三泰虎

亚马逊和穆克什·安巴尼的Jio将在印度上演一场史诗般的战斗

 Amazon and Mukesh Ambani’s Jio are spoiling for an epic India battle

亚马逊和穆克什·安巴尼的Jio将在印度上演一场史诗般的战斗

by Saritha Rai

Amazon.com Inc. has begun making forays into everything from grocery delivery and insurance to drugs in India, setting up a monumental clash with Mukesh Ambani’s hard-charging Jio Platforms.

亚马逊已开始进军印度的各个领域,从杂货配送、保险到药品,将与穆克什•安巴尼强势的Jio平台爆发一场重大冲突。

The U.S. giant is fanning out at a pace not seen elsewhere in the world. Amazon is now delivering prescription and over-the-counter medicines and herbal remedies in Bangalore. It started last month selling car and motorbike insurance -- a first for the Seattle-based online giant -- claiming to finalize policies in under two minutes without paperwork. It piled a restaurant delivery service to Prime subscribers in parts of Bangalore last year. And it’s even reportedly unveiling wealth management services this year.

这家美国巨头正在以前所未见的速度向外。亚马逊已在班加罗尔供应处方药、非处方药和草药。上个月,该公司开始销售汽车和摩托车保险,这是这家总部位于西雅图的线上巨头首次销售保险。该公司声称可以在两分钟内出保单,无需提交文件。去年,该公司在班加罗尔部分地区试运行了面向主要用户的餐厅外卖服务。据报道,该公司甚至在今年推出了理财服务。

Those eclectic choices coincide with a similarly rapid-fire expansion by Jio’s parent, Reliance NSE 0.61 % Industries Ltd. The energy-to-retail conglomerate run by Ambani, one of the world’s wealthiest men, scored more than $20 billion of investment in just months from backers including Facebook Inc. and Alphabet Inc.’s Google to create an Indian internet behemoth. On Wednesday, Reliance’s retail unit announced it had acquired a majority stake in a top e-pharmacy Netmeds. And it’s preparing to add a suite of financial products and services including insurance, brokering and mutual funds.

这些广泛的选择与Jio母公司信实工业类似的快速不约而同。安巴尼是世界上最富有的人之一,他经营的这家从能源到零售的综合企业信实在短短几个月内就从Facebook 和Alphabet 旗下的谷歌等投资者那里获得了200多亿美元的投资,以将其打造成印度互联网巨头。周三,信实的零售部门宣布收购了一家顶级电子药房Netmed的多数股权,它还准备增加一系列金融产品和服务,包括保险、代理和互惠基金。

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“This is going to be one fierce battle,” said Satish Meena, senior forecast analyst at Forrester Research Inc. “Amazon and Reliance want to meet a person’s every need from online retail to financial services to entertainment. It’s a fight for the household’s spending.”

弗雷斯特研究公司的高级预测分析师米纳称:“这将是一场激战。亚马逊和信实希望满足人们从在线零售、金融服务到娱乐的所有需求。这是一场争夺家庭支出的战斗。”

Jeff Bezos regards India as a key frontier for Amazon, particularly after failing to break into China. Now he faces a homegrown champion backed by some of his fiercest U.S. rivals.

杰夫•贝索斯将印度视为亚马逊的关键前沿,尤其是在未能打入中国市场之后。现在,他面对的是一个本土冠军,而且对方还获得了一些强大的美国对手的支持。

The most savage fight will be in groceries, which accounts for 55% of all Indian retail sales, according to Forrester. While it’s still early days, Amazon has been steadily pushing groceries through Amazon Pantry and produce via Amazon Fresh. Reliance only recently launched competitor JioMart in 200 cities, and it’s averaged 250,000 orders a day within weeks. Both are also tussling over one of India’s largest grocery chains, Future Retail, which controls Big Bazaar stores. Reliance is negotiating an acquisition but Amazon, which holds a minority stake, may be unwilling to allow its rival to gain control.

最激烈的竞争将发生在占印度零售总额55%的食品杂货行业。虽然还处于初期阶段,但亚马逊一直在通过Amazon Pantry稳步推进食品杂货,并通过Amazon Fresh进行生产。信实最近才在200个城市推出了竞争对手JioMart,几周内平均每天就有25万份订单。两家公司还在争夺印度最大的食品杂货连锁店Future Retail,后者控制着Big Bazaar 商店。信实正在就一项收购进行谈判,但持有少数股权的亚马逊可能不愿让其竞争对手获得控制权。

Amazon’s now testing farm-to-doorstep fruit and vegetable deliveries in the western city of Pune -- another world first. It’s a direct assault on Jio: Ambani recently said four-fifths of the fruits and vegetables sold on JioMart or through its retail outlets were sourced directly from farmers.

亚马逊正在印度西部城市普纳试运行从农场到家门口的水果和蔬菜配送,这在世界上又是一个先例。这是对Jio的直接攻击:安巴尼最近表示,在JioMart或其零售店销售的五分之四的水果和蔬菜第一手直接从农户采购的。

“The toughest battle between the two is going to be fought in grocery retail,” said Meena. “Grocery is Reliance’s strength and they will assert their pricing power by combining their offline muscle.”

米纳称:“两家公司之间最激烈的竞争将是食品杂货零售业。食品杂货是信实的优势所在,他们将通过整合线下实力来维护自己的定价能力。”

 

印度经济时报读者的评论:

译文来源:三泰虎 http://www.santaihu.com/p/50613.html    译者:Jessica.Wu

DT

Do you need a foreign company to deliver groceries at your doorstep? That is a shame on Indian companies. Our businessmen do not stand a chance ag inst international competition unless given some prection by gt. Ofcourse Germany did provide support Aldis ag inst Walmart;

你们需要一家外国公司送货上门吗

?这是印度公司的耻辱。除非得到政府的保护,否则我们的商人在国际竞争中是没有机会获胜的。

 

will graham

I don't see anybody wng other than these two. The people are gonna lose in the long run. They'll just kepp getting richer.

除了这两家公司,我看没人会赢。从长远来看,输的是人民。富人只会越来越富有。

 

Sandeep R

This battle will be won by Reliance only. There agreement with Google ( so called FDI) to develop connectivity infra will help jiomart and soon we will see relaxation of rules regarding online selling that will help Ambani to churn huge profits. Finally after eating up compitetors , reliance will revise product pricing.

只有信实能赢得这场战斗。与谷歌达成的协议将有助于Jiomart,很快我们将看到网上销售规则的放宽,这将帮助安巴尼赚取巨额利润。最后,信实将在击垮竞争对手之后,调整产品定价。

 

Navneet Kapoor

Winner to be decided by customer service - resolving customer grievances quickly.

Battle has just begun...

Let's wait and watch.

能否获胜取决于客户服务——快速解决客户投诉。

战斗才刚刚开始……

让我们拭目以待吧。

 

Muralidharan G.e.

ICICI has already accepted Chinesd capital. Modi cannot totally keep China at bay. Indian economy could crumble if they do that.

印度工业信贷投资银行已经接受了中国的资金。莫迪不能完全牵制住中国。如果中国投资继续进来,印度经济可能会。

 

Srinivasan Vedantam

We need big corporates for manufacturing not retail trade. Tomorrow they will start chain shops in beauty parlour or hair dressing saloon or even roadside bhaji shop on franchise. Will the go nment save SMEs particularly small businesses from falling to pray of monopoly like situation created by corporate /MNC sharks.

我们需要大企业从事制造业,不是零售业。明天,他们将在美容院、理发店甚至路边的专营店开连锁店。政府是否会拯救中小企业,尤其是小企业,使其免于陷入由大公司/跨国公司制造的垄断局面。

hari krishna Johri

Clueless Gt.

政府无能为力

 

Sujith Ram

I am afraid this kind of brutal competition may undermine the concept of "Make India". After all go nment doesn't seem interested to control this mad scramble to pocket their pential customers. Consumers may be benefited from predatory pricing of these giants but eventually lead to oligopoly and RIP of small and medium scale vendors.

我担心这种残酷的竞争会破坏“印度制造”计划。毕竟,政府似乎没有兴趣控制这种疯狂的抢钱行为。消费者可能会从这些巨头的掠夺性定价中受益,但最终会导致寡头垄断,中小型供应商安息吧。

 

mahindrakaran

This is present trend of On line business due to increase the trend of consumer prefer to purchase online instead going to retail shop.

这是目前线上业务的趋势,消费者更倾向于在网上购物而不是去线下门店。

 

Sutanu Gupta

Jio will win because of go nment support for crony-monopoly.

得益于印度政府支持裙带垄断,Jio将会胜出

 

Aniket Mehta

Those big people are gonna hurt small business and will kill their business. Gt. Should make some policies ag inst them

这些巨头会伤害小企业,扼杀他们的生意。政府应该制定一些政策来约束他们

 

Kalpesh Ganatra

we should rely on indian firm rather than mnc... services will improve by both tata and jio

我们应该依靠本土企业,而不是跨国公司。塔塔和Jio都将改善服务

 

Habibul Khan

Jio don't creating jobs ,only they are doing is profit.

Jio没有创造就业机会,他们只创造利润。

 

Rohit Rajput

Fight between these giants will only destroy local vendors, they will face more problem than anyone!!

这些巨头之间的战斗会挤掉当地商贩,后者将面临的问题比谁都多!!

 

Somesh Kumar

JioMart has to improve a lot customer service. It is worst. Nobody picks up call at Customer Support, don't respond email, wrong delivery details on App etc.

JioMart需要大力改善客户服务,服务太差了,没人接听客服电话,不回复邮件,APP上的配送信息经常出错。

 

Caba San Viejo

Indian MNC'S like TATA, JIO should be encouraged to grow and catch up with US MNC'S ....

应该鼓励塔塔、JIO等印度跨国公司发展,赶上美国跨国公司……

 

Rony

Both the companies will destroy thousands of traders worldwide and that's not good for any Economy.

这两家公司将让全球成千上万的贸易商没有活路,对任何经济体来说,这都不是好事。

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