Msika wapadziko lonse wamalonda apaintaneti mu 2025 umadziwika ndi kupitiliza kwa Amazon kulamulira, kukwera mwachangu kwa akatswiri azamalonda azachikhalidwe ndi madera, komanso kulimbana kwa misika yachikhalidwe pakati pa kusintha kwa machitidwe a ogula komanso mpikisano wowonjezereka.
Malonda apaintaneti padziko lonse lapansi mu 2025 akuwonetsa chithunzi chosinthika cha mpikisano wamphamvu, kusintha kwa zomwe ogula amakonda, komanso njira zosinthira nsanja. Ngakhale kuti makampani akuluakulu odziwika bwino akupitilizabe kukhala patsogolo kudzera mu zatsopano komanso kukula, osewera atsopano akugawana gawo la msika kudzera munjira zapadera komanso kuyang'ana kwambiri madera.
Atsogoleri a Msika Akupitirizabe Kulamulira
Amazon ikupitilizabe kukhala mtsogoleri wosatsutsika pa malonda apaintaneti padziko lonse lapansi. Ndi GMV yodabwitsa ya $720 biliyoni ndi kukula kwa 9% chaka ndi chaka (ndalama zoyambira kotala 2025), nsanjayi imasunga mwayi wake wopikisana kudzera mu ndalama zambiri zaukadaulo ($23 biliyoni mu zomangamanga zaukadaulo) komanso netiweki yake yapamwamba ya FBA logistics. Msika wa Amazon ukadali wolimba kwambiri pazinthu zanzeru zapakhomo, zomwe zakula ndi 200%. Chitsanzo cha "njira yatsopano yopangira zinthu", chomwe chikugogomezera kufunikira kwa zinthu, chitukuko cha luso, kutsimikizira zinthu, kukula kwa kukula, ndi kukweza mobwerezabwereza, chathandiza ogulitsa, makamaka ogulitsa aku China, kuti apambane kwambiri. Chaka chatha, ogulitsa aku China pa Amazon adawona kuwonjezeka kwa 20% pazinthu zogulitsidwa padziko lonse lapansi komanso kukula kwa 60% kwa ogulitsa kupitirira $10 miliyoni pakugulitsa pachaka.
Walmart ikusungabe malo ake amphamvu ngati wosewera wachiwiri pakukula kwambiri ndi $648.1 biliyoni mu GMV, pogwiritsa ntchito kupezeka kwake kwakukulu m'masitolo kuti awonjezere zomwe amapereka pa intaneti. Kampaniyo pakadali pano ikuyesa njira ya "sitolo yayikulu ya digito" yomwe cholinga chake ndi kuphatikiza kuchuluka kwa anthu omwe amafika pa intaneti komanso omwe sali pa intaneti, zomwe zingapatse ogulitsa pa intaneti mwayi wopeza makasitomala 270 miliyoni omwe sali pa intaneti a Walmart sabata iliyonse. Njira iyi ya omnichannel, kuphatikiza ndi kukulitsa kufalikira kwa kutumiza tsiku lotsatira komanso kuchotsera ndalama zolipirira magulu monga zoseweretsa ndi zinthu za ziweto, zathandizira kuti Walmart ikope ogulitsa aku China ochulukirapo ndi 60% mu 2024 poyerekeza ndi chaka chatha.
Mapulatifomu Omwe Akukula Akupita Patsogolo Kwambiri
Mapulatifomu angapo awonetsa kukula kwakukulu ndipo akusintha magawo a malonda apaintaneti:
TikTok Shop yakhala kampani yodziwika bwino pa zamalonda, yomwe yapeza ndalama zokwana $50 biliyoni mu GMV ndipo yakula ndi 208% chaka chilichonse pa chochitika cha malonda ku Mexico. Kupambana kwa nsanjayi ku Southeast Asia ndi Latin America kukuwonetsa mphamvu yophatikiza zosangalatsa ndi kugula. Komabe, ikukumana ndi mavuto akuluakulu andale m'misika ya Kumadzulo, makamaka ku Europe ndi North America.
Temu, ngakhale kuti posachedwapa malamulo a msonkho a US adachepetsa ogwiritsa ntchito ndi 58% mu Meyi 2025, yawonetsa kulimba mtima kwakukulu. Nsanjayi yakula kufika kumayiko 50 kuyambira pomwe idakhazikitsidwa mu 2022 ndipo yalemba kuwonjezeka kwa 69% kwa anthu otsitsa mu 2024. Ku Europe, ogwiritsa ntchito a Temu pamwezi adapitilira 115 miliyoni mu theka loyamba la 2025, ndipo kukula kwakukulu ku France, Spain, ndi Romania. Njira yokwera mitengo ya nsanjayi komanso njira zogawana anthu zathandiza kuti igwire gawo lalikulu pamsika mwachangu.
Akatswiri Achigawo Akugwira Gawo la Msika
Kupatula osewera apadziko lonse lapansi, nsanja zingapo zachigawo zakhazikitsa malo olimba m'misika yawo:
OZON yawonetsa bwino kwambiri pamsika waku Russia, yapeza $10.16 biliyoni mu GMV ndi kukula kwa 65% chaka ndi chaka (kotala yoyamba 2025). Monga nsanja yotsogola kwambiri yamalonda apaintaneti ku Russia, yapindula ndi ukatswiri wazinthu zoyendera m'deralo komanso kumvetsetsa zomwe makasitomala amakonda m'madera osiyanasiyana.
Ku Southeast Asia, Shopee ikupitilizabe utsogoleri wake ndi ndalama zokwana $83 biliyoni mu GMV, ngakhale ikukumana ndi mpikisano wowonjezereka kuchokera kwa osewera am'deralo komanso nsanja zapadziko lonse lapansi zomwe zikukula pamsika.
Mercado Libre ikupitilizabe kulamulira malonda apaintaneti aku Latin America, ndipo yapeza ndalama zokwana $24 biliyoni mu GMV mu 2024.
Mapulatifomu Akukumana ndi Mavuto
Ngakhale kuti nsanja zina zikuyenda bwino, zina zimakumana ndi mavuto aakulu:
eBay ikuwoneka kuti ikukumana ndi mavuto ndi kukula, ikulemba kutsika kwa -0.8% kwa ndalama zomwe amapeza kotala loyamba la 2025 ngakhale kuti GMV yakhala ikugwira ntchito yochuluka ya $64 biliyoni. Njira yogulitsira yachikhalidwe ya nsanjayi ikukumana ndi zovuta kuchokera ku njira zamakono zamalonda apaintaneti, ngakhale kuti imasunga mphamvu m'magulu enaake monga zinthu zosonkhanitsidwa ndi zinthu zosowa.
Misika yachikhalidwe, makamaka ku China, ikukumana ndi mavuto akuluakulu. Taobao yawona kuchepa kwa amalonda ogwira ntchito ndi 18.3%. Malipoti amakampani akuwonetsa kuti mtengo wapakati wogulira makasitomala pa Taobao wakwera ndi 47% mu theka loyamba la 2025, kufika pa 78 RMB pa kasitomala watsopano. Izi zachepetsa phindu kwa ogulitsa ambiri, ndipo phindu lonse lapakati latsika ndi 8.3 peresenti pazaka zisanu, zomwe zasiya amalonda ambiri omwe ali ndi phindu lochepera 5%.
Zochitika Zazikulu Zomwe Zimasintha Malonda Apaintaneti Padziko Lonse
Zinthu zingapo zofunika kwambiri zikuwonetsa momwe malonda apaintaneti adzakhalire mu 2025:
Kuphatikiza Luntha Lochita Kupanga: AI yakhala chinthu chofunikira kwambiri pa nsanja zazikulu. Kugwiritsa ntchito AI kwa Amazon mu "njira yatsopano yopangira zinthu" kwathandiza ogulitsa kuti afulumizitse chitukuko cha zinthu ndikuwonjezera kuyankha pamsika. Zida zoyendetsedwa ndi AI zikuyikidwa kuti ziwonetse zomwe akufuna, malingaliro omwe ali ndi munthu payekha, komanso kukonza unyolo wogulira zinthu m'mapulatifomu akuluakulu.
Kusintha kwa Misika Yachigawo: Misika yatsopano ikukula mofulumira pa intaneti. Latin America yawona kukula kwakukulu, ndipo ntchito za TikTok Shop ku Mexico zafika pa 208% pa GMV panthawi ya chochitika chotsatsa. Msika wa pa intaneti ku Russia wakulanso kwambiri, chifukwa cha nsanja ngati OZON.
Zatsopano pa Kayendetsedwe ka Zinthu ndi Kukwaniritsa Zinthu: Luso lapamwamba pa kayendetsedwe ka zinthu lakhala phindu lalikulu pampikisano. Netiweki ya Amazon ya FBA, kuphatikiza kwa Walmart kwa omnichannel, ndi ndalama zomwe mapulatifomu atsopano amaika pa luso la kayendetsedwe ka zinthu m'madera osiyanasiyana zonse zikuyang'ana kwambiri pakukweza liwiro la kutumiza ndi kudalirika.
Mavuto a Ndondomeko ndi Malamulo: Malonda apaintaneti odutsa malire akukumana ndi zovuta zambiri zowongolera. Ndondomeko za misonkho ku US zakhudza nsanja monga Temu ndi SHEIN, pomwe TikTok Shop ikukumana ndi kusatsimikizika kwa mfundo m'misika yakumadzulo. Mavutowa akuyendetsa nsanja kuti zisinthe malo awo ndikukhazikitsa ntchito zapafupi.
Chiyembekezo cha Mtsogolo
Malonda apaintaneti padziko lonse lapansi akupitilizabe kusintha mwachangu, ndi njira zingapo zodziwika bwino:
Kuphatikizana kukuwoneka kuti kungachitike pakati pa osewera apakati pamene kukula kukukulirakulira pakupanga zinthu ndi ukadaulo wopikisana. Kuphunzira zinthu mwaluso kukukula, pomwe nsanja zikuyang'ana kwambiri misika inayake ya malo, magulu azinthu, kapena magawo a ogula kuti adzisiyanitse. Kuyika ndalama muukadaulo, makamaka mu AI ndi logistics, kukukhala chinthu chofunikira kwambiri chomwe chimapangitsa kuti pakhale mpikisano. Kusintha kwa khalidwe la ogula kupita ku malonda achikhalidwe ndi zochitika zoyambira pafoni kukusintha njira ndi mawonekedwe a nsanja.
Pamene tikuyang'ana kumapeto kwa chaka cha 2025 ndi kupitirira apo, msika wapadziko lonse wamalonda apaintaneti mwina upitiliza kukhala ndi magulu akuluakulu apadziko lonse lapansi, akatswiri a m'madera osiyanasiyana, ndi osewera apadera. Kupambana kudzadalira kwambiri luso la nsanja yolumikizira ukadaulo nthawi yonse yogula, kuyenda m'malo ovuta olamulira, ndikupereka phindu lalikulu kwa ogula ndi ogulitsa m'misika yambiri.
Nthawi yotumizira: Sep-16-2025
