Kwisiqingatha sokuqala salo nyaka, uMeutuan waphumelela ukukhula okubalulekileyo kokusebenza, ngengeniso yokusebenza enyuka ngaphezulu kwama-30% ngonyaka, kwaye ingeniso iguqukele kwilahleko. Nangona kunjalo, inkampani ilindele inqanaba lokukhula kweshishini lokutya ukutya ukuze linciphise kwi-Q3, ngeenkcukacha ezithile sele zichaziwe.
Ngaphandle kokukhula kweNtsebenzo, uMenuan akazange abhengeze idatha ephambili yokusebenza efana nenani labasebenzisi bentengiselwano kunye nabathengisi abasebenzayo. Ngaba ziya kuchazwa kwikamva? Ukongeza, amashishini amatsha eNkampani asangena kwilahleko.
Kwimarike yesibini, intengo ye-meituan ye-meituan ithenjelwa ekuqaleni konyaka kwaye iqale ukwehla ixesha elide, okwangoku ingaphezulu kwe-40% ephezulu. Kutheni le nto ixabiso lesitokhwe liphazamiseka kwintsebenzo, kwaye iya kuyeka nini ukuwa?
Ngasemva kwengeniso enomtsalane, ukukhula kwe-Q3 kulindeleke ukuba kucothise
Kwisiqingatha sokuqala sonyaka, iMeituan iphumelele ngengeniso ye-126.582 yezigidigidi yuan, ukunyuka kweminyaka engama-30.2%. I-Q1 kunye ne-Q2 ingeniso inyuke nge-26.7% ne-33.4% ngonyaka ukuya kwi-58.617 bhiliyoni yuan kunye ne-67.965 yezigidigidi yuan, kunye ne-Q2 ebonisa intsebenzo emangalisayo.
Ukujonga ixesha elide emva kokusukela ngo-2018 ukuya kwi-2022, i-Meturing yengeniso kaMeituan yakhula ngokukhawuleza, ifikelela kwi-125.22 yezigidi zee-Yuan, kunye ne-179.95 yezigidi zee-Yuan, ngokulandelelana, ngenqanaba lokukhula minyaka le eyi-35.51%. Ngo-2022, ukunyuka komnyaka ngonyaka kwaba ngama-22.79%.
Ukusuka kolu luvo, inqanaba lokukhula kwengeniso kwisiqingatha sokuqala salo nyaka libonisa uphuculo oluthile xa kuthelekiswa nonyaka ophelileyo kodwa usawa kancinci kwinqanaba lokukhula konyaka.
I-Metuan yasekhaya yekhaya yeyona nto iphambili kwingeniso yayo, kubandakanya neenkonzo ezaziwayo ezinjengokuhanjiswa kokutya kunye ne-Metituan Flash, kunye neencwadi zevenkile, ukubhukisha, kunye nokuhamba. Ingeniso ivela kwiinkonzo zokuhambisa zabarhwebi kunye nabathengi, iikomishini zeenkonzo zobugcisa zibonelelwe kubathengisi kunye neearhente zomntu wesithathu, kunye neendlela ezahlukeneyo zentengiso.
Kwisiqingatha sokuqala sonyaka, urhwebo lwaseMeituan ophumelele kwingeniso esebenzayo ye-94.085 yezigidigidi yuan, ukunyuka kweminyaka engama-32.6%. Oku kubandakanya iinkonzo zokuhanjiswa, iikomishini, kunye neenkonzo zentengiso kwi-Intanethi, ezikhula ngama-23,5%, kunye ne-35,8% ye-Yuan, kunye ne-17.99 bhiliyoni yuan, ngokwahlukeneyo.
Kuyabonakala ukuba eyona nto iphambili kwezorhwebo yeMeituan ilele kwabarhwebi, abathengi, kunye nabakhweli benkonzo.
Ukusukela ngo-2018 ukuya ku-2022, inani labasebenzisi bentengiselwano yaseMeituan basuka ukusuka kwi-400.4 yezigidi ukuya kwi-677.9 yezigidi, behla kwi-1.8% yezigidi ukuya kwi-9.3% ye-5.1% Ukunyuka konyaka ngonyaka wama-2022, ukumakisha iqondo lokukhula eliphantsi.
UMeutuan akazange abhengeze amanani abafundi entembeko yentengiselwano okanye ukubalwa kweMveliso esebenzayo kwi-Q1 kunye ne-Q2 kulo nyaka. Ngaba ziya kuchazwa kwiindawo ezilandelayo?
Abakhweli, iMemenituan ixele ukuba kukho abakhweli bezigidi ezili-2,24 ngo-2022. Eli nani linokuseta irekhodi elitsha ngo-2023, elindelekileyo.
Ngokuphindaphindiswa ngokuqhubekayo, ishishini lokuhanjiswa kokutya libone ukukhula, kwaye iMeituan iphumeze uthotho lwamanyathelo.
Abathengisi, iMeituan banceda abathengisi abatsha kwiivenkile zokuvula kwaye kunceda ukuphucula ukusebenza kwi-Intanethi kubo bonke abathengisi. Inkampani isungule iphulo elinjenge "probleshooter", yaphucula uMnyhadala we "Thixo weCoopshini," kwaye wakhulula uMthendeleko we "Thixo weCoopshini, kufuneka ancede abathengi" ukuze bancede abathengi batsala abathengi kwaye badale iimveliso.
KuBasebenzisi, uMeutuan womeleza ubonelelo kwaye ugqibezele iindlela zenkxaso zokuhlangabezana neemfuno ezahlukeneyo zabathengi, ngakumbi kwiindawo eziphakamileyo kunye neendidi eziphezulu. Inkampani ikwaqhubeka nokujonga amanqaku okukhula kwezithuthi ezitsha, ukukhuthaza abathengi ukuba bakhuphe iikhuphoni zokugcina iziganeko eziphilayo kwaye zivuselele imfuno engaphandle yexesha.
Ezi cebo lokuthengisa ziye zanegalelo kuphuhliso oluhle lweshishini lokutya kweMeituan. Nangona kunjalo, ukuthatha inxaxheba kwizenzo ezahlukeneyo zezaphulelo kukongeza iindleko zokusebenza kwabarhwebi, abafundi kufuneka benze isigqibo sokuba bathathe inxaxheba kwaye balawule ubukhulu bezinto zokunyuselwa ngokusekwe kwiimeko zabo.
Enkosi kwiSistim esandisiweyo, inzuzo yeMeituan ikwaphucule kakhulu. Kwisiqingatha sokuqala sonyaka, iphumelele inzuzo ebhaliweyo ukuba ifikelele kubanini zabelo ze-8.046 bhiliyoni yuan, iguqukele kwilahleko yokufumana inzuzo. Inzuzo esebenzayo yasekhaya yendawo esebenzayo ikhule ngama-58.7% ukuya kwi-20.584 bhiliyoni yuan.
Ukukhula kwenzuzo kurhwebo lwaseMeituan kuhambelana nenani elincitshisiweyo leendleko zokuthengisa. Inkampani ikhankanya ukuba umnikezeli obaneleyo wokuhanjiswa kokutya kunye neshishini lokuthenga i-Meituan Flash ekhokelele ekunciphiseni kweendleko zokuhambisa ii-odolo.
Kucacile ukuba njengoko inani labakhweli liyanda, umrhumo wokuhanjiswa komndilili uyaqhubeka ngakumbi.
Ukujonga phambili kwikota yesithathu, u-Meituan ulindele ukuba inqanaba lokukhula kwengeniso yokuhanjiswa kokutya ukucotha. Kwingxelo yeNgxowa-mali yeNgxowa-mali, uMenuan wathi ikota yesithathu iza kujongana nemiqobo yeshishini yexesha elifutshane ngenxa yendawo ye-macroeconomic kunye neemeko zemozulu eziqatha.
Ishishini elitsha liyaqhubeka nokufumana ilahleko
Kwisiqingatha sokuqala sonyaka, ishishini elitsha laseMeituan lifumene ingeniso ye-32.497 bhiliyoni yuan, ukunyuka kweminyaka engama-23,8%. I-Q1 kunye ne-Q2 ingeniso ikhule nge-30.1% kunye ne-18,4% yonyaka ukuya kwi-15,73 yeebhiliyoni yuan kunye ne-16765 yezigidi ezili-16,765 etyhefu kwi-Q2.
Ngowama-2022, ishishini elitsha leNkampani lifumene ingeniso ye-59.190 yezigidigidi yuan, ukunyuka kweminyaka engama-39.3%. Kuyabonakala ukuba inqanaba lokukhula kwengeniso yeshishini elitsha kwisiqingatha sokuqala salo nyaka sicothise kakhulu.
Ngokutsho kokuqonda okufutshane, amashishini amatsha abandakanya iMeituan Khetha, I-Metuan Grocery, eKuaria, kunye nabanye. Ingeniso ikakhulu ivela kwintengiso yeempahla (i-Meituan Grocery kunye neKuaria) kunye neenkonzo ezahlukeneyo ezibonelelwa ngamashishini ahlukeneyo (iMeituan Khetha, ukuhambisa iibhayisikile, iimali mboleko ezincinci, iimali mboleko ezincinci, iimali mboleko ezincinci.
UMeutuan watsho ukuba i-Q2 ivoramu yentengiselwano kunye nengeniso ye-Metuan Khetha ukuqhubeka nokukhulisa unyaka wonke, kodwa inqanaba lokukhula kwemarike lilonke laliphantsi kunokuba bekulindelwe, kukhokelela ekunciphiseni. UMeutuan Khetha ingeniso ka-Meituan Ingeniso evunyiweyo kwisiseko somnatha inqabile ngokulandelelana, ikakhulu ngenxa yokunyuka kwenkxaso-mali kunye namaxabiso asezantsi eyunithi.
Nangona kunjalo, i-meituan grocery isaqhubeka nokukhula okuziiminyaka yonke ngonyaka, ukufumana isabelo esiphakamileyo sentengiso, kunye nexabiso eliphakathi lezinto zentengiselwano kunye nerejista yokutshintsha.
Xa kuthelekiswa ne-Geetury yeGrocery ehambelana kakhulu neplasti ye-E-Comment ye-E-Comment Pupu Depermarket, kunye nexabiso lemveliso elifanayo kunye nezaphulelo, ezifana ne-50 ye-PAY-enye kunye ne-50 yeepesenti. Akucacanga ukuba ngubani "okukopa umsebenzi wasekhaya." Isihuphiswano kwixesha elizayo siya kuba ngamandla emali.
Okwangoku, ishishini elitsha likaMenutuan liyaqhubeka nokwenza ilahleko enkulu kwaye yiprojekthi "yokutshisa imali" yenkampani. Ngowama-2022, ishishini elitsha lilahlekelwe ngama-28.379 bhiliyoni yuan, ngelahleko ye-10.222 yezigidi zee-10,222 yuan kwisiqingatha sokuqala sonyaka, nangona ilahleko imxinwa. Ilahleko yokukhetha i-MEM2 eyandiswa ngokulandelelana.
UMetuan wachaza ukuba ukwandiswa kwesikali seshishini, ukunyusa inkxaso-mali yokuqhuba ukukhula, inkcitho kwi-chain ebandayo kunye nempahla yokujongana nemozulu eshushu yemveliso, kwaye igalelo lemveliso yonyaka yolondolozo lwanegalelo kwilahleko.
Ukuphela kukaJuni, ukubala umsebenzisi owodwa wentengiselwano ngokukhetha i-meituan khetha ifikelele kwi-470 yezigidi.
Ukuthelekisa i-Metutuan Grocery yaseMeituan kunye neMeituan, lowo wangaphambili yiqonga le-e-commerce elihambisa amakhaya, ngelixa le yokugqibela ifana nevenkile yemihla ngemihla, efuna ukuzikhethela kwiindawo ezichongiweyo.
Umbhali uvelise zombini iindlela zokuthenga. Nangona i-Meituan ikhethe i-shoaper, umgangatho wemveliso, ngakumbi iimveliso zenyama, zifuna ukuphuculwa, ngelixa iGituan Grocery ilawula kakuhle.
Ukusukela nge-18 ka-Okthobha khetha izikhalazo ezili-11,657 kwiqonga le-Cat emnyama ye-CAT, kunye ne-7,993, umyinge wokucombulula ama-68.57%. Inkonzo yasemva kwentengiso isafuna ukuphuculwa okuthe kratya, ngemiba esemgangathweni yemveliso ibalasele ngokukhethekileyo kwaye ifuna ingqalelo.
Nangona uMenuan waguqula inzuzo kwisiqingatha sokuqala sonyaka, wawujamelana nokuvota "ngeenyawo 'kwintengiso yesibini. Emva kokufikelela kwi-195.6 I-HKD ngesabelo ngasinye ngoJanuwari, intengo yesitokhwe yaqala ukwehla okuqhubekayo, ukufikelela kwi-105.5 ye-HKD nge-HKD nganye, iphantse yanda.
Njengakwiphepha le-18 ka-Oktobha, i-metutuan yexabiso le-MEItuan yayiyi-113.7 HKD ngesabelo ngaphaya kwe-40% ukusuka phezulu kwi-710 yeebhiliyoni yuan kunye ne-77.83.
Ukongeza, iisabelo zikaMeituan ziye zanciphisa rhoqo izinto zabo kule minyaka idlulileyo. Umzekelo, uShen Nudng ye-Sequong ye-Sequoia i-387.6686 yezigidi, okanye i-6.59%, ekupheleni kwesiqingatha sokuqala sonyaka, kunye nezinto oziphetheyo I-9.4764 yezigidi izabelo, okanye i-0.15%.
IXESHA LOKUQALA: UJUL-29-2024