Ukulahleka, ukuvalwa kwezitolo, ukudilizwa, kanye nokuncishiswa kwamasu sekuyizindaba ezijwayelekile emkhakheni wezohwebo nge-e-commerce kulo nyaka, okukhombisa umbono ongemuhle.Ngokombiko we- “2023 H1 China Fresh E-Commerce Market Data Report,” izinga lokukhula kokuthengiswa kwe-e-commerce okusha ngo-2023 kulindeleke ukuthi lifike endaweni ephansi kakhulu eminyakeni eyisishiyagalolunye, ngezinga lokungena embonini cishe elingu-8.97%, lehle ngo-12.75 % unyaka nonyaka.

Ngesikhathi sokulungiswa kwezimakethe nokuncintisana, amapulatifomu afana ne-Dingdong Maicai kanye ne-Hema Fresh, asenamandla athile, athatha izinyathelo zokubhekana nezinselele futhi afune amathuba amasha okukhula.Abanye bamise ukunwetshwa ukuze bagxile ekusebenzeni kahle esikhundleni sokukala, kuyilapho abanye beqhubeka nokuthuthukisa amasistimu abo ochungechunge olubandayo kanye namanethiwekhi okulethwa ukuze babambe iqhaza lemakethe.

Kuyaphawuleka ukuthi naphezu kwesigaba sokukhula ngokushesha imboni yezokuthengisa entsha esike yabhekana nayo, isakhungethwe yizindleko zokuthutha ezibandayo nezindleko zokusebenza, ukulahlekelwa okukhulu, kanye nezikhalazo zabasebenzisi ezivamile.Ezinkundleni ezifana ne-Dingdong Maicai kanye ne-Hema Fresh yokufuna ukukhula okusha nokuqhubekela phambili, uhambo ngokungangabazeki luzoba inselele.

Izinsuku Zenkazimulo Ziphelile

Esikhathini esedlule, ukuthuthuka okusheshayo kwe-inthanethi kuholele ekukhuleni ngokushesha kwemboni entsha ye-e-commerce.Iziqalo eziningi nezikhondlakhondla ze-inthanethi zihlole amamodeli ahlukahlukene, okuqhubekisela phambili ukukhula kwemboni.Izibonelo zifaka imodeli yendlu yokugcina impahla emelwe u-Dingdong Maicai no-MissFresh, kanye nemodeli yokuhlanganisa yesitolo esimelwe u-Hema no-Yonghui.Ngisho nabadlali be-platform e-commerce abafana no-JD, Tmall, kanye ne-Pinduoduo benze ukuba khona kwabo kuzwakale.

Osomabhizinisi, izitolo ezinkulu ezingaxhunyiwe ku-inthanethi, nabadlali be-inthanethi be-e-commerce bagcwale ithrekhi entsha ye-e-commerce, bedala ukuqhuma okukhulu nokuncintisana okukhulu.Kodwa-ke, ukuncintisana okukhulu “kolwandle olubomvu” kugcine kuholele ekuwohlokeni komkhakha omusha we-e-commerce, okulethe ubusika obunzima emakethe.

Okokuqala, ukuphishekela ukulinganisa kwangaphambi kwesikhathi ngezinkundla ezintsha ze-e-commerce kwaholela ekwandeni okuqhubekayo, okubangele izindleko eziphezulu zokusebenza nokulahlekelwa okuqhubekayo, okuletha izinselele ezinkulu zenzuzo.Izibalo zikhombisa ukuthi emkhakheni omusha we-e-commerce wasekhaya, ama-88% ezinkampani alahlekelwa yimali, ngo-4% kuphela aphulayo kanye no-1% enza inzuzo.

Okwesibili, ngenxa yokuncintisana kwemakethe okuqinile, izindleko eziphezulu zokusebenza, kanye nesidingo semakethe esishintshashintshayo, izinkundla eziningi ezintsha ze-e-commerce zibhekane nokuvalwa, ukudilizwa kanye nokuphuma.Engxenyeni yokuqala ka-2023, iYonghui yavala izitolo ezinkulu ezingama-29, kwathi iCarrefour China yavala izitolo ezingama-33 kusukela ngoJanuwari kuya kuMashi, okubalwa ngaphezu kwengxenye eyodwa kwesihlanu yezitolo zayo zizonke.

Okwesithathu, amapulatifomu amaningi e-e-commerce amasha azabalaze ukwenza inzuzo, okuholela abatshalizimali ukuthi baqaphe kakhulu ngokuwaxhasa ngezimali.Ngokusho kwe-iiMedia Research, inani lokutshalwa kwezimali kanye nezimali emkhakheni omusha we-e-commerce lehle kakhulu ngo-2022, lacishe labuyela emazingeni ka-2013.Kusukela ngoMashi 2023, kube nomcimbi owodwa kuphela wokutshalwa kwezimali embonini entsha ye-e-commerce yase-China, nesamba sokutshalwa kwezimali esingama-RMB ayizigidi ezingama-30 kuphela.

Okwesine, izinkinga ezifana nekhwalithi yomkhiqizo, ukubuyiselwa kwemali, ukulethwa, izinkinga ze-oda, nokukhushulwa okungamanga zivamile, okuholela ezikhalweni ezivamile mayelana nezinsizakalo ezintsha ze-e-commerce.Ngokwe-“E-Commerce Complaint Platform,” izinhlobo eziphezulu zezikhalazo ezivela kubasebenzisi abasha be-e-commerce ngo-2022 kwakuyikhwalithi yomkhiqizo (16.25%), izinkinga zembuyiselo (16.25%), nezinkinga zokulethwa (12.50%).

UDingdong Maicai: Retreat to Advance

Njengosindile ezimpini ezintsha zoxhaso lwe-e-commerce, ukusebenza kuka-Dingdong Maicai bekulokhu kungazinzile, okuholele ekutheni asebenzise isu lokuhlehla okubalulekile ukuze asinde.

Kusukela ngo-2022, i-Dingdong Maicai ihoxile kancane kancane emadolobheni amaningi, okuhlanganisa i-Xiamen, i-Tianjin, i-Zhongshan, i-Zhuhai e-Guangdong, i-Xuancheng ne-Chuzhou e-Anhui, ne-Tangshan ne-Langfang e-Hebei.Muva nje, iphinde yaphuma emakethe ye-Sichuan-Chongqing, yavala iziteshi e-Chongqing nase-Chengdu, yashiya nezindawo zamadolobha angu-25 kuphela.

Isitatimende esisemthethweni sika-Dingdong Maicai mayelana nokuhoxa siveze ukuncishiswa kwezindleko kanye nokwenza ngcono ukusebenza kahle njengezizathu zokulungisa ukusebenza kwayo e-Chongqing nase-Chengdu, ukumisa isikhashana izinsiza kulezi zindawo kuyilapho kugcinwa ukusebenza okuvamile kwenye indawo.Empeleni, ukuhlehla kuka-Dingdong Maicai kuhlose ukunciphisa izindleko nokuthuthukisa ukusebenza kahle.

Kusukela kudatha yezezimali, isu lika-Dingdong Maicai lokunciphisa izindleko libonise impumelelo ethile, nenzuzo yokuqala ezuziwe.Umbiko wezezimali ubonisa ukuthi imali ka-Dingdong Maicai ye-Q2 2023 yayiyi-4.8406 billion RMB, uma kuqhathaniswa ne-RMB eyizigidi eziyizinkulungwane ezingu-6.6344 ngesikhathi esifanayo ngonyaka odlule.Inzuzo engeyona ye-GAAP bekungu-7.5 million RMB, okumaka ikota yesithathu elandelanayo yenzuzo engeyona ye-GAAP.

I-Hema Fresh: Ukuhlasela ku-Advance

Ngokungafani nesu lika-Dingdong Maicai “lokunciphisa izindleko,” i-Hema Fresh, elandela imodeli yokuhlanganisa isitolo sezimpahla, iyaqhubeka nokwanda ngokushesha.

Okokuqala, i-Hema yethule isevisi "Yokulethwa Kwehora Eli-1" ukuze ibambe imakethe yokulethwa okusheshayo, iqashe izithunywa eziningi ukuze ithuthukise ukusebenza kahle kokulethwa futhi ivale izikhala ezindaweni ezingenazo izinketho ezintsha zokudayisa.Ngokwenza kahle izinto namaketango wokuhlinzeka, i-Hema inweba amandla ayo esevisi ukuze kuzuzwe ukulethwa okusheshayo nokuphathwa kahle kokusungula, kubhekwane nokugcina isikhathi kanye nokushiyeka okusebenzayo kwe-e-commerce entsha.NgoMashi, u-Hema umemezele ngokusemthethweni ukwethulwa kwensizakalo ye- "1-Hour Delivery" futhi waqala umjikelezo omusha wokuqasha ama-courier.

Okwesibili, i-Hema ivula izitolo ngenkani emadolobheni asezingeni lokuqala, ihlose ukwandisa indawo yayo ngenkathi amanye amapulatifomu e-e-commerce amasha emisa ukwanda.Ngokusho kwabakwaHema, zingu-30 izitolo ezintsha ezihlelelwe ukuthi zivulwe ngoSepthemba, okuhlanganisa nezitolo ezingu-16 zakwaHema Fresh, izitolo zeHema Mini ezi-3, izitolo eziyi-9 zeHema Outlet, isitolo esingu-1 seHema Premier, kanye nesitolo esingu-1 sesipiliyoni e-Hangzhou Asian Games Media Center.

Ngaphezu kwalokho, i-Hema iqale inqubo yayo yokufakwa kuhlu.Uma ifakwe ohlwini ngempumelelo, izothola izimali ezinkulu zamaphrojekthi amasha, ucwaningo nokuthuthukiswa, kanye nokukhuthazwa kwemakethe ukuze kusekelwe ukukhula kwebhizinisi nokwanda kwezinga.NgoMashi, i-Alibaba yamemezela izinguquko zayo ze-“1+6+N”, ne-Cloud Intelligence Group ihlukana ne-Alibaba ukuze iqhubekele ekufakweni ohlwini, futhi u-Hema eqala uhlelo lwayo lokufakwa kuhlu, okulindeleke ukuthi luqedwe phakathi nezinyanga ezingu-6-12.Kodwa-ke, imibiko yakamuva yemithombo yezindaba iphakamisa ukuthi u-Alibaba uzomisa uhlelo lukaHema lwe-IPO yaseHong Kong, lapho uHema aphendule "ngaphawuli".

Ukuthi i-Hema ingafaka ohlwini ngempumelelo akukaqinisekwa, kodwa isivele inokufakwa okubanzi kokulethwa, uhla lwemikhiqizo ecebile, kanye nesistimu yochungechunge lokuhlinzeka, eyakha imodeli yebhizinisi esimeme enezingxenye eziningi zenzuzo.

Sengiphetha, kungakhathaliseki ukuthi bayahlehla ukuze baphile noma bahlasele ukuze baphumelele, izinkundla ezifana no-Hema Fresh no-Dingdong Maicai bahlanganisa amabhizinisi abo akhona kuyilapho befuna impumelelo entsha.Banweba amasu abo okuthola “izitolo” ezintsha futhi bahlukanise amathrekhi esigaba sabo sokudla, beguqukela kumapulatifomu okuhweba e-e-commerce anemikhiqizo eminingi.Nokho, ukuthi la mabhizinisi amasha azochuma yini futhi asekele ukukhula kwesikhathi esizayo kusazobonakala.