标签： 广州葵花蒲典

Green travel helps low-carbon life (consumption window, new observation on green consumption ④)

　　Haikou City, Hainan Province, speeds up the construction of public charging piles to escort citizens’ green travel. The picture shows that construction workers are installing new energy vehicle charging piles next to the public parking space at the intersection of Changtong Road and Binhai Avenue in Haikou.

　　People’s Vision

　　Daoxian County, Yongzhou City, Hunan Province advocates low-carbon green travel, and has opened pure electric buses for Guitou Village, Lianghekou Village and other villages with rich tourism resources, which is convenient for villagers and tourists. The picture shows the pure electric bus running on the road at the entrance of Guitou Village, Meihua Town, Daoxian County.

　　People’s Vision

　　core reading

　　The construction of the urban slow-moving system has been steadily carried out, the proportion of new energy vehicles in the fields of urban public transportation, taxis, and urban logistics distribution has continued to increase. Digital technologies such as the Internet and big data have deeply empowered the travel field, and green travel has been deeply rooted in the hearts of the people. Promote the realization of the "double carbon" goal, and green transportation has great potential.

　　Green travel fashion environmental protection

　　All localities are accelerating the construction of urban slow-moving systems, making public transportation more convenient

　　"My home is about 5 kilometers away from my unit, and I used to drive to and from get off work. Since Meihu Greenway was upgraded and renovated, as long as it didn’t rain, I would ride my bike to and from get off work. Not only is it low-carbon and energy-saving, but I can also enjoy the beautiful scenery along the way, breathe fresh air all the way, and my energy is much better than before." Zhang Liyun, a citizen of Qingyunpu District, Nanchang City, Jiangxi Province, said that cycling to and from get off work can serve multiple purposes.

　　Walking on the Badashanren Meihu Greenway in Qingyunpu District, you can always see many citizens riding, and cycling has become the first choice for more and more citizens to travel.

　　"Urban greenway construction is a livelihood project that benefits the people. It enhances the well-being of the people while decorating the city." Ye Xiutang, secretary of the Qingyunpu District Party Committee, said that in recent years, the government has invested more than 10 million yuan to upgrade and renovate Meihu Greenway. About 1 kilometer of greenways have been built, and about 3.3 kilometers of greenways have been renovated. There are also new bicycle lanes to help residents travel green.

　　In Anning City, Yunnan Province, the Mantis River slow-walking system is an ecological greenway that is everywhere. "The slow-walking system integrates a health trail and a bicycle slow-walking path. The two roads are separated by a variety of trees and shrubs, and there are rest areas and observation decks along the line, which is very attractive to citizens," said Jiang Qi, chief of the Landscaping Management Section of the Anning City Administration.

　　Liang Shuanglu, a professor at the School of Economics at Yunnan University, believes that the popularity of urban greenways in various places reflects the concept of green travel.

　　"Green transportation is an important part of forming a simple and moderate, green and low-carbon, civilized and healthy lifestyle, which helps to create a high-quality life and promote high-quality development." Wang Yun, deputy director of the Institute of Foreign Economics of the China Academy of Macroeconomics, said that from the perspective of consumption, green transportation involves purchase, use and management; from the perspective of participants, it involves the government, enterprises and consumers. In recent years, our country’s green transportation has developed rapidly, and gradually built a low-carbon and environmentally friendly transportation development pattern.

　　The proportion of urban public bus and tram and rail transit trips has further increased, and the degree of public transportation travel facilitation has been significantly improved. For example, Beijing has created conditions for green travel by building a convenient, interoperable and multi-network integrated public transportation system, and the proportion of green travel in central urban areas is expected to reach 74.6% in 2022.

　　The proportion of new energy vehicles used in public services such as urban public transportation, rental, sanitation, logistics and distribution, postal express delivery, and civil aviation airports has gradually increased. In some small and medium-sized cities, the cultivation of "green urban and rural transportation circles" is accelerating. For example, there are 437 buses in Anning City, of which 343 are new energy vehicles, accounting for more than 78% of the total number of vehicles. It is expected that all new energy buses will be operated by 2023.

　　Accelerate the promotion of new energy vehicles

　　The supply and sales of new energy vehicles are booming, and the operation and maintenance service system and other supporting facilities are accelerated

　　"I found a new charging station on Suxi Avenue on the mobile map APP. It is very convenient to use. You can pay by scanning the code on your mobile phone, and it only takes about half an hour to charge quickly." Recently, next to the new energy vehicle charging station in the parking lot of the Sports Park in Suxi Town, Yiwu City, Zhejiang Province, Hu Xiaojun, an owner who is charging his new energy vehicle, said: "Now, there are more and more new energy vehicle charging stations, and it is more convenient and safe for us to use new energy vehicles."

　　In small and medium-sized cities, the degree of improvement of supporting facilities is a key factor affecting the willingness of more consumers to buy new energy vehicles. State Grid Yiwu Power Supply Company is actively building charging facilities to improve the social energy efficiency level in the service area. At present, the density of local public charging piles reaches 1.18 per square kilometer, which strongly promotes the green transformation of transportation.

　　According to the data released by the China Association of Automobile Manufacturers, in 2021, the annual sales of new energy vehicles in our country 3.521 million, an increase of 1.6 times year-on-year, ranking first in the world for seven consecutive years, with a market share of 13.4%. The "Implementation Plan for Promoting Green Consumption" issued by the National Development and Reform Commission and other departments proposes to "vigorously promote new energy vehicles". Wang Yun believes that with the continuous improvement of supporting infrastructure such as charging and replacing electricity, the consumption of new energy vehicles is expected to maintain a rapid development trend and help the transportation sector achieve the "double carbon" goal.

　　"The vehicles have little noise and basically no shaking, and the interior is fully equipped with new seats, air conditioners, fire equipment, etc., which is very comfortable," said Zhang Xiaohong, a villager in Chuntao Town, Yujiang District, Yingtan City, Jiangxi Province. In recent years, Yujiang has continuously improved the service facilities of new energy buses to facilitate the travel of the masses. "Now, we have put in a total of 30 new energy buses to provide more convenient, safe, comfortable and environmentally friendly bus services for people to travel," said the relevant person in charge of Yujiang Passenger Station.

　　The "14th Five-Year" Development Plan for Comprehensive Transportation Services issued by the Ministry of Transport proposes that by 2025, the proportion of new energy vehicles in urban public transportation, taxis, and urban logistics distribution will reach 72%, 35%, and 20% respectively. Wang Yun suggested that efforts should be made to promote the application of new energy vehicles for electricity exchange mode pilots, in-depth activities of various new energy vehicles to the countryside, and encourage car companies to develop and promote new energy models that are suitable for the travel needs of rural residents, of high quality and low price, and advanced and applicable.

　　Digital technology is deeply empowering

　　Utilize intelligent technology, innovate incentive mechanisms, improve travel sharing rates, and stimulate residents’ willingness to travel green

　　"My friends and I often take a ride together, which can effectively reduce carbon emissions." Qu Yuanxin, a student at Hebei University, believes that in the context of increasingly intelligent and shared travel methods, Internet travel service platforms can contribute more to environmental protection, energy saving and reducing traffic pressure.

　　According to the "Zero Carbon Travel" Research Report released by Didi Travel, 98.12% of the respondents are willing to guide the people around them to practice green and low-carbon. Li Jinlong, co-founder and vice president of Didi Travel, said that smart travel businesses such as Hitch should increase model innovation and technology empowerment, and promote the formation of green travel methods that combine mutual assistance travel and commercial travel.

　　In September last year, the Environmental Development Center of the Ministry of Ecology and Environment and the Central Joint Certification Center released the "Shared Cycling Pollution Reduction and Carbon Reduction Report", which shows that in the past five years, Meituan bicycle and motorcycle users have reduced carbon dioxide emissions by 1.187 million tons, which is equivalent to reducing the carbon dioxide emissions of 270,000 private cars for one year.

　　In recent years, transportation services have become more convenient and intelligent, technological application innovation has been active, and the level of digitalization, networking and intelligence in the industry has been continuously improved. Some local governments and enterprises have joined forces to use intelligent technologies to innovate incentive mechanisms to stimulate residents’ willingness to travel green.

　　In September 2020, the Beijing Municipal Transportation Commission, Beijing Municipal Ecological Environment Bureau and Autonavi Map jointly launched the "MaaS Travel, Green City" campaign. As of March 23 this year, the number of users participating in the campaign on the Autonavi Map APP exceeded 1 million. "We will further rely on digital technology innovation to enrich the connotation of carbon inclusion, continue to expand the scope of carbon inclusion incentives, and make people’s green travel experience better," said Liu Zhenfei, president of Autonavi Group.

　　"When you leave, turn on the Autonavi map to ride the navigation, ride one kilometer to the subway station, and walk 500 meters to the destination after getting off the subway. You can get about 5kg of carbon emission reduction energy for the whole process. The accumulated carbon emission reduction energy can be used not only for participating in public welfare activities, but also for redeeming gifts such as public transportation coupons and shopping vouchers," said Zhang Ling, a Beijing resident.

　　Wang Yun said that relying on digital technologies such as the Internet, big data, and artificial intelligence, intelligent and shared travel methods have entered people’s lives, which will help to significantly reduce traffic pollution emissions. In the future, we must further adhere to the concept of intensive development, innovate travel models, deepen technology empowerment, improve travel sharing rates, optimize urban transportation capacity, and help traffic travel save energy and reduce emissions.

After a huge loss of 6 billion in three years, Ding Dong bought vegetables and went public ＂bleeding＂. Is the final battle of community group buying coming？

Wen | Kan Jian Finance

After half a year’s silence, community group buying enterprises began to impact the capital market.

According to media reports, on the night of June 9, Ding Dong, one of the domestic community group buying giants, submitted the application documents for IPO listing to the US Securities and Exchange Commission, with a maximum fundraising amount of 100 million US dollars, which means that the "first share of community group buying" is about to be born.

As a community group buying enterprise established only four years ago, the listing of Ding Dong’s grocery shopping undoubtedly started the first shot of the impact of community group buying on the capital market, but judging from the data in the prospectus, the huge losses behind it made people worry about its future.

In four years, from the "dark horse" counterattack to listing.

Speaking of Ding Dong buying vegetables, you have to mention one person-Liang Changlin, the founder of the company.

Unlike most Internet entrepreneurs, Liang Changlin was a soldier before starting a business. After being admitted to the National University of Defense Technology at the age of 18, Liang Changlin has been serving as a soldier in the army. It was not until he was discharged from the army in 2002 that Liang Changlin began his entrepreneurial career.

From this point of view, Liang Changlin is somewhat similar to Ren Zhengfei, the founder of Huawei, who also started his business after retiring from the army.

Ding Dong’s grocery shopping was established when Liang Changlin started his business for the third time. Before that, Liang Changlin worked as a software and a community app. In 2005, the "mother-baby community-Yaya. com" was founded by Liang Changlin, and the first two ventures not only saved the first bucket of money for him, but also accumulated rich experience.

After reselling Yaya.com to Good Future Group in 2016, in April 2017, the community group buying business was officially launched.

At this time, the competition in the community group buying industry has been extremely fierce. Box Horse Fresh, which is backed by Alibaba, has been established for a long time and has a lot of capital support, and fresh supermarkets like Yonghui Supermarket are fighting. It is not easy for Ding Dong to buy food without much background to occupy a seat.

However, Liang Changlin saw the shortcoming of community group buying at that time-the delivery time was too long.

At that time, most of the community group purchases were "the next day". If you want to buy food, you must place an order the day before. No matter the freshness of the dishes or the convenience of buying food, it is not high. In view of this shortcoming, Liang Changlin adopted a brand-new mode-pre-warehouse mode, that is, directly mining through the place of origin, establishing pre-warehouses in various places to radiate the surrounding 3 km area, and users can deliver goods to their homes soon after placing orders with their mobile phones. This mode is also called "tap water mode".

It is with this model that Ding Dong soon opened the market and became a dark horse in the community group buying industry.

At the beginning of 2017, there were only 12 pre-warehouses for buying food, and the service targets were limited to Shanghai residents; However, in 2021, four years later, there were nearly 1,000 pre-warehouses for Ding Dong’s grocery shopping, and the number of users nationwide exceeded 30 million. In the end, Ding Dong, who fought back all the way, submitted an application in the near future and is expected to become the "first group purchase in the community" in China.

Double revenue, huge losses, Ding Dong buy food AB side.

Being able to stand out from numerous community group purchases, the pre-warehouse mode of Ding Dong grocery shopping can be said to be indispensable.

According to the information in the prospectus, since its establishment, the revenue of Ding Dong’s grocery shopping has been expanding continuously. In 2020, its revenue reached 11.336 billion yuan, an increase of 192% compared with that in 2019. In the first quarter of 2021, the revenue of Ding Dong’s grocery shopping reached 3.802 billion yuan, the GMV (transaction amount) reached 4.304 billion yuan, the total order was 69.7 million, and the average number of trading users reached 6.9 million.

Judging from the revenue data, the mode of buying food in front of the warehouse has undoubtedly been recognized by consumers.

However, although this model allows it to quickly open the market and occupy a place in the highly competitive community group buying industry, the disadvantages behind it also make Ding Dong heavily in debt.

As the "magic weapon" for Ding-Dong to win the grocery shopping, although the pre-warehouse model has brought consumers a good consumption experience, its disadvantages such as high investment and uncertain income every day are also very obvious.

Unlike "Next Day Delivery", because it is not clear how many orders will be generated every day, more dishes need to be prepared in the front warehouse where Ding Dong buys vegetables, which will undoubtedly cause a lot of losses; In addition, due to the need for timely delivery, Ding Dong needs to configure a large number of pre-warehouses, which in turn makes the loss continue to increase.

It is precisely because of these drawbacks that Box Horse stopped the pre-warehouse mode in March last year. "There are problems in traffic, gross profit competitiveness and daily loss." Hou Yi, CEO of Box Horse, even pointed out that "the front position is a false proposition".

According to the data in the prospectus, in the first quarter of 2021, the net loss of Ding Dong’s grocery shopping was about 1.385 billion yuan; Prior to this, in 2020 and 2019, Ding Dong lost 3.177 billion yuan and 1.873 billion yuan respectively. In other words, in less than three years, Ding Dong lost 6.434 billion in buying vegetables.

Competition is intensifying, and listing is only the beginning of the journey.

Last year’s epidemic made community group buying a hot potato in the capital market, and the giants rushed into the community group buying industry. However, with the tightening of supervision, after entering 2021, community group buying began to slowly cool down.

However, with Ding Dong buying vegetables and submitting the listing application, the 2.0 war of community group buying may start at any time.

From the current point of view, although the revenue has exceeded 100 times, Ding Dong does not have much advantage in the community group buying industry. Because there is no Internet giant as a backer, Ding Dong does not have its own traffic, and it still needs to rely on external advertisements and high internal subsidies to attract users.

In addition, although it is expected to become the "first share of community group buying", Ding Dong’s grocery shopping has not opened much gap with other community group buying enterprises.

According to media reports, group buying enterprises in the head community have developed rapidly in the past two years. For example, at the beginning of this year, the Ten Clubs of fresh old players in the community covered 220 cities, and the daily order volume exceeded 15 million. The daily orders for buying more vegetables and choosing orange hearts all exceeded 10 million pieces, and the peak daily orders for the US Mission reached 27 million pieces.

From this point of view, Ding Dong’s listing in the United States is just the beginning of the journey. In order to survive and become a leader in the highly competitive community group buying industry, Ding Dong still has a long way to go.