将消费叙事还给普通人，拼多多用了10年

Core Viewpoint - The article emphasizes that Pinduoduo has redefined the narrative of consumption in China by focusing on the "silent majority," including small-town youth and the elderly, rather than just affluent urban consumers [2][4][9]. Group 1: Consumption Upgrade and Inclusivity - Pinduoduo challenges the traditional notion that consumption upgrade is only for the wealthy, instead highlighting that it can also mean affordable and valuable products for a broader audience [4][7]. - The platform's initiatives, such as "group buying" and "billion subsidies," have made previously inaccessible products available to everyday consumers [5][12]. - Recent consumption data shows that lower-tier cities have experienced significant growth in spending, indicating a shift in consumption power from urban centers to previously marginalized areas [7][8]. Group 2: Business Model and Merchant Empowerment - Pinduoduo has grown its merchant base from 1 million to over 10 million, providing low-entry barriers for small businesses to access the market [12]. - The platform's focus on understanding consumer needs rather than merely pushing products has led to a more effective marketplace [13][14]. - Pinduoduo's approach fosters a symbiotic relationship between consumers and merchants, driving innovation and responsiveness in the supply chain [12][19]. Group 3: Long-term Vision and Social Responsibility - Pinduoduo's core mission is to serve the largest number of ordinary people, positioning itself as a socially responsible enterprise [8][18]. - The company has maintained a consistent focus on consumer value and social impact, avoiding trends that detract from its primary objectives [19][20]. - The narrative of consumption has shifted from elite-driven to inclusive, allowing a wider demographic to participate in the economic cycle [22][26]. Group 4: Future Implications for Consumption - The article concludes that true prosperity lies in the active participation of the base of the economic pyramid, rather than just the affluent [25][26]. - Pinduoduo's model suggests that integrating more ordinary people into the consumption cycle is a key driver of sustainable growth [26].