RT Sales % 2021
2021 by brand PC RT sales volume( from Manufactory to channel) ：
**国产品牌前三名的中策、玲珑和赛轮，**从2017 到 2021 年，国产品牌尤其是玲珑和中策在乘用车替换胎占比显著提升， 2022 年在疫情影响下，这个趋势正在加速。
玲珑，中策，赛轮—一方面推动业务转型，但同时面临着净利润率下降的问题。
其中涉及到 RTM 的部分：
- 玲珑：Aggressively expanded RT channel to 30k by 2021 and ****transfer regional wholesalers to logistics and inventory service provider
(good progres in RTM, Linglong mentioned they benchmark is Michelin)
- 赛轮：Launched the “Factory WS Channel Integration” initiative 产销一体化 战略 in 2021 to improve capacity utilization & SC efficiency
(Sailun already build DV with dealer, so they solved credit issue)
- 中策：Launched self owned sales franchiser brand and slightly explore non tire business,
leveraging digital tools to enable terminal stores and C end sales (1. volume very high, distribution network very complicated, 2. launch digital tool to wholesaler and retailer, penertration very low,maybe interested)
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💡 -DGM
-dig details
- on-site survey
- value compare: big brand Vs small brand
- Nancy (Roc team)
- leverage internal resource
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可能去调研的企业
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💡 Tips:
- 接触一些目前很痛苦的企业，他们的动力会比较大
- SCaaS 能否帮品牌方创造价值？对于小品牌来说，最直接的价值是：在销量不损失的情况下，利润可以增加。
- 服务费的结构如何设置比较合理？
米其林的服务商大概在 41- 43 元左右的服务费，41（service Fee）-26（SC）=15（profit）
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