Kurasikirwa, kuvharwa kwechitoro, kudzingwa, uye dhizaini dhizaini dzave nhau dzakajairika muchikamu chekutengesa e-commerce gore rino, zvichiratidza maonero asina kunaka.Zvinoenderana ne "2023 H1 China Fresh E-Commerce Market Data Report," mwero wekukura kwekutsva kwee-commerce transaction muna 2023 unotarisirwa kurova zvakaderera mumakore mapfumbamwe, nehuwandu hwekupinda muindasitiri hunosvika 8.97%, pasi 12.75 % gore negore.

Munguva yekugadziriswa kwemusika uye kukwikwidza, mapuratifomu akaita seDingdong Maicai uye Hema Fresh, ayo achine humwe kugona, ari kushingaira kutora matanho ekusangana nematambudziko uye kutsvaga mikana mitsva yekukura.Vamwe vakamisa kuwedzera kuti vatarise kushanda zvakanaka kwete kuyera, nepo vamwe vachienderera mberi nekusimudzira yavo inotonhora chain logistics masisitimu uye kuendesa network kuti vashingaire kutora chikamu chemusika.

Izvo zvakakosha kuti ticherechedze kuti kunyangwe nekukurumidza kukura chikamu iyo indasitiri yezvitengesi yakasangana nayo, ichiri kutambudzwa nepamusoro inotonhora yekufambisa cheni uye mutengo wekushandisa, kurasikirwa kukuru, uye kunyunyuta kwevashandisi kazhinji.Kune mapuratifomu akaita seDingdong Maicai naHema Fresh kutsvaga kukura kutsva uye kufambira mberi, rwendo urwu pasina mubvunzo ruchanetsa.

Mazuva eKubwinya aenda

Munguva yakapfuura, kukurumidza kusimudzira kweinternet kwakakonzera kusimuka nekukurumidza kweiyo nyowani e-commerce indasitiri.Mazhinji ekutanga uye mahofori epainternet akaongorora mhando dzakasiyana, achifambisa indasitiri iyi.Mienzaniso inosanganisira yepamberi-yeimba yekuchengetera modhi inomiririrwa naDingdong Maicai naMissFresh, uye modhi yekubatanidza chitoro inomiririrwa naHema naYonghui.Kunyangwe papuratifomu e-commerce vatambi vakaita saJD, Tmall, uye Pinduoduo vakaita kuti huvepo hwavo hunzwe.

Vanamuzvinabhizinesi, masupamaketi asiri pamhepo, uye internet e-commerce vatambi vakazadza iyo nyowani e-commerce track, vachigadzira kuputika kukuru uye kukwikwidza kwakanyanya.Nekudaro, kukwikwidza kwakanyanya "kwegungwa dzvuku" kwakazokonzera kudonha kwakabatana mune nyowani e-commerce chikamu, zvichiunza chando chakashata kumusika.

Chekutanga, kutsvaga kwekutanga kwechiyero nemapuratifomu e-commerce matsva kwakatungamira mukuwedzera, zvichikonzera kudhura kwekushandisa uye kurasikirwa kuri kuramba kuchiitika, zvichiunza matambudziko akakosha ekuwana mari.Nhamba dzinoratidza kuti mudzimba nyowani e-commerce chikamu, makumi masere nesere muzana emakambani ari kurasikirwa nemari, aine 4% chete achityora uye angori 1% achiita purofiti.

Kechipiri, nekuda kwemakwikwi anotyisa emusika, mitengo yakakwira yekushandisa, uye kuderera kwemusika kudiwa, mazhinji matsva e-commerce mapuratifomu akatarisana nekuvharwa, kudzingwa, uye kubuda.Muhafu yekutanga ya2023, Yonghui yakavhara zvitoro makumi maviri nepfumbamwe, uku Carrefour China yakavhara zvitoro makumi matatu nenhatu kubva munaNdira kusvika Kurume, zvichiverengera chikamu chimwe muzvishanu chezvitoro zvacho.

Chetatu, mazhinji matsva e-commerce mapuratifomu akanetsekana kuita purofiti, zvichiita kuti vanoisa mari kuti vangwarire kuvapa mari.Sekureva kweiiMedia Tsvagiridzo, huwandu hwekudyara uye mari mune nyowani e-commerce chikamu chakakwira hutsva muna 2022, huchida kudzokera kumatanho a2013.Kubva munaKurume 2023, kwaingova nechiitiko chimwe chete chekudyara muChina chitsva e-commerce indasitiri, ine huwandu hwekudyara hungori mamirioni makumi matatu RMB.

Chechina, nyaya dzakaita semhando yechigadzirwa, kudzoserwa mari, kuunza, matambudziko ekuodha, uye kukwidziridzwa kwenhema zvakajairika, zvichikonzera kunyunyuta kunogara kuchiitwa e-commerce masevhisi.Zvinoenderana ne "E-Commerce Complaint Platform," mhando dzepamusoro dzezvichemo kubva kune vatsva e-commerce vashandisi muna 2022 yaive mhando yechigadzirwa (16.25%), nyaya dzekudzosera mari (16.25%), uye matambudziko ekutumira (12.50%).

Dingdong Maicai: Retreat to Advance

Semunhu akapona muhondo nyowani dze-e-commerce subsidy, kuita kwaDingdong Maicai kwave kusagadzikana, zvichiita kuti itore zano rekudzoka kwakakosha kuti apone.

Kubva 2022, Dingdong Maicai akabuda zvishoma nezvishoma kubva kumaguta akawanda, anosanganisira Xiamen, Tianjin, Zhongshan, Zhuhai muGuangdong, Xuancheng uye Chuzhou muAnhui, uye Tangshan neLangfang muHebei.Munguva pfupi yapfuura, yakabudawo mumusika weSichuan-Chongqing, ichivhara zviteshi muChongqing neChengdu, ichisiya iine nzvimbo dzemaguta makumi maviri neshanu chete.

Chirevo chepamutemo chaDingdong Maicai pamusoro pekudzoserwa kwakaratidza kudzikiswa kwemutengo uye kuvandudzwa kwakanaka sezvikonzero zvekugadzirisa mashandiro ayo muChongqing neChengdu, kumbomira masevhisi munzvimbo idzi uku uchichengetedza mashandiro akajairwa kumwewo.Muchidimbu, kudzoka kwaDingdong Maicai kunovavarira kudzikisa mutengo uye kugadzirisa mashandiro.

Kubva padhata remari, Dingdong Maicai's yekucheka-mutengo zano yakaratidza imwe budiriro, nekutanga purofiti yakawanikwa.Chirevo chemari chinoratidza kuti mari yaDingdong Maicai yeQ2 2023 yaive 4.8406 bhiriyoni RMB, zvichienzaniswa ne6.6344 bhiriyoni RMB panguva imwecheteyo gore rapfuura.Iyo isiri-GAAP mambure purofiti yaive 7.5 miriyoni RMB, ichimaka yechitatu inoteedzana kota yeisiri-GAAP purofiti.

Hema Fresh: Kurwisa kuAdvance

Kusiyana nezano raDingdong Maicai re "kucheka mari," Hema Fresh, iyo inotevera modhi yekubatanidza chitoro, inoramba ichikura nekukurumidza.

Chekutanga, Hema yakatanga iyo "1-Hour Delivery" sevhisi yekutora musika wekutumira ipapo, ichitsvaga vatakuri vazhinji kuti vavandudze kufambisa basa uye kuzadza mapeji munzvimbo dzisina sarudzo nyowani dzekutengesa.Nekugadzirisa zvinhu uye cheni dzekugovera, Hema inotambanudza hunyanzvi hwayo hwesevhisi kuti iwane kukurumidza kuburitsa uye nekugadzirisa manejimendi, kugadzirisa kurongeka uye kusashanda zvakanaka kwee-commerce nyowani.Muna Kurume, Hema yakazivisa zviri pamutemo kutangwa kwe "1-Hour Delivery" sevhisi uye yakatanga kutenderera kutsva kwekutora vatumwa.

Kechipiri, Hema iri kuvhura zvitoro zvine hukasha mumaguta ekutanga-tier, ichivavarira kuwedzera nharaunda yayo nepo mamwe matsva e-commerce mapuratifomu achimisa kuwedzera.Sekureva kweHema, zvitoro zvitsva makumi matatu zvakarongwa kuvhurwa munaGunyana, zvinosanganisira gumi nematanhatu Hema Fresh zvitoro, 3 Hema Mini zvitoro, 9 Hema Outlet zvitoro, 1 Hema Premier chitoro, uye 1 ruzivo chitoro paHangzhou Asian Games Media Center.

Uyezve, Hema yakatanga maitiro ayo ekunyorwa.Kana yakanyatso kunyorwa, ichawana mari yakawanda yemapurojekiti matsva, tsvakiridzo nekusimudzira, uye kukwidziridzwa kwemusika kutsigira kukura kwebhizinesi uye kuwedzera chiyero.Muna Kurume, Alibaba yakazivisa shanduko yayo ye "1+6+N", neCloud Intelligence Group yakakamukana kubva kuAlibaba kuenda yakazvimirira kuenda kurondedzero, uye Hema akatanga hurongwa hwayo hwekunyora, hunotarisirwa kupedzwa mukati memwedzi mitanhatu-12.Nekudaro, mishumo ichangoburwa yenhau inoratidza kuti Alibaba achamisa chirongwa cheHema cheHong Kong IPO, icho Hema akapindura ne "hapana chekutaura."

Kuti Hema inogona kubudirira kunyora inoramba isina chokwadi, asi yatove neyakavharika yekutumira, yakapfuma chigadzirwa renji, uye inoshanda cheni yekugovera sisitimu, ichigadzira yakagadzikana bhizinesi modhi ine akawanda makota emubairo.

Mukupedzisa, kunyangwe kudzoka kuti urarame kana kurwisa kuti ubudirire, mapuratifomu akaita seHema Fresh naDingdong Maicai vari kubatanidza mabhizinesi avo aripo vachitsvaga mabhindauko matsva.Vari kuwedzera marongero avo ekutsvaga "mashopu" matsva uye kusiyanisa mapoka avo echikafu, achichinjika kuita e-commerce mapuratifomu echikafu ane akawanda ma brand.Zvisinei, kuti mabhizimisi matsva aya achabudirira here uye achatsigira kukura mune ramangwana zvichaonekwa.