非洲电商市场

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非洲电商疯抢中国卖家
Hu Xiu· 2025-08-06 10:35
4月中旬,就在美国"对等关税"政策严重影响中国跨境电商卖家之际,在北非国家摩洛哥工作的贾比 尔,收到了在Temu上买的冲浪板。"我花了近2000迪拉姆(约3900元人民币),但已经是我能找到的全 网最便宜的了,本地(线下)要卖3000多迪拉姆。" 从去年开始,Temu与Shein、亚马逊在非洲大陆交锋,加上本土的Takealot,以及非洲电商霸主Jumia, 新一轮跨境电商大战在这个不被注意的黑马市场展开。 非洲电商平台跑到中国招商,在过去难以想象。5月28日,非洲最大的电商平台Jumia举办了线上招商大 会。这还不够,6月18日,在深圳举办了2025华南首届招商大会;7月18日,又在义乌举办了聚焦华东市 场的招商大会。为了吸引中国卖家入局,Jumia下了血本。 许多跨境卖家也正在瞄准非洲市场,抢夺新市场的增长红利。 一、谁在做非洲电商? Jumia是首家在纽交所主板上市的非洲科技企业,目前聚焦于9个核心市场,包括尼日利亚、埃及、肯尼 亚、科特迪瓦、加纳、摩洛哥。2024年,Jumia商品交易总额(GMV)为7.206亿美元,收入为1.675亿 美元,在非洲拥有540万客户。 早在2018年,广州拓贸贸易创始 ...
非洲电商疯抢中国卖家,腾讯大股东都下场了
3 6 Ke· 2025-08-06 07:39
Core Insights - The article discusses the emerging competition in the African e-commerce market, particularly focusing on the activities of Chinese sellers and platforms like Jumia and Takealot [1][2][3]. Group 1: Market Dynamics - The African e-commerce market is witnessing a surge in Chinese sellers, with a notable increase in cross-border trade, as evidenced by a 14.4% year-on-year growth in China's imports and exports to Africa [1]. - Jumia, the largest African e-commerce platform, is actively recruiting Chinese sellers, with over 80% of its products sourced from China [7][14]. - The competition is intensifying as platforms like Temu and Amazon enter the African market, with Temu launching its South African platform and establishing local warehouses [16][18]. Group 2: Seller Experiences - Successful sellers on Jumia, such as Tang Wenjie, report monthly sales reaching 2 million yuan, with profit margins between 35% and 45% [3][5]. - Zhang Qing, another seller, has also achieved significant sales on Jumia, with plans to expand her operations by opening additional warehouses [4][5]. - The low return rates on Jumia, ranging from 1% to 2.5%, indicate a stable market environment for sellers [5][7]. Group 3: Logistics and Infrastructure - Jumia has established its logistics service, Jumia Logistics, to streamline order fulfillment and after-sales service, allowing sellers to focus on product selection and inventory [5][14]. - The company is expanding its logistics network, including a new comprehensive warehouse in Cairo, which will serve as a key hub for operations in Egypt and surrounding regions [14][15]. - Takealot, another major player, is also enhancing its logistics capabilities, although it faces challenges with platform mechanisms and product listing approvals [6][7]. Group 4: Future Outlook - The African e-commerce market is expected to continue growing, driven by a young population and increasing digital infrastructure [18][19]. - Sellers are beginning to adapt their strategies to the African market, such as branding products to capture higher price points [19]. - The article emphasizes the potential for significant growth in the African e-commerce sector, suggesting that the current phase represents a critical opportunity for market entry [12][19].
非洲电商:中国卖家的下一个黄金十年?
虎嗅APP· 2025-07-08 14:19
Core Viewpoint - The African e-commerce market is experiencing significant growth, attracting interest from Chinese sellers, particularly due to the ongoing trade tensions between China and the U.S. and the saturation of Southeast Asian markets [1][2][3]. Group 1: Demographic and Economic Potential - Africa has a youthful population with an average age of 19.3 years, contrasting sharply with older regions like China and Europe, which have average ages of around 40 and 45 years respectively [5][6]. - The population in Africa is projected to reach 1.549 billion by 2025, with a significant growth rate of 2.7% annually in sub-Saharan Africa, indicating vast potential for e-commerce development [5][6]. - E-commerce penetration in Africa is currently only 2%-5% of total retail sales, compared to 20% in China, suggesting substantial room for growth [6]. - The rise of the middle class in Africa, expected to reach over 40% of the population by 2060, is driving economic growth and creating opportunities for e-commerce [6][7]. Group 2: Market Dynamics and Seller Opportunities - Nigeria is identified as the primary entry point for Chinese sellers into the African market, with its e-commerce market expected to grow tenfold in the future [10][11]. - The Nigerian startup ecosystem is thriving, with a 35% increase in startups in 2021 and five out of seven African tech unicorns originating from Nigeria [11]. - The increasing acceptance of digital solutions, such as mobile banking and e-commerce, is transforming traditional markets in Nigeria, making it a fertile ground for new entrants [12][13]. Group 3: Challenges and Adaptation Strategies - Logistics remain a significant challenge in Africa, with only 43% of roads paved, leading to high last-mile delivery costs of 35%-55% compared to 5%-8% in China [16]. - Jumia has shifted its focus to overseas warehouse sellers to improve delivery times, with a goal of 1-2 days for order fulfillment [16]. - Payment methods in Africa predominantly rely on cash on delivery, with emerging fintech solutions like M-Pesa addressing the gap in traditional financial services [17][18]. - Sellers must adapt their strategies to local market conditions, focusing on high-value products and understanding regional consumer preferences to succeed [15][16].
非洲电商:中国卖家的下一个黄金十年?
创业邦· 2025-07-08 09:12
Core Viewpoint - The article highlights the growing interest of Chinese sellers in the African e-commerce market, driven by the potential for growth and the demographic advantages of Africa, particularly its young population and rising middle class [3][4][6]. Group 1: Market Trends - Many sellers from Europe and Southeast Asia are exploring the African market due to the challenges in their own regions, such as increased competition and declining profit margins [4]. - The African e-commerce market is likened to the early days of Taobao in China, characterized by lower operational barriers and costs for sellers [4]. - Data from China's customs shows a significant increase in exports to Africa, with a year-on-year growth of 33.4%, contrasting with declines in exports to the US and Japan [3]. Group 2: Demographic Advantages - Africa has the youngest population globally, with an average age of 19.3 years, and over 60% of its population is under 25 [6][7]. - The population in sub-Saharan Africa is growing at a rate of 2.7% annually, which is more than double that of South Asia and Latin America [7]. - By 2050, Africa's population is projected to reach 2.5 billion, representing over a quarter of the world's population [7]. Group 3: E-commerce Potential - E-commerce penetration in Africa is currently only 2%-5% of total retail sales, compared to 20% in China, indicating significant growth potential [9]. - The rise of the middle class in Africa is expected to increase consumer spending power, with projections that over 40% of the population could be middle class by 2060 [9][10]. - The growth of the middle class is seen as a key driver for economic growth in Africa, providing opportunities for industrialization and the fourth industrial revolution [10]. Group 4: Market Entry Strategies - Sellers with experience on platforms like Shopee and AliExpress are encouraged to enter the African market, particularly in categories like apparel and electronics [22]. - The article emphasizes the importance of adapting to local market conditions, as consumer preferences vary significantly across different African countries [22]. - Logistics challenges, such as poor road infrastructure and high last-mile delivery costs, are significant barriers to e-commerce growth in Africa [23][24]. Group 5: Payment and Financial Solutions - Cash on delivery remains the dominant payment method in African e-commerce, with mobile money services like M-Pesa playing a crucial role in financial inclusion [25]. - The article notes that the low cost of online advertising in Africa allows brands to grow rapidly, as consumers are not yet deeply entrenched in brand loyalty [26]. - Companies are advised to invest in local operations and partnerships to enhance their market presence and adapt to consumer needs [26].
非洲电商终于也快被中国人“占领”了
虎嗅APP· 2025-06-16 13:27
Core Viewpoint - Chinese cross-border sellers are increasingly targeting the African market, particularly through platforms like Jumia and Takealot, as the U.S. market becomes more challenging for them [3][4]. Group 1: Market Dynamics - Jumia, Africa's largest e-commerce platform, has over 12,000 international sellers, with more than 80% from China, contributing one-third of the platform's GMV, which has a year-on-year growth rate of 60% [3]. - The number of e-commerce users in Africa reached approximately 387 million in 2022, with a penetration rate of 32%, expected to grow to around 500 million and a penetration rate of 39.5% to 40% by 2025 [4]. Group 2: Competitive Landscape - Local African e-commerce platforms like Jumia and Takealot are becoming more attractive to Chinese sellers due to their logistics advantages compared to other cross-border platforms [7]. - Takealot has three large warehouses in South Africa, enabling same-day or next-day delivery, while Jumia requires sellers to ship to their warehouses before delivery to customers [10]. Group 3: Challenges for Chinese Sellers - High logistics and warehousing costs in South Africa pose significant challenges for Chinese sellers, making it difficult to profit from low-ticket items [12]. - A former Chinese seller on Jumia indicated that selling products priced at a few dollars often results in losses due to high return rates and shipping costs [12]. Group 4: Performance of Local Platforms - Jumia has not achieved profitability since its establishment in 2012 and has reported a 13% year-on-year decline in revenue for Q3 2024, while also exiting underperforming markets [14]. - Takealot's GMV growth significantly slowed from 72% in 2021 to 15% in 2022, with reported losses of $22 million (approximately 408 million Rand) in 2023 due to slowing consumer demand [15]. Group 5: Impact of Chinese Cross-Border E-commerce - Despite local platforms having certain advantages, they face significant competition from Chinese cross-border e-commerce platforms, which have gained substantial market share in Africa [15]. - SHEIN has become the largest online women's clothing retailer in South Africa, capturing 35% of the market share, while Temu has rapidly expanded in Nigeria and South Africa with its low-price strategy [15].
非洲电商终于也快被中国人“占领”了
Hu Xiu· 2025-06-16 03:56
Core Insights - The article discusses the increasing presence of Chinese cross-border sellers in the African e-commerce market, particularly through platforms like Jumia and Takealot, as U.S. market conditions become challenging for these sellers [1][4]. Group 1: Market Dynamics - Jumia, Africa's largest e-commerce platform, reports that over 80% of its 12,000 international sellers are from China, contributing one-third of its GMV with a year-on-year growth rate of 60% [2]. - Takealot, South Africa's largest e-commerce platform, is also seeing a rise in Chinese ownership and has relaxed its registration fees, which previously reached 30,000 RMB [3]. - The number of e-commerce users in Africa grew to approximately 387 million in 2022, with a penetration rate of 32%, expected to reach 500 million users and a penetration rate of 39.5% to 40% by 2025 [5]. Group 2: Challenges for Chinese Sellers - Chinese sellers face challenges in profitability due to the low average order value of products sold on platforms like Jumia and Takealot [7]. - The logistics of shipping from China to Africa typically take 15 to 21 days, which is not appealing to African consumers who prioritize delivery speed [8]. - South African government policies pose risks for Chinese cross-border e-commerce, including investigations into companies like SHEIN for potentially evading import duties [10][11]. Group 3: Local Platform Advantages - Local platforms like Takealot have a logistics advantage, with the ability to offer same-day or next-day delivery due to their local warehouses [14]. - Chinese sellers must maintain inventory in Africa, which increases operational costs, as local warehousing can cost around 60,000 ZAR (approximately 24,000 RMB) per month for a 1,000 square meter facility [17]. - High logistics and inventory costs make it difficult for Chinese sellers to profit from low-priced items, with products priced above 200 ZAR (approximately 80 RMB) being more competitive on Takealot [19]. Group 4: Performance of Local Platforms - Despite the advantages, local platforms like Jumia and Takealot face significant challenges, including Jumia's continuous losses since its inception in 2012 and a 13% decline in revenue in Q3 2024 [24]. - Takealot's GMV growth dropped from 72% in 2021 to 15% in 2022, and it reported a loss of 22 million USD (approximately 408 million ZAR) in 2023 due to slowing consumer demand [26]. - The entry of Chinese platforms like SHEIN and Temu has intensified competition, with SHEIN capturing 35% of the online women's clothing market in South Africa [28].
非洲批量炮制带货网红
投资界· 2024-12-05 07:03
以下文章来源于骑鲸出海 ,作者李炜 骑鲸出海 . 中国企业出海前沿观察。 作者 | 李炜 新蓝海 。 来源 | 骑鲸出海 (ID: i-Seaging ) 全世界刷短视频时间最长的地方是哪里?不是中国,是非洲。 肯尼亚人平均每天在社交媒体上花3小时43分钟,南非人平均每天花3小时37分钟—— 比全球平均时间长三分之一。不用说,你都能猜到,非洲兄弟每天刷最多的是TikTok。 TikTok还成为了很多非洲人首选的购物平台。《非洲商业》杂志写道:"非洲消费者已 经习惯通过TikTok等新兴社交媒体做消费决策,他们自己发布视频,观看直播,与主播 互动,搜索商品,也在社交平台购买商品……"而为了让非洲人花钱更痛快,TikTok更 是亲自上阵,开设网红主播培训班。 不止TikTok,包括Shein、Temu以及亚马逊,都在近一两年频频加码非洲电商市场。 非洲长期处于跨境卖家的关注之外,有卖家甚至以为非洲多数地方还没通网。如今,非 洲正在成为全球跨境电商巨头押注的新蓝海,也有不少中国商家率先在非洲赚到了第一 桶金。 批量制造带货主播 TikTok在2019年进入非洲,凭借标志性的"海量短视频+推荐算法",TikTok风靡 ...