作者：龚进辉 昨天，网上疯传小红书要被阿里收购。对此，小红书方面予以否认，"以上信息为谣言，并且将追责到 底。"其实，这并非首次传出小红书要被阿里收入囊中，早在2019年就有类似传闻，且阿里系HRG已经 进驻该公司，似乎传得有板有眼。对此，当时小红书高管公开表示，"是造谣，已发函至谣言的源头， 将追责到底。" 阿里收购小红书是假，但投资小红书、与小红书合作却是真。它曾领投小红书D轮融资，并参与E轮融 资。合作方面，今年618前夕，小红书和淘天宣布推出"红猫计划"，第一次将种草笔记和商品购买链接 打通。这意味着，以后用户在小红书刷到一篇种草笔记，可以直接点链接跳转到淘宝下单，不用再手动 搜索商品。 此举看似是两大平台的强强联合，实现内容种草与电商交易的无缝衔接，但或多或少夹杂着无奈的成 分。小红书面临商业化困境，高度依赖广告创收，电商业务贡献的收入占比并不高。其曾尝试自建电商 闭环，比如"号店一体"政策，但因供应链等问题未能完全成功，最终转向开放合作模式，全力押注买手 模式、生活方式电商，具体成效如何，目前尚未有非常明晰的数据表征。 既然小红书被电商巨头阿里收购没戏，那独立发展成为它唯一选项，上市则是更进一步的 ...

Core Insights - The e-commerce landscape in 2025 is undergoing a revolution characterized by the deep integration of "content and shelves," with Douyin accelerating its shelf-based layout and Tmall enhancing its content ecosystem through AI tools [1] Group 1: Douyin's Strategy - Douyin is transitioning from "impulse buying" to becoming a "repurchase engine" [3] - Content is being transformed into product detail pages, with beauty brands using 15-second videos to guide users to purchase [3] - Douyin's "full-domain promotion" has improved conversion rates by 20% for certain merchants [3] - Data feedback is driving content adjustments, leading to a 300% sales increase for a home goods brand after targeting "small apartment storage" needs [3] Group 2: Tmall's Approach - Tmall is injecting vitality into its shelves through content, with appliance brands embedding "10-second installation tutorial" videos in search results, increasing detail page dwell time and conversion rates by 20% [4] - Private domain content operations have led to a 25% increase in repurchase rates for apparel brands [5] - Tmall's collaboration with the FIRST Youth Film Festival and other content initiatives has kept Huawei Pura 70 as the top-selling product [6] Group 3: Cross-Platform Data Utilization - The "Star Cube Plan" has revealed that Douyin influencer notes contribute to 35% of new customers on Tmall, leading to a 30% ROI increase [7] - Skincare brands have established exclusive membership systems for Douyin-driven users, achieving a 310% increase in repurchase rates [8] Group 4: Content Resource Efficiency - Brands are reusing content across platforms, with a kitchenware brand synchronizing Douyin viral videos to Tmall, resulting in a 15% increase in conversion rates [11] - AI tools are being utilized to generate videos and scene images, significantly reducing design costs [11] Group 5: Feedback Mechanisms - Douyin is driving traffic to Tmall with exclusive coupons, reducing new customer acquisition costs by 35% [12] - Tmall's positive reviews are being transformed into short videos for Douyin, boosting natural traffic by 80% [12] Group 6: Brand Performance - Baiya Co. is shifting from "Douyin-driven" to a "dual-platform drive," achieving a GMV increase of 40% through Douyin's shelf-based strategies [13] - Tmall's AI-generated videos have led to a 22% repurchase rate for new products, surpassing the industry average [14] Group 7: Organizational Enhancements - Companies are establishing "dual-platform operation centers" to integrate content creation, data analysis, and event planning [20] - Training programs for "holistic operation talents" are being developed to master Douyin algorithms and Tmall search rules [21] Group 8: Future Outlook - The e-commerce battlefield is evolving from "traffic competition" to "user asset accumulation," with companies leveraging a dual strategy of "content shelf integration" to create a growth flywheel [21]