Group 1 - The core viewpoint is that Pinduoduo (拼DD) is shifting its strategy from merely attracting users through promotions to focusing on enhancing the manufacturing capabilities and efficiency of its supply chain [1][3][11] - The International Monetary Fund (IMF) has slightly raised its forecast for China's economic growth in 2025, indicating a renewed confidence in the stability of the Chinese economy despite external challenges [3][5] - The perception of "Made in China" is evolving; it is no longer just about low cost and high volume, but also about speed, flexibility, and reliability in production [5][9] Group 2 - Pinduoduo is no longer just a platform for e-commerce; it is positioning itself as a "manufacturing consultant" by directly assisting factories in improving their production processes and product offerings [13][15] - The platform is helping factories understand market trends and consumer preferences, enabling them to innovate and adapt their products accordingly [16][18] - Pinduoduo's new role involves not just facilitating transactions but actively participating in the growth and transformation of manufacturing capabilities, thus enhancing the competitiveness of Chinese products in the global market [20][24][27]
告别砸钱抢用户,电商巨头死磕中国制造,这步棋彻底盘活产业链?