Battle for Fresh E-Commerce: Hema Fresh Advances, Dingdong Maicai Retreats

Tahlehelo, ho koaloa ha mabenkele, ho putlama le ho putlama ha maano e se e le litaba tse tloaelehileng lekaleng la thekiso ea e-commerce selemong sena, tse bonts'ang pono e mpe.Ho ea ka "2023 H1 China Fresh E-Commerce Market Data Report," sekhahla sa kholo ea litšebelisano tse ncha tsa e-commerce ka 2023 se lebelletsoe ho fihla sehlohlolong se tlase lilemong tse robong, ka sekhahla sa ho kenella ha indasteri se ka bang 8.97%, se theohile ka 12.75 % selemo le selemo.

Nakong ea liphetoho tsa 'maraka le tlhōlisano, li-platform tse kang Dingdong Maicai le Hema Fresh, tse ntseng li e-na le bokhoni bo itseng, li nka mehato ea ho sebetsana le mathata le ho batla menyetla e mecha ea ho hōla.Ba bang ba emisitse katoloso ho shebana le ts'ebetso e ntle ho fapana le maemo, ha ba bang ba ntse ba tsoela pele ho ntlafatsa lits'ebetso tsa bona tse batang tsa thepa le marang-rang a phano ho hapa karolo ea mmaraka ka mafolofolo.

Ho bohlokoa ho elelloa hore leha indasteri ea mabenkele e ntse e hola ka potlako, e ntse e angoa ke lipalangoang tse batang haholo le litšenyehelo tsa ts'ebetso, tahlehelo e kholo, le litletlebo tsa khafetsa tsa basebelisi.Bakeng sa li-platform tse kang Dingdong Maicai le Hema Fresh ho batla kholo e ncha le ho hatela pele, ha ho pelaelo hore leeto le tla ba thata.

Matsatsi a Kganya a fedile

Nakong e fetileng, tsoelo-pele e potlakileng ea Marang-rang e ile ea lebisa ho holeng ho potlakileng ha indasteri e ncha ea e-commerce.Li-startups tse ngata le linatla tsa marang-rang li ile tsa hlahloba mefuta e fapaneng, li tsamaisitse kholo ea indasteri.Mehlala e kenyelletsa mohlala oa ntlo ea polokelo e ka pele e emetsoeng ke Dingdong Maicai le MissFresh, le mohlala oa ho kopanya lebenkele la polokelo o emeloang ke Hema le Yonghui.Le libapali tsa e-commerce tsa sethala joalo ka JD, Tmall, le Pinduoduo li entse hore boteng ba bona bo utloe.

Bo-rakhoebo, mabenkele a maholo a kantle ho marang-rang, le libapali tsa e-commerce tsa marang-rang li ile tsa tlala pina e ncha ea e-commerce, tsa baka ho phatloha ho hoholo le tlholisano e matla.Leha ho le joalo, tlholisano e matla ea "leoatle le lefubelu" e ile ea qetella e lebisitse ho putlama ho kopaneng lekaleng le lecha la khoebo ea e-commerce, e leng se ileng sa tlisa mariha a matla 'marakeng.

Taba ea pele, ho lelekisa ho leka-lekana ha li-platform tse ncha tsa e-commerce ho lebisitse keketsehong e tsoelang pele, e bakileng litšenyehelo tse phahameng tsa ts'ebetso le tahlehelo e tsoelang pele, e bakileng liphephetso tse kholo tsa phaello.Lipalo-palo li bontša hore lekaleng le lecha la khoebo ea e-commerce, 88% ea lik'hamphani li lahleheloa ke chelete, 'me ke 4% feela e robehileng le 1% feela e etsang phaello.

Taba ea bobeli, ka lebaka la tlholisano e matla ea 'maraka, litšenyehelo tse phahameng tsa ts'ebetso, le tlhokeho e ntseng e fetoha ea' maraka, li-platform tse ngata tse ncha tsa e-commerce li tobane le ho koaloa, ho lelekoa le ho tsoa.Karolong ea pele ea 2023, Yonghui e ile ea koala mabenkele a 29, ha Carrefour China e ile ea koala mabenkele a 33 ho tloha ka Pherekhong ho isa Hlakubele, e leng karolo ea karolo ea bohlano ea mabenkele a eona kaofela.

Taba ea boraro, li-platform tse ngata tse ncha tsa e-commerce li loanne ka thata ho etsa phaello, e leng se ileng sa etsa hore batseteli ba be hlokolosi mabapi le ho li tšehetsa ka lichelete.Ho latela iiMedia Research, palo ea matsete le lichelete lekaleng le lecha la khoebo ea e-commerce e theohile ka 2022, e batla e khutlela maemong a 2013.Ho tloha ka Hlakubele 2023, ho bile le ketsahalo e le 'ngoe feela ea matsete indastering e ncha ea e-commerce ea China, ka chelete ea matsete ea RMB e limilione tse 30 feela.

Ntlha ea bone, litaba tse kang boleng ba sehlahisoa, puseletso, ho tsamaisoa, mathata a liodara le lipapatso tsa bohata li tloaelehile, tse lebisang litletlebong khafetsa mabapi le lits'ebeletso tse ncha tsa e-commerce.Ho latela "E-Commerce Complaint Platform," mefuta e holimo ea litletlebo ho tsoa ho basebelisi ba e-commerce ba bacha ka 2022 e ne e le boleng ba sehlahisoa (16.25%), litaba tsa puseletso (16.25%), le mathata a ho tsamaisa (12.50%).

Dingdong Maicai: Khutlela ho Tsoela Pele

Joalo ka mophonyohi oa lintoa tse ncha tsa lithuso tsa e-commerce, ts'ebetso ea Dingdong Maicai e bile e sa tsitsang, e leng se ileng sa etsa hore a nke leano la boikhutso ba bohlokoa bakeng sa ho pholoha.

Ho tloha ka 2022, Dingdong Maicai butle-butle e ile ea ikhula metseng e mengata, ho kenyeletsoa Xiamen, Tianjin, Zhongshan, Zhuhai e Guangdong, Xuancheng le Chuzhou e Anhui, le Tangshan le Langfang e Hebei.Haufinyane tjena, e boetse e tsoile 'marakeng oa Sichuan-Chongqing, ea koala liteishene tsa Chongqing le Chengdu, ea e siea e e-na le libaka tsa litoropo tse 25 feela.

Polelo ea semmuso ea Dingdong Maicai mabapi le mekotla e qotsitse phokotso ea litšenyehelo le ntlafatso ea ts'ebetso e le mabaka a ho lokisa ts'ebetso ea eona Chongqing le Chengdu, ho emisa lits'ebeletso libakeng tsena ha e ntse e boloka ts'ebetso e tloaelehileng libakeng tse ling.Ha e le hantle, boikhutso ba Dingdong Maicai bo ikemiselitse ho fokotsa litšenyehelo le ho ntlafatsa ts'ebetso.

Ho tsoa litabeng tsa lichelete, leano la Dingdong Maicai la ho fokotsa litšenyehelo le bontšitse katleho e itseng, 'me phaello ea pele e fihletsoe.Tlaleho ea lichelete e bontša hore chelete ea Dingdong Maicai bakeng sa Q2 2023 e ne e le 4.8406 limilione tse likete tsa RMB, ha e bapisoa le 6.6344 limilione tse likete tsa RMB ka nako e tšoanang selemong se fetileng.Phaello ea letlooa eo e seng ea GAAP e ne e le limilione tse 7.5 tsa RMB, e tšoaea kotara ea boraro e latellanang ea phaello eo e seng ea GAAP.

Hema Fresh: Tlhaselo ho Tsoela Pele

Ho fapana le leano la Dingdong Maicai la ho “fokotsa litšenyehelo,” Hema Fresh, e latelang mohlala oa ho kopanya lebenkele la polokelo, e ntse e tsoela pele ho hōla ka potlako.

Taba ea pele, Hema e ile ea qala ts'ebeletso ea "1-Hour Delivery" ho hapa 'maraka oa phano ea hang-hang, ho hira batho ba bangata ba tsamaisang melaetsa ho ntlafatsa ts'ebetso ea phano le ho tlatsa likheo libakeng tse hlokang mabenkele a macha.Ka ho ntlafatsa thepa le liketane tsa phepelo, Hema e holisa bokhoni ba eona ba ts'ebeletso ho fihlela phano e potlakileng le taolo e nepahetseng ea lethathamo, ho sebetsana le bofokoli ba nako le bofokoli ba khoebo e ncha ea e-commerce.Ka Hlakubele, Hema o phatlalalitse ka molao ho thakholoa ha ts'ebeletso ea "1-Hour Delivery" mme a qala letoto le lecha la ho hira batho ba tsamaisang melaetsa.

Taba ea bobeli, Hema e bula mabenkele ka mabifi metseng ea maemo a pele, e ikemiselitse ho holisa sebaka sa eona ha li-platform tse ling tse ncha tsa e-commerce li emisa katoloso.Ho ea ka Hema, mabenkele a macha a 30 a rerile ho buloa ka September, ho kenyelletsa le mabenkele a 16 a Hema Fresh, mabenkele a 3 a Hema Mini, mabenkele a 9 a Hema Outlet, lebenkele la 1 la Hema Premier, le lebenkele la phihlelo la 1 ho Hangzhou Asian Games Media Center.

Ho feta moo, Hema e qalile mokhoa oa eona oa ho etsa lethathamo.Haeba e thathamisitsoe ka katleho, e tla fumana chelete e ngata bakeng sa merero e mecha, lipatlisiso le nts'etsopele, le ho phahamisa 'maraka ho tšehetsa kholo ea khoebo le katoloso ea sekhahla.Ka Hlakubele, Alibaba e phatlalalitse phetoho ea eona ea "1+6+N", ha Cloud Intelligence Group e arohana ho tloha Alibaba ho ikemela ho ea lethathamong, mme Hema a qala leano la lona la lethathamo, le lebelletsoeng ho phetheloa nakong ea likhoeli tse 6-12.Leha ho le joalo, litlaleho tsa morao-rao tsa mecha ea litaba li fana ka maikutlo a hore Alibaba e tla emisa morero oa Hema oa Hong Kong IPO, oo Hema a ileng a arabela ka "ha ho maikutlo".

Hore na Hema e ka khona ho thathamisa ka katleho e ntse e sa tsejoe hantle, empa e se e ntse e e-na le tšireletso e pharaletseng ea ho fana ka thepa, mefuta e mengata ea lihlahisoa tse ngata, le tsamaiso e ntle ea phepelo ea phepelo, e etsang mokhoa o tsitsitseng oa khoebo o nang le likarolo tse ngata tsa phaello.

Qetellong, ebang ke ho ikhula ho phela kapa ho hlasela ho atleha, li-platform tse kang Hema Fresh le Dingdong Maicai li kopanya likhoebo tsa bona tse seng li ntse li le teng ha li ntse li batla katleho e ncha.Ba ntse ba holisa maano a bona a ho fumana "lits'oants'o" tse ncha le ho fapanyetsana lipina tsa lihlopha tsa bona tsa lijo, ba fetohela ho li-platform tsa e-commerce tsa lijo tse nang le mefuta e mengata.Leha ho le joalo, ho sa ntse ho tla bonahala hore na likhoebo tsena tse ncha li tla atleha le ho tšehetsa khōlo e tlang.

 


Nako ea poso: Jul-04-2024