The latest report of Analysys shows that the “Matthew effect” of the aftermarket has accelerated. The company has a unique show on
. On March 22, a third-party consulting firm, Yi Guan Qian Fan, released the “Digital Upgrade of the E-commerce Industry in the Aftermarket” report. The report shows that in the second half of 2018, the capital is aimed at “stocks”; the competition era is once again laid out, and the industry leader is favored by Internet giants. At the same time, the industry’s stronger “stronger than the “Matthew effect””, the leading platform represented by the way to raise the car is not only in the month of life, “狠甩”, peers, is also accelerating the construction of the supply chain system, promoting Online and offline linkage services. Togo maintains a stable ride “The top spot” The Analysys report shows that as of December 2018, the number of active e-commerce users in the aftermarket was 5.804 million, and the market structure gradually stabilized. From the perspective of industry companies, as of December 2018, the monthly active users of Togo maintained a total of 4.272 million, a year-on-year increase of 23%, continue to occupy the first position in the rankings, Le Chebang and Chexiangjia are second with 233,000 and 200,000 respectively. Third place. It is worth noting that, in terms of growth rate, the company has already left its peers far behind: at the end of 2017, the life of the Tigers has surpassed the second place by 9 times. By the end of 2018, the gap has been pulled. 18 times. In addition, as one of the indicators to measure the user activity of the e-commerce platform in the after-market market, the company has also been far ahead in terms of the number of starts: As of December 2018, the company has maintained a leading position with 28,100,000 starts. Le Chebang and Chexiangjia ranked second and third in the industry with 1.83 million times and 1.796 million starts. With the solid leading position of the industry, the company has attracted a new round of investment and financing by the Internet giant. In September last year, the company announced that it had completed a new round of financing of US$450 million led by Tencent, Carlyle Capital and Sequoia Capital. Analysys believes that the Internet giant will enter the aftermarket to take advantage of its platform and big data technology to enable offline stores to promote the digital upgrade of the supply end of the automotive aftermarket. The industry will accelerate the elimination of the tail players. The quality of the accessories is uneven, and the price is opaque is a long-standing problem in the automotive aftermarket. In this regard, the company is aiming at genuine manufacturers and strengthening the supply chain to solve the pain points of this industry. By cooperating with the manufacturers of the zero parts, the maintenance of the e-commerce platform will effectively reduce the circulation cost and provide authentic licensed guarantee. In the third quarter of 2018, Togo announced that it has cooperated with Bosch Intelligent Technology and Mike Yingfu to integrate Bosch In-Vehicle Electronics and Mike EF Child Safety Seat into the Touareg Genuine Supply Chain System to provide users with diversified products. Choose and convenient, standardized offline installation services. In addition, the company will also help the online product recommendation intelligence and the offline store service to be personalized based on data on car maintenance behavior data and consumption preferences accumulated by platform users. Analysys believes that the rich and perfect genuine supply chain system in the future is still one of the core competitiveness of the maintenance and e-commerce platform. The maintenance of customer data accumulated by e-commerce will also help component manufacturers optimize product design and achieve precise marketing. The aftermarket of the automobile is a heavy asset field. The e-commerce platform featuring light assets has entered the general encounter with “unacceptable”, while the players who see the potential of heavy assets “moat” have laid out offline stores. For example, through the continuous maintenance of the offline layout, as of the end of last year, the company has more than 13,000 cooperative installation stores and more than 900 workshops, and its service capacity covers 405 cities in 31 provinces, autonomous regions and municipalities. Throughout the second half of 2018, the entry of Internet giants is one of the salient features. Analysys predict that the industry will accelerate the elimination of tail players in the future. The layout of offline stores and supply chain construction are still the focus of the after-sales e-commerce business.