Mwaka uno gore hombe kune indasitiri yemiindasitiri, nemakwikwi anotyisa uye hondo mireza inobhururuka:
MuJune, J & T Express yakatumira zvinyorwa zvayo zvinyorwa pane hong kong stock kutsiva; Muna Nyamavhuvhu, SF Express (002352.Sz) yakanyorerwa kune yechipiri runyorwa pane hong kong stock yekuchinjana; MunaSeptember, Cainio akaisawo zvinyorwa zvaro zvinyorwa paHong Kong Stock Exchange.
Logistics hofori dzirikuita simudza, zvinoita kunge dzakagadzirira kutanga hutachiona hwehondo.
Pane zvakakosha kudzokera kune izvi: Sezvo zvidhori zvakatsanangurwa zvakabviswa muhafu yekutanga yegore, mutengo papakeji kumakambani ese ekutumira akaderera. Shenteng Express (002468.sz), iyo yakaona yakawandisa, yakadonhedza mutengo package ne8,35 yuan, inomirira kutanga kweturu matsva emutengo wehondo.
Kunyangwe JD.com (jd.O, 09618.Hk) sebasa rakakwira-rakadzika rekutumira, rakadzikisa kusununguka kwekutumira kubva pa99 yuan kusvika ku59 yuan kwenguva yekutanga.
Uku kutenderera kwemakwikwi kungotsiva kwehondo yapfuura here?
Pamusoro, ihondo yemitengo, asi ichokwadi, iri kukwikwidza kwepasirese.
Kukurukura nezvechina yezvinhu indasitiri inoshamisa inosanganisira e-commerce.
Parizvino, e-Commerce Package account yeanopfuura 80% yeStever Package mavheti, uye chiyero chekutengesa che-Commerce chinokurumidza kukurumidza kupfuura izvo zvekutengesa kwakazara kwekutengesa.
Kumashure Kwese Kukwira E-Commerce Company kuChina, pane kambani inomiririra, yakadai saAlibaba's (baba.nz) (09988.hk) Cainidocs (02618.Hk), uye Pdduoduo's (PDD.O) J & T Taura.
Panyaya yemhando dzebhizinesi, matatu e-commerce Logistics makambani anosiyana kwazvo: JD Logistics anoshanda zvakananga, Cainio inonyanya kushanda sechigadzirwa chezvinhu, uye j & t kuratidza kunoshandisa nzira yekufasva.
Kunyangwe Cainio akamboti haina kuita zveCourier Services, kubva kuDaniao kuenda kuCainio Direct Kukurukurirana uye ikozvino Cainio Express, basa reCourier mukati maCainio rave kuwedzera kukosha.
Parizvino, Cainio Express nzvimbo pachayo seyenzvimbo yemhando yepamusoro yebasa, Tafall's Redy Bhizinesi
Mumwe musiyano mukuru pakati pemakambani matatu ibasa ravo rekunze.
Cainioo inogadzira 47% yemari yayo kubva kune dzimwe nguva dzenyika, kusanganisira zvinhu zveChinese zviri kutumirwa kunze uye nekumhiri kwemakungwa zvichitiswa kunze kwenyika. Iyo kambani ndiyo yakakura-muganho ye-e-commerce logistics kambani munyika.
Cainio anobva atora 46% yemari yayo kubva kuzvinhu zvaro zvemabhiriyoni, nemari yemabhiriyoni makumi maviri nemaviri
J & T kuratidzira kwakatangira muSoutheast Asia, yakatangwa muna 2015, ndokupinda mumusika weChinese muna 2020 kunyangwe vakawanda vasina chokwadi. Mumakore matatu chete, yakasvika pachiyero che 28.3 Bhirioni Yuan mumusika weChinese, nemusika wekugovana kwe10,9% nekodhi vhoriyamu, chinzvimbo chechitanhatu.
Mwaka wadarika, J & T kuratidzira kuendesa mari yemari yemari 16.4 Yuan kubva kuSoutheast Asia, accounting makumi matatu neshanu muzana yehuwandu hwaro hwese.
Kunyangwe iyo JD Logistics ine vamwe mhiri kwemakungwa, inonyanya kushanda muChina.
Kwete e-e-commerce quistics, asi SF Express yakapindawo yakapinda muSoutheast Asia musika muna 2021 kuburikidza nekuwanikwa kweCerry Logistics. Parizvino, iye mutungamiri pakati pemakambani akakwana emakambani muSoutheast Asia. Chinangwa chikuru cheiyi kutenderera kwemari pane hong Kong stock yekutsinhana ndeyekuwedzera nyika neyekuyambuka-miganhu logistics kugona.
Zviri pachena kuti makambani anotsvaga mari mune ino kutenderera ane rimwe bhiza rekunze. Hondo yemutengo inongova face; Iyo yakakosha yakawedzera kukwikwidza kumakwikwi epasi rose.
Kukwikwidza muyero yakazara uye purofiti.
Mumamiriro ezvinhu emakwikwi epasi rose, musika weChinese, musika weChina pasina mubvunzo wakakosha, asi makambani haafanire kuvharirwa kune zvinowanikwa uye kurasikirwa kweguta rimwe chete. Pakupedzisira, zvese zvinouya pasi kumakwikwi muhuwandu hwakazara uye purofiti.
Pakati pemakambani matatu e-e-e-log anoramba akakura, aine mari yemari ye137.4 Yuan gore rapfuura, akateverwa naCaini.
Zvese zveJD Logistics uye J & T Express zvakaita zvakakoshera zvakakura mumakore apfuura.
JD Logistics Inowana kuayuue Express In Gugust 2020 uye Deppon Logistics (603056.sh) munaJuly gore rakapera.
J & T Express Inowanikwa Makuru muSoutheast Asia kubva kunaJune kusvika muna Nyamavhuvhu 2021, uye Fengwang Express's May gore rino ratanga.
Panyaya ye organic kukura yega, Cainio yakapfuura JD Logistics gore rino, neJD Logistics 'kukura kwehuwandu kuenderera mberi kuderera.
Sezvo gore raCainio harisi gore reCalendar, vachishandisa data kubva kuhafu yekutanga yegore rino, Cainio's Orgric kukura chiyero ndeye 24.7%, zvichiri nekukurumidza kupfuura JD Logistics '5.9%.
J & T Express, iyo yakapinda mumusika wemumba yakati wandei, yaona kuchinja kwekukura mumatanho ayo ekutanga, neiyo organic chiyero chehafu yegore rino (muRMB mazwi).
Panyaya yeProfilability, Cainio's Gross Margin yakakwira kupfuura JD Logistics, uye yayo yakagadziridzwa purofiti yakaratidza maitiro akajeka, kuwana chikamu chekutanga chegore rekutanga remari
J & T Express's gross margin chete yakavhurika zvakanaka muhafu yekutanga yegore rino, nekurasikirwa kwakakura kwazvo, nekugadziriswa kwekushandisa mari yekubatsira kwe -19.9% gore rapfuura.
Iyo yaimbozivikanwa-inozivikanwa yepamusoro Mudzidzi JD Logistics haina data yakanaka yemari.
JD Logistics: Kubudirira nekuda kweJD, uchinetseka nekuda kweJD
Liu Qandangdong akamboti, "Mune ramangwana, panogona kunge paine makambani maviri emachinda anongopukunyuka mune indasitiri yemigariro, imwe, uye imwe yacho sf Express."
Chirevo ichi chinongova hafu chaiyo.
Panguva iyoyo, Alibaba haana kuita masevhisi emachira, uye makambani sf Express uye vatatu Tongdachang vaive vasiri kukwikwidza kuti JD kana SF Express. Nekudaro, chiyero chaAlibaba chaicho chakakura chakakura, uye Pindiduo akabudawo.
Sezvo makambani e-commerce anosvika imwe nhanho yekuvandudza, ivo vanofanirwa kusimbisa kutonga pamusoro pechikamu chehunhu. Zvinyorwa zvine hunyanzvi zvinogona kuderedza mitengo, kuvandudza hunhu hwebasa, uye kusimudzira kukura kwebhizinesi, nekudaro zvichidya mamwe mamwe mirayiridzo.
Kubva mumaonero aya, hazvibviri kuti idzo ina hofori e-commerce-jd, alibaba, pinduoduo, uye douyin - ichabatsira mabhizinesi emumwe neumwe anokura.
JD Logistics yakagadzirwa nerutsigiro rweJD. Mwaka wadarika, 74% yeJD's yakazara yakazara mari yekuzadzisa yaive yakapihwa kuJD Logistics, chikamu chakakura.
Nekudaro, nekuda kwekukura kwayo
Gore rapfuura, zvigadzirwa zveJD zvemagetsi uye zvishandiso zvepamba zvakakura ne4,7%, uye zvinodiwa zvezuva nezuva zvakakura ne 8.1%, zvese kurova gore rakawanda
Muhafu yekutanga yegore rino, huwandu hwekukura kwezvigadzirwa zvemagetsi uye zvishandiso zvepamusha zvakashandisirwa kusvika ku5,5%, nepo zvinodiwa zuva nezuva takaona kukura kwakashata, nekuderera kwegore rimwe chete.
Mugore rapfuura uye nehafu yekutanga yegore rino, JD Logistics 'mari kubva kuJD yakawedzera ne 5.9% uye yakadzikira ne2,4%, zvichiteerana.
Kubva pamaonero ehupfumi hwechiyero, JD Logistics inofanira kuwedzera zvakanyanya vatengi vekunze.
JD Logistics inokoshesa vatengi varo mumhando nhatu: JD Boka, Kunze Yakabatanidzwa Suppence Supply Cachen Vatengi, uye Vamwe Vatengi vekunze.
Musiyano mukuru pakati peVaviri vekupedzisira ndezvekupedzisira keteni inopa mari yakazara
Kubva pa199, huwandu hwekukura kwevamwe vatengi vekunze hunopfurwa zvekunze kwekunze kwekutengesa vatengi, zvichiratidza kuti kuedza kwekambani kuwedzera kuti vabudirire.
Uyezve, mapuratifomu akafanana naDouyin uye kuaishou ndewe "vamwe vatengi vekunze vanongovaisa zvigadzirwa uye vanokwikwidza naSF Express, Tongdachhang, nevamwe pachikuva chimwe.
Yekupedzisira Chikunguru, kutora kweDeppon Logistics kunounzwa mune mamwe vatengi.
Nekuda kweizvozvo, kunyangwe paine yechipiri-yakakura logistsic kambani, JD Logistics ichine yakakosha gross margin gap ine sf Express uye haakwanise kuwana yakagadzikana purofiti seSF Express.
Liu Qiangdong akajekeswa zvakajeka simba reE-kutengeserana pamakambani emafuta. JD Logistics haana akatipukunyuka chinzvimbo che-e-commerce logistics. Zvinogona kutaurwa kuti zvinobudirira nekuda kweJD uye kurwa nekuda kweJD.
Kuenda Pasi rose: J & T Express uye Cainioo
Sezvambotaurwa, iwo musoro mukuru weiyi kutenderera kwemakwikwi ekambani yemakwikwi ari kuenda pasi rese.
Izvi hazvingori chete nekuti misika yemakungwa ekunze inopa kukosha kwakakura kugona asi zvakare nekuti iyo data yekubatsira mumisika iyi iri nani.
Kutora J & T Express semuenzaniso, mutengo pachidimbu mumusha weSoutheast Allian kanokwana katatu zveChina, neyekupedzisira kusvika 20% gore rapfuura, rakakwira kupfuura sf Express. Uku ndiko kuvimba kuseri kweJ & T kudzoka kumusika wemba.
Kunyangwe Cainio haana kuburitsa grand grand . Mukupesana, iyo average mari pane yekuraira yemigariro inopfuura gumi nemashanu Yuan uye zvishoma nezvishoma kuderera.
Iyo nzvimbo yekufungidzira yebhizimusi-remuganhu-muganho rakakura.
Panyaya yekodhi vhoriyamu, Cainio ndiyo mikuru ye-commerce e-commerce logistics yekambani pasi rose, chinzvimbo chekutanga mune ese eChinese Export uye kuendesa e-commerce Logistics. Cainio zvakare ine iyo yakakura miganhu-muganho e-commerce yekuchengetedza imba network pasi rese.
Makambani matatu eChinese mune gumi epamusoro: nguva yemakwikwi epasi rose yasvika
Logistics indasitiri yekare, inobuda kubva mumugwagwa wekutanga uye kutakura kwemvura kusvika pakutakura njanji uye kutakura kwemhepo, uye munguva pfupi yapfuura kupinda muguta rekutakura kwekutakura uye kutonhora keteni.
Zvakazara, makambani eChinese ane mavambo ari mune iyi indasitiri. Pakati pemakambani epasi gumi epamusoro emakambani emakambani epasi rose, kunze kwemakambani eChinese, vese vanodzorwa munzvimbo dzakasimukira vakafanana nesu nyika, Germany, Japan, neFrance.
Makambani matatu eChinese egumi mune yepamusoro its sf Express (yechina), jd Logistics (yechishanu), uye Cainio (chegumi (chegumi (chegumi (chegumi (chegumi (chegumi (chegumi (chegumi (chegumi (chegumi (chegumi (chegumi Kufunga nezve kukurumidza kukura kweChina yeCommerce indasitiri uye iyo ichiri kuderera kusindimara mune indasitiri yezvinhu, makambani eChinese achiri kugona zvakanyanya.
Izvi zvinogona kunge kuti nei J & T kuratidza kuomerera pakudzokera kumusika weChinese.
Nehurema hwakakosha, kukura kwemakungwa e-kutengeserana kwe-kutengeserana, uye kukwikwidza kweChinese kwezvinhu zveChinese, kukwikwidza kwepasirese kwave iko kuri iko kurwadziswa kwemakwikwi matsva emakwikwi.
Kutevera iyi wave yeE-Commerce Development, China yakaona kusimuka kwemakambani anoverengeka ehuma, senge logistics, Cainioo, uye J & T Express.
Kubva pakutanga kwegore rino, kutenderera kutsva kwemutengo wemutengo wakatanga, nemakambani emagetsi anonyorera mari yekutengesa mari imwe mushure meimwe.
Nekudaro, kupera kwakadzika, hondo yemutengo inongova face; Chinangwa chikuru chekubhadhara mari ndechekuenda kwepasirese, ndechipi chinongedzo chikuru cheiyi kutenderera kwemakwikwi.
Nekuda kwekuchinja kwaAlibaba kuti uzvimise uye kusimuka kwePindiduo, makambani aya akawedzera kutarisana nekudzora chikamu chechikamu. Liu Qiangdong's fungidziro yekuti kwaizove nemakambani maviri emafuta akasara muChina aputswa.
Iko kukurumidza kusimuka kweDouyin e-commerce kwakawedzera kusarudzika kune indasitiri yemigiri.
Mukutonga uku kwekuchinja, iyo logistics, iyo yaimbove nemhedzisiro yekutanga, yakamanikidzwa nekukura kwemubereki uye nemakwikwi kubva kuSF kutaura uye vamwe, zvichikonzera kudzikisira uku.
Cainioo naJ & T. -
Kutumira Nguva: Jul-29-2020