Houcheng, 59, chọrọ ohere iji gosi ike Hema nwere na Liu Qiangdong, Zhang Yong, na Jack Ma.
N'oge na-adịbeghị anya, mweghachi Hema na-atụghị anya ya nke Hong Kong IPO agbakwunyela oyi ọzọ n'ahịa mkpọsa ụlọ.N'ime afọ ndị na-adịbeghị anya, ahịa ụlọ ahịa na-anọghị n'ịntanetị na China anọwo n'okpuru igwe ojii, na-enwe akụkọ banyere adịghị ọhụrụ, mmechi ụlọ ahịa, na mfu na-adabakarị na mgbasa ozi, na-eduga n'echiche na ndị na-azụ ahịa ụlọ enweghị ego ha ga-eji.Ụfọdụ na-akwa emo na ndị nwe ụlọ ahịa bụ ndị ka na-emeghe ụzọ ha na-eme ya n'ihi ịhụnanya.
Agbanyeghị, ụlọ ahịa yinye obodo achọpụtala na ụlọ ọrụ nnukwu ụlọ ahịa mba ofesi dị ka ALDI, Sam's Club na Costco ka na-emepe ụlọ ahịa ọhụrụ n'ike.Dịka ọmụmaatụ, ALDI emepeela ihe karịrị ụlọ ahịa 50 na Shanghai naanị n'ime afọ anọ kemgbe ọ banyere China.N'otu aka ahụ, Sam's Club na-emepe atụmatụ ya imeghe ụlọ ahịa ọhụrụ 6-7 kwa afọ, na-abanye n'obodo ndị dị ka Kunshan, Dongguan, Jiaxing, Shaoxing, Jinan, Wenzhou, na Jinjiang.
Mgbasawanye nke ụlọ ahịa ndị si mba ofesi n'ahịa China dị iche iche dị iche na mmechi ụlọ ahịa na-aga n'ihu nke nnukwu ụlọ ahịa mpaghara.Ụlọ ahịa nnukwu ụlọ ahịa mpaghara edepụtara dị ka BBK, Yonghui, Lianhua, Wumart, CR Vanguard, RT-Mart, Jiajia Yue, Renrenle, Zhongbai, na Hongqi Chain chọrọ ngwa ngwa ịchọta ụdị ọhụrụ iji ṅomie wee gaa n'ihu na uto ha.Agbanyeghị, na-ele anya n'ụwa niile, ụdị ọhụụ dabara adaba maka gburugburu oriri ndị China dị ụkọ, ebe Hema bụ otu n'ime ihe ole na ole.
N'adịghị ka Walmart, Carrefour, Sam's Club, Costco, ma ọ bụ ALDI, Hema's "ma ụlọ ahịa na nnyefe ụlọ" nwere ike ịka mma maka nnukwu ụlọ ahịa mpaghara iji ṅomie na ịmepụta ihe ọhụrụ.A sị ka e kwuwe, Walmart, bụ nke gbanyere mkpọrọgwụ na ahịa na-anọghị n'ịntanetị nke China kemgbe ihe karịrị afọ 20, yana ALDI, bụ nke abanyela n'ahịa ndị China, ha abụọ na-ewere "nnyefe ụlọ" dị ka atụmatụ atụmatụ maka ọdịnihu.
01 Gịnị kpatara e ji jiri Hema kpọrọ ihe na ijeri $10?
Site na ịtọ usoro iheomume na Mee ruo n'iyigharị ya na-atụghị anya ya na Septemba, Hema gara n'ihu na-emepe ụlọ ahịa ike ike ma mee ka mmepe nke sistemu ngwa ahịa ngwaahịa ya.A na-atụsi anya ndepụta Hema, mana dịka isi mmalite dị iche iche siri kwuo, yigharịrị oge ahụ nwere ike ịbụ n'ihi ọnụ ahịa ya na-adabaghị atụmanya.Mkparịta ụka mbụ Alibaba na ndị nwere ike itinye ego na-eme atụmatụ na ọnụ ahịa Hema ruru ihe dị ka ijeri $4, ebe ebumnuche Alibaba IPO maka Hema bụ ijeri $10.
Ezigbo uru Hema abụghị ihe a na-elekwasị anya ebe a, mana ụdị nnyefe ụlọ ya kwesịrị nlebara anya onye ọ bụla.Ụlọ ahịa yinye obodo kwenyere na Hema ugbu a yiri ngwakọta nke Meituan, Dada, na Sam's Club.N'ikwu ya n'ụzọ ọzọ, ihe kacha baa uru Hema abụghị ụlọ ahịa anụ ahụ 337 kama ọ bụ usoro ngwaahịa na ụdị data n'azụ ọrụ nnyefe ụlọ ya.
Ngwaahịa ndị dị n'ihu
Ọ bụghị naanị Hema nwere ngwa nwere onwe ya kamakwa ụlọ ahịa ọkọlọtọ gọọmentị na Taobao, Tmall, Alipay na Ele.me, akụkụ niile nke gburugburu ebe obibi Alibaba.Na mgbakwunye, ọ nwere nkwado ọnọdụ sitere na ngwa dị ka Xiaohongshu na Amap, na-ekpuchi ọtụtụ ọnọdụ ndị ahịa na-eme ugboro ugboro.
N'ihi ọnụnọ ya n'ọtụtụ ngwa dị iche iche, Hema na-enweta okporo ụzọ na-enweghị atụ na uru data karịa ndị asọmpi ụlọ ahịa ọ bụla, gụnyere Walmart, Metro na Costco.Dịka ọmụmaatụ, Taobao na Alipay nke ọ bụla nwere ihe karịrị nde 800 ndị ọrụ na-arụ ọrụ kwa ọnwa (MAU), ebe Ele.me nwere ihe karịrị nde 70.
Ruo Maachị 2022, ngwa Hema nwere ihe karịrị nde 27 MAU.E jiri ya tụnyere Sam's Club, Costco, na Yonghui, nke ka kwesịrị ịgbanwe ndị ọbịa ụlọ ahịa ka ọ bụrụ ndị ọrụ ngwa, ọdọ mmiri Hema dị ugbu a ezuola iji kwado mmeghe nke ụlọ ahịa 300 ọzọ.
Hema abụghị naanị ụbara na okporo ụzọ kamakwa ọgaranya data.Ọ nwere ohere ịnweta nnukwu data mmasị ngwaahịa yana data oriri sitere na Taobao na Ele.me, yana nnukwu data nyocha ngwaahịa sitere na Xiaohongshu na Weibo, yana data ịkwụ ụgwọ zuru oke sitere na Alipay na-ekpuchi ọnọdụ dị iche iche na-anọghị n'ịntanetị.
N'ịbụ onye nwere data ndị a, Hema nwere ike ịghọta nke ọma ikike oriri nke obodo ọ bụla.Uru data a na-enye Hema obi ike ịgbazite n'ihu ụlọ ahịa na mpaghara azụmahịa tozuru etozu na mgbazinye ọtụtụ ugboro karịa ọnụ ahịa ahịa.
Na mgbakwunye na okporo ụzọ na uru data, Hema na-anyakwa isi ike nke onye ọrụ.Ugbu a, Hema nwere ihe karịrị nde ndị ọrụ ndebanye aha nde 60, yana yana nde 27 MAU, njigide onye ọrụ ya karịrị nyiwe ewu ewu dị ka Xiaohongshu na Bilibili.
Ọ bụrụ na okporo ụzọ na data bụ isi Hema, teknụzụ dị n'azụ ụdị ndị a bụ ihe kwesịrị ịrịba ama karị.N'afọ 2019, Hema webatara sistemụ arụmọrụ ReX ya n'ihu ọha, nke enwere ike ịhụ dị ka ọkpụkpụ azụ azụ nke ụdị Hema, na-ekpuchi ọrụ ụlọ ahịa, sistemụ ndị otu, ngwa agha na akụrụngwa ọkọnọ.
Ahụmịhe ndị ahịa nke Hema, gụnyere ịdịmma ngwaahịa, oge nnyefe, na ọrụ ọrịre ahịa, ka a na-etokarị, akụkụ nke ekele maka sistemụ ReX.Dị ka nyocha nke ụlọ ọrụ na-ere ahịa si kwuo, nnukwu ụlọ ahịa Hema nwere ike ijikwa ihe karịrị iwu 10,000 kwa ụbọchị n'oge nnukwu nkwalite, yana awa kacha elu karịa iwu 2,500 kwa elekere.Iji zute ọkọlọtọ nnyefe nke nkeji 30-60, ụlọ ahịa Hema ga-emecharịrị na mbukota n'ime nkeji 10-15 wee nyefee n'ime nkeji 15-30 fọdụrụnụ.
Iji nọgide na-arụ ọrụ nke ọma nke a, ngụkọ ngwa ahịa n'ezie, sistemu mmeju, imewe ụzọ obodo, na nhazi nke ụlọ ahịa na ngwa ngwa nke ndị ọzọ chọrọ nhazi zuru oke na algọridim siri ike, yiri nke ahụ dị na Meituan, Dada, na Dmall.
Storeslọ ahịa yinye obodo kwenyere na na mbufe ụlọ ahịa, ewezuga okporo ụzọ, data, na algọridim, ikike nhọrọ nke ndị ahịa dị oke mkpa.Storeslọ ahịa dị iche iche na-enye ọnụ ọgụgụ ndị ahịa dị iche iche, ihe ndị ahịa na-achọ kwa oge na-adịgasị iche site na mpaghara.Ya mere, ma eriri ọkọnọ nke onye ahịa nwere ike ịkwado nhọrọ ngwaahịa dị ike bụ isi ụzọ maka nnukwu ụlọ ahịa na-achọ ime nke ọma na nnyefe ụlọ.
Nhọrọ na Akpọnye
Sam's Club na Costco ejirila ọtụtụ afọ kwalite ikike nhọrọ ha, Hema na-emezikwa nke ya afọ asaa.Hema na-agbaso usoro ndị na-azụ ihe dị ka Sam's Club na Costco, na-achọ ịchọta ụdọ ọkọnọ azụ azụ na mmalite ya, site na akụrụngwa ruo na mmepụta ihe, na-emepụta akụkọ ngwaahịa pụrụ iche maka ọdịiche ika.
Hema na-ebu ụzọ chọpụta mpaghara mmepụta ihe maka ngwaahịa ọ bụla, na-atụnyere ndị na-ebubata ya, ma họrọ ngwaahịa kachasị mma na ụlọ ọrụ OEM kwesịrị ekwesị.Hema na-enye ụlọ ọrụ mmepụta ihe na usoro ọkọlọtọ, nhazi nkwakọ ngwaahịa, na ndepụta ngwa ngwa, na-ahụ na ngwaahịa na-emezu ụkpụrụ akọwapụtara.Mgbe emechara, ngwaahịa na-anwale ule ime, ahịa pilot, na nzaghachi tupu ekesa ya na ụlọ ahịa mba niile.
Na mbụ, Hema gbalịsiri ike na-eme ihe ozugbo mana o mechara nweta ụda ya site na ịkwado ntọala ihe ọkụkụ ozugbo, guzobe 185 "Hema Villages" n'ofe dị iche iche, gụnyere Danba Bako Village na Sichuan, Xiachabu Village na Hubei, Dalinzhai Village na Hebei, na Gashora Village na Rwanda. , na-enye 699 ngwaahịa.
N'ịtụnyere uru ịzụ ahịa zuru ụwa ọnụ nke Sam's Club na Costco, atụmatụ Hema's "Hema Village" na-emepụta ụdọ ọkọnọ mpaghara siri ike, na-enye uru dị oke ọnụ ahịa na ọdịiche.
Nkà na ụzụ na arụmọrụ
Sistemụ ọrụ azụmaahịa nke Hema ReX na-ejikọta ọtụtụ sistemu, gụnyere arụmọrụ ụlọ ahịa, otu, ngwa ngwa, na akụrụngwa ọkọnọ, na-akwalite arụmọrụ n'ozuzu ya.Dịka ọmụmaatụ, n'oge nnukwu nkwalite, nnukwu ụlọ ahịa Hema nwere ike ijikwa ihe karịrị iwu 10,000 kwa ụbọchị, yana awa kacha elu karịa iwu 2,500 kwa elekere.Izute ọkọlọtọ nnyefe nke nkeji 30-60 chọrọ njikwa ngwa ngwa ozugbo, sistemu mmeju, ụzọ obodo, yana nchikota na ngwa ngwa ndị ọzọ, nke algọridim siri ike kwadoro.
Usoro nnyefe ụlọ
Storeslọ ahịa 138 nke Hema na-arụ ọrụ dị ka nkeji ụlọ nkwakọba ihe agbakwunyere, na-enye 6,000-8,000 SKU kwa ụlọ ahịa, yana 1,000 nwere akara SKU, nke nwere 20% nke mkpokọta.Ndị ahịa nọ n'ime radius 3 kilomita nwere ike ịnụ ụtọ nnyefe nkeji iri atọ n'efu.Storeslọ ahịa tozuru oke, na-arụ ọrụ ihe karịrị afọ 1.5, nkezi 1,200 iwu ịntanetị kwa ụbọchị, yana ire ahịa n'ịntanetị na-enye aka karịa 60% nke mkpokọta ego ha nwetara.Ọnụ ahịa n'usoro ihe fọrọ nke nta ka ọ bụrụ 100 RMB, yana ego ha na-enweta kwa ụbọchị karịrị 800,000 RMB, na-enweta arụmọrụ ahịa ugboro atọ karịa nke ụlọ ahịa ọdịnala.
02 Gịnị kpatara Hema ji bụrụ naanị onye asọmpi n'anya Walmart?
Onye isi ala Walmart China na onye isi ala, Zhu Xiaojing, kwuru n'ime ime na Hema bụ naanị onye asọmpi Sam's Club na China.N'ihe gbasara oghere ụlọ ahịa anụ ahụ, Hema nọ n'azụ Sam's Club, nke na-arụ ọrụ kemgbe ihe karịrị afọ 40 nwere ụlọ ahịa 800 n'ụwa niile, gụnyere ihe karịrị 40 na China.Hema, nwere ụlọ ahịa 337, gụnyere naanị ụlọ ahịa ndị otu Hema X 9, pụtara obere ma e jiri ya tụnyere ya.
Otú ọ dị, na nnyefe ụlọ, ọdịiche dị n'etiti Sam's Club na Hema adịghị mkpa.Sam's Club tinyere aka na nnyefe ụlọ n'afọ 2010, afọ anọ ka ọ banyere China, mana n'ihi àgwà ndị na-azụ ahịa na-etobeghị, a kwụsịrị ọrụ ahụ n'ime ọnwa ole na ole.Kemgbe ahụ, Sam's Club na-aga n'ihu na-emepụta ụdị nnyefe ụlọ ya.
N'afọ 2017, na-eji netwọk ụlọ ahịa ya na ụlọ nkwakọba ihe n'ihu (ụlọ nkwakọba ihe igwe ojii), Sam's Club butere “Express Delivery Service” na Shenzhen, Beijing na Shanghai, na-eme ka uto nnyefe ụlọ ya dịkwuo elu.Ugbu a, Sam's Club na-arụ ọrụ netwọk nke ụlọ nkwakọba ihe igwe ojii, nke ọ bụla na-akwado nnyefe ngwa ngwa n'ime obodo nke ya, yana ụlọ nkwakọba ihe igwe ojii 500 na mba niile, na-enweta nnukwu usoro na arụmọrụ.
Ụdị azụmahịa nke Sam's Club, ijikọta nnukwu ụlọ ahịa na ụlọ nkwakọba ihe igwe ojii, na-eme ka nnyefe ngwa ngwa na ntinye aka, na-eduga na nsonaazụ dị egwu: ihe karịrị 1,000 iwu kwa ụbọchị n'otu ụlọ nkwakọba ihe, yana ụlọ nkwakọba ihe Shanghai na-eri ihe karịrị 3,000 iwu kwa ụbọchị na nkezi ọnụ ahịa ihe karịrị 200 RMB.Ọrụ a na-edobe Sam's Club dị ka onye ndu na ụlọ ọrụ ahụ.
03 Ọdịmma Yonghui na-eresị JD
Ọ bụ ezie na Yonghui adọtaghị uche nke ndị isi Walmart, mbọ ọ na-agbasi ike na nnyefe ụlọ karịrị ndị ọgbọ ya, na-eme ka ọ bụrụ ihe atụ kwesịrị ịrịba ama.
Na-anọchite anya nnukwu ụlọ ahịa ọdịnala nke China gara aga, Yonghui bụ ezigbo ihe atụ nke ụlọ ahịa nnukwu ụlọ ahịa dị n'ime obodo na-eme nke ọma n'agbanyeghị asọmpi sitere na ndị dike mba ọzọ.Dị ka nnukwu ụlọ ahịa mba ofesi, Yonghui anabatala usoro ntanetị na nnyefe ụlọ, bụrụ onye isi n'etiti ụlọ ọrụ nnukwu ụlọ ahịa mpaghara.
N'agbanyeghị ọtụtụ ihe ịma aka na nnwale na njehie na-aga n'ihu, Yonghui abụrụla onye ndu nnukwu ụlọ ahịa ọdịnala n'ụlọ na nnyefe ụlọ, yana ụlọ nkwakọba ihe e-commerce 940 yana ego nnyefe ụlọ kwa afọ karịrị ijeri 10 RMB.
Ụlọ nkwakọba ihe na ego e-azụmahịa
Dị ka nke August 2023, Yonghui na-arụ ọrụ ụlọ nkwakọba ihe e-commerce 940, gụnyere ụlọ nkwakọba ihe 135 zuru ezu (na-ekpuchi obodo 15), ụlọ nkwakọba ihe ọkara 131 (na-ekpuchi obodo 33), ụlọ nkwakọba ihe 652 jikọtara ọnụ (na-ekpuchi obodo 181), yana ụlọ nkwakọba ihe satịlaịtị 22 (na-ekpuchi Chongqing, Fuzhou, na Beijing).N'ime ha, ihe karịrị 100 bụ nnukwu ụlọ nkwakọba ihe n'ihu nke 800-1000 square mita.
N'ime ọkara mbụ nke 2023, ego achụmnta ego n'ịntanetị Yonghui ruru ijeri RMB 7.92, na-aza 18.7% nke mkpokọta ego ọ na-enweta, yana atụmatụ ego ha nwetara kwa afọ karịrị ijeri RMB 16.Azụmahịa nnyefe ụlọ nke Yonghui na-arụ ọrụ nke onwe ya na-ekpuchi ụlọ ahịa 946, na-ebute 4.06 ijeri RMB na ahịa, yana nkezi nke 295,000 iwu kwa ụbọchị yana ọnụego mgbapụta kwa ọnwa nke 48.9%.Azụmahịa nnyefe ụlọ nke ndị ọzọ na-ekpuchi ụlọ ahịa 922, na-emepụta 3.86 ijeri RMB na ahịa, mmụba 10.9% kwa afọ, yana nkezi nke 197,000 iwu kwa ụbọchị.
N'agbanyeghị ihe ịga nke ọma ya, Yonghui enweghị nnukwu data nke ndị ahịa nke gburugburu ebe obibi nke Alibaba ma ọ bụ eriri ọkọnọ nke Walmart zuru ụwa ọnụ, na-eduga n'ọtụtụ ndọghachi azụ.Ka o sina dị, ya na JD Daojia na Meituan akwalitela mmekọrịta iji nweta ihe karịrị ijeri RMB iri site na 2020.
Njem Yonghui na nnyefe ụlọ malitere na Mee 2013 site na mmalite nke ọwa ịzụ ahịa "Ọkara Sky" na webụsaịtị ya, na mbụ nwere naanị Fuzhou ma na-enye ngwugwu nri na nhazi.Mgbalị mbụ a dara n'ihi ahụmịhe onye ọrụ adịghị mma yana oke nhọrọ nnyefe.
Na Jenụwarị 2014, Yonghui wepụtara “Yonghui Weidian App” maka ịtụ n'ịntanetị na ị nweta n'ịntanetị, dị na mbụ n'ụlọ ahịa asatọ na Fuzhou.N'afọ 2015, Yonghui malitere "Yonghui Life App," na-enye ọtụtụ ngwa ngwa ngwa ngwa ngwa ngwa ngwa ngwa ngwa ngwa na ọrụ nnyefe ngwa ngwa, nke JD Daojia mezuru.
Na 2018, Yonghui nwetara ntinye ego n'aka JD na Tencent, na-emekọrịta mmekọrịta miri emi na okporo ụzọ, ịzụ ahịa, ịkwụ ụgwọ na ngwa agha.Na Mee 2018, Yonghui wepụtara “ụlọ nkwakọba ihe satịlaịtị” mbụ ya na Fuzhou, na-enye nnyefe nkeji 30 n'ime okirikiri 3-kilomita.
Na 2018, nhazigharị ime nke Yonghui kewara azụmaahịa ya n'ịntanetị ka ọ bụrụ ihe okike Yonghui Cloud, na-elekwasị anya na usoro ọhụrụ, yana Supermarket Yonghui, na-elekwasị anya na usoro ọdịnala.N'agbanyeghị ndaghachi azụ mbụ, ahịa ịntanetị Yonghui toro nke ukwuu, na-eru ijeri RMB 7.3 na 2017, ijeri RMB 16.8 na 2018, yana ijeri RMB 35.1 na 2019.
Ka ọ na-erule 2020, ịre ahịa ịntanetị Yonghui ruru ijeri RMB 10.45, mmụba 198% kwa afọ, na-aza 10% nke mkpokọta ego ọ nwetara.Na 2021, ịre ahịa n'ịntanetị ruru ijeri RMB 13.13, mmụba 25.6%, na-aza 14.42% nke mkpokọta ego.Na 2022, ịre ahịa n'ịntanetị toro ruo ijeri RMB 15.936, mmụba 21.37%, yana nkezi nke 518,000 iwu kwa ụbọchị.
N'agbanyeghị mmezu ndị a, Yonghui chere nnukwu mfu n'ihi nnukwu itinye ego n'ihu ụlọ nkwakọba ihe yana mmetụta ọrịa a, butere mfu nke ijeri RMB 3.944 na 2021 yana ijeri RMB 2.763 na 2022.
Mmechi
Ọ bụ ezie na Yonghui na-eche ihe ịma aka ndị ọzọ ihu karịa Hema na Sam's Club, mbọ ya na nnyefe ụlọ emewo ka ọ kwụ n'ahịa.Ka mkpọsa ngwa ngwa na-aga n'ihu na-eto eto, Yonghui nwere ike irite uru na omume a.Onye isi ọhụụ Li Songfeng enwetala KPI nke mbụ ya, na-atụgharị mfu Yonghui 2023 H1 ka ọ bụrụ uru.
Dị ka Hema CEO Hou Yi, onye bụbu onye isi JD Li Songfeng chọrọ idu Yonghui n'ahịa azụmaahịa ozugbo, nwere ike ịkpalite akụkọ ọhụrụ na ụlọ ọrụ ahụ.Hou Yi nwere ike gosipụta mkpebi ya gbasara usoro azụmaahịa China, Li Songfeng nwekwara ike gosipụta ikike ụlọ ọrụ nnukwu ụlọ ahịa mpaghara n'oge ọrịa butere ọrịa.
Oge nzipu: Jul-04-2024