跨境电商市场分析
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嘉林睿博 :TK热潮与国内外市场理性审视
Sou Hu Cai Jing· 2025-09-16 06:11
Core Insights - The recent cross-border e-commerce conference highlighted a shift in focus from Amazon to TK, indicating TK's rising prominence in the market [1] - TK is viewed as a blue ocean opportunity, reminiscent of the early days of Douyin in China's e-commerce landscape, suggesting significant potential for growth [4] Market Analysis - China's large population of 1.4 billion provides a strong consumer base, ensuring sustained market growth despite competition [7] - Market size is influenced not only by population but also by consumer purchasing power and competitive dynamics, as evidenced by the differing average order values in the US and Thailand [7] - The TK market presents both opportunities and challenges, necessitating a deep understanding of local market conditions, consumer habits, and regulations [7] Strategic Considerations - A balanced approach is essential, recognizing the potential of emerging markets like TK while also valuing the opportunities within the domestic market [8] - Companies should avoid the "pull one down to lift another" mentality and instead focus on the unique characteristics and advantages of both domestic and international markets [8]