新冠肺炎危机:给俄罗斯电子商务打了一针强心针

2020-11-19 18:04

COVID-19 crisis: a shot in the arm for Russian e-commerce nL3世界播

新冠肺炎危机:给俄罗斯电子商务打了一针强心针nL3世界播


GDANSK/MOSCOW (Reuters) - The coronavirus crisis has helped fuel a surge in online shopping in Russia that has put even the remote icy expanse of Chukotka on the e-commerce map. nL3世界播

格但斯克/莫斯科(路透社)-冠状病毒危机帮助推动了俄罗斯网购的激增,甚至将偏远的冰雪覆盖的楚科特卡(Chukotka)也放在了电子商务地图上。nL3世界播


The windswept region in Russia's far east, where winter temperatures can fall below minus 50 degrees Celsius (-58F), has started to boom for online retailers since the pandemic started keeping consumers at home. nL3世界播

俄罗斯远东地区冬季气温可以降至零下50摄氏度(零下58华氏度),自从疫情开始让消费者呆在家里以来,这个狂风肆虐的地区对在线零售商来说已经开始蓬勃发展。nL3世界播


It's a trend playing out across Russia, spurring explosive growth for online retailers. Traditionally unable to make speedy deliveries in the world's largest country, where roads become clogged with ice and snow for months, they have invested heavily in logistics centres and delivery points. nL3世界播

这一趋势正在俄罗斯各地上演,刺激了在线零售商的爆炸性增长。在这个世界上最大的国家,道路被冰雪堵塞了几个月,传统上无法快速送货,他们在物流中心和送货点上投入了大量资金。nL3世界播


With foreign players largely absent, Russian companies are cashing in as online shopping surges. nL3世界播

由于外国公司基本上不在,随着网购热潮,俄罗斯公司正在大赚一笔。nL3世界播


"It's very convenient," said Alina Lunina, an English language teacher from the city of Samara who now buys clothes, books, make-up and sometimes groceries online. nL3世界播

来自萨马拉市的英语教师阿琳娜·卢尼娜(Alina Lunina)说:“这非常方便。”她现在在网上买衣服、书、化妆品,有时还会买杂货。nL3世界播


She uses Russian company Wildberries, which she says delivers to collection points in two days even though Samara is more than 860 km (534 miles) from its Moscow headquarters. nL3世界播

她使用的是俄罗斯公司Wildberries,她说,尽管Samara距离其莫斯科总部超过860公里(534英里),但Wildberry在两天内就能送到收集点。nL3世界播


"There are many pick-up points in my area. It takes me five minutes to walk," she told Reuters. nL3世界播

她告诉路透社记者:“我所在的地区有很多接车点。我步行五分钟就到了。”nL3世界播


The e-commerce boom is a welcome development for economists who say Russia is too reliant on oil and gas revenues, especially as retail sales, a gauge of consumer demand, plunged as lockdown measures kept people at home at the start of the pandemic - which has killed more than 34,000 people in Russia. nL3世界播

对于经济学家来说,电商热潮是一个可喜的进展,他们表示,俄罗斯过于依赖石油和天然气收入,尤其是在衡量消费者需求的零售额大幅下降的情况下,在疫情爆发之初,封锁措施让人们呆在家里。疫情已导致俄罗斯逾3.4万人死亡。nL3世界播


E-commerce accounted for just 1.4% of Russia's economy in 2019, according to research firm Data Insight, compared with 2.6% in the United States and 5.1% in China. nL3世界播

根据研究公司Data Insight的数据,2019年,电子商务仅占俄罗斯经济的1.4%,而美国和中国的这一比例分别为2.6%和5.1%。nL3世界播


"The Russian e-commerce market is growing significantly faster than in the United States or in the largest EU countries, thanks to the low penetration base effect," Data Insight co-founder Boris Ovchinnikov told Reuters. nL3世界播

Data Insight联合创始人鲍里斯·奥夫钦尼科夫对路透社表示:“得益于低渗透率的基数效应,俄罗斯电商市场的增长速度明显快于美国或最大的欧盟国家。”nL3世界播


He put the market value in Russia for the first half of 2020 at 1.16 trillion roubles ($15.2 billion). nL3世界播

他认为2020年上半年俄罗斯的市值为1.16万亿卢布(合152亿美元)。nL3世界播


Analysts from market research firm Euromonitor expect annual online sales in Russia to grow by more than 40% this year to around 2.5 trillion roubles and by 10-15% a year over the next five years. nL3世界播

市场研究公司欧睿信息咨询公司(Euromonitor)的分析师预计,今年俄罗斯在线销售额将增长40%以上,达到2.5万亿卢布左右,未来五年将以每年10%-15%的速度增长。nL3世界播


FRAGMENTATION nL3世界播

碎片化。nL3世界播


E-commerce penetration in Russia has increased from 7% of total retail sales in 2019 to about 11% in 2020 though that is still less than in the United States, where penetration is about 19%, said Marija Milasevic at Euromonitor. nL3世界播

欧睿信息咨询公司(Euromonitor)的玛丽亚·米拉舍维奇(Marija Milasevic)表示,俄罗斯的电子商务渗透率已从2019年占零售总额的7%上升到2020年的约11%,但仍低于美国,美国的渗透率约为19%。nL3世界播


The Russian market is also very fragmented. nL3世界播

俄罗斯市场也非常分散。nL3世界播


Privately owned Wildberries leads with 15% of the market, according to Data Insight, and Ozon, which has filed for an initial public offering in the United States, has 7%. nL3世界播

根据data Insight的数据,私人所有的野莓(WildBerry)以15%的市场份额领先,已在美国申请首次公开募股(IPO)的Ozon拥有7%的市场份额。nL3世界播


Behind them comes AliExpress Russia, a joint venture between Chinese online shopping giant Alibaba and Russian partners. Other rivals include Russian electronics firm M.Video; Sbermarket, controlled by a joint venture between Russia's largest bank Sberbank and internet group Mail.Ru; and internet company Yandex. nL3世界播

他们背后是全球速卖通俄罗斯公司,这是中国网购巨头阿里巴巴和俄罗斯合作伙伴的合资企业。其他竞争对手包括俄罗斯电子公司M.Video;俄罗斯最大的银行俄罗斯联邦储蓄银行(Sberbank)和互联网集团Mail.Ru的合资企业Sbermarket;以及互联网公司Yandex。nL3世界播


Amazon has not entered Russia, where the country's size - it has 11 time zones - and its competitive IT market pose challenges. nL3世界播

亚马逊还没有进入俄罗斯,因为该国的规模--它有11个时区--及其竞争激烈的IT市场构成了挑战。nL3世界播


"To cover at least two major cities in Russia, the company needs to invest heavily not only in delivery but in warehousing to have enough goods to maintain the current quality level," said Sergey Belyaev of Sova Capital. nL3世界播

Sova Capital的谢尔盖·别利亚耶夫(Sergey Belyaev)表示:“为了覆盖俄罗斯至少两个主要城市,该公司不仅需要在送货方面投入巨资,还需要在仓储方面投入巨资,才能拥有足够的货物来维持目前的质量水平。”nL3世界播


Amazon did not respond to a request for comment. nL3世界播

亚马逊没有回复记者的置评请求。nL3世界播


Wildberries, which said it attracted over 12 million new customers to its website in the first nine months of 2020 has enjoyed spectacular growth. nL3世界播

Wildberries表示,2020年前9个月,其网站吸引了超过1200万新客户,实现了惊人的增长。nL3世界播


Orders in April-October rose 490% in Chukotka, a remote region located across the Bering Strait from Alaska where winters bring endless nights and temperatures below minus 50 degrees Celsius (-58 F). nL3世界播

楚科塔4-10月的订单增长了490%,这是一个偏远地区,位于白令海峡对岸的阿拉斯加,冬天带来无尽的夜晚,气温低于零下50摄氏度(零下58华氏度)。nL3世界播


Wildberries said April-October orders also soared by 385% in Ingushetia in the North Caucasus, and by 239% in Buryatia, a region in eastern Siberia. nL3世界播

Wildberries说,在北高加索的印古什地区,4-10月的订单也飙升了385%,在东西伯利亚的布里亚提亚地区,订单也飙升了239%。nL3世界播


The retailer, which says it has over 34 million customers, now has 13 warehouses and dozens of sorting and distribution centres across Russia which reduce delivery times in the Far East and Siberia. nL3世界播

这家零售商自称拥有超过3400万客户,目前在俄罗斯各地拥有13个仓库和数十个分拣和配送中心,缩短了远东和西伯利亚的送货时间。nL3世界播


BIG CHALLENGES nL3世界播

巨大的挑战。nL3世界播


Logistics and poor infrastructure are big challenges but door-to-door couriers have boomed in big cities, with low labour costs helping companies keep prices down. nL3世界播

物流和糟糕的基础设施是巨大的挑战,但送货上门的快递员在大城市蓬勃发展,低廉的劳动力成本帮助企业压低了价格。nL3世界播


Wildberries' customers can order items to try on in small sites dotted around cities. Ozon operates a network of drop-off boxes for clients to pick up packages. nL3世界播

Wildberry的顾客可以在散布在城市周围的小网站订购商品试穿。Ozon运营着一个投递箱网络,供客户取包裹。nL3世界播


Ozon said in March it was spending $300 million on logistics improvements and has opened a logistics centre in Rostov-on-Don, close to Ukraine, for same-day delivery. nL3世界播

Ozon在3月份表示,将花费3亿美元改善物流,并在靠近乌克兰的顿河畔罗斯托夫(Rostov-on-Don)开设了一个物流中心,提供当天送货服务。nL3世界播


In April-May, Ozon recorded an 84% increase in new active buyers year-on-year, and regions outside Moscow account for over 55% of its gross merchandise value, company data showed. nL3世界播

公司数据显示,4月至5月,Ozon的新活跃买家同比增长84%,莫斯科以外的地区占其商品总值的55%以上。nL3世界播


As in other countries, online grocery orders have soared during the pandemic and the race is on to cut delivery times even further. nL3世界播

与其他国家一样,在疫情爆发期间,在线食品杂货订单激增,进一步缩短送货时间的竞赛正在进行中。nL3世界播


Yandex last year launched a service, Yandex.Lavka, for grocery delivery in 15 minutes. This followed its success with a food delivery service, Yandex.Eda. nL3世界播

Yandex去年推出了一项名为Yandex.Lavka的服务,可以在15分钟内完成食品杂货递送。在此之前,它成功地推出了外卖服务Yandex.Eda。nL3世界播


Yandex.Lavka has small warehouses across Moscow and uses couriers on bikes, electric bicycles or motorbikes. Its monthly orders have risen to more than 1 million from about 50,000 a year ago, the company said. nL3世界播

Yandex.Lavka在莫斯科各地都有小型仓库,并在自行车、电动自行车或摩托车上使用快递员。该公司表示,其月度订单已从一年前的约5万份增加到100多万份。nL3世界播


Sbermaket said its orders in cities such as St Petersburg, Yekaterinburg and Nizhny Novgorod were 15-17 times higher in the third quarter than in the first three months of 2020. nL3世界播

Sbermaket表示,其第三季度在圣彼得堡、叶卡捷琳堡和下诺夫哥罗德等城市的订单是2020年第一季度的15至17倍。nL3世界播


Sbermarket expects the e-grocery sector to keep growing fast in Russia in years to come, its chief financial officer Michael Loyko said. nL3世界播

Sbermarket首席财务官迈克尔·洛伊科(Michael Loyko)表示,Sbermarket预计未来几年俄罗斯的电子杂货行业将继续快速增长。nL3世界播


Online grocer Utkonos, which reported a 65% increase in sales year-on-year in the third quarter, also said demand for delivery services was likely to keep growing now that consumers have a taste for the convenience of online shopping. nL3世界播

在线杂货商Utkonos报告第三季度销售额同比增长65%,该公司也表示,由于消费者已经品尝到网购的便利性,对快递服务的需求可能会继续增长。nL3世界播

© 2016 世界播 www.shijiebobao.com 中国互联网举报中心 京ICP证140141号 鄂ICP备18018000号-1
违法和不良信息举报: