Houcheng, makumi mashanu neshanu, anoda mukana wekuratidza kugona kweHema kuna Liu Qiangdong, Zhang Yong, naJack Ma.
Nguva pfupi yadarika, kumisikidzwa kusingatarisirwe kwaHema kweHong Kong IPO yayo kwakawedzera kumwe kutonhora kumusika wekutengesa wemba.Mumakore achangopfuura, musika wepamhepo muChina wanga uri pasi pegore, paine nhau dzekusavandudzwa, kuvharwa kwezvitoro, uye kurasikirwa kunogara kuchirova vezvenhau, zvichikonzera fungidziro yekuti vatengi vepamba havana mari yekushandisa.Vamwe vanotoseka kuti varidzi vezvitoro zvikuru vachiri kuvhura magonhi avo vari kuzviita nerudo.
Nekudaro, zvitoro zvenharaunda zvakaona kuti mabhizinesi ezvitoro ekunze akaita seALDI, Sam's Club, neCostco achiri kuvhura zvitoro zvitsva zvine hukasha.Semuenzaniso, ALDI yakavhura zvitoro zvinopfuura makumi mashanu muShanghai chete mumakore mana kubva pakupinda muChina.Saizvozvo, Sam's Club iri kumhanyisa hurongwa hwayo hwekuvhura 6-7 zvitoro zvitsva pagore, ichipinda mumaguta akaita seKunshan, Dongguan, Jiaxing, Shaoxing, Jinan, Wenzhou, uye Jinjiang.
Kuwedzera kuri kuita kwezvitoro zvikuru zvekune dzimwe nyika mumisika yakasiyana-siyana yeChinese kunosiyana zvakanyanya nekuvharwa kwezvitoro kwezvitoro zvikuru zvemuno.Akanyorwa mabhizinesi ezvitoro ezvitoro akaita seBBK, Yonghui, Lianhua, Wumart, CR Vanguard, RT-Mart, Jiajia Yue, Renrenle, Zhongbai, uye Hongqi Chain vanoda nekukurumidza kutsvaga modhi itsva yekutevedzera uye kuenderera mberi nekukura kwavo.Nekudaro, kutarisa pasirese, mamodheru akakodzera kunharaunda yekushandiswa kweChinese kushomeka, neHema ichive chimwe chezvishoma.
Kusiyana neWalmart, Carrefour, Sam's Club, Costco, kana ALDI, modhi yaHema "zvese muchitoro uye yekuendesa kumba" ingave yakakodzera kune masupamaketi emuno kutevedzera nekugadzira.Mushure mezvose, Walmart, iyo yakadzika midzi mumusika weChina usiri pamhepo kwemakore anopfuura makumi maviri, uye ALDI, ichangopinda mumusika weChinese, vese vanoona "kuendeswa kumba" senzira yekutarisa ramangwana.
01 Nei Hema Ichikosha pamadhora Mabhirioni gumi?
Kubva pakuisa rondedzero yenguva muna Chivabvu kusvika pakumisikidzwa kwayo kusingatarisirwe munaGunyana, Hema yakaramba ichivhura zvitoro zvine hukasha uye nekumhanyisa kuvandudza kwechigadzirwa chayo chekugovera cheni.Rondedzero yeHema inotarisirwa nechido, asi maererano neakasiyana masosi, kumisikidzwa kwacho kunogona kunge kuri nekuda kwekukosheswa kwayo kutadza kuita zvinotarisirwa.Nhaurirano dzekutanga dzeAlibaba nevanogona kuita mari dzakafungidzira kukosha kweHema kunosvika madhora mazana mana emadhora, nepo Alibaba's IPO kukosha kwechinangwa cheHema yaive madhora gumi emadhora.
Iko kukosha chaiko kweHema hakusi kutarisisa pano, asi modhi yayo yekuendesa kumba yakakosha kutariswa nemunhu wese.Zvitoro zvemaketani emunharaunda zvinotenda Hema ikozvino yakafanana nemusanganiswa weMeituan, Dada, uye Sam's Club.Mune mamwe mazwi, Hema inonyanya kukosha asset haisi yayo 337 zvitoro zvemuviri asi chigadzirwa system uye data modhi kuseri kwemabasa ekuunza kumba.
The Front-End Zvigadzirwa
Hema haina kungova neyayo yakazvimirira app asiwo zviri pamutemo zvitoro zveTaobao, Tmall, Alipay, uye Ele.me, ese ari chikamu cheAlibaba ecosystem.Pamusoro pezvo, ine tsigiro yechiitiko kubva kumaapps akaita seXiaohongshu neAmap, inovhara akawanda-epamusoro-frequency mutengi mamiriro.
Nekuda kwekuvapo kwayo pazvizhinji zvemaapplication akasiyana, Hema inonakidzwa isingaenzaniswi traffic uye mabhenefiti edatha anokunda chero mukwikwidzi wesupamaketi, kusanganisira Walmart, Metro, uye Costco.Semuyenzaniso, Taobao neAlipay mumwe nemumwe ane vanopfuura 800 miriyoni pamwedzi vanoshandisa (MAU), nepo Ele.me inopfuura 70 miriyoni.
Kubva munaKurume 2022, Hema's app yake yaive neanopfuura mamirioni makumi maviri nemanomwe MAU.Kuenzaniswa neSam's Club, Costco, uye Yonghui, iyo ichiri kuda kushandura vashanyi vezvitoro kuva vashandisi veapp, dziva remotokari riripo reHema rakatokwana kutsigira kuvhurwa kwezvimwe zvitoro zvinopfuura mazana matatu.
Hema haina kungowanda mutraffic chete asiwo yakapfuma mune data.Iyo inokwanisa kuwana huwandu hukuru hwe data rekuda chigadzirwa uye data rekushandisa kubva kuTaobao neEle.me, pamwe neyakakura yekuongorora chigadzirwa data kubva kuXiaohongshu neWeibo, uye yakazara yekubhadhara data kubva kuAlipay inovhara akasiyana siyana kunze kwenyika.
Yakashongedzwa ne data iyi, Hema inogona kunyatsonzwisisa kugona kwekushandisa kwenharaunda yega yega.Iyi data mukana unopa Hema chivimbo chekurenda zvitoro mumatunhu ebhizinesi akakura pamarendi akati wandei kupfuura mutengo wemusika.
Pamusoro petraffic uye data zvakanakira, Hema zvakare inozvirumbidza yakakwira mushandisi.Parizvino, Hema ine vanopfuura mamirioni makumi matanhatu vashandisi vakanyoreswa, uye nemamiriyoni makumi maviri nemanomwe eMAU, kunamira kwemushandisi wayo kunodarika mapuratifomu ane mukurumbira seXiaohongshu neBilibili.
Kana traffic uye data zviri izvo zvakakosha zveHema, tekinoroji iri kuseri kwemamodhi iyi inotonyanya kukosha.Muna 2019, Hema yakaunza pachena ReX retail operating system, iyo inogona kuonekwa semusana wakabatanidzwa weHema modhi, inovhara mashandiro echitoro, masisitimu enhengo, zvinhu, uye zviwanikwa zvekutengesa.
Chiitiko chemutengi weHema, kusanganisira mhando yechigadzirwa, nguva yekuendesa, uye mushure mekutengesa sevhisi, inowanzorumbidzwa, pamwe nekuda kweiyo ReX system.Zvinoenderana netsvagiridzo yakaitwa nemafemu ebrokerage, zvitoro zvikuru zveHema zvinokwanisa kubata maodha anopfuura zviuru gumi zuva nezuva panguva dzekusimudzira kukuru, nemaawa epamusoro anodarika zviuru zviviri nemazana mashanu emaodha paawa.Kuti isangane neiyo 30-60 maminetsi ekuunza standard, Hema zvitoro zvinofanirwa kupedzisa kunhonga uye kurongedza mukati me10-15 maminetsi uye kuendesa mukati measara maminetsi gumi nemashanu.
Kuti uchengetedze kushanda uku, nguva chaiyo yekuverenga kuverenga, kudzoreredza masisitimu, dhizaini-yakafara nzira dhizaini, uye kurongeka kwechitoro uye chechitatu-bato zvinhu zvinoda yakakura modhi uye yakaoma algorithms, yakafanana neiyo inowanikwa muMeituan, Dada, uye Dmall.
Zvitoro zvemaketani enharaunda zvinotenda kuti mukutengesa kumba kuendesa, kunze kwetraffic, data, uye algorithms, kugona kusarudza kwevatengesi kwakakosha.Zvitoro zvakasiyana zvinopa huwandu hwakasiyana hwevatengi, uye nguva nenguva zvinodiwa nevatengi zvinosiyana nedunhu.Naizvozvo, kunyangwe cheni yemutengesi inogona kutsigira kusarudzwa kwechigadzirwa ndicho chinhu chakakosha pazvitoro zvinovavarira kubudirira mukuunza kumba.
Sarudzo uye Supply Chain
Sam's Club neCostco vapedza makore vachikudza hunyanzvi hwavo hwekusarudza, uye Hema anga achikwenenzvera ayo kwemakore manomwe.Hema inoteedzera mutengi sisitimu yakafanana neSam's Club neCostco, ichivavarira kuteedzera cheni yekugovera kudzokera kune kwayakatangira, kubva kune zvigadzirwa kusvika kumaitiro ekugadzira, ichigadzira yakasarudzika nyaya dzechigadzirwa chekusiyanisa mhando.
Hema inotanga yaratidza nzvimbo dzekugadzira dzechigadzirwa chega chega, inofananidza vatengesi, uye inosarudza yemhando yepamusoro zvigadzirwa uye fekitori yeOEM yakakodzera.Hema inopa fekitori maitiro akajairwa, dhizaini yekurongedza, uye zvinyorwa zvemukati, kuve nechokwadi chekuti zvigadzirwa zvinosangana zvakatarwa zviyero.Mushure mekugadzirwa, zvigadzirwa zvinoedzwa mukati, kutengeswa kwevatyairi, uye mhinduro zvisati zvagoverwa kuzvitoro munyika yose.
Pakutanga, Hema yainetsekana nekutsvaga asi yakazowana rhythm yayo kuburikidza nekuita mabhesi ekudyara, yakatanga 185 "Hema Villages" munzvimbo dzakasiyana siyana, kusanganisira Danba Bako Village kuSichuan, Xiachabu Village kuHubei, Dalinzhai Village kuHebei, neGashora Village kuRwanda. , inopa 699 zvigadzirwa.
Zvichienzaniswa neSam's Club uye Costco's yepasi rose yekutenga mabhenefiti, chirongwa cheHema che "Hema Village" chinogadzira cheni dzakasimba dzekugovera dzemuno, ichipa zvakakosha mutengo uye musiyano.
Technology uye Kubudirira
Hema's ReX retail inoshanda sisitimu inosanganisa akawanda masisitimu, anosanganisira mashandiro echitoro, nhengo, zvinhu, uye zviwanikwa zvekutengesa, kuwedzera kugona kwese.Semuyenzaniso, panguva yekukwidziridzwa kukuru, zvitoro zvikuru zveHema zvinokwanisa kubata zvinopfuura zviuru gumi zvemaodha ezuva nezuva, nemaawa epamusoro anodarika zviuru zviviri nemazana mashanu emaodha paawa.Kusangana neiyo 30-60 maminetsi ekuunza mwero kunoda chaiyo-nguva yekuverenga manejimendi, replenishment masisitimu, guta-rakawanda nzira, uye kurongeka nevechitatu-bato zvinhu, zvinotsigirwa neakaomarara algorithms.
Kumba Kuendesa Metrics
Zvitoro zveHema zana nemakumi matatu nezvisere zvinoshanda sezvikamu zvakasanganiswa zvechitoro, zvichipa zviuru zvitanhatu nemazana masere ezviuru zveSKU pachitoro chimwe chete, chine zviuru zvishanu zvekuzvimiririra SKUs, zvinosanganisira makumi maviri muzana ehuwandu.Vatengi mukati me 3-kilomita radius vanogona kunakidzwa nemaminetsi makumi matatu emahara kutumirwa.Zvitoro zvakakura, zvinoshanda kweanopfuura makore 1.5, avhareji 1,200 mazuva ese epamhepo maodha, nekutengesa kwepamhepo kunopa pamusoro pe60% yemari yakazara.Avhareji yekurongeka kukosha ingangoita zana RMB, nemari yezuva nezuva inodarika mazana masere ezviuru RMB, ichiwana kutengesa kunobudirira zvakapetwa katatu izvo zvemasupamaketi echinyakare.
02 Sei Hema ari iye ega Mukwikwidzi muWalmart's Meso?
Mutungamiriri weWalmart China uye CEO, Zhu Xiaojing, akataura mukati kuti Hema ndiye ega anokwikwidza kuSam's Club muChina.Panyaya yekuvhurwa kwezvitoro, Hema zvechokwadi yasara kumashure kweSam's Club, yanga ichishanda kweanopfuura makore makumi mana nezvitoro zvinopfuura mazana masere pasi rese, kusanganisira zvinopfuura makumi mana muChina.Hema, ine 337 zvitoro, kusanganisira 9 chete Hema X nhengo zvitoro, inoita diki kana ichienzaniswa.
Nekudaro, mukuendesa kumba, gaka riri pakati peSam Club neHema harina kukosha.Sam's Club yakapinda mukuendesa kumba muna 2010, makore mana mushure mekupinda muChina, asi nekuda kwekusakura kwetsika dzevatengi, sevhisi yakamiswa chinyararire mushure memwedzi mishoma.Kubva ipapo, Sam's Club yakaramba ichivandudza modhi yayo yekuendesa kumba.
Muna 2017, ichishandisa network yayo yechitoro uye yekumberi matura (makore edzimba), Sam's Club yakatanga iyo "Express Delivery Service" muShenzhen, Beijing, neShanghai, ichimhanyisa kukura kwayo kwekuunza kumba.Parizvino, Sam's Club inoshandisa network yenzvimbo dzekuchengetera makore, imwe neimwe inotsigira kukurumidza kuendesa mukati meguta rayo, inofungidzirwa kuti inosvika mazana mashanu edzimba dzekuchengetera makore munyika yose, ichiwana akakosha mavhoriyamu uye kushanda nesimba.
Bhizinesi reSam's Club's modhi yebhizinesi, kubatanidza zvitoro zvakakura ne Cloud matura, inovimbisa kutumirwa nekukurumidza uye kubatanidzwa, zvichitungamira kune zvinokatyamadza mibairo: anopfuura chiuru ezuva nezuva maodha paimba yekuchengetera, ine matura eShanghai anodarika zviuru zvitatu zvemaodha ezuva nezuva uye avhareji kukosha kweodha inodarika mazana maviri RMB.Kuita uku kunoisa Sam's Club semutungamiri muindasitiri iyi.
03 Kusada kwaYonghui Kutengesera JD
Kunyangwe Yonghui asina kubata kutarisisa kwevatariri veWalmart, kuedza kwayo kwekukurumidza mukuendesa kumba kunokunda vezera rayo, zvichiita kuti uve muenzaniso unoshamisa.
Inomiririra zvakapfuura zvezvitoro zvechinyakare zveChina, Yonghui muenzaniso wakanaka webhizinesi remuno resupamaketi rakabudirira kunyangwe makwikwi kubva kune hofori dzekunze.Kufanana nehofori dzesupamaketi dzekunze, Yonghui akambundikira mapuratifomu epamhepo uye kuendesa kumba, achive mutungamiri pakati pemabhizinesi esupamaketi emuno.
Kunyangwe zvipingamupinyi zvakawanda uye kuenderera mberi kwekuedza uye kukanganisa, Yonghui ave mutungamiri wesupamaketi yechinyakare mukuendesa kumba, aine anopfuura 940 e-commerce matura uye mari yegore negore yekuendesa kumba inodarika bhiriyoni gumi RMB.
E-Commerce Warehouses uye Revenue
Kubva muna Nyamavhuvhu 2023, Yonghui inoshandisa 940 e-commerce matura, kusanganisira zana nemakumi matatu neshanu yakazara matura (inovhara maguta gumi nemashanu), 131 hafu matura (inofukidza 33 maguta), 652 yakabatanidzwa matura ezvitoro (inofukidza 181 maguta), uye makumi maviri nemaviri satellite matura (akavhara Chongqing, Fuzhou, uye Beijing).Pakati pavo, pamusoro pe100 kune makuru epamberi matura e800-1000 square metres.
Muhafu yekutanga ya2023, mari yebhizinesi repamhepo yeYonghui yakasvika 7.92 bhiriyoni RMB, ichiverengera 18.7% yemari yayo yese, nemari inofungidzirwa yegore inodarika bhiriyoni gumi nematanhatu RMB.Bhizinesi reYonghui rinozvishanda rekutakura pamba rinovhara zvitoro mazana mapfumbamwe nemakumi mana nematanhatu, richigadzira 4.06 bhiriyoni RMB mukutengesa, neavhareji ye295,000 yemazuva ese ekuodha uye chiyero chekutengazve pamwedzi we48.9%.Yayo yechitatu-bato papuratifomu bhizinesi rekupa imba inovhara 922 zvitoro, ichigadzira 3.86 bhiriyoni RMB mukutengesa, 10.9% gore-pa-gore kuwedzera, neavhareji ye197,000 yemirairo yezuva nezuva.
Zvisinei nekubudirira kwayo, Yonghui inoshaya dhata rakakura revatengi reAlibaba's ecosystem kana yeWalmart's yepasirese yakananga sourcing supply chain, zvinotungamira kune dzakawanda zvipingaidzo.Zvakangodaro, yakawedzera kudyidzana neJD Daojia neMeituan kuwana anopfuura bhiriyoni gumi RMB mukutengesa panosvika 2020.
Rwendo rwaYonghui mukuendesa kumba kwakatanga muna Chivabvu 2013 nekuparurwa kwe “Half the Sky” chiteshi chekutenga pawebhusaiti yayo, pakutanga yaingogumira kuFuzhou uye ichipa mapakeji ehupfu mumaseti.Kuedza kwekutanga uku kwakatadza nekuda kwekusaziva zvakanaka kwemushandisi uye sarudzo shoma dzekutumira.
Muna Ndira 2014, Yonghui akatanga "Yonghui Weidian App" yekuhodha yepamhepo uye kutora mifananidzo pasina Indaneti, yaitanga kuwanikwa muzvitoro zvisere muFuzhou.Muna 2015, Yonghui akatanga "Yonghui Hupenyu App," ichipa huwandu hwakasiyana hwepamusoro-frequency nyowani uye inokurumidza kufamba zvinhu zvevatengi zvine masevhisi ekutumira nekukurumidza, zvakazadzikiswa naJD Daojia.
Muna 2018, Yonghui akagamuchira mari kubva kuJD naTencent, vachigadzira kudyidzana kwakadzama mumigwagwa, kushambadzira, kubhadhara, uye zvinhu.Muna Chivabvu 2018, Yonghui yakatanga yayo yekutanga "satellite warehouse" muFuzhou, ichipa 30-maminetsi yekuendesa mukati me3-kilomita radius.
Muna 2018, kugadziridzwa kwemukati kweYonghui kwakakamura bhizinesi rayo repamhepo kuita Yonghui Cloud Creation, yakatarisana nemafomati matsva, uye Yonghui Supermarket, yakatarisana nemaitiro echinyakare.Kunyangwe zvipingamupinyi zvekutanga, kutengesa kwepamhepo kweYonghui kwakawedzera zvakanyanya, kusvika 7.3 bhiriyoni RMB muna 2017, 16.8 bhiriyoni RMB muna 2018, uye 35.1 bhiriyoni RMB muna 2019.
Pakazosvika 2020, kutengesa kwepamhepo kweYonghui kwakasvika 10.45 bhiriyoni RMB, kuwedzera kwe198% gore-pagore, kuverengera gumi muzana yemari yayo yese.Muna 2021, kutengesa kwepamhepo kwakasvika 13.13 bhiriyoni RMB, kuwedzera kwe25.6%, kuverengera 14.42% yemari yakazara.Muna 2022, kutengesa kwepamhepo kwakakura kusvika 15.936 bhiriyoni RMB, kuwedzera kwe21.37%, neavhareji ye518,000 yemazuva ese maodha.
Zvisinei nezvakabudirira izvi, Yonghui akatarisana nekurasikirwa kukuru nekuda kwekudyara kwakanyanya pamberi pematura uye kukanganisa kwedenda, zvichikonzera kurasikirwa kwemabhiriyoni mazana matatu nemazana mana nemazana mana ezviuru zveRMB muna 2021 uye 2.763 bhiriyoni RMB muna 2022.
Mhedziso
Kunyangwe Yonghui achitarisana nematambudziko akawanda kupfuura Hema neSam's Club, kuedza kwayo mukuunza kumba kwakachengetedza musika.Sezvo zvitoro zvepakarepo zvichiramba zvichikura, Yonghui ane mukana wekubatsirwa nemaitiro aya.New CEO Li Songfeng akatowana KPI yake yekutanga, achishandura Yonghui's 2023 H1 kurasikirwa kuita purofiti.
SaHema CEO Hou Yi, aimbove mukuru weJD Li Songfeng ane chinangwa chekutungamira Yonghui mumusika wekutengesa ipapo, zvichigona kumutsa nyaya nyowani muindastiri.Hou Yi anogona kuratidza kutonga kwake kwemaitiro ekutengesa eChina, uye Li Songfeng anogona kuratidza kugona kwemabhizinesi emuno musupamaketi munguva yepashure-denda.
Nguva yekutumira: Jul-04-2024