Core Viewpoint - The ongoing trade war between the U.S. and China, marked by escalating tariffs, has unexpectedly benefited Chinese e-commerce platforms, particularly Taobao, which has seen a significant surge in overseas downloads and usage [2][4]. Group 1: Impact of Tariffs on E-commerce - The U.S. has increased tariffs on Chinese goods to 245% due to retaliatory measures from China, following a previous increase to 125% [2]. - Taobao's overseas downloads skyrocketed from 10.4 thousand to 32.6 thousand between April 12 and April 15, representing a 222% increase, with North American and European iOS downloads growing by 483% and 439%, respectively [4]. - The surge in Taobao's popularity is reflected in its ranking, where it reached the second position in the U.S. App Store shopping category and topped the download charts in 16 countries [2][4]. Group 2: Adaptation of Chinese E-commerce Platforms - DHgate, a B2B platform, has also benefited from the tariff situation, becoming a vital resource for small wholesalers by allowing them to circumvent high tariffs through smart packaging strategies [5][6]. - DHgate's download volume increased by 800% in April, with over 3,000 U.S. wholesalers using the platform daily [8]. - The trade barriers have prompted a rise in consumer awareness and alternative purchasing strategies, as seen in discussions on platforms like Reddit and YouTube [9]. Group 3: Strategic Shifts in E-commerce - The crisis has highlighted the importance of supply chain transparency as a core competitive advantage, with platforms showcasing factory processes to build consumer trust [11]. - Technological tools, such as AI-driven customer service and smart order splitting, have become essential for navigating the challenges posed by tariffs [11]. - The current trade dynamics suggest a shift towards decentralized global trade models, where smaller platforms like Taobao and DHgate can thrive despite the challenges faced by larger corporations [11].

千亿计划背后，拼多多增长的结构性革新。 特朗普发动的关税贸易战仍在进行。美国对中国出口商品加征的 "对等关税"，已经由 34% 连续增加 至 125%，总计叠加关税累计高达 145%，且 800 美元以下小包裹免税政策也将于 5 月 2 日起取消。 这种快速且剧烈的关税政策变动，同时给中美两国带来冲击。美国一直以来都是中国制造业的重要出 口市场，但在充满了高度不确定性的当下，供给侧短期转向国内市场成了必然选择，诸多内需刺激政 策正在讨论中。 但在长期出口导向型经济驱动下，中国成为 " 世界工厂 " 的同时，也形成了制造业 "以规模效益为核 心、以成本控制为优势" 的生产体系。这种模式虽快速占领了国际中低端市场，却也带来了矛盾。 其一，企业长期陷于 OEM 代工体系的路径依赖，品牌溢价与技术研发能力薄弱。这些工厂在很长一 段时间里，只要找到更便宜的出货渠道就能保证业绩的增长，既不缺订单也不需要花费精力创新，自 然没有升级产线、产品的动力。 但随着市场竞争逐渐激烈，因商品同质化而加剧的价格竞争使厂家的利润被不断摊薄，产品研发和品 牌建设难以开展，产品也缺少升级创新，产能过剩的同时，消费者依然有大量需求没有被满足。 ...

但在长期出口导向型经济驱动下，中国成为 " 世界工厂 " 的同时，也形成了制造业 "以规模效益为核 心、以成本控制为优势" 的生产体系。这种模式虽快速占领了国际中低端市场，却也带来了矛盾。 其一，企业长期陷于 OEM 代工体系的路径依赖，品牌溢价与技术研发能力薄弱。这些工厂在很长一 段时间里，只要找到更便宜的出货渠道就能保证业绩的增长，既不缺订单也不需要花费精力创新，自 然没有升级产线、产品的动力。 但随着市场竞争逐渐激烈，因商品同质化而加剧的价格竞争使厂家的利润被不断摊薄，产品研发和品 牌建设难以开展，产品也缺少升级创新，产能过剩的同时，消费者依然有大量需求没有被满足。 千亿计划背后，拼多多增长的结构性革新。 特朗普发动的关税贸易战仍在进行。美国对中国出口商品加征的 "对等关税"，已经由 34% 连续增加 至 125%，总计叠加关税累计高达 145%，且 800 美元以下小包裹免税政策也将于 5 月 2 日起取消。 这种快速且剧烈的关税政策变动，同时给中美两国带来冲击。美国一直以来都是中国制造业的重要出 口市场，但在充满了高度不确定性的当下，供给侧短期转向国内市场成了必然选择，诸多内需刺激政 策正在讨论中。 ...

Core Viewpoint - The announcement from Taobao Tmall regarding the new "Real Experience Score" aims to establish a more authentic and effective store evaluation system to enhance consumer confidence and improve service quality among merchants [1][2]. Group 1: New Evaluation System - The "Real Experience Score" will be based on three key aspects: product quality, logistics speed, and service assurance, creating a transparent consumer feedback mechanism [1]. - The new system will directly link to core areas such as search, recommendations, marketing, and advertising, allowing high-quality merchants to gain more consumer exposure and growth opportunities [1][2]. Group 2: Evaluation Criteria - In terms of product quality, the focus will be on "first-time return rate" and "product negative review rate," using only signed delivery receipts for a more objective assessment [1]. - For logistics speed, the evaluation will consider "48-hour pickup timeliness rate," "logistics delivery duration," and "logistics exception rate" [1]. - Regarding service assurance, the criteria will include "3-minute manual response rate on Wangwang," "Wangwang satisfaction rate," "refund processing duration," and "platform assistance rate" [1]. Group 3: Implementation Timeline and Measures - Merchants will be able to view their "Real Experience Score" in the backend starting April 21, with the score expected to be displayed to consumers by the end of June [3]. - To ensure objective assessments, the platform will implement corresponding penalties to prevent merchants from fraudulently obtaining scores or maliciously attacking competitors [3].

在海外多个国家和地区的App下载市场，淘宝人气暴涨、下载量狂飙。公开数据显示，截至4月16日， 淘宝已经冲上了美国App下载榜第二，同时在加拿大、英国等国家上升至第二，法国市场更是排名第 一，下载量较关税风波前大幅上升。(人民财讯) ...

Core Insights - The global trade market and China's export landscape are undergoing transformative structural changes, with a shift in focus for Chinese companies towards emerging markets due to uncertainties in U.S. tariff policies [1] - Japanese e-commerce platform Rakuten is becoming a key player in facilitating the entry of Chinese brands into mature markets like Japan and Europe, leveraging its extensive ecosystem and resources [3][7] Group 1: Market Dynamics - The U.S. remains the largest e-commerce market outside of China, projected to reach $1.2 trillion in 2024, but Chinese companies are redirecting their focus to other regions due to tariff uncertainties [1] - Emerging markets such as Southeast Asia and Latin America show rapid growth but have limited overall market size and lower consumer spending compared to developed economies [1] - Mature markets like Europe and Japan are increasingly becoming focal points for brand expansion, with Rakuten actively supporting Chinese brands in these regions [1][3] Group 2: Rakuten's Strategic Role - Rakuten's e-commerce market in Japan is the third largest globally, with a projected growth to $191.9 billion in 2024, reflecting an 8.4% year-on-year increase [3] - The company has successfully facilitated the entry of brands like Ulike into the Japanese market, utilizing a user-centric approach and diverse marketing strategies to achieve significant sales growth [3][5] - Rakuten is also expanding its operations in France, where e-commerce sales are expected to exceed €175.3 billion in 2024, with a focus on understanding consumer trends for successful market penetration [5] Group 3: Local E-commerce Platforms - Local e-commerce platforms are emerging as new growth avenues, capitalizing on China's supply chain advantages and the increasing demand in overseas markets [7] - Rakuten is offering various incentives for new brands entering its platform, emphasizing the importance of providing a pleasant shopping experience and adapting to local market demands [7][9] - The company is enhancing its logistics capabilities to meet the high demand for timely delivery in Japan and is also planning to expand into the Spanish market with special offers for new sellers [9][11] Group 4: Global E-commerce Landscape - The global e-commerce landscape is shifting from a single-market focus to a multi-polar strategy, with platforms like Rakuten providing diverse market solutions for Chinese brands [11] - Successful cross-border expansion requires brands to balance supply chain resilience, localized innovation, and compliance management while building long-term global brand assets [11]

"不少人留言问，超市里的琵琶腿九块钱一斤，你这里的卖七块钱还包邮，产品有没有问题？"李诗宣回 忆道，这也让他下定决心打响文水肉制品的知名度。 南方财经全媒体记者谭海燕广州报道 三年前，山西文水的李诗宣绕开批发商与屠宰场合作，将鸡腿放在网上销售。没想到，产品刚上线就引 发了用户的质疑。 文水，山西中部的一个小县城，以黄牛、肉鸡养殖闻名。这个常住人口只有37万人的小城，拥有近3500 家肉牛养殖场，肉牛年出栏量超过27万头。但传统的销售模式，让文水肉制品的名气仅停留在批发商、 档口之间。几十年来，文水人始终站在离消费者最远的一端，既疲于应付批发商账期，又在微薄的利润 中苦撑。 直到2019年，李诗宣等人在拼多多创业，文水肉制品才有了直面消费者的机会。李诗宣电商经验丰富， 但没有做过品牌，他发现，没有品牌的文水产品仍屈居幕后。"同样一斤牛肉，隔壁平遥有国家地理标 识能卖90块钱，文水只能卖60块钱。"他感慨，这也让李诗宣第一次有了打造文水品牌的念头，为此还 申请了独立品牌"途象""爱妃鲜"。 五年时间，李诗宣打造的"途象""爱妃鲜"相继成为拼多多黑标店铺，带动了文水肉制品迎来销量的爆 发，这一产业带逐渐在全国闻名， ...

关键时刻，拼多多伸出了援手。其推出的 "千亿扶持计划"宣布将对跨境商家赋能。平台不仅提供真金白银的补贴支持，更将通过系统化的解决方 案，全方位提升商家的抗风险能力和市场竞争力。 关税的阴霾远未散去，但平台的行动至少传递了一个信号：当风暴来袭时，没有人应该孤军奋战。 01 关税阴霾下，平台伸出了援手 4月2日，特朗普宣布"对全球约 60 个国家和地区征收对等关税"，以及"取消 800 美元以下小包免税政策"。这些政策调整，无疑给跨境商家的经营 带来了不小的变数。 最直接的便是成本的抬升，无论是关税的直接增加，还是物流、合规等隐性成本的上涨。但若商家试图将部分成本转嫁给消费者，又存在市场需求出 现波动的可能性。毕竟在真实销售数据出来以前，美国消费者对于价格上浮的接受程度尚不明确。 而在这场风暴中，相较于大卖家，中小跨境卖家的受到的影响更甚。因为他们既缺乏核心技术壁垒，又受限于有限的资金储备，在贸易形势的变化面 前，经营难度势必有所增加。 在关键时刻，拼多多向跨境商家们伸出了援手。拼多多推出的"千亿扶持计划"，承诺未来三年拟投入1000亿资源，持续打造用户、商家及平台多方 共赢的商业生态。该计划特别强调要加大对跨境 ...

Core Viewpoint - The article discusses the impact of e-commerce, particularly through platforms like Pinduoduo, on job creation and the transformation of traditional employment models in China, highlighting stories of individuals who have successfully adapted to new opportunities in the digital economy [2][17]. Group 1: Job Creation through E-commerce - Pinduoduo has stimulated the creation of approximately 55.32 million jobs across various sectors, including direct employment, logistics, and platform staff [2][6]. - The platform's initiatives, such as the "New Farmer Training Program," have empowered individuals like Liu Zhijun to transition from traditional farming to e-commerce, significantly increasing their income and creating jobs for local workers [5][6]. - The rise of "new farmers" has led to the establishment of brand stores and community group buying, revitalizing local agricultural products and generating employment for millions [6][17]. Group 2: Success Stories of Entrepreneurs - Zhang Da's experience in the wearable nail art industry illustrates how local entrepreneurs can leverage e-commerce to create substantial business opportunities, with over 50,000 people now employed in this sector in Jiangsu [8][11]. - The digital transformation has allowed entrepreneurs like Zhang to develop effective marketing strategies, resulting in significant sales growth and the establishment of a new industrial identity for the region [11][17]. - The story of Liu Yingying, who transitioned to a "buying group leader," showcases how e-commerce can provide flexible job opportunities for individuals from diverse backgrounds, contributing to community engagement and local economies [12][16]. Group 3: Innovation and Economic Development - The article emphasizes that innovation and employment are complementary, with e-commerce driving new business models and reducing operational costs for entrepreneurs [17]. - Pinduoduo's ecosystem fosters a digital economy that connects producers directly with consumers, enhancing the agricultural value chain and promoting high-quality economic development [17]. - The emergence of community-based self-pickup points has created a new employment trend, addressing last-mile delivery challenges while generating local job opportunities [16][17].

Core Viewpoint - The article analyzes the characteristics and landscape of the Japanese e-commerce industry through a comparative lens with China, highlighting the low penetration rate, consumption upgrades, and limited impact of live commerce in Japan [1] Group 1: Characteristics of the Japanese E-commerce Industry - Japan's e-commerce penetration rate is approximately 9.4% in 2023, significantly lower than China's 27.6% and the US's 15.8% [2][4] - Factors contributing to the low penetration include an aging population, small household sizes, strong offline consumption, high logistics costs, and low mobile payment adoption [2][7] - Japanese e-commerce is experiencing a consumption upgrade, with consumers prioritizing quality over price, as evidenced by the increase in nominal average transaction prices from 1,648 yen in 2013 to 2,931 yen in 2023 [15][19] - The interest and participation rates in live commerce among Japanese consumers are significantly lower than in China, with only 2.8% having purchased through live streams [20][21] Group 2: Competitive Landscape - The top players in Japan's e-commerce market are Amazon Japan, Rakuten Group, and LINE Yahoo, with market shares increasing post-pandemic [3][26] - Amazon Japan leads in GMV and user numbers, successfully replicating its logistics and membership systems in Japan [36][41] - Rakuten Group has over 100 million members, leveraging a robust points system to enhance user loyalty [44][48] - LINE Yahoo, while having a large platform, still needs to improve efficiency and user engagement [50][53] Group 3: Impact of Cross-Border E-commerce - Chinese cross-border e-commerce platforms like SHEIN and Temu are rapidly gaining market share in Japan, leveraging cost advantages and localized operations [29][33] - Amazon Japan has responded to this competition by reducing commission rates and delivery fees for small items, indicating a competitive response to the "catfish effect" brought by cross-border e-commerce [33][34] - TikTok Shop is expected to enter the Japanese market, potentially reshaping consumer habits and intensifying competition [30] Group 4: Future Trends and Challenges - The Japanese e-commerce market is seen as a high-potential market with relatively mild competition, but it faces challenges such as inflation risks, regulatory scrutiny on cross-border e-commerce, and the need for adaptation to AI-driven changes [4][58] - The logistics costs in Japan remain high due to elevated labor costs and a concentrated logistics industry, which may hinder e-commerce growth [14][24] - The potential adjustment of tax policies regarding small imports could impact the cross-border e-commerce landscape [34]