e-commerce platform competition, shopping traffic cost, who has a cheaper model, the vitality is naturally strong. Taobao relies on buying traffic to help Pinduoduo with blood transfusions, to maximize its performance, and then through good accounts, to collect money in the capital market? From Ali to Pinduoduo, there are two different things on the surface. Relying on foreign forces, they are in fact the same line.
Taobao originally bought traffic and then split it to merchants. However, Pinduoduo relies on tricks to split the traffic through social tools and media, and then give it to the merchants, and the traffic cost is almost zero. Taobao has the first-mover advantage and the non-e-commerce model is advanced. Now this first-mover advantage is becoming less and less advantageous.
Ma Yun's Tmall network, the model is not as good as Jingdong. JD.com adopts self-operated logistics and comprehensively arranges warehousing, most of which can be delivered the next day, or even the same day. Jingdong’s genuine strategy will not buy fakes and bring regular invoices. Self-operated centralized procurement to improve bargaining power and reduce procurement costs.
Jingdong is a genuine merchandiser. For high-end consumers, they can buy urgent brand goods, so they are naturally at home, and they like Jingdong more and more. However, Tmall lacks logistics support. Although it adopts the rookie model, it takes advantage of the cheap price, slow speed, and poor service, and uses franchise stores to expand quickly.
Tmall abacus monkey essence, exploitation is everywhere. Most franchised stores do not buy social security for couriers, and their wages and benefits are more shallow. Most of them are far lower than Jingdong and SF Express, which do not pay taxes, so the cost is cheaper. Policies are becoming more and more standardized, the four links and one cooperation are slippery, and the cost advantage has been lost.
With more and more outlets, JD.com opens to the outside world to accept orders, and the sales volume increases. The logistics cost will be lower. In order to ensure the logistics speed, provide employees with social insurance, and legal Logistics costs are lower. Under the competition of JD logistics, the four-link and one-stop model has no vitality.
Tmall’s authentic image,Only the advantage of women's clothing. After all, there are enough styles. Naturally, it is not as good as Jingdong. Then for 3C digital, beauty and personal care, car accessories, gold and silver jewelry, famous watch bags, etc., the Jingdong brand has the advantage and the platform has obvious appeal. .
Women do not value the brand, but more emphasis on style. With the rise of Pinduoduo, Jingdong apparel competition, advantages are also fading. After all, the advantage of supply is not the advantage of e-commerce. Logistics depends on the flow cost. Now after being interviewed, Ali can no longer take advantage of the monopoly and engage in "choosing one of two".
provides source manufacturers, which will inevitably be fully distributed on all major e-commerce platforms. Alibaba Group has been intensively farming traffic, launching super recommendations, through-train precise recommendations, thousands of people on the search side, closing market sub-accounts, closing Taobao indexes, etc., a free data platform, in order to maximize the realization of traffic and data.
Tmall took great pains to increase the cost of acquiring customers, it will inevitably pass on buyers, weaken the Taobao platform, and greatly reduce its competitiveness. Many products of the same brand are cheaper on JD and Pinduoduo? With a single click of the through train, the unit price is more expensive than Skyrim, much more expensive than Jingdong, and far more than the price of Pinduoduo.
Ali-based e-commerce model, in fact, is not as good as Pinduoduo, and there is no advanced JD. The latter relying on Tencent, this super traffic pool, will sooner or later subvert Ali, but Taobao Tmall lacks. It is always the root fuse. If a policy is introduced that requires e-commerce to pay taxes and compulsory payment of social security, it will have a profound impact on Ali's operations.
Jack Ma has exhausted his organization, and Ali is the largest equity holder. It relies on domestic e-commerce to make money for the American chaebol. Now the East Window incident has gone, all kinds of umbrellas are gone, Tmall’s good news has come to an end, and it is a fatal blow to Taoism. The advantage of JD.com has been reflected. Pinduoduo is an Alibaba group. The abnormal advantage depends on the state to support e-commerce, and it is difficult to continue temporarily tolerating it.
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