拼多多Temu成韩国应用下载第1名
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-axegupay5k/00167809529b427d9d85b0e77c6b9dd9~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1722710182&x-signature=03GjuF9veBi0bhgEo41Dk3VfsHc%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">只用了三个月,Temu追到了<span style="color: black;">第1</span></span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">杀进韩国市场<span style="color: black;">仅有</span>三个月的时间,Temu就神奇地改写了历史!</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">按照</span><span style="color: black;">全世界</span>应用市场分析服务商data.ai的最新数据,2023年9月25日至10月9日<span style="color: black;">时期</span>,Temu在韩国以39.9万次的下载量位居应用市场榜首,这<span style="color: black;">亦</span>是Temu自今年7月进入韩国市场后,首次拿下该国应用市场<span style="color: black;">第1</span>的排名。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">值得<span style="color: black;">重视</span>的是,在韩国应用市场前三名中,除了Temu,还有另一个家喻户晓的中国应用:阿里旗下的速卖通,后者以25.7万的下载量排名第三。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">相信大力出奇迹的Temu再次迎来高光时刻,对<span style="color: black;">非常多</span>人而言可能并不会感到<span style="color: black;">尤其</span>意外。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">关键是,Temu在韩国扩张的速度<span style="color: black;">亦</span>太快了!</span></strong></span></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/ed815e1e7455474884290ac566bb0f9d~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1722710182&x-signature=W43nIIEFAc8OkYq3ATZW0lEAG3s%3D" style="width: 50%; margin-bottom: 20px;">
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">图源:O I Auction网站</p>
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<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">今年7月,确切地说,是今年7月底,Temu才<span style="color: black;">第1</span>次进入韩国市场,而当时,速卖通<span style="color: black;">已然</span>是韩国跨境电商<span style="color: black;">行业</span>的最大平台。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">让<span style="color: black;">非常多</span>人<span style="color: black;">无</span>想到的是,如今仅仅过了两个多月,Temu就一鼓作气,神勇地夺得韩国应用市场<span style="color: black;">第1</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">这般</span>的排名,<span style="color: black;">亦</span>从另一个侧面反映出Temu进入韩国后,在该国到底有多么的受欢迎。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">请<span style="color: black;">重视</span>,<span style="color: black;">这儿</span>可是韩国!</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">在韩剧中,韩国是发达国家,街道清洁,人民的消费水准不低,对本国商品的忠诚度<span style="color: black;">亦</span>是<span style="color: black;">全世界</span>独一份。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">朱时茂、陈佩斯的小品《警察与小偷》中,陈佩斯洋洋得意地对朱时茂说,想不到你浓眉大眼的朱时茂<span style="color: black;">亦</span>有今天!</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">想不到在世人眼中活得<span style="color: black;">那样</span>精致的韩国人,<span style="color: black;">亦</span>这么<span style="color: black;">爱好</span>主打低价气质的Temu!</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">那样</span>,Temu<span style="color: black;">为何</span>能<span style="color: black;">快速</span>打开韩国的市场?</span></span></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/5642b7c396f64a408b08ea62b118b517~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1722710182&x-signature=oig5KUWDHFOKVrN9Tw7BZQoFlyg%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">低价吃遍天下?</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">在谈到Temu在韩国的策略之前,<span style="color: black;">咱们</span>来看一下韩国当前的跨境电商形势。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">从发展态势看,过去的10年中,韩国电商市场<span style="color: black;">始终</span>保持着超过20%的高速增长,在今天的经济形势下,<span style="color: black;">这般</span>的电商增长速度,在全世界都很少见;<span style="color: black;">做为</span><span style="color: black;">全世界</span>手机网速最快的国家之一,韩国的移动互联网自然<span style="color: black;">亦</span>非常发达,就在<span style="color: black;">海量</span>中国人前往韩国的什么洞购物时,不少韩国人却在<span style="color: black;">经过</span>移动互联网满足生活所需。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">跨境电商,<span style="color: black;">近期</span>几年在韩国得到很大的发展。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">按照</span>韩国海关最新发布的数据,2022年韩国消费者海外直购规模激增,直购交易件数为9612万件,已达4年前(3225.5万件)的3倍。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">而仅仅在今年上半年,韩国的海外直购件数为5757万件;<span style="color: black;">思虑</span>到跨境电商的黄金时间节点:双11、黑<span style="color: black;">5、</span>圣诞节等,都出<span style="color: black;">此刻</span>下半年,从趋势上看,韩国今年的跨境交易额超过去年同期应该毫无压力。</span></span></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/105c9a4755be4a59869827a770ca0284~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1722710182&x-signature=rpKP%2F6NPGKv1j9O26Z9DmPp8hG8%3D" style="width: 50%; margin-bottom: 20px;">
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">图源:O I Auction网站</p>
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<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">而在韩国的这股跨境热潮中,中国市场所占的市场份额是最大的。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">数据<span style="color: black;">表示</span>,2020年,中国市场占<span style="color: black;">全部</span>韩国跨境市场的48.3%;2021年,这个占比进一步<span style="color: black;">提升</span>到54.6%,2022年则为57.7%,一年比一年高啊!</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">一路高涨的跨境电商形势,为<span style="color: black;">区别</span>跨境平台进入韩国创造了巨大的空间。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">例如</span>说,像速卖通<span style="color: black;">这般</span>有自己的自建物流,货品品质还不错的平台,就非常受韩国人的<span style="color: black;">喜欢</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">而Temu进入韩国市场后,扩张市场还是“一招鲜”:低价策略。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">据<span style="color: black;">认识</span>,Temu在韩国的最低售价是5元人民币起,当然,当然<span style="color: black;">亦</span>少不了在欧美等国屡试不爽的9.9元包邮等优惠。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">低价<span style="color: black;">为何</span>对精致的韩国人<span style="color: black;">一样</span>有效?</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">实质</span>上,到过韩国旅游的人都<span style="color: black;">晓得</span>,虽然位列<span style="color: black;">全世界</span>发达国家,<span style="color: black;">然则</span>韩国人<span style="color: black;">亦</span>过得很苦的,人少地窄不说,货品的丰富度远不及中国,就连<span style="color: black;">她们</span><span style="color: black;">始终</span>引以为傲的泡菜,<span style="color: black;">亦</span>要从中国进口。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">加上这两年政局的动荡,经济的低迷,物价还这么高,<span style="color: black;">针对</span><span style="color: black;">非常多</span>韩国人而言,对<span style="color: black;">将来</span>其实并<span style="color: black;">无</span>一个确定的把握。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">针对</span>物价贵到吃一顿牛肉都得<span style="color: black;">谨慎</span><span style="color: black;">思虑</span>的韩国人而言,像拼多多<span style="color: black;">这般</span>的<span style="color: black;">制品</span>价格<span style="color: black;">引诱</span>是很难拒绝的。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">因此</span>,高举低价大旗的Temu,<span style="color: black;">火速</span>就吸引了这么多用户前来下载,<span style="color: black;">亦</span>就不奇怪了。</span></span></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/46352cdec5cd49e5975b693a3ffbe616~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1722710182&x-signature=a0%2FitJtubprmFEgWe9DebLPvDEQ%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">将来</span>变数仍很大</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">就算从<span style="color: black;">全世界</span>范围来看,Temu的低价策略在前期都非常的无解。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">在美国、加拿大、英国、法国、德国等发达国家,以及<span style="color: black;">此刻</span>的日本、韩国,Temu的9.9元包邮所到之处,可谓寸草不生,<span style="color: black;">火速</span>就收获了一批海外消费者。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">2022年9月,Temu率先登陆美国时,上线第<span style="color: black;">一月</span>,日均GMV就突破150万美元,一举将Shein、亚马逊等老面孔甩在身后。</span></span></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/32c8edd643fc48c3b9ccdabfff176fa3~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1722710182&x-signature=jjzg%2ByT8gb2LcHVW9bFbtnhQcBU%3D" style="width: 50%; margin-bottom: 20px;">
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">图源:SENSOR TOWER统计</p>
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<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">随后,Temu<span style="color: black;">持续</span>复制美国模式,在<span style="color: black;">全世界</span>近20个国家和地区如法炮制,掀起一波又一波的Temu狂潮。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">然则</span>,就在今年6月,在美欧市场高歌猛进的时候,Temu<span style="color: black;">忽然</span>来了个大转身,先后进军日本和韩国,将视线放回亚洲。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">分析Temu<span style="color: black;">忽然</span>转向的<span style="color: black;">原由</span>,有一点不得不<span style="color: black;">说到</span>:海外运营的成本太大了。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">和速卖通相比,Temu最大的短板是在海外<span style="color: black;">无</span>自己的物流网络,<span style="color: black;">重点</span>依赖于第三方物流,而在欧美各国,属于蓝领工种的第三方物流的价格相对昂贵,这一点<span style="color: black;">非常多</span>跨境卖家都深有体会,老是靠<span style="color: black;">补助</span>和烧钱,Temu再有钱<span style="color: black;">亦</span>很难玩下去。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">还有,<span style="color: black;">宣传</span><span style="color: black;">花费</span>上,<span style="color: black;">一样</span>是一笔巨大的开支。有<span style="color: black;">信息</span><span style="color: black;">叫作</span>,为了吸引<span style="color: black;">更加多</span>美国消费者,Temu 2023年的营销支出将达到20亿美元,这在<span style="color: black;">全部</span>交易额中是一个非常惊人的占比,<span style="color: black;">倘若</span>以上数据属实的话,Temu<span style="color: black;">实质</span>上还是摆脱不了赔钱赚吆喝的命运。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">更关键的是,前期靠着低价吸引过来的用户,在平台恢复到正常价格后,<span style="color: black;">她们</span>还会对平台有多少忠诚度?</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">掌控</span>成本,就<span style="color: black;">作为</span>Temu最需要<span style="color: black;">处理</span>的<span style="color: black;">困难</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">而日本和韩国相距中国较近,在成本上<span style="color: black;">能够</span>做得更低,在文化习惯各方面的交流<span style="color: black;">亦</span>会更通畅。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">所有这些,都决定了Temu<span style="color: black;">此时</span>候重新审视亚洲市场。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">相<span style="color: black;">针对</span>Temu,速卖通走的路线更稳,<span style="color: black;">亦</span>可能更有<span style="color: black;">连续</span>性。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">在物流上,速卖通有自己的物流,<span style="color: black;">能够</span>从长远<span style="color: black;">掌控</span>成本——事实上,为了开拓韩国市场,速卖通早在几年前就<span style="color: black;">起步</span>了山东威海仓,随后又新开了一个规模更大的烟台仓。虽然前期速卖通在物流上的投入很大,<span style="color: black;">然则</span>到后期,基本上就<span style="color: black;">能够</span>坐享前期自建物流带来的红利了。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">运营模式上,今年3月,速卖通在韩国正式推出Choice服务,主打的是高性价比,这是将物流和<span style="color: black;">制品</span>供应链进行优化的模式,<span style="color: black;">亦</span>是经得起时间考验的成熟<span style="color: black;">商场</span>模式。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">因此</span>,虽然Temu<span style="color: black;">日前</span>以迅雷不及掩耳之势暂时在韩国超越了速卖通,<span style="color: black;">然则</span><span style="color: black;">上下</span>战争<span style="color: black;">结果</span>的从来不是某一个点,而是眼光和耐力的终极角逐。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">作者 | 赵云合</span></p>
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