Chaka chino ndi chaka chachikulu chopanga mapulogalamu a Mitengo, ndi mpikisano woopsa ndi ma flags ankhondo akuwuluka:
Mu June, J & T Express idatumiza zikalata zomwe zimalembedwa ku Hong Kong Stock Ong; Mu Ogasiti, SF Express (002352.Sz) imagwiritsidwa ntchito kwa mndandanda wachiwiri pa stock stock yosinthira; Mu Seputembala, Ciniao adaperekanso zikalata zolembera zomwe zili pagombe la Hong Kong.
Zimphona zamitundu zikuwoneka, zikuwoneka ngati zokonzeka kuyambitsa nkhondo yatsopano.
Pali chakumbuyo kwa izi: Popeza zoletsa mliri zidakwezedwa theka loyamba la chaka, mtengo wake phukusi lonse la makampani onse a courier wachepa. Shentong Express (002468.Sz), yomwe idawona kukula kwakukulu, kutsika mtengo pa phukusi lililonse ndi 8.2% yuan, kuyika chiyambi cha nkhondo zamtundu watsopano.
Ngakhale JD.com (JD.o, 09618.hk), omwe nthawi zonse amakhala omasuka kwambiri, amachepetsa cholembera chaulere, yuan mpaka 59 yuan kwa nthawi yoyamba.
Kodi gawo ili lozungulira litangobwezeretsa nkhondo zam'mbuyomu?
Pamwambapa, ndi nkhondo yamtengo wapatali, koma zenizeni, mpikisano wapadziko lonse.
Kukambirana za akatswiri akatswiri opanga zinthu kumaphatikizapo E-Commerce.
Pakadali pano, akaunti ya malonda ya E-Commerce kwa oposa 80% ya mavoliyumu a Express, ndipo kuchuluka kwa malonda ogulitsa e-commerce kumayenda bwino kuposa kugulitsa zogulitsa zonse.
Kumbuyo kwa kampani iliyonse yokwera ku China, pali kampani yoimira malo, monga Alibaba (Baba..) Fotokozerani.
Pankhani yamabizinesi, makampani atatu a E-Commerces amasiyana kwambiri: Makampani a JD amagwira ntchito mwachindunji, COINAOOO makamaka amagwira ntchito yopumira, ndipo J & T Express imagwiritsa ntchito Franchise Model.
Ngakhale kuti Cianiao adanenanso kuti sanachite nawo ntchito zotumiza, kuyambira ku Daniao kupita ku CORPARD APA ndipo tsopano Cianiao afotokozedwe, udindo wa ntchito zolowera mkati mwa CAiniao akufunika kwambiri.
Pakadali pano, CIRIao akufotokozerani kuti ali paulendo wogwira ntchito yabwino, kuthandiza bizinesi yotsogola ya Alibaba
Kusiyananso kwakukulu pakati pamagulu atatuwo ndi bizinesi yawo yakunja.
CIAiniao amapanga 47% ya ndalama zochokera ku mayiko akunja, kuphatikizapo katundu wachi China omwe amatumizidwa ndi katundu wakunja kuti atuluke. Kampaniyo ndiye kampani yayikulu kwambiri yotsatira kwambiri padziko lapansi.
CIAiniao imachokeranso 16% ya ndalama zake kuchokera ku zinthu zapakhomo, ndi ndalama ya 36 biliyoni yovuta kwambiri m'zaka 2022 zapitazi (chaka cha Kainiao chimatha mu Marichi)
J & T Express idachokera ku Southeast Asia, yokhazikitsidwa mu 2015, ndikulowa msika waku China mu 2020 ngakhale atayamba kukayikira. M'masiku atatu okha, idafika pa 28.3 biliyoni Yuan pamsika waku China, wokhala ndi gawo la 10.9% pogwiritsa ntchito voliyumu, gwiritsani ntchito chisanu ndi chimodzi.
Chaka chatha, J & T Expreser adatulutsa ndalama za 16.4 biliyoni Yuan kuchokera ku Southeast Asia, kumawerengera 33% ya ndalama zonse.
Ngakhale kukomoka kwa JD kuli ndi kupezeka kwina konse, kumagwira ntchito ku China.
Osangokhala malingaliro a malonda okha, koma SF Express adalowanso kumsika wakum'mawa kwa Asia mu 2021 kudzera pa kupeza kwa kukonzekera kwa Kerry. Pakadali pano, ndi mtsogoleri pakati pa makampani okwanira ku Southeast Asia. Cholinga choyambirira cha ndalama zoyendetsera ndalama pa Hong Kong stock kusinthana ndikuwonjezera mphamvu zamalire ndi mipiringidzo.
Zikuwonekeratu kuti makampani omwe akufuna ndalama zoyendetsera ndalama motere amakhala ndi bizinesi inayake. Nkhondo ya Mtengo ndi mawonekedwe chabe; Sourgy idakula kale mpikisano wapadziko lonse lapansi.
Mpikisano mu gawo lonse komanso phindu.
M'malingaliro a mpikisano wapadziko lonse, msika waku China mosakayikira ndi wofunikira, koma makampani sayenera kupezeka kwa zopindulitsa ndi zotayika za mzinda umodzi. Pamapeto pake, zonse zimatsika pampikisano mu sikelo yayikulu komanso phindu.
Pakati pa makampani atatu a E-Commerce, zinthu za JD zimakhala zazikulu kwambiri, ndi ndalama za 137.4 biliyoni za chaka chatha, zomwe zidatsatiridwa ndi Citaliy's 77.8 Biliyoni Thilal Chaka cha 2022
Onse awiri a JD ndi J & T Express apanga zowonjezera zaposachedwa.
CD CICUTIStistics zidapeza kuti Kuanue Exprest mu Ogasiti 2020 ndi deppton Kists (603056.sh) mu Julayi chaka chatha.
J & T Express zomwe zapezedwa ku Southeast Asia kuchokera ku Juni mpaka pa Disembala 2021, ndi fengwang Exprench.
Pankhani ya zakukula koyambira kokha, CIAiniao idapitiliranso mitengo ya JD chaka chino, ndi JD Malangizo a JD ikukula ikupitilirabe.
Popeza chaka chachuma cha Cineao si chaka chakale, pogwiritsa ntchito gawo kuyambira theka loyamba la chaka chino, kuchuluka kwa ortic's CAIDEA ali ndi zaka 24,7%.
J & T Express, yomwe idalowa msika wapanyumba mochedwa, wawona mitengo yoyambira yoyambira, ndikukula kwa zaka 6.2% mu theka loyamba la chaka chino (ku RMMB).
Pankhani yopindulitsa, malire akuluawo a CAiniao ndi apamwamba kuposa momwe JD amathandizira kuti azopindulitsa, ndipo malire ake obisika awonetsa motakatu kwambiri, pokwaniritsa zipatso chaka choyamba cha 2023.
Malire a J & T asintha gawo lokhazikika mu theka loyamba la chaka chino, ndikutayika kwakukulu, ndi malire ogwirira ntchito a -19.9% chaka chatha.
Zinthu zomwe ophunzira adazindikira kale zaphunzira kale sizikhala ndi chidziwitso chabwino chotere.
Malangizo a JD: Kupambana chifukwa cha jd, kulimbana chifukwa cha jd
Liu Qiangdong nthawi ina adati, "M'tsogolomu, pamakhala makampani awiri okha omwe apulumuka pazomwe akatswiri azachipatala, imodzi ndi jd, ndipo winayo ndi sf express."
Mawuwa ndi olondola theka.
Nthawi imeneyo, Alibaba sanalowe mu ntchito zophatikizana, ndipo makampani monga SF express ndi manmachang sanali opikisana nawo a JD kapena SF Express. Komabe, sikeni yodzilamulira ya Alibaba idakula kwambiri, ndipo pindopaduo.
Monga makampani a E-azamalonda amafika pa chitukuko, ayenera kulimbikitsa ulamuliro gawo la mfundo. Zinthu zoyendetsedwa bwino zimatha kuchepetsa mtengo, sinthani mtundu wa chithandizo, ndikulimbikitsa kukulitsa bizinesi, potero kudyetsanso maudindo ena.
Kuchokera panjirayi, sizikuwoneka kuti zimphona zinayi za E-Commerce za E-Commerce, Alibaba, pindoduma, ndi Douyey-ithandizanso mabizinesi ena akhungu
GD ikuchitika mothandizidwa ndi JD. Chaka chatha, 74% ya ndalama zokwanira za JD zidaperekedwa ku JD GD, gawo lalikulu.
Komabe, chifukwa cha zovuta zake zokha, JD singathenso kuthandizanso kwambiri ku GD.
Chaka chatha, zida zamagetsi ndi zida zapakhomo zidakula ndi 4.7%, ndipo siziyenera tsiku ndi tsiku ndi 8.1%, zonse zikugunda zaka zambiri.
Mu theka loyamba la chaka chino, kuchuluka kwa mankhwala apamagetsi ndi zida zapakhomo zitasinthidwa ku 5.5%, pomwe zofunikira za tsiku ndi tsiku sizikuwonetsa kukula, ndikutsikira kwa chaka cha 0.2%.
Chaka chatha komanso theka loyamba la chaka chino, jd zikulowetsa zochokera ku jd grw ndi 5.9% ndikuchepa ndi 2.4%, motsatana.
Kuchokera pakuwona zachuma za sikelo, zinthu za JD ziyenera kukulitsa makasitomala akunja.
Malangizo a JD amaphatikiza makasitomala ake m'mitundu itatu: JD Gulu, makasitomala ophatikizidwa ndi kunja, ndi makasitomala ena akunja.
Kusiyana kwakukulu pakati pa awiriwo ndikuti ulalo womwe umaphatikizidwa umapereka phindu lililonse ndi kuchuluka kwamitengo yosiyanasiyana, pomwe kampani imapereka zinthu zokwanira monga makasitomala ena akunja, komwe mumakhala kuti mukulipira.
Kuyambira mu 2019, kukula kwa makasitomala ena akunja kwatha kupitirira kwa makasitomala ophatikizika akunja, omwe akuwonetsa kuti kampaniyo ikuwonjezera zomalizazo sizinayende bwino.
Kuphatikiza apo, nsanja ngati douyey ndi kuaousou ndi "makasitomala ena akunja," kutanthauza za JD kumangowathandiza ndi sf express, ndi ena papulatifomu yomweyo.
Julayi yomaliza, kupeza kwa Deppin Fiticts kunadzetsa makasitomala ena ambiri.
Zotsatira zake, ngakhale panali kampani yayikulu kwambiri yothandizira panyumba, jd zamitundu yayikulu kwambiri ndi sf express ndipo sizingatheke zokhazikika ngati sf express.
Liu Qingdong akuwonera bwino za malonda a E-Commerce pamakampani okhudzana ndi mapulogalamu. Malangizo a JD sanapulumuke kukhazikitsidwa kwa malo a e-commerce. Titha kunena kuti zimachita bwino chifukwa cha jd ndi zovuta chifukwa cha jd.
Kupita Padziko Lonse: J & T Express ndi Ciniao
Monga tanena kale, mutu waukulu wa mpikisano wozungulira wa Courier ukuyenda padziko lonse lapansi.
Izi sizongoti misika yakunja imangopatsa mphamvu zotheka komanso chifukwa chifukwa zambiri zopindulitsa m'misika iyi ndiyabwino.
Kutenga j & t kufotokoza fanizo, mtengo pa chidutswa chilichonse kumsika wakum'mawa kwa China pafupifupi katatu wa China, wokhala ndi malire mpaka 20% chaka chatha, apamwamba kuposa sf express. Uwu ndiye chidaliro kumbuyo kwa J & T kubwerera kumsika wanyumba.
Ngakhale Cianiao sanawulule malire ndi ndalama zonsezi ndi gawo la bizinesi, kuwerengetsa kuwonetsa kuti phukusi lazinthu lapadziko lonse lapansi lisanathe 25 yuan chaka choyambirira, ndipo lakhala likuwonjezeka chaka. . Mosiyana ndi zimenezo, ndalama zambiri zokhala ndi nyumba zapakhomo ndizochepera 15 yuan ndipo pang'onopang'ono ikuchepa pang'onopang'ono.
Malo oganiza bwino omwe ali pamtunda ndi akulu.
Potengera kuchuluka kwa phukusi, CIAiniao ndi njira yayikulu kwambiri yolowera padziko lonse lapansi, yoyambira yoyamba ku China kunja ndi kulowerera malo ogulitsa e-commerce. Cumaiao alinso ndi malo ogulitsira am'mimba kwambiri padziko lonse lapansi padziko lonse lapansi.
Makampani atatu aku China omwe ali pamwamba khumi: nthawi ya mpikisano wapadziko lonse wafika
Mapulogalamu ndi msika wakale, kutulutsa kuchokera pamsewu woyambirira ndi mayendedwe amadzi kupita ku sitima zapamadzi, ndipo posachedwa munjira zopitilira muyeso womwewo.
Pazonse, makampani aku China ndi omwe ali ndi kale pantchito iyi. Pakati pa makampani khumi apamwamba adziko lapansi, kupatula makampani aku China, onse ali kuzunguliridwa m'mayiko otukuka monga US, Germany, Japan, ndi France.
Makampani atatu achikunja omwe ali pamwamba khumi ndi SF Express (wachinayi), JD), ndi CIAiniao (chakhumi). Poganizira za kukula kwa makampani a China a E-Commerce ndipo akampani aku China akadali ndi vuto lalikulu.
Izi ndizomwe zimatanthauza kuti J & T akufotokozera kuti abwerere kumsika waku China.
Ndi gawo lalikulu lomwe lidakwaniritsidwa, kukula kwa malonda a E-Commerce, ndipo kutumiza kunja kwa zinthu zaku China, mpikisano wapadziko lonse ukhala mutu waukulu wa mpikisano watsopano.
Pambuyo pa kukula kwa malonda awa, China kwawona mafilimu angapo okhudzana ndi jd, CIAiniao, ndi J & T Express.
Kuyambira chiyambi cha chaka chino, nkhondo yatsopano ya Courier yayamba, ndi makampani othandizira omwe amafunsira kugulitsa ndalama zina.
Komabe, weramitsa mwakuya, nkhondo yamtengoyo ndi mawonekedwe; Cholinga chachikulu chopeza ndalama ndikupita padziko lonse lapansi, lomwe ndiye mutu waukulu wa mpikisano ukuzungulira.
Chifukwa cha kusintha kwa Alibaba kuti muchite opareshoni komanso kukwera kwa pindoduo, makampani awa akuyang'ana kwambiri kwambiri pakulamulira gawo la mapulogalamu. Kunenera kwa Liangdong komwe kungakhale makampani awiri okha omwe atsalira ku China kwasweka.
Kukwera mwachangu kwa douyen e-commerce yawonjezeranso zosintha ku malonda.
Mu kusintha ukusintha, zomwe zidachitika kale, zomwe zidakakamizidwa kukula kwa kampani ya makolo awo.
Kainiao ndi J & T Express, mbali inayo, apindula ndi machekeji akuluakulu amtundu wawo wolemekezeka ndipo adapanga mabizinesi akunja, akuwonetsa kuti makampani aku China amakhozanso.
Post Nthawi: Jul-29-2024