Core Viewpoint - The "WoDian" model in Shanghai's local life service sector is under scrutiny for potential capital fraud, but its incremental dividend model shows sustainability, contingent on effective risk management in operations [1][10]. Group 1: Model Sustainability - The core of the "WoDian" model is the incremental dividend model, which currently supports over a hundred related platforms [3]. - The model features a design without bubbles, maintaining a 15% increase over 36 consecutive periods [3]. - The merchant discount portion of 40% can cover the first 36 periods of points, creating a "5 times exit" positive wave model [3][4]. Group 2: Development Challenges - The model faces challenges such as speculative behavior, with some merchants attempting to exploit the 5 times return mechanism [5]. - Certain platforms struggle due to unclear development positioning by operators, leading to blind market expansion and even manipulation of sales to create false discounts [5]. Group 3: Key Measures for Stability - To ensure the long-term stability of the "WoDian" model, two key measures are necessary: strict control over fake orders and a comprehensive control mechanism [7]. - Strict fake order control involves setting reasonable discount limits based on daily sales feedback and creating real discounts through market team efforts [9]. - A comprehensive control mechanism includes strategies tailored to different development stages to maintain the 15% growth rate and stabilize dividend frequency [9]. Group 4: Conclusion - The incremental dividend model of the "WoDian" in Shanghai is not a capital scam, as its positive wave model inherently prevents the need for the platform to "run away" [10]. - Long-term healthy development relies on strict enforcement of fake order controls and a well-structured control mechanism to prevent deviations from the model due to speculation and blind expansion [10].
解密上海 “我店” 模式:是福利还是陷阱?
Sou Hu Cai Jing·2025-07-29 03:06