{"id":27418,"date":"2024-04-16T04:48:47","date_gmt":"2024-04-16T03:48:47","guid":{"rendered":"https:\/\/catalinx.ro\/wordpress\/?p=27418"},"modified":"2024-04-18T07:36:14","modified_gmt":"2024-04-18T06:36:14","slug":"china-e-in-noi-cu-valul-doi-de-retaileri-dupa-whish-shein-temu","status":"publish","type":"post","link":"https:\/\/catalinx.ro\/wordpress\/?p=27418","title":{"rendered":"China e in noi cu valul doi de retaileri:  Dup\u0103 Whish ,Shein->Temu"},"content":{"rendered":"
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Nu \u0219tiu dac\u0103 Shein a ap\u0103rut \u00eenainte de Temu, dar eu a\u0219a mi le aduc aminte. <\/p>\n\n\n\n

Magazinele astea au avut de la \u00eenceput scopul de a p\u0103r\u0103sit\u0103 o anumit\u0103 pia\u021b\u0103 de comer\u021b online pentru produse de consum.<\/p>\n\n\n\n

Nu au intrat pe nesim\u021bite , AliExpress e “de c\u00e2nd lumea” Whish au fost spsri de reputa\u021bia de calitate proast\u0103, de fake \u0219i a\u0219a mai departe. <\/p>\n\n\n\n

Shein a intrat pe pia\u021b\u0103 ca un Fast Fashion may fast \u0219i mai ieftin dec\u00e2t brandurile europene de Fast Fashion \u0219i cred c\u0103 amenin\u021b\u0103 Europa cu mult mai mult dec\u00e2t cota de pia\u021b\u0103 c\u00e2\u0219tigat\u0103.<\/p>\n\n\n\n

\u0218i cam a\u0219a e \u0219i cu Temu. De care facem mi\u0219to \u0219i a\u0219a mai departe, dar majoritatea \u0219tim pe cineva care a comandat de la ei, dac\u0103 nu noi. <\/p>\n\n\n\n

Eu i-am ignorat pe \u0103\u0219tia, dar nu mai sunt ignorabili. M-a \u00eentrebat \u00eentr-o zi  sotia – cine sunt \u0103\u0219tia “Shein” \u0219i i-am zis c\u0103\u00a0 un fel de “Temu” \u0219i a fost o discu\u021bie scurt\u0103, ca so\u021bia are anumite preten\u021bii de calitate . De\u0219i, am v\u0103zut haine cump\u0103rate de pe Shein la calitate la fel de proast\u0103<\/strong> ca \u0219i cele de la H&M,\u00a0 sau Decathlon ( \u0219tiu c\u0103 \u0103\u0219tia sunt magazin de ni\u0219\u0103 sport) sau C&A , sau de exemplu. Da, la fel de proast\u0103, c\u0103 asta-i problema.<\/p>\n\n\n\n

Oricum majoritatea produselor de consum sunt f\u0103cute \u00een China, care e diferen\u021ba \u00eentre un retailer European si unul chinez? <\/p>\n\n\n\n

\u0218i atunci “de ce s\u0103 mai iau de la \u0103ia” ? De ce a\u0219 \u00eembog\u0103\u021bi \u0219i mai tare familia Persson de la H&M, sau pe Ortega de la Zara,  c\u0103 oricum au bani de nu mai \u0219tiu ce s\u0103 fac\u0103 cu ei ? <\/p>\n\n\n\n

Pentru c\u0103 activitatea lor de retail , R&D se desf\u0103\u0219oar\u0103 \u00een Vest, Europa , mai mult fa\u021b\u0103 fa\u021b\u0103 de activitatea celor de la Shein . Acela\u0219i principiu e \u0219i la Temu. Fast fashionul din. Vest extrage bani at\u00e2t din China c\u00e2t \u0219i de la consumatorii din Europa \u0219i pl\u0103te\u0219te ( prost) joburi in Europa \u0219i ce fac \u0103ia in Asia nu ne intereseaz\u0103. <\/p>\n\n\n\n

Shein \u0219i Temu au majoritatea activit\u0103\u021bilor \u00een afara Europei \u0219i folosesc doar servicii de logistic\u0103.  Temu Gmbh ( Germania) are sub 50 de angaja\u021bi ,  iar holdingul de deasupra , PDD Holdings, \u0219i-a mutat HQ-urile \u00een Irlanda. <\/p>\n\n\n\n

\u00cen teorie nu e nimic special , PDD Holdings e listat la burs\u0103  , inclusiv \u00een US, e de\u021binut de fondator ( adic\u0103 o persoan\u0103 care are \u00een cur m\u00e2na lung\u0103 a statului chinez ), \u00een propor\u021bie de cam o treime,  aproape 15%  de Tencent ( alt gigant chinez , 4.62%  de Gaorong Capital un fond  de investi\u021bii de risc ( venture capital ) tot chinezesc – zic asta c\u0103 \u00een spatele distribu\u021biei  de asocia\u021bi care m\u00e2zg\u0103lesc o poz\u0103 ce vrea s\u0103 par\u0103 o structur\u0103 normal\u0103 capitalist\u0103 z se ascunde controlul partidului \u00een m\u0103sur\u0103 majoritar\u0103 sub diferite forme \u0219i vehicule financiare. <\/p>\n\n\n\n

Mai pe simplu a\u0219a, ambele companii opereaz\u0103 \u00een segmentul de consum ieftin, \u00eentr-o Europ\u0103 ( de US nu m\u0103 intereseaz\u0103)  \u00een care se v\u0103d trendurile de s\u0103r\u0103cie ale popula\u021biei , ambele fur\u0103 clien\u021bi  \u0219i distrug actualele structuri de retail de consum cu o vitez\u0103 de speriat. <\/p>\n\n\n\n

M-am uitat s\u0103 v\u0103d ce pula mea v\u00e2nd \u0103\u0219tia de la Temu, c\u0103 \u0219tiu pe cineva care cump\u0103r\u0103 produse de ni\u0219\u0103 altfel nu la fel de acoperite . Aproape  tot ce se vede mai interesant in cutia asta deschis\u0103 , \u0219i cutia sunt cump\u0103rate de pe Temu. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Plute  de undi\u021b\u0103 cu becule\u021be , senzori, acumulatori \u0219i \u00eenc\u0103rc\u0103tori de acumulatori , ceva cantar electronic, am v\u0103zut \u0219i o undi\u021b\u0103 de peste 7 metri de carbon. <\/p>\n\n\n\n

Lucrurile nu au fost foarte ieftine, doar mai ieftine dec\u00e2t dac\u0103 le cump\u0103rai de la un magazin dedicat – cam cum 20-40%.<\/p>\n\n\n\n

Nici calitatea nu este foarte rea. Dac\u0103 ai fi cump\u0103rat produsele de la un magazin dedicat, erau tot f\u0103cute \u00een China. <\/p>\n\n\n\n

Diferen\u021ba de bani \u0219i valoare  e \u00een procesul de retail. <\/p>\n\n\n\n

Ce vreau s\u0103 spun e c\u0103 gigan\u021bii \u0103\u0219tia sunt la fel de periculo\u0219i precum Amazon , mai periculo\u0219i de fapt. <\/p>\n\n\n\n

Pentru c\u0103 \u0219unteaz\u0103 lan\u021bul de retail, dispar joburi, la schimb apare ceva reducere de costuri , ca avantaj la cump\u0103r\u0103tor \u0219i , spre deosebire de Amazon ,care e doar retailer, chinezii \u00ee\u0219i produc \u0219i distribuie singuri c\u0103caturile acum. <\/p>\n\n\n\n

\u0102\u0219tia se lupt\u0103 cu \u0219anse bune s\u0103 \u00eengroape retailul de consum european, cel pu\u021bin pe zona de buget redus \u0219i e posibil s\u0103 reu\u0219easc\u0103. <\/p>\n\n\n\n

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Nu \u0219tiu dac\u0103 Shein a ap\u0103rut \u00eenainte de Temu, dar eu a\u0219a mi le aduc aminte. Magazinele astea au avut de la \u00eenceput scopul de…<\/p>\n","protected":false},"author":2,"featured_media":27417,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[3499],"tags":[5825,5824,5823],"class_list":["post-27418","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economie","tag-china-retail-de-consum","tag-shein","tag-temu"],"views":840,"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/catalinx.ro\/wordpress\/wp-content\/uploads\/2024\/04\/p_20240330_1451422710080919008851147-scaled.jpg","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p4Eq23-78e","jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/27418","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=27418"}],"version-history":[{"count":3,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/27418\/revisions"}],"predecessor-version":[{"id":27441,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/27418\/revisions\/27441"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/media\/27417"}],"wp:attachment":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=27418"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=27418"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=27418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}