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独家专访Uzum创始人:腾讯为何投资我们?

Core Insights - The Central Asian e-commerce market, particularly in Uzbekistan, is experiencing explosive growth driven by a young population and advancements in digital infrastructure [1][2] - Uzbekistan's e-commerce market is projected to exceed $2 billion in the next five years, with online retail share expected to rise from 3% to 15% [1] - The integration of e-commerce, fintech, and logistics is crucial for platforms like Uzum Market to connect Chinese manufacturing with Central Asian consumers [1][5] E-commerce Market Growth - Uzbekistan's e-commerce market is forecasted to grow approximately sevenfold, reaching $12 billion by 2027 [1][2] - The establishment of the largest logistics center in the region by Uzum Market has facilitated online shopping, especially in remote areas [1][2] Mobile Internet and Government Support - The cost of mobile internet in Uzbekistan has decreased by nearly 90% over the past four years, enhancing access to digital services for millions [2] - The government is providing significant support to the e-commerce sector, including a reduced tax rate of 1% for freelancers and individual entrepreneurs selling online starting January 1, 2026 [2] Employment and Market Accessibility - E-commerce platforms are providing a quick entry point for small and medium-sized enterprises (SMEs) into the national market, creating new job opportunities [2][3] - Over 17,000 entrepreneurs are currently selling products on Uzum Market, which has become one of the largest taxpayers in the country [2] Consumer Behavior and Product Availability - E-commerce is enhancing the availability of affordable and diverse products for residents in remote areas, with over 1,100 pickup points established across 400 residential areas [3] - Approximately 30% of sellers on Uzum Market are women, providing them with low-cost entrepreneurial opportunities [3] Cross-Border E-commerce Opportunities - Uzum Market is facilitating access for Chinese sellers to the Uzbek market, indicating strong local demand for Chinese products [3][5] - The platform offers support for Chinese manufacturers, including a new delivery model and partnerships with logistics companies for cross-border shipping [3] Strategic Investments - Tencent's investment of nearly $70 million in Uzum Market highlights the platform's potential due to its large user base, stable operations, and comprehensive logistics system [5] - Uzum is positioned as a digital ecosystem integrating e-commerce, fintech, and logistics, serving millions of consumers and thousands of sellers [5][6] Market Comparison - The e-commerce market in Central Asia, including Uzbekistan, is still developing compared to China's mature and competitive landscape [5][6] - The underdeveloped nature of the Central Asian e-commerce market presents significant future growth potential as payment and logistics infrastructures improve [6]