行情 | 为什么说便利店是一个具备高成长性的“异数”？
风水轮流转，曾是零售业“冷门”的便利店，已经接棒无人店、无人货架成为零售业的新风口，正在由过去的“慢行业”变成如今的“快行业”。
中国连锁经营协会的数据，从2010年开始，连续8年时间，中国便利店销售额一直保持2位数增长。《2018中国便利店发展报告》数字显示，2017年我国便利店行业增速达23%，市场规模超过1900亿元，门店数量突破10万家。
显然，在线下零售市场，便利店是一个具备高成长性的“异数”。
据行内人士分析，便利店变快有其内在原因，大致有三方面因素：
一方面，我国便利店的市场容量为60万家，现在的规模仅为理论值的1/6，发展空间巨大，且有观点认为，我国人口密度更高，便利店实际承载量还会更高。
但另一方面，我国便利店连锁程度很低，真正实现连锁经营的不到1成，90%左右的便利店处于独立经营状态。
这在信奉“赢者通吃”“唯快不破”的互联网巨头和资本看来，是打着灯笼也难寻找的机会，这样的“风口”又怎能拱手让人？于是快速进场、大笔投资、大干快上、跑马圈地就不难理解。
一是数字化、智能化。
面对成长的压力，不少便利店企业都在加速数字化转型路径。数字化不仅让便利店更容易连接消费者，更重要的是沉淀数据，数字化的便利店，有机会由单纯的零售商变成城市的基础设施网络。
而如邻便利店采取“标品生鲜+便利店+线上运营”模式，也让便利店的运营变得更加智能。
二是主题化、特色化。
现在，“IP+便利店”成为便利店行业的一景，很多便利店开始打造有主题特色的商铺，这些商铺成为便利店实现差异化、特色化的重要途径，被打造成“吸睛利器”。
巨头的青睐、风投的追捧，看重的可能并非便利店的进销差价形成的经营利润，更大的可能性是，便利店作为最贴近消费者、高频刚需的零售业态所具备的流量与数据入口的巨大价值，是“应急消费”场景的巨大想象空间，它们角逐便利店，更大的意图可能是通过快速开店之后，形成一定的密度和规模，嫁接金融、本地生活服务等，做成类似于美团式的生活服务平台。
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