Lo nyaka unyaka omkhulu embonini yezinto, enomncintiswano onolaka kanye namafulegi empi ezindiza:
NgoJuni, i-J & T Express ihanjiswe amadokhumenti alo ohlwini ku-Hong Kong stock Exchange; Ngo-Agasti, SF Express (002352.Sz) afake isicelo sohlu lwesibili ku-Hong Kong stock Stock Exchange; NgoSepthemba, uKainiao wahambisa nezincwadi zawo zohlu ku-Hong Kong stock stock.
Imidondoshiya ye-Logistics ilungiselela, kubonakala sengathi ilungele ukuqala umjikelezo omusha wempi.
Kukhona i-backrop ebalulekile kulokhu: ngoba imikhawulo kabhubhane iphakanyiswe engxenyeni yokuqala yonyaka, intengo ngayinye yazo zonke izinkampani zezinkampani zezinkampani zehle. I-Shentong Express (002468.Sz), eyabona ukwehla okukhulu, yaphosa intengo ngephakethe ngalinye ngo-8.2% kuya ku-2.35 yuan, umaka isiqalo somjikelezo omusha wezimpi zentengo.
Ngisho ne-JD.com (jd.O, 09618.hk), obehlala uzibeka endaweni eyayiyinkonzo ephezulu, wehlise umkhawulo wayo wamahhala wokuthumela kusuka ku-99 yuan kuya ku-59 yuan kuya ku-59 yuan ngokokuqala · Yuan okokuqala.
Ingabe lo mjikelezo wokuncintisana nje kuyinto ephindwayo yezakhiwo zentengo edlule?
Ebusweni, yimpi yamanani, kepha empeleni, kungumncintiswano wembulunga yonke.
Ukuxoxa nomkhakha we-Logistic's Logistics ngokungenakuphikwa kubandakanya ngokungenakuphikwa nge-e-commerce.
Njengamanje, amaphakheji we-e-commerce asebeni ngaphezu kwama-80% we-Express Package Volumes, kanye nezinga lokukhula lokuthengiswa kwe-e-commerce retail kushesha kakhulu kunalokho okuthengiswa okuphelele kwezitolo.
Ngemuva kwayo yonke inkampani ekhuphukayo ye-e-commerce eChina, kunenkampani emele i-Logistics Company, efana ne-Alibaba (Baba.n, 09988.HK), kanye ne-02618.hk), kanye ne-PDD.O) J & PDD.O) J & PDD.O) j & 0 Khombisa.
Ngokuya ngamamodeli webhizinisi, izinkampani ezintathu ze-commerce zogistics zihluke kakhulu: I-JD Logistics isebenza ngqo, i-Cainiao ngokuyinhloko njengendawo yokungena, ne-J & T Express isebenzisa imodeli ye-franchise.
Yize uKainiao wake wafuna ukuthi ayizange ihlanganyele ezinkonzweni ezihambisanayo, kusukela eDaniao kuya eCainiao ukulethwa okuqondile nango-Cainiao Express, iqhaza lezinsizakalo zokuhambisa izincwadi eCainiao libaluleke kakhulu.
Njengamanje, i-Cainiao Express izikhundla ngokwayo njengensizakalo ye-Couright Courier, isiza i-AliBaba's Direct Business (Tmall Supermarket) ifinyelela izinsizakalo zokulethwa kwezinsuku ezizayo, isikhundla esifana kakhulu ne-JD Logistics.
Omunye umehluko omkhulu phakathi kwezinkampani ezintathu yibhizinisi labo phesheya.
ICainiao yakha ama-47% wemali engenayo evela kwizinto zamazwe omhlaba, kufaka phakathi izimpahla zesiShayina ezithunyelwa ngaphandle kanye nezimpahla zaphesheya kwezilwandle ezingeniswa. Inkampani yinkampani enkulu kunazo zonke ye-commerce e-commerce logistics emhlabeni.
I-Caiiniao ibuye ithola ama-46% wemali engenayo evela ezindlini zasekhaya, nemali engenayo engama-36 billion ngonyaka wezimali (uCainiao's wonyaka uphela ngoMashi), isikhundla sesithathu phakathi kwezinkampani zasekhaya ze-E-Commerce Logistics.
I-J & T iveza ukuthi i-Southeast Asia, isungulwe ngonyaka ka-2015, futhi yangena emakethe yaseChina ngo-2020 naphezu kokungabaza okuningi. Eminyakeni emithathu nje, kwafinyelela esikalini sama-jyallion yullion yuan emakethe yaseChina, ngesabelo semakethe esingu-10.9% ngevolumu yephakheji, isikhundla sesithupha.
Ngonyaka owedlule, i-J & T yaveza imali engenayo engu-16.4 billion yuan evela eSoutheast Asia, i-accounting for 33% yemali yayo ephelele.
Yize i-JD Logistics inobukhona baphesheya kwezilwandle, isebenza ikakhulukazi eChina.
Hhayi kuphela I-E-Commerce Logistics, kepha i-SF Express nayo yangena emakethe yaseNingizimu mpumalanga ye-Asia ngo-2021 ngokutholwa kwezinto zeKerry. Njengamanje, kungumholi phakathi kwezinkampani eziphelele zezinto eziseNingizimu-mpumalanga ye-Asia. Inhloso eyinhloko yalo mjikelezo wezimali ku-Hong Kong Stock Exchange ukuthuthukisa amandla we-International and Cross-Border Logistics.
Kuyabonakala ukuthi izinkampani ezifuna ezezimali kulo mjikelezo zinesilinganiso esithile sebhizinisi laphesheya. Impi yentengo iyi-facade kuphela; I-Essence isivele inyukile emqhudelwaneni womhlaba.
Ukuncintisana ngezinga lonke kanye nenzuzo.
Ngokwesimo somncintiswano wembulunga yonke, imakethe yaseChina akungabazeki, kepha izinkampani akufanele ziboshwe ezizuzeni nasekulahlekelweni kwedolobha elilodwa. Ekugcineni, konke kwehlela ukuncintisana ngezinga lonke kanye nenzuzo.
Phakathi kwezinkampani ezintathu ze-commerce Logistics, i-JD Logistics ihlala iyinkulu kakhulu, enemali engenayo engama-137,4 billion yuan ngonyaka owedlule, ilandelwe yi-yuan ka-Cainiao's 77.8 billion ka-50.1 billion ka-50.1 billion ngo-202.
Zombili lezi zinto zeJD kanye ne-J & T Express zenze okuthe xaxa eminyakeni yamuva.
I-JD Logistics etholakele ku-Kuayue Express ngo-Agasti 2020 nasePropoti (603056.SH) ngoJulayi nyakenye.
Ama-J & T abonise amabhizinisi atholakele eSoutheast Asia kusukela ngoJuni kuya ku-Agasti 2021, engcono kakhulu ngoDisemba 2021, futhi uFengang eveza ibhizinisi le-Franchise Lord.
Ngokuya kokukhula kwe-organic kuphela, i-Cainiao idluliselwe ama-JD Logistics kulo nyaka, ngezinga lokukhula kwe-JD liyaqhubeka ukwehla.
Njengoba unyaka wezimali we-Cainiao akayona unyaka wekhalenda, usebenzisa idatha kusuka engxenyeni yokuqala yalo nyaka, izinga lokukhula kwe-organic le-cainiao lingama-24,7%, liseshesha kakhulu kune-JD Logistics '5.9%.
I-J & T Express, engene emakethe yasekhaya sekwephuze, ibone amazinga okukhula aguqukayo ezigabeni zayo zokuqala, ngesilinganiso sokukhula kwe-organic esingu-28.2% engxenyeni yokuqala yalo nyaka (ngamagama we-RMB).
Mayelana nenzuzo, i-margin enkulu kaCainiao iphakeme kakhulu kune-JD Logistics, futhi i-margin yayo elungisiwe yokusebenza inzuzo ikhombise inzuzo ecacile kakhulu, ithola inzuzo kwikota yokuqala yonyaka wezimali, ngenkathi i-JD Logistics isekhona ekulahlekelweni.
I-J & T Express Gross Gross's Gross Gross yaphenduka kuphela engxenyeni yokuqala yalo nyaka, ngokulahleka okubalulekile okuphelele, ngomugqa wenzuzo osetshenziswayo we--19.9% ngonyaka owedlule.
I-POP STED Student Student Student JD Logistics ayinayo leyo mininingwane emihle yezezimali.
I-JD Logistics: Iyaphumelela ngenxa yeJD, ilwela ngenxa yeJD
ULiu Qiangdong wake wathi, "Esikhathini esizayo, kungahle kube nezinkampani ezimbili ezihambisanayo ezisinda embonini yezinto ezifuywayo, enye i-JD, kanti enye i-SF Express."
Lesi sitatimende silungile kuphela.
Ngaleso sikhathi, u-Alibaba akazange azibandambise ezinkonzweni ezihambisa izincwadi, futhi izinkampani ezinjenge-SF Express kanye noGongdachang ezintathu kwakungebona abancintisana ngeJD noma i-SF Express. Kodwa-ke, isilinganiso sika-Alibaba esizisebenzelayo sakhula sakhula, futhi kwavela futhi iPinduoduo.
Njengoba izinkampani ze-e-commerce zifinyelela ezingeni elithile lentuthuko, kufanele ziqinise ukulawula ingxenye yezinto. Izinto ezilawulwa kahle zinganciphisa izindleko, zithuthukise ikhwalithi yesevisi, futhi zikhuthaze ukuthuthukiswa kwebhizinisi, ngaleyo ndlela kusondla ama-oda amaningi.
Kulolo mbono, akunakwenzeka ukuthi ama-giadors wezentengiselwano amane e-e-jd, i-Alibaba, ePibaba, ne-Douyin - futhi azosiza amabhizinisi womunye womunye nomunye.
I-JD Logistics yathuthukiswa ngokusekelwa kweJD. Ngonyaka odlule, kwafakwa ezinye izindleko ezingama-74% ze-JD.
Kodwa-ke, ngenxa yobunzima bawo bokukhula, iJD ngeke isakwazi ukunikeza ukusekelwa okwengeziwe kwi-JD Logistics.
Ngonyaka owedlule, imikhiqizo ka-Electronic's electronic kanye nemishini yasekhaya yakhula ngo-4,7%, futhi izidingo zansuku zonke zakhula nge-8.1%, zombili zishaya iminyaka eminingi.
Engxenyeni yokuqala yalo nyaka, izinga lokukhula kwemikhiqizo ye-elekthronikhi kanye nemishini yasekhaya ebuyiselwe ku-5.5%, ngenkathi izidingo zansuku zonke zibona ukukhula okungalungile, ngokuncipha okuhlangene ngonyaka.
Ngonyaka owedlule kanye nengxenye yokuqala yalo nyaka, imali engenayo ye-JD Logistics evela kuJD yakhula ngo-5.9% futhi yancipha ngo-2.4%, ngokulandelana.
Ngokombono wezomnotho wesilinganiso, izici ze-JD kufanele zikhuphule amakhasimende angaphandle angaphandle.
I-JD Logistics ihlukanisa amakhasimende ayo ngezinhlobo ezintathu: I-JD Group, amakhasimende ahlanganisiwe ahlanganisiwe ahlanganisiwe, namanye amakhasimende angaphandle.
Umehluko omkhulu phakathi kwalesi sibili ukuthi ama-application ahlanganisiwe anikela ngezinsizakalo ezigcwele ze-chain ngentengo ethe xaxa, ngenkathi inkampani ihlinzeka ngemikhiqizo esezingeni eliphakeme njenge-courier kanye nezimpahla zamanye amakhasimende angaphandle, lapho kuyindaba yokuthola lokho okukhokhela.
Kusukela ngonyaka ka-2019, izinga lokukhula kwamanye amakhasimende angaphandle liphumelele kude lelo lamakhasimende ahlanganisiwe ahlanganisiwe ahlanganisiwe, ekhombisa ukuthi imizamo yenkampani yokwandisa lona yakamuva ayiphumelelanga kakhulu.
Ngaphezu kwalokho, amapulatifomu afana noDouyin noKuaishou bangamalungu "Amanye amakhasimende angaphandle," okusho ukuthi i-JD Logistics ibanikeza kuphela ngemikhiqizo esezingeni elifanele kanye nokuncintisana ne-SF Express, iTongdachang, nabanye kwiplatifomu efanayo.
Okokugcina Jehila, ukutholwa kwezinto zocingo ze-depnow kulethwe kumakhasimende amaningi.
Ngenxa yalokhu, yize eseyinkampani yesibili ngobukhulu yasekhaya Logistics, i-JD Logistics isenegebe elikhulu le-margin nge-SF Express futhi alikwazi ukufeza inzuzo ezinzile njenge-SF Express.
U-Liu Qiangdong wabukela phansi ithonya le-e-commerce ezinkampanini zezinto. I-JD Logistics ayiphunyuki endaweni yokuma kwezimali ze-e-commerce. Kungashiwo ukuthi iyaphumelela ngenxa yeJD ne-Struggles ngenxa yeJD.
Ukuya Emhlabeni jikelele: J & T Express And Cainiao
Njengoba kushiwo ngaphambili, ingqikithi eyinhloko yalo mjikelezo womncintiswano wenkampani ye-Courier ihamba emhlabeni wonke.
Lokhu akukhona kuphela ngoba izimakethe zaphesheya kwezilwandle zinikeza amandla amakhulu okukhula kodwa futhi ngoba idatha yenzuzo kulezi zimakethe zingcono.
Ukuthatha i-J & T ekhombisa njengesibonelo, intengo ethile eMakethe yaseNingizimu mpumalanga ye-Asia icishe ibe kathathu yeChina, ine-margin ephelele efinyelela ku-20% ngonyaka owedlule, ephakeme kune-SF Express. Lokhu ukuqiniseka ngemuva kwe-J & T Return kuya emakethe yasekhaya.
Yize uKainiao akazange adalule imashi enkulu nemali engenayo ngephakethe lebhizinisi, ukubalwa kukhombisa ukuthi imali ephakathi nendawo yebhizinisi layo le-International Logistics yedlula iminyaka engama-2023 yonyaka we-2023, futhi ibilokhu yanda unyaka nonyaka . Ngokuphambene nalokho, imali ephakathi nendawo ye-oda ngalinye lempahla yasekhaya ingaphansi kwe-15 yuan futhi incipha kancane kancane.
Isikhala sokucabanga sebhizinisi lesiphambano mkhulu impela.
Ngokuya ngevolumu yephakheji, i-Caiaoo iyinkampani enkulu kunazo zonke ye-commerce a-commerce e-commerce logistics yenkampani emhlabeni jikelele, izikhundla zokuqala ekuthekelweni kwama-chinese ngaphandle kanye nokungenisa izinto zezentengiselwano ze-e-commerce. I-Caiiniao nayo ine-commerce warehouse ye-e-commerce warehouse yenethiwekhi emhlabeni wonke.
Izinkampani ezintathu zaseChina ezishumini eziphezulu eziyishumi: inkathi yomncintiswano wembulunga yonke isifikile
I-Logistics imboni yasendulo, ivela kusukela emgwaqweni wokuqala kanye nokuhamba kwamanzi kuya kojantshi kamuva nangomoya, futhi muva nje ekulethweni okusheshayo kwedolobha kanye nokuhamba okubandayo kwamakhethini.
Sekukonke, izinkampani zaseChina zingama-latecomers kulo mkhakha. Phakathi kwezinkampani eziyishumi eziphezulu zezinhle, ngaphandle kwezinkampani zaseChina, zonke zibhalwe phansi emazweni athuthukile njenge-US, Germany, eJapan kanye neFrance.
Izinkampani ezintathu zaseChina eziphezulu eziyishumi ziyi-SF Express (yesine), i-JD Logistics (yesihlanu), neCainiao (Tenh). Uma kucatshangelwa ukuthuthukiswa okusheshayo komkhakha we-e-commerce waseChina kanye nokuhlushwa okuphansi okuphansi embonini yezinto, izinkampani zaseChina zisenamandla amakhulu.
Lokhu kungenzeka ukuthi kungani j & t express igcizelela ukuthi ibuyele emakethe yaseChina.
Ngesilinganiso esibalulekile esifinyelelwe, ukukhula kwe-e-commerce phesheya, kanye nokuthumela izimpahla zaseChina, ukuncintisana komhlaba wonke sekuyingqikithi enkulu yomjikelezo omusha wokuncintisana.
Ngemuva kwale wave of e-commerce ukuthuthukiswa, iChina ibone ukukhuphuka kwezinkampani eziningi zezinto, njenge-JD Logistics, i-Caiiniao, ne-J & T Express.
Kusukela ekuqaleni kwalo nyaka, sekuqalile umjikelezo omusha wentengo yezimpi, nezinkampani zezinto ezifaka isicelo semakethe yesitoko ngezimali ngokungezwani nokunye.
Kodwa-ke, ukudonsa okujulile, impi yentengo iyi-facade kuphela; Inhloso esemqoka yokuxhasa ngezimali ukuhambela umhlaba jikelele, okuyisihloko esiyinhloko salo mjikelezo wokuncintisana.
Ngenxa yokushintshwa kwe-Alibaba ekuzisebenzeleni nasekukhuphukeni kwePinduoduo, lezi zinkampani zigxile kakhulu ekulandiseni ingxenye yezinto. Isibikezelo sikaLiu Qiangdong sokuthi kuzoba nezikampani ezimbili kuphela ezingenile eChina sephukile.
Ukukhuphuka okusheshayo kwe-Douyin e-Commerce kubuye kwangeze okuguquguqukayo embonini yezinto.
Kule nqubo yokushintsha, i-JD Logistics, eyake yaba nenzuzo yokuqala, icindezelwe ukukhula okuhamba kancane kwabazali kanye nokuncintisana kusuka ku-SF Express nabanye, okuholela ekukhuleni okwenziwe kancane kanye nokwenza inzuzo eyenziwe kancane.
I-Cainiao ne-J & T Express, ngakolunye uhlangothi, iye yazuza kwizinkampani ezinkulu zezinkampani zazo ezifanele futhi yathuthukisa ngokushesha amabhizinisi aphesheya kwezilwandle, ekhombisa ukuthi izinkampani ze-Chinese Logistics zisenamandla amakhulu.
Isikhathi sePosi: Jul-29-2024