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Inventory: Are Major Brands Accelerating Their Layout in Unmanned Retail, a Prediction of the Market or a Defense of Their Brands?
According to Kantar Retail, when per capita GDP reaches $10,000, consumer demand for vending machines will explode. AC Nielsen also predicts that in the coming years, the Chinese market will add 50,000 to 100,000 vending machines annually, and 350 million people in coastal cities will use them regularly. A research report by China Investment Securities last October showed that the number of vending machines in China grew from 62,000 in 2006 to about 200,000 in 2016. If the growth rate of vending machine ownership in China is 25% from 2017 to 2020, the number is expected to reach 1.54 million by 2020, with a market space of 51 billion yuan from 2017 to 2020. Among these, the rapid development of brand-specific vending machines by FMCG brands has provided strong impetus for the industry's explosion.
张卓The Logic Behind Alibaba's 1.2 Billion Investment in Youbo, the First Unmanned Retail Stock | Deep Dive
Recently, Youbo Online, a NEEQ-listed company, announced that it signed an investment intention agreement with Shanghai Yunxin (a wholly-owned subsidiary of Ant Financial under Alibaba) on November 19, 2018. According to the agreement, Shanghai Yunxin intends to invest a total of 1.2 billion RMB in the company through a capital increase, with the investment price set at 9.5 RMB per share. Undoubtedly, this is a significant event for the smart vending machine and unmanned retail industry.
张卓