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Long-term and near-term concerns of new and old merchants

It is easier to conquer the country than it is to defend the country. This sentence is most suitable for Taobao e-commerce. In the past ten years, Taobao e-commerce has created an era. Taking the shelf e-commerce as the model and the fulfillment platform. As the form, it completes the connection between merchants and consumers. Then, based on the huge number of users of t C-end consumers. It will continue to attract midstream merchants in the industry chain to settle in and then feed back. C-end users again with the increase in the scale of merchants. And finally build a strong e-commerce model. But now the advantages of this e-commerce model are gradually being smoothed out.

New merchants cannot make money

From the perspective of the C-end, the current ceiling of domestic Internet user growth has arrived. Under the competition of existing users, “buy small items to Pinduoduo, and large items to has increasingly Russia Phone Number List become the inner thoughts of many users. The live broadcast e-commerce represented by Doujin, relying on the “time = transaction” approach, broke into the sinking market that  and Taobao e-commerce have always wanted to enter. From the perspective of the B side, whether it was the large withdrawal of Taobao merchants in the past, it has made Pinduoduo later. It is still the case that Taobao live streaming e-commerce is monopolized by top anchors, the traffic of small and medium-sized businesses.

The old merchants are entangled in whether to stay or stay

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Is too low, and transaction costs are increasing. They all show that the attractiveness of Taobao e-commerce to merchants is facing new challenges. Under the enemy’s back and forth, Taobao’s e-commerce companies have also changed from “defense” to “offensive”. Provide richer forms of BY Lists consumption through three strategies of live broadcast, private domain, and content, and strengthen user stickiness and duration. Continue to improve the cost performance of products through clear “price power”. Through local supply and local logistics performance, cooperate with Taoxianda, Taocaicai, etc. to meet the immediate demand for high-frequency rigid needs. This is the goal proposed by Zhang Yong at Ali’s third-quarter financial report conference call last year.

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