Ukulahleka, ukuvalwa kweVenkile, ukuLawulwa, kunye nokuSebenzisa isiCwangciso seziindaba eziqhelekileyo kwicandelo lentengiso ye-E-ntengiso kulo nyaka, ebonisa umbono ongathandekiyo. Ngokwe "2023 H1 China yeDatha yeNtengiso yeNtengiso ye-E-Commerce ye-E

Ngexesha lohlengahlengiso lweentengiso kunye nokhuphiswano, amaqonga anjenge-hingdong maicai kunye neHema entsha, esele inomgangatho, athatha amanyathelo okuhlangabezana nemiceli mngeni kwaye afune amathuba okukhula aze afune ukukhula okutsha. Abanye baye bamisa ukwanda ukuze bagxile ekusebenzeni kakuhle kunokuba isikali, ngelixa abanye beqhubeka nokuphucula iinkqubo zabo zokungena ezibandayo zendlela kunye neenethiwekhi zokuhambisa ezifumana isabelo sentengiso.

Kufanelekile ukuba uqaphele ukuba ngaphandle kwesigaba sokukhula ngokukhawuleza ishishini linamava, lisathwa lizithuthi ezibandayo olubandayo kunye neendleko ezisebenzayo, izikhalazo ezikhulu. Amaqonga anjenge-hingdong maicai kunye neHema intsha yokufuna ukukhula okutsha nokuya phambili, uhambo ngokungathandabuzekiyo lube lucelomngeni.

Iintsuku zozuko zihambile

Kwixa elidlulileyo, ukukhula ngokukhawuleza kwe-Intanethi kukhokelele kwi-Shushu ngokukhawuleza kweshishini elitsha le-e-rhwebo. I-Startups ezininzi kunye ne-chies ze-Intanethi ziphonononge iimodeli ezahlukeneyo, ukuqhuba i-boom yeshishini. Imizekelo ibandakanya imodeli yangaphambili ye-fungdong maicai kunye ne-MissFrese, kunye nemodi yendawo yokugcina impahla emelwe nguHema noYonghui. Nokuba abadlali be-E

Ipreshino, i-Supermarmar yeArhente, kunye nabadlali be-Intanethi be-I-Commerce kwi-E-Commerce yezikhuthazi ezizikhukuliseyo, besenza ukuqhuma kwemali kunye nokhuphiswano olunzulu. Nangona kunjalo, ukhuphiswano olubi "olunamandla" ekugqibeleni lwakhokelela ekuweni ngokudibeneyo kwicandelo elitsha le-e-rord, kuzisa ubusika kwintengiso.

Okokuqala, ukusukela phambili komgangatho wamaqonga e-e-orkorce amatsha okukhokelela ekukhuleni okuqhubekayo, okukhokelela kwiindleko eziphezulu zokusebenza kunye nelahleko eqhubekayo, ebeka imiceli mngeni ebalulekileyo. Amanani abonisa ukuba kwicandelo le-E-shot ye-E-NE-88% yeinkampani ziphulukana nemali, nge-4% kuphela ezaphula i-1% ye-1% yokwenza inzuzo.

Okwesibini, ngenxa yokhuphiswano lwentengiso oluvuthiweyo, iindleko ezisebenzayo, kunye nezifune zentengiso eziguqukayo, amaqonga entengiso ahambahambayo anengxaki yokuvalwa, ukulala, kunye nokuphuma. Kwisiqingatha sokuqala se-2023, yonghui ivale ivenkile yevenkile yevenkile yevenkile engama-29, ngelixa i-carrefour china ivaliwe ivenkile ezingama-33 ukusuka kuJanuwari ukuya ku-Matshi, i-accounting ngaphezulu kwevenkile nganye.

Okwesithathu, uninzi lwamaqongqomo e-e-Commerce luzabalasele ukwenza inzuzo, abatyali-mali abakhokelayo ukuba balumkele ngakumbi ngokubaxhasa ngezimali. NgokukaPhando lwe-Iimedia, inani lotyalo-mali kunye nemimali kwicandelo elitsha le-e-roorce labetha i-2022, phantse ibuyela kumanqanaba amathathu. Ukusukela ngo-Matshi wama-2023, kwakukho kuphela umsitho wotyalo-mali kuphela kwiShishini le-E-Commerce eTshayina, kunye nexabiso lotyalo-mali kwizigidi ezingama-30 kuphela ze-RMB.

Okwesine, imiba enjengoMgangatho weMveliso, ukubuyiswa, ukuhambisa, ukunyusa iingxaki, kunye neziphakamiso zobuxoki ziqhelekile, ezikhokelela kwizikhalazo ezisetyenziswa rhoqo ngeenkonzo ze-e-zorkorcation. Ngokwe "iqonga le-E-Commentit yesikhalazo," iindidi eziphambili zezikhalazo ezivela kubasebenzisi be-e-Commerce etsha ngo-2022 bekukho umgangatho wemveliso (16.25%), imiba yokubuyisa (i-16.25%).

I-Dingdong Maicai: Buyisa phambili

Njengomsindisi weemfazwe ezitsha ze-E

Ukususela ngo-2022, uDingdong Maicai ukhutshiwe ngokuthe ngcembe kwizixeko, kubandakanya ne-xiamen, e-tianjin, zhuhaha e gungdong, xuancheng no-cungfang nase-cubefang kwiHebei. Kutshanje, ikwaphumeze imakethi ye-Sikuan-Chongqqng, ivaliwe izitishi ze-chongqing kunye chengdu, ziyishiya kuphela ngeendawo ezingama-25 kuphela.

Isiteyitimenti seGingdong Maicai kwizinto ezinokuncitshiswa kweendleko kunye nokusetyenziswa kakuhle njengezizathu zokuhlengahlengisa imisebenzi kwi-chongqing kunye ne-Chengdu, iinkonzo ezinqumlayo kwezi ndawo ngelixa zigcina imisebenzi eqhelekileyo kwenye indawo. I-ring, i-Dingdong Maicai ijolise ekunciphiseni iindleko kunye nokuphucula ukusebenza kakuhle.

Kwidatha yemali, isicwangciso sokunqunyulwa kwexabiso lediicai sibonise impumelelo, ngenzuzo yokuqala ifezekisiwe. Ingxelo yemali ibonisa ukuba ingeniso ye-hingdong maibai ye-Q2 2023 yayiyi-4.8406 yezigidigidi i-RMM, xa kuthelekiswa ne-6.6344 yezigidigidi ze-6.6344 RMB kwixesha elinye kunyaka ophelileyo. Inzuzo ye-GAAP ye-GAAAP yayiyi-7.5 yezigidi zee-RMB, iphawula ikota yesithathu ingqengqelo yenzuzo ye-GAAP.

I-Hema intsha: hlasela ngokukhawuleza

Ngokungafaniyo nesiCwangciso seDingdong Maicai 'Ukusika iindleko, "hema utsha, elilandela imodeli yokugcina ivenkile, iqhubekekayo yokwandisa ngokukhawuleza.

Okokuqala, uHema wasungula inkonzo "yeyure enye yokuhambisa" ukubamba imakethi yokuhambisa kwangoko, ukuqesha iziko lezikhethe ezininzi ukuphucula ukusebenza kakuhle nokugcwalisa izithuba kwiindawo ezinokutshekisha iinketho zentengiso. Ngokwenza izinto eziphezulu kunye namakhonkco abonelela nge-hema, i-hema yandisa izakhono zayo zokufezekisa ukuhanjiswa ngokukhawuleza kunye nolawulo lweempahla ezifanelekileyo, ukulungisa ingxaki kunye nokusebenza kakuhle kwe-e-commerce entsha. Ngo-Matshi, uHema wabhengeza ngokusemthethweni ukusungulwa kwenkonzo "yeyure enye yokuhanjiswa kweeyure kwaye waqala umjikelo omtsha wokuqeshwa.

Okwesibini, i-hema ivenkile ezigudileyo zokuvula izixeko zokuqala, ijolise ekwenzeni intsimi yayo ngelixa elinye i-e-commerce etsha. Ngokwe-hema, iivenkile ezintsha ezingama-30 zicwangcisiwe ukuvula ngoSeptemba, kubandakanya iivenkile ezifudumeleyo ze-HEMA, iivenkile ezi-3 zeHema, ivenkile ye-HEMA, ivenkile yeNkulumbuso, kunye ne-1 yamava kwiZiko leMithombo ye-Hangzhou.

Ngapha koko, i-hema iqalise inkqubo yayo yokudweliswa. Ukuba kudweliswe ngempumelelo, iyakufumana imali eninzi yeeprojekthi ezintsha, uphando kunye nophuhliso, kunye nokukhuthaza ukuthengisa ukuxhasa ukukhula kweshishini kunye nokwandiswa kwesikali. Ngo-Matshi, i-AliBaba ibhengeza "i-1 + + i-1 + 6 + neqela lobukrelekrele belifu lahluma ukusuka kwi-AliBaba ukuya kwi-AliBaba ukuya kwi-AliBaba ukuya kuluhlu, kwaye i-hema ithathe isicwangciso sayo sokudweliswa, kulindeleke ukuba igqitywe kwiinyanga ezi-6 ukuya kwezi-12. Nangona kunjalo, iingxelo zakutshanje zeendaba zaza zakutshanje zibonisa ukuba i-AliBaba iya kumthisa i-Hema's Hong Kong iP, apho i-hema yaphendula khona "

Nokuba i-hema ibhaso ngempumelelo ihlala ingaqinisekanga, kodwa sele inesigqubuthelo sokuhambisa, i-threed yemveliso enesithambiso, kunye nenkqubo efanelekileyo yokuhambisa iinkonzo, esenza imodeli yeshishini elizinzileyo kunye nekota ezininzi zenzuzo.

Ukuqukumbela, nokuba kukude ukusinda okanye ukuhlasela ukuchuma, amaqonga anjengeHema afune kwaye ahlase i-hingdong macai adibanise amashishini awo akhoyo ngelixa efuna impumelelo. Bayanda ngeendlela zabo zokufumana "iindawo ezithengiweyo" ezintsha kwaye zaphuke i-tracks yazo yokutya, i-guqulo iqonga kwiqonga le-e-commerce le-e-commerce enemiboniso emininzi. Nangona kunjalo, nokuba ezi nyango zintsha ziya kuchuma kwaye zixhase ukukhula kwexesha elizayo.