S2K2C商业模式

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优哩哩(YULLILY):重塑全球电商格局的短视频数智生态
Jin Tou Wang· 2025-07-09 07:19
Industry Overview - The integration of short videos and e-commerce is an irreversible trend in the digital economy, with issues like traffic monopoly, merchant competition, and ecological imbalance becoming increasingly prominent [1][3] - In 2023, short video users accounted for 94.8% of global internet users, and the global short video market is expected to exceed $2.2 trillion by 2035 [2] - Live e-commerce, which started in China in 2016, reached a transaction volume of 3.5 trillion RMB in 2022, contributing 80% of the growth in the e-commerce sector [2] Challenges in the Industry - Three major contradictions are intensifying: 1. Traffic monopoly where top creators and platforms control over 90% of traffic, making it difficult for new creators to succeed [3] 2. Merchant difficulties due to price wars squeezing profits, leading to a decline in product quality and consumer experience [3] 3. Ecological imbalance caused by MCN institutions controlling resources and creating a single monetization channel, resulting in a vicious cycle of "involution" [3] Company Positioning - YULLILY, headquartered in Singapore, positions itself as a "global short video smart e-commerce platform" with the mission of "linking excitement and illuminating life" [4] - The platform aims to redefine the future of short video e-commerce by integrating content creation, product trading, and social interaction into a value-interconnected ecosystem [4] Strategic Directions - YULLILY targets industry pain points with three strategic directions: 1. Fair traffic distribution by implementing a mechanism that allocates 90% of traffic to new creators [5] 2. S2K2C model innovation that connects supply chain (S), key opinion leaders (K), and consumers (C) to reconstruct the supply-communication-consumption loop [5] 3. Technology democratization through AI digital humans and smart algorithms to lower the barriers for entrepreneurship [5] Core Competitiveness - The HERO AI system is YULLILY's core advantage, reconstructing the relationships between people, goods, and venues through four technologies: 1. AI digital human live streaming that supports over 30 languages and operates 24/7, addressing high labor costs and geographical limitations [6] 2. AIGC content engine that automatically generates multimedia content, accelerating brand globalization [6] 3. 4.0 smart algorithms that analyze user behavior for personalized recommendations [6] 4. Multi-modal interaction providing immersive shopping experiences [6] Innovative Business Model - YULLILY's unique S2K2C business model creates a win-win closed loop: 1. Supply side (S): Carefully selected high-quality products from a robust supply chain [7] 2. Creator side (K): Cultivating ordinary individuals into key opinion leaders to earn commissions through short videos and live streaming [7] 3. Consumer side (C): AI matches content with user interests, allowing for shopping during entertainment [7] Global Expansion Strategy - YULLILY employs a phased strategy for global expansion: 1. Southeast Asia as a foundation, leveraging regional price differences [9] 2. Expansion into the Americas by replicating successful models and enhancing logistics efficiency [9] 3. Gradual entry into Western Europe, Australia, and Africa, adapting to local cultures and consumption habits [9] Vision for Inclusivity - YULLILY aims to create a "universal light entrepreneurship platform" focusing on three aspects: 1. Light assets with no inventory risk [10] 2. Light operations through AI-managed live streaming and training [10] 3. Light management with transparent commission structures for creators [10] Future Plans - YULLILY's long-term vision extends beyond business to include ecological and social responsibilities: 1. Expanding into short films and documentaries to build a creator ecosystem [11] 2. Establishing a charity foundation to support education and healthcare projects [11] 3. Aiming to become a global leader in the industry and set standards for the digital economy [11]