Houcheng, 59, xav tau lub sijhawm los ua pov thawj lub peev xwm ntawm Hema rau Liu Qiangdong, Zhang Yong, thiab Jack Ma.
Tsis ntev los no, Hema qhov kev npaj txhij txog ncua ntawm nws Hong Kong IPO tau ntxiv lwm qhov txias rau lub khw muag khoom hauv tsev.Nyob rau hauv xyoo tas los no, lub khw muag khoom offline hauv Suav teb tau nyob hauv huab cua, nrog cov xov xwm tsis yog kev rov ua dua tshiab, kaw lub khw, thiab kev poob qis feem ntau cuam tshuam rau kev tshaj xov xwm, ua rau muaj kev xav tias cov neeg siv khoom hauv tsev tsis muaj nyiaj siv.Qee tus txawm tso dag hais tias cov tswv tsev loj uas tseem qhib lawv lub qhov rooj yog ua rau kev hlub.
Txawm li cas los xij, cov khw muag khoom hauv zej zog tau pom tias cov tuam txhab lag luam txawv teb chaws xws li ALDI, Sam's Club, thiab Costco tseem tab tom qhib lub khw tshiab.Piv txwv li, ALDI tau qhib ntau dua 50 lub khw hauv Shanghai ib leeg hauv plaub xyoos txij li thaum nkag mus rau Tuam Tshoj.Ib yam li ntawd, Sam's Club tab tom ua kom nws txoj kev npaj qhib 6-7 lub khw tshiab txhua xyoo, nkag mus hauv nroog xws li Kunshan, Dongguan, Jiaxing, Shaoxing, Jinan, Wenzhou, thiab Jinjiang.
Lub active expansion ntawm txawv teb chaws supermarkets nyob rau hauv ntau yam Suav lag luam contrasts sharply nrog lub nruam khw kaw ntawm lub zos supermarkets.Cov npe lag luam hauv zos xws li BBK, Yonghui, Lianhua, Wumart, CR Vanguard, RT-Mart, Jiajia Yue, Renrenle, Zhongbai, thiab Hongqi Chain sai sai yuav tsum nrhiav tus qauv tshiab los ua raws li lawv txoj kev loj hlob ntxiv.Txawm li cas los xij, saib thoob plaws ntiaj teb, cov qauv tshiab tsim nyog rau Suav noj ib puag ncig tsis tshua muaj, nrog Hema yog ib qho ntawm ob peb qhov kev zam.
Tsis zoo li Walmart, Carrefour, Sam's Club, Costco, lossis ALDI, Hema's "ob qho tib si hauv khw thiab xa khoom hauv tsev" qauv yuav tsim nyog rau cov khw muag khoom hauv zos kom ua raws li thiab tsim kho tshiab.Tom qab tag nrho, Walmart, uas tau nkag siab tob hauv Tuam Tshoj txoj kev lag luam offline rau ntau tshaj 20 xyoo, thiab ALDI, uas nyuam qhuav nkag mus hauv Suav lag luam, ob qho tib si suav hais tias "kev xa khoom hauv tsev" yog lub tswv yim tsom rau yav tom ntej.
01 Vim li cas Hema muaj nuj nqis ntawm $ 10 nphom?
Los ntawm kev teeb tsa lub sijhawm teev npe nyob rau lub Tsib Hlis mus rau nws qhov kev npaj txhij txog ncua rau lub Cuaj Hli, Hema tau txuas ntxiv mus qhib lub khw muag khoom thiab nrawm rau kev txhim kho nws cov khoom lag luam saw system.Hema cov npe tau mob siab rau xav tau, tab sis raws li ntau qhov chaw, qhov kev ncua sij hawm yuav yog vim nws qhov kev ntsuas poob qis ntawm qhov kev cia siab.Alibaba thawj zaug kev sib tham nrog cov tub ua lag luam muaj peev xwm kwv yees Hema tus nqi ntawm ib ncig ntawm $ 4 nphom, thaum Alibaba lub hom phiaj ntawm IPO tus nqi rau Hema yog $ 10 nphom.
Tus nqi tiag tiag ntawm Hema tsis yog qhov tseem ceeb ntawm no, tab sis nws cov qauv xa khoom hauv tsev yog tsim nyog rau txhua tus neeg mloog.Cov khw muag khoom hauv zej zog ntseeg Hema tam sim no zoo li kev sib xyaw ntawm Meituan, Dada, thiab Sam's Club.Hauv lwm lo lus, Hema cov khoom muaj nqis tshaj plaws tsis yog nws lub khw muag khoom 337 tab sis cov khoom lag luam thiab cov qauv ntaub ntawv tom qab nws cov khoom xa tuaj hauv tsev.
Cov khoom siv pem hauv ntej
Hema tsis tsuas yog muaj nws tus kheej app ywj pheej tab sis kuj tseem muaj cov khw muag khoom lag luam ntawm Taobao, Tmall, Alipay, thiab Ele.me, tag nrho ib feem ntawm Alibaba ecosystem.Tsis tas li ntawd, nws muaj kev txhawb nqa los ntawm cov apps xws li Xiaohongshu thiab Amap, suav nrog ntau qhov xwm txheej ntawm cov neeg siv khoom siv ntau zaus.
Ua tsaug rau nws lub xub ntiag ntawm ntau lub apps sib txawv, Hema nyiam cov tsheb khiav tsis sib xws thiab cov ntaub ntawv zoo tshaj plaws uas ua rau muaj kev sib tw hauv khw loj, suav nrog Walmart, Metro, thiab Costco.Piv txwv li, Taobao thiab Alipay txhua tus muaj ntau dua 800 lab tus neeg siv txhua hli (MAU), thaum Ele.me muaj ntau dua 70 lab.
Raws li lub Peb Hlis 2022, Hema tus kheej app muaj ntau dua 27 lab MAU.Piv rau Sam's Club, Costco, thiab Yonghui, uas tseem yuav tsum tau hloov lub khw muag khoom rau cov neeg siv app, Hema lub pas dej ua ke uas twb muaj lawm tau txaus los txhawb kev qhib ntau dua 300 lub khw ntxiv.
Hema tsis yog tsuas yog nplua nuj nyob rau hauv tsheb tab sis kuj nplua nuj nyob rau hauv cov ntaub ntawv.Nws muaj kev nkag tau mus rau ntau cov ntaub ntawv nyiam cov khoom lag luam thiab cov ntaub ntawv siv los ntawm Taobao thiab Ele.me, nrog rau cov khoom siv tshuaj xyuas cov ntaub ntawv los ntawm Xiaohongshu thiab Weibo, thiab cov ntaub ntawv them nyiaj ntau los ntawm Alipay npog ntau yam xwm txheej offline.
Armed nrog cov ntaub ntawv no, Hema tuaj yeem nkag siab meej txog kev siv lub peev xwm ntawm txhua lub zej zog.Cov ntaub ntawv zoo dua no ua rau Hema muaj kev ntseeg siab rau kev xauj tsev muag khoom hauv cov chaw lag luam uas paub tab ntawm kev xauj ob peb zaug siab dua tus nqi lag luam.
Ntxiv nrog rau kev khiav tsheb thiab cov ntaub ntawv zoo, Hema kuj boasts cov neeg siv siab stickiness.Tam sim no, Hema muaj ntau dua 60 lab cov neeg siv sau npe, thiab nrog 27 lab MAU, nws cov neeg siv cov nplaum nplaum dhau lub platform nrov xws li Xiaohongshu thiab Bilibili.
Yog tias kev khiav tsheb thiab cov ntaub ntawv yog Hema lub hauv paus, kev siv tshuab tom qab cov qauv no tseem ceeb dua.Xyoo 2019, Hema tau tshaj tawm rau pej xeem nthuav qhia nws ReX lub khw muag khoom lag luam, uas tuaj yeem pom tau tias yog kev sib koom ua ke ntawm cov qauv Hema, suav nrog kev ua haujlwm hauv khw, kev ua tswv cuab, kev xa khoom, thiab cov khoom siv saw hlau.
Hema cov kev paub txog cov neeg siv khoom, suav nrog cov khoom lag luam zoo, kev xa khoom raws sijhawm, thiab kev pabcuam tomqab muag, feem ntau tau qhuas, ib feem ua tsaug rau ReX system.Raws li kev tshawb fawb los ntawm cov tuam txhab brokerage, Hema lub khw loj tuaj yeem tswj tau ntau dua 10,000 xaj txhua hnub thaum muaj kev tshaj tawm loj, nrog cov sij hawm siab tshaj 2,500 xaj ib teev.Yuav kom ua tau raws li 30-60 feeb tus qauv xa khoom, Hema khw muag khoom yuav tsum ua kom tiav kev xaiv thiab ntim khoom hauv 10-15 feeb thiab xa hauv 15-30 feeb ntxiv.
Yuav kom tswj tau qhov kev ua tau zoo no, kev suav cov khoom muag hauv lub sijhawm, cov khoom siv ntxiv, kev tsim qauv hauv nroog, thiab kev sib koom ua ke ntawm cov khw muag khoom thiab cov neeg sab nrauv logistics yuav tsum muaj cov qauv siv dav thiab cov algorithms, zoo ib yam li cov nyob hauv Meituan, Dada, thiab Dmall.
Cov khw muag khoom hauv zej zog ntseeg tias hauv khw muag khoom xa khoom hauv tsev, dhau li ntawm kev khiav tsheb, cov ntaub ntawv, thiab cov txheej txheem, kev xaiv cov tub lag luam yog qhov tseem ceeb.Cov khw muag khoom sib txawv ua raws li cov neeg siv khoom sib txawv, thiab cov kev xav tau ntawm cov neeg siv khoom sib txawv raws cheeb tsam.Yog li ntawd, txawm hais tias tus tub lag luam cov khoom lag luam tuaj yeem txhawb kev xaiv cov khoom lag luam zoo yog qhov tseem ceeb rau cov khw muag khoom lag luam uas xav kom ua tau zoo hauv kev xa khoom hauv tsev.
Kev xaiv thiab khoom siv
Sam's Club thiab Costco tau siv sijhawm ntau xyoo los txhawb lawv lub peev xwm xaiv, thiab Hema tau kho nws tus kheej rau xya xyoo.Hema nrhiav cov neeg yuav khoom zoo ib yam li Sam's Club thiab Costco, txhawm rau taug qab cov khoom siv rov qab mus rau nws cov hauv paus chiv keeb, los ntawm cov khoom siv raw mus rau cov txheej txheem tsim khoom, tsim cov khoom tshwj xeeb rau cov khoom sib txawv.
Hema thawj zaug txheeb xyuas qhov chaw tsim khoom tseem ceeb rau txhua yam khoom, sib piv cov neeg muag khoom, thiab xaiv cov khoom siv zoo tshaj plaws thiab lub Hoobkas tsim OEM.Hema muab lub Hoobkas nrog cov txheej txheem txheej txheem, ntim cov qauv tsim, thiab cov npe ntawm cov khoom xyaw, ua kom cov khoom ua tau raws li cov qauv teev tseg.Tom qab kev tsim khoom, cov khoom lag luam raug kuaj sab hauv, sim muag, thiab tawm tswv yim ua ntej xa mus rau cov khw muag khoom thoob tebchaws.
Thaum pib, Hema tau tawm tsam nrog kev xa khoom ncaj qha tab sis nws thiaj li pom nws qhov kev sib tw los ntawm kev cog lus ncaj qha cog cov hauv paus, tsim 185 "Hema Villages" thoob plaws ntau qhov chaw, suav nrog Danba Bako Village hauv Sichuan, Xiachabu Village hauv Hubei, Dalinzhai Village hauv Hebei, thiab Gashora Village hauv Rwanda. , muab 699 khoom.
Muab piv rau Sam's Club thiab Costco qhov txiaj ntsig ntawm kev yuav khoom thoob ntiaj teb, Hema's "Hema Village" pib tsim cov saw hlau muaj zog hauv zos, muab cov txiaj ntsig zoo thiab sib txawv.
Technology thiab Efficiency
Hema's ReX lub khw muag khoom ua haujlwm sib koom ua ke ntau lub tshuab, suav nrog kev ua haujlwm hauv khw, kev ua tswv cuab, kev thauj mus los, thiab cov khoom siv saw hlau, txhim kho kev ua haujlwm tag nrho.Piv txwv li, thaum lub sij hawm kev tshaj tawm loj, Hema lub khw loj tuaj yeem ua ntau tshaj 10,000 kev txiav txim txhua hnub, nrog rau cov sij hawm siab tshaj 2,500 xaj ib teev.Ua kom tau raws li 30-60 feeb tus qauv xa khoom yuav tsum muaj kev tswj xyuas cov khoom muag hauv lub sijhawm tiag tiag, cov khoom siv ntxiv, kev xa mus thoob nroog, thiab kev sib koom tes nrog cov neeg thib peb logistics, txhawb nqa los ntawm cov txheej txheem nyuaj.
Kev xa khoom hauv tsev Metrics
Hema's 138 lub khw muag khoom ua haujlwm raws li kev sib koom ua ke hauv tsev rau khoom, muab 6,000-8,000 SKUs rau ib lub khw, nrog 1,000 tus kheej-branded SKUs, suav nrog 20% ntawm tag nrho.Cov neeg siv khoom nyob rau hauv 3-kilometer vojvoog tuaj yeem txaus siab rau 30-feeb xa khoom dawb.Cov khw muag khoom paub tab, ua haujlwm rau ntau dua 1.5 xyoo, nruab nrab 1,200 kev xaj online txhua hnub, nrog kev muag khoom hauv online tau pab ntau tshaj 60% ntawm tag nrho cov nyiaj tau los.Tus nqi txiav txim nruab nrab yog ze li ntawm 100 RMB, nrog cov nyiaj tau los txhua hnub ntau dua 800,000 RMB, ua tiav kev muag khoom peb zaug ntawm cov khw muag khoom noj.
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 sab hauv tias Hema yog tib tus neeg sib tw rau Sam's Club hauv Suav teb.Hais txog kev qhib lub khw muag khoom, Hema tiag tiag poob qab Sam's Club, uas tau ua haujlwm rau ntau dua 40 xyoo nrog ntau dua 800 lub khw thoob ntiaj teb, suav nrog ntau dua 40 hauv Suav teb.Hema, nrog 337 lub khw, suav nrog tsuas yog 9 Hema X cov tswv cuab lub khw, zoo li me me hauv kev sib piv.
Txawm li cas los xij, hauv kev xa khoom hauv tsev, qhov sib txawv ntawm Sam's Club thiab Hema tsis yog qhov tseem ceeb.Sam's Club tau nkag mus rau hauv tsev xa khoom hauv xyoo 2010, plaub xyoos tom qab nkag mus rau Tuam Tshoj, tab sis vim yog cov neeg siv khoom tsis paub tab, cov kev pabcuam tau tso tseg tom qab ob peb lub hlis.Txij thaum ntawd los, Sam's Club tau txuas ntxiv hloov kho nws cov qauv xa khoom hauv tsev.
Nyob rau hauv 2017, leveraging nws lub khw network thiab pem hauv ntej warehouses (cloud warehouses), Sam's Club pib "Express Delivery Service" nyob rau hauv Shenzhen, Beijing, thiab Shanghai, accelerating nws lub tsev xa khoom loj hlob.Tam sim no, Sam's Club ua haujlwm hauv lub network ntawm huab warehouses, txhua qhov txhawb nqa sai sai hauv nws lub nroog, nrog kwv yees li 500 lub tsev khaws khoom huab thoob tebchaws, ua tiav qhov kev txiav txim loj thiab ua haujlwm tau zoo.
Sam's Club tus qauv kev lag luam, sib txuas cov khw muag khoom loj nrog cov khoom lag luam huab, ua kom muaj kev xa khoom sai thiab kev sib koom ua ke, ua rau muaj txiaj ntsig zoo: tshaj 1,000 qhov kev txiav txim txhua hnub rau ib lub tsev rau khoom, nrog rau Shanghai warehouses nruab nrab tshaj 3,000 txhua hnub xaj thiab qhov nruab nrab tus nqi txiav txim siab tshaj 200 RMB.Qhov kev ua tau zoo no ua rau Sam's Club ua tus thawj coj hauv kev lag luam.
03 Yonghui Tsis Txaus Siab Muag rau JD
Txawm hais tias Yonghui tsis tau txais kev saib xyuas ntawm Walmart cov thawj coj, nws cov kev siv zog ua haujlwm hauv kev xa khoom hauv tsev tshaj tawm nws cov phooj ywg, ua rau nws ua piv txwv tseem ceeb.
Sawv cev rau yav dhau los ntawm Tuam Tshoj cov khw muag khoom noj khoom haus niaj hnub, Yonghui yog ib qho piv txwv tseem ceeb ntawm lub tuam txhab loj hauv zos uas tau vam meej txawm tias muaj kev sib tw los ntawm cov neeg loj heev txawv teb chaws.Zoo li cov khw muag khoom loj txawv teb chaws, Yonghui tau koom nrog hauv online platforms thiab xa khoom hauv tsev, dhau los ua tus thawj coj ntawm cov khw muag khoom hauv zos.
Txawm hais tias muaj ntau qhov kev sib tw thiab kev sim ua tsis tu ncua, Yonghui tau dhau los ua tus thawj coj hauv tsev loj hauv kev xa khoom hauv tsev, nrog ntau dua 940 lub tsev lag luam e-lag luam thiab cov nyiaj tau los hauv tsev txhua xyoo ntau tshaj 10 billion RMB.
E-Commerce Warehouses thiab Cov Nyiaj Tau Los
Raws li lub Yim Hli 2023, Yonghui ua haujlwm 940 lub tsev lag luam e-lag luam, suav nrog 135 lub tsev khaws khoom tag nrho (suav nrog 15 lub nroog), 131 ib nrab warehouses (suav nrog 33 lub nroog), 652 lub khw muag khoom lag luam (suav nrog 181 lub nroog), thiab 22 lub tsev khaws khoom satellite, npog Chongq. Fuzhou, thiab Beijing).Ntawm lawv, ntau tshaj 100 yog cov tsev khaws khoom loj pem hauv ntej ntawm 800-1000 square meters.
Hauv thawj ib nrab ntawm 2023, Yonghui cov nyiaj tau los ntawm kev lag luam online tau nce mus txog 7.92 billion RMB, suav txog 18.7% ntawm nws cov nyiaj tau los tag nrho, nrog rau kwv yees cov nyiaj tau los txhua xyoo tau tshaj 16 billion RMB.Yonghui tus kheej ua lag luam xa khoom hauv tsev npog 946 lub khw muag khoom, tsim 4.06 billion RMB hauv kev muag khoom, nrog qhov nruab nrab ntawm 295,000 xaj txhua hnub thiab tus nqi yuav rov qab txhua hli ntawm 48.9%.Nws lub platform thib peb hauv tsev xa khoom lag luam npog 922 lub khw, tsim 3.86 billion RMB hauv kev muag khoom, nce 10.9% xyoo-rau-xyoo, nrog qhov nruab nrab ntawm 197,000 xaj txhua hnub.
Txawm hais tias nws txoj kev vam meej, Yonghui tsis muaj cov ntaub ntawv ntawm cov neeg siv khoom loj ntawm Alibaba's ecosystem lossis Walmart's thoob ntiaj teb cov khoom xa khoom ncaj qha, ua rau muaj kev poob qis heev.Txawm li cas los xij, nws tau siv kev koom tes nrog JD Daojia thiab Meituan kom ua tiav ntau dua 10 billion RMB hauv kev muag khoom los ntawm 2020.
Yonghui txoj kev taug kev hauv tsev xa khoom pib thaum lub Tsib Hlis 2013 nrog kev tshaj tawm ntawm "Ib nrab Lub Ntuj" khw hauv nws lub vev xaib, pib txwv rau Fuzhou thiab muab cov pob khoom noj hauv cov khoom.Qhov kev sim ntxov no ua tsis tiav vim yog cov neeg siv tsis zoo thiab kev xaiv xa khoom tsawg.
Thaum Lub Ib Hlis 2014, Yonghui tau tshaj tawm "Yonghui Weidian App" rau kev xaj online thiab khaws offline, pib muaj nyob hauv yim lub khw hauv Fuzhou.Xyoo 2015, Yonghui tau tshaj tawm "Yonghui Life App," muab ntau yam khoom siv tshiab tshiab thiab nrawm nrawm nrog cov kev pabcuam xa khoom sai, ua tiav los ntawm JD Daojia.
Xyoo 2018, Yonghui tau txais kev nqis peev los ntawm JD thiab Tencent, tsim kev sib koom tes sib sib zog nqus hauv kev tsheb, kev lag luam, kev them nqi, thiab kev xa khoom.Thaum lub Tsib Hlis 2018, Yonghui tau tsim nws thawj "satellite warehouse" hauv Fuzhou, muab 30-feeb xa khoom hauv 3-kilometer vojvoog.
Nyob rau hauv 2018, Yonghui lub sab hauv restructuring faib nws cov lag luam hauv internet mus rau Yonghui Cloud Creation, tsom rau cov tswv yim tshiab, thiab Yonghui Supermarket, tsom rau cov qauv ib txwm muaj.Txawm hais tias muaj kev poob qis, Yonghui kev muag khoom hauv online tau nce siab, nce mus txog 7.3 billion RMB hauv 2017, 16.8 billion RMB hauv 2018, thiab 35.1 billion RMB hauv 2019.
Los ntawm 2020, Yonghui qhov muag online tau txog 10.45 billion RMB, nce 198% xyoo-rau-xyoo, suav txog 10% ntawm nws cov nyiaj tau los tag nrho.Hauv 2021, kev muag khoom hauv online tau mus txog 13.13 billion RMB, nce 25.6%, suav txog 14.42% ntawm tag nrho cov nyiaj tau los.Hauv 2022, kev muag khoom hauv online tau nce mus rau 15.936 billion RMB, nce 21.37%, nrog qhov nruab nrab ntawm 518,000 xaj txhua hnub.
Txawm hais tias qhov kev ua tiav no, Yonghui tau ntsib kev poob qis vim muaj kev nqis peev ntau hauv cov tsev khaws khoom thiab cov kev cuam tshuam ntawm kev sib kis, ua rau poob ntawm 3.944 billion RMB hauv 2021 thiab 2.763 billion RMB hauv 2022.
Xaus
Txawm hais tias Yonghui ntsib cov teeb meem ntau dua li Hema thiab Sam's Club, nws txoj kev siv zog hauv kev xa khoom hauv tsev tau ruaj ntseg hauv kev ua lag luam.Raws li cov khw muag khoom tam sim no txuas ntxiv zuj zus, Yonghui muaj peev xwm tau txais txiaj ntsig los ntawm cov qauv no.Tus Thawj Coj Tshiab Li Songfeng tau ua tiav nws thawj KPI, tig Yonghui 2023 H1 poob rau hauv cov txiaj ntsig.
Zoo li Hema CEO Hou Yi, yav dhau los JD thawj coj Li Songfeng lub hom phiaj los coj Yonghui hauv kev lag luam muag khoom tam sim, muaj peev xwm ua rau muaj zaj dab neeg tshiab hauv kev lag luam.Hou Yi tuaj yeem ua pov thawj nws qhov kev txiav txim siab ntawm Tuam Tshoj txoj kev muag khoom muag, thiab Li Songfeng tuaj yeem ua pov thawj lub peev xwm ntawm cov lag luam loj hauv zos hauv lub sijhawm tom qab kis thoob qhov txhia chaw.
Lub sij hawm xa tuaj: Plaub Hlis-04-2024