Njengoba imakethe ikhula, abadlali abaningi bangena enkundleni, futhi izinqubomgomo ezivumayo ziqhubeka nokuvela, kusheshisa ukuguqulwa kwemakethe yezemithi ye-O2O.
Muva nje, inkampani ehamba phambili yokulethwa kwezidingo i-SF Express ingene ngokusemthethweni emakethe ye-O2O yezemithi. Isevisi yendawo yokulethwa kwe-SF Express yethule isixazululo esididiyelwe se-“Internet + Healthcare,” esihlanganisa izimo ezimbili eziyinhloko zokusetshenziswa kwezokwelapha: izibhedlela ezintsha zemithi kanye nezibhedlela eziku-inthanethi. Inhloso ukuthuthukisa ikhwalithi nokusebenza kahle kusetshenziswa imodeli enezinkundla eziningi, enezixhumanisi ezigcwele.
Ukulethwa okusheshayo, njengemodeli ebalulekile yemboni yezemithi i-O2O, kugxile kakhulu kumakhemisi ezitolo ezintsha. Ngokusho kwedatha yakamuva evela e-Zhongkang CMH, imakethe yezemithi ye-O2O ikhule ngo-32% kusukela ngoJanuwari kuya ku-Agasti 2023, ukuthengiswa kwafinyelela kuma-yuan ayizigidi eziyizinkulungwane ezingu-8. Amapulatifomu afana ne-Meituan, i-Ele.me, ne-JD iphethe imakethe, kuyilapho amakhemisi amakhulu asohlwini njenge-Lao Baixing Pharmacy, i-Yifeng Pharmacy, ne-Yixin Tang iqhubeka nokuqinisa futhi nokwandisa iziteshi zabo ze-inthanethi.
Ngesikhathi esifanayo, izinqubomgomo ziqhubekisela phambili intuthuko yemboni ngesivinini. Njengoba kwabikwa ngoNovemba 6, iShanghai isiqale izinhlelo zokuhlola ukukhokhelwa kwemithi kadokotela ngokusebenzisa izinkundla zokulethwa kokudla. Iminyango efanelekile e-Shanghai ike yaxhumana ne-Ele.me kanye ne-Meituan, namakhemisi amaningi afakiwe kumshayeli wendiza.
Kubikwa ukuthi e-Shanghai, lapho u-oda izidakamizwa ezinelebula "yenkokhelo yomshwalense wezokwelapha" ngezinhlelo zokusebenza ze-Meituan noma ze-Ele.me, ikhasi lizobonisa ukuthi inkokhelo ingenziwa nge-akhawunti yomuntu siqu yekhadi lomshwalense wezokwelapha. Okwamanje, amakhemisi athile kuphela anelebula elithi “inkokhelo yomshwalense wezokwelapha” amukela umshwalense wezokwelapha.
Ngokukhula okusheshayo kwemakethe, ukuncintisana emakethe yezemithi ye-O2O kuyakhula. Njengengxenyekazi enkulu yokulethwa kwezidingo zenkampani yangaphandle e-China, ukungena okugcwele kwe-SF Express kuzoba nomthelela omkhulu emakethe yezemithi ye-O2O.
Ukuqinisa Ukuncintisana
Njengoba u-Douyin no-Kuaishou bevula ithuba lokuthengisa umuthi kanye ne-SF Express ingena emakethe yokuletha ngokushesha imithi, ukuthuthuka okusheshayo kwezitolo ezintsha zemithi kuyinselele nakanjani izitolo zendabuko ezingaxhunyiwe ku-inthanethi.
Ngokwemininingwane yomphakathi, ikhambi elisanda kwethulwa lokulethwa kwemithi le-SF Express lihlanganisa izimo zokusetshenziswa kwezokwelapha kwezibhedlela ezintsha ezithengisa imithi kanye nezibhedlela eziku-inthanethi.
Ngokombono wamabhizinisi athengisa imithi, insizakalo yokulethwa kwasendaweni ye-SF Express ixhuma amasistimu amaningi, ibhekana nezinselelo zokusebenza kweziteshi eziningi. Ivumelana nokusebenza kuwo wonke amapulatifomu ahlukahlukene, okuhlanganisa amapulatifomu okulethwa, amapulatifomu asesitolo, kanye nezinkundla ze-e-commerce zezemithi. Isixazululo sihlanganisa imodeli yamakhono amaningi enezindawo zokugcina izimpahla kanye nokuxhumeka kokulethwa, esiza amakhemisi ekugcwaliseni kabusha, ukuphathwa kwe-inventory, nokuqeda izinyathelo zomlamuli zokuthuthukisa ukusebenza kahle.
Mayelana nomncintiswano oshubile wezokwenziwa kwemithi, umsabalalisi wemithi eNingizimu neChina utshele izintatheli ukuthi izinkampani ezinkulu ezikhiqiza imithi njengeSinopharm Logistics, iChina Resources Pharmaceutical Logistics, iShanghai Pharmaceutical Logistics, neJiuzhoutong Logistics zisabambe izikhundla eziphezulu. Kodwa-ke, ukunwetshwa kwamabhizinisi okuxhumana nabantu, ikakhulukazi lawo amelwe yi-SF Express kanye ne-JD Logistics, akunakuzitshwa.
Ngakolunye uhlangothi, ukwanda kokubandakanyeka kwamabhizinisi amakhulu ekuthengisweni okusha kwemithi kuqinisa ingcindezi yokusinda kuzo zonke izinhlangothi ohlelweni lwendalo. Izinsizakalo zesibhedlela se-inthanethi ze-SF Express zixhumeka ngokuqondile ezinkundleni zokuxilonga eziku-inthanethi, zinikeza isevisi yokuma okukodwa "yokubonisana nge-inthanethi + ukulethwa kwemithi okuphuthumayo," ihlinzeka ngolwazi lwezempilo olulula nolusebenza kahle.
Ukungena kwama-giants afana ne-SF Express emakethe ye-O2O yezemithi kusheshisa ukushintshwa kwamakhemisi endabuko ukusuka kwe-centric yomkhiqizo kuya kumodeli yokusebenza egxile esigulini. Uma ukukhula kwemboni kuhamba kancane, ukugxila ekuthengeni kwamakhasimende kanye nenani kubaluleka. Osebenza ekhemisi eGuangdong uthe yize amakhemisi endabuko angabhekana nezinselelo, akuhlomele kangcono ukubhekana nazo. Amakhemisi omphakathi angase abhekane nomthelela omkhulu nakakhulu.
Imakethe Eminyene
Naphezu kwezinselelo ze-inthanethi ezisheshayo, amakhemisi endabuko asabela ngenkuthalo. Embonini yokudayisa imithi, edinga intuthuko eqhubekayo, indlela yeziqhwaga ze-inthanethi ezingena emakethe ayinazo izithiyo.
NgoMashi 2023, Ihhovisi Jikelele LoMkhandlu Wezwe ladlulisela isaziso seKhomishini Kazwelonke Yokuthuthukiswa Nezinguquko mayelana “Nezinyathelo Zokubuyisela Nokwandisa Ukusetshenziswa,” egcizelela ukuthuthukiswa okunamandla “kwe-inthanethi + Ukunakekelwa Kwezempilo” kanye nokuthuthukisa izikhungo zesevisi yezokwelapha ezihlukahlukene.
Ngokungeziwe ekuthuthukisweni okuqhubekayo kwezinqubo ze-inthanethi, ukulethwa kwemithi ekugcineni kwesevisi sekuyinto okugxilwe kuyo kakhulu ukuze kusetshenziswe ngokugcwele. Ngokombiko othi "China Retail Pharmacy O2O Development Report" okhishwe yiMinet, kulinganiselwa ukuthi ngo-2030, isikali sekhemisi i-O2O sizobalelwa ku-19.2% wesamba semakethe esiphelele, sifinyelele kuma-yuan ayizigidi eziyizinkulungwane ezingu-144.4. Isikhulu sezokwelapha samazwe ngamazwe sibonise ukuthi ukunakekelwa kwezempilo kwedijithali kunamandla amakhulu entuthuko yesikhathi esizayo, futhi izinkampani kufanele zinqume ukuthi zingasebenzisa kanjani ukunakekelwa kwezempilo kwedijithali ukuze zinikeze izinsizakalo ezilula kakhulu ekuxilongweni nasenqubweni yokwelashwa.
Njengoba uguquko lwedijithali seluba umkhuba odlangile, ukwakheka kwesiteshi esigcwele sekube yisivumelwano phakathi kwamakhemisi amaningi adayisayo. Izinkampani ezisohlwini ezingene ku-O2O kusenesikhathi zibone ukuthengiswa kwazo kwe-O2O kabili eminyakeni yamuva. Njengoba imodeli ikhula, amakhemisi amaningi abheka i-O2O njengento engenakugwenywa yomkhakha. Ukwamukela ukwenziwa kwedijithali kusiza amabhizinisi ukuthi athole amaphuzu okukhula amasha ochungechungeni lokuhlinzeka, ahlangabezane nezidingo ezisheshayo zabathengi, futhi ahlinzeke ngamasevisi okuphatha ezempilo anembe kakhudlwana.
Izinkampani ezenza imithi ezisebenze kusenesikhathi futhi zatshala imali ngokuqhubekayo zibone ukuthengiswa kwazo kwe-O2O kabili eminyakeni yamuva, nezinkampani ezifana ne-Yifeng, i-Lao Baixing, ne-Jianzhijia ezibonisa ukukhula okudlula ama-yuan ayizigidi ezingu-200. Umbiko wezezimali we-Yifeng Pharmacy ka-2022 ubonisa ukuthi inezitolo ze-O2O ezisebenza ngokuqondile ezingaphezu kuka-7,000; I-Lao Baixing Pharmacy nayo yaba nezitolo ze-O2O ezingu-7,876 ekupheleni kuka-2022.
Abangaphakathi embonini baveza ukuthi ukungena kwe-SF Express emakethe ye-O2O yezemithi kuhlobene nesimo sayo samanje sebhizinisi. Ngokombiko wezinzuzo ze-SF Holding we-Q3, imali engenayo ye-SF Holding ku-Q3 yayingama-yuan ayizigidi eziyizinkulungwane ezingu-64.646, inzuzo etholakala enkampanini engumzali yama-yuan ayizigidi eziyizinkulungwane ezingu-2.088, okuwukunyuka konyaka ngo-6.56%. Kodwa-ke, kokubili imali engenayo kanye nenzuzo yengqikithi yezingxenye ezintathu zokuqala kanye ne-Q3 ibonise ukwehla konyaka nonyaka.
Ngokwedatha yezezimali etholakala esidlangalaleni, ukwehla kwemali engenayo ye-SF Express kudalwe ngokuyinhloko uchungechunge lokunikezela kanye namabhizinisi aphesheya. Ngenxa yokwehla okuqhubekayo kwesidingo nezintengo zezimpahla zomoya nezolwandle emhlabeni jikelele, imali engenayo yebhizinisi yehle ngo-32.69% unyaka nonyaka.
Ikakhulukazi, ibhizinisi le-SF Express liqukethe ikakhulukazi izinto ezisetshenziswayo kanye nochungechunge lokuhlinzeka kanye nebhizinisi lamazwe ngamazwe. Ingxenye yemali engenayo yebhizinisi le-express iye yehla kule minyaka emithathu edlule. Ngo-2020, 2021, kanye no-2022, imali engenayo yebhizinisi yabalelwa ku-58.2%, 48.7%, kanye no-39.5% wesamba semali engenayo ye-SF Express, ngokulandelana. Lesi silinganiso sikhuphuke safinyelela ku-45.1% engxenyeni yokuqala yalo nyaka.
Njengoba inzuzo yezinsizakalo zendabuko iqhubeka nokuwohloka futhi imboni yezokuthutha ingena esigabeni esisha “sezimpi zenani,” i-SF Express ibhekene nengcindezi ekhulayo yokusebenza. Phakathi nokuncintisana okuqinile, i-SF Express ihlola amathuba amasha okukhula.
Kodwa-ke, emakethe yokulethwa kwemithi esheshayo ye-O2O ephithizelayo, ukuthi i-SF Express ingakwazi yini ukuthatha isabelo semakethe kwiziqhwaga zemboni ezifana ne-Meituan ne-Ele.me kuhlala kungaqiniseki. Abangaphakathi embonini baphakamisa ukuthi i-SF Express ayinazo izinzuzo kuthrafikhi namanani entengo. Izinkundla zezinkampani zangaphandle ezifana ne-Meituan ne-Ele.me sezivele ziyihlakulele imikhuba yabathengi. "Uma i-SF Express inganikeza uxhaso oluthile lwentengo, ingase ihehe abathengisi abathile, kodwa uma ingenisa ukulahlekelwa isikhathi eside, imodeli yebhizinisi enjalo kuzoba nzima ukuyisekela."
Ngokungeziwe kulawa mabhizinisi ashiwo ngenhla, i-SF Express iphinde ibandakanyeke ekwenziweni kwe-cold chain logistics kanye ne-e-commerce ebukhoma, akukho okudlula u-10% wayo yonke imisebenzi yayo. Zombili lezi zindawo zibhekene nokuncintisana okuqinile kwezimbangi ezifana ne-JD ne-Meituan, okwenza indlela ye-SF Express yempumelelo ibe inselele.
Embonini yanamuhla yokuncintisana yezokuthutha, engakefiki umvuthwandaba wayo, amamodeli ebhizinisi ayathuthuka. Izinkonzo zomdabu zodwa azisanele ukugcina ukuncintisana. Ukuthola isabelo semakethe, izinkampani zidinga izinsizakalo zekhwalithi ezihlukene. Ukuthi izinkampani zelogistics zingakwazi yini ukusebenzisa izitayela ezintsha zabathengi ukuze zenze amaphuzu amasha okukhula kokusebenza kuyithuba kanye nenselelo.
Isikhathi sokuthumela: Aug-21-2024