Jack MaIn his intranet speech after two years, first of all, yesPinduoduoCongratulations on the decisions, implementation and efforts of the past few years, forPinduoduoThe rise of the expression affirmed. At the same time, he also expressed his own rightAliConfidence and expectation for the future, believeAliwill change and progress.
During this period of time, a surprising event happened in the field of e-commerce:PinduoduoPinduoduoAfter the release of the third-quarter financial report, revenue and net profit both hit new highs, far exceeding market expectations. The stock price also rose sharply, and the market value was closeAliPinduoduoThe rise of China's e-commerce industryAliNaturally, there was also an uproar inside. AliThere was even a post on the intranet, lamenting that the era of "unification of the rivers and lakes" may be coming to an end. WhileJack MaNot only the reply post appeasedAlialso expressed their congratulationsPinduoduomood, and to express the rightAliIt's going to changeAliI firmly believe that it will change.
PinduoduoThe rise was not accidental, as early as the first three quarters of the yearPinduoduohas been outstanding. Revenue and net profit continued to grow, and the stock price also soared. PinduoduoIts success is inseparable from its unique means of marketing communication, but more importantly, the word "cheap". In the past, it was often said that "cheap is not good", however,PinduoduoHowever, it has won a large number of users in the sinking market through low **. And in the context of consumption upgrading,PinduoduoThrough counterattack, it has gradually achieved a jump from the sinking market to the mid-to-high-end market.
It is worth noting thatPinduoduo's overseas business has also shown strong potential. According to reportsPinduoduoOverseas versiontemuThe number of new users per month is close to 10 million, second only to SHEIN and surpassing Amazon. **Display,temuGMV will reach $18 billion this year and $30 billion next year. In addition, in the Korean and Japanese markets,PinduoduoThe performance was also very good and challengedAliAliExpress.
PinduoduoThe rise of the cause of food for thoughtAliHow to deal with the challenge. Jack MaAfter returning home, he raised JeanAliRegression**, Regression Users, RegressionInternetThe idea of withPinduoduo"Fight bayonets close to the face", trying to revitalize the ** and seize back the mid-to-high-end market. However,AliThese measures have not yet had the desired effect, and the battle is likely to be even more protracted. AliThere will also be a need for more** to maintain its leading position in the e-commerce industry.
AliThe goal has always been to "make the world no difficult business", with ** as the cornerstone, to occupy a dominant position in China's e-commerce market. However, inPinduoduoBefore the rise,AliThe strategy focuses more on the mid-to-high-end market, hoping to passTmallForge another Heavenly Sword. However, this has also led to a snub to small and medium-sized businesses, whilePinduoduoIt has become a warm place for these neglected businesses.
WhileJack MaAfter returning to China, he proposed "return", "return to users, return."Internet"Philosophy, indicateAliTo change, we must pay attention to small and medium-sized businesses, and we must work withPinduoduoHead-to-head confrontation. In order to adapt to the trend of consumption upgrading,AliYou may need to re-find your strengths and positioning, and find the right strategy and "sharp tools" to stay ahead of the curve in the e-commerce industry.
In short,PinduoduoThe rise of the e-commerce industry has triggered a revolution andAliInner thinking. PinduoduoThrough low-price strategies and unique marketing methods, it has successfully attracted a large number of users in the sinking market, and gradually rose in the mid-to-high-end market. AliFaced withPinduoduoThe challenge is huge, and it is necessary to re-find its own positioning and advantages, and propose more competitive strategies to deal with it. The pattern of the e-commerce industry is unpredictableAliIt will take time to verify whether it can maintain its leading position.