Ezinyangeni eziyisithupha ezedlule, i-Gome Retail (06808.HK), inkampani engumzali ye-RT-Mart, ibhekane nezinselelo ezinkulu njengoba igxile ekwandiseni izitolo zayo zobulungu kanye nokusabela ezimpini zamanani.
Ngobusuku bangoNovemba 14, iGome Retail ikhiphe umbiko wayo wesikhashana wezezimali engxenyeni yokuqala yonyaka wezimali ka-2024, ophela ngoSepthemba 30. Lo mbiko uveze ukuthi imali engenayo yenkampani ibingamabhiliyoni angama-35.768 RMB, yehle ngo-11.9% unyaka nonyaka, kuyilapho. ilahlekelwe yi-RMB eyizigidi ezingama-378, okuwukukhula okukhulu kusukela ekulahlekeni kwe-RMB eyizigidi ezingama-87 ngesikhathi esifanayo ngonyaka odlule. Ukulahlekelwa okuphelele okudalwe ngabaninimasheya benkampani kwaba izigidi ezingu-359 zama-RMB, uma kuqhathaniswa nokulahlekelwa kwezigidi ezingu-69 zama-RMB ngonyaka odlule.
I-Gome Retail iveze ukuthi ukulahlekelwa okwandisiwe kudalwe yizici ezimbalwa, okuhlanganisa ukuncipha kwesu lebhizinisi layo le-supply chain, ukwehla kwebhizinisi layo lokuqinisekisa ukuhlinzekwa kwempahla, kanye nokungasebenzeki kahle uma kuqhathaniswa nalokho obekulindele. Ukwengeza, kulo nyaka inkampani yenze izinguquko ezimbalwa zokusebenza, njengokwandisa izaphulelo kanye nokwandisa amafomethi amasha okuthengisa, okwengeze izingcindezi zezindleko zesikhathi esifushane ezibalulekile.
Njengoba i-e-commerce yokudla emisha, izitolo zobulungu, nezitolo zesaphulelo zikhula, izinkampani zesuphamakethe zibhekene nokuncintisana okukhulu kakhulu. Ngemva kokuthi iFreshippo iqale impi yamanani embonini yezitolo ezinkulu ngo-Agasti, izinkampani eziningi zesuphamakethe zasabela ngokwamukela isu “eligxile ekwehliseni imali”. Ngayo leyo nyanga, i-RT-Mart yethula umkhankaso wayo othi “Akukho Ukuxoxisana”, enikeza amanani emikhiqizweni efana ne-mochi, ama-croissants, ubisi olusha, ne-salmon eyayiphansi kunaleyo yase-Sam's Club.
Ngo-Okthoba, i-RT-Mart ithuthukise umkhankaso wayo othi “Akukho Ukuxoxisana” kuya ekunyusweni kokuthi “Izintengo Eziqotho,” okuhlanganisa imikhiqizo engaphezu kuka-1,000 kuzo zonke izigaba ezihlanganisa ubisi, ukudla okulula, ukunakekelwa komuntu siqu, ukuhlanzwa kwekhaya, okusanhlamvu, amafutha, neziphuzo. I-Gome Retail itshele i-Time Finance ukuthi uhlelo “lweZintengo Ezithembekile” luzoqhubeka, futhi inkampani izothuthukisa ukuncintisana kwamanani ngokuhlanganiswa komkhiqizo nabathengisi nangokuthuthukisa ukusebenza kahle kwedijithali.
Kodwa-ke, uma i-RT-Mart ingakwazi ukunciphisa izindleko ezivela ochungechungeni lokunikezela futhi ithembele kuphela ekwehliseni izintengo zomkhiqizo, ingase ingaxazululi indaba yokwehla kwenzuzo.
Okwamanje, imizamo ye-RT-Mart ye-supply chain ibonakala ikakhulukazi emikhiqizweni yayo yelebula yangasese. Phakathi nesikhathi sokubika, inkampani yethule ama-SKU angu-170 ngaphansi kwelebula yayo yangasese ye-RT100, ehlanganisa imikhiqizo eyakhiwe ngokukhethekile yi-RT-Mart noma ngokubambisana nabakhiqizi. Ukunyuswa kwamalebula azimele kwaletha isiphithiphithi ku-RT-Mart ngo-Okthoba, nesinkwa sayo samazambane esizithuthukisile sathola ukuduma ezinkundleni zokuxhumana.
I-Gome Retail iveze ukuthi ukusebenza kwayo okuwumongo kwebhizinisi kwikota yesibili kubonise ukuncipha okukhulu kwegebe uma kuqhathaniswa nesikhathi esedlule.
Ngokungafani ne-Yonghui Superstores ne-Bubugao Supermarket, evale izitolo ukuze inciphise ukulahlekelwa, i-Gome Retail iqhubekile nokusheshisa ukunwetshwa kwesitolo, yengeza izingcindezi ezithile zezindleko. Ngesikhathi sokubika, i-Gome Retail ibe nezindleko ezinkulu ze-RMB eziyizigidi ezingu-440, kusukela ezigidini ezingu-258 zama-RMB ngesikhathi esifanayo ngonyaka odlule, ikakhulukazi ngenxa yokuthuthukiswa kwesitolo esisha, ukuvuselelwa kwezitolo, nokuthuthukiswa kwedijithali.
Engxenyeni yokuqala yonyaka wezimali ka-2024, i-Gome Retail yavula izitolo ezintathu ezintsha ze-RT-Mart futhi yasheshisa ukunwetshwa kwefomethi yayo emaphakathi ye-RT-Mart Super kanye nezitolo zobulungu be-M njengengxenye yesu lesibili lokukhula lenkampani. I-RT-Mart Super ivule izitolo ezintsha eziyisikhombisa eJinan, Tangshan, Songyuan eJilin, Changchun, Lanzhou, Dongguan, nakwezinye izindawo, kanti ezinye eziyisikhombisa okulindeleke ukuthi zivulwe ekupheleni konyaka wezimali.
Ngemva kokuvula isitolo sayo sokuqala sobulungu be-M eYangzhou ngo-April kulo nyaka, inani lamalungu akhokhayo selifinyelele cishe ku-100,000. Izitolo ezintsha eChangzhou naseNanjing zihlelelwe ukuvulwa ngoDisemba nangoJanuwari ngonyaka ozayo, ngokulandelana. Ukuze kwakhiwe isisekelo sobulungu kusenesikhathi, lezi zindawo ezimbili ziqalise ukusebenza ku-inthanethi phakathi nefestiveli yezitolo ye-Double 11 yalo nyaka.
I-Gome Retail iveze ukuthi izitolo zakwa-M seziqalile ukwenza amalungiselelo ezitolo zazo zesine nesesihlanu, okuhlanganisa nokuqasha amalungu amasha nokuqasha, kanti izitolo ezintathu ezintsha okulindeleke ukuba zivulwe ekupheleni konyaka wezimali ka-2024. Njengamanje, izitolo zobulungu zakwaM zigxile kwesibili - namadolobha esigaba sesithathu, anezindawo ezisezindaweni zamadolobha kanye nefomethi esekwe emphakathini egwema ukuncintisana okuqondile ne-Sam's Club kanye ne-Freshippo X Ubulungu Store phakathi nesigaba sokuqala sokukhula. Nokho, ukuthi isu le-Gome Retail lezitolo zobulungu kanye namanani “agxile esaphulelo” angakwazi ukuhlehlisa ukulahlekelwa kwawo okuqhubekayo kuzothatha isikhathi ukuqinisekiswa.
Ebhizinisini eliku-inthanethi le-B2C, ngemuva kokukhula kwemali engenayo yedlule u-15% onyakeni wezimali ka-2023, ingxenye yokuqala yonyaka wezimali ka-2024 ikhule ngo-4.7%, ivolumu yoku-oda ikhuphuka ngo-8.9%. Ingxenye yenzuzo evela kulesi sigaba inyuke isuka ku-18.9% yaya ku-22.6%. Phakathi kweziteshi eziku-inthanethi ze-RT-Mart, okuhlanganisa i-RT-Mart Fresh APP, i-Ele.me, ne-Taoxianda, i-RT-Mart Fresh APP manje yenza ukuthengiswa okungaphezu kokukodwa kokuthathu.
I-Gome Retail ithe isikhathi esiphezulu seqembu semali engenayo nenzuzo sisesigabeni sesine sonyaka wezimali, okubandakanya amaholide abalulekile afana noNcibijane, Umkhosi Wasentwasahlobo, Nonyaka Omusha Wenyanga. Inkampani ihlela ukuthuthukisa ukunikezwa kwayo kwemikhiqizo ehlukene, ithuthukise ukusebenza kahle, futhi isebenzise isikhathi samaholide ukuze ithuthukise ukusebenza.
Kuyaphawuleka ukuthi ngoMashi 28, ngemuva kokuthi u-Alibaba eqale ukuhlelwa kabusha kwenhlangano ethi “1+6+N”, iGome Retail yahlanganiswa engxenyeni ethi “N” yamanye amayunithi ebhizinisi, kuyilapho iFreshippo, esebenza futhi ekuthengiseni okungaxhunyiwe ku-inthanethi, yamemezela izinhlelo. ukuphishekela i-IPO.
Lapho ebuzwa ukuthi ngabe isikhundla nesimo se-Gome Retail e-Alibaba sithintekile yini, i-Gome Retail iphendule i-Time Finance ngokuthi i-Gome Retail ibilokhu iyinkampani ezimele esohlwini, i-Alibaba njengomnikazi wamasheya olawulayo, kanye nokusebenzisana namanye amayunithi ebhizinisi e-Alibaba ilandele imigomo yemakethe.
Kusukela kuvalwa ukuhweba ngoNovemba 15, intengo yesitoko seGome Retail inyuke ngo-2.53%, ivala ku-HKD 1.62 ngesheya ngalinye, ngenani eliphelele lemakethe elingu-HKD 15.454 bhiliyoni.
Isikhathi sokuthumela: Aug-25-2024