Core Insights - The main focus of Taogongchang is to deepen its engagement with 100 core industrial belts by enhancing efficiency and maintaining quality, with specific criteria for selection including category matching, efficiency, market share, and consumer adaptability [1][2] - Taogongchang aims to shift from a diversified supply strategy to a more focused approach, emphasizing certainty and rapid product explosion within selected industrial belts [2][3] - The company has experienced significant growth, with over 200% increase in buyer-side users and over 120% growth in GMV and order volume during the 2024 Double Eleven shopping festival [2] Company Strategy - Taogongchang is adopting a three-step approach to identify and operate core industrial belts, focusing on high market share and representative belts, high-growth categories, and leveraging AI and marketing capabilities for rapid product launch [3][4] - The company has defined quality standards for 150 categories and launched the "Guohuo Yanquan" platform, which has quickly developed into a platform with a transaction scale of 100 billion [2][3] Challenges and Opportunities - Despite the growth, industrial belt merchants face challenges in marketing capabilities, new channel access, and operational efficiency, which hinder their ability to convert production advantages into consumer recognition [4][5] - Taogongchang's platform offers a semi-managed model that simplifies operations for factory-type merchants, allowing them to focus on production while the platform handles marketing and logistics [5] Incentives and Future Plans - A new three-month incentive policy has been announced to lower operational costs, improve efficiency, and enhance the operational experience for merchants, aiming to attract more participants and meet consumer demands during the upcoming Double Eleven [5]

Core Viewpoint - Recent reports suggest that Taobao sellers may have access to buyers' browsing history across different stores, raising concerns about privacy and data security [1][3]. Group 1: Seller Access to Browsing History - A user reported that a Taobao seller provided screenshots of her browsing history, including items from other stores, during a conversation about a product issue [1][3]. - Some sellers claim that they can only see browsing history related to their own products, while others, particularly those in the "Tao Factory," can view browsing history of all products within that platform [3][4]. - A Taobao customer service representative confirmed that sellers can only view browsing history of their own products for the past 30 days, and any access beyond that would be considered a privacy violation [4]. Group 2: Privacy Concerns and Official Responses - The privacy of consumer information is regarded as a top priority by the platform, and sellers are not permitted to view any browsing history outside their own store [4]. - Alibaba has stated that sellers cannot access shopping cart information under any circumstances, addressing concerns raised by users about potential privacy breaches [4].

Group 1 - The Ministry of Commerce emphasizes leveraging e-commerce channels and the scale of the largest online retail market to support foreign trade and domestic sales [1][3] - 15 major e-commerce platforms are actively responding with 8 initiatives, including direct procurement and supply-demand matching [1] - As of April 23, 9 e-commerce platforms have opened green channels for entry, and 6 platforms have established domestic sales zones, connecting with over 6,000 foreign trade enterprises and more than 600 entries [1] Group 2 - Alibaba Group has established a special task force for foreign trade, focusing on unsold inventory by connecting merchants with domestic sales channels [1] - The 1688 platform will introduce measures to help foreign trade enterprises alleviate financial and inventory pressures, including early payment services for orders and special credit loans in collaboration with financial institutions [1] - The consumer platform "What Worth Buying" has launched a support plan for "export to domestic sales," helping foreign trade enterprises adapt to changes in the international economic environment [2]