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拼多多,深化千亿战略
投资界· 2025-08-26 07:30
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,拼多多本季度营收增速放缓至7%,单季营收1 0 4 0亿元。 二季度,为了与商家共同应对新挑战,拼多多在"百亿减免"等惠商举措的基础上推出"千 亿扶持"新战略,将高质量发展投入提升到了一个全新的量级,也 首次在电商行业开启 了"千亿级别"的惠商行动。 "过去这个季度,在商家及产业遭遇挑战的关键时刻,公司上下全力推进'千亿扶持'惠商 战略,加大投入反哺产业生态,坚定护航商家穿越周期。"拼多多集团执行董事、联席 CEO赵佳臻表示,在真金白银的持续投入下,平台生态效用持续显现,产业侧加快实现 新质转型,用户侧的消费潜力进一步释放,供需两侧都实现了高质量发展。 "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,我们更愿 意立足长远,把长期价值放在短期利益之前,扎实做好生态建设,促进产业转型升级, 持续普惠消费者。 "百亿减免"一周年 千万商家降佣增 ...
拼多多发布Q2财报,“千亿扶持”生态效用显现,供需两侧实现高质量发展
中国基金报· 2025-08-26 02:34
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,拼多多本季度营收增速放缓至7%,单季营收1040亿元。 "百亿减免"一周年 千万商家降佣增效 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。及至目前,"百亿减免"推行一年来,平台已为千 万商家节省了海量的经营成本,仅推广服务费的退返就达到上百亿,很多商家每年可节省数 百万推广费用,为产业的转型升级创造了更多的动力和空间。 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4成。其中,日用百货的订单量实 现翻倍增长,潮玩周边、宠物用品等商品的订单量增长了6成以上,家电、家居、母婴、服 饰、绿植等商品也加快涌入西部地区,极大丰富了当地消费者的物质生活和精神生活。 在河西走廊边缘的马鬃山小镇,当地牧民主要以养殖骆驼为生,日常所需的用品只能从牧区 开车到镇上购买,往返至少需要一小时,牧场所需物品则要到更远的市区才能买到。在"电商 西进"之后,牧民所需的生活用品、发 ...
拼多多(PDD.US)发布Q1财报,加速推进“千亿扶持”新战略,先商家后平台扶持产业生态
智通财经网· 2025-05-27 10:46
Core Viewpoint - Pinduoduo (PDD.US) reported a revenue of 95.7 billion yuan for Q1 2025, reflecting a 10% year-on-year growth, although the growth rate has slowed down due to external environmental changes and ongoing investments in high-quality development [1] Group 1: High-Quality Development Strategy - Pinduoduo has intensified its high-quality development strategy this year, launching the "100 Billion Subsidy" and the new "100 Billion Support" strategy to reduce costs for merchants and promote industrial transformation [1][2] - The management emphasizes the importance of supporting merchants through short-term challenges, indicating a willingness to sacrifice short-term performance for long-term health of the platform [2] Group 2: Merchant Support Initiatives - The establishment of the "Merchant Rights Protection Committee" aims to address merchant needs and enhance service mechanisms, with initiatives like regular communication and violation warning functions introduced [3][5] - The "100 Billion Support" strategy has led to significant reductions in store security deposits for various categories, alongside increased support for small and medium-sized merchants [5][6] Group 3: Consumer Benefits and Market Dynamics - The "100 Billion Support" plan includes consumer subsidies, with initiatives like the "100 Billion Merchant Feedback Plan" and various coupon campaigns to enhance consumer demand and improve supply-demand matching [6][9] - Pinduoduo is exploring innovative models like "platform direct subsidies" to ensure competitive pricing for consumers while safeguarding merchant interests [6] Group 4: Agricultural and Technological Advancements - The "2025 Good Specialty Products" initiative focuses on enhancing support for agricultural merchants, implementing customized solutions to improve the value of local specialties and boost farmer incomes [9][10] - The establishment of the "Digital Business + New Farmers" technology center aims to drive innovation in agricultural operations, addressing industry pain points through automation and data-driven solutions [10]