Sou Hu Cai Jing·2025-06-22 12:58Group 1 - Liu Qiangdong emphasized the importance of brand value in the current platform economy, stating that without brands, the economy lacks quality [1][2] - The platform economy operates on a "platform eats all" logic, where platforms utilize non-neutral pricing and cross-subsidization strategies to maximize their own profits at the expense of brand margins [1][2] - The current live-streaming sales environment exacerbates the situation, with top influencers leveraging their traffic to drive down brand prices, further squeezing brand profit margins [1][2] Group 2 - The cycle of price suppression leads to a detrimental effect on brand innovation, resulting in lower product quality and stagnant employee wages, ultimately harming consumer spending [2][3] - Liu Qiangdong criticized the "garbage goods" economy, arguing that reliance on low-quality products will hinder the overall economic health of the country [2][3] - He proposed the "three-thirds theory," suggesting that retailers should only take one-third of the profits, while two-thirds should belong to brand owners, aiming to reshape the relationship between platforms and brands [2][3] Group 3 - This new value distribution challenges the traditional platform profit-maximization logic and aims to establish a symbiotic relationship within the supply chain, fostering a virtuous cycle of brand economy [3][5] - The restructuring of platform economics requires regulatory oversight and a commitment to innovation and ethical practices from platforms [3][5] - JD Group focuses solely on supply chain-related businesses, emphasizing that profitability can be achieved through supply chain efficiency rather than merely selling low-cost goods [3][5] Group 4 - The concept of "brand economics" is seen as essential for rescuing brands from being squeezed by platforms and for improving the quality of products available to consumers [4][5] - Ensuring brands receive reasonable profits is crucial for fostering innovation, enhancing worker dignity, and allowing platforms to return to their service-oriented roots [5]