从优衣库到 Temu：中国电商用数月追平欧美巨头10年布局

Group 1 - The Japanese market, known for its price sensitivity, is becoming a new battleground for Chinese e-commerce platforms like Temu and SHEIN, which are dominating shopping rankings with ultra-low prices [1][5] - Temu offers products at significantly lower prices, such as a dress priced at 1,500 yen (approximately 70 RMB), which is one-third the price of similar products from Uniqlo, directly impacting local retailers [5] - The rise of Chinese e-commerce is also attributed to generational changes in Japanese consumer preferences, with a decline in the belief that domestic brands are superior, dropping from 56% in 2010 to 37% in 2020 among the 18-29 age group [5] Group 2 - Chinese products are shedding the "low price, low quality" label, gaining a reputation for quality, which is further supported by the economic downturn in Japan and generational shifts in consumer behavior [6] - The rapid success of Chinese platforms in Japan contrasts with foreign companies like Rakuten, which has taken decades to adapt to the local market, while Chinese platforms achieved significant market penetration in just months [5][6] - By July 2023, Temu had over 15 million users in Japan within six months of entry, and over 50% of new sellers on Amazon Japan are now Chinese merchants, indicating a deepening presence in the world's third-largest economy [5]