Text/Hong Xiaochun
A fire broke out in the Tmall CEO’s backyard, the character of Taiwan’s Little King collapsed, Dangdang.com seized the title of coup, and Baidu’s vice president was suspected of corruption... Summer has not yet arrived, and the developed network information has already released the necessary "melon" to relieve the summer heat in advance. "It's arranged. Some netizens jokingly said: During the recent period, I have been like a turtle jumping up and down in the melon field.
Time flies, and it’s time to discuss hot topics in the industry every week. I wonder what new industry news everyone paid attention to last week besides being busy eating melons? Without further ado, let’s get down to business with Mr. Zhongtao!
Hot spot one: Another building materials market has closed down!
Terminal tile dealers are in trouble.
Highlights:
Not long after work resumed in 2020, Zhengzhou Zhongzhou Building Materials Market issued a demolition notice without warning, forcing more than 200 merchants to Relocation, those who have not moved out after April 15th will not be refunded the rent. Coincidentally, Nanchang Ouyada Xujiafang Store notified merchants to resume work The next day (February 23), it was announced that the business would be closed on March 31, and merchants were restricted to move out before April 7. Overdue items would be considered abandoned; on April 12, Chongqing Ouyada Jiangbei Store also issued a store closure notice - it will cease operations on May 31, 2020;
Since Changsha Juranzhijia Jinyuan Store announced that it will cease operations on May 31, there is another large local home building materials store There is a problem with store operations. On the morning of April 22, the operating headquarters of Red Star Macalline in Changsha encountered hundreds of merchants blocking the door to defend their rights. According to insiders, the mall management was operating at a loss and the property developer was unable to make a profit, resulting in disputes. The mall is currently unable to continue operating; and The merchants at Changsha Red Star Macalline Ningxiang Store signed the contract but did not get it. The rent has been paid but they cannot open their doors for business. , had no choice but to write a joint letter to ask the local government for help.
Since the beginning of the year, nearly five large-scale building materials markets have closed down due to various reasons, which truly reflects the harsh living environment of physical stores. Nowadays, all walks of life are talking about surplus, and surplus in the building materials market is no longer new. More stores may collapse in the future; in this regard, terminal dealers are suffering. Word.
Opinion:
Zhou Hong, a Changsha Van Gogh tile dealer:I moved out of the shopping mall three years ago and opened an independent shop on the street, which is free and clean. And the location of the current store is also good (around Wanjiali Road, past Xiyingmen to the south, Wanjiali to the east, and Ouyada opposite). The area is 4 times larger than the original shopping mall (Wanjiali), and the rent is But it is much cheaper (today it is 400 square meters, 20,000/month)I regret coming out too late.
Changsha ceramic tile dealer Chen Fangyi:The rights protection incident of merchants is also based on the impact of this year'sepidemic. All owners are currently in the Difficulty in capital turnover and low passenger flow, resulting insuper pressure.
Suzhou ceramic tile dealer Huang Yunbao: Due to the epidemic, the decoration of the exhibition halls of the new stores that were planned to enter last year were postponed, and other brands that entered the store have also not entered the store for decoration. When it comes to opening new storesthis year, we may still have to be conservative and not suitable for expansion.
Hot spot 2: “Daddy Ma” finally takes action on offline physical stores!
Can Giant Crocodile’s new retail layout save terminal stores?
Highlights:
On April 21, Fusenmei Home Furnishing released a new retail strategy to prepare for online home furnishing brands and Internet celebrity brands. A 30,000-square-meter offline scene experience center; a few days ago, Alibaba’s home decoration brand “Lianping” and the home furnishing giant Sixth Space jointly opened the “Zhimajia·Binjiang Sixth Space Store”, Lianping Home Living Store, which uses the same online and offline store Inventory creates an immersive experience for consumers; going back further, this layout also includes the new retail dark horse of offline experience centers built in various cities - Lam's Wood Industry……
The purpose of building an integrated online and offline home experience center is to fully integrate offline scenarios, traffic, user operation capabilities and brand operations, build a digital operation management platform, achieve seamless online and offline connections, and enable "customer acquisition" -Conversion-Retention-Promotion-Fission" links are simpler and smoother. But weContinuing from the previous discussion on the closing of terminal stores, this time the e-commerce giant Alibaba has taken action against offline physical stores, which is a "rebirth" for building materials and home furnishing stores. ” opportunity, or is it just “spending money in vain”?
Opinion:
Liu Han, founder of Lingchuang Vision Culture Communication Co., Ltd.: Lyping has been planning for a long time and is cooperating with Sanweijia. Last year, it opened an offline experience store in Qingdao. Alibaba wants to enter the big industry of home building materials, but consumers have no consumption habits, so they build it online and offline together. At present, they The biggest problem is traffic diversion, that is, how to turn the inaccurate C-side traffic of the Alibaba platform into accurate traffic and then guide it offline. User verticality is the biggest problem. However, I am generally not optimistic about creating content on the platform myself. JD.com and Alibaba are completely different models and genes. Jack Ma used to look down on JD.com’s e-commerce business, but Alibaba itself ended up doing a combination of online and offline. My personal view is that I am cautiously optimistic. . This is a reshuffle of the entire industry, a reshuffle from self-employed to group-based, and from brand owners to raw material suppliers.
A passer-by in the construction and ceramics industry: I’m afraid that Dad Ma won’t revive the terminal store and will destroy the dealer first.
Hot topic three: In addition to giving out coupons, Foshan also gives money to companies? !
What is the significance of the subsidy policy to ceramic companies?
Highlights:
On April 22, the Foshan Municipal Bureau of Industry and Information Technology issued a notice on the "Work Plan for Reducing Enterprise Electricity and Gas Costs in 2019", Policy subsidies will be provided for the new electricity consumption of industrial enterprises above designated size, the legal use of pipeline natural gas by industrial enterprises, and the basic electricity charges for the transformer capacity of large industrial enterprises.
Among them, for qualified industrial enterprises above designated size, in terms of electricity consumption, a subsidy of 0.08 yuan per kilowatt-hour will be provided based on the new electricity consumption in 2019 (year-on-year growth), and a subsidy of 10,000 yuan will be provided if it is less than 10,000 yuan. Subsidy, the maximum subsidy amount for each enterprise shall not exceed 2 million yuan; For gas consumption A subsidy of 0.10 yuan per cubic meter of natural gas will be provided, and the maximum subsidy amount for each enterprise shall not exceed 3 million yuan; Transformers In terms of capacity basic electricity charges, subsidies will be provided based on the proportion of the total basic electricity charges paid by the enterprise in 2019, which shall not exceed 12%. If the total basic electricity charges paid by the enterprise in 2019 are less than 10,000 yuan, the subsidy will be 10,000 yuan. The maximum subsidy amount for each enterprise shall not exceed 2 million yuan. The total subsidy fund shall not exceed 200 million yuan.
For the above three subsidy applications, enterprises can confirm information and declare funds on Foshan Support Network from the time the announcement is released. It is confirmed that the declaration period is 45 natural days. Failure to declare within the deadline will be deemed to have been abandoned. So what does this preferential policy mean to ceramic companies?
Opinion:
Building Ceramic Industry Passerby B: If ceramic companies can enjoy preferential policies, it will only be useful to companies that still have production lines in Foshan, but How many ceramic companies still have production lines in Foshan today? Enterprises with existing production lines hope that the government will provide support not only for these electricity and gas issues; but for these ceramic enterprises that have extremely friendly relations with the Foshan government, it is estimated that the government does not want them to collapse. , we must provide all kinds of "help" no matter what.
Passenger C in the construction and ceramics industry: To enjoy these subsidies, there is still a certain threshold for the production scale of the company. Large companies such as Shuncheng, Oceano, and Mona Lisa can get it almost every year, andFoshan still has so many small and medium-sized enterprises in urgent need of support, and they are not so lucky. The policy is a good policy, but thinking from the perspective of the Ministry of Industry and Information Technology is still different from thinking from the perspective of the beneficiary enterprises. This is similar to the issuance of consumer coupons in Foshan. Are those who set several alarm clocks to grab coupons so active because Foshan has policies to benefit the people? No, it's because of poverty.
Hot Topic 4: How true is the ceramic tile production data in the first quarter?
It is said that this set of data almost pissed off the high-security production area...
Highlights:
Recently, some industry media obtained raw data from the National Bureau of Statistics and the China Building Materials Federation, and compiled and analyzed the output of ceramic tiles in the first quarter of this year. From January to March 2020, the national ceramic tile output was 1.689 billion square meters, a decrease of 13.67% from the same month last year; among which, the cumulative output of porcelain tiles was 1.149 billion square meters, a decrease from last year A decrease of 12.43% in the same month; the cumulative output of ceramic bricks was 540 million square meters, a decrease of 16.19% compared with the same month last year. Compared with the same period last year, the output of ceramic tiles in most provinces across the country was in negative growth in the first quarter of 2020, with only Guangxi and Gansu showing positive growth.
Source: Zhongtao Home Furnishing Network
Guangdong's Zhaoqing, Qingyuan and other places were affected by the change from coal to gas, and the resumption of work is not optimistic. According to the data, Guangdong's ceramic tile output fell by 28.55%, which seems reasonable; Guangxi's Teng County, as a key production base for leading companies, is the first quarter of Guangxi's production areas to buck the trend. The fundamental reason is 20.87%; and Gaoan, which has been singing about "booming production and sales" and "supply exceeds demand" since the beginning of the new year-Jiangxi production area actually It dropped by 16.85% and was outnumbered by Sichuan and Fujian. Why is this? People in the industry have different views on this set of data.
Opinion:
Guppy Ceramics General Manager Wu Jinbiao believes that the data from the Fujian production area is accurate and credible. He said: Although the data cannot be studied, it is This year, our battlefield is in Fujian, and it should be correct. Fujian's data is compared with Guangxi and Jiangxi, which have attracted much attention. Guangxi is because many leading ceramic companies have set up production bases there. Jiangxi still has the majority of original ceramic companies, and Fujian is also making efforts. The products it makes are developed based on space scenes and match the overall space. For products other than rock slabs, which are popular products, product sales are good. Only sales can promote production.
Ding, a passerby in the construction and ceramics industry, joked: For ceramics companies, if the data on paper can be used as food, I believe these so-called raw data will be even more outrageous. Whether it is true or false, the most important thing is to survive.
Some melon-eater: Gao'an, who said he would catch up with Foshan within 3-5 years, never expected that the two "dark horses" of Fujian and Sichuan would overtake the Jiangxi production area in just three months. Driving a thousand miles.
Here is a quote fromDr. Yin Hong's wonderful comments: "As a Foshan ceramics person, you have to be strong in your heart; as a Sichuan ceramics person, you have to be very proud in your heart. For the first time in history, the output has exceeded Guangdong Province; as a Fujian ceramics person, you may have a rich imagination. It actually threw the largest province of ceramic tiles into the ditch, a group of black 'wolf warriors' in the ceramic tile industry."
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The above are the highlights of this issue. The opinions are only personal opinions. If you have other opinions, please leave a message and comment. The next update of "Last Week's Highlights" will be in May. As Labor Day approaches, how far has your work progress bar for 2020 caught up? Please leave a message or send us a private message!
