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特朗普发疯,永辉渡劫
36氪· 2025-05-02 09:08
Core Viewpoint - Yonghui is accelerating its supply chain capabilities to adapt to the changing market dynamics and improve its operational efficiency, particularly in response to external pressures from trade policies and competition [3][5][48]. Group 1: Key Individuals Impacting Yonghui - Yu Donglai has significantly increased Yonghui's visibility and customer traffic, contributing to a doubling of both stock price and market capitalization [4]. - Ye Guofu, as the largest shareholder, invested 6.27 billion RMB to support Yonghui's transformation during a period of financial distress, with a debt ratio reaching 88.6% [4]. - The changes in U.S. tariff policies under Trump have prompted many foreign trade companies to seek domestic partnerships, benefiting Yonghui as it optimizes its supply chain [4][5]. Group 2: Market Dynamics and Yonghui's Response - The increase in import tariffs has led many foreign trade businesses to pivot towards domestic sales, with major retailers like Yonghui actively integrating foreign products into their offerings [7][8]. - Yonghui has established a green channel for rapid product onboarding, receiving over 500 cooperation inquiries from foreign trade companies within a short period [16][19]. - The collaboration with foreign suppliers has allowed Yonghui to expand its product range and attract more customers, enhancing its market reputation [14][16]. Group 3: Supply Chain Transformation - Yonghui is undergoing a three-phase reform process: adjusting to the "Fat Donglai" model, optimizing store operations, and deepening supply chain innovation [21][23]. - The company has successfully completed the first two phases, with 31 stores reformed to increase customer traffic and revenue, despite a 14% decline in overall revenue due to store closures [25][26]. - Yonghui's supply chain strategy includes direct sourcing from manufacturers, eliminating middlemen, and aiming for a 40% share of private label products by 2025 [30][43]. Group 4: Future Outlook and Challenges - Yonghui's ambitious goal to reduce reliance on the "Fat Donglai" model and enhance its own supply chain capabilities reflects a strategic shift towards self-sufficiency [43][44]. - The company is investing in central factory construction to improve standardization and product quality, which is essential for long-term competitiveness [43][44]. - The success of Yonghui's transformation will depend on its execution capabilities and the ability to sustain improvements in supply chain efficiency [45][48].
鑫闻界|一吨吨大姜,数千名小二,私域电商发力……外贸多维破局
Qi Lu Wan Bao· 2025-04-22 09:30
齐鲁晚报·齐鲁壹点 王赟 "内外贸一体化"是今春一股劲风,一场物的大迁徙由此生发,随之而动的还有人的大迁徙,平台的大迁 徙,破局势在必得。 一吨吨大姜,数千名小二,AI小语种翻译,私域电商发力……都是这段时间以来许多中小外贸企业和 平台共同经历的一个缩影。 大润发的"大姜"火了,鳕鱼片在路上 "昨天卖断货了,紧急补的。"4月22日,大润发华北区历下店超市一楼,齐鲁晚报·齐鲁壹点记者看到店 总李增淇正在"网红姜"堆边忙碌,单位上挂着"外贸优品中华行"的牌子,生姜售价为4.98元/500g。 4月15日,大润发超市上架了首款"外贸生姜",这是其启动"外贸优品进商超"专项扶持计划以来正式上 架的首款生鲜商品。该款生姜来自青岛力泰农产品有限公司,该公司是一家专注生姜出口的企业,其产 品主要销往美国及东南亚市场。近期,受国际市场环境影响,面临库存积压的难题。 "除了生姜外,我们已对接多家出口转内销企业,一款鳕鱼片近期上架,也是山东的供应商。"4月22 日,大润发华北区总经理朱立新在接受齐鲁晚报·齐鲁壹点记者采访时表示,目前"外贸优品中国行"计 划正在稳步推进, 大润发官网已增设中国外贸企业绿色报名通道,并成立专项小组委 ...
一天卖出1.56吨!大润发“外贸生姜”火了
Sou Hu Cai Jing· 2025-04-17 22:09
Core Viewpoint - Domestic supermarkets are actively promoting the sale of foreign trade products to support foreign trade enterprises amid international market challenges, with Dazhonghua Supermarket launching its first "foreign trade ginger" as part of a special support plan [1][8]. Group 1: Sales Performance - On the first day of sales, the ginger's volume in the North China region increased sixfold compared to the average daily sales, reaching 1.2 tons, and sales rose to 1.56 tons the following day, indicating strong consumer demand for foreign trade products [1][5]. - The ginger is priced at 4.98 yuan per 500g, and the product has been well-received by consumers, with many actively inquiring about and purchasing it [5][9]. Group 2: Supply Chain and Product Sourcing - The ginger is sourced from Qingdao Litai Agricultural Products Co., Ltd., which specializes in ginger exports primarily to the US and Southeast Asia, currently facing inventory challenges with approximately 1,000 tons valued at over 8 million yuan [8][12]. - Dazhonghua completed the qualification review, product quality control, and supply chain communication within 48 hours, signing an initial order of about 6.6 tons of ginger for distribution in 52 stores across cities like Beijing, Tianjin, and Jinan [8][12]. Group 3: Strategic Initiatives - The "Foreign Trade Quality Products China Tour" initiative aims to introduce high-quality international standard products to consumers while alleviating challenges faced by foreign trade enterprises, with 77 companies already registered across various categories [12][13]. - Dazhonghua emphasizes that the introduction of foreign trade products will not negatively impact existing suppliers but will foster healthy competition and enhance supply chain diversity [12][13]. Group 4: Future Plans - The initiative is not merely about price reductions but focuses on "quality at a reasonable price," benefiting consumers with international quality products while providing foreign enterprises with market access [13]. - Dazhonghua plans to continue expanding this initiative, with additional foreign trade products, such as cod fillets, expected to be launched soon [13].