口碑饿了么王磊称今年重视中低线城市,消费升级,真在三四线?
口碑饿了么宣布"三个一百万计划",要推进本地生活服务数字化,要帮助更多线下传统的商家,实现数字化,尤其是帮助中低线城市的商家,连接上互联网。2018年,很多互联网自媒体都在传,明年的市场,在三四线城市,一线大城市的人不敢花钱,反而小城市的人有更多可支配财产,现在连口碑饿了么如此宣布,是证实了这种趋势?
网传市场在三四线的依据大概是这样,中国人都有要拥有属于自己的房子的情节,父辈不稳定的童年、青年生活让他们渴望稳定,并且把这种情绪传递给下一代,小城市很多本地人,而且房价便宜,所以在没有买房的压力之下,加上消费观念转变,更敢于花钱,同时生活比较休闲,有更多的时间和心情消费。
首先我们来看一下重点理解一下消费升级这个概念,它主要是指结构的升级,简单说来就是倾向于买、能买得起更好的东西了。阿里数据显示,26-35岁这个群体,是双十一消费的主力。以前小城市的人一直在大家的印象里就是价格敏感,所以其实我们的消费主力随着时间流逝,已经悄悄换了一批人,新的这一批"26-35"岁有新的消费观念,更倾向于质量。
另外还有一个现象,就是北京、上海这2年的常住外来人口首次出现了下降,这说明大城市的吸引力在下降,国家一系列的先进城市带动后进城市、一直致力产业转移、增加工作机会的举措有了一定成效,加之互联网的发展,让工作地点选择的灵活性增强,一部分的"高消费"群体,流回中低线城市,这一批人,也是促成消费升级的重要力量。
三四线的潜力,除了消费观念改变,其实还有另外一个非常重要的原因。即使现在经常能听到说,人口红利已经的时代已经结束,现在要靠的是精细化运营,其实这种说法是不全面的,在居民生活相关的很多市场,其实还有很多很多待开发的客户。
罗振宇2018年跨年演讲《时间的朋友》里面,就有说到一个跟人口红利相关的事情,有一年跨年,他们想在春晚打个广告,结果导演告诉他,要有一亿日活的app才能在春晚打广告,否则广告播出那一秒,你的app就会崩掉,这样会砸央视招牌,后来淘宝上了这个广告位,并做好了双十一承载力几倍的准备,结果还是崩掉了,原因就是低估了看春晚的人数,高估了用淘宝的人数。
连淘宝,一个感觉普及率已经很高的,做了那么多年的app,都没想到自己还有那么多疆土待开拓,更何况其他公司,而这些待开拓的人,大多是生活在中低线城市,这个也是 "小城市大潜力"的重要原因。在这里就不得不夸一下刘强东,很早以前就开始布局小城市以及农村电商市场,能够在亏损多年的情况下仍然稳住投资人,眼光确实长远。
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