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拼多多发布最新财报 二季度净利润307.5亿元
Zheng Quan Shi Bao· 2025-08-25 18:12
"当下,外部环境的快速变化还在持续,电商行业围绕新业态的竞争也愈加激烈,我们将继续专注高质 量发展,坚持消费者导向,为产业的长足发展创造空间。"拼多多集团董事长、联席CEO陈磊表示,在 持续加大投入的过程中,短期业绩难免会有波动,公司更愿意立足长远,把长期价值放在短期利益之 前,促进产业转型升级,持续普惠消费者。 据了解,去年8月,拼多多在电商行业率先推出"百亿减免"惠商政策,先后推出技术服务费、推广服务 费等退返权益,持续为广大商家减佣降本。 此外,拼多多"电商西进"行动还免除了西部地区的物流中转费,进一步盘活了东西部地区之间的经济活 力。过去一年,西部地区的订单量同比增长超过四成。 8月25日,拼多多发布了截至6月30日的2025年第二季度财报。受高质量发展加大投入的影响,拼多多季 度营收增速放缓至7%,单季营收1040亿元。 具体来看,拼多多发布的最新二季度财报,第二季度总营收为1039.848亿元,同比增长7%;实现净利 润307.5亿元,同比下降4%,连续两个季度呈现下降趋势。 今年以来,拼多多将"百亿减免"等惠商举措升级至"千亿扶持"新战略,首次在电商行业开启"千亿级 别"的惠商行动,这一系列超预 ...
仅退款后,拼多多摸着抖音过河
Hu Xiu· 2025-05-02 00:47
Group 1 - The core viewpoint of the article is the shift from "extreme consumer protection" to "balanced governance" in the e-commerce industry, particularly regarding the cancellation of the "only refund" policy, which primarily affects the "wool party" rather than consumers or merchants [1][2][3] - The "only refund" policy was initially introduced by JD.com in 2014 to enhance operational efficiency, but it was later adopted by Pinduoduo as a competitive strategy, leading to significant market changes [1][2] - Pinduoduo's aggressive consumer-oriented strategies, including the "only refund" policy, contributed to its rapid growth and intensified competition within the industry, prompting other platforms to adopt similar low-price strategies [1][2][4] Group 2 - The cancellation of the "only refund" policy is seen as a correction in the industry, allowing e-commerce platforms to compete based on their overall capabilities rather than solely on price [2][3] - Pinduoduo faces a critical challenge in maintaining growth without relying on extreme low prices and refunds, raising questions about its core competitive advantages [2][3][4] - The shift in strategy reflects a broader industry trend towards rational competition, moving away from service-based competition to a focus on fundamental business principles [2][3] Group 3 - Pinduoduo's recent initiatives, such as content-driven strategies and support for industrial supply chains, indicate a shift towards enhancing its value proposition beyond low prices [5][6][10] - The platform's focus on content creation and storytelling around industrial supply chains aims to improve user engagement and differentiate its offerings from competitors like Douyin [5][6][8] - Despite these efforts, Pinduoduo's content-driven approach has not yet achieved the expected conversion rates compared to traditional e-commerce platforms [7][8] Group 4 - Pinduoduo's reliance on low-price strategies has led to increased operational costs for small and medium-sized merchants, highlighting the tension between the platform and its merchants [4][13] - The platform's attempts to support industrial supply chains and enhance brand value are essential for its long-term sustainability, but they require significant investment and time [10][11][17] - Recent financial reports indicate a slowdown in revenue growth and profitability, raising concerns about Pinduoduo's ability to maintain its market position amid increasing competition [17][18][22]
虽迟但到,拼多多如今也走上了“种草”这条路
3 6 Ke· 2025-04-29 11:39
近日有消息源透露,拼多多方面近期相继面向商家发布2025年2月短视频种草达人月度收益新星榜、3月 短视频种草达人月度收益明星榜。据称,上述榜单是根据达人账号的内容质量和收入情况综合评定,并 且也是拼多多首次发布短视频业务的种草收益相关榜单。 此前在2024年12月,多多视频还推出"多多种草计划",希望通过"高流量激励、高现金补贴"在站内征集 到大量的优质种草视频。随后在2025年3月5日,多多视频还进一步降低了达人参与这一计划的门槛。 01 身为拼多多旗下的短视频业务,多多视频如今似乎有了新任务。 据称,上述榜单中达人获得的现金收益,便是来自于"多多种草计划"。其中,美食、居家好物、时尚等 领域位列前三名的种草达人月度收益,均在数千至万元不等,母婴育儿等领域位列前三名的种草达人月 度收益均在千元左右。除了参与"多多种草计划"获得平台给予的现金激励外,种草达人还可以在视频中 挂载商品链接,来赚取带货佣金收益。 熟悉拼多多的朋友或许还记得,此前在2023年年初,多多视频曾迎来"高光时刻"。彼时有消息称,其 DAU峰值已突破1.5亿,且用户使用时长峰值已超过40分钟。但随后多多视频非但没有如同外界猜测的 那样开启更 ...