With the mature development of the logistics system, the community group-buying market in China has entered the stage of explosive growth in the post-epidemic era. In 2020, the growth rate of community group-buying market will exceed 100%, and the market size will reach 65 billion yuan. With the continuous mature development of community group-buying, many enterprises and capital are actively exploring the market and deepening the layout, and the scale of community group-buying market in China will also keep a high growth trend. It is estimated that the scale of community group-buying market in China will exceed 122 billion yuan by 2022, with a growth rate of 28.4%. Compared with traditional e-commerce, community group buying has a lighter operation mode. With the help of WeChat and other social traffic portals, it has the characteristics of easy dissemination of user community, centralized management of merchants and combination of online and offline. As the data of iiMedia Research showed, the main factors for nearly half of the users to choose the community group purchase platform are the high quality and low price of commodities and the convenience of purchasing methods. Convenient and time-saving, door-to-door delivery have also become the main advantages of community group purchase instead of offline consumption. In the future, businesses of different categories will join the industry of community group-buying. The fresh products of community group-buying has great market potential, and the improvement of "leader" operation and service level will become an important factor for the development of community group-buying.
With the rapid development of communication technology and the popularization of telecom business, China Mobile APP industry chain is gradually improved, and the growth of market is accelerated. As for the upstream, by July 2020, the amount of in-store APP in China has reached 3.57 million, and the enterprises are paying more attention to the satisfaction of user convenience as well as security experience. In the midstream, the development of APP distribution channels has undergone important changes. As the data of iiMedia Research showed, user scale of mini-program in China is expected to 830 million in 2020. And the emerging channels will have an impact on the distribution mode of traditional APP stores. On the other hand, under the tense relationship between China and United States, Huawei’s HMS ecosystem construction is expected to be benchmarked with iOS and GMS. In the future, the system has the opportunity to become a new race track for developers to compete. On the downstream side, the industry is developing in a more vertical direction in terms of application scenarios. Fields like e-commerce, entertainment, etc. give birth to more subdivided scenarios, and meet users’ needs from more dimensions. In the case of slowing down of the overall growth rate of APP users, new development opportunities are explored.
Driven by people’s increasing awareness of living standard along with the development of logistics industry, the scale of China cold chain logistics market has enlarged continually, which has reached 378 billion RMB in 2019, and is expected to reach 485 billion RMB in 2020. At the same time, the number of cold chain logistics enterprises in China has increased constantly, which has reached the number of 1832 in 2019. However, there is a problem of uneven distribution, as 32.3% of the enterprises are located in the Eastern China. So far, there are two main product lines for the application of cold chain logistics, which are food and pharmaceuticals. As the data of iiMedia Research showed, the scale of China fresh food e-commerce market transaction is expected to be over 260 billion RMB, while the market scale of China pharmaceutical logistics is expected to be 3800 billion RMB in 2020, and other new product lines are also expected to be explored in the future, so the market potential of cold chain logistics is substantial. To face with the demand exposure of delivery under the policy of stay home quarantine within the “COVID-19” period, the cold chain logistics enterprises improved their delivery efficiency and customers’ service experience by expanding their delivery network, increasing the vehicles and storage resources, as well as further the application of information technology.
According to the statistics of iiMedia Research, Chinese online fresh food platform industry keeps the sustainable development trend, market scale of that has reached 1600 billion yuan in 2019. Gone through the emergence as well as the start-up stage, online fresh food platforms primarily concentrate on centered warehouse mode and offline store mode, developing social e-business mode in sinking market at the same time. Apart from the traditional platform, Internet companies, offline hypermarkets are starting to embark on online fresh food filed. There’s no doubt that it would intensify the fierce competition, head effect comes into being. Meanwhile, though demands soar, how to maintain the supply chain management and keep the new customers grows into the key point. iiMidia consulting analyst believes that, supply chain management comes first as the fierce competition among the industry. Meanwhile, “touchless delivery”, “sharing employees”, cold chain logistics and “online streaming plus” etc. concepts which are created by the Cov-19 are about to contribute to the industry. It’s expectable that the online fresh food industry would keep the prosperity and diversity in short-term.
iiMedia Research(艾媒咨询)数据显示，新冠疫情对中国网民消费产生了较大的负面影响。仅在春节期间，中国零售与餐饮就预计将损失超10000亿元，旅游收入损失将超5000亿元，电影票房损失将超70亿元。iiMedia Research(艾媒咨询)数据显示，67.4%的受访者认为疫情对个人消费行为、观念、偏好等有所影响。适度消费、理性消费是疫情期间主流消费观念，七成网民增强对医疗卫生用品消费偏好。由于海外疫情影响，五成以上中国网民消费者表示出对国货品牌的消费偏好，疫情为国货品牌抢占市场提供了契机。
As the data of iiMedia Research showed, the novel coronavirus epidemic has a greater negative impact on the consumption of Chinese netizens.During the Spring Festival, China ’s retail and catering are predicted to lose more than RMB 1 trillion, tourism losses will exceed RMB 500 billion, and movie industry losses will exceed RMB 7 billion. As the data of iiMedia Research showed, 67.4% of Chinese netizens believe that the epidemic has an impact on their personal consumption behaviors, perceptions, and preferences. Moderate and rational consumption became the mainstream consumption concepts during the epidemic, 70% of netizens have increased their preference for medical and health products. Due to the impact of the overseas epidemic, more than 50% of Chinese netizens have expressed their preference for domestic product brands. The epidemic provides an opportunity for domestic product brands to seize the market.
2020年3月17日，全球知名的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询) 发布《2020-2021年中国后“疫”时代生鲜电商运行大数据及发展前景研究报告》。报告根据艾媒数据中心、艾媒咨询商业情报数据库、艾媒商情舆情数据监测系统基础数据，对2020年中国生鲜电商行业及其上下游产业链进行分析。并且，本研究通过对生鲜电商的八大运营模式以及各种模式的代表企业，例如美菜网、叮咚买菜、谊品生鲜、盒马鲜生、兴盛优选、中粮我买网、顺丰优选等平台进行典型案例分析，以此对生鲜电商行业的发展进行预判。艾媒咨询分析师认为，中国生鲜电商行业经历了多年的高速发展，原本已进入发展的平台期，2019年还遭遇生鲜电商的发展“寒冬”，但2020年初，受疫情影响，线上买菜刺激生鲜电商的发展，居民消费习惯逐步养成现阶段，生鲜市场的新一轮混战已然开始。
The size of China's fresh e-commerce market will maintain a stable growth of 29.2% in 2019 and is expected to reach 263.84 billion yuan by 2020. iiMedia Research believe that as the Internet giants continue to enter the fresh e-commerce, the fresh e-commerce industry has entered a bottleneck period of development due to fierce competition. The epidemic has become a recurring opportunity for fresh e-commerce providers, absorbing and cultivating a number of new users. However, it should also be noted that as the impact of the epidemic gradually subsides, fresh e-commerce providers may also face the dilemma of a sudden drop in users.
2020年2月21日，全球知名的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询) 发布《2020年中国疫情影响下的“宅经济”发展及投资逻辑分析报告》。报告根据艾媒数据中心、艾媒咨询商业情报数据库、艾媒商情舆情数据监测系统基础数据，对2020年新冠病毒影响下的中国经济发展投资逻辑进行分析，特别对疫情利好的“宅经济”以及利空行业进行深度分析，以快递行业、在线娱乐、生鲜电商、在线教育、在线医疗、在线办公等行业案例，深入探究运行模式和发展趋势。2019年，21.3%宅家网民线上消费占总消费的比例在61%以上，宅家网民对线上消费依赖程度较高；77.1%宅家网民主要通过线上渠道进行娱乐，其中最受欢迎的是影视音乐，占比48.2%。艾媒咨询分析师认为，中国“宅经济”业态早已形成，但在2020年新春新冠状病毒疫情影响下，居民防疫隔离增加了宅在家里的时间，线上消费、线上娱乐需求增加，使得“宅经济”成为当前重要的经济发展模式。
In 2019, 21.3% of home netizens' online consumption accounted for more than 61% of total consumption, and home netizens rely heavily on online consumption; 77.1% of home netizens mainly used online channels for entertainment, the most popular of which Film and television music accounted for 48.2%. iiMedia Researchh analysts believe that China's "House Economy" format has long been formed, but under the influence of the New Year coronavirus epidemic in 2020, the quarantine of residents will increase the time spent at home, and online consumption and online entertainment demand will increase "House economy" has become an important economic development model.
As the data of iiMedia Research showed, the transaction scale of fresh food market in China exceeded 2 trillion yuan in 2019, and community fresh food stores accounted for about one third of the consumers in the fresh food market in China. As the inevitable result of industrial transformation and upgrading, community fresh food stores have the competitive advantages of convenient consumption, fresh products and high degree of benefit to the people, thus winning the intensive entry of commercial capital, but also forcing traditional fresh food enterprises and some fresh electric commodity brands to accelerate the pace of innovation. China's population base is huge, which leads to the huge space to expand in the domestic fresh food market in the future, the multichannel market forces will create a very bright community fresh business trend, for example, consumers' enthusiasm for offline purchase continues to increase, and chain brands show a trend of regional fragmentation; cost reduction becomes the focus of business; increase cold-chain logistics and fresh supply chain investment, factor allocation to the upstream of the supply chain; from thinking of relying on traffic to thinking of customer operation, scene experience and precise customization are popular and so on.
iiMedia Research（艾媒咨询）数据显示，2018年中国数字经济占GDP比重达34.8%，其中服务业数字经济比重为35.9%，于2016年相比增长了6.3个百分点，在各行业中占比最高，增速最快。数字经济的蓬勃发展，推动着传统产业的改造提升，特别是生活服务行业，其数字化升级为中国经济发展增添了新动能。iiMedia Research（艾媒咨询）数据显示，预计2019年中国在线餐饮外卖市场规模达到2845.5亿元，生鲜电商市场规模达到1620.0亿元，互联网社区服务市场规模达到2316.1亿元，本地生活服务行业在数字化升级推动下，即将进入万亿元市场。而随着一二线城市本地生活服务市场竞争趋于白热化，未来下沉市场和场景拓展将成为本地生活平台竞争的焦点。
As the data of iiMedia Research showed, China digital economy accounted for 34.8% of GDP in 2018. The proportion of digital economy in service industry is 35.9% and increased by 6.3% compared with 2016, accounting for the highest proportion and fastest growth in all industries. The vigorous development of digital economy promotes the transformation and upgrading of traditional industries, especially the life service industry, whose digital upgrading has added new momentum to the economic development in China. As the data of iiMedia Research showed, it is estimated that the scale online take-out market in China will reach 284.55 billion yuan in 2019, the scale of fresh e-commerce market will reach 162.0 billion yuan, and the scale of Internet community service market is reaching 231.61 billion yuan. With the promotion of digital upgrading, the local life service industry will soon enter the trillion yuan market. With the fierce competition of the local life service market in the first and second tier cities, the sinking market and scenario expansion will become the focus of the competition of the local life service platforms in the future.
In 2018, the market size of China's fresh food e-commerce market continued to grow. The investment and financing situation of the fresh food e-commerce industry tended to be stable, and the industry market pattern was initially established. At the same time, e-commerce giants are also making efforts to enter the fresh food e-commerce industry, Ali is in line with traditional retail, and layouts new scenes. At the same time, Tencent is also cooperating with Jingdong to create a innovative fresh food e-commerce platform. The industrial chain of the fresh food industry is generally long, and the fresh food e-commerce focuses on reducing costs. At present, China's fresh food e-commerce industry has formed development models such as vertical platform, integrated platform, O2O, and innovation platform. Different models have their own advantages and disadvantages. According to iiMedia Research, the monthly penetration rate of fresh food products is less than 10%, and the fresh food e-commerce users are relatively young and have strong purchasing power. Affected by the offline store and the immediate need, the ratio of male to female is similar. At present, the fresh food e-commerce industry still faces problems such as non-standardization of products, difficulty in quality control, and high rate of product loss. In the future, as the public gradually accepts the concept of online purchase of fresh food, the market size of fresh food e-commerce will be further expanded. Introducing new technologies and models，The storage management model of fresh food products also needs to further improve. At the same time, the innovative model of online and offline integration will be further expanded, and community group purchase will become a new entry point.