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丹丹自动化录制专用

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丹丹自动化录制专用

2023-03-06

Hhjj

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丹丹自动化录制专用

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$SPXW 自定义 240701 5485.0C/5490.0C/5495.0C/5500.0C$ jjjjjj

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top51

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Test 2

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$中国平安(601318)$ fff

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$中国平安(601318)$ hhhh

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$优步(UBER)$ lll

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$优步(UBER)$ ffg

丹丹自动化录制专用

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$达达集团(DADA)$ test

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llo

Temu大战Shein，当下美国零售业最火的是两家中国公司

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$新东方(EDU)$

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$美团-W(03690)$ fenxiang

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11:56","market":"us","language":"zh","title":"Temu大战Shein，当下美国零售业最火的是两家中国公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1134332177","media":"华尔街见闻","summary":"两家来自中国的电商在海外市场的“火药味”越来越浓。","content":"<html><head></head><body><blockquote><b>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。</b></blockquote><p>Temu的出现如“平地一声雷”，让Shein不得不防。</p><p>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。</p><p>媒体分析指出，自拼多多跨境电商Temu横空出世以来，其增长势头迅猛，<b>连续几个月“霸榜”美国应用程序排名，多次将Shein挤下App下载排行冠军的位置。</b></p><p>截至2023年2月23日，Temu App新增下载量4000多万，新增用户增速第一，AppStore购物榜霸榜69天、Google Play购物榜霸榜114天；冠名2023北美“超级碗”电视广告覆盖1亿用户；单品日销过万件，单店日销过三万件。</p><p><img src=\"https://static.tigerbbs.com/2bf25120c301066c362f107577dbf1ea\" tg-width=\"640\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/></p><p>Temu凭借着强劲的冲击力，及与Shein非常相似的定位不断占领美国市场，这对于Shein来说，即便不是正面进攻，至少也是高强度的侧翼打击。</p><p>媒体援引知情人士消息称，打响知名度仅是Temu 主导在线购物领域的的第一步，<b>Temu将Shein视为现阶段最强劲的竞争对手，并希望在未来几年逐步超越Shein，最终在美国的市场份额能逐步逼近亚马逊和ebay。</b></p><p>根据数据分析公司YipitData的数据统计，Temu在登陆美国的5个月内实现了约5亿美元的 GMV（商品交易总额），仅在今年1月，GMV就接近2亿美元。</p><p>媒体分析指出，目前，Temu的GMV还不到Shein的十分之一，尚存天壤之别，但鉴于强大的运作能力，以及母公司拼多多的财力，<b>在不久的将来，大概率将实现病毒式的几何级增长。</b></p><p><b>Temu大战Shein</b></p><p>媒体分析指出，现在Temu已经以“更低的价格”狂扫美国市场，牢牢抓住了美国消费者的心。</p><p>一方面，Temu延续了拼多多在中国的<b>“社交裂变”模式，实现新用户快速增长，</b>另一方面Temu通过广告打响了知名度，在刚刚过去的全美橄榄球总决赛“超级碗”上，其斥资1亿元买了60秒的广告，成为超级碗史上最年轻的广告品牌之一，也使其“便宜”的定位进一步根植于美国消费者心中。</p><p>而长期以来，Shein在美国消费者心中的定位为“来自中国的、低价的、全款式服装购物App ”，两者之间的重叠性不言而喻。</p><p>有分析称，尽管这两家公司都是便宜产品的代名词，但Shein为自营品牌，而Temu则是一个平台，不进行设计和生产，而是招募第三方卖家在其平台上开设网店，卖家将产品送到Temu的仓库后，公司负责发货、营销和推广以及售后服务。</p><p>此前有分析指出，撑起Temu发展速度的，不仅在于拼多多复制了自己过往的成功经验，也包含背后庞大供应商群体的配合，但由于Temu掌控核价权，供应商在合作中颇为被动，<b>供货被不断压低价格，赚钱并非易事，目前，已有部分商家因不赚钱对未来持怀疑态度。</b></p><p>而现在，Shein也<b>即将在美国启动平台模式目前</b>，Shein已经在巴西、墨西哥启动了平台式商城了，并在招募新卖家（new seller）<b>。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</b>。在性价比赛道，2012年成立的Shein的访问量是TEMU的3-4倍。</p><p>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。</p><p>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，</p><p>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。</p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Temu大战Shein，当下美国零售业最火的是两家中国公司</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTemu大战Shein，当下美国零售业最火的是两家中国公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-06 11:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3683359><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3683359\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf08399c726f5c590fd07869bd297234","relate_stocks":{"PDD":"拼多多"},"source_url":"https://wallstreetcn.com/articles/3683359","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1134332177","content_text":"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。媒体分析指出，自拼多多跨境电商Temu横空出世以来，其增长势头迅猛，连续几个月“霸榜”美国应用程序排名，多次将Shein挤下App下载排行冠军的位置。截至2023年2月23日，Temu App新增下载量4000多万，新增用户增速第一，AppStore购物榜霸榜69天、Google Play购物榜霸榜114天；冠名2023北美“超级碗”电视广告覆盖1亿用户；单品日销过万件，单店日销过三万件。Temu凭借着强劲的冲击力，及与Shein非常相似的定位不断占领美国市场，这对于Shein来说，即便不是正面进攻，至少也是高强度的侧翼打击。媒体援引知情人士消息称，打响知名度仅是Temu 主导在线购物领域的的第一步，Temu将Shein视为现阶段最强劲的竞争对手，并希望在未来几年逐步超越Shein，最终在美国的市场份额能逐步逼近亚马逊和ebay。根据数据分析公司YipitData的数据统计，Temu在登陆美国的5个月内实现了约5亿美元的 GMV（商品交易总额），仅在今年1月，GMV就接近2亿美元。媒体分析指出，目前，Temu的GMV还不到Shein的十分之一，尚存天壤之别，但鉴于强大的运作能力，以及母公司拼多多的财力，在不久的将来，大概率将实现病毒式的几何级增长。Temu大战Shein媒体分析指出，现在Temu已经以“更低的价格”狂扫美国市场，牢牢抓住了美国消费者的心。一方面，Temu延续了拼多多在中国的“社交裂变”模式，实现新用户快速增长，另一方面Temu通过广告打响了知名度，在刚刚过去的全美橄榄球总决赛“超级碗”上，其斥资1亿元买了60秒的广告，成为超级碗史上最年轻的广告品牌之一，也使其“便宜”的定位进一步根植于美国消费者心中。而长期以来，Shein在美国消费者心中的定位为“来自中国的、低价的、全款式服装购物App ”，两者之间的重叠性不言而喻。有分析称，尽管这两家公司都是便宜产品的代名词，但Shein为自营品牌，而Temu则是一个平台，不进行设计和生产，而是招募第三方卖家在其平台上开设网店，卖家将产品送到Temu的仓库后，公司负责发货、营销和推广以及售后服务。此前有分析指出，撑起Temu发展速度的，不仅在于拼多多复制了自己过往的成功经验，也包含背后庞大供应商群体的配合，但由于Temu掌控核价权，供应商在合作中颇为被动，供货被不断压低价格，赚钱并非易事，目前，已有部分商家因不赚钱对未来持怀疑态度。而现在，Shein也即将在美国启动平台模式目前，Shein已经在巴西、墨西哥启动了平台式商城了，并在招募新卖家（new 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。","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920038060,"gmtCreate":1670390140451,"gmtModify":1676538358779,"author":{"id":"4100685913134480","authorId":"4100685913134480","name":"丹丹自动化录制专用","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100685913134480","authorIdStr":"4100685913134480"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/EDU\">$新东方(EDU)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/EDU\">$新东方(EDU)$ 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