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“新零售”转型“提质增效” 供销大集成效初显

2017-09-13 07:16:23   国际在线

“利润增速普遍超收入增速”,这是今年上半年百货、超市类上市公司践行“新零售”转型呈现的一个突出现象。“新零售”,已经被越来越多的百货、零售类企业付诸实施,并且开始产生成效。

记者随机选取永辉超市、供销大集、天虹股份等16家以超市、百货为主业的上市公司中报进行分析对比,这16家公司都在推行网上网下联动的业务转型。数据显示,16家公司中,有13家公司上半年的利润增速超越收入增速。

具体案例信手拈来。海航集团旗下“新零售”平台公司供销大集集团股份有限公司,今年上半年营业收入同比增长71.92%,净利润同比增长594.15%,净利润增速比收入增速高出522个百分点;在无人超市领域走在前列的永辉超市,净利润增速57.57%,较收入增速15.49%高出42个百分点。

简单比对不难发现,越是在“新零售”转型上走得较快的公司,净利润增速超越收入增速的幅度越大。以上市公司供销大集为例,这家由海航集团、中华全国供销合作总社合作成立、定位为“中国城乡商品流通综合服务运营商”的企业,今年以来在6个核心城市,28个重点城市设立80个网格工作小组,建设成为自有+代理拓展+一体化合伙人加盟拓展业务体系。

供销大集有关负责人告诉记者,该公司还计划5年内在全国打造总建设面积超600万平米的“城市云仓”统仓统配体系,覆盖全国1000座重点城市,服务100万家社会零售门店。截至目前,已在天津、西安开仓运营4个云仓,预计年内建成50-70个城市云仓,初步完成线下门店的城配服务体系。

“新零售引入大数据,不仅对商品进行数据化,而且对消费者行为进行数据化,有助于降低消费者与生产者之间的不对称,不仅降低生产者成本,而且也降低消费者成本。”业界专家指出,利润增速普遍超越收入增速,正在“新零售”转型助推企业“提质增效”的体现。

国家统计局数据显示,今年上半年,中国经济同比增长6.9%,社会消费品零售总额同比增长10.4%,网上零售额同比增长33.4%。尽管,网上零售额增速远超社会消费品零售总额增速,但增速放缓,促使电商巨头加快布局线下实体。

业界专家分析称,传统零售正在向线上线下全面融合的“新零售”转型,人工智能应用、购物模式改变,使消费场景更加自然地植入日常生活。面对消费者购物理念的变化,传统零售企业必须通过数字化运营,精准匹配消费者需求并进行营销和服务升级改造,提升消费者购买深度以促进新的销售增长。

记者也注意到,“新零售”模式的成效也呈现一定的地域差异,相比西部地区,一些零售企业在东部和中部地区的转型效果更为明显,同样以供销大集为例,其在华南地区、华东地区和华中地区的营收同比增速分别达到341%、158%和106%,远超西北地区。

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