Ke hoʻonui nei ka mākeke, ʻoi aku ka nui o nā mea pāʻani i ke kula, a ke kū mau nei nā kulekele maikaʻi, e wikiwiki ana i ka hoʻololi ʻana o ka mākeke O2O lāʻau lapaʻau.
ʻO ka mea i hala koke aku nei, ua komo mana ʻo SF Express ʻoihana hoʻopuka hoʻolaha i ka mākeke O2O lāʻau lapaʻau. Ua hoʻokumu ka lawelawe hoʻolaha kūloko o SF Express i kahi hoʻonā logistic i hoʻohui ʻia no "Internet + Healthcare," e uhi ana i ʻelua mau hiʻohiʻona ʻai lāʻau nui: lāʻau lapaʻau hou a me nā halemai pūnaewele. ʻO ka pahuhopu e hoʻonui i ka maikaʻi a me ka maikaʻi ma o ka multi-platform, full-link uhi model.
ʻO ka hāʻawi koke ʻana, ma ke ʻano he kumu hoʻohālike koʻikoʻi no ka ʻāpana O2O lāʻau lapaʻau, he mea nui ia no nā lāʻau lapaʻau i nā hale kūʻai hou. Wahi a ka ʻikepili hou loa mai Zhongkang CMH, ua ulu ka mākeke O2O lāʻau lapaʻau e 32% mai Ianuali a ʻAukake 2023, me ke kūʻai aku i 8 biliona yuan. ʻO nā papahana e like me Meituan, Ele.me, a me JD e hoʻomau i ka hoʻoikaika a hoʻopaʻa ʻana i kā lākou mau kaila pūnaewele.
I ka manawa like, ke hoʻonui nei nā kulekele i ka ulu ʻana o ka ʻoihana. E like me ka mea i hōʻike ʻia ma Nowemapa 6, ua hoʻomaka ʻo Shanghai i nā papahana hoʻokele no ka uku ʻana i ka lāʻau lapaʻau ma o nā kahua hāʻawi meaʻai. Ua launa pū nā keʻena pili i Shanghai me Ele.me a me Meituan, me nā kaukani lāʻau lapaʻau i hoʻokomo ʻia i loko o ka pailaka.
Ua hōʻike ʻia ma Shanghai, i ka wā e kauoha ai i nā lāʻau lapaʻau me ka hōʻailona "hōʻailona ʻinikua olakino" ma o Meituan a i ʻole Ele.me apps, e hōʻike ana ka ʻaoʻao e hiki ke uku ʻia mai ka moʻokāki kāleka ʻinikua olakino pilikino. I kēia manawa, ʻae wale kekahi mau lāʻau lapaʻau me ka hōʻailona "kauka inikua lapaʻau" i ka ʻinikua olakino.
Me ka ulu wikiwiki o ka mākeke, ke hoʻoikaika nei ka hoʻokūkū ma ka mākeke O2O lāʻau lapaʻau. ʻOiai ʻo ke kolu o ka ʻaoʻao nui loa o ka hoʻouna ʻana ma Kina, ʻo ke komo piha ʻana o SF Express e hopena nui i ka mākeke O2O lāʻau.
Hoʻoikaika i ka hoʻokūkū
Me ka wehe ʻana o Douyin a me Kuaishou i ke kūʻai aku ʻana i ka lāʻau lapaʻau a me ka SF Express e komo ana i ka mākeke hāʻawi koke i ka lāʻau lapaʻau, ʻo ka hoʻomohala wikiwiki ʻana o nā hale kūʻai kūʻai lāʻau hou he mea paʻakikī loa ia i nā hale kūʻai kūwaho kahiko.
Wahi a ka ʻike lehulehu, ua uhi ʻia ka hopena hoʻopuka lāʻau lapaʻau hou a SF Express i nā hiʻohiʻona koʻikoʻi o ka hoʻohana ʻana i nā lāʻau lapaʻau hou a me nā halemai pūnaewele.
Mai ka hiʻohiʻona o nā ʻoihana kūʻai lāʻau lapaʻau, hoʻopili ka lawelawe hoʻolaha kūloko o SF Express i nā ʻōnaehana lehulehu, e hoʻoponopono ana i nā pilikia o nā hana multi-channel. Hoʻololi ia i nā hana ma waena o nā paepae like ʻole, me nā kahua hoʻolaha, nā kahua hale kūʻai, a me nā kahua e-commerce lāʻau lapaʻau. Hōʻike ka hoʻonā i kahi hiʻohiʻona multi-capacity me nā hale kūʻai a me nā pilina hoʻouna, kōkua i nā lāʻau lapaʻau i ka hoʻopiha hou ʻana, ka hoʻokele waiwai, a me ka hoʻopau ʻana i nā ala waena e hoʻomaikaʻi i ka pono.
E pili ana i ka hoʻokūkū ikaika i ka logistics pharmaceutical, ua haʻi aku kahi mea hoʻolaha lāʻau lapaʻau ma South China i nā mea nūhou e paʻa mau ana nā ʻoihana loea lāʻau lapaʻau nui e like me Sinopharm Logistics, China Resources Pharmaceutical Logistics, Shanghai Pharmaceutical Logistics, a me Jiuzhoutong Logistics e paʻa mau ana nā kūlana. Eia nō naʻe, ʻaʻole hiki ke nānā ʻia ka hoʻonui ʻana o nā ʻoihana logistic socialized, ʻoi aku ka poʻe i hōʻike ʻia e SF Express a me JD Logistics.
Ma ka ʻaoʻao ʻē aʻe, ʻo ka hoʻonui nui ʻana o nā ʻoihana nui i nā hale kūʻai lāʻau lapaʻau hou e hoʻoikaika ana i ke kaomi ola ʻana ma nā ʻaoʻao āpau o ka kaiaola. Hoʻopili pololei nā lawelawe haukapila pūnaewele o SF Express i nā paepae diagnostic pūnaewele, e hāʻawi ana i kahi lawelawe hoʻokahi no "nā kūkākūkā pūnaewele + ka hāʻawi ʻana i nā lāʻau lapaʻau wikiwiki," e hāʻawi ana i kahi ʻike olakino maʻalahi a maikaʻi.
ʻO ke komo ʻana o nā kanaka nunui e like me SF Express i ka mākeke O2O lāʻau lapaʻau e wikiwiki nei i ka hoʻololi ʻana o nā lāʻau lapaʻau kuʻuna mai kahi huahana-centric a i kahi hoʻohālike hana hoʻomanawanui-centric. Ke lohi nei ka ulu ʻana o ka ʻoihana, ʻoi aku ka koʻikoʻi o ka nānā ʻana i nā mea kūʻai aku a me ka waiwai. Ua ʻōlelo kekahi mea lāʻau lapaʻau ma Guangdong, ʻoiai e kū ana nā lāʻau lapaʻau kuʻuna kuʻuna i nā pilikia, ʻoi aku ka mākaukau e mālama iā lākou. Hiki i nā lāʻau lapaʻau kaiaulu ke kū i nā hopena ʻoi aku ka nui.
Makeke Nui
ʻOiai ka wikiwiki o nā pilikia pūnaewele, ke pane ikaika nei nā lāʻau lapaʻau kuʻuna. No ka ʻoihana kūʻai lāʻau lapaʻau, e koi ana i ka hoʻomohala mau ʻana, ʻo ke ala no ka poʻe pilikua pūnaewele e komo ana i ka mākeke ʻaʻole me ka pilikia ʻole.
Ma Malaki 2023, ua hoʻouna ka State Council General Office i ka National Development and Reform Commission's notice on "Measures to Restore and Expand Consumption," e hoʻoikaika ana i ka hoʻomohala ikaika o "Internet + Healthcare" a me ka hoʻonui ʻana i nā keʻena lawelawe olakino.
Ma waho aʻe o ka hoʻomaikaʻi mau ʻana o nā kaʻina hana pūnaewele, ʻo ka hāʻawi ʻana i ka lāʻau lapaʻau ma ka hopena o ka lawelawe ua lilo i kumu nui no ka optimization. Wahi a ka "China Retail Pharmacy O2O Development Report" i hoʻokuʻu ʻia e Minet, ua manaʻo ʻia ma ka 2030, ʻo ka nui o ka hale kūʻai kūʻai kūʻai O2O e helu no 19.2% o ka huina o ka mākeke, a hiki i 144.4 biliona yuan. Ua hōʻike ʻia kahi luna lapaʻau multinational he nui ka mana o ka mālama ola kino no ka hoʻomohala ʻana i ka wā e hiki mai ana, a pono nā ʻoihana e hoʻoholo pehea e hoʻohana ai i ka mālama ola kino e hoʻolako i nā lawelawe maʻalahi i ka maʻi maʻi a me ke kaʻina hana.
Me ka lilo ʻana o ka hoʻololi kikohoʻe i mea maʻamau, ua lilo ka hoʻonohonoho kaila piha i mea ʻae ma waena o nā lāʻau kūʻai kūʻai. ʻO nā hui i hoʻopaʻa inoa ʻia i komo mua i O2O ua ʻike pālua i kā lākou kūʻai ʻana O2O i nā makahiki i hala. Ke oʻo nei ke kumu hoʻohālike, ʻike ka hapa nui o nā lāʻau lapaʻau kūʻai iā O2O ma ke ʻano he ʻano ʻoihana hiki ʻole. ʻO ka hoʻokomo ʻana i ka digitalization e kōkua i nā ʻoihana e ʻimi i nā wahi ulu hou ma ke kaulahao lako, e hoʻokō i nā pono koke o nā mea kūʻai aku, a hāʻawi i nā lawelawe hoʻokele olakino pololei.
ʻO nā hui lāʻau lapaʻau i hana mua a hoʻopukapuka mau i ʻike i kā lākou O2O kūʻai pālua i nā makahiki i hala iho nei, me nā hui e like me Yifeng, Lao Baixing, a me Jianzhijia e hōʻike ana i ka ulu ʻana ma mua o 200 miliona yuan. Hōʻike ka hōʻike kālā a Yifeng Pharmacy i ka makahiki 2022 he ʻoi aku ma mua o 7,000 mau hale kūʻai O2O i hoʻokele pololei ʻia; Loaʻa iā Lao Baixing Pharmacy he 7,876 mau hale kūʻai O2O ma ka hopena o 2022.
Hōʻike ka poʻe i loko o ka ʻoihana i ke komo ʻana o SF Express i ka mākeke O2O lāʻau lapaʻau e pili ana i kāna kūlana ʻoihana o kēia manawa. Wahi a ka SF Holding's Q3 loaʻa kālā hōʻike, SF Holding's loaʻa i ka Q3 he 64.646 billion yuan, me ka waiwai waiwai e pili ana i ka hui makua o 2.088 biliona yuan, he 6.56% ka nui o ka makahiki ma ka makahiki. Eia naʻe, ua hōʻike ka loaʻa kālā a me ka loaʻa kālā no nā hapaha mua ʻekolu a me Q3 i ka emi ʻana o ka makahiki.
Wahi a ka ʻikepili kālā i loaʻa i ka lehulehu, ʻo ka emi ʻana o ka loaʻa kālā o SF Express e pili ana i ke kaulahao lako a me nā ʻoihana honua. Ma muli o ka hoʻomau ʻana i ka emi ʻana o ka noi a me nā kumukūʻai o ka ea a me ke kai, ua emi ka loaʻa kālā o ka ʻoihana e 32.69% makahiki-ma-makahiki.
ʻO ka mea kikoʻī, ʻo ka ʻoihana SF Express ka nui o ka logistic express a me ke kaulahao lako a me ka ʻoihana honua. Ke emi nei ka huina kālā o ka ʻoihana kūkaʻi i nā makahiki ʻekolu i hala iho nei. Ma 2020, 2021, a me 2022, ua helu ʻia ka loaʻa kālā o ka ʻoihana hōʻike no 58.2%, 48.7%, a me 39.5% o ka loaʻa kālā o SF Express. Ua piʻi kēia lakio i 45.1% i ka hapa mua o kēia makahiki.
Ke hoʻomau nei ka ʻemi ʻana o ka loaʻa kālā o nā lawelawe hōʻike kuʻuna a ke komo nei ka ʻoihana logistics express i kahi pae hou o nā "kaua waiwai," ke alo nei ʻo SF Express i ka piʻi ʻana o ka hana. Ma waena o ka hoʻokūkū ikaika, ke ʻimi nei ʻo SF Express i nā manawa ulu hou.
Eia nō naʻe, i loko o ka mākeke hāʻawi koke O2O lāʻau lapaʻau piha, inā hiki i ka SF Express ke hopu i ka māhele mākeke mai nā ʻoihana pilikua e like me Meituan a me Ele.me ʻaʻole maopopo. Manaʻo ka poʻe i loko o ka ʻoihana ʻaʻohe pono o SF Express i ke kaʻa a me ke kumu kūʻai. Ua hoʻoulu mua nā paepae ʻaoʻao ʻekolu e like me Meituan a me Ele.me i nā ʻano mea kūʻai aku. "Inā hiki iā SF Express ke hāʻawi i kekahi mau haʻawina ma ke kumu kūʻai, hiki ke huki i kekahi mau mea kūʻai aku, akā inā loaʻa nā poho no ka wā lōʻihi, paʻakikī ke hoʻomau i kēlā ʻano ʻoihana."
Ma waho aʻe o nā ʻoihana i ʻōlelo ʻia ma mua, ua komo pū ʻo SF Express i ka logistic chain chain a me ka e-commerce ola, ʻaʻole i ʻoi aku ma mua o 10% o kāna mau hana holoʻokoʻa. Ke kū nei nā wahi ʻelua i ka hoʻokūkū ikaika mai nā mea hoʻokūkū e like me JD a me Meituan, e hana ana i ke ala o SF Express i ka holomua.
I ka ʻoihana hoʻokūkū hoʻokūkū o kēia lā, ʻaʻole i hiki i kona kiʻekiʻe, ke ulu nei nā hiʻohiʻona ʻoihana. ʻAʻole lawa nā lawelawe kuʻuna hoʻokahi wale nō e mālama i kahi kūlana hoʻokūkū. No ka hopu ʻana i ka māhele mākeke, pono nā ʻoihana i nā lawelawe ʻokoʻa. Inā hiki i nā hui logistics ke hoʻonui i ka ulu ʻana o nā mea kūʻai aku hou e hana i nā wahi ulu hana hou he manawa kūpono a paʻakikī hoʻi.
Ka manawa hoʻouna: ʻAukake-21-2024