The single season lost 10 billion, after the anti-monopoly, the US Group ushered in "to the dark moment"

November 26th,MissionReleased the 20th quarter of 2021 showed that the company achieved revenue of 48.83 billion yuan, an increase of 37.9% year-on-year;The net loss was 9.99 billion yuan, and the single quarter loss was high in three years.

After the bleak performance was released, the US group stock price fell 7% on November 29.

If the US group stock price has fallen by 45% in the year, the market value is 1.3 trillion Hong Kong dollars.

Why is the US Mission continue to lose, after the anti-monopoly investigation landing, what will the takeaway giant will go?


From the perspective of financial report, the cause of the US group loss is mainly fromThe growth rate of the main business such as takeaway slows down, and the new business is losing.

The company’s growth rate is amazing. It is only a group purchase website for 10 years. After 10 years, it is already a trillion giant, a bus, cars, fresh, wine, webmark, bicycle, etc.

As a three-pole, the core of China’s Internet is still takeaway.

The third quarterly report shows that the revenue of the catering takeaway is 26.48 billion yuan, and the total collection is more than 50%.The total year-on-year increase of this takeaway business increased by 28% year-on-year. This growth rate is 116.8% in the first quarter of this year. It can be said that it is a cliff falling.

In addition, a net profit of 880 million yuan was achieved in the third quarter, an increase of 14% year-on-year, 64.1% smaller than the second quarter.

Contributing 26.48 billion yuan, only 880 million yuan, the net profit is only 3.3%, overall, the US Troupled takeaway business is quite equalAnd still the first performance of the market share.

Before and after 2015, the US Mission and Hungry, the market share basically five-five, and later the US group share all the way, and the 2019 Q1 its takeaway market has been as high as 64.6%, far exceeding all peers.

Wang Xing was explained at the US Group Performance Conference. And may continue until the first few quarters next year. "

Simple understanding, the core takeaway business in the next few quarters is still a micro-profit state, and supports a higher valuation.

In addition to takeaway, the US Mission has two major businesses – the US group is preferred, the US group buys the new business, and the new business in the Meng Shi purchase, and to the store, the hotel and the tourist sector, the two responsible for burning money, one responsible Size profit.

The third quarter shows that the hotel has exceeded 8.62 billion yuan, net profit was 3.8 billion yuan, and the maximum profit was contributed at least revenue.

In contrast, the new business loss is huge. The third quarterly report shows that the new business sector revenue is 13.72 billion yuan, an increase of 66.7% year-on-year, and has become the second largest revenue from the US group. However, the loss of loss is significantly expanded, and the net loss of plates reaches 10.91 billion yuan, an expanded 437.5% year-on-year.

In the new business loss, the "US Mission" of the community group purchase is also the big head, among which infrastructure such as warehousing and logistics is important.

It can be seen that after the community group purchase station, the Internet giants, including the US group, Jingdong, and drops, and the losses of this investment may not be returned.

In mid-November, the General Administration of Market Supervision issued a document, and the major Internet platform companies have entered the community group purchase market, the rules are not perfect, the order is unreasonable, and the operation is not legal, including the undermation of the current supply chain industry, low Price dumping disrupted the market price order, and squeezed the employment space of small duty owners, small traders and other groups, affecting social stability.

From the perspective of regulatory wording, the probabilities of this matter of community group purchase should be suppressed. After all, I influence the rice bowl of small traders, just like live goods to grab the solid store goods.

Under the principle of common prosperity, these so-called wind ports must be cooled, so the new business sector of the US group will continue.


Throughout 2021, the most influencing of the US group or the anti-monopoly investigation.

In April this year, the Market Supervision State Administration’s investigation of the US Mission implemented the "two choices" and other suspected monopoly behavior.

On October 8, the investigation boots landed. The State Market Supervision Administration is a fine of 3,442 billion yuan in its $ 3442 billion, a penalty for a penalty, a penalty.

In addition to huge fines, the State Market Supervision Administration also filed 15 rectification opinions to the US group, including canceling "two choices", "protecting consumer personal information and privacy" according to law, "guaranteeing labor income for takeaway delivery, perfect takeaway delivery Social Security, etc.

The US Mission takeaway single quarter operating profit rate is only 3.3%, which is the profit of the merchant, the rider sides extruded.

For example, the merchants have risen to 22% from the most beginning of 5%, and finally forced the Guangdong Catering Service Industry Association, a paper red head document "shouting" US group, who has a maximum of 26% of its commissions, forcing the exclusive cooperation of commercial households.

The rider is also very severe, August 8, 2020, a "take-away rider, sleepy in the system" article brush screen, the article pointed out that the turtlefaction is strive for the delivery time, the rider has to compete for the second and risks, causing Safety hidden dangers such as speeding, violations.

The takeaway rider described his career: send a takeaway is running with the dead god, and the traffic police are more energetic, and the red light is friends …

According to the rectification opinions of the US Mission, the future can neither force the "two choices", but also guarantee the rider income and social security.If these two are implemented, the US Town Takeaway Segment is estimated to dry back to the loss era.

That’s right, the US Trojan takes for the essence or labor-intensive industries, but only shaped the Internet coat, and the anti-monopoly is slightly restricted.

In the common prosperity, the country should prevent capital disorderly expansion, the Internet anti-monopoly will become a normal state, and the excess profit will not be, the unreasonable distribution will also correct, the future is no longer flow, it is inevitable to be technological innovation.

Therefore, the US Group has increased by 60% year-on-year in the third quarter, reaching 4.7 billion yuan, an increase in the increase of 38% of the revenue.Focus on supply chain logistics, super brain dispatching system, drone delivery.

Takeaway growth, new business is deeply lost, coupled with anti-monopoly high pressure, future US group research and development can land, promote performance into new growth, we will wait and see!

Scientists who left BAT, was snapped by VC

Observing the bodies of these scientists in BAT, almost clear, have a computer professional background and abroad experience, and the professor or researcher of the famous school is standard, academic attainments, or technically excellent skills. These scientists have the ability or potential to convert scientific research results into commercial kinetility, so the Internet’s large factory does not rush to compete for talents. For example, the vice president of Ants, AI chief scientist is in front of the ants, is the deputy professor of the University of Pudi University, Ali In order to dig, the paint is far from 5-10 times the original salary. In addition to the rich salary, the resources given by the Internet Factory are also a temptation that cannot be resistant: byte beating is specifically established in the AI ??laboratory and the artificial intelligence laboratory, Baidu Research Institute’s cognitive computing laboratory, Silicon Valley artificial intelligence A series of technical platforms such as laboratory, large data laboratory, robot and automatic driving laboratory, which gives the stage that "the world" scientists play. Alibaba Humper has begun to build a leading technology research center in all over the world, covering quantum computing, machine learning, and machinery intelligence,, financial technology and other industries. Tencent Ai Lab computer vision, speech recognition, natural language processing, machine learning also gives Make aieverywhere this vision is very imagined. It is not denying high salary and rich resources. These are the reasons for excavation of these scientists. More importantly, these scientists have high autonomy in the Internet, can accelerate their research results. For the Internet major factory, scientists’ joys can support the strength of the company and speed up the product iteration. Ma Weiti served as the vice president and the Director and the Director of the Organic Intelligence Laboratory, the AI ??strength of the Physical Intelligence Labs; the paint is returned to the country for the vice president of Alibaba, 2015 created and led the antiques of the artificial intelligence team; Wu Weida was Baidu in 2014 Appointment as a chief scientist, it is comprehensive responsible for Baidu Research Institute, especially Baidu Brain plans … The Internet is giving them a territory of their scientific research. These scientists are not expensive, and efforts have made technology to serve the industry more efficiently. Second, the BAT, was snapped by VC, although many "Internet players" regard BAT as the highest point of career, but for scientists in the top of many radiopes, BAT may be just a springboard in their lives, even a short-lived The experience, "get it, you can’t stay" becoming the normal state of BAT scientists. Children’s Day, six years ago, gain a master’s degree in physics in Chicago, and the Ph.D. in Standard’s Ph.D. leaving the California Mountain View, sitting on China’s flight. He has worked in IBM, Google, returned to China, waiting for him to be the position of "Alibaba Cloud’s Artificial Intelligent Scientist". After entering the job, Mili is responsible for incubation of various artificial intelligence applications, from there is no formal data incubator team, from the initial road signal light optimization system to the later ET city brain, ET industrial brain, ET agricultural brain, 闵 万 万 立"Khan Music". However, in four years, Yanyi has made a good relationship with Ali Cloud with a "mountain scene". Jia Jiaya has left Tencent, founded the application innovation of Science and Technology, focusing on deep learning and computer vision and other technology, and completed $ 200 million in B round finance in June this year. Another Ph.D., artificial intelligence expert, internationally renowned machine learning expert Yu Kai also waved sweat in Baidu, Yu Kai’s good at the field of speech recognition, computer vision, etc. The deputy dean of the hospital, served as senior director responsible for Baidu pictures search products, and the team he led three times won the "Baidu Most Award". After 3 years after Baidu, Yu Kai or the departure from Baidu. Not only that, Baidu Chief Scientist Wu Weida also left from Baidu, because the high-rise of the Baidu Research Institute is frequent, Baidu is also called "artificial intelligent Huangpu Military Academy". Tencent also can’t escape the destiny of "scientists." International well-known scholars in the field of machine learning and big data analysis, Zhang Jieguan, the State University of New Jersey, Joined Baidu Deep Studies Research Institute in 2013, and joined Tencent in March 2017, as AI LAB Director. But after Tencent two years later, Zhang Yun left again, and selected to return to the academic circle and continued academic research in the field of AI. Zhang Yong, Yu Wanli, Yu Kai, Zhu Sheng fire, Ren Xiaofeng … These BATs of the scientists digging back, but they have not been able to stay in the big factory. In BAT, due to the direction and demand of technology research and development at all phases of the company, the direction of the company’s talent retainer will be transferred, which is uncontrollability. At this time, there may be contradictory conflicts in the development direction of the scientist itself. When the conflict cannot be properly adjusted, the departure will become an inevitable choice. For scientists, whether it is the maximum value of their own value, or the maximization of wealth value, entrepreneurship is a best way. After all, their famous school graduated, adequate people, and it is not as good as a "advanced work". The fact is that most of the scientists from Bat have embarked on the road of entrepreneurship. Yu Kai has created a horizon robot after leaving Baidu. This company is an embedded artificial intelligent core technology and system-level solution provider. The main business is to install "brain" for terminal equipment such as automatic driving, smart cameras. As of 10 June 20, 2021, the skyline robot has experienced 13 rounds of financing, and in nearly half a year, the horizon robot has been investing 7 rounds, with a total of at least 1.2 billion US dollars, strong enhancement capacity. Wuanta, who is the same as Baidu "away", has also selected entrepreneurship. Wu Yida’s Woebot has announced $ 90 million B round in July this year. After the financing of this round, the total amount of Woebot Health Health reached 114 million US dollars. The financing party includes Jazz Venture Partners, Temasek, Belles, OWL Ventures, etc. After leaving Ali, Mi Wanli led a venture capital fund, focusing on the surrounding of traditional industries.With intelligent cloud technology and capital injection blessing "two in one" Combined energized. According to media reports, titanium, Min Wan founded the VC fund raising has been put in place, the first phase of about $ 800 million. BAT exodus of scientists from the creation of the company is highly favored capital "darling", the amount of financing is also very impressive. Third, the "wisdom of the brain," the next leg of the "Science and technology are primary productive forces" era, this group of cutting-edge technology to master the most high-profile scientists, they are these enterprises as "smart brain" sophisticated people go, it means resources, capital, talent will bring together where. Careful inventory of scientists who flow away from BAT, in addition to their own businesses bend into the Council, is to return to academia, with his years of academic heritage to return to academia, watering a new generation of scientific and technological personnel, one personally promote research change. After beating Ma Weiying, vice president resigned byte position, followed his leadership in the old Microsoft Research Asia, Ya-Qin Zhang, adding intelligent Industrial Research Institute of Tsinghua University, engaged in personnel training and scientific research related work; paint far away from Alibaba after the entry Fudan University, served as Fudan Dean of innovation and industrial Research Institute of artificial Intelligence University; former executive vice president of Microsoft’s global Shum also last year as a part-time professor of Tsinghua University joined the Institute for Advanced, and for computer vision, computer graphics recruit doctoral students. Moment, artificial intelligence has been to promote industrial upgrading, the overall productivity jumped drive force as early as 2017, Kai-fu Lee said Innovation Works CEO on the future of artificial intelligence will replace 50% of working people. The "2020 China Artificial Intelligence industry White Paper" also shows that China within five years of artificial intelligence market size is expected to more than 400 billion yuan. And "new consumer" different "cultural" industries, AI industry is a technology-driven industry, this industry is not an ordinary entrepreneur roots in 2035 is not getting started, but the fate of entrepreneurial scientists can play a leading role in the integration and now all applications AI industry will need technical talent, a great gap in the market. It can be said, it is now scientific entrepreneurship is the best time ever, do artificial intelligence, big data this group of people, are also eagerly longing come from technology to specific application scenarios. From the industry perspective, the, AI core business is the AI ??scientists. But the domestic business environment is still conservative think research needs quiet, and entrepreneurs need to move. Liu also said that "scientific ideas and the company’s operations are very different, some scientists are not good at managing." China recently Jingwei Zhang Ying, a founding managing partner of "research-based recommendations to the nine founders of" scraper, text middle the problems scientists face of entrepreneurship: scientific or technical background in the field of their professional authority, profound technology accumulation, but also often because out of business relatively late age compared to the mobile Internet entrepreneur, founder of relatively larger; also because of science, strong technology-oriented, character is relatively easy to cure, easy-line thinking, more difficult to accept new matter; scientists tend to be forward thinking, like to think from a technical line of products form, but the market needs is often reverse thinking, according to business needs to go retrogression technical match. BAT exodus from scientists frequently get the favor of capital, the fundamental reason is that this is related to a "cost" of multiple choice questions. VC decide whether to invest in a company, will predict the value of this start-up companies, in this dimension, the most important thing is whether a company has in line with future trends of technology and products, although AI technology landed long, but wins in the foreground wide . Scientists from the Internet giant exodus, not only the real deal of technology, knowledge and experience more commercial aspects of both science and technology talent at ease, but also entrepreneurs know how flexible mind, there is an unusual entrepreneur not available contacts resources, these are their most valuable point. In recent years, AI has long been as good as 2015 venture so hot, in the case freeze the market environment, each began to tighten the purse strings, also shot more cautious. In comparison, those who voted through the "money someone brains" of BAT scientists combat, obviously have a greater chance of winning, but also more cost-effective choice. Technology determines the length of life of the enterprise business, the Internet giant behind the competition for scientists, in fact, is fighting to build technical barriers weights, and these manufacturers are attracted to scientists in recent years frequently away from home, perhaps the business and personal career pursue not fit, maybe not well compatible with academic and commercial, but for whatever reason, can not deny the fact: they always stand in the forefront of the industry, it is a group of people who touch the future.

Rizhao Open Area: Doing a big high-tech enterprise "reservoir"

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Live Sunshine November 30, persistence, adhere to the cultivation and service, and the Rizhao Economic Development Zone will establish a high-tech enterprise reserve famous book, and optimize tracking services to enterprise classification, and implement the number of high-tech enterprises’ declaration, continue to do high-tech. Technical Enterprise "Reservoir".

In Rizhao Longyuan Intelligent Technology Co., Ltd., 10 3D printing equipment open horsepower production, the company mainly engaged in industrial 3D printing equipment technology development and services.

Wang Jian, Officer of Rizhao Longyuan Intelligent Technology Co., Ltd., currently, their 3DP (3D printing) equipment speed is about 11.5 seconds, which has reached the international leading position. In China, it is also a number of two in the peers.

Not only is the 3D printing speed ranks first in the country, but also the level of mold intensity to achieve the level of casting parts. Since this year, the company’s main business income has doubled from the same period last year, and successfully filed a new R & D institution in Rizhao City.

Wang Jian told reporters that every step of the development of enterprises has a tracking service of the Japanese-opening area service commissioner, and has given personalization assistance in high-tech enterprise training, corporate economic development.

Today, a group of high-tech enterprises with strong innovative genes and competitiveness like Longyuan Intelligence Technology have been continuously agglomerated in Rizhao. In recent years, the number of small and medium-sized enterprises in the region, the number of high-tech enterprises have maintained more than 30%, covering biomedicine, advanced manufacturing and automation, new energy and energy saving.

The Secretary of the Party Committee and Secretary of the Economic Development Bureau of the Rizhao Department, Director (and) Mao Xin introduced that in the process of organizing the declaration, they found that many companies had insufficient experience, so they set up a high-tech enterprise to promote special working groups, Corporate conduct a one-to-one service, guiding support enterprises to actively cooperate with colleges and scientific research institutes, and jointly develop core technologies with independent intellectual property rights.

With the full launch of school-enterprise cooperation, Rizhao Economic Development Zone Enterprises have jointly cooperated with more than 20 hospitals in the process of Chinese Academy of Sciences, Xi’an Jiaotong University, Harbin Institute of Technology, and cooperation in collaboration to promote more than 30 scientific and technological achievements. In the first three quarters of this year, there were 48 high-tech enterprises in Rizhao Economic Development Zone, and the number of declarations increased by 92% from last year. (Rizhao Radio, TV station

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