I-Houcheng, i-59, idinga ithuba lokungqina amandla kaHema ukuya eLiu Qiangdong, Zhang Yong, noJack Ma.
Kutshanje, ukuhlehliswa kweHema engalindelekanga ye-hong kong ipo yongengeze enye i-pill kwintengiso yokuthengisa yasekhaya. Kwiminyaka yakutshanje, imakethi ye-supermarmack e-china ibe iphantsi kwelifu, ngeendaba ezingezizo, ukuvalwa kweVenkile, kwaye ilahleko ilahlekile ukuba abathengi basekhaya abanayo imali yokuchitha. Abanye bade bahlekisa ukuba abanini bevenkile ebuyakuvula iminyango yabo bayayenza njalo ngenxa yothando.
Nangona kunjalo, ivenkile yeChain Chain ifumene ukuba amashishini okuthenga kwelinye ilizwe anjenge-Aldi, iklabhu ye-Sam, kunye neCoceco zisavula ngokukuko. Umzekelo, i-Aldi ivule ngaphezulu kweevenkile ezingaphezu kwama-50 eShanghai kuphela kwiminyaka nje emine ukungena eChina. Ngokufanayo, iklabhu ye-Sam iyakhawulezisa icebo layo lokuvula iivenkile ezintsha ze-6-7 qho, ezingenayo izixeko ezinjengeKunshan, i-Dongguan, iJiaxing, iJinan, eJinjau, neJinjiang.
Ukwanda okusebenzayo kweevenkile ezinkulu zangaphandle kwiimarike ezahlukeneyo zamaTshayina kuthekani bukhali ngevenkile eqhubekayo yevenkile yevenkile yendawo. I-supermark yendawo ye-Supermerket efana ne-BBK, Yonghui, Lianhua, i-Wamart, CR Venguard, i-vhajia yue, i-jiajia yue avele kwaye iqhubeke nokukhula kwabo. Nangona kunjalo, jonga kwihlabathi liphela, iimodeli ezinobuchule ezilungele indawo yokusebenzisa yaseTshayina inqabile, kunye ne-hema ukuba yenye yezinto ezimbalwa.
Ngokungafaniyo ne-walmart, eCarrefour, iklabhu ye-Sam, i-Deodni, okanye i-Aldi, i-Aldi, i-Adma's "Imodeli ye-helma" imodeli yokuHanjiswa kweSupermarkes ukuya kwi-supermarkes yendawo yokulinganisa kwaye isebenze ngakumbi. Emva kwayo yonke loo nto, i-walmart, ebisekwe kwimakethi ye-Intanethi engaphezulu kwe-20, kwaye i-Aldi, efake nje imakethi yaseTshayina, zombini ukugxininiswa ngobuchule kwikamva.
01 Kutheni iHema ixabisa ixabiso kwi-10 yeebhiliyoni?
Ukusuka ekubekeni ithayimthebhile yokucwangciswa kwethayimthethi yokuhlehliswa kwayo okungalindelekanga ngoSeptemba, i-Hema iqhubekile neevenkile ezivulekileyo ngokukhawulezisa kwaye zikhawulezise ukuphuculwa kwenkqubo yokunikezelwa kwemveliso. Uluhlu lukaHema lulindelwe ngolangazelelo, kodwa ngokomthombo owongezelelweyo, lo mgaqo unokubangelwa kukuxabisa kwawo okufutshane kulindelo. Iingxoxo zokuqala zeAliBaba kunye nabatyali mali abanokubakho baqikelela ukuba nexabiso le-hema malunga neebhiliyoni ezi-4 zeedola, ngelixa ii-IPIC zoxabiso lwexabiso le-IPE ze-IPE ze-hema yayizigidi ezili-10 zeedola.
Ixabiso le-hema ayisiyo uqwalaselo apha, kodwa imodeli yayo yokuhambisa ikhaya ifanele umdla wonke umntu. Ivenkile yeChain yeChain ikholelwa ukuba i-Homa ngoku ifana nendibaniselwano yeMetuan, Dada, kunye neklabhu ye-Sam. Ngamanye amagama, i-ASMA yeyona nto ixabisekileyo yeHema ayizizo iivenkile zayo ezingama-337 kodwa inkqubo yemveliso kunye nenkqubo yedatha emva kokuhanjiswa kwawo ekhaya.
Iimveliso zangaphambili
I-Hema ayinayo kuphela i-app yayo yokuzimela kodwa nevenkile ye-taogao yase-Taobhao, i-Taoll, Aliipay, kunye ne-Ele.me, yonke inxenye ye-Alibaba yendalo. Ukongeza, inayo inkxaso ye-Apps efana ne-xiaohongshu kunye ne-AMAP, egubungela iMoni enkulu yabathengi.
Ndiyabulela kubukho bayo boophononongo olwahlukileyo, i-HMA iyonwabela izibonelelo ezingenazithuthi ezingenakuthelekiswa nanto kwaye zibonisa ukuba nakuphi na okhuphiswano lwevenkile enkulu, kubandakanya i-walmart, eMetro, neCoceco. Umzekelo, iTaobao no-Alipay nganye banayo ngaphezulu kwe-800 yezigidi zabasebenzisi benyanga zonke (MaU), ngelixa i-Ele.me inesigidi esingaphezulu kwezigidi ezingama-70.
Ukusukela ngo-Matshi 2022, i-App ye-Hema yayingaphezu kwezigidi ezingama-27 ezizigidi zeMau. Xa kuthelekiswa neklabhu ye-Sam, i-Deofco, kunye ne-Yonghui, esafuna ukuguqula iindwendwe zosetyenziso lwabasebenzisi, ichibi likaHema ekhoyo sele linenzekile ukuxhasa iivenkile ezingaphezulu kwe-300.
I-Hema ayikabi yinto eninzi kakhulu kwitrafikhi kodwa ityebile kwidatha. Inokufikelela kwixabiso elikhulu ledatha yokukhetha imveliso kunye nedatha yokusebenzisa ukusuka eTaobao ne-Elee, kunye nedatha yemveliso ebanzi evela kwi-Xiaohongshu ne-Weibo, kunye ne-WEIBO, kunye ne-IIOITA, kunye ne-IIICE YENKCAZO YOKUHLAZIYA I-ALIPINARIORE.
Ephethe le datha, i-hema inokuqonda ngokucacileyo ubungakanani bokusetyenziswa koluntu. Olu ncedo lwedatha lunika i-hema ukuzithemba ukuqeshisa i-fictoves kwizithili zeshishini ezivuthiweyo kwiirhafu ezininzi ngaphezulu kunexabiso lentengiso.
Ukongeza kwiingenelo zendlela kunye nedatha, i-hema ikwaqhayisa i-National Susady. Okwangoku, i-hema inabantu abangaphezu kwezigidi ezingama-60 abasebenzisi ababhalisiweyo, kwaye abanezigidi ezingama-27 ezizigidi, i-tieds yayo engaphezulu kweqonga elingu-Xiaohongshu noBilibili.
Ukuba itrafikhi kunye nedatha ziziseko zeHema, itekhnoloji ye-modeli ziphawuleka ngakumbi. Ngo-2019, uHema wayezimisele esidlangalaleni inkqubo yerente yeRex, enokubonwa njengendawo yokuhlangana ye-hema, egubungela imisebenzi yevenkile, iinkqubo zokugcina izinto, izixhobo zokubonelela.
Amava omthengi kaHema, kubandakanya umgangatho wemveliso, ixesha lokuhambisa, kunye nenkonzo yasemva kwentengiso, ihlala inconywa, ngenxa yokubulela kwinkqubo ye-REX. Ngokutsho kophando ngefemu yeendlela, iivenkile ezinkulu zikaHema zinokuphatha yonke imihla ngexesha lokukhuthaza okukhulu, iiyure eziphezulu ezidlula kwii-odolo ezingama-2,500 ngeyure. Ukuhlangabezana nomgangatho wokuhanjiswa kwemizuzu engama-30-60, ivenkile ye-hema kufuneka igqibe ukukhetha kunye nokupakisha ngaphakathi kwemizuzu eli-10 ukuya kwe-15 kwaye ihambise kwimizuzu ye-15 ukuya kwengama-30.
Ukugcina oku kubi, i-inventri yokwenyani, inkqubo yokugcwalisa, uyilo lwendlela yeSixeko, kunye nokulungelelaniswa kwendawo yokuhlala kunye ne-algorithms ye-algoriths, i-Algoriks ifuna imodeli enkulu kunye ne-DADA, kunye ne-dmall.
Ivenkile yeChain Chain ikholelwa ukuba ekuhanjisweni ekhaya, ngaphandle kwetrafikhi, idatha kunye ne-algorithms, amandla okukhetha ababalulekileyo. Ivenkile eyahlukeneyo i-suter kumthengi ohlukileyo, kunye nabathengi bamaxesha ngamaxesha azidiliza ngokomda. Ke ngoko, nokuba ngaba umrhwebi womthengisi unokuxhasa ukukhetha imveliso eguqukayo ngumqobo ophambili kwivenkile enkulu ekunikezelweni ekhaya.
Ukukhetha kunye neChain
Iklabhu ye-Sam kunye neCoceco ichithe iminyaka ichitha izakhono zabo zokhetho, kwaye uHema wayezihlaziya eyayo iminyaka esixhenxe. UHema ulandela inkqubo yomthengi ofana neklabhu ye-Sam kunye neCossco, ejolise ekulandeleni i-chark yoncedo ngasemva, kwizinto ezingafunekiyo kwinkqubo yemveliso, ukudala amabali emveliso eyahlukileyo yokwahlulahlula.
I-Hema kuqala ichaza iindawo eziphambili zemveliso kwimveliso nganye, ithelekisa abathengisi, kwaye ukhetha eyona nto iphambili kumzi-mveliso ophezulu kunye nomzi mveliso we-OEM efanelekileyo. I-Hema ibonelela ngomzi-mveliso ngeenkqubo ezisemgangathweni, uyilo lwepakisha, kunye noluhlu lwamathanga, uqinisekisa ukuba iimveliso zifeze imigangatho echaziweyo. Emva kwemveliso, iimveliso zivavanywa ngaphakathi, ukuthengisa okuqhubayo, kunye nengxelo ngaphambi kokuba zisasazwe kwiivenkile kwilizwe liphela.
Ekuqaleni, i-Hma isebenza ngokufunyanwa ngokuthe ngqo kodwa ekugqibeleni yafumana isingqisho sayo ngemvumelwano yokutyala ngokungqalileyo, ukuseka ilali ye-HEBEI eSichuri, kwilali ye-Dalinzhai eRwanda, ihambisa iimveliso ezingama-699.
Xa kuthelekiswa neKlabhu yeKlabhu ye-Sam kunye neCoceco's Act Reproinetion, i-Hema's "yeLila yeHema" iphulo lelali eliqinileyo lebala lezixhobo ezomeleleyo zendawo, zibonelela ngeenzuzo ezibalulekileyo kunye nokwahlulahlula.
Itekhnoloji kunye nokuSebenza ngokufanelekileyo
Inkqubo yokuSebenza ye-HEMA ye-REX idibanisa iinkqubo ezininzi, kubandakanya imisebenzi yevenkile, ubulungu, izixhobo, kunye nezixhobo zokubonelela, ukuphucula ukusebenza kakuhle. Umzekelo, ngexesha lokukhuthaza okukhulu, iivenkile ezinkulu zikaHema zinokuphatha ii-odolo ezingaphezulu kwe-10 000 zemihla ngemihla, ngamanyala eeyure ezingaphezulu kwe-5,500 yee-odolo ngeyure. Ukuhlangabezana noMgangatho wokuHanjiswa kwemizuzu engama-30-60 kufuna ukulawulwa kwempahla yexesha lokwenyani, iinkqubo zokugcwalisa iSixeko, kunye nokulungelelanisa izinto zomntu wesithathu, ezixhaswe yi-algorithms enzima.
Imetrikhi yokuHambisa ekhaya
Iivenkile zikaHema ezili-138 zisebenza njengeendawo ezihlanganisiweyo zeWerehouse-Ivenkile, ihambisa i-6,000-8,000 yeSusto kwivenkile nganye, ene-1 000 ye-1 000 ye-1 000 ye-1 000 enama-20 ewonke. Abathengi ngaphakathi kwi-3-radiius ye-radiius inokunandipha ukuhanjiswa kwama-30 ukuya kwemizuzu engama-30. Iivenkile eziqolileyo, ukusebenza ngaphezulu kweminyaka eyi-1.5, i-avareji ye-1,200 yee-odolo zemihla ngemihla, ngentengiso ekwi-intanethi enegalelo elingaphezu kwe-60% yengeniso iyonke. Ixabiso loku-odola liphantse libe yi-100 RMB, ngeNgeniso yemihla ngemihla idlula i-800,000 yeRMR, izuze impumelelo yokuthengisa izihlandlo ezithathu ukuba zezinto ezinkulu zemveli.
02 Kutheni uHema ekuphela komntu okhuphisana naye kwamehlo kaWalmart?
I-Walmart China kaMongameli kunye ne-CEO, zhu xiojojojoning, ezichazwe ngaphakathi ukuba i-hema kuphela kukhuphiswano kwiklabhu ye-Sam yaseTshayina eTshayina. Ngokuphathelele kwizinto ezivulekileyo zevenkile, i-hema i-lags ingemva kweklabhu ye-Sam, esele isebenze ngaphezulu kweminyaka engama-40 ngevenkile ezingaphezu kwe-800, kubandakanya ngaphezulu kwe-40 e-china. I-Hema, ineevenkile ezingama-337, kubandakanya kuphela iivenkile ze-9 ze-hema x, zibonakala zincinci ngokuthelekisa.
Nangona kunjalo, ekuhanjisweni kwekhaya, umsantsa phakathi kweklabhu ye-Sam kunye neHema ayibalulekanga. Iklabhu ye-Sam ingene ekunikezelweni kwamakhaya ngo-2010, iminyaka emine emva kokungena eTshayina, kodwa ngenxa yokuHamba okungahambi kakuhle, le nkonzo yayekiswa emva kweenyanga ezimbalwa. Ukusukela ngoko, iklabhu ye-Sam iye yavela ngokuqhubekayo imodeli yayo yokuhambisa ekhaya.
Ngo-2017, ukuhambisa inethiwekhi yayo yolondolozo kunye ne-Warehouse yangaphambili (i-Sule Walthouses) inkonzo yokuhambisa "inkonzo yokuhambisa" eShenzhei, eBeijing, kunye neShanghai, ukukhawulezisa ukukhula kwawo ekhaya. Okwangoku, iklabhu ye-Sam isebenza inethiwekhi ye-swing yefu, inkxaso nganye exhasayo kwiSixeko sayo, eneendawo eziqikelelweyo ezingama-500 eziqikelelwa kwilizwe lonke, iphumelele ivolumu ebonakalayo kunye nokusebenza kakuhle.
Imodeli yeShishini leKlabhu ye-Sam, edibanisa iivenkile ezinkulu ezinamafu amdaka, iqinisekisa ukuhanjiswa ngokukhawuleza nokudityaniswa kwemiyalelo yemihla ngemihla, i-shanghai yexabiso lemihla ngemihla elingaphezulu kwe-200 RMB. Le ndlela yokusebenza yeklabhu ye-Sam yenkokeli kwishishini.
I-03 yonghui's uthanda ukuthengisa kwi-JD
Nangona i-yonghui ingakhange ifumane ingqalelo yabaphathi baseWalmart, iinzame zayo ezibonakalayo ekuzisweni kwekhaya ngaphandle koontanga bayo, besenza umzekelo ophawulekileyo.
Ukumela i-Depemarmarkets ye-China yeSiko lase China, u-Yonghui ngumzekelo ophambili weshishini levenkile enkulu yendawo ekhulileyo ngaphandle kokhuphiswano oluvela kwiimbambo zangaphandle. Njenge-supermarket ye-supermark, i-yonghui ineqonga elifanelekileyo lamaqonga kunye nokuhanjiswa kwekhaya, ukuba yinkokeli phakathi kwamashishini okuthenga ngendlu.
Ngaphandle kwemiceli mngeni emininzi kunye novavanyo oluqhubekayo kunye nempazamo, i-yonghui ibe yinkokeli ye-venkile yemveli yasekhaya, eneendawo ezingaphezu kwe-940 ye-Commerce RMB kunye neRhafu yokuHanjiswa kweKhaya yoNyaka.
I-E-Commerce Warehous kunye neRhafu
Ukusukela nge-2023, yonghui isebenza 940 E-Commerce Worehous, kubandakanya izixeko ezili-13 (ezigubungela izixeko ezili-18), kunye neendawo ezingama-131 (ezigubungela iidolophu ezingama-131), kunye ne-Surellite ye-185 (iFuzhou, kunye neBeijing). Phakathi kwazo, ngaphezulu kwe-100 ziindawo ezinkulu zangaphambili ezingama-800-1000 zeemitha.
Kwisiqingatha sokuqala sama-2023, i-yonghui yeshishini le-Onhui kwi-7,92 yezigidigidi, i-18,7% yengeniso yengeniso ye-16 yengeniso eqikelelweyo i-16 bhiliyoni RMB. I-Yonghui yokuziswa kweShishini yokuHamba kweKhaya igubungela ivenkile ezingama-946, ivelisa i-4.06 yeebhiliyoni ze-RMB kwintengiso ye-295,000 yemihla ngemihla ye-48.9%. IPhepha leShedfomu yalo yeKhaya lesithathu igubungela ivenkile ezingama-922, ivelisa i-3.86 yezigidigidi ye-RMB kwintengiso, i-10.9% ye-10.9% yonyaka, nge-odolo yemihla ngemihla yowe-197,000.
Ngaphandle kokuphumelela, u-Yonghui akanazo idatha enkulu yomthengi we-ecosystem okanye i-Walmart yeHlabathi yeHlabathi yeHlabathi, ekhokelela kwiingxaki ezininzi. Nangona kunjalo, ikhutshiwe i-JD Daojia kunye neMeituan ukuze ifezekise ngaphezulu kwe-10 yeebhiliyoni kwintengiso nge-2020.
Uhambo lukaYonghui ekuhanjisweni kwamakhaya lwaqala ngoMeyi wama-2013 ngokusungulwa kwe "isiqingatha seSky" kwijelo levenkile layo, ekuqaliseni kwasekupheleni kwe-fuzhou kunye nokubonelela ngeephakheji zokudla. Le mzamo kwangethuba ayiphumelelanga ngenxa yamava ahluphekayo yomsebenzisi kunye nokhetho oluncinci lokuhambisa.
NgoJanuwari ka-2014, u-Yonghui wasungula u "YongoI Weidian App" kwi-Intanethi yoku-odola kunye ne-Intanethi yoku-odola kunye ne-intanethi, ifumaneka kwiivenkile ezisibhozo kwi-fuzhou. Ngo-2015, u-Yonghui wasungula i "yonghui wobomi usetyenziso," unika uluhlu olubanzi lwezinto ezihamba-ntlobo ngeenkonzo ezihamba-hamba ngokukhawulezileyo kunye neenkonzo zokuhambisa ngokukhawuleza, ziya kuzalisekiswa nguJD Daojia.
Ngo-2018, u-Yonghui wafumana utyalomali ukusuka kwi-JD kunye ne-thoncent, enza ubuhlakani obunzulu kwitrafikhi, intengiso, intlawulo kunye nezinto zokusebenza. NgoMeyi ka-2018, u-Yonghui wasungula indawo yalo yokuqala "yeSatellite Watellite" eFuzhou, ehambisa ukuhanjiswa kwemizuzu engama-30 ngaphakathi kwe-3-radius radius.
Ngo-2018, uhlengahlengiso lwangaphakathi lwe-yonghui yahlulahlula ishishini layo kwi-Intanethi kwi-yonghui yefu, egxile kwiifomati ezinobuchule, kunye ne-yonghui supermarket, egxile kwiifomati zemveli. Ngaphandle kokuntywila okokuqala, ukuthengisa kukaYonghui okukhuselekileyo okukhulu, ukufikelela kwi-7.3 yezigidigidi rmb ngo-2017, 16.8 yezigidi ezili-16,,1 bhiliyoni ngo-2018.
Ngo-2020, i-Yonghui yentengiso ye-Onghui kwi-Intanethi ifikelele kwi-10.45 yezigidigidi i-RMB, i-198% yonyulo, inika ingxelo nge-10% yengeniso yayo iyonke. Ngo-2021, intengiso ye-Intanethi ifikelele kwi-13.13 yezigidigidi i-RMB, i-25.6% yonyuso, i-14.42% yengeniso iyonke. Ngo-2022, ukuthengisa kwi-Intanethi kufikelela kwi-15,936 yezigidigidi zeRMB, ukunyuka kwe-21.37%, nge-518,000 yemiyalelo yemihla ngemihla.
Ngaphandle kwale mpumelelo, u-Yonghui wajongana nelahleko enkulu ngenxa yotyalo-mali oluphezulu kwi-Wirehous kunye nefuthe le-chinemic, elikhokelela kwilahleko ye-3.944 bhiliyoni kwi-2021 kunye ne-2.763 yezigidi ezingama-2022.
Ukuqukumbela
Nangona uYonghui ujongene neminye imiceli mngeni emininzi kune-Hema kunye neklabhu ye-Sam, iinzame zayo ekuhanjisweni kwekhaya kufikelelwe indawo emarikeni. Njengoko i-retital yethutyana iyaqhubeka ukukhula, i-yonghui inamandla okuzuza kule meko. I-CEO INTSHA i-Il I-Songfeng sele iphumelele i-KPI yakhe yokuqala, ijika i-yonghui's 2023 H1 ilahleko kwinzuzo.
NjengoHema CEO HOUI, OWaw Wawubeka i-JD I-IL I-IT I-IT I-ITMEng ijolise ekukhokeleni i-yonghui kwimarike yokuthengisa ngokukhawuleza, enokuba libali elitsha kwishishini. I-HOU yi inokubonisa umgwebo wayo wendlela yokuthengisa i-chinare yaseTshayina, kwaye i-Lirang in inokubonisa amandla amashishini evenkile enkulu yendawo kwi-Post-Pandemic IXESHA.
IXESHA LOKUQALA: UJul-04-2024