“Ngemva kokusebenza isikhathi esengeziwe ebusuku kakhulu, sengijwayele ukudla ibhodwe elishisayo elizifudumezayo noma ukupheka iphakethe lama-noodle e-snail ukuze nganelise indlala yami.” UNksz Meng womndeni wakwaBeipiao utshele intatheli ye-“China Business Daily”. Kulula, kuyamnandi futhi akubizi kakhulu ngoba uthanda ukudla okulula.
Ngesikhathi esifanayo, intatheli ithole ukuthi indlela elula yokudla okusheshayo idonsele ukunaka okukhulu. Muva nje, uhlobo lokudla okusheshayo olufakwe esikhwameni "isikhwama sokupheka" kanye nohlobo lokudla okusheshayo olulula "iBagou" baqede imijikelezo emisha yokuxhasa ngokulandelana. Ngokwezibalo ezingaphelele ezivela kuntatheli, kusukela ngonyaka odlule, inani eliphelele lendlela elula yokudla okusheshayo lidlule i-yuan eyizigidi eziyinkulungwane.
Abantu abaningi ababuzwe imibuzo bakholelwa ukuthi intuthuko esheshayo yokunethezeka kanye nokudla okusheshayo kuhlobene nomnotho wokuhlala ekhaya, umnotho ovilaphayo, kanye nokuthuthukiswa kobuchwepheshe. Intuthuko encane isibe yinto engenakugwenywa.
Umhlaziyi wemboni yokudla waseShayina uZhu Danpeng ukholelwa ukuthi imakethe yokudla okulula kanye nokudla okusheshayo isenendawo enkulu yokuthuthuka esikhathini esizayo. Uqhube wathi, “Njengoba inzuzo yabantu besizukulwane esisha iqhubeka nokuba ngaphezulu, ukudla okulula kuzoba nesikhathi sokukhula okusheshayo iminyaka emi-5 kuya kweyisithupha.”
Ithrekhi Eshisayo
“Esikhathini esidlule, ama-noodle asheshayo nama-noodle asheshayo ayefika engqondweni lapho kukhulunywa ngokulula nokudla okusheshayo. Kamuva, lapho ama-noodle e-snail ethandwa kuyo yonke i-inthanethi, ayevame ukuthengwa. Kungase kube ngenxa yokusesha okuvamile. Ipulatifomu ye-e-commerce yancoma imikhiqizo yokudla okusheshayo eyengeziwe ngokwezintandokazi zomuntu siqu. Ngisanda kuqaphela ukuthi kunezinhlobo eziningi ezintsha kanye nezinhlobo eziningi,” kusho uNkk. Meng etshela izintatheli.
Njengoba uNkk. Meng eshilo, eminyakeni yamuva nje, insimu yokunethezeka nokudla okusheshayo iqhubekile nokukhula, futhi abadlali abaningi bayahlanganyela. Ngokusho kwedatha yeTianyancha, kunezinkampani ezingaphezu kuka-100,000 ezisebenza "ekudleni okulula". Ngaphezu kwalokho, ngokombono wokusetshenziswa, izinga lokukhula kokuthengisa kokunethezeka nokudla okusheshayo nalo lisobala. Ngokusho kwezibalo ezivela ku-Xingtu, ngesikhathi sokukhushulwa kwe-"6.18" okusanda kuphela, ukuthengiswa kokunethezeka nokudla okusheshayo ku-inthanethi kukhuphuke ngo-27.5% unyaka nonyaka.
Intuthuko esheshayo yokunethezeka nokudla okusheshayo iqhutshwa yizici ezahlukahlukene. UXu Xiongjun, umsunguli weJiude Positioning Consulting Company, ukholelwa ukuthi “ngaphansi kwethonya lezabelo ezifana nomnotho wokuhlala ekhaya, umnotho ovilaphayo kanye nomnotho owodwa, ukulula nokudla okusheshayo kukhuphuke ngokushesha eminyakeni yamuva. Ngesikhathi esifanayo, inkampani ngokwayo iyaqhubeka nokwethula imikhiqizo elula nengabizi kakhulu, okwenza imboni yokulula nokudla okusheshayo ibonise ukuthambekela okukhulu.”
ULiu Xingjian, umlingani osungula i-Daily Capital, uthe ukuchuma kwale mboni kubangelwa izinguquko ekudingweni nasekuhlinzekweni. Uthe, “Imikhuba yokusebenzisa ibilokhu ishintsha eminyakeni yamuva nje. Isidingo sabathengi esihlukahlukene sibangele ukuvela kwemikhiqizo emisha eminingi. Ngaphezu kwalokho, kuhlobene nentuthuko yezimboni kanye nokuthuthukiswa kobuchwepheshe.”
Ngemuva kokukhula kwesidingo sabathengi, indlela elula yokudla okusheshayo ikhule yaba yindlela efinyelela ku-100 billion. I-“2021 Convenience and Fast Food Industry Insight Report” ekhishwe yi-CBNData iveze ukuthi imakethe yasekhaya kulindeleke ukuthi idlule ku-250 billion yuan.
Kulesi simo, eminyakeni emibili edlule, kube nezindaba eziqhubekayo zokuxhaswa ngemali endleleni yokudla okusheshayo elula. Isibonelo, iBagou isanda kuqeda umjikelezo we-Pre-A wokuxhaswa ngemali kwamashumi ezigidi zama-yuan, kanti i-Cooking Bags nayo iqede umjikelezo we-Pre-A wokuxhaswa ngemali kwacishe kube yizigidi eziyi-10 zama-yuan. Ngaphezu kwalokho, i-Akuan Foods ifuna ukudalulwa emphakathini ngemuva kokuqeda umjikelezo ophindwe kaningi wokuxhaswa ngemali. Iqede umjikelezo ophindwe kahlanu wokuxhaswa ngemali eminyakeni emithathu kusukela ku-HiPot, okuhlanganisa ne-Hillhouse Capital nezinye izikhungo zokutshalwa kwezimali ezaziwayo.
ULiu Xingjian ukhombe ukuthi “imikhiqizo emisha nesezingeni eliphezulu ethole uxhaso lwezimali inezinzuzo ezithile maqondana nochungechunge lokuhlinzeka, ubuchwepheshe, kanye nokuqonda abasebenzisi. Isibonelo, ukuhlanganisa uchungechunge lokuhlinzeka ngomthombo, ukwenza ngcono umugqa wezindleko, kanye nokuthuthukisa ulwazi lokudla lwabathengi ngokusebenzisa ubuchwepheshe obusha, njll., kubalulekile futhi ukuqonda izidingo zomsebenzisi. Umqondo oyisisekelo womkhiqizo ukwenza ngcono imikhiqizo njalo ngenhloso yokwenza kube lula, kube mnandi, kanye nokusebenza kahle kwezindleko, futhi le mikhiqizo isebenza kahle ngokwemvelo maqondana namazinga okuthengisa nokuthenga kabusha aguquguqukayo.”
Izigaba Zemakethe Yemidlalo
Intatheli ifune amapulatifomu ahlukahlukene e-e-commerce futhi yathola ukuthi okwamanje kunezinhlobonhlobo zemikhiqizo yokudla okulula nokusheshayo, okuhlanganisa i-hot pot ezifudumezayo, i-pasta, i-porridge esheshayo, ama-skewers, i-pizza, njll., futhi izigaba zibonisa ukuthambekela kokuhlukahluka nokuhlukaniswa. Ngaphezu kwalokho, ukunambitheka komkhiqizo nakho kuhlukaniswe, njenge-Liuzhou snail noodles, i-Guilin rice noodles, i-Nanchang mixed noodles, kanye ne-Changsha lard mixed noodles eziqalwe yinkampani mayelana nezici zendawo.
Ngaphezu kwalokho, imboni iphinde yandisa futhi yahlukanisa izimo zokusetshenziswa kokudla okulula nokusheshayo, okwamanje okuhlanganisa izimo zokusetshenziswa njengokudla komuntu oyedwa, ukudla komndeni, ukudla okulula okusha kwasebusuku, izigcawu zangaphandle, kanye nokwabelana ngezindlu zokulala. Izigcawu.
Kulokhu, uLiu Xingjian uthe uma imboni ithuthuka ifinyelela esigabeni esithile, kungumthetho ongenakugwenywa ukushintsha kusukela ekuthuthukisweni okukhulu kuya ekusebenzeni okucwengekile. Imikhiqizo emisha idinga ukufuna izindlela zokuhlukanisa emikhakheni ehlukene.
"Ukuhlukaniswa kwezimboni kanye nokuphindaphinda kwamanje kungumphumela wokuthuthukiswa kohlangothi lwabathengi okuphoqa ukusungula izinto ezintsha kanye nokuthuthukiswa kohlangothi lwezimboni. Esikhathini esizayo, umzila wokuhlukaniswa kwezimboni wokudla okulula kwaseShayina uzongena esimweni sokuncintisana esibanzi nesinobukhulu obuningi, futhi amandla omkhiqizo azoba yinto ebalulekile emabhizinisini ukwakha imboni yawo. Isihluthulelo sesithiyo." kusho uZhu Danpeng.
USolwazi Sun Baoguo, isazi sezemfundo se-Chinese Academy of Engineering, wake waveza ukuthi isiqondiso esiyinhloko sentuthuko yesikhathi esizayo yokudla okulula ngisho nokudla kwaseShayina ngamagama amane, okungukuthi “ukunambitheka nempilo”. Intuthuko yemboni yokudla kufanele ibe nokunambitheka kanye nokugxile empilweni.
Eqinisweni, ukuvuselelwa kokudla okulula nokusheshayo kungenye yezindlela zokuthuthukiswa kwezimboni kanye nokuguqulwa eminyakeni yamuva nje, futhi izinkampani eziningi zishintshela ekudleni okunempilo ngokusebenzisa ubuchwepheshe obusha. Thatha isigaba sama-noodle asheshayo njengesibonelo. Impilo yalolu hlobo lwebhizinisi ibonakala kakhulu ekunciphiseni uwoyela kanye nokwandisa ukudla okunomsoco. Ngokusho kokwethulwa okusemthethweni kwe-Jinmailang, ihlangabezana nezidingo zabathengi "zokunciphisa uwoyela, usawoti kanye noshukela" ngokusebenzisa ubuchwepheshe bokupheka obu-0-frying kanye nobuchwepheshe bokomisa nge-FD. Ngaphezu kwama-noodle asheshayo, imikhiqizo eminingi emisha kanye nemikhiqizo egxile empilweni iye yavela emakethe yokunethezeka kanye nokudla okusheshayo, njengesobho lenkukhu elidala elisheshayo eligxile ekudleni okunomsoco, i-noodle ebandayo ye-konjac enamafutha aphansi, ama-noodle aselwandle, njll.; imikhiqizo esezingeni eliphezulu egxile empilweni kanye nama-calories aphansi njenge-Super Zero, i-Orange Run, njll.
Imikhiqizo emisha isho ukwanda kwezindleko. Umuntu ophethe ifektri yokucubungula ukudla eHenan utshele izintatheli, “Ukuze sithuthukise imikhiqizo emisha enempilo, ifektri yethu yakhe ilabhorethri yangaphakathi yemikhiqizo ezithuthukisile kanye nokuhlolwa komkhiqizo oqediwe, njll., kodwa lokhu kwenza nezindleko zikhuphuke.” UCai Hongliang, umsunguli kanye nosihlalo womkhiqizo weZihai pot, wake watshela abezindaba, “Ukusetshenziswa kobuchwepheshe bokomisa iqhwa kunyuse izindleko ezihlobene ngokuphindwe kane.” ULiu Xingjian waveza, “Esikhathini sokuthembela ekuphumeleleni okukhulu ukuze siwine umhlaba Esikhathini esidlule, amabhizinisi kudingeka aqhubeke nokuhlaziya imigqa yemikhiqizo, anciphise izindleko, futhi ahlangabezane nesidingo sabathengi, okubuye kuvivinye amakhono ochungechunge lokuhlinzekwa kwamabhizinisi.”
Kuyaphawuleka ukuthi izinkampani eziningi seziqalile ukuthuthukisa izintambo zazo zokuphakelwa. Ngokusho kolwazi lomphakathi, i-Akuan Foods inezisekelo ezinhlanu zokukhiqiza futhi inikeza izinsizakalo ze-OEM zemikhiqizo eminingi eyaziwayo. I-Zihi Pot itshale imali ezimbonini ezingaphezu kweshumi nambili ezisezingeni eliphezulu, ihlose ukuhlanganyela ngokujulile ezitsheni ezisezingeni eliphezulu nezinye izithako nokulawula ukusebenza kwezindleko.
UFang Ajian, umsunguli kanye ne-CEO yeBagou, uthe yize umkhuba wokulungiswa kwezindinganiso zokudla uqhubekisele phambili ukwenziwa ngcono kochungechunge lokuphakelwa kokudla okusheshayo, kweminye imikhiqizo, uhlelo lokuphakelwa kokudla okusheshayo alunaso isisombululo esilungisiwe maqondana nokubuyiselwa kokunambitha; ngaphezu kwalokho, kukhona amafektri asezingeni eliphezulu. Inkinga yokuncika endleleni yesikhathi eside kanye nokuntuleka kwesisusa sokuvuselela inqubo yokukhiqiza kusho ukuthi ukuthuthukiswa kochungechunge lokuphakelwa kumele kuqedwe ngohlangothi lwesidingo. Uthe, "IBagou okwamanje ilawula izixhumanisi zokukhiqiza eziyinhloko futhi inciphisa izindleko zokukhiqiza ngokulandelela izindleko kanye nokuguqulwa okujulile kochungechunge lokuphakelwa. Ngemizamo yonyaka owodwa, izindleko zenkontileka eziphelele zochungechunge lonke lwemikhiqizo zincishisiwe ngo-45%.
Ukuncintisana phakathi kwemikhiqizo emidala nemisha kuyashesha
Intatheli iphawule ukuthi abadlali bamanje emakethe yokunethezeka nokudla okusheshayo bahlukaniswe kakhulu ngemikhiqizo emisha efana neLamenshuo, iKongke, neBagou, kanye nemikhiqizo yendabuko efana neMaster Kong kanye ne-Uni-President. Izinkampani ezahlukene zinezidingo ezihlukile zokuthuthukiswa. Njengamanje, imboni isingene esigabeni sokuthuthukiswa komncintiswano onempilo phakathi kwemikhiqizo emisha neyakudala. Imikhiqizo yendabuko ihambisana nomkhuba ngokwethula imikhiqizo emisha, kuyilapho imikhiqizo emisha isebenza kanzima ezigabeni ezintsha kanye nokumaketha kokuqukethwe ukuze ithathe indlela ehlukile.
UZhu Danpeng ukholelwa ukuthi abakhiqizi bendabuko kakade banemiphumela yomkhiqizo, umphumela wesikali, kanye nemigqa yokukhiqiza evuthiwe, njll., futhi akunzima ukusungula, ukuthuthukisa, nokuphindaphinda. Kumabhrendi amasha, kusadingeka ukuphishekela uchungechunge oluphelele lokuhlinzeka, ukuzinza kwekhwalithi, ukusungula izinto ezintsha endaweni, ukuthuthukiswa kwesistimu yesevisi, ukuthuthukiswa kokunamathela kwamakhasimende, njll.
Uma sibheka izenzo zamabhizinisi endabuko, amabhizinisi afana ne-Master Kong kanye ne-Uni-President aya phambili. Ekuqaleni kwalonyaka, i-Jinmailang yethule uhlobo lwe-Ramen Fan olusezingeni eliphezulu; ngaphambilini, i-Master Kong yethule izinhlobo ze-“Suda Noodle House”; i-Uni-President yethule uchungechunge lwezinhlobo ze-“Man-Han Dinner” kanye ne-“Kaixiaozao”, futhi yavula isitolo esisemthethweni esihlukile.
Ngokombono wamasu amasha omkhiqizo, i-Akuan Foods ne-Kongke bathatha indlela ehlukile. Isibonelo, i-Akuan Foods ibambe izici zesifunda futhi yethule cishe izinto eziyi-100 ezifana ne-Sichuan Noodles Series kanye ne-Chongqing Small Noodles Series; i-Kongke ne-Ramen Said ukuze bangene esigabeni semakethe yolwandle oluluhlaza okwesibhakabhaka, eyokuqala igxile ku-pasta, kanti eyesibili igxile ku-ramen yaseJapan. Ngokuphathelene neziteshi, ezinye izinhlobo ezintsha ziqale umgwaqo wokuhlanganiswa kwe-inthanethi nokungaxhunyiwe ku-inthanethi. Ngokusho kwe-prospectus ye-Akuan Foods, kusukela ngo-2019 kuya ku-2021, imali engenayo yokuthengisa iziteshi zayo eziku-inthanethi izoba yi-yuan eyizigidi ezingama-308, i-yuan eyizigidi ezingama-661 kanye ne-yuan eyizigidi ezingama-743 ngokulandelana, ikhula unyaka nonyaka; inani labathengisi abangaxhunyiwe ku-inthanethi liyakhula, ngokulandelana izindlu ezingama-677, 810, 906. Ngaphezu kwalokho, ngokusho kukaFang Ajian, isilinganiso sokuthengisa se-Bagou online kanye nokungaxhunyiwe ku-inthanethi singu-3:7, futhi sizoqhubeka nokusebenzisa iziteshi ezingaxhunyiwe ku-inthanethi njengesikhundla saso esikhulu sokuthengisa esikhathini esizayo.
“Kulezi zinsuku, imboni yokudla okulula kanye nokudla okusheshayo isahlukaniswa, kanti nemikhiqizo emisha nayo iyakhula lapha. Izimo zokusetshenziswa, ukuhlukahluka kwamaqembu abathengi, kanye nokuhlukana kweziteshi kusaletha amathuba okuba imikhiqizo emisha ivelele,” kusho uLiu Xingjian.
UXu Xiongjun utshele izintatheli ukuthi, “Kungakhathaliseki ukuthi uhlobo olusha noma uhlobo lwendabuko, okubalulekile ukwenza umsebenzi omuhle ekubekeni indawo efanele kanye nokusungula izinto ezintsha, kanye nokuhlangabezana nezintandokazi zokusetshenziswa kwentsha. Ngaphezu kwalokho, amagama amahle emikhiqizo kanye neziqubulo azinakwa.”
Isikhathi sokuthunyelwe: Disemba 15-2022