Temu大战Shein，当下美国零售业最火的是两家中国公司

华尔街见闻2023-03-06

Temu的GMV还不到Shein的十分之一，但鉴于前者强大的运作能力，两家来自中国的电商在海外市场的“火药味”越来越浓。Temu的出现如“平地一声雷”，让Shein不得不防。3月5日，苹果App Store上下载最多的三个免费应用程序是Temu、CapCut（TikTok视频编辑器，“剪映”海外版）和TikTok；Google Play商店中下载最多是Temu、TikTok和Shein。媒体...

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丹丹自动化录制专用
2023-03-06
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seller）。无论是Shein在扩大品类（多品牌运作），还是推出平台模式，与同样背靠中国供应链、主打低价的Temu必有一战。在性价比赛道，2012年成立的Shein的访问量是TEMU的3-4倍。今年稍早，Shein在一份面向投资者的演示稿中指出，2025年营收将翻一番，达到585亿美元，GMV（商品交易总额）达到806亿美元。由于Temu的杀入，Shein要实现这一目标压力陡增，媒体报道称，Shein正洽谈筹集30亿美元的融资，其估值已从此前的1000亿美元降至640亿美元。同时，有分析认为，Shein和Temu的竞争可能不止于美国市场。据悉，Temu卖家中心后台加拿大站已开始内测。两家来自中国的电商在海外市场的“火药味”越来越浓。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9940407298,"gmtCreate":1678088833515,"gmtModify":1678089359647,"author":{"id":"4100685913134480","authorId":"4100685913134480","name":"丹丹自动化录制专用","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4100685913134480","idStr":"4100685913134480"},"htmlText":"llo","listText":"llo","text":"llo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940407298","repostId":1134332177,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":106360422,"gmtCreate":1684135120585,"gmtModify":1684135763711,"authorId":4100685913134480,"author":{"id":4100685913134480,"idStr":"4100685913134480","authorId":4100685913134480,"name":"丹丹自动化录制专用","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9940407298,"type":1,"supId":0,"prevId":0,"content":"<span 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