I-Amazon iyaqhubeka nokwenza izinguquko eziningana ngesikhathi esisodwa. Ngenkathi isitokwe sayo siphinde sanda kakhulu ngemuva kokufinyelela amazinga abalulekile okusekela ubuchwepheshe, inkampani iqinisekisile ukuthi ibhizinisi layo lokukhangisa lithola ukuthandwa ngaphakathi kwepulatifomu yayo, ukuthi ukutshalwa kwezimali kwayo emandleni avuselelekayo eSweden kusondela ku-gigawatt eyodwa, nokuthi ukubusa kwayo kwezokuthutha eSpain kusalokhu kuqinile, yize izimbangi zaseShayina zikhula. Konke lokhu kudweba isithombe senkampani enkulu engagcini nje ngokuthengisa imikhiqizo, kodwa futhi nesikhala, idatha, kanye namandla.
Isu le-Amazon ligxile ekukhuliseni inzuzo yesistimu yayo. Esikhundleni sokuthembela kubantu besithathu ukuthi babeke izikhangiso, inkampani ishintsha ingxenye ekhulayo yokukhangisa kwayo kokuthengisa iye ezitolo zayo zedijithali, lapho abathengi sebevele benenhloso yokuthenga khona. Ngokusho kwedatha evela ku-Sensor Tower, phakathi nengxenye yokuqala ka-2026, ama-56% ezikhangiso ze-Amazon akhiqizwe ngaphakathi kwewebhusayithi yayo kanye nohlelo lokusebenza, kanti ama-44% asele asatshalaliswa kumapulatifomu angaphandle. I-Walmart nayo isebenzisa lolu shintsho, yize lubaluleke kakhulu: ukukhangisa kwayo endaweni kukhuphuke kusuka ku-17% kuya ku-44% ngonyaka owodwa nje.
Ukukhangisa njengomshayeli wenzuzo
Lolu shintsho aluyona into eyenzekile ngengozi. Ukukhangisa sekungomunye wemithombo yemali engenayo emikhulu ye-Amazon , kukhiqiza amaRandi ayizigidi eziyizinkulungwane ezingu-19.800 kwikota yesibili kuphela, ukwanda okungu-26% unyaka nonyaka. Lokhu kukhula kusiza ukukhulisa izinzuzo zokusebenza kokubili eNyakatho Melika nakwamanye amazwe. Isihluthulelo siseqinisweni lokuthi izikhangiso ezibekwa epulatifomu zisebenzisa inhloso yokuthenga komsebenzisi kanye nedatha yomuntu wokuqala, into amapulatifomu okukhangisa endabuko angenakukwazi ukuyiphinda kalula.
Nokho, ingozi iyamcindezela ikhasimende. Imikhiqizo eminingi exhasiwe ingenza kube kubi kakhulu ukuthenga, futhi uma ukusetshenziswa kwemali ngabathengi kwehla, abakhangisi bangase bacabange kabili ngaphambi kokubhida lezo zindawo zezikhangiso. Noma kunjalo, i-Amazon isivele ilawula cishe u-60% wemibono yokukhangisa kulo mkhakha e-United States, naphezu kokuba imakethe iyonke yehla ngo-17% engxenyeni yokuqala yonyaka.
Amandla avuselelekayo: Ukushaya kwenhliziyo okuluhlaza kwe-Amazon
Okwamanje, eNyakatho Yurophu, i-Amazon iyaqhubeka nokwandisa iphothifoliyo yayo yamandla ahlanzekile. Le nkampani isisayine izivumelwano ezine ezintsha zokuthenga amandla omoya eSweden , okwenza amaphrojekthi ayo aphelele ezweni abe yisishiyagalolunye futhi yengeza ama-megawatt angu-985 omthamo, okusele nje i-gigawatt eyodwa. Ipulazi lomoya elikhulu kunawo wonke yiFageråsen, elinama-MW angu-132, esifundeni saseDalarna, esakhiwayo njengamanje. Amanye amathathu, iBoarp, iDållebo, kanye neFågelås, asevele esebenza futhi engeza amanye ama-MW angu-67.
Lezi zivumelwano ziyingxenye yesibopho se-Amazon mayelana nesimo sezulu, esihlose ukufeza ukukhishwa kwegesi okungenayo i-net-zero ngo-2040. Le nkampani ithi isivele itshale imali kumaphrojekthi wamandla angaphezu kuka-700 angenawo ikhabhoni emhlabeni wonke, ngomthamo ohlangene odlula i-40 GW. EYurophu, kunezinhlelo ezingaphezu kuka-260 ezinama-GW angaphezu kwe-10. ESweden, i-Amazon yayiyinkampani enkulu kunazo zonke ethenga amandla ahlanzekile ngo-2025, futhi inkampani igcizelela ukuthi lezi zivumelwano azigcini nje ngokuhlangabezana nezidingo zayo kodwa futhi zidala imisebenzi yendawo futhi zizuzise imiphakathi lapho amapaki akhona.
ISpain: Ubuholi bezokuthutha bungaphansi kwengcindezi
Emakethe yaseSpain, i-Amazon isalokhu iyinkosi yokulethwa kwezimpahla, kodwa ayisekho yodwa. Ngokusho kwe-CNMC (National Markets and Competition Commission), ama-47,8% amaphakheji alethwe ngo-2025 athengwe ku-Amazon , kanti amapulatifomu aseShayina afana ne-Temu, i-Shein, i-AliExpress, ne-Miravia asevele enza ama-24,7% esamba. Ngonyaka nje odlule, abaqhubi baseShayina babengameleli u-7%. Lokhu ukukhula okukhulu, okubangelwa ama-oda ashibhile kanye nokungena okukhulu kwamaphakheji amancane, manje ahlanganisa amabili kwangu-3 okuthunyelwa ngakunye.
I-European Union iphendule ngalokho okubizwa ngokuthi 'intela yeShein,' intela yama-euro amathathu ekuthunyelweni okungaphansi kwama-euro ayi-150 eyaqala ukusebenza ngoJulayi 1. IBrussels ilinganisela ukuthi ama-97% amaphakheji ayizigidi eziyi-16 afika eYurophu nsuku zonke anenani eliphansi, futhi intela entsha ihlose ukuvimbela lokhu kugcwala kwabantu. Okwamanje, i-Amazon iyaqhubeka nokuzibophezela kwayo eSpain, ngabasebenzi abangu-30.000, izikhungo zokuthutha ezingu-40, kanye nengqalasizinda yezokuthutha eqondisa amasu okutshala imali eqongelelekayo yama-euro ayizigidigidi ezingama-25.000 eminyakeni eyishumi nanhlanu.
Le nkampani iphinde yaba nesonto elihle emakethe yamasheya. Amasheya e-Amazon akhuphuke ngo-3,97% afinyelela ku-$266,43 ngemuva kokuthi i-Evercore ISI inyuse umgomo wayo wentengo wafinyelela ku-$355, iphawula ukuthi amathuluzi obuhlakani bokwenziwa aqhuba ukuthengwa kwebhizinisi lokuthengisa. Ukubuya kwentengo kwenzeke ngemuva nje kokuba isitoko sifinyelele ezingeni laso eliphansi kakhulu kusukela ngoJulayi, ku-$255,02, futhi sathola ukwesekwa ngesilinganiso sokuhamba sezinsuku ezingama-50. Abahlaziyi babonisa ukuthi umgomo olandelayo ukwehla ngaphezu kuka-$271,11, okuzovula ithuba lokuhlolwa kabusha kuka-$287,20.
Ngamafuphi, i-Amazon ihlanganisa amandla ayo kwezentengiselwano ze-inthanethi nokuhlukahluka okuhlakaniphile kube ukukhangisa, amandla avuselelekayo, kanye nokuthutha. Le nkampani ayigcini nje ngokuthengisa imikhiqizo; ithengisa nengqalasizinda eyenza ukuthi ibe nokwenzeka. Futhi yize ukuncintisana kukhulu, ikakhulukazi okuvela eShayina, i-Amazon isenenzuzo ecacile: ikhono layo lokuguqula konke ukuchofoza, ukusesha ngakunye, kanye nokuthunyelwa ngakunye kube yithuba lebhizinisi.
