Lo nyaka ngunyaka omkhulu weshishini lezinto, kunye nokhuphiswano oluvuthayo kunye neeflegi zemfazwe zibhabha:
NgoJuni, i-J & T intetho ingenise amaxwebhu ayo okudweliswa kwiHong Kong Anisetions etshintshiselwano; Ngo-Agasti, sf Express (002352.SZ) ifake isicelo soluhlu lwesibini kwiHong Kong Stoptions NgoSeptemba, uKayiao walingenisa amaxwebhu ayo odweliso kwiHong Kong Stoptions.
I-Giants i-Inricals isebenza, ibonakala ilungele ukuqala umjikelo omtsha wemfazwe.
Kukho i-backdrop ebalulekileyo koku: Kuba izithintelo zebhulukhwe zaphakanyiswa kwisiqingatha sokuqala sonyaka, ixabiso kwipakeji nganye kuzo zonke iinkampani ze-Courier inciphile. I-Shentong Express (002468.SZ), ebone ukwehla okukhulu, yaphosa ixabiso kwi-8.2% kwi-2,35 yuan, iphawula ukuqala komjikelo omtsha wexabiso.
Nditsho ne- JD.com (JD.O, 09618.HK), eyayisoloko ibeka njengenkonzo ephezulu, yahlisela umbundu wendlela yokuhambisa simahla ukusuka kwi-99 yuan ukuya kwi-59 yuan okokuqala.
Ngaba lo mjikelo wokhuphiswano nje ngokutshintsha iimfazwe zangaphambili?
Kumphezulu, yimfazwe yamaxabiso, kodwa eneneni, kukhuphiswano lwehlabathi.
Ukuxoxa ngokubonakalayo kwe-China kuya kubandakanya ukhuseleko.
Okwangoku, i-akhawunti ye-e-copcages ye-e-Courserce ye-Akhawunti engaphezulu kwe-80% yemitha yephakheji yephakheji, kwaye inqanaba lokukhula kwentengiso ye-E-Commer Reail likhawuleza kakhulu kunelo ntengiso iyonke.
Emva kwayo yonke inkampani ekhulayo ye-E Vakalisa.
Ngokwemodeli yeshishini, iinkampani ezintathu ze-E-Commerce ze-E-Commerics ziyahluka kakhulu: I-JD yezinto ezisebenza ngokuthe ngqo, uKaiao ngokuyintloko usebenza njengeplastikhi, kwaye i-J & T isebenzise imodeli ye-franchise.
Nangona uKayinao wayekhe wathi ibingazibandakanyi iinkonzo zekhuriya, ukusuka kuDaniao ukuya kwi-Caniao ngokuthe ngqo kwaye ngoku i-Kainaiao Express, indima yeenkonzo zekhuriya ngaphakathi kweCaiayo ziye zasibaluleka ngakumbi.
Okwangoku, i-Kaiaiao Eveza izikhundla zekhuriya zekhuriya, ndinceda ishishini le-AliBaba (i-TMAl Supermarket) yokufezekisa iinkonzo zexesha elizayo, ibeka i-JD.
Omnye umahluko omkhulu phakathi kweenkampani ezintathu zeshishini labo laphesheya.
I-Kaineiao ivelisa i-47% yengeniso yengeniso yamazwe, kubandakanya iimpahla zaseTshayina ezithunyelwe kwelinye ilizwe kwaye zaphesheya iimpahla ezingeniswayo. Inkampani yeyona ndawo inkulu ye-e-commercces ye-e-commerdistics ehlabathini.
UKayiao uvelaphi i-46% yengeniso yengeniso yasekhaya, kunye nengeniso ye-30 yeebhiliyoni yuan kunyaka-mali we-2022 yonyaka wezemali (unyaka wezemali kaCaiayo uphela ngo-Matshi), okwesithathu kwi-E-Commer kwi-E-Commerceng Commment Commment Commment Arges.
I-J & T Express ivela eMzantsi-mpuma yeAsia, esekwe ngo-2015, kwaye yangena kwimakethi yaseTshayina ngo-2020 ngaphandle kwamathandabuzo. Kwiminyaka nje emithathu, ifikelela kwinqanaba le-28.3 lezigidi le-Yuan kwimarike yaseTshayina, ngesabelo sentengiso se-10.9% ngevolumu yephakheji, okuqala kwesithandathu.
Kunyaka ophelileyo, i-J & T ivele ingeniso yengeniso ye-16.4 yezigidigidi ysuan ukusuka mpuma mpuma yeAsia, inika ingxelo nge-33% yengeniso yazo iyonke.
Nangona izinto ze-JD zisebenzisa ubukho bamanye amazwe, isebenza ikakhulu eTshayina.
Ayisiyonto nje ye-E-Commerce kuphela, kodwa intetho ye-SF ingene nemakethi yase-Asia eMzantsi Afrika ngo-2021 ngokufumana izinto zeKerry. Okwangoku, yinkokeli phakathi kweenkampani ezibanzi zezakhiwo ezikwimpuma ye-Asia. Eyona njongo iphambili yalo mjikelo wokuxhasa ngemali kwi-Hong Kong itshintshiselwano lwe-hong kong kukhulisa izakhono zamanye amazwe kunye nokuwela kwimida.
Kuyabonakala ukuba iinkampani ezifuna inkxaso-mali kulo mjikelo zinenqanaba elithile leshishini laphesheya. Imfazwe yamaxabiso yindawo kuphela; Eyona nto sele ihambile kukhuphiswano lwehlabathi.
Ukhuphiswano kumgangatho ngokubanzi kunye nenzuzo.
Kwimeko yoKhuphiswano lweHlabathi, imakethi yaseTshayina ngokungathandabuzekiyo ibalulekile, kodwa iinkampani akufuneki zivalelwe kwi-inzuzo kunye nelahleko yesixeko esinye. Ekugqibeleni, yonke le ihla kukhuphiswano kwinqanaba ngokubanzi kunye nenzuzo.
Phakathi kweenkampani ezintathu ze-E-Commerce Logo, iindawo ze-JD zihlala zezona zinto zinkulu ze-137.4 bhiliyoni yuan kunyaka-mali we-202.8 we-YUAAN.
Zombini izinto ze-JD kunye ne-J & T ivele zenze ukuba ukufunyanwa kwabafundi kwiminyaka yakutshanje.
Izinto ze-JD zifumene i-Kuayie Express ngo-Agasti 2020 kunye ne-Wrentenististics Logistics (603056.sh) ngoJulayi kunyaka ophelileyo.
I-J & T ichaza izinto ezifunyenwe kumazantsi mpuma ye-Asia ukusuka ngoJuni ukuya ku-Agasti 2021, i-Expresp Expressity ngoMeyi kulo nyaka, lolona hlobo lwe-SF expres.
Ngokwendlela yokukhula kwendalo yedwa, uKaiao ugqitha kwi-LD ye-JD kulo nyaka, kunye nenqanaba lokukhula kwe-LD ye-JD eqhubekayo ukwehla.
Ukususela ekubeni unyaka-mali kaKayinao ayisiyo yonyaka wekhalenda, usebenzisa idatha kwisiqingatha sokuqala sonyaka, inqanaba lokukhula kwe-Cuiao lingama-24,7%, ukhawuleze kakhulu kwi-LD Logistics '5.9%.
I-J & T Express, eyayingena kwimarike yasekhaya ikwisithuba, ibonakalise ukugcwalisa amaqondo okukhula kumanqanaba ayo okuqala, kunye nenqanaba lokukhula kwe-organic le-28.2% kwisiqingatha sokuqala salo nyaka (kwi-RMB gama).
Ngokwenzuzo yenzuzo, umda we-Kaineiao uphezulu ngaphezu kwezinto ze-JD, kunye nomda osebenzayo osebenzayo ubonise imeko ecacileyo ye-2023, ngelixa izinto ze-JD zisekho ilahleko.
I-J & T I-Expressign's Gross Grobn iguqukele kuphela kwisiqingatha sokuqala salo nyaka, ngelahleko enkulu, kunye nokulungiswa kwenzuzo yenzuzo yenzuzo ye-19.9% kunyaka ophelileyo.
Izinto ezichongiweyo zomfundi owaziwayo zamva nje zeJD ze-JD azinayo idatha elungileyo yezemali.
I-LD LOGTIS: Ukuchuma ngenxa ye-JD, esokolayo ngenxa ye-JD
U-Liu Qiangdong ukhe wathi, "Kwixa elizayo, kunokubakho kuphela iinkampani ezimbini zekhuriya ezisindayo kwishishini lezinto zasekhaya, enye yi-jod, kwaye enye yi-SF."
Le ngxelo ichanekile.
Ngelo xesha, i-AliBaba ayizange ibandakanye iinkonzo zekhuriya, kunye neenkampani ezifana ne-SF kunye ne-SF expres kunye ne-TongDDACHACH yayingakhuphisana ne-JD okanye i-SF. Nangona kunjalo, isilinganiselo esiziphetheyo sika-Ibhabha sikhula sikhulu, kwaye uPindiodo wavela.
Iinkampani ze-E-Commerce Five kwinqanaba elithile lophuhliso, kufuneka zomeleze ulawulo malunga necandelo lezinto. Izinto ezilawulwa kakuhle zinciphisa iindleko, ukuphucula umgangatho wenkonzo, kunye nokukhuthaza uphuhliso lweshishini, ngoko ukondla ii-odolo ezingasemva.
Kule njongo, akunakwenzeka ukuba kungalindelekanga ukuba ezona zinto zine ntlobo ze-e-geries-jebbae, i-AliBaba, iPindido, kunye neDouyin-iya kunceda amashishini abo omnye komnye akhula.
Izinto ze-JD ziphuhliswe ngenkxaso ye-JD. Kunyaka ophelileyo, iipesenti ezingama-74 zendleko zokuzaliseka kuka-JD zinegalelo kwimpahla ye-JD, umda ophezulu.
Nangona kunjalo, ngenxa yobunzima bayo bokukhula, i-JD ayinakubonelela ngenkxaso engaphezulu kwi-JD.
Kunyaka ophelileyo, iimveliso ze-elektroniki zika-JD kunye nezixhobo zasekhaya zikhule ngama-4.7%, iimfuno zemihla ngemihla zikhule nge-8.1%, zombini zibetha ii-lows ezininzi zonyaka.
Kwisiqingatha sokuqala salo nyaka, izinga lokukhula kweemveliso ze-elektroniki kunye nezixhobo zasekhaya zaphinda zaza zaza zaphinda zaza zaza zaza neepesenti ezi-5.5, ngelixa izinto eziyimfuneko zemihla ngemihla zibona ukukhula okungalunganga, ukuncipha konyaka odibeneyo.
Kunyaka ophelileyo kunye nesiqingatha sokuqala salo nyaka, ingeniso ye-JD ye-JD kwi-JD ikhule nge-5.9% kwaye ihla nge-2.4%, ngokulandelelana.
Ukusuka kwimbono yoqoqosho lwesikali, izinto ze-JD kufuneka zandise abathengi bangaphandle bangaphandle.
I-LD LO LD ihlule abathengi bayo kwiindidi ezintathu: Iqela le-JD, abathengi abadibeneyo bangaphandle, kunye nabanye abathengi bangaphandle.
Umahluko ophambili phakathi kwezi zinto zimbini kukuba isikhonkwane esidityanisiweyo sibonelela ngeenkonzo ezigcweleyo ngokunyanzeliswa kwamaxabiso, ngelixa inkampani ibonelela ngeemveliso ezisemgangathweni ezinjengekhuriya zangaphandle, apho kuyinto yokufumana le nto uyihlawulayo.
Ukusukela ngo-2019, inqanaba lokukhula kwabathengi bangaphandle liphelile kakhulu ukuba abathengi abadibeneyo boNxibelelwano bangaphandle, bebonisa ukuba imizamo yeNkampani yokwandisa okuyimpumelelo.
Ngaphaya koko, amaqonga anjengeDouyin noKuaishou ngowe "abanye bangaphandle," othetha ukuthini i-JD zibanika kuphela iimveliso ezisemgangathweni, kwaye zikhuphisana neplasm, abanye kwiqonga elinye.
NgoJulayi ophelileyo, ukufunyanwa kwezinto eziphakathi kwezolovisi ezifakwe kwabanye abathengi abaninzi.
Ngenxa yoko, ngaphandle kokuba ube yinkampani yesibini yengingqi yengingqi, izixhobo ze-JD zisanomtya obalulekileyo we-SF kwaye ayinakufezekisa ingeniso ezinzileyo njenge-SF.
I-Liu Qiangdong ichaze impembelelo ye-e-Commerce kwiinkampani ze-logics. Izinto ze-JD azisindanga kwinqanaba le-e-corkorce. Kungatsho ukuba iyaphumelela ngenxa ye-JD kunye nezabalazo ngenxa ye-JD.
Ukuya kwiHlabathi: J & T Express kunye neCaiao
Njengoko bekutshiwo ngaphambili, umxholo ophambili walo mjikelo wokhuphiswano lwenkampani yekhuriya luyaya kwihlabathi liphela.
Oku kungekuphela ngenxa yokuba iimarike zaphesheya zinika amandla okukhula okukhulu kodwa ngenxa yokuba idatha yenzuzo kwezi ntengiso zibhetele.
Ukuthatha i-J & T ivakalayo njengomzekelo, ixabiso ngalinye kwimarike yase-Asiya iphantse yangamaxesha amathathu ukuba i-china, kunye nomda ophezulu ukuya kuthi ga kwi-20% kunyaka ophelileyo, ophezulu kune-SF. Le yintembelo emva kwe-J & T ibuyela kwimarike yasekhaya.
Nangona uKayinao akazange achaze umda we-Gross kunye nengeniso nganye kwicandelo leshishini, ukubala kubonisa ukuba ingeniso ephakathi yeshishini igqithile kwikota yokuqala yonyaka wokuqala we-2023, kwaye ibinyuka unyaka nonyaka . Ngokwahlukileyo, ingeniso ephakathi kwi-odolo yezinto zokusebenza zasekhaya ingaphantsi kwe-15 yuan kwaye ngokuthe ngcembe iyancipha.
Indawo yokucinga yeshishini lemida yomda likhulu kakhulu.
Ngokwethanga lephakheji, uKaiao yeyona inkulu ye-E-Commerce Logistic, iMakhi yokuqala kwi-Chinese yokuthumela ngaphandle kwaye ingenisa izinto ze-e-commerce. I-Kaineiao ikwanesona sixhobo sikhulu se-E-Commerce Warehouse Warehouse yeHlabathi.
Iinkampani ezintathu zaseTshayina kwishumi eliphezulu: Ixesha loKhuphiswano lweHlabathi lifikile
Izixhobo nguMzi-mveliso wamandulo, ukuvela kwindlela yasekuqaleni kunye nezithuthi zamanzi ukuya emva kololiwe kunye nezothutho lomoya, kwaye kutshanje ekuzingeniseni kwedolophu kunye ne-chain yokuhamba kwangoko.
Ngokubanzi, iinkampani zaseTshayina ziyimizi-mveliso. Phakathi kweenkampani eziphezulu zehlabathi eziphezulu zehlabathi, ngaphandle kweenkampani zaseTshayina, zonke zihlawulwe kumazwe aphuhlileyo njenge-US, iJamani, eJapan naseFrance.
Iinkampani ezintathu zaseTshayina eziphezulu zeshumi i-SF ichaza (eyesine), ukwenza izinto ze-JD (okwesihlanu), kunye ne-cianiao (yeshumi). Ukuqwalaselwa kophuhliso olukhawulezileyo lweShishini le-E-Commerce ye-e China kunye nokuxinana okuphantsi kumzi mveliso wezinto, iinkampani zaseTshayina zisenokuba namandla amakhulu.
Oku kusenokwenzeka ukuba kutheni i-j & T ivest inyanzelisa ukubuyela kwimarike yaseTshayina.
Ngamanqanaba amakhulu afezekisiweyo, ukukhula kwe-Ecurch ye-E-Commerce, ukhuphiswano lwezinto zaseTshayina, ukhuphiswano lwehlabathi luyeyona nto iphambili yomjikelo omtsha wokhuphiswano.
Ukulandela lo mza wophuhliso lwe-E-Commerce, i-China ibone ukunyuka kweenkampani ezininzi ze-logistics, ezinjenge-JD LOGTIS, CAIAOO, NE-X & T Express.
Ukusukela ekuqaleni kwalo nyaka, umjikelo omtsha weemfazwe zekhuriya uqalile, ngeenkampani zezinto ezifaka isicelo sezemali zemakethi yesitokhwe enye emva kwenye.
Nangona kunjalo, ngokunzulu, imfazwe yamaxabiso yindawo kuphela; Eyona njongo iphambili yokuxhasa ngemali kukuya kwihlabathi liphela, lowona mxholo uphambili walo mjikelo wokhuphiswano.
Ngenxa yokutshintsha kuka-AliBaba ukuze isebenze kunye nokunyuka kwe-pindiodo, ezi nkampani ziye zagxila kulawulo lwecandelo lezinto. Uqikelelo lukaLiu Qiangdong lokuba kuya kubakho iinkampani ezimbini zempahla kuphela eTshayina.
Ukunyuka ngokukhawuleza kwe-Douyin E-Commerce kuqhubeke ukongeza izinto eziguquguqukayo kwimveliso yelogistics.
Kule nkqubo yokutshintsha, ukwenza izinto zeJD, okwakuqala ukufumana ithuba lokuqala, kuye kwanyanzelwa kukukhula komzali ocothayo kunye nokhuphiswano lwe-SF kunye nabanye, kukhokelela ekukhuleni kancinci kunye nengeniso engazinzanga.
UKayiao noJ & T bave, kwelinye icala, baxhamle kwindalo enkulu yeenkampani zabo kwaye baphuhlise ngokukhawuleza amashishini e-Ogistinas, ebonisa ukuba amathuba amakhulu e-Ogistice sisenokuba namandla amakhulu.
IXESHA LOKUQALA: UJUL-29-2024