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中国女CEO在美国爆火,只是个意外?
创业邦·2025-05-06 03:41

Core Viewpoint - DHgate, a B2B online trading platform, has experienced a surge in popularity due to TikTok's viral marketing, but its growth may not be sustainable due to inherent business model challenges and market competition [2][13][19]. Group 1: Company Overview - DHgate was founded in 2004 and differentiates itself from Alibaba's international platform by allowing free seller registration and charging commissions based on transaction amounts [5][11]. - The platform has over 2.78 million registered suppliers and more than 100 million cumulative registered buyers, covering over 225 countries and regions [5][16]. - The founder, Wang Shutong, has a rich professional background, having worked at Microsoft and Cisco before starting DHgate [6][11]. Group 2: Recent Performance - DHgate's app saw a significant rise in rankings on the App Store, reaching second place overall and first in the shopping category by April 15, 2023, but subsequently fell out of the top 200 by May 1 [3][5]. - The app's downloads increased by 56% in a short period, with nearly half of the downloads coming from the U.S. market [15][16]. Group 3: Market Dynamics - The recent surge in DHgate's popularity is attributed to rising consumer demand for affordable products amid inflation and increased tariffs on Chinese imports [15][19]. - The platform's growth was also supported by a significant increase in daily GMV, averaging around $40 million during a peak period [16]. Group 4: Challenges and Risks - Despite the initial success, DHgate faces challenges in user retention and product quality, with reports of negative reviews and potential infringement issues [19][22]. - The platform's business model primarily targets B2B transactions, which may limit its ability to sustain consumer interest and growth in a competitive market [19][23]. Group 5: Strategic Adjustments - DHgate is attempting to adapt by forming an ecosystem that includes DHgate (centralized platform), MyyShop (social e-commerce), and DHLink (logistics) to better serve small and micro businesses [25][26]. - The company is exploring partnerships with other cross-border e-commerce platforms to enhance its market presence and adapt to changing industry dynamics [24][26].