltd., a holding subsidiary of Ding Dong Shopping, launched an independent brand of B-end prefabricated dishes, "Vigorous Fresh Food", which mainly distributed channels such as distribution, agents and end customers. It is understood that "vitality and freshness" will be subdivided into multiple categories.
In addition, all products of "Vibrant Fresh Food" will be divided into three stages. The first stage is to choose Ding Dong to buy good products with sales of 1 10,000 last month, sales of 1 10,000 and ranking of 1 10,000. Secondly, according to the differentiated needs of chain stores, kitchens, hotels and other channels, the specifications, sizes and even packaging materials of products should be transformed. The third stage is the research and development of new products and the establishment of new research and development mechanism.
4. Meituan ONE said that the "All Girls" applet is just a function that serves the live broadcast room.
According to the National Business Daily, a few days ago, the official WeChat applet "All Girls Member Service Center" in Li Jiaqi changed its function: a "Select Good Things" section was added to the homepage, where users can directly click on the goods and jump to the third-party platform or brand official applet to place an order. It is reported that the shopping entrance of "All Girls Member Service Center" has been open for about one month, and the discount promotion products in the event are provided by third-party platform merchants. In this regard, the relevant person in charge of Beauty ONE, a company owned by Li Jiaqi, said that the applet "All Girls" is mainly a tool application that is purely convenient for consumers, and it is only a function serving the live broadcast room, and there is no other business plan.
Maotai will be sold through an independent e-commerce platform.
According to relevant media reports, a few days ago, Maotai "secretly" launched a new e-commerce development plan. At present, the preliminary work has been basically completed, and its official new e-commerce platform will be "online at any time"! As for when the platform is officially launched, how to arrange specific products and how to obtain products, it remains to be officially responded.
At the first meeting of Maotai Group after the Spring Festival of the Year of the Tiger, Ding Xiongjun, Party Secretary and Chairman of Maotai Group, officially "moved the knife" and proposed to implement the "five-in-one marketing law". The "Big Maotai" marketing system was officially opened. He said: "Implement the digital marketing law, speed up the completion of new retail shortcomings, build and improve the digital marketing platform, and inject new kinetic energy into Maotai marketing."
Kweichow Moutai previously released the main operating data announcement of 65438+ 10 and February in 2022, of which the total operating income was about 20.2 billion yuan, up about 20% year-on-year; The net profit attributable to shareholders of listed companies was about 654.38+0.02 billion yuan, a year-on-year increase of about 20%.
# New Consumption Watch #
1, the chain convenience store brand "Daily Glug" received tens of millions of RMB angel round financing.
A few days ago, the new member restaurant convenience store chain brand "One Drink a Day" completed10 million RMB angel round financing. The employer did not disclose the financing amount, and Baize Capital served as the exclusive financial consultant. This round of funds will be mainly used for digital system development and store expansion.
2. The beauty retail brand "National Exemption GDFS" completed the second round of financing of tens of millions of yuan.
According to relevant media reports, a few days ago, a new high-end beauty brand retail enterprise that completed tens of millions of angel rounds of financing in June last year was exempted from GDFS, and once again completed the second round of financing of tens of millions of yuan and entered the stage of laying out the national market. It is reported that GDFS is a high-end beauty retail brand, which was established on 20 19. The difference with beauty collection stores such as Black Hole, Plum Blossom and Colorist lies in that the brand aims at sinking into the market and creates S2B2C beauty experience space in third-tier cities with the new retail idea of "technology+novelty+service experience".
3. The high-end lifestyle brand "Rongji" completed the angel round financing of over 10 million yuan.
According to 36Kr report, a few days ago, melt season, a high-end lifestyle brand, announced the completion of angel round financing of over 10 million yuan, which was led by Breeze Capital. This round of financing will be mainly used for the expansion of supply chain and store resources.
According to the data, Verse China (the parent company of melt season) was established in 2020, positioning the light and luxurious route, and the company's first brand MeltSeason cut into the market from the perfume track. 20212021February 7th, two series of six perfumes were launched in the melting season, with the theme of "Letter in a Bottle".
4. The low-temperature dairy brand "Jane Eyre" completed the C round of financing.
According to reports, Jane Eyre, a low-temperature dairy brand, recently announced the completion of the C round of financing, and the amount of this financing was not disclosed. Previously, Jane Eyre had received 400 million yuan and 800 million yuan in financing in the A round of 2020 and the B round of 202 1 year respectively. In 20021year, the income of Jane Eyre yogurt increased by 48% annually.
5.Tims coffee enters India. The first store is located in New Delhi.
Tim Hortons, a coffee chain, announced that it will officially enter the Indian market in 2022, and plans to open 300 stores in India in the future 10, according to Lianshang. com. com。 According to the brand, the first store will be located in New Delhi, the capital of India. In May of 20 18, Tim Hortons established Tims China Company with its parent companies RBI and Descartes Capital Group, and officially entered the China market in February of 20 19. By the beginning of 2022, it had reached 4 10 stores, a net increase of nearly 100 stores compared with 202 1 in the first half of the year.
6.AR smart glasses enterprise "Rokid" completed 700 million yuan in Series C financing.
A few days ago, Hangzhou Ban Ling Technology Co., Ltd. (hereinafter referred to as "Rokid"), an AR smart glasses company, received a series C financing with a total amount of 700 million yuan. This round of financing is mainly used for technology research and development, marketing and ecological construction.
According to public information, Rokid is a product platform company focusing on machine interaction technology, and is committed to the research and development of hardware and software products such as AR glasses and the ecological construction based on YodaOS-XR operating system. The company has received investment from many top institutions, including Temasek, IDG Capital, Credit Suisse, Haitong Securities and Yuan Jing Capital. In June 5438+February last year, Rokid officially launched Rokid Air, a consumer-grade AR smart glasses.
7. The national beauty brand "Mistine" completed a round of financing of 200 million yuan.
Yibang Power has learned that Mistine, a new generation of national beauty brand, has completed a round of financing of 200 million RMB, with Kaihui Fund (leading investment), Yiyuan Capital EverYi and Light Source Capital (financial consultant) as investors.
It is understood that Mistine is a new generation of national beauty brand and an independent brand under the cosmetics company BetterWay (Thailand) Co., Ltd., which is committed to providing higher quality cosmetics for women around the world. At present, Mistine has five categories of products, including cosmetics, skin care products, perfume, hair care and body care series.
# Others #
1, Anta 202 1 financial report: the annual income was 49.33 billion yuan, up 38.9% year-on-year.
A few days ago, Anta released the 20021annual performance announcement. The report shows that the annual revenue of Anta Group increased by 38.9% year-on-year, reaching 49.33 billion yuan, ranking first among sporting goods enterprises in China for 10 years. Operating profit increased by 20 1% year on year, reaching1098.9 billion yuan. Among them, Anta's main brand revenue reached 240./kloc-0. 2 billion yuan, up 52.5% year-on-year; FILA's revenue was 265.438+82.2 million yuan, up 25654.38+0% year-on-year; The revenue of other brands increased by 565,438+0.65,438+0% year-on-year to 3.494 billion yuan, and the operating profit increased by 2.3 times.
In 20021year, Anta DTC business accounted for nearly 70%, and the efficiency of stores increased by more than 25%. At the same time, the financial report shows that the group's e-commerce business revenue increased by 50% year-on-year, and the income contribution ratio reached 29%.
2. The net profit of betaine doubled in fiscal year 20021,and Winona's income accounted for more than 98%.
A few days ago, Yunnan Betani Biotechnology Group Co., Ltd. (hereinafter referred to as "Betani"), the first stock of functional skin care products, released its 20021annual financial report. The financial report shows that in 20021year, Betani's operating income reached 4.022 billion yuan, up by about 52.57% year-on-year; Realized a net profit of 863 million yuan, a year-on-year increase of about 58.77%; The gross profit margin of skin care products reached 76.0 1%, which remained stable year-on-year.
In terms of channels, offline channel sales exceeded 700 million during the reporting period, accounting for 65,438+07.66% of the main business income. Online channels include self-operation, distribution and consignment mode, in which online self-operation business income accounts for about 63. 19% of the main business income. In addition, Winona's sales revenue accounts for more than 98% of the main business income.
In terms of R&D, in 20021year, the R&D expenditure of betaine was1.1.30 billion yuan, an increase of 78.47% compared with 63.44 million yuan last year.
3. The net loss of Haidilao in 20021year is 4163 million yuan.
It is reported that Haidilao recently released the annual performance announcement as of 202165438+February 3 1. The report shows that the annual revenue of Haidilao in 2002/kloc-0 was 4 1 1. 1 billion yuan, up 43.7% year-on-year; The net loss of returning to the mother was 4.65438+0.63 billion yuan, and the net profit for the same period last year was 309 million yuan. As of 202 1, 65438+February 3 1, Haidilao has 1443 stores in the world, of which 1329 is located in Chinese mainland, 1 14 is located in Hong Kong, Macao and Taiwan and other/kloc.
4. The revenue of Lujin Coffee in 20021year was 7.965 billion yuan, up 97.5% year-on-year.
A few days ago, Lujin Coffee disclosed the fourth quarter and annual financial report of 202 1, according to the report of the Electric Business Daily. The data shows that in 20021year, the revenue of Lujin Coffee was 7,965.3 million yuan, up 97.5% year-on-year; The net profit was 686 million yuan, compared with a loss of 5.6 billion yuan in the previous year. In the fourth quarter of 200212002, the revenue of Lujin Coffee was 2.43 billion yuan, up 80.7% year-on-year; The net profit was 92130,000 yuan, compared with a loss of 2,336.6 million yuan in the same period last year.
By the end of 20021,Lujin Coffee had 6,024 stores, including 4,397 self-operated stores and 627 franchised stores1. In 20021year, the number of newly opened stores of Lujin Coffee was 122 1 home, with a year-on-year increase of 25.4%. The monthly average number of trading customers is130,000, an increase of 55.2% compared with 8.4 million in 2020. In the fourth quarter, Lujin Coffee added 353 stores, and the number of stores increased by 6.2% month-on-month. The monthly average number of trading customers is 6.5438+0.62 million, an increase of 674.38+0% compared with 9.7 million in the same period of 2020.
In 5.202 1 year, Xiaomi achieved an adjusted net profit of 22.0395 billion yuan, a year-on-year increase of 69.5%.
On March 22nd, Xiaomi released the financial report for the fourth quarter and the whole year of 20021. The financial report shows that the total revenue in the fourth quarter reached 85.6 billion yuan, a year-on-year increase of 2 1.4%. The adjusted net profit reached RMB 4.5 billion, a year-on-year increase of 39.6%. In 20021year, the total revenue of Xiaomi group reached 328.3 billion yuan, up 33.5% year-on-year. The adjusted net profit reached RMB 22 billion, a year-on-year increase of 69.5%. In 20021year, smartphone revenue reached 208.9 billion yuan, up 37.2% year-on-year; The annual smartphone shipments were 654.38+0.903 million units, a year-on-year increase of 30.0%.
6. Taobao Live 202 1 The turnover of luxury beauty products increased year-on-year 107%.
According to reports, Taobao list data shows that in Taobao live broadcast, the proportion of luxury beauty cosmetics has reached as high as 90%, and the transaction amount in 202 1 year increased by 107% year-on-year, and the transaction amount between self-broadcasts increased by 187% year-on-year.