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俄罗斯电商巨头Wildberries剑指非洲,2024年营收狂飙60%!
Sou Hu Cai Jing· 2025-06-25 10:55
在这些新兴市场,Wildberries采取谨慎策略:在中国和阿联酋仅开展进口业务,招募中国卖家入驻并引入阿联酋消费电子供应商。 俄罗斯电商巨头Wildberries与Russ合并后的新公司RWB正加速国际化步伐。在圣彼得堡国际经济论坛上,俄罗斯央行首席执行官罗伯特·米尔佐扬宣布, RWB计划进军非洲市场,此前已成功进入格鲁吉亚、塔吉克斯坦和阿联酋等新市场。 米尔佐扬强调,公司当前首要任务是巩固现有市场地位,同时积极开拓发展中国家,非洲将成为下一个重点目标。这一战略透露出Wildberries对南半球国家 市场的强烈兴趣。 图源:网络 非洲新战线,全球布局再落一子 Wildberries的全球化战略采取渐进式路径。目前业务覆盖范围已扩展至9个国家,包括俄罗斯、亚美尼亚、白俄罗斯等传统市场,以及新开拓的中国和阿联 酋。 这一布局模式与创始人Tatyana Kim的战略思想一致。她曾表示,尽管对众多新兴市场怀有兴趣,但考虑到交通条件落后等现实限制,前期扩张优先选择邻 国及条件相对成熟的市场。 非洲市场早有竞争者布局。阿里巴巴已于2024年在摩洛哥启动首个非洲电商平台,助力当地制造和出口企业拓展国际市场。Wildbe ...
韩国企业代表团到访愿景未来 共探直播电商全球化新机遇
Jin Tou Wang· 2025-06-23 23:53
当前,全球直播电商呈现爆发式增长,位于亚洲的韩国市场尤为突出。2024年,韩国直播电商规模达2.5万亿 韩元(约19亿美元),预计2025年将突破3万亿韩元,且超60%的海外直购额来自中国平台。Temu、全球速卖 通、抖音海外极速版等中国跨境电商平台凭借价格优势与数字生态,占据韩国下载量前列,中国电商和跨 境电商在韩国消费市场的渗透力持续增强。 近日,由萧山区商务局指导,CL Pharm、BLOSSOM、DCTRAID、CJ E&M、每日经济等十余家韩国知名 品牌、媒体、企业组成的代表团到访愿景未来,深入考察中国国内头部直播电商企业的发展模式和创新 成果,旨在深化中韩跨境电商合作,为区域电商产业高质量发展按下"加速键"。 考察团一行实地参观了愿景企业展厅、矩阵直播间、创新直播空间等各类场景,听取了企业在直播运 营、品牌赋能和数字营销等方面的介绍,详细考察了ELLO等韩国品牌的直播间,并对愿景签约的韩国明 星主播小五(金恩圣)进行细致了解,对企业发展规模、直播运营成果和技术创新服务等也给予了高度评 价。 萧山区商务局相关负责人表示,此次考察是推动区内电商走向国际化、双向链接资源赋能企业的重要一 步,愿景作为区内 ...
2025年电商发展报告- 星图数据
Sou Hu Cai Jing· 2025-05-29 02:28
今天分享的是:2025年电商发展报告- 星图数据 报告共计:页 这份《2025年电商发展报告》聚焦电商行业现状与趋势,从消费群体、平台动态、技术应用、模式创新等维度展开分析,展现行业多元发展格局。 消费群体与市场表现 跨境电商方面,部分平台海外仓覆盖国家同比增长超50个,构建了欧洲、亚太等地区"2-3日达"时效圈,提升跨境物流效率。本地生活服务进一步细分,涵 盖外卖、团购、酒店民宿、看病买药等多个领域,美团、抖音生活服务、快手本地生活等平台通过补贴、活动等方式抢占市场份额,丰富消费者生活场景。 整体来看,2025年电商行业在消费升级、技术革新、模式迭代的推动下,呈现出多元化、智能化、全球化的发展态势,各平台通过差异化策略与生态构建, 持续挖掘市场潜力,重塑行业格局。 以下为报告节选内容 城镇居民和农村居民消费能力持续提升。数据显示,城镇居民相关消费实际增长 +4.5%,农村居民相关消费实际增长 +5.8%;在另一项消费指标中,城镇居 民实际增长 +8.3%,农村居民实际增长 +9.2%,农村消费市场潜力进一步释放。纺织品等品类在消费市场中占据一定地位,显示出基础消费需求的稳定。 电商平台发展动态 各电商平台围 ...
遥望科技(002291) - 002291遥望科技投资者关系管理信息20250520
2025-05-20 10:02
创新业务多处于培育阶段,前期投入较大,毛利率较低。另一方面, 伴随业务拓展,公司人员构成也处于快速更替过程中,造成人员费 用较高,导致效益不及预期。尚未使用的募集资金中 78,900 万元用 于暂时补充流动资金,其余仍存放在募集资金专户中。此外,公司 融资金额与市值水平并没有直接关系,感谢您对公司的关注。 2.因为关注到公司多年亏损,公司怎么保证 2025 年或者未来业 绩是盈利的,并且这个盈利是可持续性的,有什么措施能增加投资 者信心?公司是否有计划继续回购股份来提振市场信心? 答:尊敬的投资者您好,公司自 2024 年经重新审视前期人员规 模大幅扩张所带来的成本承压问题后将精细化管理立为公司内部管 理发展的主基调,人员冗余问题持续缓解。另一方面,公司已于 2025 年制定并通过了新一期股票期权与限制性股票激励计划,旨在提振 公司发展信心,调动员工积极性,健全长效的人才管理机制,同时 本次激励计划设置了以未来两个报告期的净利润目标,彰显了公司 深化改革与持续化发展的潜力与信心。2024 年二季度末起公司陆续 停止对亏损的创新业务投入,改变经营模式,扩大联盟生态,还采 取一系列措施,包括但不限于优化组织架构、 ...
“比价大战”硝烟再起,京东又带头卷起来了
Sou Hu Cai Jing· 2025-05-05 04:04
作者|宸汐 编辑|天宇 今年五一小长假,香港终于又火了。 据香港特区政府入境事务处数据显示,"五一"假期首日,香港录得超过102万人次出入境,入境人次逾54万,其中内地旅客约22万人次。而节前该机构曾估 算,今年五一黄金周预计约有571万人次(包括香港居民及访客)经各海、陆、空管制站进出香港。 激增的入境游客,大概率将带动香港旅游、餐饮、交通、酒店等行业收入增长,并提升尖沙咀、中环等商圈的营业额。 值得注意的是,相比于线下入境消费于五一爆火,香港本地市民的线上消费习惯早已在五一前发生巨大变化。尤其是今年3月起,淘宝、京东、拼多多等电 商巨头不约而同加快在香港特区的落子布局,先后落地"包邮"、"补贴"等政策,京东甚至打出了"全港比价、买贵就赔"的比价口号,有效促进了香港特区电 商业务的发展。 实际上,自内地电商平台相继推出"包邮到港"服务后,一箱箱标着"包邮区"的快递从深圳、广州等集运仓涌入香港,掀起了一股前所未有的"反向海淘"浪 潮。过去习惯线下购物的中国香港消费者,正以惊人的速度转向内地电商平台。部分香港自提点随即成为"爆仓重灾区","打蛇饼"排长队提货,在香港街头 已经屡见不鲜。 淘宝自2024年9月便率 ...
极兔速递-W(01519) - 2024 H2 - 业绩电话会
2025-03-05 17:52
Financial Data and Key Metrics Changes - In 2024, the company handled 24.6 billion parcels, a year-on-year increase of 31% [7] - Revenue reached $10.3 billion, marking a year-on-year increase of 16% [7] - Adjusted EBIT was $301 million, a significant turnaround from a loss of $335 million in the previous year [7] - Net profit was $114 million, representing the first full year of profitability in the company's history [7][28] - Total revenue increased by 15.9% year-on-year from $8.8 billion in 2023 to $10.3 billion in 2024 [19] - Adjusted net profit reached $200 million in 2024, a turnaround from an adjusted net loss of $432 million in 2023 [28] Business Line Data and Key Metrics Changes - In China, the company handled 19.8 billion parcels, a year-on-year increase of 29%, with adjusted EBIT reaching $147 million [8][25] - In Southeast Asia, parcel volume increased by 41% to 4.6 billion parcels, with revenue rising by 22.3% to $3.2 billion [12][21] - New markets saw a 22% increase in parcel volume, handling 281 million parcels, with revenue growing by 76.1% to $576 million [15][25] - The cross-border business revenue decreased by 88.7% to $75 million due to a strategic shift to focus on B2B [27] Market Data and Key Metrics Changes - The company's market share in China increased to 11.3%, while in Southeast Asia, it reached 28.6%, marking a 3.2 percentage point increase from 2023 [8][12] - The cumulative parcel volume of China's express delivery industry grew by 21.5% in 2024, indicating a robust market environment [10] Company Strategy and Development Direction - The company aims to solidify its market position in Southeast Asia and China while expanding into new markets [16] - Strategies include reducing costs through refined management, leveraging expertise from China, and enhancing service quality [16] - The company plans to capture changes in business flow due to e-commerce globalization and strengthen its brand [16] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges in the express delivery industry but expressed confidence in long-term growth and profitability [17] - The company is committed to continuous self-improvement and maintaining a competitive edge in a challenging market [17] - Management expects to achieve full-year EBITDA breakeven for new markets in 2025 [55] Other Important Information - The company reported a significant improvement in cash flow, with a net cash inflow from operating activities of $807 million in 2024 [28] - Free cash flow turned positive for the first time, reaching $252 million [29] Q&A Session Summary Question: Performance of TikTok Shop in Mexico and expectations for parcel volume growth - Management indicated that TikTok Shop began operations in Mexico in February 2025, and the performance is still in early stages [32] - The company expects meaningful contributions to parcel volume growth in new markets as operations develop [32] Question: Expectations for domestic parcel volume growth and competition in 2025 - The company reported a 29% year-on-year increase in parcel volume in China, with expectations to maintain growth despite competition [33] Question: Specific measures for cost reduction in China and future expectations - Management highlighted improvements in operational efficiency and cost optimization measures, with expectations for further reductions [36] Question: Competitive trends in the return parcel market - Management noted that return services have higher profitability than normal delivery services, and competition is expected to increase [38] Question: Business strategy in Southeast Asia and price trends - The company aims to increase market share and expects unit prices to decrease by 5% to 10% annually over the next few years [44] Question: Cash flow position and pressures from debt repayment - The company maintains a strong cash position with sufficient cash equivalents to cover interest-bearing debt, with no near-term repayment pressures [47] Question: Updates on new markets and potential opportunities - Management is optimistic about achieving breakeven in new markets by 2025 and is exploring opportunities in Latin America and the Middle East [55] Question: Year-on-year volume growth in Southeast Asia and major volume drivers - The company expects a parcel volume growth of 20% to 30% in Southeast Asia for 2025, with strong growth observed in the first two months [59] Question: CapEx adjustments in Southeast Asia - The company plans to continue investing in Southeast Asia to solidify its market leadership and capture growth opportunities [63]