Houcheng, 59, amafunika mwayi wotsimikizira kuthekera kwa hema kupita ku Liu Qiangdong, Zhang Yong, ndi Jack Ma.
Posachedwa, kusintha kwadzidzidzi kwa Hema kong IPO KOM WA HOG Hill wina kumsika wogulitsa nyumba. M'zaka zaposachedwa, msika wapansi suti wogulitsira ku China wakhala pansi pamtambo, ndi nkhani zosasinthika, malo otsekera, ndipo zotayika zimagunda makanema, zomwe zimapangitsa kuti ogula apanyumba alibe ndalama zogwirira ntchito. Zina ngakhale nthabwala zomwe zimagulitsidwa kwambiri zomwe zimatsegulira zitseko zawo zikuchita izi chifukwa cha chikondi.
Komabe, malo ogulitsira ammudzi apeza kuti mabizinesi akuluakulu apadera oyenda ngati Aldi, a Sam's Sclub, ndi Costco akadali kutsegula masitolo atsopano. Mwachitsanzo, Aldi watsegula masitolo oposa 50 ku Shanghai yekha m'zaka zinayi zokha kuchokera ku China. Mofananamo, kalabu ya Sam ikuthandizira mapulani kuti atsegule masitolo atsopano 6-7 pachaka, ku Dongguan, Dongguan, Jinaxe, ndi Jinjiang, ndi Jinzeang.
Kukula kwamphamvu kwa malo ogulitsira kunja m'misika yosiyanasiyana yaku China kumasiyananso kwambiri ndi malo osungitsa ogulitsa masitolo akuluakulu am'deralo. Zosachedwa mabizinesi akuluakulu amderali ngati bbk, yoghui, Liathhua, a Lumhua, zr-mateji, zhongqi, ndi Hongqi, ndi Hungqi, ndi kupitiriza kukula kwatsopano. Komabe, kuwoneka mozungulira, mitundu yosiyanasiyana yopanga masana a China ndizosowa, ndi hema kukhala imodzi mwapadera.
Mosiyana ndi Walmart, Carrefour, Club ya Sam, Costco, kapena Aldi, " Kupatula apo, Walmart, yemwe wazika mizu yochokera ku China kwa zaka zopitilira 20, ndipo Aldi, omwe angolowa pamsika waku China, onsewo amamuwona "Kutumiza Kwathu Kwakunyumba" Mbali Yabwino Kwambiri M'tsogolo.
01 Chifukwa chiyani hema yamtengo wapatali $ 10 biliyoni?
Kuyambira kukhazikitsa mndandanda wazolowera ku mafoni omwe sanasinthidwe mu Seputembara, hema apitilizabe masitolo otseguka ndipo amathandizira kukula kwa malonda ake. Kulemba kwa Hema kumayembekezeredwa mwachidwi, koma malinga ndi magwero osiyanasiyana, kuimitsidwa kungakhale chifukwa phindu lake likuchepa. Kukambirana koyambirira kwa Alibaba ndi omwe angagwiritse ntchito ndalama za Hema pafupifupi $ 4 biliyoni, pomwe cholinga cha Libobabada cha Alibaba cha Hema chinali $ 10 biliyoni.
Mtengo weniweni wa hema siwongonena pano, koma mtundu wake wobwereka nyumba ndiyofunika chidwi cha aliyense. Masitolo ammudzi ammudzi akukhulupirira kuti hema tsopano amafanana ndi kuphatikiza kwa Meituan, Data, ndi ziwonetsero. Mwanjira ina, chuma chamtengo wapatali kwambiri sichili masitolo awo 337 koma dongosolo lazogulitsa komanso mtundu wa data kumbuyo kwake.
Zogulitsa zakutsogolo
Hema sikuti ali ndi pulogalamu yodziyimira pawokha komanso malo ogulitsira ovomerezeka pa Tabano, TMAAL, alipo, ndi eyiti.M, gawo lonse la Alibaba Ecosystem. Kuphatikiza apo, zikuthandizirani kuchokera ku Mapulogalamu ngati Xiaonthongshu ndi Amap, kuphimba zochitika zingapo zogulitsa.
Chifukwa cha kupezeka kwake pa mapulogalamu osiyanasiyana, hema amasangalala ndi kuchuluka kwa magalimoto omwe amatuluka mpikisano wapamwamba kwambiri, kuphatikiza walmart, melro, ndi Costco. Mwachitsanzo, Tabano ndi alipoy aliyense ali ndi ogwiritsa ntchito pamwezi pamwezi amagwira (Mau), pomwe Ealm.ME ali ndi oposa 70 miliyoni.
Pofika pa Marichi 2022, pulogalamu yomwe Hema idali inali yoposa 27 miliyoni Mau. Poyerekeza ndi Club, Costco, ndi Yonghui, omwe akufunikabe kusintha alendo ogwiritsa ntchito pulogalamu, dziwe la Hema lomwe lilipo kale lizithandizira kutsegulidwa kwa malo owonjezera 300.
Hema sikuti ndi kuchuluka kwa magalimoto komanso olemera mu deta. Imatha kupeza kuchuluka kwazinthu zokonda ndi zogwiritsa ntchito kuchokera ku Tabano ndi eth.me, komanso zambiri zowunikira kuchokera ku XiaothongSu ndi Weibo, ndi IIBO, ndi IIBO, ndi IIBO, ndi IIBO, ndi IIBO, ndi IIBO, ndi IIBO, ndi IIBO, ndi IIBO, ndi IIBO
Muli ndi izi, hema amatha kumvetsetsa bwino lomwe anthu wamba aliyense. Ubwino wa data uwu umapereka chitsimikiziro chofuna kubwereketsa ndalama m'malo okhwima mabizinesi okhwima nthawi zingapo kwambiri kuposa mtengo wamsika.
Kuphatikiza pa kuchuluka kwa magalimoto ndi ma deta, hema amadzitamandiranso kuti azingokhala ndi nkhawa kwambiri. Pakadali pano, hema wakhala ali ndi ogwiritsa ntchito olembetsa 60 miliyoni, ndipo ali ndi 27 miliyoni Mau, ogwiritsa ntchito ake amapitilira nsanja zodziwika ngati XiaonthongSu ndi Bilibili.
Ngati magalimoto ndi deta ndi zoyambira za Hema, ukadaulo wa mitundu iyi ndi wowoneka bwino kwambiri. Mu 2019, Hema adawonetsa poyera njira yake yogwirira ntchito retail, yomwe imatha kuwoneka ngati fupa la msana wa hema, kuphimba mashopu ogulitsa, machitidwe a mamembala, zopereka, ndi kupereka ndalama.
Zochita za Hema, kuphatikizapo kuchulukana kwazinthu, kugwiritsa ntchito njira zoperekera, komanso kusamala kwa zinthu, nthawi zambiri zimayamikiridwa, chifukwa cha kuvomerezedwa ndi Rex. Malinga ndi kafukufuku wa makampani osokoneza bongo, masitolo akuluakulu a hema amatha kuthana ndi ma oda oposa 10,000 tsiku lililonse pamavuto akulu, omwe ali ndi maora okwanira 2,500 pa ola limodzi. Kuti mukwaniritse mphindi 30-60 mphindi muyezo, ma hema ogulitsira ayenera kunyamula ndikuyika mkati mwa mphindi 10-15 ndikupereka mkati mwa mphindi 15-30.
Kuti musunge bwino ntchito imeneyi, kuwerengetsa kwa nthawi yeniyeni, kukonzanso kwanthawi yayitali, komanso kugwirizana kwa malo ogulitsira ndi ma algorithms ambiri kumafunikira kutsanzira kwambiri komanso ma algorithms ophatikizika, abambo, ndi DMall.
Masitolo ammudzi ammudzi amakhulupirira kuti m'malo ogulitsa nyumba, kupatula magalimoto, deta, ndi ma algorithms, luso la ogulitsa ndilofunikira. Masitolo osiyanasiyana amayang'ana kwa anthu ogula osiyanasiyana, ndipo ogula amagwiritsa ntchito nthawi ndi dera. Chifukwa chake, kaya ndi unyolo wamalonda wogwiritsa ntchito mankhwala a Huntram ndi njira yofunika kwambiri yosungirako malo ogulitsa nyumba.
Kusankhidwa ndi kuperekera unyolo
Kalabu ya Sam ndi Costco athetsa zaka zambiri kulemekeza kuthekera kwawo, ndipo hema akhala akutsuka ake kuti akhale zaka zisanu ndi ziwiri. Hema amatulutsa njira yofananira ndi kalabu ya Sam ndi Costco, ndikuyang'ana kuti ayang'anire katundu wake, kuchokera ku zinthu zoweta mpaka pazinthu zopanga, ndikupanga nkhani zazinthu zapadera za kusiyanasiyana.
Hema woyamba amazindikira madera opanga pazinthu zilizonse, amafanizira othandizira, ndikusankha zinthu zapamwamba kwambiri komanso fakitale yoyenera. Hema amapereka fanolo ndi njira zokhazikika, mapangidwe mapangidwe, ndi mndandanda wazomwe zosakira, kuonetsetsa malonda amakumana miyezo yotsimikizika. Pambuyo popanga, zinthu zomwe zimayesedwa mkati mwathu, kugulitsa woyendetsa ndege, ndi mayankho asanagawidwe kuti asungidwe padziko lonse lapansi.
Poyamba, Hema adalimbana ndi chifukwa cholunjika koma pamapeto pake adapeza nyimbo yake mwakulanda malo obzala, kukhazikitsa Danba Village ku Shubai, ndipo poimfa ya sigrara ku Rwanda, ndikupereka zinthu 699.
Poyerekeza ndi zabwino za SAM ndi zokolola za ku Cowco, "m'mudzi wa Hema" womwe umayambitsa unyolo wamphamvu, umapereka zabwino kwambiri komanso kusiyanitsa.
Tekinoloje ndi luso
Dongosolo la Rex logwiritsa ntchito rex retail limagwirizanitsa makina ambiri, kuphatikizapo ntchito zosungira, mamembala, zopereka, ndikugwiritsa ntchito bwino kwambiri. Mwachitsanzo, pamasitolo akuluakulu a Hema amatha kuthana ndi madongosolo oposa 10,000 tsiku lililonse, ndi malo okwanira okwanira 2,500 pa ola limodzi. Kukumana ndi mphindi 30-60 mphindi kumafunikira molondola njira yopezera nthawi yeniyeni, kusinthanitsa kwa nthawi yayitali, kusinthika kwakukulu kwa mzinda, komanso mgwirizano ndi zinthu zovuta zachitatu, omwe amathandizidwa ndi algorithms ovuta.
Zitsulo Zapakhomo
Sitima za Hema 13 Makasitomala mu radius 3-kilomer amatha kusangalala ndi mphindi 30 zokha. Masitolo okhwima, ogwiriridwa kwa zaka zopitilira 1.5, pafupifupi 1,200 tsiku lililonse amatumiza pa intaneti, ndi malonda ogulitsa pa intaneti omwe amathandizira ndalama zopitilira 60%. Mtengo wapakatikati umakhala pafupifupi 100 RMB, ndi ndalama zopitilira 800,000, kukwaniritsa zogulitsa katatu katatu kanthawi kopumira.
02 Chifukwa chiyani Hema yekha wopikisana nawo wa Wmart?
Worlmert Mbale's Purezidenti wa a WAVAT, Zhu Xuaoing, adanenedwa mkati mwakuti hema ndiye amene amapikisana ndi kalabu ya Sam ku China. Pankhani yotsegulira nyama, hema zonena kumbuyo kwa ziwonetsero, zomwe zakhala zikuchitika zaka zoposa 40 ndi masitolo oposa 800 padziko lonse lapansi, kuphatikizapo zoposa 40 ku China. Hema, atakhala ndi masitolo 337, kuphatikiza masitolo a chindewero 9 okha, chimawoneka chocheperako poyerekeza.
Komabe, potumiza kunyumba, kusiyana pakati pa kalabu ya Sam ndi hema silofunika. Kalabu ya Sam adasiya kutumiza kunyumba mu 2010, patatha zaka zinayi atalowa ku China, koma chifukwa cha zizolowezi zothamanga, ntchitoyo idachotsedwa mwakachetechete patatha miyezi ingapo. Kuyambira nthawi imeneyo, kalabu ya Sam yasintha mosalekeza.
Mu 2017, kukonzekera malo ake osungirako mabizinesi (malo osungiramo mitambo), malo osungiramo malo), ntchito yoperekera "yoperekera" Beijing, ndi Shanghai, ikuthandizira kukula kwanyumba. Pakadali pano, makalabu a Sam amayendetsa malo ogulitsira a mtanda, aliyense akuthandizira pakupereka kwamphamvu mkati mwa mzinda wake, wokhala ndi nyumba zosungiramo malo 500 padziko lonse lapansi, akukwaniritsa mavoliyumu ndi luso.
Mabizinesi a SAM, kuphatikiza masitolo akuluakulu okhala ndi nyumba zosungiramo mitambo, amawonetsetsa zosungiramo zinthu zakale, zomwe zimapangitsa kuti zikhale zopatsa chidwi: madongosolo oposa 1,000 tsiku lililonse komanso mtengo wambiri wopitilira 200 RMB. Magwiridwe awa magwiridwe antchito a Sam ngati mtsogoleri yemwe ali m'makampaniwo.
03 Yongghui Kukana Kugulitsa kwa JD
Ngakhale kuti Yonghui sanadabwe chidwi cha oyang'anira a Wmart, zoyeserera zake zoperekera anzawo kunyumba, zimapangitsa kuti zikhale chitsanzo chabwino kwambiri.
Kuyimira zakale zazachikhalidwe chachikulu cha China, yogghui ndi chitsanzo chachikulu chamitseko yayikulu kwambiri yomwe yakhala ikukula ngakhale kuti imapikisana ndi zimphona zakunja. Monga zimphona zapamwamba kwambiri zosungirako zakunja, yongghui yayamba kujambula nsanja ndi kutumizira nyumba, kukhala mtsogoleri pakati pa mabizinesi akuluakulu am'deralo.
Ngakhale zovuta zambiri komanso kulakwitsa kosalekeza, yonghui yakhala mtsogoleri wazomwe amayang'anira nyumba, omwe ali ndi zosungiramo zinthu zapamwamba za 940 e.
Malo osungiramo zinthu zakale ndi ndalama
Kuyambira 2023, Yonghui imagwira ntchito m'malo osungiramo zinthu 940 e-commer (kuphimba mizinda ya 15), kuphimba mizinda ya 181), ndikuphimba chosungirako (zophimba), fujing, ndi Beijing). Pakati pawo, opitilira 100 ndi osungiramo nyumba zosungiramo 800-1000.
Mu theka loyamba la 2023, Revern's Onfice's Onlice RMMB, liziwerengera 18.7% ya ndalama zake zonse, ndi ndalama zopitilira chaka chonse. Bizinesi yodzikongoletsera yakunyumba ya Yonghui imakwirira malo ogulitsira 946, kupanga mbmb 4.06 biliyoni mu malonda, pafupifupi madongosolo 295,000 tsiku lililonse komanso kuphulika kwa pamwezi kwa 48.9%. Buku lake lachitatu lachitatu la maphwando limakwirira masitolo 922, kupanga 3.86 Biliyoni RM
Ngakhale zinthu zake zimakhala zabwino, yohghui ilibe ndalama zambiri za chilengedwe cha Alibaba kapena walfart padziko lonse lapansi, zomwe zimatsogolera ku zovuta zambiri. Komabe, ili ndi mayanjano ophatikizika ndi JD Daojia ndi Meituan kuti akwaniritse zopitilira 10 biliyoni pogulitsa pogula 2020.
Ulendo wa Yonghui mu Kutumiza Kwanyumba kunayamba mu Meyi 2013 ndikuyambitsa "theka la malo ogulitsira patsamba lake, poyamba kuchepera kwa fuzhou ndikupereka mapaketi am'masalidwe. Kuyesa koyambirira kumeneku kwalephera chifukwa cha zomwe sizigwiritsa ntchito kapena zosankha zochepa zoperekera.
Mu Januwale 2014, Yongghui adakhazikitsa pulogalamu ya "Yonkrui weidian pulogalamu ya pa intaneti komanso kupezeka kwapadera, koyambirira kupezeka m'masitolo asanu ndi atatu mu fuzhou. Mu 2015, Yongghui adakhazikitsa pulogalamu ya "Yonghui Life," zomwe zimaperekedwa pafupipafupi ndi zinthu zambiri zokhala ndi ogula mwachangu komanso ntchito zomwe adakwaniritsa, zomwe zakwaniritsidwa ndi JD Daojia.
Mu 2018, Yonghui adalandira ndalama zochokera ku JD ndi Tencent, ndikupanga maubwenzi ozama pamsewu, kutsatsa, kulipira, ndi kukoma. Mu Meyi 2018, Yonghui idayambitsa "Satellite Warehouse yake yoyamba ku Fuzhou, ndikupereka mphindi 30 mu radius 3 kilota.
Mu 2018, kubwezeretsa kwamkati kwa Yonghui kumayambitsa bizinesi yake yapaintaneti kupita ku Croun Crouse Creat, ndikuyang'ana mafomu atsopano, ndi malo ogulitsira a YongGhui, kuyang'ana pamiyambo yachikhalidwe. Ngakhale kugulitsa koyambirira, kugulitsa kwapaintaneti kwa Yonghui Gree kwenikweni, kufikira 7.3 biliyoni RMB mu 2017, 16.8 biliyoni RMB mu 2018, ndi 35.1 biliyoni RMB mu 2019.
Pofika 2020, kugulitsa kwapaintaneti kwa Yonghui kunafikira 10.45 biliyoni RMB, chaka cha 198%-chaka cha 198 chazaka, chimawerengera 10% ya ndalama zonse. Mu 2021, kugulitsa pa intaneti kunafika 13.13 biliyoni RMB, kuchuluka kwa 25.6%, kumawerengera 14.42% ya ndalama zonse. Mu 2022, kugulitsa kwa intaneti kunakulirabe mpaka 15.936 Bilion RMB, kuchuluka kwa 21.37%, ndipo pafupifupi ma oda a tsiku 518,000.
Ngakhale kuti izi zinachitika, Yonghui adakumana ndi zotayika kwambiri chifukwa cha ndalama zapamwamba kwambiri zosungiramo nyumba zosungiramo zinthu zakale komanso zotayika za 3.944 biliyoni rMB mu 2021 ndi 2.763 biliyoni rMB mu 2022 biliyoni.
Mapeto
Ngakhale Yonghui amakumana ndi zovuta zambiri kuposa hema ndi kalabu ya Sam, zoyesayesa zake zapanyumba zakhala zikusunga malowa pamsika. Monga zogulitsa mwachangu zikupitilirabe, Yonghui ali ndi kuthekera kopindulitsa ndi izi. New CEO LI Songfeng yakwaniritsa kale KPI yake yoyamba yafika kale, yotembenuza "
Monga hema Ceo Hou y y y ygnop ikufuna kutsogolera yoghui kumsika wapamsika wachangu, womwe ungakhale ndi nkhani yatsopano m'makampani. Hou yi ikhoza kutsimikizira kuweruza kwake kwa zogulitsa za China, ndipo li spescheng imatha kuwonetsa kuthekera kwa mabizinesi apamtunda akomweko mu nthawi yanthaka.
Post Nthawi: Jul-04-2024