Ukulahleka, ukuvalwa kwesitolo, ama-layoffs, kanye nokukhokhwa kwamasu sekuyizindaba ezijwayelekile ku-Retail e-Commerce Ector Comb kulo nyaka, okubonisa umbono ongemuhle. Ngokusho kombiko we- "2023 h1 China China entsha e-commerce Marker Marker E-Commerce Marker," Izinga lokukhula kokuthengiselana okusha kwe-e-commerce ngo-2023 kulindeleke ukuthi lishaye indawo ephansi eminyakeni eyisishiyagalolunye, elinezinga lokungena embonini lingaba ngu-8.97%, phansi ngonyaka.

Ngesikhathi sokulungiswa kwemakethe kanye nokuncintisana, amapulatifomu afana ne-Dingdong Maicai neHema entsha, esenomthamo othile, aphuze ngenkuthalo izinyathelo zokuhlangabezana nezinselelo futhi afune amathuba amasha okukhula. Abanye baye bamisa ukwanda ukuze bagxile ekusebenzeni kahle kunokuba bakwazi ukukala, kanti abanye bayaqhubeka nokuthuthukisa izinhlelo zabo zokugibela ama-chain logistics kanye namanethiwekhi okulethwa ukuze athumbe isabelo semakethe ngenkuthalo.

Kuhle ukuqaphela ukuthi naphezu kwesigaba sokukhula okusheshayo umkhakha wezitolo omusha osuthole, usahlushwa ukuthutha okubandayo kwamakhaza okubanda nezindleko zokusebenza, ukulahleka okuthe xaxa, kanye nezikhalazo zomsebenzisi ezijwayelekile. Kumapulatifomu afana ne-Dingdong Maicai ne-Hema entsha yokufuna ukukhula okusha bese uqhubekela phambili, ngokungangabazeki kuzoba inselele.

Izinsuku Zobuhlungu zihambile

Esikhathini esedlule, ukuthuthukiswa okusheshayo kwe-Intanethi kuholele ekukhuphukeni okusheshayo komkhakha omusha we-e-commerce. Ukuqalisa okuningi kanye neziqhwaga ze-Intanethi kuhlolwe amamodeli ahlukahlukene, ukushayela i-boom embonini. Izibonelo zifaka imodeli ye-Front-Warehouse emelelwe yiDingdong Maicai ne-Missfresh, kanye nemodeli yokuhlanganisa yokugcina impahla emelelwe yi-hema no-yonghui. Ngisho neplatifomu e-commerce player li njengeJD, i-Tmall, nePinduoduo bazizwa bekhona.

Osomabhizinisi, izitolo ezinkulu ezingaxhunyiwe ku-inthanethi, futhi abathengi bezentengiso ze-Intanethi bagcwala ithrekhi entsha ye-e-commerce, ukudala ukuqhuma okukhulu kanye nomncintiswano omkhulu. Kodwa-ke, umncintiswano ojulile we- "Red Ocean" wagcina ukuwohloka ngokuhlangana emkhakheni we-e-commerce omusha, uletha ubusika obunzima emakethe.

Okokuqala, ukuphishekela izilinganiso zakuqala ngezindawo ezintsha ze-e-commerce kuholele ekunwetshisweni okuqhubekayo, okuholele ezindlekweni zokusebenza okuphezulu nokulahleka okuqhubekayo, kubeka izinselelo ezinkulu zenzuzo. Izibalo zikhombisa ukuthi emkhakheni we-e-commerce omusha wasekhaya, ama-88% ezinkampani alahlekelwa yimali, ngokuphuka okungu-4% kuphela ngisho nokwenza inzuzo.

Okwesibili, ngenxa yokuncintisana kwemakethe ebabayo, izindleko eziphezulu zokusebenza, kanye nokushintshashintsha kwezimakethe, amapulatifomu amaningi amasha we-e-commerce abhekane nokuvalwa, ama-layoffs, nokuphuma. Engxenyeni yokuqala ka-2023, i-YongHhii ivale izitolo ezingama-29 Supermarket, kanti uCarrefour China uvale izitolo ezingama-33 ukusuka ngoJanuwari kuya kuMashi, abhalwe ngaphezulu kwesihlanu kwezitolo zawo eziphelele.

Okwesithathu, amapulatifomu we-e-commerce amaningi amaningi alwele ukwenza inzuzo, abatshalizimali abaholayo baqaphele ngokwengeziwe ngokuzixhasa ngezimali. Ngokusho kocwaningo lwe-Iimedia, inani lokutshalwa kwezimali kanye nezimali ku-E-Commerce Science entsha lishaye okusha ngo-2022, licishe libuyela kumazinga we-2013. Kusukela ngoMashi 2023, kwakukhona umcimbi owodwa kuphela wokutshala imali embonini ye-e-commerce entsha yaseChina, enenani lokutshala imali elingama-RMB ayizigidi ezingama-30.

Ngokwesine, izingqinamba ezinjengekhwalithi yomkhiqizo, ukubuyiselwa kwemali, ukudiliva, izinkinga zoku-oda, futhi ukukhushulwa kwamanga kuvamile, kuholele ezikhalazo ezivame kakhulu mayelana nezinsizakalo ezintsha ze-e-commerce. Ngokusho kwe- "E-Commerce Complaint Platform," izinhlobo eziphezulu zezikhalazo ezivela kubasebenzisi abasha be-e-commerce ngo-2022 babeyikhwalithi yomkhiqizo (16.25%), izingqinamba zokubuyiselwa kwemali (izinkinga zokulethwa (12.50%).

I-Dingdong Maicai: Ukubuyela emuva ukuze uthuthukise

Njengomuntu osindile ezimpini ezintsha ze-e-commerce uxhaso, ukusebenza kukaDingdong Maicai bekulokhu kungazinzile, kuholele ekutholeni isu lokuphindisela okuphambili kokusinda.

Kusukela ngo-2022, uDingdong Maicai uhoxile kancane kancane emadolobheni amaningi, kufaka phakathi i-XIAMEN, uTianjin, uZhongshan, uZhuhai eGuangdong, noTangshan naseLangshang eHebei. Muva nje, iphinde yaphuma emakethe ye-Sichuan-Chongqing, ukucisha iziteshi eChongqing naseChengdu, ukuyishiya ngezindawo ezingama-25 kuphela zedolobha.

Isitatimende esisemthethweni saseDingdong Maicai ngokubuyiselwa kwemali ekhokhelwa izindleko zokunciphisa izindleko kanye nokuthuthuka kahle njengezizathu zokulungisa ukusebenza kwayo eChongqing kanye neChengdu, izinsizakalo zokumisa isikhashana kulezi zindawo ngenkathi zisebenza kwenye indawo kwenye indawo. Empeleni, ukuphindisela kukaDingdong Maicai kuhlose ukunciphisa izindleko futhi kuthuthukise ukusebenza kahle.

Ukusuka kwimininingwane yezezimali, isu likaDingdong Maicai elisikayo likhombise impumelelo ethile, ngenzuzo yokuqala etholakala. Umbiko wezezimali ukhombisa ukuthi imali engenayo kaDingdong Maicai ye-Q2 2023 yayingu-4.8406 billion RMB, uma iqhathaniswa ne-6.6344 billion RMB ngesikhathi esifanayo ngonyaka owedlule. Inzuzo ye-non-gaap net yayingu-RMB wezigidi eziyi-7.5, ukumaka ikota yesithathu elandelanayo yokwenzuzo okungeyona eye-gaap.

I-Hema entsha: ukuhlasela kusengaphambili

Ngokungafani ne-Dingdong Maicai Isu le- "Cutting Izindleko," Hema Fresh, elilandela imodeli yokuhlanganisa yeWarehouse-Store, iyaqhubeka nokwanda ngokushesha okukhulu.

Okokuqala, i-hema yethule insizakalo ethi "1-Hour Delivery" ukuthwebula imakethe yokulethwa okusheshayo, ukuqasha izithunywa eziningi ukwenza ngcono ukulethwa kwezidingo futhi ugcwalise izikhala ezindaweni ezithengiswayo ezintsha. Ngokwenza kahle logi kanye namaketanga, i-hema inweba amakhono ayo wesevisi ukufezekisa ngokushesha nokulawulwa kokusungula okusebenzayo, ukubhekana nesikhathi sokushiyeka ngesikhathi se-e-commerce entsha. Ngo-Mashi, iHema yamemezela ngokusemthethweni ukwethulwa kwenkonzo "1-Hour Delivery" futhi yaqala umjikelezo omusha wokuqashwa kwezikhulu.

Okwesibili, i-hema inezitolo ezivulwa ngolaka emadolobheni okuqala, okuhlose ukukhulisa insimu yayo ngenkathi amanye amapulatifomu amasha we-e-commerce ehle. Ngokusho kweHema, izitolo ezintsha ezingama-30 zihlelelwe ukuvula ngoSepthemba, kufaka phakathi izitolo ezintsha eziyi-16, izitolo ezingama-3 Hema Mini, izitolo ezi-9 zeHema Premier, nesitolo esingu-1 se-HangHou Asia Games Media Center.

Ngaphezu kwalokho, i-hema isisungule inqubo yayo yohlu. Uma kufakwe kuhlu ngempumelelo, kuzothola imali enkulu yamaphrojekthi amasha, ucwaningo kanye nentuthuko, kanye ne-Market Promotion ukusekela ukukhula kwebhizinisi kanye nokunwetshwa kwezinga. NgoMashi, u-Alibaba wamemezela izinguquko zawo "1 + 6 + N", kanti iqembu le-Cloud Cloun sking ligringron kusuka ku-AliBaba liye ekuzimeleleni liye ekuhlutjheleni kuhlu, futhi i-hema iqala ukugcwaliswa kwayo kuhlu, kulindeleke ukuthi iphothulwe kungakapheli izinyanga eziyi-6 kuya kwezingu-12. Kodwa-ke, imibiko yakamuva yabezindaba iphakamisa ukuthi i-Alibaba izomisa i-Hema's Hong Kong IPO Plan, lapho uHema aphendule khona "akukho okuphawulayo."

Noma ngabe i-hema ingabhala ngempumelelo ngokuphumelelayo, kepha isivele inembozo yokulethwa okubanzi, uhla lomkhiqizo olucebile, kanye nohlelo olusebenzayo lokuhlinzekwa kwezidingo, ukwakha imodeli yebhizinisi esimeme enezindawo eziningi zenzuzo.

Ekuphetheni, noma ngabe emuva kokusinda noma ukuhlasela ukuchuma, amapulatifomu afana ne-hema entsha ne-dingdong maicai ahlanganisa amabhizinisi abo akhona ngenkathi efuna ukuphumelela ngentshiseko. Bakhulisa amasu abo ukuthola "izitolo" ezintsha bese behlukanisa amathrekhi abo okudla, bavumelanisa amapulatifomu okudla okudla anezinhlobo eziningi. Kodwa-ke, noma ngabe le nto entsha izokhula futhi isekele ukukhula okuzayo kusazobonakala.