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“变重”的转转,靠金融“回血”
3 6 Ke· 2025-10-10 12:07
转转、瓜子等二手交易平台养活了不少短视频博主,没有它们,短视频世界会少了很多乐趣以及"精神 氮泵"。飞瓜易投数据显示,仅九月份的一个星期,转转在抖音投放素材1422条,除了"丧钟克里斯", 还有"脱缰凯""忘崽夫妇的路亚日记"等等博主。可以说"丧钟克里斯"口中的健身博主们依赖"九龙科 技",而转转们则依赖投放植入广告获取流量,让二手买卖转起来。 因为二手交易是门很难做的生意。近日,转转宣布将逐步关停"自由市场"业务,全面转向"官方验"业务 模式。这意味着,转转不再支持个人之间的交易,其在成立之初赖以生存的C2C业务将彻底成为历史。 转转这次决绝的转身,其实并非毫无预兆。这些年来,转转的C2C业务的份额一直都在下滑,据转转 CEO黄炜透露,当前C2C业务在转转集团的业务收入占比仅有3%。砍掉这部分业务,对转转的收入似 乎并不会产生太大的影响。 但是参考闲鱼的生态不难发现,对于二手交易平台们来说,C2C业务能带来的不仅是收入,更重要的还 有流量和活跃用户。对比闲鱼的月活用户已经突破2亿大关,转转等平台还在千万级别苦苦挣扎。 而转转这样的月活数据,还是靠着大量在"丧钟克里斯"这样的自媒体上投放广告支撑起来的,转转因 ...
从信息撮合到重资产履约,转转的“重”选择
Xi Niu Cai Jing· 2025-10-10 00:28
作者:顺安 2015年,转转正式上线,彼时是一家以C2C自由市场服务为核心业务的二手电商平台。 2025年,十年后,转转叙事升级,官方发布公告宣布将逐步关停从一开始便创立的自由市场业务。 而对于"关停"这一动作,转转集团CEO黄炜坦言:"是个艰难但必须坚定的选择。" 首席消费官注意到,在黄炜的表述之外,近年来从转转业务层面上多轮调整上,也可以看出一些转转从"全品类C2C"向"多品类官方验C2B2C"转向端倪。 比如,在今年7月,转转自由市场开始限制品类发布,C2C"自由市场"仅保留手机、明星周边、兴趣玩具、游戏交易、票务卡券5个类目,其他品类可通 过"回收-寄卖"通道交易,从实质性上,将交易链路向C2B2C官方验体系收拢。 挥别C2C业务,转转做"减法" 9月22日,转转集团CEO 黄炜的《致转转用户的一封信》(以下简称"《一封信》")一经发布,便在业界引发了不小的轰动。 在《一封信》中提到,基于转转的最新业务调整,将全面转向"官方验"业务模式,并从9月22日起,逐步关停"自由市场"业务, 至于为什么决定关停C2C业务,在黄炜此前与媒体的对话中,似乎可以找到一些答案。 "C2C是我们从第一天就有的业务,201 ...
中国二手消费,困在想象力?
Sou Hu Cai Jing· 2025-10-09 02:02
二手消费,在中国还是门好生意吗? 转转集团为其运营十年的C2C业务画上了句号。 官方发布的公告详细规划了"自由市场"业务的退出时间表: 9月24日关闭个人商品发布入口,9月29日关停交易服务,至10月31日,客服与售后通道关闭,业务彻底 下线。 放弃起家业务,并非一次主动的战略升级,更像是在激烈市场竞争下的一次防守性收缩。 当前的二手电商市场格局已然清晰。 一边是依托阿里巴巴生态,坐拥海量用户的C2C巨头闲鱼。 一边是深耕C2B2C模式并已在美股上市的爱回收。 此外,还有小红书正在虎视眈眈,试图通过种草模式进入二手市场。 事实上,即使是爱回收,也面临巨大压力。 这一模式曾是转转在2015年创立时的基石。 转转集团创始人兼CEO黄炜将此举定义为一次"艰难但必须坚定的选择"。 表面上看,爱回收母公司万物新生公布了2025年第二季度财报:营收创历史新高,达到49.9亿元,实现 上市以来首次季度盈利。 这是爱回收多年扩张后首次真正意义上的季度盈利,也被市场视为其商业模型逐步成熟的信号。 但同时,盈利的实现与国家政策红利密切相关。 2025年上半年,国家密集出台"以旧换新""数码焕新计划"等支持措施,地方政府也相继发放 ...
知名二手电商平台关停10年业务,用户炸锅
猿大侠· 2025-09-27 04:11
Core Viewpoint - Zhuanzhuan, a well-known second-hand trading platform in China, is shifting its business model from C2C to C2B2C, closing its "free market" operations that have been running for ten years, in response to competitive pressures and trust issues in the C2C model [1][2][11]. Summary by Sections Business Model Transition - Zhuanzhuan will gradually shut down its core C2C "free market" business, starting with the closure of personal product posting on September 24, followed by the removal of browsing and purchasing options by September 29, and the final closure of customer service by October 31 [4][5]. - The platform will now focus on C2B2C, where sellers can sell items through recycling, consignment, and listing, with the platform providing official quality inspection services [5][6]. User Impact - The closure of the free market will significantly impact specific user groups, particularly those trading niche items like collectible cards and dolls, who may find it difficult to adapt to the new model [9][11]. - Users have expressed concerns over the higher prices of officially inspected items and the platform's shift towards self-operated sales, making it harder for ordinary sellers to complete transactions [7][11]. Trust and Quality Issues - The C2C model has faced trust challenges, including online fraud and gray market transactions, which the platform struggled to manage effectively [11][12]. - Quality issues in second-hand goods, such as undisclosed defects and counterfeit products, have led to a poor shopping experience for consumers [12][14]. Operational Challenges - The new C2B2C model requires Zhuanzhuan to invest more resources in quality inspection and after-sales service, as the platform will now be directly responsible for these aspects [15][16]. - While the official inspection model aims to enhance trust in transactions, it may also increase operational costs, which could be passed on to consumers, necessitating a balance between cost control and user experience [16].
信任难题与流量困局:转转关停起家业务的无奈与转型
Sou Hu Cai Jing· 2025-09-24 15:21
Core Viewpoint - The second-hand business has significant potential, but the second-hand e-commerce platform faces challenges, leading to strategic shifts in companies like Zhuanzhuan, which is transitioning from C2C to C2B2C models [2][11]. Group 1: Zhuanzhuan's Strategic Shift - Zhuanzhuan has decided to strategically withdraw from its C2C trading business, closing the "Free Market" feature and focusing on "Official Recycling" and "Consignment" services [2]. - The CEO of Zhuanzhuan, Huang Wei, acknowledged that the "Free Market" has facilitated online fraud and disputes, making it difficult to manage [2][11]. - Zhuanzhuan's C2C business now accounts for less than 3% of its total operations, indicating a significant decline in this segment [2]. Group 2: Competitive Landscape - Zhuanzhuan faces stiff competition from Xianyu, which has over 600 million registered users and daily GMV exceeding 1 billion yuan, making it a formidable rival in the second-hand market [4]. - Despite initial backing from 58.com and Tencent, Zhuanzhuan has struggled to maintain user engagement, with active users dropping significantly after aggressive marketing ceased [6][8]. - The competitive dynamics are shifting as Zhuanzhuan pivots to a model that emphasizes quality assurance, but it still needs to build a reliable "traffic pool" to sustain its operations [11][14]. Group 3: Financial Backing and Investments - Zhuanzhuan has received substantial investments, including $200 million from Tencent in 2017 and an additional $300 million in 2019, followed by $390 million in subsequent rounds [6][8]. - The influx of capital allowed Zhuanzhuan to invest heavily in marketing, but user retention has been a challenge once spending decreased [6][8]. Group 4: Quality Assurance and Trust Issues - Following a trust crisis related to inconsistent quality reports, Zhuanzhuan has implemented a "7-day no-reason return" policy and expanded its quality inspection team significantly [12][14]. - The company has established three major quality inspection centers across the country, aiming to enhance consumer trust in its services [12]. Group 5: Future Competition - Zhuanzhuan's shift to a C2B2C model may lead to direct competition with Aihuishou, which has a strong offline presence and has expanded its business model to include various categories of second-hand goods [15][17]. - The offline market is becoming increasingly competitive, with Aihuishou leading in store coverage, while Zhuanzhuan is also expanding its physical store presence [17].
转转关停C2C是转型,还是保命?
Sou Hu Cai Jing· 2025-09-24 15:21
Core Viewpoint - The company "Zhuanzhuan" is officially shutting down its C2C business model, which has been operational since 2015, and is shifting its focus entirely to a C2B2C model, indicating a significant strategic pivot in its business operations [1][9]. Group 1: Business Model Transition - Zhuanzhuan will gradually close its C2C business in three steps: stopping the posting feature on September 24, halting transactions on September 29, and providing after-sales support until October 31 [1]. - The C2C model, which operates on a "person-to-person" basis, has been deemed unsustainable, requiring nearly 200 million yuan in annual subsidies while only contributing 30% to the company's revenue [6][9]. - The new C2B2C model, which involves a "person-platform-person" structure, will allow Zhuanzhuan to offer services such as recycling, quality inspection, and after-sales support [4]. Group 2: Market Position and Competition - Zhuanzhuan's monthly active users (MAU) are significantly lower than its competitor, Xianyu, which boasts over 200 million MAU and a strong user community [8]. - The company has struggled to retain users due to its transactional nature, lacking the community engagement that Xianyu has built through interest-based groups [8]. - Previous attempts to pivot towards a C2B2C model, including the launch of verification services and the merger with another platform, have not yielded positive results, leading to a decline in user engagement [9]. Group 3: User Sentiment and Challenges - User reactions to the closure of the C2C model have been mixed, with some expressing strong attachment to the platform and concerns over increased fees on competing platforms [6]. - The company faces significant challenges in building trust within the C2C space, as issues such as fraud and disputes have been prevalent, leading to a loss of confidence among users [6].
转转C2B2C要战略突围,二手市场双雄对决,双寡头时代正式开启!
Sou Hu Cai Jing· 2025-09-24 12:12
转转的选择,本质上是把"信任"这个虚无缥缈的东西,当成了一种可以被标准化、流程化生产出来的工 业品。他们的逻辑很简单粗暴:既然个人信用靠不住,那就用一套工业流程,把所有不可控的变量全部 替换掉。 为此,他们斥巨资在深圳、成都和青岛建起了三大智能化质检中心。你可以把这些地方想象成一座 座"信任铸造厂"。超过2500名专业的质检工程师,就是厂里的技术工人。 任何一件商品,尤其是每年在国内产生超过4亿部、市场存量高达20亿部的废旧手机,一旦进入这个体 系,就要走上一条包含多达367道工序的"生产线"。 经过这番脱胎换骨的改造,原本"一物一况"的非标品,就变成了一件附有"一机一验"详细质检报告的准 标准化产品。信息被彻底透明化,信任感也就随之被"生产"了出来。 光有产品还不行,还得有配套的交付网络。转转在全国超过300个城市铺设的上千家线下品牌门店,以 及一支覆盖超1300个区县、近3000人的上门回收工程师团队,就构成了这张"信任输送网"。 9月22日,转转集团CEO黄炜用一封公开信,投下了一颗重磅炸弹:逐步关停平台的C2C"自由市场"业 务。这个决策,彻底宣告了二手电商两条截然不同的"基建"蓝图,从此分道扬镳,再 ...
二手市场分道 双寡头格局成型
Sou Hu Cai Jing· 2025-09-23 15:00
来源:子弹财经 2025年9月22日,转转集团CEO黄炜通过一封致用户的公开信,宣布了一个深刻影响公司未来的决定:转转将逐步关停自创立之初便存在的C2C"自由市 场"业务,转而将凝心聚力,全面转向以平台深度介入为特征的C2B2C"官方验"业务模式。 这是一次业务上的"断舍离",更标志着在中国二手电商赛道上,转转与闲鱼在近十年并行竞逐后,正式走向了截然不同的方向。 转转毅然选择了一条更"重"更"深"的道路。它放弃了海量的长尾商品和纯粹的信息撮合模式,决心通过构建质检、回收、门店和服务体系,将自身从一个 互联网信息平台,彻底转变为一家"新消费企业"。 这一转变的背后,是对消费者诉求变化的深刻洞察。人们对二手商品的需求,正从充满不确定性的"淘货"惊喜,转向追求品质与保障的"购物"安心。 而在天平的另一端,是坚定向右转的闲鱼。它持续深耕"轻"而"广"的C2C社区生态,依托阿里巴巴庞大的流量和成熟的电商基础设施,已然成为一个拥有 超5亿用户、月活1.6亿的"年轻人兴趣交易社区"。 对于这一战略抉择,转转集团CEO黄炜在公开信中表达了坚定的决心: "选择只做「官方验二手」、选择用户长期需要我们的方向、选择自己最认可和擅长 ...
转转关停自由市场,闲鱼稳坐“一哥”宝座?
Qi Lu Wan Bao Wang· 2025-09-23 10:11
齐鲁晚报.齐鲁壹点魏银科 9月22日,转转集团一纸公告宣布逐步关停运营十年的"自由市场"业务——这家2015年诞生、曾获腾讯与小米等知名投资机构近10亿美元投资、最新估值 超210亿元的二手电商,彻底退出与闲鱼在此领域的正面竞争。 转转CEO黄炜形容,这是一次"战略性的撤退",而事实上,自2019年起,转转就已悄然启动向C2B2C(平台作为中间人对商品进行质检和担保)模式的转 型,如今这项起家业务在集团总份额中占比已不足3%,此次关停更像是对多年转型的最终落定。 C2C业务的GMV占比已不足3% 所谓"自由市场",即C2C(个人对个人)交易模式,是转转发家的根基。凭借这种用户可直接发布闲置物品、自主定价沟通、平台仅提供基础撮合服务的模 式,转转早年快速积累了第一批用户,截至2024年底其注册用户已超4亿,总部落地青岛后累计实现营收也超250亿元。但正如CEO黄炜所言,这种模式也 成了"网络诈骗与灰色交易的温床",平台很难妥善解决交易双方的纠纷。数据显示,该业务当前在平台GMV(商品交易总额)中占比已不足3%,却消耗了 大量纠纷处理资源,早已成为转转转型升级的绊脚石。 转转这几年在广告上投了不少钱,特别是在B站 ...
C2C二手交易纠纷难改善,转转宣布逐步关停自由市场转向“官方验”
Di Yi Cai Jing· 2025-09-23 06:11
对于二手电商平台而言,C2C交易仍是痛点。 9月22日,转转发布公开信,宣布将全面转向C2B2C模式的"官方验"业务,并逐步关停C2C模式的"自由市场"业务。 转转表示,9月24日将关闭个人商品的发布入口,9月29日关停"自由市场"交易服务。10月31日,转转将关闭客服和售后通 道,"自由市场"业务正式下线。 对于关停该业务的原因,转转CEO黄炜在公开信中表示,关停"自由市场"是个艰难但必须坚定的选择。"自由市场"是转转 的开端,承载了初创团队的心血和第一批用户的信任;但同时,它也为网络诈骗、灰色交易提供了空间,平台很难找到妥 当的方法改善交易双方的纠纷。 黄炜此前表示,二手产业发展已经进入到了新的阶段,消费者对于商品品质和消费体验都有了更高的要求。转转选择聚 焦"官方验二手",尝试把非标产品尽量变得标准化,为用户提供具备"确定性"的体验。 C2C模式下,非标的二手商品存在着信任度不足、供给有限、转化效率低等难题,盈利空间较小。 转转起家于C2C业务,自2019年起,转转将业务发展重点转向C2B2C模式,C2C业务逐渐边缘化。目前,"自由市场"业务在 平台整体GMV中所占比例已不足3%。转转表示,依托C2B2 ...