A wannan shekara babban shekara ne ga masana'antar masana'antar, tare da gasa mai tsananin zafi da flags na yaƙi suna tashi:
A watan Yuni, J & T Bayanin da aka gabatar da takardun jeri a kan musayar hannun jari na Hong Kong; A watan Agusta, SF Express (002352.sz) ya nemi jerin sakandare akan musayar hannun jari na Hong Kong; A watan Satumba, Ciaoo kuma ya ƙaddamar da takardun shiga a kan musayar hannun jari na Hong Kong.
Kawakan da Kattai suna da kusanci, da alama suna shirye don fara sabon zagaye na yaƙi.
Akwai wani muhimmin koma baya ga wannan: Tunda an ɗaga ƙuntatawa a farkon rabin shekarar, farashin kowane kunshin ga duk kamfanonin Courier sun ragu. Shentong Express (002468.sz), wanda ya ga wani yanki mai girma, ya faɗi farashin kowane kunshin ta kashi 8.2% zuwa yuan 2.35 zuwa 2.35 zuwa farkon sabon zagaye na farashin.
Ko da JD.com (JD.O, 09618.hk), wanda koyaushe yana sanya kanta a matsayin babban aiki, saukar da bakin saitin jigilar kaya daga Yuan zuwa 59 Yuan zuwa farkon.
Shin wannan zagaye na gasa kawai maimaitawa na yaƙe-yaƙe na baya?
A farfajiya, yaki ne mai farashi, amma a zahiri, shine gasar ta duniya.
Tattaunawa da masana'antar masana'antar kasar Sin babu makawa ta nan gaba ɗaya ta hanyar kasuwanci.
A halin yanzu, asusun ajiya na E-Comport na sama da kashi 80% na kunshin Express, da kuma ƙimar tallace-tallace na e-kasuwanci yana da matukar mahimmanci fiye da na Reshen sayar da kayayyakin ciniki.
Bayan kowace ƙungiyar kasuwancin e-e-gudun hijira a China, akwai kamfanin dabarun dabaru,, kamar Alibaba ta (02988.hk) Zeao, da Pinduduo's (PDDUO) J & T Bayyana.
Dangane da kamfanonin kasuwanci, kamfanonin E-kamfanoni na kamfanoni guda uku sun bambanta sosai: JD Logistes yana aiki da farko, Caiaoo da farko suna aiki a matsayin dandalin fannoni, da J & T Expressimes samfurin franceri.
Ko da yake Cainiyao ya taba da'awar hakan bai shiga cikin ayyukan sufuri ba, daga Daniao zuwa Cerioo Island, a yanzu kasar Caurier a cikin Caurier ya zama da muhimmanci.
A halin yanzu, Caiao Express kansa kanta a matsayin sabis na mai inganci, yana taimaka wa kasuwanci kai tsaye ta Alibaba (TMall Supermarket.
Wani babban bambanci tsakanin kamfanonin uku sune kasuwancinsu na kasashen waje.
Ceaoo ya samar da kashi 47% na kudaden shiga ta daga rikice-rikicen ta duniya, gami da kayan kasar Sin kuma ana shigo da kayayyakin kasashen waje da kuma kayayyakin kasashen waje. Kamfanin shine mafi girman kamfanin E-Comprics na kan iyaka na giciye a duniya.
Cainiya kuma ya samo kashi 46% na kudaden shiga na gida, tare da samun kudin kasafin kudi na kashi 2022 (Kamfanin Kamfanonin Cainoo), ranking a cikin kamfanonin E-Commence.
J & T. A cikin shekaru uku kawai, ya kai sikelin Yuan biliyan 28.3 a kasuwar kasar Sin, tare da kasawa na kashi 10.9% ta hanyar kunshin, sahu.
A bara, J & T Fasseled da aka samar da wani kudaden shiga na 16.4 Yuan biliyan daga kudu maso gabashin Asiya daga Kudancin Asiya daga Kudancin Asiya daga Kudancin Asiya, yana ba da lissafin 33% na jimlar kudaden shiga.
Kodayake JD Troistical yana da wasu gaban kasashen waje, musamman yana aiki a China.
Ba wai kawai e-production dabaran, amma SF Express ya shiga cikin kasuwar kudu maso gabas a cikin kudu maso gabas a cikin 2021 ta hanyar sayen dabarun kery. A halin yanzu, shugaba ne tsakanin kamfanoni masu wanzu a kudu maso gabas Asiya. Babban dalilin wannan zagaye na kudade a kan kudade na kudade a kan Hong Kong na hannun jari shine don inganta karfin labarai na duniya da tsallakewa.
Ya tabbata cewa kamfanoni suna neman bayar da kudade a wannan zagaye suna da wani sikelin kasuwancin kasashen waje. Yakin farashin kawai facade ne; Dalilin ya riga ya fizge zuwa gasar ta duniya.
Gasa a cikin daidaitaccen sikelin da riba.
A cikin mahallin gasa na duniya, kasuwar Sinanci ba ta da mahimmanci, amma kada hukuraye kada a rufe su da nasarorin da asarar birni guda. Daga qarshe, duk ya sauko don gasa a cikin sikelin gaba ɗaya da riba.
Daga cikin kamfanonin kamfanonin e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-e-yuan, tare da Yuan Yuan, da J & T bayyana na biliyan 502.
Dukkanin dabarun JD da J & T Express sun yi mahimman sigogi a cikin 'yan shekarun nan.
JD Litisticsed Kasoue Express a cikin watan Agusta 2020 da Deppon logistics (603055.sh) a cikin Yuli bara.
J & T bayyana abubuwan da ake samu a Kudu maso Gabas ta Kudu daga watan Yuni zuwa Agusta 2021, mafi kyawun bayyana a watan Mayu na Bayyanar Franchise na Franchise.
A cikin sharuddan ci gaban kwayoyin kadai, kasar kasar Cainoo ya wuce JD Logister na wannan shekara, tare da yawan ci gaban JD Troistics ci gaba da raguwa.
Tun da shekarar kasafin Cainoo ba shekara ce ba shekara, ta amfani da bayanai daga farkon rabin wannan shekara, Organio girma na Organic shine 24.7%, har yanzu yana da sauri sauri '5.9%.
J & T Express, wanda ya shiga kasuwar cikin gida da daɗewa, ta ga farashin ci gaban ƙasa a farkon matakan wannan shekara (a cikin sharuddan girma na farko (a cikin sharuddan.
A cikin sharuddan riba, babbar hanyar Caiao ta fi kan dabaru na JD, da kuma bin leda a farkon kasafin kudi na 2023, yayin da ake ci gaba da logistes na farko, yayin da har yanzu JD Tristics har yanzu suna da asara.
J & T Bayyana babbar gefe kawai kawai ya zama tabbatacce a farkon rabin wannan shekara, tare da ci gaba gaba ɗaya na ci gaba, tare da wani ribar riba gaba daya na -19.9% a bara.
Babban dalibi na JD JD JD ba shi da irin wannan kyawawan bayanan kuɗi.
JD logistic: nasara saboda JD, gwagwarmaya saboda JD
Liu Qiangdong ya taba cewa, "A nan gaba, za a iya samun kamfanonin Courtier biyu ne kawai suka tsira daga Masallacin Logistical, daya ne, kuma ɗayan shine SF Express."
Wannan magana rabin daidai ne.
A wancan lokacin, alibaba bai shiga ayyukan aikawa ba, kuma kamfanoni kamar SF Express da ukun ba su da fafatawa ga JD ko SF Express. Duk da haka, sikelin da aka yi amfani da shi na alibaba ya girma ya fi girma, kuma Pinduooo ya fito.
Kamar yadda kamfanonin e-kasuwanci suka kai wani matakin ci gaba, dole ne su karfafa iko kan kashin dabaru. Hanyoyi masu sarrafawa da aka yiwa za su iya rage farashi, haɓaka ingancin sabis, da inganta ci gaban kasuwanci, don haka yana ciyar da ƙarin umarni.
Daga wannan hangen nesa, ba zai yiwu ba cewa manyan kasuwancin E-JD, alibaba, Pinduoduo, da Douloduo, da Douloduo, da Douyin-zai taimaka wa junanar kasuwancin su girma.
JD Da'irar da aka inganta tare da goyon bayan JD. A bara, a bara, kashi 74% na JD na kammala cikawar JD JD an ba da gudummawa ga JD Lissistanis, babban rabo.
Koyaya, saboda kansa girma girma, JD ba zai iya ba da ƙarin tallafi ga jd dabaru.
A bara, samfuran lantarki na JD na JD na JD na JD.
A cikin farkon rabin wannan shekara, ƙimar girma na samfuran lantarki da kayan aikin gida sun sake komawa zuwa 5..2% rage-shekara-shekara-shekara.
A cikin shekarar da ta gabata da farkon rabin wannan shekara, JD Logistics daga JD ya yi girma da kashi 5.4% kuma ya ragu da 2.4%, bi da bi da shi.
Daga hangen tattalin arziƙi na sikeli, JD logistic dole ne ya fadada karin abokan ciniki na waje.
JD Logistes rarrabe abokan cinikinsa cikin nau'ikan uku: Groupungiyoyin JD, abokan cinikin sarkar sarkar, da sauran abokan cinikin na waje.
Babban bambanci tsakanin na karshen shine cewa hadin gwiwar samar da kayan adon yana ba da cikakkun ayyukan sarkar kamar manyan abokan ciniki, inda batun ya sami abin da kuka biya.
Tun daga shekarar 2019, yawan ci gaban abokan cinikin waje sun fitar da na abokan cinikin sarkar na waje, suna nuna cewa kokarin da kamfanin ya fadada karshen wannan bai yi nasara ba.
Haka kuma, dandamali kamar Dististic da Kuashou ya ba su "sauran abokan ciniki na waje," in ji wasu abokan ciniki na waje, "da kuma gasa tare da SF Express, Tongdachang, da sauransu a kan wannan salon.
A ranar Yuli, da sayo dabarun deppon da aka kawo a cikin sauran abokan ciniki.
A sakamakon haka, duk da kasancewa Kamfanin Kamfanin Lantarki na biyu, har yanzu yana da gagarumar babban rarar gefe tare da sf Express kamar SF Express.
Liu Qiangdong a bayyane yake watsi da tasirin kasuwanci akan kamfanonin da aka yi. JD Troistics bai tsere wa matsayin dabarun e-Propristics ba. Ana iya faɗi cewa ya yi nasara saboda JD da gwagwarmaya saboda JD.
Tafiya: J & T Express da Cainooo
Kamar yadda aka ambata a baya, babban jigon wannan zagaye na gasar karar gasar karawar da ke faruwa a duniya.
Wannan ba kawai saboda kasuwannin kasashen waje ba su ba da damar ci gaba amma kuma saboda bayanan riba a waɗannan kasuwannin sun fi kyau.
Take J & T bayyana a matsayin misali, farashin kowane yanki a cikin kasuwar kudu maso gabas kusan sau uku yana kusan 20% a bara, mafi girma gefe zuwa 20% a bara, sama da sf Express. Wannan shine kwarin gwiwa a bayan J & T ya koma kasuwar cikin gida.
Ko da yake Cainoo ba ta sanar da babban gefe ba da kuma samun kudade a kowane kunshin kuɗi, lissafin kudaden shiga na shekarar 20223 na shekara ta 2023, kuma yana da yawa shekara . Sabanin haka, matsakaicin kudaden shiga na kowane tsari don dabarun gida kasa da 15 yuan kuma yana da sannu a hankali raguwa.
Sararin tunani don kasuwancin kan iyaka ya zama mafi girma.
A cikin sharuddan ƙarar kunshin, Ciaooo shine mafi girman kamfanin E-Comprics iyaka a duniya, sa hannu a farko a duka fitarwa na kasar Sin kuma shigo da E-Proprics. Cainiya kuma yana da mafi girman cibiyar sadarwa ta Earfioation Earfious-Earfious na Giciye Duniya.
Kamfanoni uku na kasar Sin a manyan Goma: zamanin da aka kawo gasar gasar duniya ta zo
Logistic da tsohuwar masana'antu ne, ta samo asali daga hanyar jigilar ruwa da jigilar ruwa, da kuma jigilar iska, da kuma jigilar kayayyaki na gari da kuma jigilar kayayyaki.
Gabaɗaya, Kamfanonin Sin sun yi magabta a wannan masana'antu. Daga cikin kamfanonin kungiyoyi guda na duniya, ba su da kamfanonin Sinawa, duk suna kan hidimter a cikin kasashe masu tasowa kamar Amurka, Jamus, Jamus, da Faransa.
Kamfanoni na kasar Sin uku a saman goma sune sf bayyana (na hudu), JD Trielation (Biyar), da Caiaoo (na goma). Lura da saurin ci gaban masana'antar kasuwanci ta Sin da har yanzu har yanzu mukamin taro a masana'antar masana'antu, har yanzu kamfanonin kasar Sin har yanzu suna da damar babban abu.
Wannan mai yiwuwa ne ya sa Express ɗin J & T Express ya dage kan komawa kasuwar kasar Sin.
Tare da babban sikelin da aka samu, ci gaban e-commentes, da kuma fitar da kayan Sinawa, gasar gasar ta duniya ta zama babban jigon sabon fafatawa.
Biyo da wannan rairar kasuwanci na kasuwanci, China ta ga karar kamfanoni da dama, kamar su JD Logistics, Cainoo, da J & T Express.
Tun farkon wannan shekara, sabon zagaye na yaƙin Courier ya fara, tare da kamfanonin da ke amfani da su tallafin kasuwar jari bayan wani.
Koyaya, ya yi zurfin zurfin, yakin lamari ne kawai; Babban manufar Kudin shine a duniya, wanda shine babban jigon wannan zagaye na gasa.
Sakamakon canjin Alibaba zuwa aikin kai da kuma hauhawar Pinduoduo, waɗannan kamfanonin suna ƙara mayar da hankali kan sarrafa sashin dabaru. Hasashen Liu Qiangdong cewa za a sami kamfanonin da ke da alaƙa biyu a China sun karye.
Saurin tashi daga kasuwancin Doule yana da ƙarin masu canji ga masana'antar da aka yi.
A cikin wannan tsari na canji, JD Logistics, wanda sau ɗaya yana da farkon ci gaba da gasa daga SF Express da sauransu, wanda ya haifar da jinkirin ci gaba da riba.
Ceaoio da J & T bayyana, a gefe guda, sun amfana da manyan yanayin kamfanoninsu kuma sun sami damar cewa har yanzu kamfanonin da ke cikin Sin har yanzu suna da babban damar.
Lokaci: Jul-2920