What are the advantages of SF hackers and what problems they may face?

Recently, there have been more and more discussions about SF hackers. As a reporter who runs retail and logistics, I also went to join in the fun and chose a SF hacker convenience store in Hangzhou to explore a thing or two. I chose a sex convenience store located in Wanjiahuacheng, Hangzhou. Interestingly, I found that many people, like me, came here to "visit" instead of real consumers.

The first feeling of seeing a "sex guest" is that it is in a good location, located at the corner of the bottom business of the community, which can be seen at a glance at the intersection, and the interior decoration is also very particular. The area is small, 30-40 square meters visually, which is equivalent to the size of ordinary convenience stores in Shanghai. But it feels strange to walk in. Seeing SF's package, I feel like a store opened by Debon, sending and receiving packages in the community. Seeing a box of eggs displayed in the counter feels like a canteen; Seeing the mobile phone products with picture sampling, you seem to have come to the Apple Experience Store.

Such a seemingly eccentric form of mashup has aroused great interest from all sides. There are many things that can be discussed. Let's start with three basic questions: What's the use of sex? Second, what does SF want, or what does Wang Wei want? Third, does this gadget really have an impact on Ma Yun?

First, what's the use of sex?

On the surface, sending and receiving express delivery is the basic function. As a physical store of express delivery company, its service function extension is normal. Today, more and more convenience stores collect express delivery (note, it is only collection), and SF's move is a step defense.

Secondly, SF's own e-commerce brand SF's preferred products can be pre-ordered in stores. It is said that some products can be tried. In the final analysis, it is actually SF's preferred offline experience store. This step is not special. Is it strategic or tactical for express delivery companies to do e-commerce? According to insiders, Wang Wei has always believed that e-commerce is not SF's own business, but only by being an e-commerce employee can we feel and understand the needs of consumers.

The key is the third thing. There is an expensive large electronic touch screen in the store, and the interface is SF Express. However, many of the goods displayed in the store are not SF, such as men's leather shoes and smart phones, which are all cooperative e-commerce brands. If customers want to know about the order, they can link to relevant websites through the touch screen to place an order.

In other words, SF is trying to develop on a platform by using its own channels or channel attributes (logistics is essentially an intermediary), and the imagination here has suddenly become bigger. Although there are still many problems in sex, it is undoubtedly very bold to take this step.

Second, what does Wang Wei want to do with sex?

This question is, of course, best answered by Wei Wang himself. But he won't say anything, so I have to try to answer instead of him.

First of all, it should be pointed out that this is not the first time that SF has been a convenience store. SF once cooperated with a convenience store company to build a version of convenience store, which I called SF 1.0 convenience store, but it was not very successful. At that time, the industry was also curious about this cross-border move. I used to have two guesses. One is a convenience store, a retail format that deeply cultivates the community, which can solve the labor cost problem of SF. Those couriers who are too old to run can accept orders in the store. Second, it is a business based on big data. Because SF, as a courier company, knows more about the consumption capacity and consumption structure of a community than e-commerce, but it has nothing to do with itself. To put it mildly, it is to hang the fish on the beam for the cat to see. To put it mildly, the eunuch is guarding a bunch of maids who the emperor didn't have time to love, but he can't do anything if he wants to go.

I'll give it to you now that I know what you like to buy and what you often buy. According to this idea, you should start to expand categories and make a platform with the help of SF, which is also the general idea. Will SF be more willing to go this way? I don't know. But I also see another possibility, that is, since I have the brand and data, why should I do it myself? This is what we see now. I will open an experience store and bring other e-commerce companies in. It is equivalent to SF using its strong reputation and data to attract investment. He wants to turn himself into the entrance of lifestyle e-commerce, and it is the entrance to landing.

Of course, we still don't know whether the category selected by e-commerce is reasonable or not, and whether the user data accumulated by SF has been applied. However, an insider who came to see the store pointed out (I'm afraid I can't disclose it) that SF's intention can be seen from the location of the hacker. He said that in Hangzhou, hackers chose not mature communities (complete commercial facilities), but emerging communities. There were no large supermarkets, convenience stores and even few grocery stores on weekends. In addition, there are many emerging communities after 8090, who are very familiar with online shopping. They generally use SF Express and are willing to try new things. From a broader perspective, hackers have not set up shop in Kyoto, Shanghai, but in Hangzhou and Nanjing, and the choice of cities to set up shops is also well-intentioned.

Third, do hackers have an impact on Ma Yun?

Many online articles joked that Ma Yun cried when he saw the hacker. Of course it's a joke. In Hangzhou, everyone will naturally think of Ma Yun, but it is not the same as everyone's expectation, and it is not the same as Ma Yun's preset. Wei Wang did get involved in the field of e-commerce in its own way. SF Express does not extend in all directions and will not help Ali Tmall. Then Wei Wang should not really want to be an e-commerce company by itself, and it is unrealistic to build a big platform. My opinion is that hackers may affect all e-commerce platforms (Tmall mode), not Ma Yun.

At the end of e-commerce, Ma Yun always felt that he could not control the key links of e-commerce supply chain, so he began to do logistics. However, Ma Yun used a method, which may be the most stable from his point of view, that is, starting from infrastructure and information flow, giving up the most complicated and professional cargo flow. So there is the rookie mode. I believe Wang Wei saw all this.

In other words, Ma Yun looked at the most unpredictable last mile distribution (landing distribution) in logistics for a long time, but he still dared not start work, so he combed back along the chain and occupied the warehousing link. He thinks that occupying the main exit is like holding the tap switch, which can jam the neck of the logistics company, but the key is that the flow of goods is out of his control. This time, Wei Wang aims at the connection point between commodity flow and consumer connection-community. Because there are many such joints, they can be solved without great investment, and we need to be very familiar with the community. We know that SF Express, which adopts direct operation, has always been a regional package, and setting up such a node is just in line with the characteristics of SF Express.

Therefore, from a big perspective, in a supply chain system, Wei Wang and Jack Ma certainly have competition. In fact, everyone has competition, but there is also the possibility of cooperation. Tell a joke, in the long river of logistics, Ma Yun and Wei Wang are: I (Ma Yun) live at the head of the Yangtze River (warehouse), Jun (Wei Wang) lives at the tail of the Yangtze River (residential area), I miss Jun every day, and I drink Yangtze River water.

Of course, there are still many problems with hackers. Many systems, such as membership system, SF member, SF preferred member, will not automatically become a member of hackers and so on. But sex is really an imaginative attempt and deserves continuous attention.