这是我 2018 年到 2022 年朋友圈的整理，也是我这几年对反思的零碎反思。 1、 "小成需要朋友，大成需要对手。"-解放军语录 2、早上看见《道德经》这段，大概意思就是，器物真正发生作用的不是本身"有"的部分，是中间"空"和"无"的那部分。 "三十幅共一毂，当其无，有车之用。埏埴以为器，当其无，有器之用。凿户牖以为室，当其无，有室之用。故有之以为利，无 之以为用。" 3、黄峥说，"要把对成就一个无限完美的自己的兴趣，转移为对外部客观事物的兴趣。" 4、错误的正反馈："人生最不幸处，是偶一失言而祸不及；偶一失谋而事幸成；偶一恣行而获小利；后乃视为故常，而恬不为意，则莫大之 患，由此生矣。" 5、穷人的快乐是花钱，富人的快乐是省钱。 6、看见一个人的朋友圈签名是"顺大势，逆小势"。 7、去朋友家玩，还没进门，看见大门上贴着一个便条 "Those doors we open and close each day decide the lives we live". 现在他们要合租找室友了，合租公告里最后一段写着 "And those who were seen dancing were thought to ...

Core Viewpoint - The article emphasizes the commitment of Taobao and Ele.me to resist malicious competition and promote ecological win-win cooperation, outlining four key areas of focus for future operations [1] Group 1: Key Initiatives - The companies will plan and distribute subsidies based on consumer and merchant needs [1] - There is a strong commitment to resist malicious competition, with a focus on eliminating unfair practices and stimulating consumption potential in emerging markets [1] - Continuous improvement of service quality is a priority, including the enhancement of diverse consumption scenarios and the efficiency of the delivery network [1] - The companies aim to foster ecological win-win cooperation by establishing a feedback system that addresses core issues such as merchant participation, product quality, and rider rights [1]

Core Viewpoint - Taobao and Ele.me jointly announced their commitment to resist malicious competition and promote ecological win-win cooperation, outlining four key initiatives to enhance consumer and merchant experiences [2]. Group 1: Key Initiatives - The companies will plan and distribute subsidies based on consumer and merchant needs [2]. - They will actively eliminate unfair competition practices and avoid irrational promotional activities such as large-scale "0 yuan purchase" campaigns to stimulate consumption potential and innovation in emerging markets [2]. - Continuous improvement of service quality will be prioritized, including the provision of diverse consumption scenarios, a wider range of products, and upgrades to the efficiency of the delivery network [2]. - A "listening-consulting-optimizing-feedback" system has been established to address core issues such as merchant participation, product quality, and rider rights, with multiple discussion meetings being held across various locations [2].

Core Viewpoint - The proliferation of low-price links on the Taobao platform disrupts the carefully constructed market pricing system of brands, leading to unfair competition and damaging brand reputation and market share [1] Group 1: Control Strategies for Low-Price Links - Brands need to establish a comprehensive monitoring mechanism to track product prices in real-time from the moment of listing, utilizing professional price monitoring tools across all sales scenarios [3] - Different strategies should be applied based on the type of seller; authorized sellers should be educated and constrained, while unauthorized sellers should face complaints and removal of low-price links [4] - Collaboration with the Taobao platform's brand protection team is essential to enhance control measures and reduce the existence of low-price links [5] Group 2: Brand Responses to Low-Price Links - Brands can submit evidence of low-price links through Taobao's complaint channels, leading to the removal of these links within 3-7 working days [7] - For first-time offenders among authorized sellers, brands can issue warning letters and request price adjustments, with many complying to maintain the relationship [8] - Legal measures can be taken against repeat offenders, effectively deterring them from continuing low-price practices [9] Group 3: Benefits of Controlling Low-Price Links - Timely management of low-price links helps maintain a stable pricing system, preventing price wars and ensuring reasonable profit margins for distributors [10] - A stable pricing system enhances brand image and consumer trust, as evidenced by a 25% increase in brand trust scores and a 15% rise in repurchase rates for a skincare brand [11] - After cleaning up low-price links, compliant sellers see a recovery in sales, with one sports shoe brand experiencing a 20% increase in monthly sales and an annual revenue increase of 18 million [12]

Core Insights - During the 618 shopping festival, Taobao is expanding its "Global Free Shipping Program" to 12 countries and regions [1] Group 1 - The new countries included in the program are Singapore, Malaysia, South Korea, Hong Kong, Macau, Taiwan, Australia, Japan, Thailand, Cambodia, Kazakhstan, and Mongolia [1] - Kazakhstan and Mongolia are newly added to Taobao's free shipping zone for the first time [1]

Group 1 - The Tmall 618 shopping festival witnessed explosive sales growth from new merchants, particularly those from Douyin, with some achieving sales up to 27 times their usual volume within the first hour [1] - Merchants transitioning from Xiaohongshu and WeChat Video also reported significant sales increases, with some experiencing nearly 10 times growth [1] - The overall transaction volume on Tmall was notably higher than on other platforms, leading merchants to express confidence in Tmall's promotional capabilities [1] Group 2 - Industry analysts attribute the rapid growth of these new merchants on Tmall to supportive policies and an optimized business environment, including the T1000 policy that offers incentives and one-on-one support [4] - Notable sales figures include Douyin influencer "Ms. Lin," who surpassed 2.4 million in sales within three hours, and "Ms. Ye," who achieved over 100 million in annual sales since joining Tmall [4] - A new factory store reported breaking sales records during the 618 event, with sales exceeding 10,000 in just 18 minutes, highlighting Tmall's role as a primary sales platform [6] Group 3 - Merchants from short video platforms are increasingly shifting to Tmall due to the high costs and unfavorable traffic distribution on those platforms, finding Tmall more conducive for brand building and customer retention [7] - Tmall is viewed as the best platform for influencers to establish their brands, as it allows for stable customer acquisition and higher repurchase rates [7]

Group 1 - The core viewpoint of the article highlights the resurgence of Hong Kong's tourism and retail sectors during the May Day holiday, driven by a significant influx of mainland Chinese tourists and a shift in local consumer behavior towards online shopping [2] - The Hong Kong government reported over 1.02 million entries and exits on the first day of the May Day holiday, with more than 540,000 inbound visitors, including approximately 220,000 from the mainland [2] - E-commerce giants like Taobao, JD.com, and Pinduoduo have accelerated their expansion in Hong Kong, implementing "free shipping" policies to attract local consumers, which has led to a surge in online shopping [3][5][7] Group 2 - Taobao initiated a "free shipping" policy in September 2024, investing 1 billion yuan to include Hong Kong in its free shipping zone, covering various product categories [3] - JD.com announced a 1.5 billion yuan investment for subsidies and logistics in Hong Kong, offering free shipping for orders over 299 yuan and launching a "one item free shipping" service [5] - Pinduoduo also introduced a "one item free shipping" service, allowing consumers to enjoy free shipping even on low-cost items, supported by logistics subsidies [7] Group 3 - The competitive landscape in Hong Kong's e-commerce market is characterized by high population density and consumer purchasing power, but the e-commerce penetration rate remains low compared to mainland China [7][9] - The article notes that the logistics strategies of the three major e-commerce platforms differ significantly, with Taobao focusing on network coverage, JD.com emphasizing service efficiency, and Pinduoduo prioritizing cost advantages [10][11] - The logistics infrastructure in Hong Kong is crucial for the success of these e-commerce platforms, with Taobao leveraging its extensive local logistics network and JD.com establishing multiple self-operated delivery centers [10][11] Group 4 - The article discusses the broader implications of the "free shipping" trend in Hong Kong as a microcosm of mainland e-commerce's global expansion strategy, highlighting the strategic importance of Hong Kong as a testing ground for international market entry [12] - The experience gained in Hong Kong is expected to inform the e-commerce giants' future overseas expansions, emphasizing the importance of logistics efficiency and service quality in cross-border commerce [12][14] - The ongoing "free shipping" trend in Hong Kong is seen as a precursor to similar initiatives in other international markets, with platforms like JD.com and Pinduoduo already expanding their free shipping services to countries like Malaysia and Thailand [13][14]