Hotioneng, 59, xav tau ib lub sijhawm los ua pov thawj los ua pov thawj lub peev xwm ntawm Hema rau Liu QiangDong, Zhang Yong, thiab Jack ma.
Tsis ntev los no, Hema txoj kev ncua kev ncua ntawm nws tus Hong Kong IPO tau ntxiv rau lwm qhov ntawj txias rau kev lag luam muag khoom hauv tsev. Nyob rau hauv xyoo tsis ntev los no, tus offline Lub tsev lag luam lag luam hauv Suav teb tau nyob hauv qab, nrog kev sib txuas lus tsis tu ncua, thiab poob rau cov neeg siv khoom hauv tsev tsis muaj nyiaj los siv. Qee tus txawm dag tias cov tswv lag luam tshiab uas tseem qhib lawv lub qhov rooj tab tom muaj kev hlub.
Txawm li cas los xij, cov khw muag khoom hauv zej zog tau pom tias cov neeg lag luam khw muag khoom txawv tebchaws zoo li Aldi, Sam cov club, thiab costco tseem siv tau qhib cov khw muag khoom tshiab. Piv txwv li, Aldi tau qhib ntau dua 50 lub khw hauv Shanghai ib leeg hauv plaub xyoos txij li nkag mus Suav. Ib yam li ntawd, Sam cov club yog nrawm nws txoj kev npaj qhib 6-7 kiab khw tshiab, nkag mus rau lub nroog zoo li Kunshan, Donging, Shaoxing, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Wenzhou, Thiab Jinjiang.
Cov khw muag khoom txawv txawv ntawm cov khw muag khoom txawv teb chaws hauv ntau lub khw hauv Suav tsis sib thooj nrog cov khw muag khoom txuas ntxiv ntawm cov khw hauv nroog. Sau cov chaw tsim khoom hauv zos Txawm li cas los xij, saib lub thoob ntiaj teb, cov qauv tshiab tsim nyog rau Suav cov neeg ib puag ncig muaj tsawg, nrog Hema ua ib qho ntawm qee qhov kev zam.
Tsis zoo li Walmart, Sam lub club, lossis Aldi, hema's "ob qho tib si ntawm lub khw muag khoom" yuav tsim nyog rau cov tsev kawm hauv zos kom yoog raws li kev coj ua thiab kev ua haujlwm tshiab. Tom qab tag nrho, Walmart, uas tau nyob hauv paus hauv Suav teb lub chaw ua lag luam offline li 20 xyoo, thiab Aldi, uas nyuam qhuav nkag mus rau yav tom ntej.
01 Vim li cas Hema muaj nuj nqis ntawm $ 10 nphom?
Los ntawm teeb lub sijhawm sijhawm hauv lub Tsib Hlis rau qhov nws npaj txhij txog kev txhim kho cov khw muag khoom qhib thiab ua kom zoo ntawm nws cov khoom siv hluav taws xob. Hema cov npe yog qhov xav tau zoo, tab sis raws li ntau qhov chaw, kev ncua yuav yog vim nws qhov kev pab cuam ntog luv luv ntawm cov kev cia siab. Alibaba cov kev sib tham thawj zaug nrog cov peev txheej muaj peev xwm kwv yees HEMA tus nqi ntawm ib puag ncig $ 4 txhiab, thaum Alibaba lub hom phiaj IPO yog $ 10 nphom.
Tus nqi tiag tiag ntawm Hema tsis yog qhov tseem ceeb ntawm no, tab sis nws tus qauv xa khoom yog tsim nyog rau txhua tus neeg lub siab. Zej zog saw khw Respes ntseeg Hema tam sim no zoo li kev sib txuas ntawm MISITUA NTAWM MISITUAL, DEMA, thiab Sam's Club. Hauv lwm lo lus, hema cov khoom muaj nqis tshaj plaws tsis yog nws 337 lub khw muag khoom lub cev tab sis cov qauv khoom lag luam tom qab nws cov haujlwm tom qab.
Cov khoom lag luam tas mus li
Hema tsis tsuas muaj nws tus kheej ywj pheej app tab sis kuj tseem tawm tsam cov khw muag khoom ntawm Taobao, Tmall, Alipay, thiab lwm yam ntawm alibaba ecosystem. Tsis tas li ntawd, nws muaj scene txhawb nqa los ntawm cov apps zoo li Xiaohongshu thiab ploj mus thiab ploj, npog ntau zaus cov neeg siv cov xwm txheej.
Ua tsaug rau nws lub xub ntiag ntawm cov apps sib txawv, hema txaus siab rau cov chaw tsheb thiab cov ntaub ntawv zoo heev uas yog Walmart, Metro, thiab Costco. Piv txwv li, Taobao thiab Alipay txhua tus muaj ntau dua 800 lab ib hlis nquag (Mau), thaum Elekeg.me muaj ntau tshaj 70 lab.
Txog Lub Peb Hlis 2022, Hema tus kheej app tau tshaj 27 lab Mau. Piv rau sam lub club, costco, thiab yongsi, uas tseem yuav tsum hloov chaw ua pas dej ua ke tau muaj peev xwm txaus los txhawb qhov qhib ntawm ntau tshaj 300 khw muag khoom.
Hema tsis yog tsuas yog muaj ntau nyob rau hauv tsheb tab sis kuj nplua nuj hauv cov ntaub ntawv. Nws tau nkag mus rau ntau cov khoom lag luam nyiam cov ntaub ntawv thiab kev siv cov ntaub ntawv ntawm Taohongshu thiab Weauso, thiab Weamo, thiab Weamo, thiab Weamto cov ntaub ntawv them nyiaj los ntawm Alipay npog ntau yam offerarios.
Armed nrog cov ntaub ntawv no, Hema tuaj yeem nkag siab meej txog kev siv peev xwm muaj peev xwm ntawm txhua lub zej zog. Cov ntaub ntawv zoo tshaj plaws rau HEMA kev ntseeg siab rau daim chaw xauj tsev hauv cov lag luam ua lag luam nyob rau cov khoom lag luam ntau dua li tus nqi lag luam.
Ntxiv rau cov tsheb thiab cov ntaub ntawv zoo, hema kuj khav theeb cov neeg tau ntxig. Tam sim no, Hema muaj ntau dua 60 lab tus neeg siv, thiab nrog 27 lab Mau, nws cov neeg muaj cov khoom siv nrov nrov nrov nrov xws li Xiaohongshu thiab bilibili.
Yog tias cov tsheb thiab cov ntaub ntawv yog Hema cov qauv, cov thev naus laus zis tom qab cov qauv no yog txawm ntau tshaj plaws tsis tseem ceeb. Nyob rau hauv 2019, Hema pej xeem qhia nws REX Betail kev ua haujlwm, uas tuaj yeem pom raws li tus qauv kev sib xyaw ua haujlwm, cov tswv cuab cov cuab yeej siv, thiab cov khoom siv sib txuas.
Hema cov neeg siv kev pabcuam, suav nrog cov khoom lag luam zoo, xa lub sijhawm, thiab tom qab muag cov kev pab, feem ntau qhuas, ib feem ua tsaug rau cov rex system. Raws li kev tshawb fawb los ntawm cov khw muag khoom lag luam ntawm lub khw muag khoom, Hema cov khw loj tuaj yeem lis ntau dua 10,000 tus lej txhua hnub thaum muaj kev tshaj tawm loj heev 2,500 xaj ib teev. Txhawm rau kom tau raws li 30-60 feeb xa cov qauv, Hema cov khw yuav tsum ua kom tiav thiab ntim hauv 10-15 feeb thiab xa hauv qhov seem 15-30 feeb.
Txhawm rau kom muaj peev xwm ua tau zoo no, refore cov khoom lag luam tiag tiag, kev sib koom tes ntawm cov qauv thiab cov kev sib koom tes ntawm cov qauv thib peb, zoo ib yam li cov neeg pom nyob hauv MEITUANTS, zoo ib yam li cov neeg pom nyob hauv MEITUANTS, zoo ib yam li cov neeg uas pom nyob hauv MEITUANTS, zoo ib yam li cov neeg thib peb, DaAla, thiab Dmall.
Zej zog cov saw khw ntseeg tias nyob rau hauv kev xa khoom xa tuaj tom tsev, dua li cov tsheb, cov ntaub ntawv, kev xaiv muaj peev xwm ntawm cov tub lag luam yog qhov tseem ceeb. Cov khw muag khoom sib txawv rau cov neeg siv khoom sib txawv, thiab cov neeg tau txais kev pab cuam tshuam sib txawv ntawm cheeb tsam. Yog li ntawd, txawm tias cov khoom siv rau cov tub luam tuaj yeem txhawb nqa kev siv cov khoom siv tsis muaj txiaj ntsig rau cov supermarce rau tus xa khoom hauv tsev.
Xaiv Thiab Muab Saw Saw
Sam's Club thiab Costco tau siv xyoo heming lawv lub peev xwm xaiv, thiab Hema tau ua kom zoo dua nws tus kheej rau xya xyoo. Hema caum lub qhov system uas yuav zoo ib yam li Sam cov club thiab tsom mus rau cov khoom siv xa mus rau cov txheej txheem ntau lawm, tsim cov khoom lag luam ntau lawm rau hom sib txawv.
Hema thawj zaug txheeb xyuas cov chaw tsim khoom tseem ceeb rau txhua cov khoom lag luam, muab piv rau cov khoom siv raw thiab xaiv cov teeb meem OEM siab. Hema muab lub Hoobkas nrog cov txheej txheem txheem, ntim tsim, thiab cov npe thiab cov khoom siv kom tau raws cov qauv. Tom qab kev tsim khoom, cov khoom lag luam Forogo kev sim sab hauv, kev tsav tsheb sim, thiab cov lus qhia ua ntej tau faib rau cov khw muag khoom thoob tebchaws.
Thaum pib, hema tawm tsam nrog kev ua kom ncaj qha tab sis nws thiaj li tsim nws lub nroog Habba, suav nrog Danba lub zos hauv Hewanda, thiab Gashora lub zos hauv Rwanda, muab 699 cov khoom lag luam.
Piv rau sam lub club thiab costco lub ntiaj teb kev sib tw zoo, hema's "Hema lub zos zoo nkauj, muab cov nqi sib txawv thiab sib txawv.
Thev naus laus zis thiab kev ua tau zoo
Hema's REIL kev ua haujlwm ntawm cov txheej txheem ntau lub system, suav nrog cov khw muag khoom, kev ua tswv cuab, thiab muab cov peev txheej sib luag, txhim kho kev txuag hluav taws xob. Piv txwv li, thaum cov kev tshaj tawm loj, Hema cov khw loj tuaj yeem lis ntau dua 10,000 cov kev txiav txim txhua hnub, nrog peak teev ntau tshaj 2,500 xaj toj ib teev. Ntsib tus qauv hloov pauv 30-60 feeb yuav tsum tau ua tiav cov khoom lag luam tiag tiag, thiab kev sib koom tes nrog cov khoom lag luam thib peb, txhawb nqa los ntawm cov algorithms.
Kev Xa Khoom Xa Khoom
Hema lub sijhawm 138 ua haujlwm raws li cov chaw khaws khoom ua ke, muab 6,000 tus lej ib lub khw, nrog rau tus kheej ntawm tus kheej, suav nrog tag nrho. Cov neeg siv khoom hauv lub sijhawm 3-km-knometer tuaj yeem txaus siab 30-feeb pub dawb. Cov khw muag khoom paub tab, kev ua haujlwm tau tshaj li 1.5 xyoo, nruab nrab 1,200 txhua hnub xaj online, nrog rau kev muag khoom online ntau dua 60% ntawm tag nrho cov nyiaj tau los. Tus nqi nruab nrab muaj nqi yog ze li 100 rmb, nrog cov nyiaj tau los txhua hnub tshaj 800,000 RMB, ua tiav kev muag khoom ua haujlwm peb zaug uas yog cov tsev kawm ntawv ib txwm muaj.
02 Vim li cas Hema tsuas yog tus neeg sib tw hauv Walmart lub qhov muag?
Walmart Tuam Tshoj Tus Thawj Tswj Hwm thiab CEO, ZHU Xiaojing, tau hais tseg sab hauv uas hema yog tib tus neeg sib tw mus sam club hauv Suav teb. Hais txog ntawm lub khw muag khoom lub cev, hema tseeb lags qab sam lub club, uas tau ua haujlwm rau ntau tshaj 40 xyoo nrog rau ntau dua 40 hauv Suav teb. Hema, nrog 337 lub khw muag khoom, suav nrog tsuas yog 9 hema x tus tswv cuab cov khw muag khoom, tshwm sim me me hauv kev sib piv.
Txawm li cas los xij, hauv kev xa khoom hauv tsev, qhov sib txawv ntawm sam cov club thiab hema tsis yog qhov tseem ceeb. Sam lub club videured rau hauv kev xa khoom hauv tsev xyoo 2010, plaub xyoos tom qab nkag mus rau Suav teb, tab sis vim cov kev pabcuam uas tsis paub tab tom qab siv ob peb hlis. Txij thaum ntawd los, Sam lub club tau hloov zuj zus ntxiv nws tus qauv xa khoom.
Nyob rau hauv 2017, leveraging nws cov khw muag khoom network thiab pem hauv ntej warehouses (sam lub club pib xa " Tam sim no, Sam cov kev sib koom ua haujlwm ua haujlwm ntawm cov huab tais tais diav, txhua tus neeg kwv yees huab ua ntej, nrog kwv yees li ntawm lub nroog, nrog kev txiav txim siab muaj txiaj ntsig zoo thiab ua tiav kev txiav txim siab tseem ceeb.
Sam's Club cov qauv lag luam, sib txuas ua ke nrog cov chaw ua haujlwm huab, ua kom muaj txiaj ntsig txhua hnub, nrog rau cov neeg ua haujlwm zoo tshaj 3,000 txhua hnub thiab tus nqi nruab nrab ntau dua 200 RMB. Qhov kev ua tau zoo no txoj haujlwm Sam lub club ua tus thawj coj hauv kev lag luam.
03 yonghui txoj kev tsis kam muag mus rau jd
Txawm hais tias YonGhui tsis tau ntes cov xim ntawm Walmart cov neeg ua haujlwm hauv kev xa khoom hauv tsev outshine nws cov phooj ywg, ua rau nws tsis paub tus qauv.
Sawv cev yav dhau los ntawm Tuam Tshoj cov supermarket ib txwm, yonghui yog ib qho piv txwv ua piv txwv ntawm lub khw muag khoom lag luam hauv zos uas muaj kev sib tw txawm tias muaj kev sib tw txawv teb chaws. Zoo li cov tub rog txawv teb chaws txawv teb chaws, Yonhui tau loj hlob hauv online platform thiab kev xa khoom hauv tsev, dhau los ua ib tus thawj coj tom tsev hauv zos lag luam.
Txawm hais tias muaj kev sib tw thiab ua yuam kev tas mus li, Yonhhui tau dhau los ua tus xa khoom hauv tsev, nrog rau kev xa khoom hauv tsev, nrog rau kev lag luam hauv tsev hauv tsev
E-Lag Luam Werhouses thiab cov nyiaj tau los
As of August 2023, Yonghui operates 940 e-commerce warehouses, including 135 full warehouses (covering 15 cities), 131 half warehouses (covering 33 cities), 652 integrated store warehouses (covering 181 cities), and 22 satellite warehouses (covering Chongqing, Fuzhou, and Beijing). Ntawm lawv, tshaj 100 yog loj pem hauv ntej chaw khaws khoom ntawm 800-1000 square metres.
Nyob rau hauv thawj ib nrab ntawm 2023, Yonphui cov nyiaj tau los ua lag luam tau mus txog 7.92 billion RMB, nrog kwv yees nyiaj tau los ntawm txhua xyoo nyiaj tau tshaj 16 plhom RMB. Yonhui tus kheej ua lag luam hauv tsev npog npog 946, tsim tawm 4.06 billion RMB hauv kev muag khoom, nrog qhov nruab nrab ntawm 295,000 tus nqi txhua hnub ntawm 48.9%. Nws thib peb-tog platform tom tsev kev lag luam npog npog 9,86 billion RMB hauv kev muag khoom, muaj qhov nruab nrab ntawm 197,000 cov xaj txhua hnub.
Txawm hais tias nws ua tiav, Yonphui tsis muaj cov neeg siv khoom siv loj heev ntawm Alibaba Ecibaba Ecibaba ecosystem lossis Walmart lub ntiaj teb ncaj qha sourcing muab cov saw hlau thoob ntiaj teb, ua rau ntau lub signbacks. Txawm li cas los xij, nws tau siv txoj kev sib koom tes nrog JD Daojia thiab Mituan ua kom tiav 10 billion RMB hauv kev muag khoom los ntawm 2020.
Yonhui txoj kev taug hauv kev pib tom tsev pib thaum lub Tsib Hlis 2013 nrog lub community launch ntawm "ib nrab ntawm lub ntuj" khw chaav, xub thawj cov khoom noj mov hauv pawg. Qhov kev sim no thaum ntxov dhau los vim tias cov neeg siv tsis zoo thiab muaj kev xaiv tsis muaj kev xaiv.
Nyob rau lub Ib Hlis 2014, Yonphui launched "Yonphui Weidian app" rau kev xaj online thiab offline tos, pib muaj nyob rau yim lub khw hauv Fuzhou. Xyoo 2015, Yonphui tau tsim cov "Yonhhui Lub Neej App," fij ntau cov neeg siv khoom tshiab thiab cov khoom noj ceev ceev nrog cov kev pabcuam sai, ua tiav los ntawm JD DaoJia.
Nyob rau hauv 2018, YonGhui tau txais kev nqis peev los ntawm JD thiab Tencent, tsim kev sib tshuam sib sib zog nqus hauv tsheb, kev lag luam, them nyiaj, thiab logistics. Thaum Lub Tsib Hlis 2018, YonGhui tso nws thawj "Satellite Warehouse" hauv Fuzhou, muab 30-feeb xa tawm hauv lub 3-mais vojvoog.
Nyob rau hauv 2018, Yonhui txoj kev rov kho dua sab hauv nws txoj kev lag luam online mus rau kev tsim kho tshiab, thiab Yonghui Tsev Loj, tsom mus rau ib txwm hom ntawv. Txawm hais tias thawj zaug pib tau teeb tsa, Yonhui cov muag khoom online tau loj, 16,8 billion RMB xyoo 2018, thiab 35.1 billion RMB xyoo 2019.
Txog 2020, Yonhui cov muag khoom online tau mus txog 10.45 billion RMB, lub xyoo 198% xyoo nce, suav rau 10% ntawm nws cov nyiaj tau los tag nrho. Xyoo 2021, kev muag khoom online tau mus txog 13.13 lab RMB, 25,6% nce ntxiv, suav nyiaj rau 14.42% ntawm cov nyiaj tau los tag nrho. Xyoo 2022, kev muag khoom online tau nce mus rau 15.936 billion RMB, 217% nce ntxiv, muaj qhov nruab nrab ntawm 518,000 xaj txhua hnub.
Txawm hais tias cov kev ua tiav no, YonGhui ntsib kev nqis peev tseem ceeb vim muaj kev nqis peev ntawm thaj chaw thoob plaws hauv ntej ntawm 2021 thiab 2.763 billion RMB hauv 2022.
Tag
Txawm hais tias YonGhui fim ntau cov kev cov nyom ntau dua li Hema thiab Sam's Club, nws cov dag zog hauv tus me nyuam tom tsev tau nyab xeeb hauv kev ua lag luam. Raws li cov khw muag khoom tseem ceeb tau nce ntxiv, Yonhhui muaj peev xwm tau txais txiaj ntsig los ntawm cov qauv no. TSHIAB LITO LI SONEFEM tau ua tiav nws thawj KPI, tig yonghui's 2023 h1 poob rau hauv cov txiaj ntsig.
Zoo li HEMA CEO Hou yi, JD Executive Lamineng lub hom phiaj los ua Linedant Betail ua lag luam, muaj peev xwm sparking zaj dab neeg tshiab hauv kev lag luam. Hou yi tuaj yeem ua pov thawj nws qhov kev txiav txim ntawm Tuam Tshoj txoj kev lag luam muag khoom, thiab cov lus dag zog ntawm cov chaw lag luam hauv zos lag luam hauv kev lag luam hauv zos lag luam hauv kev tshaj tawm hauv zos hauv nroog.
Lub Sijhawm Post: Jul-04-2024