差异化竞争不“内卷” 叮咚买菜发布“4G”战略

Core Viewpoint - Dingdong Maicai has officially launched its "4G" strategy, focusing on differentiated competition in the family dining scene to avoid industry homogenization [2] Group 1: 4G Strategy - The "4G" strategy emphasizes "Good Users, Good Products, Good Services, Good Mindset" as the core development approach [2] - The company aims to excel in the dimensions of "More, Fast, Good, and Cost-effective," with a particular focus on delivering "Good" [2] Group 2: Product Development and Supply Chain - Dingdong Maicai is adopting a strategy of "narrow and deep," focusing on the fresh food supply chain and replacing mainstream traffic and platform thinking [2] - The company has eliminated over 4,000 mediocre products in the past six months, with the proportion of good products (SKU) now reaching 40% [2] Group 3: Investment in Supply Chain - The company is investing in upstream supply chain initiatives, including establishing black pig breeding bases and digital fishing warehouses to enhance fresh food supply chain control [3] - In the health food market, Dingdong Maicai has seen significant growth in sales of low GI products, with sales rising from under 1 million yuan in the first half of 2023 to nearly 60 million yuan in the same period this year [3] Group 4: Digital Transformation - The platform's digital capabilities are continuously upgrading, achieving cost reduction and efficiency improvement across the supply chain [3] - The "Smart Brain" powered by AI is facilitating precise management and assisting in the intelligent lifecycle management of products [3]