The addition of Internet giants has made unmanned retailers the culmination of capital chasing this year, and unmanned vending machines, one of the unmanned retail formats, have also received much attention. According to industry insiders, compared with unmanned stores, terminals represented by unmanned retail machines are now more mature in technology, and companies in the industrial chain are also facing investment opportunities.
Unmanned retail rise
Recently, the “unmanned noodle restaurant†appeared on the streets of Shanghai, which once again triggered public attention to unmanned retail. According to the feedback from the people who have experienced it, the “unmanned noodle restaurant†is similar to the unmanned fresh juicer. It can be used to enter the noodle making process through the mobile phone, and it takes about one minute to wait until the machine is cooked and the noodles are packed and taken away. However, due to suspected over-range operations, the “unmanned noodle restaurant†has been suspended.
It is understood that the noodles of the "unmanned noodle restaurant" is not currently on sale, but the instant noodle box preserved at -18 °C is quickly thawed and automatically poured into boiling water to make a hot noodle soup for customers. The operator of the machine is Shanghai Haojia Catering Management Co., Ltd., which has obtained a food business license to allow pre-packaged food sales (including chilled frozen food).
In fact, the new retail has already entered a period of substantial acceleration. For example, Ali has taken the lead in many new retail explorations, including Ali's offline department store (shareholding to privatization Yintai), investment offline supermarket Sanjiang Shopping 601116, stock bar, Lianhua supermarket, and Suning marriage and Bailian's comprehensive cooperation; Jingdong Cooperate with Yonghui; Ali is the wind and water of the box of Ma Shengsheng and Yonghui super species.
In fact, no one retails more than Ali. At the end of last year, e-commerce giant Amazon launched a new offline store retail concept store under the AmazonGo line. The biggest selling point is to achieve zero queuing. The traditional convenience store giant Rosen, 7-11 has also begun to try to lay out unmanned retail. "The Internet giants have laid out unmanned retail sales, which will speed up the promotion of online and offline integration of 'new retail' formats, while unmanned retail is at the forefront of the times, leading the 'new retail' era." Huatai Securities 601688, shares it Analyst Dai Kang said that the Internet giant has launched an unmanned retail store while acquiring offline stores, further accelerating online and offline integration. As one of the scenes of online and offline integration, unmanned retail is expected to become one of the important modes of “new retailâ€.
According to industry analysts, from the perspective of technology and consumption, unmanned convenience stores are already accelerating their attempts; from the perspective of capital and competition, the transformation of traditional convenience stores is urgent, and no one convenience store is brewing; from a business perspective, convenience Store operations must evolve and upgrade, and unmanned convenience stores will develop rapidly in trial and error. Compared with unmanned stores, terminals represented by unmanned retail machines are now more mature in technology.
Unmanned retail machine into focus
Although the "unmanned noodle restaurant" has been called to stop, the "Orange Orange" of the now-squeezed orange juice machine is now in the 176 cities and jurisdictions of the country, with more than 3,000 self-service terminals. The average monthly sales volume can reach 4 million cups, and the annual orange fruit throughput is 4-5 million tons. The parent company of "Angel Orange" invested heavily and recently completed a 400 million B round of financing.
According to reports, Giant has also expanded its business to other aspects. Recently, Giant has released the Vigo Tribe 24-hour unmanned shop, the Vigo Tribal Coconut Juice Station, and the Vigo Tribal Rainbow Ice Cream. These devices can be operated independently or in combination with Angel Orange for 24 hours. People store, focus on the current products.
In fact, "automatic sales" has already spread all over the world. The data shows that the ratio of vending machines to convenience stores in the United States is about 30:1; in Japan, an average of 30 people can cover a vending machine. And these smart machines come in a wide variety, including drinks (including hot and cold drinks), fast food, fresh fruits and vegetables, etc., a total of more than 2,000 models, more than 6,000 kinds of goods, can be seen in this market.
According to data from the China-Thai Securities Research Institute, at least 18 million vending machines are in operation worldwide, with sales of more than $250 billion in the entire industry, including vending machine manufacturing and operations. Vending machines have become retail growth. One of the fastest industries. As the world's largest vending market, Japan has 4.23 million vending machines, and last year only the sales of beverages was equivalent to 159.3 billion yuan.
According to the statistics of the China Department Store Business Association vending industry branch, since 2010, the domestic vending industry has grown rapidly, with an increase of about 100,000 units in five years, which is twice the amount in the past 10 years. As of the end of 2016, the number of domestic vending machines will be approximately 190,000 units, and the vending machine market will usher in a prosperous period.
CIC pointed out that at present, there are only 4 automatic vending machines in China. The number of vending machines in Japan and the United States has been maintained. With the rapid spread of mobile payment in China and the rising labor costs, China's vending machine market will maintain a high growth momentum. CIC expects that the number of vending machines in China is expected to reach 1.54 million units in 2020. According to the calculation of a single vending machine of 14,000 yuan, the market space of vending machines in China is expected to reach 51 billion yuan in 2017-2020.
Guotai Junan Research Report believes that unmanned vending machines will enter the growth stage in China, and the space is huge. "My domestic market vending machine application to the development period should be at least 500,000 units in the market, the annual production value should reach 10 billion yuan; and by the maturity period will reach 3 million units, the annual production value will reach 60 billion yuan."
Enterprises in the industrial chain face investment opportunities
The total size of China's retail industry has reached 4.5 trillion US dollars, and is growing at a rate of 10% per year. The “new retail†space is huge. The analysis believes that with the outbreak of the unmanned retail market, the corresponding upstream and downstream industrial chains will also be activated, and companies in the industrial chain will also usher in better investment opportunities.
The unmanned retail industry chain is huge. According to industry insiders, there are still many parts that have not been noticed by the market, such as the three common automatic retail machines, namely beverage vending machines, food vending machines and integrated vending machines. The compressors currently used are basically commercial compression. machine. “The biggest cost of producing an automatic retail machine is actually the commercial compressor. But the value of the compressor has not been noticed in the market.â€
According to public information, Huayi Compressed 000404, the main business (000404) is the research and development, production and sales of refrigerator compressors and commercial compressors. A person close to Huayi Compress said that the company is involved in the field of commercial compressors, but the current market share is not very large. “If we wait until the explosion of unmanned vending machines, commercial compressor products will definitely have a larger market share, which is beneficial to related companies.â€
According to the disclosure, the production and sales volume of Compressed Compressor Refrigerator in the first half of 2017 increased steadily, with a total output of 24.32 million units, an increase of 16.87% year-on-year; total sales volume reached 23.6 million units, an increase of 13.90% year-on-year, and continued to stabilize in the global refrigerator compressor industry. Ranked first, the domestic market share reached 29.63%. The operating income of the company headquarters, Jiaxi Bella, Huayi Jingzhou and Huayi Barcelona increased, especially the revenue of Huayi Jiaxi Bella (accounting for 66.03% of the company's revenue) increased by 28.95%.
With the implementation of the limited value of power consumption and energy efficiency of household refrigerators, Huayi Compressed Commercial and Inverter Compressor Projects are closely watched. In May of this year, Huayi compressed the rights issue, raised 600 million yuan, and invested a total of 810 million yuan in its own funds to invest in “efficient, variable frequency compressor intelligent industrial upgrading and supporting capacity improvement project†(507 million yuan) and “efficient, Commercial and inverter compressor research and development capacity building project (300 million yuan). The analysis generally believes that the implementation of the two projects will significantly increase the overall strength of the company.
In the first half of 2017, the company's associate company Fuji Bingshan fully realized the intelligent upgrade of vending machine products, except for the beverage machine. In the first half of 2017, the company's associate company Fuji Bingshan fully realized the intelligent upgrade of vending machine products. In addition, new types of food machines such as large food machines, coffee machines, liquor machines, and lunch boxes have been developed and mass production has begun. The world's leading vending machine intelligent manufacturing new plant was completed and put into production, and the production capacity doubled to better cope with the rapid growth of unmanned sales opportunities. "With the arrival of the vending machine boom, as an industry leader, Fuji Bingshan is expected to benefit first. Fuji Bingshan will actively interact with key customers including operators and beverage companies to seek common development."
Zhongtai Securities Research Report pointed out that China's vending machine has a low per capita occupancy rate in Japan, Europe and the United States, and has a broad market space. In recent years, domestic beverage companies have vigorously laid out vending machines, which is expected to become an important driving force for the industry to accelerate growth. Da Leng shares holds a 49% stake in Fuji Bingshan, and Fuji Bingshan accounts for more than 50% of the domestic vending machine market and is expected to benefit.
For the industrial space, CIC Securities analysis, if compared with foreign markets, the market size of vending machines is expected to exceed 50 billion yuan in 2017-2020. According to the analysis, it is assumed that vending machines are popularized in Chinese cities and towns. According to US standards, the vending machine market space will reach 5 million units, and according to Japanese standards, it can reach 12 million units corresponding to the market scale of 900-2160 billion yuan.
(Editor: Yu Zhendong HF103)
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