Core Insights - The article highlights the significant transformation and challenges faced by the e-commerce industry, particularly on platforms like Taobao, as many sellers are shifting away from online sales to explore alternative business models [1][12][17] Group 1: Decline of Taobao Sellers - A report indicates that the number of e-commerce practitioners in China is expected to decrease by 12.5% year-on-year by mid-2025, with active sellers on Taobao dropping by 18.3% [1] - Former successful sellers, like Zhang Qiang, have left Taobao due to the platform's changing dynamics, which are no longer favorable for small businesses [1][12] Group 2: Rising Costs and Competition - The cost of acquiring new customers on Taobao has surged by 47% in 2025, averaging 78 yuan per new customer, making it financially unviable for many sellers [2] - The quality of traffic has declined, with conversion rates dropping from 10% to 3-4% [2] - Intense price competition has led to a significant reduction in profit margins, forcing many sellers to engage in price wars to attract customers [5][6] Group 3: Unpredictable Platform Rules - Frequent changes in platform rules create uncertainty for sellers, making it difficult for them to adapt and maintain profitability [3][4] - New policies, such as the introduction of a product quality scoring system, disproportionately benefit larger brands, increasing operational challenges for small sellers [3][4] Group 4: Emergence of New Platforms - New e-commerce platforms like Douyin, Pinduoduo, and Xiaohongshu are rapidly gaining market share, with Douyin's GMV reaching 3.43 trillion yuan in 2024, indicating a shift in consumer preferences [7][9] - Sellers are increasingly adopting multi-platform strategies to mitigate risks, but this approach can dilute their focus and resources [9] Group 5: Industry Evolution - The e-commerce sector is undergoing a maturation process, moving from rapid growth to a phase of adjustment and optimization, where only those with unique competitive advantages will thrive [12][14] - Taobao is implementing measures to improve the business environment, including financial incentives and AI tools to assist sellers [12][13]

近期金价持续飙升，不少投资者打算将手中的黄金变现。 然而《中国经营报》记者注意到，多家淘宝商家已暂停回购业务。相关商家客服回应称："因近期平台 规则调整，暂无回购业务。" 其中一位商家进一步解释："淘宝对商家的规则导致我们回收流程无法正常进行。" 尽管部分线上商家的回购业务受限，但线下黄金回收市场依旧活跃。 一位黄金企业人士透露："最近黄金回收量明显增加。" "很多客户把黄金拿来回收，我们自己也在出货。"上海某黄金回收商对记者表示，"金价在780元—790 元/克区间盘整时已收了一批货，近期出手，每克可赚40元—50元，已经很满意了。" 中国有色金属工业协会金银分会副秘书长、山东招金金银精炼有限公司副总经理梁永慧分析认为，线上 平台收紧黄金回购业务，或出于监管政策趋严与平台风险防控的双重考虑。 梁永慧指出，自2025年8月1日起实施的《贵金属和宝石从业机构反洗钱和反恐怖融资管理办法》明确要 求，单笔或日累计10万元以上的贵金属现金交易需向央行报送大额交易报告。线上回购同时涉及资金流 与物流，洗钱风险更高。淘宝作为交易平台，需承担合规审查责任。为避免因客户身份审核不严、交易 信息不完整而触及监管红线，平台采取" ...