Ilahleko, ukuvalwa kwevenkile, ukudilizwa, kunye nokucuthwa kobuchule kuye kwaba ziindaba eziqhelekileyo kwicandelo lokuthengisa nge-e-commerce kulo nyaka, ebonisa umbono ongathandekiyo.Ngokutsho kwe "2023 H1 China iNgxelo yeDatha yeNtengiso ye-E-Commerce entsha," izinga lokukhula kwentengiselwano entsha ye-e-commerce ngo-2023 kulindeleke ukuba ifike kwelona nqanaba lisezantsi kwiminyaka elithoba, kunye nezinga lokungena kwishishini malunga ne-8.97%, phantsi kwe-12.75 % unyaka nonyaka.

Ngexesha lohlengahlengiso lweemarike kunye nokhuphiswano, iiplatifomu ezifana ne-Dingdong Maicai kunye ne-Hema Fresh, ezisenawo amandla athile, zithatha amanyathelo asebenzayo ukuhlangabezana nemingeni kunye nokufuna amathuba amatsha okukhula.Abanye baye banqumamisa ukwandiswa ukuze bagxile ekusebenzeni kakuhle endaweni yokulinganisa, ngelixa abanye beqhubeka nokuphucula iinkqubo zabo zekhonkco elibandayo kunye nothungelwano lokuhambisa ukuze babambe isabelo semarike ngokusebenzayo.

Kubalulekile ukuqaphela ukuba ngaphandle kwesigaba sokukhula okukhawulezayo ishishini lokuthengisa elitsha elithe lahlangabezana nalo, lisathwaxwa yingqele ephezulu yothutho kunye neendleko zokusebenza, ilahleko enkulu, kunye nezikhalazo zabasebenzisi rhoqo.Kumaqonga afana neDingdong Maicai kunye neHema Fresh ukufuna ukukhula okutsha kunye nokuqhubela phambili, uhambo ngokungathandabuzekiyo luya kuba ngumceli mngeni.

Iimini zozuko zihambile

Kwixesha elidlulileyo, uphuhliso olukhawulezayo lwe-intanethi lukhokelele ekunyukeni ngokukhawuleza kweshishini elitsha le-e-commerce.Iziqalo ezininzi kunye nezigebenga ze-intanethi zaphonononga iimodeli ezahlukeneyo, ziqhuba i-boom yeshishini.Imizekelo ibandakanya imodeli yendlu yangaphambili emelwe ngu-Dingdong Maicai kunye no-MissFresh, kunye nemodeli yokuhlanganisa i-warehouse-store emelwe ngu-Hema no-Yonghui.Nabadlali beqonga be-e-commerce abafana noJD, Tmall, kunye nePinduoduo benze ubukho babo buvakale.

Oosomashishini, iivenkile ezinkulu ezingaxhunyiwe kwi-intanethi, kunye nabadlali be-intanethi be-e-commerce bakhukulise umkhondo omtsha we-e-commerce, bedala ugqabhuko-dubulo olukhulu kunye nokhuphiswano olukhulu.Nangona kunjalo, ukhuphiswano olunzima "lolwandle olubomvu" luye lwakhokelela ekuweni kwecandelo elitsha le-e-commerce, lizisa ubusika obunzima kwimarike.

Okokuqala, ukufuna kwangethuba isikali ngamaqonga amatsha e-e-commerce kukhokelele ekwandiseni okuqhubekayo, okubangele iindleko eziphezulu zokusebenza kunye nelahleko eqhubekayo, ebeka imingeni ebalulekileyo yokwenza inzuzo.Amanani abonisa ukuba kwicandelo elitsha le-e-commerce lasekhaya, i-88% yeenkampani zilahlekelwa yimali, kunye ne-4% kuphela eyaphula kwaye i-1% yenza inzuzo.

Okwesibini, ngenxa yokhuphiswano oluqatha lwentengiso, iindleko eziphezulu zokusebenza, kunye nemfuno eguquguqukayo yentengiso, uninzi lwamaqonga e-e-commerce amatsha ajongene nokuvalwa, ukubekelwa phantsi, kunye nokuphuma.Kwisiqingatha sokuqala sika-2023, iYonghui ivale iivenkile ezinkulu ezingama-29, ngelixa iCarrefour China ivale iivenkile ezingama-33 ukusuka ngoJanuwari ukuya kuMatshi, ibalelwa ngaphezulu kwesihlanu kwiivenkile zayo zizonke.

Okwesithathu, uninzi lwamaqonga e-e-commerce amatsha azabalazele ukwenza inzuzo, ekhokelela abatyali-mali ukuba balumke ngakumbi malunga nokubaxhasa ngemali.Ngokutsho kwe-iMedia Research, inani lotyalo-mali kunye nenkxaso-mali kwicandelo elitsha le-e-commerce lifike kwindawo entsha ephantsi ngo-2022, phantse ibuyele kumanqanaba ka-2013.Ukusukela ngoMatshi ka-2023, bekukho umsitho wotyalo-mali omnye kuphela kumzi-mveliso omtsha we-e-commerce waseTshayina, nesixa-mali sotyalo-mali esizizigidi ezingama-30 zee-RMB.

Okwesine, imiba enjengomgangatho wemveliso, ukubuyiselwa kwemali, ukuhanjiswa, iingxaki zokuodola, kunye nokunyuswa kobuxoki kuqhelekile, okukhokelela kwizikhalazo rhoqo malunga neenkonzo ze-e-commerce ezitsha.Ngokutsho kwe-"E-Commerce Complaint Platform," iintlobo eziphezulu zezikhalazo ezivela kubasebenzisi abatsha be-e-commerce ngo-2022 yayisemgangathweni wemveliso (16.25%), imiba yokubuyisela imali (16.25%), kunye neengxaki zokuhanjiswa (12.50%).

I-Dingdong Maicai: Buyela kwi-Advance

Njengomntu osindileyo kwiimfazwe zenkxaso-mali entsha ye-e-commerce, ukusebenza kukaDingdong Maicai khange kuzinze, nto leyo ekhokelela ekubeni amkele iqhinga lokurhoxa okubalulekileyo ukuze aphile.

Ukusukela ngo-2022, uDingdong Maicai uye warhoxa kancinci kancinci kwizixeko ezininzi, kubandakanya iXiamen, iTianjin, iZhongshan, iZhuhai eGuangdong, iXuancheng kunye neChuzhou eAnhui, kunye neTangshan kunye neLangfang eHebei.Kutshanje, iphinde yaphuma kwimakethi yaseSichuan-Chongqing, yavala izitishi eChongqing naseChengdu, iyishiya ineendawo zedolophu ezingama-25 kuphela.

Isiteyitimenti esisemthethweni sika-Dingdong Maicai malunga nokuhlehla kwachaza ukuncitshiswa kweendleko kunye nokuphucula ukusebenza kakuhle njengezizathu zokulungelelanisa ukusebenza kwayo eChongqing naseChengdu, iinkonzo zokumisa kwezi ndawo ngelixa zigcina imisebenzi eqhelekileyo kwenye indawo.Ngokwenyani, ukurhoxa kukaDingdong Maicai kujonge ukunciphisa iindleko kunye nokuphucula ukusebenza kakuhle.

Ukusuka kwidatha yezemali, isicwangciso sokunciphisa iindleko ze-Dingdong Maicai sibonise impumelelo ethile, kunye nenzuzo yokuqala efunyenweyo.Ingxelo yezemali ibonisa ukuba ingeniso ye-Dingdong Maicai ye-Q2 2023 yayiyi-4.8406 yezigidigidi ze-RMB, xa kuthelekiswa ne-6.6344 yezigidigidi ze-RMB ngexesha elifanayo kunyaka odlulileyo.Inzuzo engeyiyo ye-GAAP yayiyi-7.5 yezigidi ze-RMB, iphawula ikota yesithathu elandelelanayo yenzuzo engeyiyo ye-GAAP.

I-Hema Entsha: Ukuhlaselwa kwi-Advance

Ngokungafaniyo necebo likaDingdong Maicai “lokunciphisa iindleko,” iHema Fresh, elandela imodeli yokuhlanganisa ivenkile yokugcina impahla, isaqhubeka isanda ngokukhawuleza.

Okokuqala, i-Hema iqalise inkonzo ye-"1-Hour Delivery" ukubamba imarike yokuhanjiswa ngokukhawuleza, ukugaya iikhuriya ezininzi ukuze kuphuculwe ukusebenza kakuhle kokuhanjiswa kunye nokuzalisa izikhewu kwiindawo ezingenazo iinketho ezintsha zokuthengisa.Ngokulungisa izinto kunye nokubonelela ngeenkonzo, iHema yandisa amandla ayo enkonzo ukufezekisa unikezelo olukhawulezileyo kunye nolawulo olusebenzayo lwe-inventri, ukulungisa ukusilela kwexesha kunye nokusebenza kakuhle kwe-e-commerce entsha.Ngo-Matshi, i-Hema yazisa ngokusemthethweni ukuqaliswa kwenkonzo "ye-1-Hour Delivery" kwaye yaqala umjikelo omtsha wokufumana i-courier.

Okwesibini, iHema ivula ngokungqongqo iivenkile kwizixeko ezikumgangatho wokuqala, ijolise ekwandiseni indawo yayo ngelixa amanye amaqonga e-e-commerce amatsha enqumamisa ukwanda.Ngokutsho kweHema, iivenkile ezintsha ze-30 zicetywa ukuvula ngoSeptemba, kubandakanywa iivenkile ze-16 ze-Hema Fresh, i-3 yeevenkile ze-Hema Mini, i-9 yeevenkile ze-Hema Outlet, i-1 ye-Hema Premier store, kunye ne-1 yamava esitolo kwi-Hangzhou Asian Games Media Centre.

Ngaphezu koko, iHema iqalise inkqubo yoluhlu.Ukuba idweliswe ngempumelelo, iya kufumana imali eninzi yeeprojekthi ezintsha, uphando kunye nophuhliso, kunye nokukhuthazwa kwemarike ukuxhasa ukukhula kweshishini kunye nokwandiswa kwesikali.Ngo-Matshi, u-Alibaba ubhengeze uhlaziyo lwayo lwe-"1 + 6 + N", kunye neQela le-Intelligence ye-Cloud ehlukana ne-Alibaba ukuya ngokuzimeleyo ukuya kuluhlu, kwaye i-Hema iqalisa isicwangciso sayo soluhlu, ekulindeleke ukuba igqitywe kwiinyanga ezi-6-12.Nangona kunjalo, iingxelo zemithombo yeendaba zamva nje zibonisa ukuba u-Alibaba uza kumisa isicwangciso se-IPO sika-Hema saseHong Kong, apho uHema waphendula "kungekho nto".

Ingaba i-Hema inoluhlu oluphumeleleyo ihlala ingaqinisekanga, kodwa sele inokuhanjiswa okubanzi, uluhlu lwemveliso ecebileyo, kunye nenkqubo yokubonelela ngokufanelekileyo, eyenza imodeli yoshishino oluzinzileyo kunye neekota ezininzi zenzuzo.

Ukuqukumbela, nokuba barhoxa ukuze baphile okanye bahlasele ukuze baphumelele, amaqonga afana neHema Fresh kunye neDingdong Maicai bahlanganisa amashishini abo asele ekhona ngelixa befuna impumelelo entsha.Bandisa izicwangciso zabo zokufumana "iindawo zokuthengisa" ezintsha kwaye bahlukanise iingoma zabo zodidi lokutya, betshintshela kumaqonga orhwebo e-e-commerce aneempawu ezininzi.Noko ke, enoba la mashishini matsha aya kuchuma kusini na aze axhase ulwando lwexesha elizayo kusaza kubonakala.