Mugihe isoko ryaguka, abakinnyi benshi binjira mukibuga, kandi politiki nziza ikomeje kugaragara, byihutisha ihinduka ryisoko rya farumasi O2O.
Vuba aha, isosiyete ikora ibicuruzwa byihuta byihuta SF Express yinjiye kumugaragaro imiti ya O2O. Serivisi ishinzwe gutanga serivisi za SF Express yatangije igisubizo cyibikoresho bya “Internet + Ubuvuzi,” bikubiyemo ibintu bibiri byingenzi bikoreshwa mu buvuzi: imiti mishya y’ibicuruzwa n’ibitaro byo kuri interineti. Ikigamijwe ni ukuzamura ubuziranenge no gukora neza binyuze mumahuriro menshi, yuzuye-yuzuye yo gukwirakwiza.
Gutanga ako kanya, nkicyitegererezo cyingenzi kumiti ya O2O yimiti, nikintu cyingenzi cyibanda kuri farumasi mubucuruzi bushya. Dukurikije amakuru aheruka gutangwa na Zhongkang CMH, isoko rya farumasi O2O ryiyongereyeho 32% kuva muri Mutarama kugeza Kanama 2023, aho ibicuruzwa byageze kuri miliyari 8. Ihuriro nka Meituan, Ele.me, na JD ryiganje ku isoko, mu gihe farumasi zikomeye zashyizwe ku rutonde nka Farumasi ya Lao Baixing, Farumasi Yifeng, na Yixin Tang zikomeje gushimangira no kunoza imiyoboro yabo yo kuri interineti.
Muri icyo gihe, politiki irihutisha iterambere ry’inganda. Nkuko byatangajwe ku ya 6 Ugushyingo, Shanghai yatangiye gahunda y’icyitegererezo cyo kwishyura imiti yandikiwe binyuze ku mbuga zitanga ibiryo. Amashami ajyanye na Shanghai yagiye ahura na Ele.me na Meituan, hamwe na farumasi nyinshi zashyizwe muri pilote.
Biravugwa ko muri Shanghai, mugihe utumije ibiyobyabwenge byanditseho "ubwishingizi bwubuvuzi" ukoresheje porogaramu ya Meituan cyangwa Ele.me, urupapuro ruzerekana ko ubwishyu bushobora gutangwa kuri konte yubwishingizi bwubuvuzi bwa elegitoroniki. Kugeza ubu, farumasi zimwe gusa zifite ikirango cya "ubwishingizi bwubuvuzi" zemera ubwishingizi bwubuvuzi.
Hamwe niterambere ryihuta ryisoko, irushanwa mumasoko ya farumasi O2O rirakomera. Nkurwego runini rwagatatu rutanga ako kanya mubushinwa, SF Express yuzuye izagira ingaruka cyane kumasoko ya farumasi O2O.
Gukomeza Amarushanwa
Mugihe Douyin na Kuaishou bafunguye kugurisha imiti na SF Express binjira mumasoko yo gutanga imiti ako kanya, iterambere ryihuse ryibicuruzwa bishya bya farumasi byanze bikunze bigora amaduka gakondo yo kumurongo.
Nk’uko amakuru rusange abitangaza, igisubizo cya SF Express gishya cyo gutanga imiti gikubiyemo ibintu nyamukuru bikoreshwa mu buvuzi bw’ibicuruzwa bishya by’imiti n’ibitaro byo kuri interineti.
Duhereye ku mishinga icuruza imiti, serivisi ya Express Express yohereza ibicuruzwa ihuza sisitemu nyinshi, ikemura ibibazo byimikorere myinshi. Ihuza n'ibikorwa hirya no hino ku mbuga zitandukanye, harimo urubuga rwo gutanga, mu maduka, hamwe na e-ubucuruzi bwa farumasi. Igisubizo kirimo icyitegererezo cyubushobozi bwinshi hamwe nububiko noguhuza ibicuruzwa, gufasha farumasi mukuzuza, gucunga ibarura, no gukuraho intambwe zo hagati kugirango zongere imikorere.
Ku bijyanye n’amarushanwa akomeye mu bikoresho bya farumasi, umugurisha imiti mu Bushinwa bw’Amajyepfo yabwiye abanyamakuru ko amasosiyete akomeye y’ibikoresho by’imiti nka Sinopharm Logistics, Ubushinwa Resources Pharmaceutical Logistics, Shanghai Pharmaceutical Logistics, na Jiuzhoutong Logistics agifite imyanya yiganje. Ariko, kwagura ibigo byita ku bikoresho by’imibereho, cyane cyane bihagarariwe na SF Express na JD Logistics, ntibishobora kwirengagizwa.
Ku rundi ruhande, uruhare rw’ibigo binini mu bucuruzi bwa farumasi rushya byongera ingufu zo kubaho ku mpande zose z’ibidukikije. Serivisi za interineti za SF Express zihuza imbuga za interineti zo gusuzuma, zitanga serivisi imwe yo "kugisha inama kumurongo + gutanga imiti yihutirwa," itanga uburambe bwubuzima bwiza kandi bunoze.
Kwinjira kw'ibihangange nka SF Express mu isoko rya farumasi O2O byihutisha ihinduka rya farumasi gakondo ziva mu bicuruzwa-bishingiye ku bicuruzwa-bishingiye ku barwayi. Iyo iterambere ryinganda ridindije, kwibanda kumurongo wabakiriya nagaciro kiba ingenzi. Umukozi wa farumasi muri Guangdong yavuze ko nubwo farumasi gakondo zishobora guhura n’ibibazo, zifite ibikoresho byiza byo kubikemura. Farumasi yabaturage irashobora guhura ningaruka zikomeye.
Isoko ryuzuye
Nubwo ibibazo byihuta kumurongo, farumasi gakondo ziritabira neza. Ku nganda zicuruza imiti, zisaba iterambere rihoraho, inzira y'ibihangange bya enterineti yinjira ku isoko ntabwo ari imbogamizi.
Muri Werurwe 2023, Ibiro Bikuru by’Inama y’igihugu byohereje itangazo rya komisiyo y’igihugu ishinzwe iterambere n’ivugurura ryerekeye “Ingamba zo kugarura no kwagura ibicuruzwa,” ishimangira iterambere rikomeye rya “Internet + Ubuvuzi” no kunoza ibigo bitandukanye by’ubuvuzi.
Usibye gukomeza kunoza imikorere kumurongo, gutanga imiti kumpera ya serivise byabaye intego yibanze yo gukora neza. Raporo ya “Minisiteri y’iterambere ry’Ubushinwa O2O Iterambere” yashyizwe ahagaragara na Minet, bivugwa ko mu 2030, igipimo cya farumasi icuruza O2O kizaba 19.2% by’umugabane rusange w’isoko, kigera kuri miliyari 144.4. Umuyobozi mukuru w’imiti mpuzamahanga yerekana ko ubuvuzi bwa digitale bufite amahirwe menshi yiterambere ryigihe kizaza, kandi ibigo bigomba kumenya uburyo bwo gukoresha ubuvuzi bwa digitale kugirango bitange serivisi zoroshye mugupima no kuvura.
Hamwe noguhindura imibare igenda yiganje, imiterere-yuzuye yuzuye yabaye ubwumvikane muri farumasi nyinshi zicuruzwa. Urutonde rwinjiye muri O2O hakiri kare babonye O2O igurisha kabiri mumyaka yashize. Mugihe icyitegererezo gikuze, farumasi nyinshi zicuruza zibona O2O nkinzira yinganda byanze bikunze. Kwakira uburyo bwa digitale bifasha ubucuruzi kubona ingingo nshya ziterambere murwego rwo gutanga amasoko, guhuza ibyo abaguzi bakeneye byihuse, no gutanga serivisi zinoze zubuzima.
Uruganda rwa farumasi rwakoze hakiri kare kandi rushora imari rwabonye ibicuruzwa bya O2O byikubye kabiri mumyaka yashize, aho sosiyete nka Yifeng, Lao Baixing, na Jianzhijia zigaragaza iterambere rirenga miliyoni 200. Raporo y’imari ya Yifeng Pharmacy 2022 yerekana ko ifite amaduka arenga 7,000 akoreshwa na O2O; Farumasi ya Lao Baixing nayo yari ifite amaduka 7.876 O2O mu mpera za 2022.
Abashinzwe inganda bagaragaza ko kuba SF Express yinjira mu isoko rya farumasi O2O bifitanye isano n’ubucuruzi bwifashe ubu. Raporo y’inyungu ya SF Holding ya Q3 ivuga ko SF Holding yinjije muri Q3 yari miliyari 64.646, hamwe n’inyungu yaturutse ku kigo cy’ababyeyi kingana na miliyari 2.088, umwaka ushize wiyongereyeho 6.56%. Nyamara, amafaranga yinjira ninyungu zigihembwe cya mbere cyambere na Q3 byagaragaje kugabanuka kwumwaka.
Dukurikije amakuru y’imari aboneka ku mugaragaro, igabanuka ry’amafaranga yinjira muri Express Express ahanini rituruka ku masoko n’ubucuruzi mpuzamahanga. Kubera igabanuka rikomeje kugabanuka ry’ibicuruzwa mpuzamahanga byo mu kirere n’inyanja n’ibiciro, amafaranga y’ubucuruzi yagabanutseho 32,69% umwaka ushize.
By'umwihariko, ubucuruzi bwa SF Express bugizwe ahanini na logistique yo kugemura no gutanga amasoko hamwe nubucuruzi mpuzamahanga. Umubare winjiza mubucuruzi bwihuse wagabanutse mumyaka itatu ishize. Muri 2020, 2021, na 2022, ibicuruzwa byinjira mu bucuruzi byinjije 58.2%, 48.7%, na 39.5% by’amafaranga yinjira muri SF Express. Iri gereranya ryiyongereye kugera kuri 45.1% mu gice cya mbere cyuyu mwaka.
Mugihe ibikorwa bya serivisi byihuta byunguka bikomeje kugabanuka kandi inganda zikoresha ibikoresho byinjira mu cyiciro gishya cy "intambara zagaciro," SF Express ihura n’igitutu cy’imikorere. Hagati y'amarushanwa akaze, SF Express irimo gushakisha amahirwe mashya yo gukura.
Nyamara, mumasoko yuzuye ya farumasi O2O isoko ryo kugemura ako kanya, niba SF Express ishobora gufata imigabane yisoko mubihangange byinganda nka Meituan na Ele.me ntibiramenyekana. Abashinzwe inganda bavuga ko SF Express idafite inyungu mu muhanda no mu biciro. Ihuriro ryagatatu nka Meituan na Ele.me rimaze gutsimbataza ingeso zabaguzi. Ati: "Niba SF Express ishobora gutanga inkunga zimwe na zimwe ku biciro, irashobora gukurura abacuruzi bamwe, ariko niba igize igihombo kirekire, ubwo buryo bw'ubucuruzi buzagorana gukomeza."
Usibye ubucuruzi bwavuzwe haruguru, SF Express nayo igira uruhare mu bikoresho bikonje ndetse no kuri e-ubucuruzi bizima, nta na kimwe cyarenze 10% y'ibikorwa byacyo byose. Uturere twombi duhura n’amarushanwa akomeye aturuka ku bahanganye nka JD na Meituan, bigatuma inzira ya Express Express igana ku ntsinzi itoroshye.
Muri iki gihe inganda zipiganwa zipiganwa, zitaragera ku rwego rwo hejuru, imishinga yubucuruzi iratera imbere. Serivise gakondo imwe yonyine ntabwo ikiri ihagije kugirango ikomeze irushanwa. Gufata imigabane yisoko, ibigo bikeneye serivisi nziza zitandukanye. Niba amasosiyete akoresha ibikoresho ashobora kubyaza umusaruro uburyo bushya bwo kugura ibintu kugirango habeho iterambere rishya ryimikorere ni amahirwe kandi ni ikibazo.
Igihe cyo kohereza: Kanama-21-2024