Wen | Du
Instant delivery, an industry with seconds as the competition unit, has now ushered in the high-profile admission of heavyweight players.
On June 5th, when you were hungry, you upgraded its logistics platform Hummingbird strategically: on the one hand, you upgraded the original "Hummingbird Distribution" brand to "Hummingbird Distribution"; On the other hand, "Hummingbird Matching" will also open its own instant delivery service to the whole society.
Hummingbird launched on 20 15 is the earliest instant delivery platform in China, and it is also regarded as the core asset and competitive weapon for hungry people. After 20 18 Ali's wholly-owned acquisition was hungry, the computing ability, transportation ability and organizational ability of hummingbirds have been greatly improved. At present, there are 3 million registered riders and 667,000 active riders, covering 3.5 million merchants in 2,000 cities and counties across the country.
In other words, from now on, the business scope of hummingbirds will expand beyond Alibaba. "As long as there is demand, we can export production capacity."
Wang Leyan described the 14 months since he joined Alibaba as "the growth process in all aspects". "Ali put forward higher requirements for being hungry. Every time he is hungry, he will set foot in a new industry, and a new business will have new precipitation. "
Taking food and beverage delivery as the "locomotive", it has rapidly expanded from first-and second-tier cities to more than 2,000 cities and counties, and established a nationwide operation network. Wang Leyan believes that "this more efficient real-time distribution network can be extended to more customers and more industries, not just hungry businesses. We think this is an advantage in efficiency and cost."
In addition to food and beverage takeout, hungry also tempered the comprehensive service capabilities of many industries such as medicine, fruits, flowers and supermarkets.
For example, 20 18, hungry, launched the first instant delivery solution in the coffee industry: "exclusive star delivery", which has covered more than 2,000 Starbucks stores in 35 cities across the country and will be promoted by Starbucks to other markets around the world in the future.
At the same time, if you are hungry, you will intervene in the upstream of the industrial chain from the errand entrance and precipitate the service capacity of the industrial chain.
After more than a year, the breadth, depth and intensity of hunger have improved, which gives hummingbirds the confidence to fly alone.
Wang Leyan said, "Hummingbirds grow with hunger. Hungry first, then hummingbirds, but today we upgrade it to an independent brand. "
Hummingbirds started from the demand for take-away delivery. Hungry created the catering take-away industry, while hummingbirds gave birth to the instant delivery industry.
"The penetration rate of this industry is still very low, and the market space is still very large. How to get the industry back into the fast lane of development? "
Hungry? Coo Konka's answer is, "The most important thing to return to logistics itself is two points-flexibility and efficiency."
Different from traditional logistics, instant distribution chain is short, high frequency and high density. To meet the needs of anytime and anywhere as efficiently and flexibly as tap water, it is inseparable from the three-dimensional support of intelligent instant distribution network.
At the Global Logistics Summit on May 28th, Ali CEO Zhang Yong proposed that "the future logistics must be from digitalization to digital intelligence".
With the commercialization of 5G, IOT will accelerate its development, promote the digitalization of logistics elements, and move towards intelligence and intelligence.
In view of the strong regionality of instant delivery, only if the order density per unit area is high enough can the average cost be diluted.
As early as 20 16, when I was hungry, I found that there was an inflection point of labor cost in the whole distribution industry, and I began to consider optimizing the cost structure by digital means.
In March of the following year, when I was hungry, I released the intelligent dispatching system of Ark, and won the highest award "Wu Wenjun AI Technology Award" representing the national AI application technology. With this system, if you are hungry, you can save about 2 billion operating costs every year.
Also in 20 17, smart devices were put on the agenda. 20 18 made a breakthrough after joining Alibaba.
Liu Xinyang, senior director of hummingbird matching, revealed: If you are hungry, the intelligent scheduling system of Ark has been supported by Alibaba Cloud, and the computing power and optimization iteration speed have jumped; In terms of equipment and the Internet of Things, it has also received huge dividends from Alibaba Group.
At present, the "Jade Lion" unmanned vehicle has delivered a total of 65,000 vehicles, and the "Green Bee" unmanned vehicle has delivered 3,200 vehicles at a time. The "Red Rabbit" robot can interact with the elevator through the logistics network, which liberates a lot of labor. In the past, every lunch time, the elevators in the office building were very crowded, and the takeaway brother could not squeeze out. Now through man-machine cooperation, a lot of expenses are saved.
Liu Xinyang said: "As long as the scene is satisfied, the average cost of man-machine cooperative distribution is much lower than that of pure human distribution."
Ali's revenue of local life service business in fiscal year 20 191800 million RMB, and the third and fourth lines are the main positions for growth.
Takeaway is a 2B2C business. In Wang Leyan's words, it is to serve C-end users by serving B-end merchants. With the mobile internet dividend shifting to the sinking market, users in third-and fourth-tier cities hope to get more comprehensive local life services, and businesses also hope to have more platform choices. Therefore, the strategic sinking of being hungry is in line with the trend, and it is in full swing, and it has not encountered substantial resistance.
This year, 30% of orders for Hungry came from Taobao and Alipay. Taobao added more than 654.38 billion monthly users, 70% of which came from the sinking market; About 55% of Alipay's 65438+300 million monthly users come from third-and fourth-tier cities.
Hungry? This year's strategic focus is still to sink the market, accelerate penetration into third-and fourth-tier cities, and further expand market share.
Wang Leyan believes that "it is necessary to sink with Alibaba's commercial operating system: the financial ability of Ant Financial, the big data cloud computing ability of Alibaba Cloud, the e-commerce ability of Taobao Tmall, the local life service ability of word of mouth, and the instant delivery ability of hummingbirds."
The difficulty of local life service industry is that it faces a localized market and is not universally reproducible.
This is also the reason why Chloe Wang thinks that "the biggest difficulty in attacking the sinking market is oneself". In his view, although the talent training cycle has been very fast, it still can't keep up with the rapid expansion demand, so that the current manpower allocation is not so sufficient. Therefore, it is urgent to establish a team that understands the industry, is familiar with the local market and can keep pace with the headquarters.
Wang Leyan admits that he has experienced great changes in the year and two months since he joined Ali, which is also a very difficult process.
For example, word-of-mouth and hungry were originally two teams, and the word-of-mouth base in Hangzhou grew up in the Alipay system. Hungry? There are more than 10000 people, who are distributed all over the country with Shanghai as the center. It is not easy to integrate the team. Moreover, the system development languages of the two apps are not the same, so it is tantamount to changing the engine on the expressway to unify them to Alibaba Cloud while iteratively updating.
After 14 months' running-in, Ali local life service company, which was established by word of mouth, has finally arrived.
In the past, in the competitive pattern of take-away, hungry was at a relative disadvantage. "Hungry is standing on the second floor to fight 1 floor." Ali CEO Zhang Yong's request for being hungry is to get on the 6th floor as soon as possible. Wang Leyan told him, "Try to stand on the third floor this year".