俄罗斯电商巨头Wildberries剑指非洲，2024年营收狂飙60%！

Core Insights - The merger of Russian e-commerce giant Wildberries with Russ has accelerated the internationalization of the new company RWB, with plans to enter the African market following successful expansions into Georgia, Tajikistan, and the UAE [1][3] - RWB's primary focus is to consolidate its existing market position while actively exploring opportunities in developing countries, with Africa identified as a key target [1][3] Group 1: International Expansion - Wildberries has expanded its business to nine countries, including traditional markets like Russia, Armenia, and Belarus, as well as new markets such as China and the UAE [3] - The company adopts a cautious strategy in emerging markets, focusing initially on import operations and recruiting sellers from China and UAE [3] - The entry into the African market is expected to alter the e-commerce landscape, especially with competitors like Alibaba already establishing a presence [3] Group 2: Financial Performance - Wildberries reported a revenue of 4.1 trillion rubles for 2024, a 60% increase from 2.5 trillion rubles in 2023, surpassing X5 Group to become Russia's largest retailer by revenue [6] - The net profit surged 3.5 times year-on-year to reach 1.04 trillion rubles, while seller income increased by 44% to 2.9 trillion rubles [6] Group 3: Strategic Investments - The company invested over 150 billion rubles (approximately 11.7 billion RMB) in 2024, focusing on logistics, IT infrastructure, and advertising resources [6][7] - RWB plans to double its investment by 2025 to further enhance its competitive edge [7] Group 4: Technological Innovations - Wildberries' growth is driven by a multi-faceted approach that includes geographic expansion, service diversification, and technological innovation [10] - The company has introduced AI-driven personalized features in its mobile app to enhance user experience through tailored product recommendations [10] - Financial technology services have become a new pillar of the business ecosystem, including online credit, consumer insurance, and BNPL services [12] Group 5: Market Position - Wildberries enjoys high brand recognition, with 93.4% of Russian consumers aware of the platform and an 84.5% usage rate, maintaining its leading position in the market [14] - The company is poised to leverage its annual transaction scale of 4 trillion rubles and its investment in infrastructure to compete effectively in the African market [14]