The epidemic that swept the world in 2020 has brought an opportunity for "savage growth" to the fresh food industry. Some leading fresh food e-commerce businesses have achieved substantial growth. JD Daojia, Daily Youxian and Dingdong Maicai are three fresh food e-commerce companies. The platform's IPO was successful.
However, the competition pattern of the country email list industry is still unspeakable. With the prosperity of community group buying, the problems of difficult storage of ingredients, high supply chain and logistics costs have been exposed, and the competition pattern of the fresh food industry has become increasingly fierce. Many emerging fresh food e-commerce companies are facing bankruptcy. The industry situation has changed from hot to cold.
This spring, repeated outbreaks have raised alarms in many parts of the country. People who were blocked and isolated at home lost the opportunity to eat out. Fresh food e-commerce companies seized the opportunity to actively provide a large number of epidemic prevention packages and promote self-prepared dishes, which is expected to usher in a new turning point.
2. PEST analysis of macro environment
The rapid sale of fresh agricultural products is an issue that the country attaches great importance to.
Since 2012, the No. 1 Central Document has repeatedly proposed "developing e-commerce and other transaction methods for agricultural products", "strengthening the construction of e-commerce platforms for agricultural products", and "supporting e-commerce, logistics and other enterprises to participate in the construction of e-commerce platforms related to agriculture", etc. .
In 2015, the "Guiding Opinions of the State Council on Actively Promoting the "Internet +" Action" was released, and "Internet + Modern Agriculture" became one of the 11 key action projects, which effectively promoted the deep integration of the Internet and agriculture, and the rise of fresh food e-commerce. is the general trend.
In September 2020, the State Council issued the "Opinions on Accelerating the Development of New Consumption with New Business and New Models", affirming the important role played by the new economy in improving the epidemic situation, and proposing to further cultivate and expand new consumer business models such as fresh food delivery. .
In July 2021, the "Administrative Specifications for E-commerce Cold Chain Logistics Distribution Service" issued by the State Administration for Market Regulation was implemented, which standardized the e-commerce cold chain logistics and distribution services and escorted the development of fresh food e-commerce.