中国新零售行业研究报告

©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan2研究报告中，完整地呈现行业的过去，现在和未来。读行业，为每一个行业的报告阅读者提供值得品鉴的研究报告。©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan3研究报告零售行业云应用介绍案例分析研究报告零售行业云应用介绍案例分析零售行业介绍-中国零售行业面临的挑战和痛点分析腾讯云智慧零售解决方案天翼云新零售解决方案金山云新零售解决方案华为云智慧零售解决方案-相关案例解析©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan4多发展痛点，例如消费市场疲软和线下门店客流量锐减伸、零售渠道的拓展，运营数据的转变和服务价值的升级。201然之家等企业中运用，帮助企业解决发展痛点和实现快速关键要点4：阿里巴巴商业操作系统（ABOS）是基于技术工具的数理念和能力，拥有强大的2C和2B端的服务能力，侧重于©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan5能力范围的数据集合。台计算机上同时运行多个逻辑计算机，提高计算机的工作©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan6 8 8 9 9 9 9 10 10 10 10 11 11 11 12 21 21 23 24 26 27©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan7 27 302.6.腾讯云智慧零售解决方案介绍 32 322.8.金山云新零售解决方案介绍 33 34 34 34 34 38 41 43 45 48 50 50 51 53 54 55©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan83)零售活动不一定非在零售店铺中进行，也可以利用一些带给顾客便4)零售的顾客不限于个别的消费者，非生产性购买的社会集团也可能区别于1990~1998年的外资零售商所引入的线下连锁变革，和O2O新零售模式的变革，数字化零售通过数据©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan9©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan国零售业态的业务模式。2020年初新冠肺炎疫情爆发后求挖掘、产品生产、物流配送、商品自动识别结算等环节实现有效替代传统人©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan工。新零售不仅是渠道融合，更是线上和线下数据贯通，并依托于云计算的分布式处理、分布式数据库和云存储、虚拟化技术，云计算帮助零售商打破各个网点之间的数据孤岛，实现线上、线下数据统一汇集，形成统一的数据平台，有效提高零售企业运营效率。物联网技术是新零售实现线上线下商业闭环的关键，物联网以极低的成本将商品信息数据化，将线下零售商业行为转移到互联新零售以消费者体验为核心，形成线上线下的协同发展，通过物流将两者零售业态是新零售发展的核心理念与驱动力，消费者的消费能力不断增强以及消费需求的多样性逆向驱动零售端进行更为细致精确的消费者画像，而日趋成熟的大数据以及云计算技术也使得该商业模式成为可能。同时，消费者需求不断升级，对于商品“品质性”需求不断增强，品质性不仅体现在商品本身的品质，在配送环节对于品质的损坏也是重要影响因素。在品质和时效的双重要求下，新零售在仓储物流以及最后一公里配送方面不断内部革新，以更高效的服©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan部分企业对会员系统、进销存系统、POS系统销售方式的重视，营收增速开始落后于行业竞年同时期的9.0%。限额以上企业消费品零售总额的增长率也由2018年的5.7%©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan由于一二线城市传统商圈转移和业态模式创新和传统推广渠道效率低下等©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan坎暂时关闭了788家门店，闭店率达到93%，同比营业额下降95.7%。在疫情©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan金比例不断提高，进一步降低了商家线上业务的利润率。以美团外卖为例，从1）覆盖产业环节较多，增加供应链管理压力©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan业务板块收入，但32.54%的毛利率远低于©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan而影响了成交率。此外，在80后和90后成为消费主体的今天，消费者的消费©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan易让现有客户产生不满，不利于美家企业的稳定发展。2019和协同化的基础设施上，并依托新型供应链，实现零售活动的线上线下深度©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan健全的网络基础设施和支持性的国家政策推动着公有云在零售行业的快分，政府颁布了一系列政策推动其在零售行业的发展。例如，商云计算等技术在零售业的运用，并开展“智能门店”试©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan帮助企业应对流量增加的情况，确保系统的©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan售行业的市场份额遥遥领先其他厂商，占到50%。到16%。受益于电信公司在全国的服务网点优势和业的应用市场占比12%。随着金山云与多家零©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan改造包括建立企业专属钉钉和超级APP等，帮助企业提升内部协作效率和提©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan2-4）。腾讯云零售解决方案依靠腾讯技术，同时利用腾讯海量数据，将©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan期投资，首次建设零投入，让企业可以享有以低价格享受高技术的AI人脸识©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan李宁线下共拥有7,000多家实体门店，但直营店占到李宁门店周围的商圈，而消费者在商圈内与共享充电宝、分众传媒广告机、©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan为赢得年轻消费者的青睐，扩大消费人群，李宁对其门店进行了数字化©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan有了门店方面的数据支持，在数据中台部分，以往要通过人为进行配补阿里云后台数据通过对商品品类、市场需求等数据的挖掘与分析，帮助©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan民众的饮食消费具有时段性的特点，对于火锅类餐饮店，其就餐时长普©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan海底捞运用了阿里巴巴数据中台和业务中台的双中台理念，创立海底捞能包括排号预定、社区留言、千人千券会员权益等，并通过“私人定制配锅”©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan节，使后厨降本提效。超级APP的开设和运营为海底捞实现对不同通过一系列数字化转型措施，海底捞在其上市后的首份年报中披露了其©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan大润发是中国知名的大型连锁会员制综合超市品牌，由台湾润泰集团总年1月，已在中国大陆地区成功开设414家综合线上零售对于线下实体店冲击较大，造成一部分顾客的分流，而其细分的参与者，其大众化需求的定位及以商品为中心的经营理念，“一站式购物”©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan通过与阿里云的合作，企业成功打通了不同业务板块之间的数据链，上©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan阿里云帮助大润发对上海闸北店和杨浦店进行了数字化升级改造，不仅飞鹤线下门店经常出现分货不均的情况，一些门店销售业绩较好却存货©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan在进行数字化转型之前，飞鹤线上与线下的会员积分信息无法合并，只通过阿里云数字技术的帮助，飞鹤乳业实现了线上和线下渠道数据库的加强了对消费者和市场需求的感知力度，加强品牌的精准营通过阿里云数据中台的建设，飞鹤能将后台所有库存信息纳入系统，并©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan大量数据，飞鹤乳业的管理层能够进行更加准确可靠的决策判断。©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan它是人类文明发展史上具有杰出代表性的东亚地区史前大型聚落遗址良渚古城遗址包含分城址区、瑶山遗址区、平原低坝-山前长堤区和谷口高©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan在基于这些有效的保护和合理的资源开发之上，2019内品牌信息了解较少，无法有效实现购买率的转化和客单价的提升。新的诉求，例如个性化装修和一站式装修方案等。居然之家作为传统的美家产品卖场，缺乏与行业其他参与者的合作，导致消费者逐渐被一些互联网美家企©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan2）立体的数字化改造，实践新零售，并带给消费者全新购物体验©2020Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan