Chinese Enterprises Are Imitators, Retail Will Be Unmanned Or Will Become The Future Trend.

The retail industry has suddenly become a new hot spot in China. First, Ali launched the first unmanned supermarket in China in July 8th. In July 10th, Liu Qiangdong, founder of Jingdong, published a signed article "the fourth retail revolution". In July 11th, Alibaba group announced the establishment of the "five new executive Committee", and devoted itself to building "five new" (new retail, new finance, new manufacturing, new technology, new energy).

Previously, Amazon's AmazonGo, an unmanned store, has implemented visual recognition, capturing the relationship between people and objects regularly, and omitting the payment link.

The concepts of unmanned stores, new retail and the fourth retail revolution reveal the direction of future retail pformation at different levels. Liu Qiangdong gave a very systematic explanation. He thought that the retail industry recognized three revolutions: department stores, chain stores and supermarkets. Every retail revolution was driven by two forces.

The first two forces are changes in consumption, and the second is technological upgrading.

In China, the reason for the retail revolution to rise is two points. One is that with the accumulation of technology and data, the era of Internet is coming to an end, and the age of intelligence is coming. Secondly, fierce competition among Internet companies has led to the early outbreak of the retail revolution and accelerated the upgrading of business models.

In the early days of the Internet era, Chinese enterprises were in the position of imitators. Then, with the huge single market advantage, Chinese Internet companies gradually pursued and even launched some catching up innovation. When the era of Intelligence arrived, China and the United States had been running side by side.

Chinese enterprises strive to maintain a leading position in the era of AI, so they are actively investing in R & D and artificial intelligence applications in various fields. The government also supports innovation and exploration, which is beneficial to China's economy in pition.

Competition among Chinese Internet giants has also forced them to dare to invest in new technologies, use new technologies and create new business models. Otherwise, once they are half a step in a certain field, the whole enterprise will lose the whole game, because the Internet era is fighting for speed.

For example, Alibaba is keen on new retail, mainly to consolidate its position in mobile payment and e-commerce.

Because Ali's Alipay is threatened by the WeChat payment based on social application. If Ali expands the market under the online retail market, it is bound to bind more Alipay users. Similarly, Ali's Tmall business is also greatly impacted by Jingdong. Ali's rapid growth of the department store market will weaken the growth potential of Jingdong.

Therefore, Jingdong is also committed to the "retail revolution", hoping to keep pace with Ali in the new track.

What we need to notice is that China's Internet innovation starts in the commercial field.

At the beginning of the century, China's commerce was very backward, and the cost of goods was high and the selectivity was very low, which created opportunities for e-commerce.

E-commerce has provided customers with cheaper and more commodities. It has gradually formed a huge market with hundreds of millions of users. It has been born into the network payment and has evolved into the mobile payment currently used by the whole people.

At present, China's business is still facing a huge impact in the economic pformation, and continues to be in an unstable state.

E-commerce has not only hit department stores, home appliances stores, franchised stores, etc., but also posed a threat to large supermarkets, and the convenience stores under the line are also expanding rapidly.

In this era, the consumption habits of hundreds of millions of people begin to diversify and personalize, that is, consumption upgrading. At the same time, electronic business enterprises have accumulated astronomical data. Consumption changes and technological progress have made it possible for the business sector to continue revolution, but it may not be over for the time being.

How should we view the so-called business revolution driven by capital?

The development has now entered the era of winner take all. This is because they not only have huge profits but also have the ability to invest in technology research and development on a large scale. The key is that they almost monopolize the scarce resources of market data, thus further consolidating the monopoly position.

Unlike the US Silicon Valley's upstart, they focus on upstream technology development and innovation. They are the driving force to create economic growth. Chinese Internet companies mainly use the market advantages brought by China's population scale to innovate business models in the lower reaches, which may enhance some market efficiency and facilitate the allocation of resources, but will also bring about some social problems.

Of course, some people may think that this is a creative destruction that will bring other industries.

And the promotion of efficiency.

But the fact that we need to recognize is that the essence of unmanned stores is that enterprises want to get more accurate consumer data.

When enterprises monopolize data, the upstream manufacturing industry can be controlled to a certain extent. On the other hand, the excavation of big data can also serve the precise production, customization and flexible production of manufacturing industry.

China's economic structural adjustment is improving the proportion of the service sector. However, in terms of overall efficiency, China's service industry is far lower than that of the manufacturing industry. Therefore, it is necessary to improve the efficiency of China's service industry to make the economy continue to grow, which is also the key to cross the middle-income trap.

At present, China's service industry presents a high-end service sector because of openness.

Inadequate and other reasons lead to low efficiency, while the low-end service industry has not been universally treated fairly because of over marketization, and this distortion must be changed.

Considering the relatively high proportion of the low end labor force in China's population, if large-scale artificial intelligence driven by unmanned technology may bring about employment problems, how to strike a balance between artificial intelligence and inclusive growth is a challenge.

We encourage innovation, but we must also pay attention to whether the society is harmed.

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