Kutayika, kutsekedwa kwa masitolo, kuchotsedwa ntchito, ndi kutsika kwabwino kwakhala nkhani zofala m'gawo lazamalonda la e-commerce chaka chino, zomwe zikuwonetsa malingaliro oyipa.Malinga ndi "2023 H1 China Fresh E-Commerce Market Data Report," kuchuluka kwa malonda atsopano a e-commerce mu 2023 akuyembekezeka kutsika kwambiri m'zaka zisanu ndi zinayi, ndikulowa kwamakampani pafupifupi 8.97%, kutsika ndi 12.75 % chaka ndi chaka.

Pakusintha kwa msika ndi mpikisano, nsanja ngati Dingdong Maicai ndi Hema Fresh, omwe akadali ndi mphamvu zina, akuyesetsa kuchitapo kanthu kuti athane ndi zovuta komanso kufunafuna mwayi watsopano wakukula.Ena ayimitsa kukulitsa kuti ayang'ane pakuchita bwino m'malo mokulira, pomwe ena akupitiliza kupititsa patsogolo machitidwe awo ozizira ndi maukonde operekera kuti agwire nawo msika mwachangu.

Ndikoyenera kudziwa kuti ngakhale msika wamakono wamalonda ukukula mofulumira, umakhalabe wotanganidwa ndi mayendedwe ozizira kwambiri ndi ndalama zogwirira ntchito, kutayika kwakukulu, ndi kudandaula kawirikawiri kwa ogwiritsa ntchito.Kwa nsanja monga Dingdong Maicai ndi Hema Fresh kuti apeze kukula kwatsopano ndikupita patsogolo, ulendowu udzakhala wovuta.

Masiku a Ulemerero Apita

M'mbuyomu, kukula mwachangu kwa intaneti kudapangitsa kuti bizinesi yatsopano ya e-commerce ikweze mwachangu.Oyambitsa angapo komanso zimphona zapaintaneti zidasanthula mitundu yosiyanasiyana, zomwe zidapangitsa kuti bizinesiyo ichuluke.Zitsanzo zikuphatikizapo chitsanzo cha nyumba yosungiramo katundu chomwe chikuyimiridwa ndi Dingdong Maicai ndi MissFresh, ndi chitsanzo chophatikizana cha sitolo yosungiramo katundu choimiridwa ndi Hema ndi Yonghui.Ngakhale osewera a e-commerce ngati JD, Tmall, ndi Pinduoduo adapangitsa kupezeka kwawo kumva.

Mabizinesi, masitolo akuluakulu osapezeka pa intaneti, komanso osewera pa intaneti adasefukira panjira yatsopano yamalonda yapa e-commerce, ndikupangitsa kuphulika kwakukulu komanso mpikisano waukulu.Komabe, mpikisano waukulu wa "nyanja yofiira" pamapeto pake udapangitsa kugwa kwamakampani atsopano a e-commerce, zomwe zidabweretsa nyengo yozizira pamsika.

Choyamba, kufunafuna koyambirira kwa mapulatifomu atsopano a e-commerce kudapangitsa kuti chiwonjezeko chiwonjezeke, zomwe zidapangitsa kuti pakhale ndalama zambiri zogwirira ntchito komanso kutayika kosalekeza, zomwe zidabweretsa zovuta zopindulitsa.Ziwerengero zikuwonetsa kuti m'makampani atsopano a e-commerce, 88% yamakampani akutaya ndalama, ndi 4% yokha yomwe ikuphwanya ndipo 1% yokha ikupanga phindu.

Kachiwiri, chifukwa champikisano wowopsa wamsika, kukwera mtengo kwa magwiridwe antchito, komanso kusinthasintha kwa msika, nsanja zambiri zatsopano za e-commerce zatsekedwa, kuchotsedwa ntchito, ndikutuluka.Mu theka loyamba la 2023, Yonghui adatseka masitolo akuluakulu 29, pomwe Carrefour China idatseka masitolo 33 kuyambira Januware mpaka Marichi, zomwe zimawerengera gawo limodzi mwa magawo asanu a masitolo ake onse.

Chachitatu, nsanja zatsopano za e-commerce zavutikira kuti apeze phindu, zomwe zimapangitsa kuti osunga ndalama azikhala osamala powapezera ndalama.Malinga ndi iiMedia Research, kuchuluka kwa ndalama ndi ndalama mu gawo latsopano la e-commerce kudatsika mu 2022, kutsala pang'ono kubwerera ku 2013.Pofika pa Marichi 2023, panali chochitika chimodzi chokha chandalama m'makampani atsopano a e-commerce ku China, ndi ndalama zokwana 30 miliyoni RMB.

Chachinai, nkhani monga mtundu wazinthu, kubweza ndalama, kubweretsa, zovuta zamadongosolo, ndi kukwezedwa zabodza ndizofala, zomwe zimapangitsa kudandaula pafupipafupi pazantchito zatsopano za e-commerce.Malinga ndi "E-Commerce Complaint Platform," mitundu yayikulu yodandaula kuchokera kwa ogwiritsa ntchito ma e-commerce atsopano mu 2022 inali mtundu wazinthu (16.25%), kubweza ndalama (16.25%), ndi mavuto obweretsa (12.50%).

Dingdong Maicai: Bwererani Kutsogolo

Monga wopulumuka pankhondo zatsopano za e-commerce, machitidwe a Dingdong Maicai sakhala osakhazikika, zomwe zidapangitsa kuti atengere njira yopulumukira kuti apulumuke.

Kuyambira 2022, Dingdong Maicai wachoka pang'onopang'ono m'mizinda ingapo, kuphatikiza Xiamen, Tianjin, Zhongshan, Zhuhai ku Guangdong, Xuancheng ndi Chuzhou ku Anhui, ndi Tangshan ndi Langfang ku Hebei.Posachedwa, idatulukanso pamsika wa Sichuan-Chongqing, ndikutseka masiteshoni ku Chongqing ndi Chengdu, ndikusiya mizinda 25 yokha.

Mawu a Dingdong Maicai okhudza malo omwe abwerera kwawo adatchula kutsika kwamitengo komanso kuwongolera bwino ngati zifukwa zosinthira ntchito zake ku Chongqing ndi Chengdu, kuyimitsa ntchito m'malo awa ndikusungabe ntchito zina kwina.M'malo mwake, kubwerera kwa Dingdong Maicai kumafuna kuchepetsa ndalama komanso kukonza bwino.

Kuchokera pazachuma, njira yochepetsera mtengo ya Dingdong Maicai yawonetsa bwino, pomwe phindu loyamba lidapeza.Lipoti la zachuma likuwonetsa kuti ndalama za Dingdong Maicai za Q2 2023 zinali 4.8406 biliyoni RMB, poyerekeza ndi 6.6344 biliyoni RMB panthawi yomweyi chaka chatha.Phindu losakhala la GAAP linali 7.5 miliyoni RMB, zomwe zikuwonetsa gawo lachitatu motsatizana la phindu losakhala la GAAP.

Hema Mwatsopano: Kuukira Patsogolo

Mosiyana ndi njira ya Dingdong Maicai "yochepetsa ndalama," Hema Fresh, yemwe amatsatira chitsanzo chophatikizana ndi malo osungiramo katundu, akupitiriza kukula mofulumira.

Choyamba, a Hema adayambitsa ntchito ya "1-Hour Delivery" kuti agwire msika wotumizira pompopompo, kulemba anthu otumizira mauthenga ambiri kuti apititse patsogolo ntchito zotumizira ndikudzaza mipata m'malo omwe alibe njira zogulitsira zatsopano.Mwa kukhathamiritsa mayendedwe ndi ma chain chain, Hema imakulitsa kuthekera kwake kwautumiki kuti ikwaniritse kutumiza mwachangu komanso kuyang'anira zinthu moyenera, kuthana ndi nthawi yake komanso zofooka zamalonda atsopano a e-commerce.M'mwezi wa Marichi, a Hema adalengeza mwalamulo kukhazikitsidwa kwa ntchito ya "1-Hour Delivery" ndikuyambitsa ntchito yatsopano yolemba anthu otumiza.

Kachiwiri, Hema akutsegula mwaukali masitolo m'mizinda yoyamba, akufuna kukulitsa gawo lake pomwe nsanja zina zatsopano za e-commerce zikuyimitsa kukula.Malinga ndi Hema, 30 masitolo atsopano akukonzekera kutsegula mu September, kuphatikizapo 16 masitolo Hema Mwatsopano, 3 masitolo Hema Mini, 9 masitolo Hema Outlet, 1 Hema Premier sitolo, ndi 1 zinachitikira sitolo pa Hangzhou Asian Games Media Center.

Kuphatikiza apo, Hema adayambitsanso ndondomeko yake.Ngati zalembedwa bwino, ipeza ndalama zochulukirapo zamapulojekiti atsopano, kafukufuku ndi chitukuko, ndi kukweza msika kuti zithandizire kukula kwabizinesi ndi kukulirakulira.M'mwezi wa Marichi, Alibaba adalengeza kusintha kwake kwa "1 + 6+N", ndi Cloud Intelligence Group yopatukana kuchokera ku Alibaba kuti ipite payokha pamndandanda, ndipo Hema adayambitsa ndondomeko yake, yomwe ikuyembekezeka kumalizidwa mkati mwa miyezi 6-12.Komabe, malipoti aposachedwa atolankhani akuwonetsa kuti Alibaba ayimitsa dongosolo la Hema ku Hong Kong IPO, pomwe Hema adayankha "palibe ndemanga".

Kaya Hema atha kulembetsa bwino sikudziwikabe, koma ili kale ndi njira zambiri zobweretsera, kuchuluka kwazinthu zambiri, komanso njira yabwino yoperekera zinthu, kupanga bizinesi yokhazikika yokhala ndi phindu lochulukirapo.

Pomaliza, kaya akubwerera kuti apulumuke kapena kuwukira kuti achite bwino, nsanja ngati Hema Fresh ndi Dingdong Maicai akuphatikiza mabizinesi awo omwe alipo pomwe akufunafuna zatsopano.Iwo akukulitsa njira zawo zopezera "malo ogulitsira" atsopano ndikusinthira magawo awo azakudya, ndikusintha kukhala nsanja zamalonda zama e-commerce okhala ndi mitundu ingapo.Komabe, sizikudziwika ngati mabizinesi atsopanowa adzayenda bwino ndikuthandizira kukula kwamtsogolo.